The Erawan Group Public Company LimitedERW
▲ ポジティブ資本関連度
ERW named a Top Pick in the hotel group for the Q4 2026 high season, cited for its high hotel exposure and attractive valuation versus peers.
銘柄への影響 5
Consumer Discretionary
The Erawan Group Public Company Limited
Minor International Public Company LimitedMINT
▼ ネガティブ資本関連度
MINT viewed less favourably than SHR due to uncertainty over the establishment of a REIT.
S Hotels and Resorts Public Company LimitedSHR
▲ ポジティブ資本関連度
SHR viewed more favourably than MINT in the hotel group.
Aerospace & Aviation
Thai Airways International Public Company LimitedTHAI
▲ ポジティブ資本関連度
THAI named a Top Pick in aviation, with earnings past their trough and set to recover from Q3 2026 on lower fuel costs and higher September bookings.
Industrials
Airports Of Thailand PCLAOT
± 混在資本関連度
AOT viewed less favourably than THAI as its departure passenger service fee benefit is likely already reflected in its share price.