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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
•
Thematic (Sector/Industry)
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21 May 2018 21:14
The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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327 Views
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bearish
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Thematic (Sector/Industry)
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19 May 2018 08:46
Mid-Year Thai Strategy Review (2018)
MCorp Review released a comprehensive 3-part Thai strategy back in December. Most of these themes are still applicable, though some will require...
Athaporn Arayasantiparb, CFA
232 Views
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bullish
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PTT PCL
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19 Apr 2018 11:48
Snippets #8: Syrian Tensions, PTT's New IPO!
Syrian Tensions. The Western allied nations (America, France, and Britain) decided to launch a second attack on Syria on the same basis of the...
Athaporn Arayasantiparb, CFA
308 Views
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bullish
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Thematic (Sector/Industry)
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02 Apr 2018 17:04
The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
Angus Mackintosh
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369 Views
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bullish
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Origin Property
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01 Apr 2018 05:16
Company Visits: The Best of March 2018
First off, we have to admit that the companies (over 30 of them) we visited this quarter were far more interesting than the previous quarter.Note...
Athaporn Arayasantiparb, CFA
222 Views
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