ERW logo

The Erawan Group Public Company Limited Stock Price

SET:ERW Community·฿14.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author

ERW Share Price Performance

฿2.98
0.84 (39.25%)
฿3.23
Fair Value
฿2.98
0.84 (39.25%)
7.7% undervalued intrinsic discount
฿3.23
Fair Value
Price ฿2.98
AnalystConsensusTarget ฿3.23
AnalystHighTarget ฿4.72
AnalystLowTarget ฿2.79

ERW Community Narratives

·
Fair Value ฿3.23 7.6% undervalued intrinsic discount

HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
·
Fair Value ฿4.72 36.8% undervalued intrinsic discount

Urbanization And Tech Will Fuel Travel Though Risk Will Mount

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
·
Fair Value ฿2.79 7.0% overvalued intrinsic discount

Thai Tourism Dependency Will Shatter Margins Amid Heightened Risks

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
฿3.23
7.6% undervalued intrinsic discount
Revenue
5.19% p.a.
Profit Margin
10.47%
Future PE
24.47x
Price in 2028
฿4.86

Trending Discussion

Updated Narratives

ERW logo

ERW: Revised Assumptions Will Support Balanced Upside And Downside Potential

Fair Value: ฿2.79 7.0% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ERW logo

ERW: Stable Fair Value And Refined Assumptions Will Support Future Upside

Fair Value: ฿4.72 36.8% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ERW logo

HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk

Fair Value: ฿3.23 7.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Good value second-rate dividend payer.

2 Risks
2 Rewards

The Erawan Group Public Company Limited Key Details

฿8.1b

Revenue

฿3.3b

Cost of Revenue

฿4.8b

Gross Profit

฿3.9b

Other Expenses

฿868.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 14, 2026
0.18
59.19%
10.78%
102.8%
View Full Analysis

About ERW

Founded
1982
Employees
n/a
CEO
Youssef Khomri
WebsiteView website
www.theerawan.com

The Erawan Group Public Company Limited engages in hotel, and building rental and management businesses primarily in Thailand, Japan, and Philippines. The company operates hotels and resorts under the Grand Hyatt Erawan Bangkok, IBIS, JW Marriott Bangkok, The Naka Island, Courtyard by Marriott Bangkok, Holiday Inn Pattaya, IBIS Styles, Novotel Bangkok Sukhumvit 4, Holiday Inn Cebu City, Mercure Hotels, and HOP INN names. It also rents commercial retail property under the name Erawan Bangkok, as well as a shopping plaza and one office building. In addition, the company is involved in restaurant business, under Man Ho Bistro, a Chinese culinary eatery; and Chisana Nami, a modern teppanyaki. The company was incorporated in 1982 and is headquartered in Bangkok, Thailand.