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$NVIDIA (NVDA.US)$ bulls are pouring millions of dollars in the options market a day after the short sale volume on the stock climbed by almost 57%.
Unusual option trades tracked by moomoo showed 17 big bullish transactions were posted in the first three hours after the market opened Thursday. The biggest of them involved an active buyer paying a $5.86 million premium for call options that give the holder the right to buy...
Unusual option trades tracked by moomoo showed 17 big bullish transactions were posted in the first three hours after the market opened Thursday. The biggest of them involved an active buyer paying a $5.86 million premium for call options that give the holder the right to buy...
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(Kuala Lumpur, 17th news) The US imposes higher tariffs on Chinese gloves than expected, stimulating a surge in local glove stocks, among which the most favored by the market. $HARTA (5168.MY)$ Hartalega (HARTA, 5168, main board healthcare stock) even hit the daily limit up!
Industrial Investment Bank's research report today states that the United States has confirmed a substantial increase in commodity tariffs on China, with the tariff rate for gloves set to increase to 50% from 2025 and further increase to 100% in 2026.
Analysts believe that the punitive measures against China by the United States will bring significant spill-over effects for Malaysian glove manufacturers, and the average selling price of Chinese gloves may exceed Malaysia's as early as next year.
Previously, the proposed import tariff on Chinese gloves by the United States is set to increase to 25% in 2026, which is much lower than the current adjustment level.
Analysts further said that this could lead to an average selling price of Chinese gloves rising from the current $17 to $25.50 in 2025, or even $34 in 2026.
Therefore, this will bring price advantages to Malaysian glove manufacturers, as the average selling price of industry players is only between 20 and 21 US dollars."
As a result, analysts do not rule out the possibility that Chinese operators may consider expanding into overseas markets to avoid high tariffs.
However, we believe that this expansion will cause Chinese operators to lose their cost competitiveness, as they cannot achieve cost savings through coal production overseas.
...
Industrial Investment Bank's research report today states that the United States has confirmed a substantial increase in commodity tariffs on China, with the tariff rate for gloves set to increase to 50% from 2025 and further increase to 100% in 2026.
Analysts believe that the punitive measures against China by the United States will bring significant spill-over effects for Malaysian glove manufacturers, and the average selling price of Chinese gloves may exceed Malaysia's as early as next year.
Previously, the proposed import tariff on Chinese gloves by the United States is set to increase to 25% in 2026, which is much lower than the current adjustment level.
Analysts further said that this could lead to an average selling price of Chinese gloves rising from the current $17 to $25.50 in 2025, or even $34 in 2026.
Therefore, this will bring price advantages to Malaysian glove manufacturers, as the average selling price of industry players is only between 20 and 21 US dollars."
As a result, analysts do not rule out the possibility that Chinese operators may consider expanding into overseas markets to avoid high tariffs.
However, we believe that this expansion will cause Chinese operators to lose their cost competitiveness, as they cannot achieve cost savings through coal production overseas.
...
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$WCEHB (3565.MY)$ Baby, you have come back!!
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$WCEHB (3565.MY)$ Don't Laosai..walauer!
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Hey, mooers!
$NVIDIA (NVDA.US)$ released the Q2 FY25 results on August 28 after the bell. The overall data is strong and still hit a new record high. However, the Q3 revenue guidance fell short of the highest optimistic expectations, which triggered a huge after-hours shock in the stock market and ultimately regrettable to the end of the day with the decline of more than 6%.
What are the key highlights of the earnings report? Unlock insights with NVDA Earnings Hub>>
$NVIDIA (NVDA.US)$ released the Q2 FY25 results on August 28 after the bell. The overall data is strong and still hit a new record high. However, the Q3 revenue guidance fell short of the highest optimistic expectations, which triggered a huge after-hours shock in the stock market and ultimately regrettable to the end of the day with the decline of more than 6%.
What are the key highlights of the earnings report? Unlock insights with NVDA Earnings Hub>>