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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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Banpu Public
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11 Jul 2020 03:04
Revisiting Mitr Phol Group: Erawan and Banpu
We visited three companies in the Mitr Phol Group, namely hotel chain Erawan, the and Thailand's largest coal producer Banpu. This is a quick...
Athaporn Arayasantiparb, CFA
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bullish
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Cross Asset Strategy
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08 Jun 2020 02:46
The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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431 Views
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bearish
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Cross Asset Strategy
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23 Mar 2020 08:31
The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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381 Views
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bearish
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Cross Asset Strategy
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15 Mar 2020 23:23
The Thai Corona Crisis: Impact and Response
The number of coronavirus (or COVID-19) infections seems to have stabilized somewhat in Thailand, but the impact on the economy is severe, as the...
Athaporn Arayasantiparb, CFA
377 Views
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bullish
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Cross Asset Strategy
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02 Mar 2020 08:56
The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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371 Views
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