KLSE

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Joined Dec 2015

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Gloves (Neutral). Considering Vietnam now enjoys a lower tariff rate, it enhances its
cost competitiveness vs Malaysia. Notably, Intco is set to expand its manufacturing
footprint in Vietnam, with new capacity expected to come online by end-2025. Overall,
we think sentiment on the glove sector will take a hit given more uncertainty in supply-
demand dynamics heading to 2026. We stay cautious on the sector and we have a
sole BUY on KOSSAN (TP: RM2.30) for its differentiated strategies in product
customisation and automation, coupled with its robust balance sheet.
17 hours · translate
有没有人买在3.50-4.00的呢? 你们cut了还是hold着?
3 weeks · translate
With current trend, why not
3 weeks · translate
要跌就跌够够力吧…反正也没差了
3 weeks · translate
Yea,One day show , or maybe drop lower than the previous low..
3 weeks · translate
Engine start today
4 weeks · translate
Lets see how market reacts to the Quarter report..lol
2 months · translate
21 May 2025
2 months · translate
以现在这样关税战看来,好像只有马来西亚的手套是最大的受益者..大部分的手套Market Share将会回流马来西亚…短中期 受益还是手套..
2 months · translate
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