Comments on HARTA

Daima Florist

3 Like · Reply

Tg /harta 会再跌多50％都不会感到意外，手套会起只有2个原因，1）疫情，2）中美贸易战关税升级，经过这次特朗普事件，很多中国手套厂在近期已在美国，印尼，越南等地建手套厂，为了逃避中美贸易地缘政治影响，手套股还有排可以跌

5 months · translate ·

Previous replies (5)

Augustine Cheng

china low entry barrier can just applied to commodity grade gloves, not surgical grade glove.

1 Like · 5 months · translate

chin lua

Like I said, glove products are a sunset industry in Malaysia!

"同期，该公司营业额按年下跌8.5％至2亿560万令吉，主要受订单受关税不确定性影响而延误，加上中国厂商在非美国市场大举压价，导致销售进一步走弱。速柏玛表示，全球手套市场仍深陷供应过剩，竞争激烈的局面预计至少要到2027年才可能出现实质性复苏。"
https://www.klsescreener.com/v2/news/view/1629193

Like · Yesterday · translate

Simks Sim

19 Like · Reply

投行给出最新的合理价是2.66，赚点鸡饭，椰浆饭应该问题不大,贺特佳加油！！

7 months · translate ·

Previous replies (216)

来都来了

mai Mai Mai serringit top feels

Like · 2 days · translate

Daniel

Oversupplies situation will persist and in fact increase with commissioning of new Chinese rivals factories in ASEAN. Malaysian players have been actively cutting inefficient production lines and closing old factories, but these measures will continue to be undermined by Chinese rivals (INTCO Medical, Winner Medical Co., Ltd.,Blue Sail Medical & others) continuing to add new capacity. VENI VIDI VICI !

Like · 2 days · translate