BTS Group Holdings Yönetim
Yönetim kriter kontrolleri 4/4
BTS Group Holdings CEO'su Kavin Kanjanapas, Apr2015 tarihinde atandı, in görev süresi 11.42 yıldır. şirketin hisselerinin 11.17% doğrudan sahiptir ve bu hisselerin değeri THB 3.60B dir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 11.2 yıl ve 16.2 yıldır.
Anahtar bilgiler
Kavin Kanjanapas
İcra Kurulu Başkanı
฿504.0k
Toplam tazminat
| CEO maaş yüzdesi | n/a |
| CEO görev süresi | 11.4yrs |
| CEO sahipliği | 11.2% |
| Yönetim ortalama görev süresi | 11.2yrs |
| Yönetim Kurulu ortalama görev süresi | 16.2yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • Aug 20
BTS: Capital Restructuring And Index Exit Will Drive Future Rebound Potential
Analysts have trimmed their price targets on BTS Group Holdings, with fair value estimates moving from THB4.00 to THB3.57 as they factor in updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for BTS Group Holdings BTS Group Holdings was dropped from the SET 50 Index, according to an index constituent update.Anlatı Güncellemesi • Jul 21
BTS: Index Exit And Capital Restructuring Will Create A Turnaround Setup
The latest narrative update on BTS Group Holdings reflects a lower analyst price target aligned with revised fair value assumptions of THB 4.0, softer revenue growth and profit margin expectations, and a reduced future P/E, as analysts incorporate slightly lower discount rates and more conservative forecasts into their models. What's in the News BTS Group Holdings Public Company Limited was dropped from the SET 50 Index, according to a recent index constituent update.
Anlatı Güncellemesi • Jul 07
BTS: Index Removal And Capital Changes Will Pressure Future Returns
Analysts have reset their valuation view on BTS Group Holdings, cutting the implied price target from about THB53.14 (using the prior forward P/E input) to around THB20.64. They cite updated assumptions for fair value, discount rate, revenue growth returning to 1.3% from a previous decline of 6.4%, and a slightly higher profit margin outlook.
Anlatı Güncellemesi • Jun 23
BTS: Rail Expansion Prospects And Steady Margins Will Support Future Upside
Analysts now estimate BTS Group Holdings' fair value at THB2.83 per share, down from the previous THB3.15. This revision reflects updated assumptions on revenue growth, profit margins, discount rate and future P/E levels.Anlatı Güncellemesi • Jun 07
BTS: Rail Project Pipeline And Steady Margins Will Support Future Upside
Analysts have trimmed their price target for BTS Group Holdings from THB3.75 to THB3.15. They pointed to more moderate revenue growth assumptions and a lower future P/E, partly offset by a slightly higher profit margin outlook and a marginally reduced discount rate.Anlatı Güncellemesi • May 18
BTS: Steady Margins And Refined Discount Rate Will Support Upside
Analysts have kept their fair value estimate for BTS Group Holdings steady at THB3.75, with only very small tweaks to the discount rate, revenue growth and future P/E inputs guiding this unchanged price target. Valuation Changes Fair Value: THB3.75 is unchanged, indicating the updated inputs did not move the overall valuation output.Anlatı Güncellemesi • Apr 26
BTS: Steady Margins And Refined Discount Rate Will Support Upside
Analysts have kept their fair value estimate for BTS Group Holdings steady at THB3.75. They highlight that minor tweaks to the discount rate, revenue growth, profit margin and future P/E inputs do not currently translate into a different price target in THB terms.Anlatı Güncellemesi • Apr 11
BTS: Steady Margins And Higher Future P/E Will Support Upside
Analysts have nudged their price target on BTS Group Holdings slightly higher to THB3.75, citing a largely unchanged view on fair value, discount rate, revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value: THB3.75 remains unchanged, keeping the analyst view of intrinsic value steady.Anlatı Güncellemesi • Mar 27
BTS: Higher Future P/E And Margins Reset Will Support Upside
Analysts have adjusted their view on BTS Group Holdings, trimming the profit margin assumption and using a higher future P/E of 38.55. This has led to a revised price target around THB3.75, which is broadly in line with the previous THB3.75 level.Anlatı Güncellemesi • Mar 13
BTS: New Food Subsidiary Will Support Future Earnings Upside
Analysts have made only a minor change to their view on BTS Group Holdings, keeping the fair value steady at THB 3.75 while fine tuning inputs such as the discount rate, profit margin assumptions and future P/E expectations, which together support a largely unchanged price target narrative. What's in the News BTS Group Holdings Public Company Limited has incorporated a new subsidiary, Kon Talay Thai Company Limited, effective December 15, 2025.Anlatı Güncellemesi • Feb 26
BTS: New Food Subsidiary Will Support Future Earnings Upside
Analysts have trimmed their price target on BTS Group Holdings to THB3.75, citing updated assumptions around fair value, profit margin, revenue growth, and the adoption of a more conventional forward P/E framework. What's in the News BTS Group Holdings Public Company Limited has set up a new wholly owned subsidiary, Kon Talay Thai Company Limited, to operate in the food and beverage business.Anlatı Güncellemesi • Feb 09
BTS: New Food Venture Will Support Future Earnings And Business Expansion
Analysts have adjusted their price target for BTS Group Holdings to reflect updated assumptions around discount rates, margin expectations, and a very high future P/E multiple. This has resulted in a revised valuation that you may want to compare carefully with your own view on the stock.Anlatı Güncellemesi • Jan 25
BTS: New Subsidiaries Will Support Future Earnings And Business Expansion
