Southeast Asia Rubber Product Sector's Positives Likely Priced In -- Market Talk

Dow Jones

2025/01/09

0320 GMT - Southeast Asia's rubber products sector tailwinds appear largely priced in, with share prices in the sector gaining 40%-50% in 2024, prompting RHB IB to downgrade the sector's rating to neutral from overweight. While local manufacturers may still benefit from favorable operating conditions amid a trade diversion in the U.S., sales volumes could normalize in 1H due to earlier front-loading activity, analyst Oong Chun Sung and team say in a note. They add that earnings growth may struggle to align with the sector's high valuations, indicating limited upside. RHB pegs Riverstone Holdings as its top pick for the sector. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

January 08, 2025 22:20 ET (03:20 GMT)

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(yingxian.wong@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2025 22:20 ET (03:20 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AP4.SI","symbol_name":"立合斯頓","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2502259053","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2502259053","pubTimestamp":1736392800,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0320 GMT - Southeast Asia's rubber products sector tailwinds appear largely priced in, with share prices in the sector gaining 40%-50% in 2024, prompting RHB IB to downgrade the sector's rating to neutral from overweight. 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While local manufacturers may still benefit from favorable operating conditions amid a trade diversion in the U.S., sales volumes could normalize in 1H due to earlier front-loading activity, analyst Oong Chun Sung and team say in a note. They add that earnings growth may struggle to align with the sector's high valuations, indicating limited upside. RHB pegs Riverstone Holdings as its top pick for the sector. (yingxian.wong@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 08, 2025 22:20 ET (03:20 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}