Viet Dragon Securities - Rubber industry – Dual impact causes rubber prices to jump sharply

Report

Viet Dragon Securities

Giao Nguyen

Rubber industry – Dual impact causes rubber prices to jump sharply

• Rubber prices are supported in the short term by rising oil prices due to geopolitical tensions in the Middle East, but this impact is likely to be temporary and depends on the development of the global energy market.
• The medium- to long-term outlook of the rubber industry is expected to continue to be supported by tight supply factors, while demand from the automobile industry and tire production is expected to recover from the pivot of tariff policy, making selling prices expected to continue to maintain a high base level (VND 48-50 million per ton).
• Regarding the conclusion of the inspection of the management, use of state capital and assets at Vietnam Rubber Industry Group, we believe that one of the group's subsidiaries and in the monitoring portfolio – DPR – may increase the cash dividend payment in the upcoming 2026 General Meeting of Shareholders.

05/03/2026 5 EN

Provider

Viet Dragon Securities

Viet Dragon Securities belongs to top 20 biggest securities companies in terms of chartered capital in Vietnam. With a qualified, dedicated and professional team, a widespread network, advanced technology, diversified products and services, and good relationship with local and foreign institutions, we provide a wide range of services and products to our clients both individuals and institutions, both local and foreign. We commit to provide our clients with promising investment opportunities and a comprehensive and professional financial investment services.

RongViet Research reports are diversified and abundant, along with in-depth analysis and performed by experienced, highly-qualified and knowledgeable teams. With the objectives of transparency, accurate and timely manner, RongViet believes that our products would always be important sources of information for customers/investors’ investment decisions.”

See profile

Analysts

Giao Nguyen

Other Reports from Viet Dragon Securities

Phuong Nguyen

Phuong Nguyen

EXHAUSTION

The market experienced a recovery and tested the 1,818 – 1,850 range during the trading session but recorded signs of exhaustion toward the end of the day. Liquidity decreased compared to the previous session, indicating that the support efforts from cash flow were insufficient to overwhelm the supply. The slight decline below the 1,818 zone, the convergence area of the MA(20) and MA(50) lines, warns of a market imbalance. However, the possibility of continuing to test supporting cash flow above the 1,818 level may still emerge in the next trading session. If supporting cash flow does not ...

March 6, 2026 March 6, 2026 10 EN

Phuong Nguyen

Phuong Nguyen

RECOVERY EFFORT

The market experienced a fairly strong decline during the trading session but received support and recovered. Liquidity increased compared to the previous session, indicating intense contention between supply and demand as the market dropped significantly. The area around 1,775 points, a resistance zone from 2025 that the market previously surpassed, is providing supportive momentum. Simultaneously, the recovery signal has helped the market temporarily escape its short-term oversold state and return to an equilibrium zone around the MA(20) and MA(50). The recovery is expected to continue i...

March 5, 2026 March 5, 2026 10 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Rubber industry – Dual impact causes rubber prices to jump sharply

EXHAUSTION

RECOVERY EFFORT

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe