Upward commodity trend_December 2016

by finandlife09/12/2016 08:05

Follow oil price, other commodities increased in November. Most of patterns are showing the uptrend.

Cold rolled sheet price keep going up, it is good news for steel companies in Vietnam such as HPG, HSG, etc.

Natural rubber price keep climbing, it is good news for natural rubber companies and bad news for tire companies such as CSM, DRC, SRC.

Titanium dioxide price keep increasing, it is good news for BMC.

And the pull back of urea price creates expectation to sell higher price at urea companies such as DPM and DCM.

 

FINANDLIFE

Tags:

Economics

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I am currently serving as an Investment Manager at Vietcap Securities JSC, leveraging 16 years of experience in investment analysis. My journey began as a junior analyst at a fund in 2007, allowing me to cultivate a profound understanding of Vietnam's macroeconomics, conduct meticulous equity research, and actively pursue lucrative investment opportunities. Furthermore, I hold the position of Head of Derivatives, equipped with extensive knowledge and expertise in derivatives, ETFs, and CWs.

 

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