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Erawan Group (ERW TB)
Watchlist
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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bearish
•
Macroeconomics
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19 Nov 2016 14:50
Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
Stewart Paterson
370 Views
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bullish
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Banpu Public
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30 Oct 2016 21:54
Rabble Rousers (Episode 2): The Hardest Dots To Connect
The Vongkusolkij family of Mitr Phol Group boasts market leadership in not one but two very distinct industries: sugar and coal (Banpu), and have...
Athaporn Arayasantiparb, CFA
210 Views
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bearish
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Minor International
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20 Oct 2016 14:34
Thai-Coons Ep. 9: Beating Goldman Sachs
Coup'la years ago, the Goldman Sachs, the mightiest firm on Wall Street which already had a stake in Four Seasons, tried to buy the Regent in...
Athaporn Arayasantiparb, CFA
399 Views
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bullish
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Thematic (Sector/Industry)
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01 Oct 2016 18:27
American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
Athaporn Arayasantiparb, CFA
228 Views
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bearish
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Minor International
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17 Sep 2016 10:31
Silicon September 5.0: Sharing Economy...Phantom Menace for Hotel Industry
The sharing economy encompasses ride hailing and apps encouraging time sharing of property via Airbnb. Apart from obvious risk to community...
Athaporn Arayasantiparb, CFA
184 Views
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