ERW Share Price Performance
฿3.70
1.10 (42.31%)
17.8% undervalued intrinsic discount
฿4.50
Fair Value
Price ฿3.70
AnalystHighTarget ฿4.50
AnalystConsensusTarget ฿3.23
AnalystLowTarget ฿3.20
Fair Value฿4.50
Share Pricen/a
Narrative Update • Aug 14
The Erawan Group Public Company Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 6 Fair Values set on narratives written by author
ERW Community Narratives
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Fair Value
·Fair Value ฿4.5 17.8% undervalued intrinsic discount
Urbanization And Tech Will Fuel Travel Though Risk Will Mount
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AN
Fair Value
·Fair Value ฿3.23 14.7% overvalued intrinsic discount
HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk
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AN
Fair Value
·Fair Value ฿3.2 15.6% overvalued intrinsic discount
Thai Tourism Dependency Will Shatter Margins Amid Heightened Risks
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Urbanization And Tech Will Fuel Travel Though Risk Will Mount
Erawan Group’s budget hotels are growing faster than many expect, helped by new locations outside Thailand and better use of online booking tools. But its heavy reliance on Thailand and rising competition and climate-related pressures could make that growth more fragile than it looks.Read more
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฿4.5
17.8% undervalued intrinsic discount
Fair Value
Revenue
8.78% p.a.
Profit Margin
12.38%
Future PE
23.95x
Price in 2029
฿6.29
Thai Tourism Dependency Will Shatter Margins Amid Heightened Risks
Erawan Group leans heavily on travel into Thailand, so a sudden slowdown from politics, health scares, or bad weather could hit hotel stays and squeeze profits. At the same time, its push to keep building more budget hotels could pay off if local travel stays strong and the company keeps upgrading its properties and operations.Read more
AN
฿3.2
15.6% overvalued intrinsic discount
Fair Value
Revenue
3.08% p.a.
Profit Margin
11.7%
Future PE
21.35x
Price in 2029
฿4.51
HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk
Key Takeaways Expansion in the budget segment with HOP INN hotels and new locations in Thailand and Japan is expected to drive substantial revenue growth. Focus on cost management and renovating luxury properties is anticipated to enhance margins and increase overall revenue and profitability.Read more
AN
฿3.23
14.7% overvalued intrinsic discount
Fair Value
Revenue
5.19% p.a.
Profit Margin
10.47%
Future PE
24.47x
Price in 2028
฿4.86
Trending Discussion
No trending discussion available.
Recently Updated Narratives
AN
ERW: Lower Discount Rate Will Support Future Upside Potential
Fair Value: ฿4.5 17.8% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
ERW: Updated Assumptions Will Support Balanced Upside And Downside Potential
Fair Value: ฿3.2 15.6% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk
Fair Value: ฿3.23 14.7% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
The Erawan Group Public Company Limited Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 13, 2026
- 0.18
- 59.32%
- 10.79%
- 109.0%
About ERW
- Founded
- 1982
- Employees
- n/a
- CEO
- WebsiteView website
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.
