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Erawan Group (ERW TB)
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163
Analysis
Consumer Discretionary
•
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
•
Muangthai Capital
•
27 Jan 2023 06:05
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Broker
MPC - MPC Raised the Policy Interest Rate by 0.25% to 1.50%
We expect the MPC to continue raising the policy interest rate in 2023E to the terminal rate of 2.0%, which is where the real rate will turn...
Krungthai XSpring
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359 Views
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bullish
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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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139 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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152 Views
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