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Erawan Group (ERW TB)
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163
Analysis
Consumer Discretionary
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Thailand
The Erawan Group Public Company Limited develops and operates luxurious hotels, office buildings and shopping centers in the heart of Bangkok.
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bullish
•
Thematic (Sector/Industry)
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30 May 2018 12:23
The Week that Was in ASEAN@Smartkarma - Fiscal Slippage, Indonesian Industry, Thai Hotels
This week's Post-Vesak Day offering of 29 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
Angus Mackintosh
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113 Views
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bullish
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Thematic (Sector/Industry)
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22 May 2018 08:15
Thai Hotel Battle Rap: Erawan Vs CENTEL
We recently caught up with two of Thailand's major hotel operators, Erawan and Centel, and a third player, NVD, which has some hotel operations but...
Athaporn Arayasantiparb, CFA
142 Views
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bullish
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Thematic (Sector/Industry)
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21 May 2018 21:14
The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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226 Views
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bearish
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Thematic (Sector/Industry)
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19 May 2018 08:46
Mid-Year Thai Strategy Review (2018)
MCorp Review released a comprehensive 3-part Thai strategy back in December. Most of these themes are still applicable, though some will require...
Athaporn Arayasantiparb, CFA
121 Views
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bullish
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PTT PCL
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19 Apr 2018 11:48
Snippets #8: Syrian Tensions, PTT's New IPO!
Syrian Tensions. The Western allied nations (America, France, and Britain) decided to launch a second attack on Syria on the same basis of the...
Athaporn Arayasantiparb, CFA
184 Views
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