ERW (ERW TB): Solid Margin Expansion to Profit from Strong Tourism
Solid long-term earnings growth, share price is less volatile, and good price momentum relative to its sector The company should benefit from...
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The Best of August / September Company Visits
We visited almost 30 companies during the past two months, and the five favorite for this quarter would be Forth, Erawan, Ananda, THREL (ThaiRe...
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ERW: Continued Expansion in Budget Hotels
Cheap on a gross profit basis, good price momentum, and solid longterm earnings growth relative to its sector The company should benefit from...
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The Chef's Selection: The Best of May/June Company Visits
During the months of May and June, we visited roughly 30 companies and found ourselves most impressed with five of these: BTS, Erawan, Comanche,...
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Three of a Kind: Hotels, Snake Oil, & Truckers
MCorp Review recently met these three companies on the same day. We're gonna start with Erawan, since it's the biggest of the three and also...
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