Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ERW.BK
HoldHot AirThe Erawan Group Public Company Limited · Consumer Cyclical · Thailand · $583M · Avg Vol: $3M/d
COMPANY DESCRIPTION
The Erawan Group Public Company Limited engages in hotel, and building rental and management businesses primarily in Thailand, Japan, and Philippines.
FINANCIAL SUMMARY (THB)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.6B | 7.0B | 7.9B | 7.9B | 19.5% | 8.1B | 8.4B | 8.9B | 5.9% |
| EPS (THB) | -0.05 | 0.16 | 0.27 | 0.17 | 2.3% | 0.18 | 0.20 | 0.21 | 10.3% |
| Shares | 4.5B | 4.5B | 4.9B | 4.9B | +7.8% | 4.9B | — | — | — |
| Debt | 14.2B | 15.3B | 14.7B | 14.6B | 0.9% | 14.7B | — | — | — |
| Equity | 5.7B | 6.3B | 8.7B | 9.0B | 16.3% | — | — | — | — |
| Op CF | 1.3B | 2.3B | 2.8B | 2.4B | 22.8% | 2.5B | — | — | — |
| Inv CF | 230.9M | -2.3B | -2.7B | -1.0B | — | — | — | — | — |
| Fin CF | -1.2B | -336.2M | 285.7M | -986.2M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of ERW.BK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ERW.BK | The Erawan Group Public Company Limited(you) | $583M | 65 | Hold |
| LRH.BK | Laguna Resorts & Hotels Public Company Limited | $137M | 68 | Buy |
| AWC.BK | Asset World Corp Public Company Limited | $3.1B | 53 | Hold |
| MINT.BK | Minor International Public Company Limited | $3.8B | 50 | Hold |
| JMART.BK | Jaymart Group Holdings Public Company Limited | $455M | 58 | Hold |
| M.BK | MK Restaurant Group Public Company Limited | $586M | 45 | Hold |
| GLOBAL.BK | Siam Global House Public Company Limited | $1.2B | 72 | Buy |
| MRDIYT.BK | MR. D.I.Y. Holding (Thailand) Public Company Limited | $1.7B | 69 | Buy |
| CENTEL.BK | Central Plaza Hotel Public Company Limited | $1.8B | 61 | Hold |
| COM7.BK | Com7 Public Company Limited | $2.1B | 67 | Buy |
Peer medians: ROE 9.6% · P/E 13.6x · Gross margin 26.8%