North East Rubber Plc. (NER): Soft 3Q25 Profit On Weaker Margin
The pressure from lower rubber prices and a stronger baht is expected to ease in 4Q25E, while in 2026E, we see weather conditions likely supporting...
359 Views
NORTH EAST RUBBER - 2Q25 Profit Sustained High
We maintain our Outperform rating with a 2025E fair value of Bt5.38, based on a required return of 20.7%, reflecting a target PER of 4.8x.
153 Views
NORTH EAST RUBBER Plc. - Fire Incident to Impact Sentiment Only in the Short Term
At approximately 1:30 a.m. on July 20, 2025, a fire broke out at North East Rubber Public Company Limited, located in Khok Ma Subdistrict, Prakhon...
298 Views
North East Rubber - Strong 1Q25 Earnings
KTX upgrades our rating to Outperform from Neutral, with a 2025E fair value of Bt5.38, based on a required return of 20.7%, reflecting a PER target...
202 Views
North East Rubber - Slow 4Q24 Margin Recovery but Just Temporary
KTX downgrades our rating to Neutral from Outperform, as the stock price has approached our 2025E fair value of Bt5.38, based on a required return...
316 Views