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SMARTSCORE: 3.6/5
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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bullish
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Thematic (Sector/Industry)
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15 Jul 2018 06:52
Catching the Thai MICE, a Billion Dollar Tourism-Linked Industry
MICE, which includes meetings, incentives, conferences, and events, is one of the highest margin service businesses in the world today catering due...
Athaporn Arayasantiparb, CFA
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bullish
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Erawan Group
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13 Jun 2018 00:59
The Best of May/June 2018
It wasn't easy selecting top picks for the latest round of company visits. Many of the companies had not been doing so well this quarter. Yet, even...
Athaporn Arayasantiparb, CFA
171 Views
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bullish
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Minor International
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06 Jun 2018 02:25
Biggest Deal in 2018: MINT Becomes a Thai Starwood!!
MINT buys NHH! Maybe, it's the sound of B Grimm tycoon tailgating Bill Heinecke on the Thai-Coons list, or the cheap interest rates, which can only...
Athaporn Arayasantiparb, CFA
305 Views
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bullish
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Thematic (Sector/Industry)
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30 May 2018 04:23
The Week that Was in ASEAN@Smartkarma - Fiscal Slippage, Indonesian Industry, Thai Hotels
This week's Post-Vesak Day offering of 29 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
Angus Mackintosh
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bullish
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Thematic (Sector/Industry)
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22 May 2018 00:15
Thai Hotel Battle Rap: Erawan Vs CENTEL
We recently caught up with two of Thailand's major hotel operators, Erawan and Centel, and a third player, NVD, which has some hotel operations but...
Athaporn Arayasantiparb, CFA
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