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...
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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...
359 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
478 Views
ERW: Pure Hotel Player in Key Strategic Locations
We initiate coverage of ERW with a BUY rating and a 2020 target price of Bt7.97, based on 32.4xPE’20E, which represents a relative PE of 1.31x to...
488 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
485 Views