North East Rubber Plc. (NER): 1Q26 Core Profit Softens; 2026E Recovery Expected
KTX maintains an Outperform rating with a 12M forward fair value of Bt5.25, based on a required return of 20.9%, implying a PER of 4.8x.
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NORTH EAST RUBBER Plc.: Share Price Lags Rubber Prices And Peers
We lower our FV to reflect earnings downgrades; however, the stock still offers 8% upside to our revised FV. NER remains a key beneficiary of the...
107 Views
NORTH EAST RUBBER Plc. (NER): Weak 4Q25 Core Profit; Recovery Yean In 2026E
We downgrade NER to Neutral from Outperform, as the share price has risen close to our fair value of Bt5.38, based on a 20.7% required return and...
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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...
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Krungthai XSpring Zoom Eng. April 17, 2026
The Thai market closed at 1,489.73, down 17.11 points (-1.14%), driven mainly by a 5.68% drop in DELTA, which alone dragged the SET by 17.75 points.
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