14 Nov 2025
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 |
6-7 Nov |
13-14 Nov |
Change |
|
Bridgestone |
Yen6,807 |
Yen7,314 |
+7.4% |
|
Goodyear |
$8.04 |
$7.59 |
-5.6% |
|
Hankook |
KRW47,000 |
KRW59,500 |
+26.6% |
|
Michelin |
€28.37 |
€28.95 |
+2.0% |
|
Nokian Tyres |
€8.27 |
€8.48 |
+2.5% |
|
Pirelli |
€6.18 |
€6.11 |
-1.1% |
|
Sumitomo (SRI) |
Yen1,846 |
Yen2,130 |
+15.4% |
|
ZC Rubber |
CNY58.21 |
CNY58.80 |
+1.0% |
Selected rubber product manufacturers’ share-price trends
|
Company |
6-7 Nov |
13-14 Nov |
Change |
|
Avon Technologies |
£20.65 |
£19.18 |
-7.1% |
|
Cooper-Standard |
$28.97 |
$29.87 |
+3.1% |
|
Datwyler |
CHF144.20 |
CHF143.00 |
-0.8% |
|
Hexpol |
SEK84.65 |
SEK82.65 |
-2.4% |
|
Semperit |
€12.96 |
€13.00 |
+0.3% |
|
Trelleborg |
SEK389.00 |
SEK388.30 |
-0.2% |
MATERIALS
Natural rubber
NR futures were mixed over the first trading week of November, with the Osaka Exchange edging higher, while other markets slipped on light trading and renewed speculative selling. Buying interest remained limited after China reported weaker macro indicators, including a 1.1% year-on-year decline in October exports and a softer manufacturing data, reported Japan Exchange Group (JPX). According to JPX, the forward curve across major exchanges “remains broadly flat… [with] prices are likely to stay range-bound amid subdued trading volumes in the coming weeks.
Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 31/10/25 |
Week to 7/11/25 |
% Change |
|
Osaka |
RSS3 |
Jan‘26 |
309.5 (JPY) |
312.9 (JPY) |
+1.1% |
|
SHFE |
SCR/RSS |
Jan‘26 |
15,105 (CNY) |
15,025 (CNY) |
-0.5% |
|
INE |
TSR |
Jan‘26 |
12,370 (CNY) |
12,080 (CNY) |
-2.3% |
|
SICOM |
TSR20 |
Jan‘26 |
170.6 (US$c) |
168.7 (US$c) |
-1.1% |
|
SHFE |
BR |
Dec‘25 |
10,640 (CNY) |
10,235 (CNY) |
-3.8% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
Financial results reported over last two weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
Bridgestone |
Q1-3/25 |
Yen3.23trn |
~0% |
Yen368.4bn1 (adjusted) |
+4% |
|
Hankook Tire business |
Q3/25 |
KRW2.7trn |
+11.2% |
KRW519.2bn1 |
+10.4% |
|
Semperit |
Q3/25 |
€163m |
+1.1% |
€16.6m3 |
+28.7% |
|
Semperit |
Q1-3/25 |
€483m |
-4.6% |
€52.0m3 |
-18.6% |
|
Sailun |
Q3/25 |
Yuan10bn |
+18% |
Yuan1.04bn5 |
~0% |
|
Mesnac |
Q3/25 |
Yuan1.77bn |
+7% |
Yuan157m5 |
+3.6% |
|
Mesnac |
Q1-3/25 |
Yuan5.65bn |
+15.8% |
Yuan303m5 |
-11.8% |
|
Toyo Tires business |
Q1-3/25 |
Yen400.3bn |
+3.4% |
Yen70.4bn1 |
-6.0% |
|
Toyo rubber parts business |
Q1-3/25 |
Yen35.0bn |
+4.3% |
Yen1.7bn1 |
+24.3% |
|
Sri Trang Group |
Q3/25 |
THB21.6bn |
-31.8% |
THB449.4m3 |
-76.1% |
|
Akwel |
Q3/25 |
€220.1m |
-3.9% |
n/s |
n/s |
|
Akwel |
Q1-3/25 |
€757m |
-3.6% |
n/s |
n/s |
|
Pirelli |
Q3/25 |
€1,697m |
-2.3% |
€392.3m1 |
+0.9%_ |
|
Pirelli |
Q1-3/25 |
€5,195m |
+0.2% |
€1,185m1 |
+2.4% |
|
Tokai Carbon |
Q1-3/25 |
Yen110.9bn |
-7.1% |
Yen11.6bn1 |
-28.7% |
|
Toyoda Gosei |
fH1/25 |
Yen536bn |
+3.8% |
Yen33bn1 |
+14% |
|
Cabot Reinforcement Materials |
Q4/25 |
$563m |
-12.5% |
$137m3 |
-2% |
|
Cabot Reinforcement Materials |
fiFY/25 |
$2.3bn |
-11% |
$578m3 |
-4% |
|
Orion SA Rubber reinforcement |
Q3/25 |
$291m |
-3.3% |
$36.1m3 (adjusted) |
-31.8% |
|
Orion SA Rubber reinforcement |
Q1-3/25 |
$916.2m |
-3% |
$125.8m3 (adjusted) |
-20% |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
14 Nov |
Arlanxeo |
25% capacity polybutadiene expansion |
Trifuno, Brazil |
n/s |
Builds on previous 65ktpa expansion |
|
12 Nov |
Pyrum |
Planned ELT pyrolysis plant |
Livanates, Greece |
€100m |
Parnter Thermo Lysi gains €29.4m EU fund |
|
11 Nov |
Mesnac |
Opens mould prod’n plant |
Tay Ninh, Vietnam |
n/s |
First such facility overseas |
|
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 |
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