OCBC, UOB to Benefit From US-driven Supply Chain Relocation to ASEAN
OCBC, UOB to Benefit From US-driven Supply Chain Relocation to ASEAN
Multinationals are likely to hasten their ASEAN expansion.
跨國公司很可能會加快在東盟的擴張。
Singapore-headquartered banks OCBC and UOB are both expected to benefit from an ongoing supply chain reorientation– provided that Donald Trump wins the US elections.
總部位於新加坡的銀行華僑銀行和大華銀行都有望從正在進行的供應鏈重組中受益，但前提是唐納德•特朗普贏得美國總統選舉。
UOB Kay Hian analyst Jonathan Koh expects the possible Trump administration to take an aggressive stance during trade negotiations with China– including imposing tariffs of 60% to 100% on imports.
大華繼顯控股的分析師Jonathan Koh預計，特朗普政府可能會在與中國的貿易談判中採取激進立場，包括對進口商品徵收60%至100%的關稅。
"Many multinational companies have adopted the China+1 strategy but must accelerate the expansion of their alternative production facilities within ASEAN, such as Malaysia, Thailand, Indonesia and Vietnam," Koh said in a report on sector update report on Singapore banks published on 8 August 2024.
Koh在2024年8月8日發表的新加坡銀行板塊升級報告上寫道："許多跨國公司已經採取了中國+1的策略，但必須加速其在東盟（如馬來西亞、泰國、印度尼西亞和越南）設立替代生產基地的擴張。"
OCBC and UOB are "prime beneficiaries" of this supply chain reorientation due to their extensive network within ASEAN countries, Koh said.
因爲在東盟國家擁有廣泛的業務網絡，所以華僑銀行和大華銀行是這種供應鏈重新定位的"主要受益者"，Koh說。