$Top Glove (BVA.SG)$$Riverstone (AP4.SG)$ BEIJING — Chinese manufacturers are pausing production and turning to new markets as the impact of U.S. tariffs sets in, according to companies and analysts. The lost orders are also hitting jobs. “I know several factories that have told half of their employees to go home for a few weeks and stopped most of their production,” said Cameron Johnson, Shanghai-based senior partner at consulting firm Tidalwave Solutions. He said factories making toys, sporting ...
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Deep Sea
OP
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I believe Chinese glove makers can't export to USA market due to high tariffs.
$Top Glove (BVA.SG)$ UOB KH report. We maintain OVERWEIGHT on the Malaysian glove sector. Underneath the facade of geopolitical reshuffling and the US' reciprocal tariffs, the Malaysian glove sector faces mixed investor sentiments as uncertainty builds up. Nevertheless, the sector's core fundamentals remain solid as we anticipate sequential earnings growth driven by a full recapturing of US market share. More importantly, ytd retracement and bargain forward valuations are offering an attractive r...
$Riverstone (AP4.SG)$ Riverstone is one of UOB KH's top 10 beneficiaries from MAS SGD5 billion initiative. Besides healthcare gloves, Riverstone also makes cleanroom gloves which are subjected to lesser competition and higher margins. This Company Maintains High Margins, High Dividends -- Despite Fierce Competition $Top Glove (BVA.SG)$$Medtecs Intl (546.SG)$$UGHealthcare (8K7.SG)$
$Riverstone (AP4.SG)$$MarcoPolo Marine (5LY.SG)$ Riverstone and MarcoPolo are among the biggest beneficiaries of MAS' $5 b initiative. UOB KH has 10 picks. "Small mid cap stocks to be biggest beneficiaries" of MAS $5 b initiative. UOB KH has 10 picks
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Deep Sea OP : I believe Chinese glove makers can't export to USA market due to high tariffs.
Deep Sea OP : This is good news for Malaysian glove makers.
moolehleh :
