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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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bearish
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Cross Asset Strategy
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23 Mar 2020 16:31
The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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315 Views
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bearish
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Cross Asset Strategy
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16 Mar 2020 07:23
The Thai Corona Crisis: Impact and Response
The number of coronavirus (or COVID-19) infections seems to have stabilized somewhat in Thailand, but the impact on the economy is severe, as the...
Athaporn Arayasantiparb, CFA
315 Views
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bullish
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Cross Asset Strategy
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02 Mar 2020 16:56
The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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308 Views
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bearish
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Erawan Group
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27 Feb 2020 06:34
Dark Clouds Over Erawan
We recently visited Erawan and Global Green Chemicals (GGC TB) this week. Let's just say the companies are having a hard time even before the...
Athaporn Arayasantiparb, CFA
307 Views
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bullish
•
Cross Asset Strategy
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25 Nov 2019 21:34
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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359 Views
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