The Erawan Group PLC (ERW)

Tags: ERW, The Erawan Group

15/11/2024	Earnings brief: "3Q24: Weak quarter, as expected" – Neutral (TP Bt4.60)
29/10/2024	Company update: "Preview 3Q24: Weak quarter" – Neutral (TP Bt4.60)
19/08/2024	Industry update: Tourism (Hotel) – Prefer AWC and MINT. Growth to continue and valuations are stretched to the downside.; ERW: 2Q24: Core profit below estimate – Downgrade to Neutral (TP Bt4.60)
11/07/2024	Company update: "Concern on rising lease expense is overdone" – Outperform (TP Bt6.20)
16/05/2024	Earnings brief: "1Q24: Record high core profit, beat estimates" – Outperform (TP Bt6.20)
24/04/2024	Company update: "Preview 1Q24F: Marching to a record high" – Outperform (TP Bt6)
28/03/2024	High conviction: "Falling share price offers buying opportunity" – Outperform (TP Bt6)
27/02/2024	Earnings brief: "4Q23: Beat, with record-high core profit" – Outperform (TP Bt6)

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