Sri Trang Agro-Industry Public Company LimitedSTA
▲ ポジティブ資本供給関連度
Kasikorn Securities maintains Buy on STA with 26 baht target, citing EUDR tailwinds and a natural rubber upcycle.
資産への影響 3
Synthetic Biology (non-pharma)
Sri Trang Agro-Industry Public Company LimitedMaterials
Sri Trang Gloves (Thailand) Public Company LimitedSTGT
▼ ネガティブ供給関連度
STGT's rubber glove production costs are expected to rise in H2 2026 on higher latex prices, and some customers are delaying orders.
その他
⛏Natural Rubber (RSS)
RUBBER
▲ ポジティブ供給関連度
Shrinking Thai and Indonesian output leaves regional natural rubber supply significantly lower, with ASPs forecast to rise to USD 2.3-2.5/kg.