7 Nov 2025
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Review of the key figures and data to emerge over the last seven days from leading players worldwide
SHARE PRICES
Selected tire manufacturers’ share-price trends
|
Company |
30-31 Oct |
6-7 Nov |
Change |
|
Bridgestone |
Yen6,744 |
Yen6,807 |
+0.9% |
|
Goodyear |
$7.00 |
$8.04 |
+14.9% |
|
Hankook |
KRW46,100 |
KRW47,000 |
+2.0% |
|
Michelin |
€28.11 |
€28.37 |
+0.9% |
|
Nokian Tyres |
€8.76 |
€8.27 |
-5.6% |
|
Pirelli |
€6.11 |
€6.18 |
+1.1% |
|
Sumitomo (SRI) |
Yen1,818 |
Yen1,846 |
+1.5% |
|
ZC Rubber |
CNY53.52 |
CNY58.21 |
+8.8% |
Selected rubber product manufacturers’ share-price trends
|
Company |
30-31 Oct |
6-7 Nov |
Change |
|
Avon Technologies |
£18.88 |
£182897.84 |
-0.2% |
|
Cooper-Standard |
$38.17 |
$28.97 |
-24.1% |
|
Datwyler |
CHF148.00 |
CHF144.20 |
-2.6% |
|
Hexpol |
SEK86.55 |
SEK84.65 |
-2.2% |
|
Semperit |
€13.00 |
€12.96 |
-0.3% |
|
Trelleborg |
SEK398.60 |
SEK389.00 |
-2.4% |
MATERIALS
Natural rubber
NR futures softened in the final trading week of October as China’s manufacturing activity came in below expectations, hitting market sentiment. China’s official PMI for October registered 49.0, below the forecast 49.6, prompting traders to unwind long positions and limiting buying momentum, Japan Exchange Group (JPX) said. Consumers in the physical market are currently paying premiums of 5–10 cents/kg over futures, depending on origin, it noted. This, added JPX, indicates processors are operating on "thin margins" at current price levels.
Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 24/10/25 |
Week to 31/10/25 |
% Change |
|
Osaka |
RSS3 |
Jan‘26 |
308.9 (JPY) |
309.5 (JPY) |
+0.2% |
|
SHFE |
SCR/RSS |
Jan‘26 |
15,375 (CNY) |
15,105 (CNY) |
-1.8% |
|
INE |
TSR |
Jan‘26 |
12,520 (CNY) |
12,370 (CNY) |
-1.2% |
|
SICOM |
TSR20 |
Jan‘26 |
173.1 (US$c) |
170.6 (US$c) |
-1.4% |
|
SHFE |
BR |
Dec‘25 |
11,125 (CNY) |
10,640 (CNY) |
-4.4% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
5 Nov |
Birla Carbon |
Up prod’n of ELT-based fillers |
n/s |
n/s |
Target 10% of global prod’n |
|
4 Nov |
SI Group |
New Europe R&D centre |
Four Ashes, UK |
n/s |
Facility opened |
|
3 Nov |
MESNAC |
New prod’n facility |
Svay Rieng, Cambodia |
n/s |
Groundbreaking |
|
29 Oct |
Toyo Tire Corp. |
Considering two new tire plants |
n/s |
n/s |
‘Current capacity near full utilisation… need expansion as a medium-term priority…” |
|
27 Oct |
Yokohama Rubber Co. |
Expand auto hose assembly plant |
San Francisco Industrial Park, Mexico |
n/s |
Operations expected to start in Q4/26 |
|
22 Oct |
Bridgestone, Eneos |
7.5ktpa tire pyrolysis pilot plant |
Seki City, Gifu, Japan |
n/s |
Ground-breaking, set for start-up in 2027 |
|
22 Oct |
Hetron |
Second TPEE elastomers plant |
n/s (Company is based in Jiangyin City) |
n/s |
Raise capacity from 22ktpa to 50ktpa |
|
21 Oct |
ContiTech |
New US compounding centre |
Mount Pleasant, Iowa |
$85m |
Located at hose and belt plant |
|
17 Oct |
Cenway |
70ktpa butyl rubber expansion |
Jiaxing, China |
Yuan170m |
Launches consultation |
|
16 Oct |
Luxi Chemical Group |
Proposed 100ktpa ‘deep-processing’ project for silicones |
Liaocheng, China |
n/s |
First environmental impact report notice issued 15 Sept |
BUSINESS
Financial results reported this week
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
Toyoda Gosei |
fH1/25 |
Yen536bn |
+3.8% |
Yen33bn1 |
+14% |
|
Cabot Reinforcement Materials |
Q4/25 |
$563m |
-12.5% |
$137m3 |
-2% |
|
Cabot Reinforcement Materials |
fiscalFY/25 |
$2.3bn |
-11% |
$578m3 |
-4% |
|
Orion SA Rubber reinforcement |
Q3/25 |
$291m |
-3.3% |
$36.1m3 adj |
-31.8% |
|
Orion SA Rubber reinforcement |
Q1-3/25 |
$916.2m |
-3% |
$125.8m3 adj |
-20% |
|
Nexen Tire |
Q3/25 |
KRW781bn |
+10.2% |
KRW111bn3 |
-0.1% |
|
Goodyear |
Q3/25 |
$4.6bn |
-3.7% |
$287m1 |
-17.1% |
|
Goodyear |
Q1-3/25 |
$13.4bn |
-4.1% |
$641m1 |
-30.3% |
|
Zeon Corp. Elastomers |
fQ2 |
Yen54.5bn |
-10% |
Yen2.3bn1 |
~0% |
|
Tokai Carbon - Carbon black |
Q1-3 |
Yen111bn |
-7.1% |
Yen11,678m1 |
-28.7% |
|
Wacker Chemie Silicones div. |
Q3/25 |
€673m |
-7% |
€86m3 |
-19% |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
M&A and Restructuring
Goodyear has completed the final round of its divestment plant with the sale of its ‘chemical business’ to an affiliate of private equity firm Gemspring Capital Management – for $650m (€565m), effective 31 Oct. Cash proceeds at closing amounted to $580m.
Goodyear is bringing its aviation operations under a unified global structure as it looks to streamline strategy across its commercial, military and private aviation tire business.
Kraton is to streamline its polymers operations in Berre, France to solely focus on producing USBC (unhydrogenated styrenic block copolymers) elastomers: ceasing the production of HSBC (hydrogenated styrenic block copolymers) products at the location.
Freudenberg-NOK Sealing Technologies, together with its aftermarket division Corteco, has acquired Alto Products Corp., a maker of clutch plates and automatic transmission parts. This acquisition strengthens Freudenberg’s position in the North American and global aftermarket, expanding the company’s product and service offerings for customers.
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