Rubber Stocks Shine: NER–STA–STGT–TEGH Profits Recover, Second Half in Focus

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Summary · why it matters

Rubber-related stocks have regained attention as natural rubber prices remain favorable for profits. NER reported second-quarter 2026 net profit of 436.36 million baht, up from the previous quarter. STA swung back to profitability with first-half profit of 1.54 billion baht. STGT's profit surged 635% year-on-year, while TEGH saw profit growth of 104%. TRUBB narrowed its loss to 16.29 million baht. Global supply tightness due to weather conditions supports prices, but the second half still faces risks from costs and slowing orders.

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