BTS Group Holdings Public Company Limited

SET:BTS Stok Raporu

Piyasa değeri: ฿32.5b

BTS Group Holdings Yönetim

Yönetim kriter kontrolleri 4/4

BTS Group Holdings CEO'su Kavin Kanjanapas, Apr2015 tarihinde atandı, in görev süresi 11.08 yıldır. şirketin hisselerinin 11.17% doğrudan sahiptir ve bu hisselerin değeri THB 3.63B dir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 10.8 yıl ve 15.8 yıldır.

Anahtar bilgiler

Kavin Kanjanapas

İcra Kurulu Başkanı

฿504.0k

Toplam tazminat

CEO maaş yüzdesin/a
CEO görev süresi11.1yrs
CEO sahipliği11.2%
Yönetim ortalama görev süresi10.8yrs
Yönetim Kurulu ortalama görev süresi15.8yrs

Son yönetim güncellemeleri

Recent updates

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.
User avatar
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 (50 yo)

11.1yrs
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

İsimPozisyonGörev süresiTazminatSahiplik
Kavin Kanjanapas
CEO & Executive Director11.1yrs฿504.00k11.17%
THB 3.6b
Rangsin Kritalug
COO & Executive Director16.3yrs฿504.00kVeri yok
Chi Keung Kong
Deputy CEO & Executive Director11.1yrs฿504.00kVeri yok
Surapong Laoha-Unya
Chief Officer of MOVE Business & Executive Directorno data฿504.00k0.042%
THB 13.7m
Chawadee Rungruang
Chief Financial Officer2.8yrsVeri yok0.0057%
THB 1.9m
Daniel Ross
Chief Investment Officer17.3yrsVeri yokVeri yok
Nuanphan Ougchim
Accounting Director2.3yrsVeri yokVeri yok
Sayam Siwarapornskul
Chief Legal Officer6.3yrsVeri yokVeri yok
Pipop Intaratut
Head of Internal Audit & Data Protection Officer15.3yrsVeri yokVeri yok
Lap Leung
Chief Officer of MIX Business6.3yrsVeri yokVeri yok
Taraket Thawornpanich
Company Secretary10.6yrsVeri yokVeri yok
Nantarach Atthawong
Investor Relationsno dataVeri yokVeri yok
10.8yrs
Ortalama Görev Süresi
49yo
Ortalama Yaş

Deneyimli Yönetim: BTS 'un yönetim ekibi deneyimli ve deneyimlidir ( 10.8 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Kavin Kanjanapas
CEO & Executive Director19.3yrs฿504.00k11.17%
THB 3.6b
Rangsin Kritalug
COO & Executive Director28.4yrs฿504.00kVeri yok
Chi Keung Kong
Deputy CEO & Executive Director19.3yrs฿504.00kVeri yok
Surapong Laoha-Unya
Chief Officer of MOVE Business & Executive Director15.8yrs฿504.00k0.042%
THB 13.7m
Ying-Chew Cheong
Independent Director15.8yrs฿504.00k0.0037%
THB 1.2m
Suchin Wanglee
Independent Director15.8yrs฿584.00k0.066%
THB 21.4m
Keeree Kanjanapas
Chairman of the Board32.9yrs฿1.01m32.92%
THB 10.7b
Karoon Chandrangsu
Independent Director10.8yrs฿504.00kVeri yok
Paisal Tarasansombat
Independent Director6.3yrs฿504.00k0.00078%
THB 253.6k
Pichitra Mahaphon
Lead Independent Director10.1yrs฿932.00k0.0050%
THB 1.6m
Plakorn Wanglee
Independent Director1.3yrsVeri yokVeri yok
15.8yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: BTS 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 15.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 03:59
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/03/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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

BTS Group Holdings Public Company Limited 16 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Kawee ManitsupavongAsia Plus Securities Company Limited
Kaseedit ChoonnawatBofA Global Research
Suppata SrisukBualuang Securities PCL