Erawan Group's Strong Cost Control Set to Offset Mideast Conflict's Impact -- Market Talk

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Erawan Group's Strong Cost Control Set to Offset Mideast Conflict's Impact -- Market Talk

Dow Jones03-20 14:02

0602 GMT - Erawan Group's strong cost control is poised to offset near-term impact of the Middle East conflict, Thanachart Securities' Siriporn Arunothai says in a research report. The Thai hospitality company's stronger-than-expected cost management, which was evident in its 4Q 2025 earnings, acts as key mitigating factor, the analyst says. As the geopolitical impact is expected to fade over time, the brokerage lifts its 2028-2037 earnings forecasts for Erawan Group by 3% per year, reflecting normalization in tourism demand, improved operating leverage, and cost-control efficiency. The brokerage raises the stock's target price to THB3.20 from THB3.00, with an unchanged buy rating. Shares are 0.8% higher at THB2.40. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

March 20, 2026 02:02 ET (06:02 GMT)

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As the geopolitical impact is expected to fade over time, the brokerage lifts its 2028-2037 earnings forecasts for Erawan Group by 3% per year, reflecting normalization in tourism demand, improved operating leverage, and cost-control efficiency. The brokerage raises the stock's target price to THB3.20 from THB3.00, with an unchanged buy rating. Shares are 0.8% higher at THB2.40. 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