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

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

<ul><li>Operators high on quantum jump in exports to Malaysia</li><li>VRA Secretary-General says Vietnam keen on fully meeting EUDR</li><li>Major challenge variety of sources including imports and mixing</li></ul>

Operators high on quantum jump in exports to MalaysiaVRA Secretary-General says Vietnam keen on fully meeting EUDRMajor challenge variety of sources including imports and mixing

Elevated Prices, EUDR Delay Make Vietnam Upbeat At Rubber Dinner

Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

Hanwha Corporation imports and exports petrochemicals, machinery, automotives, electronics, and steel.  The Company also produces explosives for the defense and construction industries.  In addition, Hanwha manufactures automotive airbag inflators and telecommunication equipment, such as wireless phones and provides financial services through its subsidiaries.

<ul>
<li>During the public hearing, Lee Jae-myung asked Simpac's CFO about their 0.3x PBR, then remarked, "That’s prime territory for a hostile M&amp;A."</li>
<li>With PBRs under 0.3x, these companies may roll out shareholder returns to manage political pressure—definitely worth tracking from a value-up trading perspective.</li>
<li>Hanwha is interesting due to its room for shareholder returns and potential merger with Hanwha Energy. With the new Commercial Act, a public tender offer is likely. Worth watching closely.</li>
</ul>


During the public hearing, Lee Jae-myung asked Simpac's CFO about their 0.3x PBR, then remarked, "That’s prime territory for a hostile M&amp;A."
With PBRs under 0.3x, these companies may roll out shareholder returns to manage political pressure—definitely worth tracking from a value-up trading perspective.
Hanwha is interesting due to its room for shareholder returns and potential merger with Hanwha Energy. With the new Commercial Act, a public tender offer is likely. Worth watching closely.


Korea’s Dem Leader: PBR Under 0.3x Should Be Hostile M&A Targets – Names That Could Feel the Heat

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Clean Science and Technology / Equity Bottom-Up

Clean Science and Technology Private Limited operates as a chemical company. The Company offers butylated hydroxy anisole, mono methyl ether of hydroquinone, guaiacol, and dimethyl carbonate. Clean Science and Technology serves customers worldwide.

<ul><li>Clean Science and Technology (CSTL) is launching two performance chemicals and a pharma intermediatory over the next year</li><li>It has introduced four new Hindered Amine Light Stabilisers (HALS) in 1HFY25</li><li>The ramp-up in these new products not only drives revenue but also mitigates product concentration risk for the company</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Clean Science and Technology (CSTL) is launching two performance chemicals and a pharma intermediatory over the next yearIt has introduced four new Hindered Amine Light Stabilisers (HALS) in 1HFY25The ramp-up in these new products not only drives revenue but also mitigates product concentration risk for the companyContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Clean Science and Technology: Balancing revenue stream. Maintain SELL

Head of Content, Data & Research, Helixtap

Arusha Das

Head of Content, Data & Research

<ul><li>Widespread caution around Chinese buying sentiment </li><li>Weakness in Yuan can pose significant challenge</li><li>Trade data not very optimistic</li></ul>

Widespread caution around Chinese buying sentiment Weakness in Yuan can pose significant challengeTrade data not very optimistic

Helixtap China Report: 2025 A Challenging Year For China

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Thematic (Sector/Industry)

<ul><li>Mr. Kerr's focus on resources in Australia and surprises in the industry, including BHP Anglo's moves and Liontown's share value drop</li><li>Corporate governance issues with Andrew Forrest and Fortescue, including concessions on hydrogen targets</li><li>Challenges in the hydrogen and lithium sectors, such as BP's Australian renewable energy hub proposal and Rio Tinto's large investment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mr. Kerr's focus on resources in Australia and surprises in the industry, including BHP Anglo's moves and Liontown's share value dropCorporate governance issues with Andrew Forrest and Fortescue, including concessions on hydrogen targetsChallenges in the hydrogen and lithium sectors, such as BP's Australian renewable energy hub proposal and Rio Tinto's large investmentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Biggest Mining stories of 2024 – AFR’s Peter Ker

Materials
Insights in the Materials Space

Elevated Prices, EUDR Delay Make Vietnam Upbeat At Rubber Dinner

Vietnam is basking in the new fortune that rubber brought during 2024 in the form of higher global prices. The mass attendance and the euphoric and...

Helixtap

Korea’s Dem Leader: PBR Under 0.3x Should Be Hostile M&A Targets – Names That Could Feel the Heat

The Democratic Party leader’s bold move: “A PBR under 0.3x is prime for a hostile M&A target.” Here are the stocks that could feel the heat.

Sanghyun Park

Clean Science and Technology: Balancing revenue stream. Maintain SELL

Clean Science and Technology (CSTL) is launching two performance chemicals and a pharma intermediatory over the next year

HDFC Securities

Helixtap China Report: 2025 A Challenging Year For China

The Chinese rubber market is navigating a complex landscape characterized by significant volatility and challenges. Despite the government's...

Helixtap

Biggest Mining stories of 2024 – AFR’s Peter Ker

Mr. Kerr focuses on resources, BHP Anglo makes surprising move in 2024, battery metal slump impacts Lion Town and Nickel West, Minray and Andrew...

Money of Mine