Honglim
commented on
$CAPITALA (5099.MY)$
Why can't CA fly, but AAX takes off by 5% every day instead?
Why can't CA fly, but AAX takes off by 5% every day instead?
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Honglim
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$HIBISCS (5199.MY)$ The stock price is severely undervalued, and the company continues to buy back! We shareholders and the company will continue to work hard, and we will definitely be able to defeat malicious short sellers! 💪💪💪🇲🇾👍👌✌️
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Honglim
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Honglim
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(Kuala Lumpur, 17th) The USA's higher tariffs on Chinese gloves exceeded expectations, inspiring a significant rise in local glove stocks, with the most favored ones experiencing a limit-up! $HARTA (5168.MY)$ particularly the limit-up board!
In a report released today, Industrial Bank Research pointed out that the USA has decided to significantly increase tariffs on Chinese goods. The tariff rate for gloves will be raised to 50% starting in 2025, and further increased to 100% in 2026.
Analysts believe that the punitive measures against China by the USA will bring significant spillover effects for Malaysian glove manufacturers, with the average selling price of Chinese gloves possibly surpassing Malaysia's as soon as next year.
Previously, the proposed import tariff on Chinese gloves by the United States is scheduled to increase to 25% by 2026, far below the current adjustment level.
Analysts further stated that this is likely to result in an average selling price of Chinese gloves, from the current $17, skyrocketing to $25.50 in 2025, and even rising to $34 in 2026.
Therefore, this will bring a price advantage to Malaysian glove manufacturers, as the comprehensive average selling price of the industry is only between $20 and $21.
Analysts therefore do not rule out the possibility of Chinese industry players considering expanding into overseas markets to avoid high tariffs.
However, we believe that this expansion will make Chinese businesses lose their cost competitiveness because they cannot achieve cost savings through coal production overseas.
With the United States deciding to significantly increase tariffs on Chinese goods, it means a Malaysia and...
In a report released today, Industrial Bank Research pointed out that the USA has decided to significantly increase tariffs on Chinese goods. The tariff rate for gloves will be raised to 50% starting in 2025, and further increased to 100% in 2026.
Analysts believe that the punitive measures against China by the USA will bring significant spillover effects for Malaysian glove manufacturers, with the average selling price of Chinese gloves possibly surpassing Malaysia's as soon as next year.
Previously, the proposed import tariff on Chinese gloves by the United States is scheduled to increase to 25% by 2026, far below the current adjustment level.
Analysts further stated that this is likely to result in an average selling price of Chinese gloves, from the current $17, skyrocketing to $25.50 in 2025, and even rising to $34 in 2026.
Therefore, this will bring a price advantage to Malaysian glove manufacturers, as the comprehensive average selling price of the industry is only between $20 and $21.
Analysts therefore do not rule out the possibility of Chinese industry players considering expanding into overseas markets to avoid high tariffs.
However, we believe that this expansion will make Chinese businesses lose their cost competitiveness because they cannot achieve cost savings through coal production overseas.
With the United States deciding to significantly increase tariffs on Chinese goods, it means a Malaysia and...
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Honglim
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(Kuala Lumpur News, 17th) The United States has imposed higher tariffs on Chinese gloves than expected, which has prompted a sharp increase in local glove stocks, with the most favored by the market. $HARTA (5168.MY)$ Hartalega (HARTA, 5168, main board healthcare stock) also hit the daily limit up!
In a research report, Xingye Investment Bank pointed out that the United States has decided to significantly increase tariffs on Chinese goods, with the tariff rate for gloves set to be raised to 50% from 2025 and further increased to 100% in 2026.
Analysts believe that the punitive measures taken by the United States against China will have a significant spillover effect for Malaysian glove manufacturers, and the average selling price of Chinese gloves may surpass Malaysia as early as next year.
Previously, the proposed import tariff on Chinese gloves by the USA is set to be increased to 25% in 2026, which is significantly lower than the current adjustment level.
The analyst continued to say that this could likely lead to an average selling price of Chinese gloves, skyrocketing from the current $17 to $25.50 in 2025, and even rising to $34 in 2026.
"Therefore, this will bring price advantages to Malaysian glove manufacturers, as the industry's average selling price ranges only between 20 to 21 USD.""
Therefore, analysts do not rule out the possibility that Chinese operators may reconsider their plans to expand in overseas markets to avoid high tariffs.
"However, we believe that this expansion may cause Chinese operators to lose their cost competitiveness, as they cannot achieve cost savings overseas through coal production."
...
In a research report, Xingye Investment Bank pointed out that the United States has decided to significantly increase tariffs on Chinese goods, with the tariff rate for gloves set to be raised to 50% from 2025 and further increased to 100% in 2026.
Analysts believe that the punitive measures taken by the United States against China will have a significant spillover effect for Malaysian glove manufacturers, and the average selling price of Chinese gloves may surpass Malaysia as early as next year.
Previously, the proposed import tariff on Chinese gloves by the USA is set to be increased to 25% in 2026, which is significantly lower than the current adjustment level.
The analyst continued to say that this could likely lead to an average selling price of Chinese gloves, skyrocketing from the current $17 to $25.50 in 2025, and even rising to $34 in 2026.
"Therefore, this will bring price advantages to Malaysian glove manufacturers, as the industry's average selling price ranges only between 20 to 21 USD.""
Therefore, analysts do not rule out the possibility that Chinese operators may reconsider their plans to expand in overseas markets to avoid high tariffs.
"However, we believe that this expansion may cause Chinese operators to lose their cost competitiveness, as they cannot achieve cost savings overseas through coal production."
...
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Honglim
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$TOPGLOV (7113.MY)$ This tariff triggered knee jerk reaction will not last, soon this stock will return to 90cts+ in few days. Last time we saw it in Covid-19 re-emergence and Mpox scare which pushed up price but fizzled out in few days.
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Honglim
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$TOPGLOV (7113.MY)$ What happened?
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Honglim
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Honglim
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$HIBISCS (5199.MY)$ Earning 58 cents per share this year, but only giving 7.5 cents in dividends? Boss is too stingy. No wonder the stock price keeps falling. It's so disappointing for us small shareholders who rely on dividends for a living. Be more generous, distribute 40% of the net profit to the shareholders, and this stock will surely rise!
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Honglim : The more valuable part of Capital A is the aviation business, at least most investors think that