北极熊
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🇨🇳 Chinese Market 🇨🇳 :Just over the weekend, stimulus were released. A summary of key measures with related stocks that may benefit from it. $iShares MSCI China ETF (MCHI.US)$ $iShares China Large-Cap ETF (FXI.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $CSI 300 Index (000300.SH)$ $Hang Seng Index (800000.HK)$
🔥Re-lending and Swap Facility: The People’s Bank of China launched initiatives to support stock buybacks and provide liquidity for invest...
🔥Re-lending and Swap Facility: The People’s Bank of China launched initiatives to support stock buybacks and provide liquidity for invest...
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北极熊
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(Kuala Lumpur, 17th news) The US imposes higher tariffs on Chinese gloves than expected, stimulating a surge in local glove stocks, among which the most favored by the market. $HARTA (5168.MY)$ Harta (HARTA, 5168, main board health care stock) is also at the limit up!
Industrial Investment Bank's research report today states that the United States has confirmed a substantial increase in commodity tariffs on China, with the tariff rate for gloves set to increase to 50% from 2025 and further increase to 100% in 2026.
Analysts believe that the punitive measures against China by the United States will bring significant spill-over effects for Malaysian glove manufacturers, and the average selling price of Chinese gloves may exceed Malaysia's as early as next year.
Previously, the proposed import tariff on Chinese gloves by the United States is set to increase to 25% in 2026, which is much lower than the current adjustment level.
Analysts further said that this could lead to an average selling price of Chinese gloves rising from the current $17 to $25.50 in 2025, or even $34 in 2026.
Therefore, this will bring price advantages to Malaysian glove manufacturers, as the comprehensive average selling price of industry players is only between 20 to 21 US dollars."
As a result, analysts do not rule out the possibility that Chinese operators may consider expanding into overseas markets to avoid high tariffs.
However, we believe that this expansion will cause Chinese operators to lose their cost competitiveness, as they cannot achieve cost savings through coal production overseas.
...
Industrial Investment Bank's research report today states that the United States has confirmed a substantial increase in commodity tariffs on China, with the tariff rate for gloves set to increase to 50% from 2025 and further increase to 100% in 2026.
Analysts believe that the punitive measures against China by the United States will bring significant spill-over effects for Malaysian glove manufacturers, and the average selling price of Chinese gloves may exceed Malaysia's as early as next year.
Previously, the proposed import tariff on Chinese gloves by the United States is set to increase to 25% in 2026, which is much lower than the current adjustment level.
Analysts further said that this could lead to an average selling price of Chinese gloves rising from the current $17 to $25.50 in 2025, or even $34 in 2026.
Therefore, this will bring price advantages to Malaysian glove manufacturers, as the comprehensive average selling price of industry players is only between 20 to 21 US dollars."
As a result, analysts do not rule out the possibility that Chinese operators may consider expanding into overseas markets to avoid high tariffs.
However, we believe that this expansion will cause Chinese operators to lose their cost competitiveness, as they cannot achieve cost savings through coal production overseas.
...
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北极熊
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北极熊
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北极熊
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There is always news about China's largest e-commerce company these days.
After the news of splitting up the business and ecosystem of $Alibaba (BABA.US)$ $BABA-W (09988.HK)$, the latest news on Alibaba is the change of guard.
Meet Joseph Tsai, who will be the next Chairman of Alibaba.
A few points to take note of about Joseph Tsai and why the change of guard.
1. Co-founder & vice Executive Chairman of Alibaba
Many would have thought Jack Ma was the sole found...
After the news of splitting up the business and ecosystem of $Alibaba (BABA.US)$ $BABA-W (09988.HK)$, the latest news on Alibaba is the change of guard.
Meet Joseph Tsai, who will be the next Chairman of Alibaba.
A few points to take note of about Joseph Tsai and why the change of guard.
1. Co-founder & vice Executive Chairman of Alibaba
Many would have thought Jack Ma was the sole found...
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Alibaba Group Holding $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ recently announced in an all-staff letter that, with the approval of the board of dire...
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Alibaba Group Holding $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ recently announced in an all-staff letter that, with the approval of the board of dire...
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