Erawan Group Yönetim
Yönetim kriter kontrolleri 2/4
Şu anda CEO hakkında yeterli bilgiye sahip değiliz.
Anahtar bilgiler
Youssef Khomri
İcra Kurulu Başkanı
n/a
Toplam tazminat
| CEO maaş yüzdesi | n/a |
| CEO görev süresi | 3.3yrs |
| CEO sahipliği | n/a |
| Yönetim ortalama görev süresi | 2yrs |
| Yönetim Kurulu ortalama görev süresi | 14.4yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • May 04
ERW: Cash Dividend And Premium P E Multiple Will Support Future Upside
Analysts have trimmed their fair value estimate for Erawan Group to THB4.67 from THB4.74, reflecting slightly higher discount rate assumptions and a more cautious view on future profit margins, even as revenue growth expectations and forward P/E remain broadly aligned with prior forecasts. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).Anlatı Güncellemesi • Apr 19
ERW: Dividend Policy And Premium P E Multiple Will Support Upside
Analysts have nudged their price target for Erawan Group slightly lower to THB4.74 from THB4.80, reflecting small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Board meeting scheduled for February 24, 2026 to consider a cash dividend payment, as notified to the President of the Stock Exchange of Thailand (Key Developments).Anlatı Güncellemesi • Apr 05
ERW: Higher Future P E And Dividend Outlook Will Support Upside Potential
Analysts have nudged their price target on Erawan Group slightly higher, reflecting updated assumptions that include a fair value shift from THB 4.69 to THB 4.74, a higher discount rate, and revised expectations for revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for February 24, 2026, with an agenda that includes considering a cash dividend payment, as disclosed to the Stock Exchange of Thailand (Key Developments).
Anlatı Güncellemesi • Mar 22
ERW: Dividend Plan And Slightly Higher P/E Assumption Will Support Upside Potential
Analysts have inched up their fair value estimate for Erawan Group to THB3.10 from THB3.00, citing slightly higher assumptions for revenue growth, profit margin and future P/E, along with an updated discount rate. What's in the News Board meeting scheduled for February 24, 2026, to consider a cash dividend payment, as disclosed to the Stock Exchange of Thailand (company filing).Anlatı Güncellemesi • Mar 08
ERW: Higher Discount Rate And Dividend Plan Will Shape Balanced Outlook
Analysts have adjusted their view on Erawan Group, with the THB price target now reflecting a slightly higher discount rate, a more conservative revenue growth outlook, stronger projected profit margins, and a lower future P/E. Together, these factors point to a more earnings-focused rationale behind the updated valuation.Anlatı Güncellemesi • Feb 22
ERW: Future Asoke Lease And Lower Discount Rate Signal Balanced Outlook
Analysts have raised their price target for Erawan Group, citing adjustments to fair value, discount rate, revenue, profit margin, and expected future P/E to support the higher THB valuation. What's in the News Board meeting scheduled for Nov 24, 2025 to consider a long term land lease agreement with Akkara Sarapa Company Limited, the landowner.Anlatı Güncellemesi • Feb 07
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have raised their fair value estimate for Erawan Group to ฿4.69 from ฿4.62, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations as the main drivers of the change. What's in the News Board meeting scheduled for Nov 24, 2025 to review and approve a long term land lease agreement with Akkara Sarapa Company Limited for a plot near BTS Asoke Station in Bangkok, covering 20 41.8 rai (Key Developments).Anlatı Güncellemesi • Jan 24
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have slightly adjusted their price target for Erawan Group, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Together, these factors point to a refined view of the stock's risk and earnings potential in monetary terms.Anlatı Güncellemesi • Jan 10
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target for Erawan Group slightly, pointing to a modestly lower fair value per share of THB4.62 from THB4.66. This reflects a higher discount rate, a small adjustment to revenue growth assumptions, a higher future P/E multiple, and slightly softer profit margin expectations.Anlatı Güncellemesi • Dec 26
ERW: Asoke Land Lease Will Support Future Margin Expansion And Upside Potential
Analysts have trimmed their price target on Erawan Group slightly to THB 4.66 from THB 4.71, citing modestly lower discount rate and revenue growth assumptions, a marginally improved profit margin outlook, and a slightly reduced expected future P E multiple. What's in the News Board approves entry into a long term land lease agreement with Akkara Sarapa Company Limited for a 20 41.8 rai plot near BTS Asoke Station in Bangkok, positioning the company for future development in a prime transit oriented location (Board Meeting disclosure).Anlatı Güncellemesi • Dec 12
ERW: Long-Term Asoke Land Lease Will Support Margin Expansion
Analysts have nudged their price target on Erawan Group slightly higher to reflect a modest increase in fair value, supported by expectations of stronger profit margins and a marginally lower discount rate, despite tempering revenue growth and future P/E assumptions. What's in the News The board approved entry into a long-term land lease agreement with Akkara Sarapa Company Limited for a 20-41.8 rai plot near BTS Asoke Station in Bangkok, positioning the group for a new hospitality or mixed-use project in a prime transit location (Board Meeting filing).
