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Erawan Group (ERW TB)
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199
Analysis
Consumer Discretionary
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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
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Erawan Group
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05 Jun 2017 06:55
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...
Athaporn Arayasantiparb, CFA
361 Views
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bullish
•
Thematic (Sector/Industry)
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07 May 2017 15:22
Obamacare Repeal & Thai Stocks
The Crusade against Obamacare. Back in St Louis, a long-shot Republican candidate managed to make Hillary, who is a great debater in our books (...
Athaporn Arayasantiparb, CFA
259 Views
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bearish
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Thematic (Sector/Industry)
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12 Apr 2017 09:01
Sector Weights for Thailand
This is a quickie run-down on MCorp Review's overweight and underweights for sectors in Thailand as well as brief follow-up commentary. The IPO...
Athaporn Arayasantiparb, CFA
247 Views
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bullish
•
Thematic (Sector/Industry)
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27 Feb 2017 10:50
Sector Capsule: Apparel Accessories in Thailand
Headlines Apparel accessories increases by 3% in current value terms in 2016, to reach THB11.2 billion Outbound tourists support the demand for...
Euromonitor International Ltd.
4.3k Views
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bearish
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Thematic (Sector/Industry)
•
02 Feb 2017 23:29
Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
Athaporn Arayasantiparb, CFA
3.6k Views
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