CEO, Helixtap

Farah Miller

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>2023 rubber output estimated to touch only 60,000 tons</li><li>Heavy rains accentuate spread of leaf spot disease</li><li>Dependence on rubber imports increases for rubber product exports</li></ul>

2023 rubber output estimated to touch only 60,000 tonsHeavy rains accentuate spread of leaf spot diseaseDependence on rubber imports increases for rubber product exports

Leaf Spot Disease Lands Lankan Rubber Sector In Dire Straits

Head of Content, Data & Research, Helixtap

Arusha Das

Head of Content, Data & Research

<ul><li>Arbitrage opened as Yuan appreciates   </li><li>Uptick in imports and exports in November  </li><li>Thailand and Africa primary origins of TSR imports</li></ul>

Arbitrage opened as Yuan appreciates   Uptick in imports and exports in November  Thailand and Africa primary origins of TSR imports

Helixtap China Report: Spread Between INE And International Prices Narrows; Inventory Still Dampener

<ul><li>Farmer empowerment starts bearing fruit aided by German AHA  </li><li>Minister launches rubber-based grow bags and plant pots  </li><li>RubFarm shareholders have equal voting rights</li></ul>

Farmer empowerment starts bearing fruit aided by German AHA  Minister launches rubber-based grow bags and plant pots  RubFarm shareholders have equal voting rights

Farmers’ Venture RubFarm Starts Marketing Own Products

<ul><li>Govt responds positively to private sector request for sop  </li><li>Cambodia in two-pronged strategy to drive domestic and export growth  </li><li>Producers getting low-interest loans and financial assistance</li></ul>

Govt responds positively to private sector request for sop  Cambodia in two-pronged strategy to drive domestic and export growth  Producers getting low-interest loans and financial assistance

Cambodia Extends Export Tax Incentive For Two More Years

<ul><li>Narrowing distance between short-term moving averages toward end-2023 suggest possible short-term downward price trend  </li><li>Prices spiked on 2 January 2024 following Qingdao warehouse fire  </li><li>Prime physical grades could continue to trade at premium over SICOM while African records a discount  </li><li>Lower gross margin trends imply a challenging environment for processors in 2024  </li><li>Upward momentum post Chinese market measures in August 2023 shows signs of slowing in December</li></ul>

Narrowing distance between short-term moving averages toward end-2023 suggest possible short-term downward price trend  Prices spiked on 2 January 2024 following Qingdao warehouse fire  Prime physical grades could continue to trade at premium over SICOM while African records a discount  Lower gross margin trends imply a challenging environment for processors in 2024  Upward momentum post Chinese market measures in August 2023 shows signs of slowing in December

Helixtap Price Signals Flash Update: Lower Gross Margin Trends Imply A Challenging Environment For Processors In 2024

Singapore

SGX Technically Specified Rubber 20 (TSR20) Futures: Effective from 16th May 2011, this contract will be migrated from SICOM platform to the SGX-DT platform. It will cease trading on SICOM at the close of business day Friday, 13th May 2011. Trading hours are revised as 7.55am to 6.00pm (no lunch break). Please refer to SGX products website for the new revised contract specifications. Exchange symbol: TF. Product Specifications: https://www2.sgx.com/derivatives/products/sicom-rubber?cc=TF

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Rubber Future SGX TSR20 (ORA COMDTY)

Leaf Spot Disease Lands Lankan Rubber Sector In Dire Straits

The Sri Lankan rubber sector seems to be losing its battle against the airborne circular leaf spot disease (CLSD), which has hit an unprecedented...

Helixtap

Helixtap China Report: Spread Between INE And International Prices Narrows; Inventory Still Dampener

The appreciation in the Chinese Yuan against the U.S. dollar narrowed the gap between INE and international prices despite the elevated levels of...

Helixtap

Farmers’ Venture RubFarm Starts Marketing Own Products

In a transformative stride towards sustainability and prosperity in India's rubber industry, the Rubber Farmer Producer Company RubFarm is making...

Helixtap

Cambodia Extends Export Tax Incentive For Two More Years

Cambodia has extended tax incentives for rubber exports for another two years, starting January 1, 2024. This decision, outlined in a government...

Helixtap

Helixtap Price Signals Flash Update: Lower Gross Margin Trends Imply A Challenging Environment For Processors In 2024

Towards the end of 2023, SIR20 was assessed at the year-long high above US$1,550/mt. Prior to 2023, this assessment was last seen at these levels...

Helixtap

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)