KTX Tactical Picks - October 1, 2026 (Eng.)
The KTX Tactical Picks portfolio is constructed by KTX, with investments limited to securities covered by at least four analysts. Stock inclusion...
94 Views
The Erawan Group Plc. (ERW): Stretched Valuation Amid In-Line 2Q26 Earnings and a Lower Outlook
2Q26 core profit improved YoY, in line with both market and our expectations, supported by stronger hotel operations. We downgrade our rating to...
88 Views
Primer: Erawan Group (ERW TB) - Aug 2026
Erawan Group is strategically positioned to capitalize on the recovery and long-term growth of tourism in Thailand and the broader APAC region,...
96 Views
THE ERAWAN GROUP Plc. (ERW): RevPAR and Lower Interest Lift 2Q26E Earnings - Outperform
A refined customer mix and lower interest expenses should support YoY growth in RevPAR and 2Q26E core profit despite the Middle East conflict. We...
112 Views
THE ERAWAN GROUP Plc: 1Q26E Slightly Below Prior Expectations Due To Loan Refinancing Costs
We expect 1Q26E core profit to decline QoQ, lower than our previous estimate of QoQ growth, as the company recognized refinancing fees to reduce...
101 Views