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Erawan Group (ERW TB)
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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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bearish
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Asset World Corporation
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14 Sep 2022 05:02
SET50 Index Rebalance Preview: Three Potential Changes in December
There could be 3 changes to the SET50 at the December rebalance. One is a high probability change while two others are potential adds/deletes. Some...
Brian Freitas
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483 Views
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bullish
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Cross Asset Strategy
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22 Aug 2022 11:16
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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290 Views
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bullish
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Cross Asset Strategy
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11 Jul 2022 09:03
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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349 Views
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bullish
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Thematic (Sector/Industry)
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16 Mar 2022 23:58
A Review of COVID-19 Cases & The Easing of Travel Restrictions in Major Asian Countries
We discuss the recent COVID-19 stats including cases, deaths, and recovery/death rates in major Asian countries. More countries are treating COVID...
Douglas Kim
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365 Views
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bullish
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Asset World Corporation
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17 Dec 2021 23:32
SET50 December Index Rebalance: AWC, BANPU, TIDLOR Added; BJC, DELTA, STA Out
There are 3 changes to the SET50 index at the December rebalance. AWC, BANPU and TIDLOR will replace BJC, DELTA and STA. AWC is a 'surprise' and...
Brian Freitas
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569 Views
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