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>Bridgestone reshapes carbon black strategy with Tokai Carbon  </li><li>Hanwa invests in Thai tyre pyrolysis venture  </li><li>Sri Trang bets on AI and workforce upskilling</li></ul>

Bridgestone reshapes carbon black strategy with Tokai Carbon  Hanwa invests in Thai tyre pyrolysis venture  Sri Trang bets on AI and workforce upskilling

Deals, Recycling, Research And AI Power Thailand’s Rubber Shift

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of Stock Exchange of Thailand as of Jun 6th. We estimate that they had an aggregated short interest worth USD1.9bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Delta Electronics, Advanced Info Service, Krungthai Card, CP ALL, Ptt.</li>
</ul>


We analyzed the changes in short interest of Stock Exchange of Thailand as of Jun 6th. We estimate that they had an aggregated short interest worth USD1.9bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Delta Electronics, Advanced Info Service, Krungthai Card, CP ALL, Ptt.


Thailand Short Interest Weekly (Jun 6th): Delta Electronics, Advanced Info Service, Krungthai Card

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Three stocks remain, 11 new join the fray</li>
<li>Since inception, it has gained 73% versus the SET 100 Index’s return of 10%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: Three stocks remain, 11 new join the fray
Since inception, it has gained 73% versus the SET 100 Index’s return of 10%


The Stocks to Own in Thailand – Vol. 49

<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Six stocks remain, eight new join the fray</li>
<li>Since inception, it has gained 91% versus the SET 100 Index’s return of 7%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: Six stocks remain, eight new join the fray
Since inception, it has gained 91% versus the SET 100 Index’s return of 7%


The Stocks to Own in Thailand – Vol. 48

<ul><li>Sri Trang posts US$48.8 mn profit, reversing loss of US$12.7 mn in 2023  </li><li>Sri Trang sells 133,163 tons of EUDR rubber in 2024  </li><li>North East Rubber setting up plant in Ivory Coast  </li></ul>

Sri Trang posts US$48.8 mn profit, reversing loss of US$12.7 mn in 2023  Sri Trang sells 133,163 tons of EUDR rubber in 2024  North East Rubber setting up plant in Ivory Coast  

Thailand Rubber: Sri Trang Makes A Spectacular Foray In 2024, NER Too Impresses

Thailand

Sri Trang Agro-Industry Public Company Limited produces and markets smoked sheet rubber.  The Company sells its products to tire manufacturers as primary market, and exports to Japan, China, Korea, and Taiwan as secondary market.

Price Gauge
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Sri Trang Agro Industry (STA TB)

Deals, Recycling, Research And AI Power Thailand’s Rubber Shift

Thailand’s rubber and tire sectors— the backbone of the world’s largest natural rubber-producing nation—are undergoing a noticeable...

Helixtap

Thailand Short Interest Weekly (Jun 6th): Delta Electronics, Advanced Info Service, Krungthai Card

We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics, Advanced Info Service,...

Ke Yan, CFA, FRM

The Stocks to Own in Thailand – Vol. 49

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, 11 new join...

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 48

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...

A. Stotz Investment Research

Thailand Rubber: Sri Trang Makes A Spectacular Foray In 2024, NER Too Impresses

Thailand’s rubber industry witnessed a strong rebound in 2024, with leading company Sri Trang Agro-Industry Public Company Limited (STA) scripting...

Helixtap

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Deals, Recycling, Research And AI Power Thailand’s Rubber Shift

​​​​​​​Thailand’s rubber and tire sectors— the backbone of the world’s largest natural rubber-producing nation—are undergoing a noticeable...

Helixtap

Thailand Short Interest Weekly (Jun 6th): Delta Electronics, Advanced Info Service, Krungthai Card

We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics, Advanced Info Service,...

Ke Yan, CFA, FRM

The Stocks to Own in Thailand – Vol. 49

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, 11 new join...

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 48

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...

A. Stotz Investment Research

Thailand Rubber: Sri Trang Makes A Spectacular Foray In 2024, NER Too Impresses

Thailand’s rubber industry witnessed a strong rebound in 2024, with leading company Sri Trang Agro-Industry Public Company Limited (STA) scripting...

Helixtap

Thailand’s rubber and tire sectors— the backbone of the world’s largest natural rubber-producing nation—are undergoing a noticeable...