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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
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Cross Asset Strategy
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11 Jul 2022 17:03
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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296 Views
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bullish
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Thematic (Sector/Industry)
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17 Mar 2022 07:58
A Review of COVID-19 Cases & The Easing of Travel Restrictions in Major Asian Countries
We discuss the recent COVID-19 stats including cases, deaths, and recovery/death rates in major Asian countries. More countries are treating COVID...
Douglas Kim
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297 Views
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bullish
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Asset World Corporation
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18 Dec 2021 07:32
SET50 December Index Rebalance: AWC, BANPU, TIDLOR Added; BJC, DELTA, STA Out
There are 3 changes to the SET50 index at the December rebalance. AWC, BANPU and TIDLOR will replace BJC, DELTA and STA. AWC is a 'surprise' and...
Brian Freitas
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504 Views
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bullish
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Airports of Thailand
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18 Jun 2021 16:44
Airport of Thailand (AOT): 120 Days to Reopening
As the Thai govt announced that they will open the borders in 120 days, the Airports of Thailand share will rally hard as it directly links with...
Henry Soediarko
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373 Views
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bullish
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Cross Asset Strategy
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23 Nov 2020 22:09
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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176 Views
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