Dongcai New Consumption published its 23rd El Nino tracking note, confirming the official formation of a super El Nino and highlighting tightening supply in natural rubber, cotton, and sugar. The broker names Hainan Rubber, Guannong Co., and COFCO Sugar as key beneficiaries.
Broker turns bullish on natural rubber and sugar due to super El Nino supply constraints, with Hainan Rubber as top pick.
Free preview — more China A-share & HK research · About Us · Legal & Privacy