ERW: High Fixed Costs Pressured 1Q21 Earnings
ERW’s 1Q21 core loss was Bt492m, compared to core loss of Bt103m in 1Q20 and core loss of Bt344m in 4Q20. Given the increase of the paid-up...
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ERW: Improved Performance QoQ in 4Q20 Earnings
ERW’s 4Q20 net loss was at Bt474m compared to net profit of Bt176m in 4Q19 and net loss of Bt514m in 3Q20. The company reported 2020 net loss of...
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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...
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ERW: Expect Continuing Loss Until 2021E
Yesterday analyst meeting came out with a neutral tone. We expect weak recovery in remaining quarters through 1H21, as tourist arrivals to Thailand...
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Catalyst Calendar for Thai Equities 2021
Many catalysts will pop up in late 2020 and the year 2021, which will likely test Thailand in terms of consumer sentiments, politics, and tourism...
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