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 Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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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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The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
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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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