$Seatrium Ltd (5E2.SG)$ up or down .,...

$SIME (4197.MY)$ 1.64 on  the way

$CAPITALA (5099.MY)$ crude oil price spike, middle east tension, india air crash...no good news for aviation industry for now.

$HARTA (5168.MY)$ if i holding this, early i cut，if u still  holding, my own advice, cut it, wait it drop finish and start uptrend, then u buy bck

(Kuala Lumpur, 13th) Chinese glove manufacturers are setting up overseas factories and starting production early, lowering prices to seize the U.S. market, leading to intensified competition and increased risk of price wars, further suppressing the outlook for the local glove industry.
Malaysian Bank's investment banking research in its latest report pointed out that, according to industry news, some Chinese glove manufacturers have begun to promote the production capacity of their new overseas factories located in Vietnam and Indonesia to American customers, with deliveries expected to start from November 2025.
The average selling price (ASP) reported by Chinese glove manufacturers is $16 to $17 per thousand pieces, lower than the current price of $18 to $19 per thousand pieces at Malaysian glove manufacturers.
In addition, the production launch time of this manufacturer's factory in Indonesia is faster than expected and may be operational by the end of 2025 or early 2026, while the initial expectation was for it to be launched in the second half of 2026.
Although this may just be a marketing tactic by Chinese manufacturers, the actual prices will still be adjusted based on demand, tariffs, or the response strategy of Malaysian manufacturers, the above news further confirms our negative view of the Industry.
Because whether it's the new production capacity from China entering non-American markets or its overseas factories targeting the American market, the Industry competition has become fierce.
A price war has erupted.
Analysts believe that a price war in the glove Industry is likely to exacerbate the issue of oversupply.
Additionally, due to the weakening of the US dollar against the Malaysian ringgit Exchange Rates, we anticipate that the upcoming performance may not be ideal.
However, analysts also point out that changes in US trade policy will be a potential upside risk that could alter the Industry landscape.
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$HARTA (5168.MY)$ hmm… time to on-board…

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$SIME (4197.MY)$ Go go go