Yeni Anlatı • Jan 27
Holiday Inn Pattaya Renovation May Improve Occupancy But Profit Margins Could Shrink Amid Challenges
Revenue growth is likely to benefit from expansions in the mid-scale, luxury, and budget segments, along with effective yield management.CEO
Youssef Khomri
3.3yrs
Görev süresi
Mr. Youssef EI Khomri serves as Director of The Erawan Group Public Company Limited. He served as an Executive Vice President of Group Hotel Operation Division at The Erawan Group Public Company Limited un...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President & Director | 3.3yrs | Veri yok | Veri yok | |
| CFO & EVP of Financial & Accounting Division | 2.1yrs | Veri yok | Veri yok | |
| Assistant Executive Vice President of Accounting Department | no data | Veri yok | Veri yok | |
| Senior VP of Sustainability Development | 1.3yrs | Veri yok | Veri yok | |
| Assistant Executive VP of Corporate Human Resources Division | no data | Veri yok | Veri yok | |
| Executive Vice President of Project Development & Management in Philippines Division | no data | Veri yok | Veri yok | |
| EVP of Property Dev. | no data | Veri yok | 0.0061% THB 804.2k | |
| Senior VP of Hotel Business Strategy | no data | Veri yok | Veri yok | |
| Senior VP of Franchised Hotel Operation Division | no data | Veri yok | Veri yok | |
| Senior VP of Digital Transformation Division | 1.9yrs | Veri yok | Veri yok | |
| Ass. EVP of Internal Audit Div. | no data | Veri yok | Veri yok |
2.0yrs
Ortalama Görev Süresi
Deneyimli Yönetim: ERW 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President & Director | no data | Veri yok | Veri yok | |
| Independent Director | 21.5yrs | ฿496.00k | 0.12% THB 15.6m | |
| Chairman of the Board | 21.5yrs | ฿491.20k | 7.08% THB 927.3m | |
| Director | 21.5yrs | ฿612.00k | 4.17% THB 546.7m | |
| Director | 35.3yrs | ฿522.40k | 0.15% THB 19.6m | |
| Independent Director | 9.1yrs | ฿587.40k | Veri yok | |
| Independent Director | 2.1yrs | ฿396.00k | Veri yok | |
| Independent Director | 17.1yrs | ฿610.00k | Veri yok | |
| Director | 14.4yrs | ฿823.60k | 0.0014% THB 180.7k | |
| Director | 9.1yrs | ฿724.00k | 0.023% THB 3.0m | |
| Director | 2.1yrs | ฿520.00k | Veri yok | |
| Director | 1.1yrs | ฿216.00k | 0.0044% THB 571.0k |
14.4yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: ERW 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 14.4 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/20 03:10 |
| Gün Sonu Hisse Fiyatı | 2026/05/20 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
The Erawan Group Public Company Limited 24 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Teerapol Udomvej | BofA Global Research |
| Narumon Ekasamut | Bualuang Securities PCL |
| Kalvalee Thongsomaung | Bualuang Securities PCL |