$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 ...
2
3
Report
Deep Sea
OP
:
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...
Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry. Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry.
Riverstone Stock Forum
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 ...
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...
No comment yet