The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Erawan: Ahead of the Pack
The outlook remains similar to what we saw in our previous visit. Erawan continues to trounce its two larger competitors, Minor and CENTEL, on...
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The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
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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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