Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>Exports to Indonesia surge 154% MoM in June  </li><li>China drives monthly rubber trade rebound  </li><li>Typhoon Kajiki disrupts supply and pushes up prices  </li></ul>

Exports to Indonesia surge 154% MoM in June  China drives monthly rubber trade rebound  Typhoon Kajiki disrupts supply and pushes up prices  

Seasonal Surge Lifts Vietnam’s Rubber Exports In June Amid Price Strain

CEO, Helixtap

Farah Miller

<ul><li>As rains turn the bane of Thailand, Vietnam exports get a fillip</li><li>China export volume too goes up but value doesn’t match</li><li>Vietnam readying its rubber sector to meet emerging needs</li></ul>

As rains turn the bane of Thailand, Vietnam exports get a fillipChina export volume too goes up but value doesn’t matchVietnam readying its rubber sector to meet emerging needs

Vietnam Exports In Full Swing, But Returns Fail To Keep Pace

Institutional Sales at Bao Viet Securities, BAOVIET Securities

Dylan Waller

Institutional Sales at Bao Viet Securities

The 1st Established Securities House in Vietnam

BAOVIET Securities

Bao Viet Securities Joint Stock Company (BVSC) is one of the leading and most prestigious securities companies in Vietnam, providing professional financial and investment services for domestic and foreign individuals and institutions, investment funds and banks. BVSC is a member of Bao Viet Holdings, the leading financial &amp; insurance conglomerate under the control of Vietnam’s MOF. During its 13 years of development, as the first securities company in the Vietnamese stock market, BVSC has continuously increased its financial capacity, strengthened its operations and developed a modern information technology system in order to improve the quality of service and become a leading brokerage company in Vietnam. BVSC has received a number of awards and recognitions from foreign and local prestigious institutions. In advisory activities, with highly experienced experts who were educated at foreign and local prestigious universities, BVSC was honored to receive the “Outstanding M&amp;A Advisory Firm” Award in 2011 and 2012, granted by the Securities Investment newspaper and the Ministry of Planning and Investment. BVSC was also recently named Best Equity House and Best Brokerage House in Vietnam in 2016 by Global Banking; Finance Review. Mergers and acquisitions (M&A) deals under BVSC consultancy were also selected as the most typical deals in the market. BVSC has also upheld its position among the top 10 securities companies by brokerage market share on the HSX and HNX. Notably, BVSC is among the three biggest bond brokerage houses in the market.

Thematic (Sector/Industry)

Insight Overview Overall, we are optimistic about some measures that the government is taking to reach its GDP growth target, although we still project that growth will only reach 6.3-6.5%, below the target of 6.7%.  This growth may be supported by increased credit growth, and further easing measures from the SBV during H2 2017 (supported by the recovery of CPI during Q2 2017).  Some noteworthy events from this month include the launch of a derivatives market on August the 10th, and resolutions…

Insight Overview  Overall, we are optimistic about some measures that the government is taking to reach its GDP growth target, although we still project that growth will only reach 6.3-6.5%, below the target of 6.7%.  This growth may be supported by increased credit growth, and further easing measures from the SBV during H2 2017 (supported by the recovery of CPI during Q2 2017).  Some noteworthy events from this month include the launch of a derivatives market on August the 10th, and resolutions…

Vietnam Market Updates: Where the Rubber Meets the Road

Frontier and emerging markets (Vietnam)

Nomadic Equity

Macroeconomics

The investment landscape of Vietnam has changed considerably since early 2016.  The country’s economic resilience is resulting in the country’s valuations topping its frontier peers in Asia and even trading on par with some of its emerging peers in Asia.  Thus, the prior 30-40% discount to emerging Asia case is slowly fading away as a result of the rise of the country’s stock market valuation in the past year.  It is imperative to note this fact, given that the "30-40% discount to emerging Asia"…

The investment landscape of Vietnam has changed considerably since early 2016.  The country’s economic resilience is resulting in the country’s valuations topping its frontier peers in Asia and even trading on par with some of its emerging peers in Asia.  Thus, the prior 30-40% discount to emerging Asia case is slowly fading away as a result of the rise of the country’s stock market valuation in the past year.  It is imperative to note this fact, given that the "30-40% discount to emerging Asia"…

Navigating Vietnam's New Investment Landscape

Viet Capital Securities Joint Stock Company

Luan Nguyen

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber exploitation businesses record such a period of victory. Accordingly, the two major rubber suppliers, Phuoc Hoa Rubber (PHR) and Dong Phu Rubber (DPR), generated such impressive results.

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber exploitation businesses record such a period of victory. Accordingly, the two major rubber suppliers, Phuoc Hoa Rubber (PHR) and Dong Phu Rubber (DPR), generated such impressive results.

Vietnam

Phuoc Hoa Rubber Joint Stock Company is a Vietnam-based company primarily engaged in rubber cultivation, exploitation, and processing of natural rubber products, including Standard Vietnamese Rubber (SVR) products. The company also processes and trades rubber wood, operates gasoline stations, and is involved in real estate and industrial park infrastructure. It was founded in 2008 and is headquartered in Ho Chi Minh City, Vietnam.

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Phuoc Hoa Rubber (PHR VN)

Seasonal Surge Lifts Vietnam’s Rubber Exports In June Amid Price Strain

Recovering fully from its off-season lull, Vietnam’s rubber industry entered June 2025 with renewed momentum, marking a decisive shift in...

Helixtap

Vietnam Exports In Full Swing, But Returns Fail To Keep Pace

Vietnam returned to a positive natural rubber outlook in September 2023, with oil prices showing a definite markup, while Thailand’s rubber...

Helixtap

Vietnam Market Updates: Where the Rubber Meets the Road

Insight OverviewOverall, we are optimistic about some measures that the government is taking to reach its GDP growth target, although we still...

BAOVIET Securities

Navigating Vietnam's New Investment Landscape

The investment landscape of Vietnam has changed considerably since early 2016. The country’s economic resilience is resulting in the country’s...

Nomadic Equity

Natural Rubber Industry as of Q3 2016

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber...

Luan Nguyen

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Seasonal Surge Lifts Vietnam’s Rubber Exports In June Amid Price Strain

​​​​​​​Recovering fully from its off-season lull, Vietnam’s rubber industry entered June 2025 with renewed momentum, marking a decisive shift in...

Helixtap

Vietnam Exports In Full Swing, But Returns Fail To Keep Pace

Vietnam returned to a positive natural rubber outlook in September 2023, with oil prices showing a definite markup, while Thailand’s rubber...

Helixtap

Vietnam Market Updates: Where the Rubber Meets the Road

Insight OverviewOverall, we are optimistic about some measures that the government is taking to reach its GDP growth target, although we still...

BAOVIET Securities

Navigating Vietnam's New Investment Landscape

The investment landscape of Vietnam has changed considerably since early 2016. The country’s economic resilience is resulting in the country’s...

Nomadic Equity

Natural Rubber Industry as of Q3 2016

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber...

Luan Nguyen

Recovering fully from its off-season lull, Vietnam’s rubber industry entered June 2025 with renewed momentum, marking a decisive shift in...