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$Alibaba (BABA.US)$ is releasing its Q2 FY2025 earnings on November 15 before the bell. Unlock insights with BABA Earnings Hub>>
Amid Trump victory, Chinese stocks and ETFs are sliding, as higher tariffs are anticipated. $Alibaba (BABA.US)$'s share price has been dropping ever since its peak of $308 per share in 2020. In the wake of recent Double 11 Shopping Festival competition in China, what outlook will Alibaba's man...

$BAUTO (5248.MY)$  Wait for 1.85

$BAUTO (5248.MY)$
down trend to 2?

$PBBANK (1295.MY)$ The current CEO is 81 years old, a slow and half-beat grandpa who can't wake up.

$MBSB (1171.MY)$ Consider buying in at 0.7, otherwise it is unlikely that there will be any dividends in the next half year.

$PBBANK (1295.MY)$ Waiting for the arrival of 4 yuan.

(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. $HARTA (5168.MY)$ Hartalega (HARTA, 5168, main board healthcare stock) even hit the daily 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 average selling price of industry players is only between 20 and 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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