ERW: Continued Expansion in Budget Hotels
Cheap on a gross profit basis, good price momentum, and solid longterm earnings growth relative to its sector The company should benefit from...
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The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
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Thai Hotels: Sky's the Limit! (...for Most)
In general, the Thai hotel sector had a great quarter. MINT delivered a 19% normalized earnings growth in Q2'17, but that was easily eclipsed by...
213 Views
The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
214 Views
ASEAN Hotels & Hospitality - The Russians Are Coming - On the Ground in J -Town
On a recent visit to Jakarta, I was kindly invited to the Jones Lang Lasalle Real Estate Conference. One of the most interesting presentations was...
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