In today’s briefing:
- Wintering Blow to Vietnam Rubber Volume in April Amid Improving Prices
- Sector Sweep – AI capex cycle drives institutional inflows and gains for Singapore’s listed tech manufacturers
Wintering Blow to Vietnam Rubber Volume in April Amid Improving Prices
Highlights
-
Vietnam exports 68,670 tonnes of NR worth US$137.18 million in April 2026
-
Jan-April exports reach 455,181 tonnes worth US$844.76 million
-
Exports to China during April 2026 fell by 20.7 percent YoY
Sector Sweep – AI capex cycle drives institutional inflows and gains for Singapore’s listed tech manufacturers
- Singapore’s electronic NODX rose 94.8% year-on-year in May 2026, driven by AI-related demand for integrated circuits.
- UMS Integration, AEM Holdings, and Frencken Group attracted over S$680 million in net institutional inflows year-to-date.
- Addvalue Technologies’ revenue grew 59.9% to US$24.8 million in FY2026, driven by space connectivity and digital radio solutions demand.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