Analysts have modestly adjusted their price target on BTS Group Holdings, citing largely unchanged fair value estimates of $4.35 along with only minor tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News BTS Group Holdings Public Company Limited set up Kon Talay Thai Company Limited on December 15, 2025 to engage in the food and beverage business, with registered capital of THB 1,000,000 divided into 10,000 ordinary shares at THB 100 per share (company announcement).Anlatı Güncellemesi • Jan 09
BTS: New Subsidiaries Will Support Future Earnings And Business Expansion
Analysts kept their fair value estimate for BTS Group Holdings broadly unchanged, with only small model tweaks to the discount rate, revenue growth and profit margin, which feed through to a similar implied P/E outlook and leave their price target effectively steady in currency terms. What's in the News BTS Group Holdings incorporated Kon Talay Thai Company Limited on December 15, 2025, to operate in the food and beverage business with registered capital of THB 1,000,000, divided into 10,000 ordinary shares at THB 100 per share.Anlatı Güncellemesi • Dec 25
BTS: New Subsidiaries Will Drive Future Earnings And Business Expansion
Analysts have trimmed their price target on BTS Group Holdings to 4.35, down from 4.79. They cited a slightly higher long term revenue growth outlook, which is offset by modestly lower margin and valuation assumptions.Anlatı Güncellemesi • Dec 11
BTS: New Consulting Subsidiary Will Support Stronger Future Earnings Profile
Analysts have lifted their price target on BTS Group Holdings from THB 4.79 to THB 4.79. This modest upward revision is grounded in expectations for a swing from slightly negative to positive revenue growth, marginally stronger profit margins, and a somewhat more favorable future earnings multiple despite a slightly higher discount rate.Anlatı Güncellemesi • Nov 27
BTS: Recent Subsidiary Formation Will Drive New Management Consulting Opportunities
Analysts have lowered their price target for BTS Group Holdings from $5.17 to $4.79. They cite a shift to negative revenue growth forecasts and reduced profit margins as key reasons for the revision.Anlatı Güncellemesi • Sep 10
Bangkok Urban Transit Expansion Will Create Opportunities Despite Margin Risks
Despite an improved revenue growth forecast, a sharp decline in net profit margin has led to a downward revision of the consensus analyst price target for BTS Group Holdings from THB5.49 to THB5.17. What's in the News Board meeting held to consider appointment of audit committee.Yeni Anlatı • Aug 02
Bangkok Transit Expansion Will Generate Progress Amid Regulatory Challenges
Expansion of transit lines and digital payment services positions BTS to capture higher, more diversified revenues from urbanization and increased mobility.CEO
Kavin Kanjanapas (51 yo)
11.4yrs
Görev süresi
฿504,000
Tazminat
Mr. Kavin Kanjanapas has been the Chief Executive Officer of BTS Group Holdings Public Company Limited since April 1, 2015 and served as its Chief Executive of MATCH Business since 2020 until June 2024. He...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Executive Director | 11.4yrs | ฿504.00k | 11.17% THB 3.6b | |
| COO & Executive Director | 16.7yrs | ฿504.00k | Veri yok | |
| Deputy CEO & Executive Director | 11.4yrs | ฿504.00k | Veri yok | |
| Chief Officer of MOVE Business & Executive Director | no data | ฿504.00k | 0.042% THB 13.6m | |
| Chairman | no data | Veri yok | Veri yok | |
| Chief Financial Officer | 3.1yrs | Veri yok | 0.0057% THB 1.8m | |
| Chief Investment Officer | 17.7yrs | Veri yok | Veri yok | |
| Accounting Director | 2.7yrs | Veri yok | Veri yok | |
| Chief Legal Officer | 5.7yrs | Veri yok | Veri yok | |
| Head of Internal Audit & Data Protection Officer | 15.7yrs | Veri yok | Veri yok | |
| Chief Officer of MIX Business | 5.8yrs | Veri yok | Veri yok | |
| Company Secretary | 10.9yrs | Veri yok | Veri yok |
11.2yrs
Ortalama Görev Süresi
50.5yo
Ortalama Yaş
Deneyimli Yönetim: BTS 'un yönetim ekibi deneyimli ve deneyimlidir ( 11.2 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Executive Director | 19.7yrs | ฿504.00k | 11.17% THB 3.6b | |
| COO & Executive Director | 28.8yrs | ฿504.00k | Veri yok | |
| Deputy CEO & Executive Director | 19.7yrs | ฿504.00k | Veri yok | |
| Chief Officer of MOVE Business & Executive Director | 16.2yrs | ฿504.00k | 0.042% THB 13.6m | |
| Non-Executive Independent Director | 16.2yrs | ฿504.00k | 0.0037% THB 1.2m | |
| Non-Executive Independent Director | 16.2yrs | ฿584.00k | 0.066% THB 21.2m | |
| Non-Executive Chairman of the Board | 33.3yrs | ฿1.01m | 32.92% THB 10.6b | |
| Non-Executive Independent Director | 11.2yrs | ฿504.00k | Veri yok | |
| Non-Executive Independent Director | 6.6yrs | ฿504.00k | 0.00078% THB 251.1k | |
| Non-Executive Lead Independent Director | 10.4yrs | ฿932.00k | 0.0050% THB 1.6m | |
| Independent Non-executive Director | less than a year | Veri yok | Veri yok | |
| Non-Executive Independent Director | 1.2yrs | ฿396.00k | Veri yok |
16.2yrs
Ortalama Görev Süresi
67yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: BTS 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 16.2 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/18 09:44 |
| Gün Sonu Hisse Fiyatı | 2026/09/18 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2026/03/31 |
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 |
|
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| 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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan 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
BTS Group Holdings Public Company Limited 16 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Kawee Manitsupavong | Asia Plus Securities Company Limited |
| Kaseedit Choonnawat | BofA Global Research |
| Suppata Srisuk | Bualuang Securities PCL |