The Erawan Group - Expect Soft 2Q25E Earnings...
We expect 2Q25E core profit to decline both YoY and QoQ due to seasonal factors and a slowdown in Chinese tourist arrivals.
354 Views
ERW - 2Q25E to Be Negatively Impacted by Lower Chinese Tourist Arrivals..
Core profit has been revised downward to reflect a decline in Chinese tourist arrivals and the impact of the earthquake. 1Q25E core profit is...
173 Views
The Erawan Group - Upbeat 4Q24 Earnings Due to Good GPM
We remain positive on the fundamentals, as the market price implies a significant upside of 47% to the fair value. However, our tactical outlook...
207 Views
The Erawan Group - Better 4Q24E Earnings Outlook Due to Strong EBITDA Margin
Core profit for 4Q24E is expected to have grown beyond the previously estimated range due to effective cost control, resulting in a stronger-than...
219 Views
KTX Zoom - JULY 21, 2025
The SET Index is expected to trade sideways up today, with the resistance at 1,214/1,220 points and the support at 1,200/1,194 points.
194 Views