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Erawan Group (ERW TB)
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166
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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28 Oct 2022 08:41
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Broker
Fund Manager Survey - No Cuts, No Glory
Global fund managers still suggest increasing holdings of safe-haven assets, such as cash, or investing in sectors with recurring income, notably...
Krungthai XSpring
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142 Views
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bullish
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Erawan Group
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26 Oct 2022 12:20
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Broker
ERW : Expect Turnaround in 4Q22, but Has Mostly Priced In
We downgrade ERW to HOLD while cut target price to Bt4.20. (Previous TP: 4.60) after earnings downgrade in 22-23E chiefly from rising cost...
Pi Securities PCL, Thailand
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107 Views
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bearish
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Thematic (Sector/Industry)
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04 Oct 2022 09:52
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Broker
Special Report: Global Fund Manager Survey
We maintain our recommendation for stocks under the reopening theme that should benefit from the peak seasons for spending and tourism
Krungthai XSpring
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155 Views
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bearish
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Asset World Corporation
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14 Sep 2022 13:02
SET50 Index Rebalance Preview: Three Potential Changes in December
There could be 3 changes to the SET50 at the December rebalance. One is a high probability change while two others are potential adds/deletes. Some...
Brian Freitas
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427 Views
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bullish
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Cross Asset Strategy
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22 Aug 2022 19:16
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
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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233 Views
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