Good morning mooers! Here are things you need to know about today's market: ●US Stocks Close Lower on Fed's 'No-Rush' Approach to Rate Cuts, Nvidia's Bullish Sales Forecast ●Bursa Malaysia Nears Bull Market Phase as Investors Continue to Buy Blue Chips ●Malaysia's Commercial Vehicle Industry on the Rise: A Recap of the Malaysia Commercial Vehicle Expo 2024 ●Stocks to watch: Sime Darby Property, Sunway -moomoo New...
$顶级手套(BVA.SG)$ $TOPGLOV(7113.MY)$hit limit up on Wed, closing 31.25% higher to RM1.26. That's a 2-year high. $HARTA(5168.MY)$'s share price, meanwhile, jumped to a 2-year high of RM3.83, before paring its gains to close at RM3.82. The other two major glove stocks$SUPERMX(7106.MY)$closed at a 2-year high of RM1.08, while$KOSSAN(7153.MY)$settled at RM2.74 – its highest since Sep 2021. The US tariff on China rubber medical and surgical gloves, means Malaysian glove players have the opport...
Always Growingbullrider_21楼主:
I see, thanks. It’s ok even if it doesn’t soar sky high, can’t expect a stock to keep hitting all time high, I missed it, so be it
On Wednesday, shares of Malaysian technology firms soared to a 15-month peak, buoyed by the announcement of the US intention to impose a twofold increase in tariffs on Chinese semiconductors. Propelled by these developments, the Bursa Malaysia Technology Index, encompassing 48 sector-specific stocks, ascended by 1.2%, reaching its zenith since February 3, 2023. Amidst an election year, U.S. President Joe Biden ...
Bursa Malaysia could be seeing some positive spillover from Wall Street markets following the release of a US producer inflation report. The FBM KLCI opened on a cautious note, barely moved at 1,605.75 as investors stayed on the sidelines while they digested the recent developments in the US. Overnight, the technology-heavy Nasdaq climbed 0.75% to a new record of 16,511.18 points. The Dow Jones Industrial Average gained 0.32% to 39,558.11 while the S&P50...
KOSSAN股票讨论区
●US Stocks Close Lower on Fed's 'No-Rush' Approach to Rate Cuts, Nvidia's Bullish Sales Forecast
●Bursa Malaysia Nears Bull Market Phase as Investors Continue to Buy Blue Chips
●Malaysia's Commercial Vehicle Industry on the Rise: A Recap of the Malaysia Commercial Vehicle Expo 2024
●Stocks to watch: Sime Darby Property, Sunway
-moomoo New...
近期美国加征对华关税,分析员认为,示意着中美贸易战仍继续,大马将凭借中立优势下,在5大领域受惠。
随着美国宣布将对从中国进口的180亿美元的商品加征关税,丰隆投行研究认为,我国手套、铝业、产业、再生能源,和科技,都是潜在受惠的领域。
其中,分析员更是因为此事,直接将手套、产业和铝矿即 $PMETAL(8869.MY)$齐力的中和前景,上调到温和正面。
美国此次对华加征关税举措,涵盖范围包括钢铁和铝、半导体、电动汽车、电池、关键矿物、太阳能电池、船岸起重机和医疗产品等战略行业的商品。
丰隆投行研究认为,我国相关领域,主要将受益于贸易转移和外来直接投资的增加。
美国加征关税下,受到的潜在影响的5个行业:
手套:重夺北美市场
●美国自2026年起,将从中国进口的医疗和手术手套关税将从目前7.5%提高到25%。
●这对我国手套商似乎是积极,但相信中国手套商可能会降低税前定价,以保持竞争力。
在这之前,中国手套商还可能逐渐将重点转向欧洲和亚洲,而美国手套进口则转移到大马。
●可能从中受益的本地手套商,包括 $HARTA(5168.MY)$贺特佳...
业绩出了后,再拉一波!
$TOPGLOV(7113.MY)$ hit limit up on Wed, closing 31.25% higher to RM1.26. That's a 2-year high.
$HARTA(5168.MY)$'s share price, meanwhile, jumped to a 2-year high of RM3.83, before paring its gains to close at RM3.82.
The other two major glove stocks $SUPERMX(7106.MY)$ closed at a 2-year high of RM1.08, while $KOSSAN(7153.MY)$ settled at RM2.74 – its highest since Sep 2021.
The US tariff on China rubber medical and surgical gloves, means Malaysian glove players have the opport...
Amidst an election year, U.S. President Joe Biden ...
The FBM KLCI opened on a cautious note, barely moved at 1,605.75 as investors stayed on the sidelines while they digested the recent developments in the US.
Overnight, the technology-heavy Nasdaq climbed 0.75% to a new record of 16,511.18 points. The Dow Jones Industrial Average gained 0.32% to 39,558.11 while the S&P50...
主要原是因美国把贸易战升级了一个层次。
昨天傍晚,
美国总统办公室公布了最新一轮的中国产品进口关税名单,大幅度提高了来自中国的特定产品进口关税,涉及到的产品如下:
1. 钢铁和铝(2024年,从0-7.5%增加到25%)
2. 半导体(2025年,从25%增加到50%)
3. 电动车(2024年,从25%增加到100%)
4. 锂离子电池(2024年,从7.5%增加到25%)
5. 电动车电池零部件(2024年,从7.5%增加到25%)
6. 太阳能电池(2024年,从25%增加到50%)
10. 医疗注射器和针头(2024年,从0%增加到50%)
7. 个人防护装备,包括某些呼吸器和口罩(2024年,从0-7.5%增加到25%)
8. 橡胶医疗和外科手套(2026年,从7.5%增加到25%)
这项措施,
名义上除了是鼓励美国产品本土化以外,
也预计将会让美国的进口商,
把产品进口的源头转向东南亚国家/南美洲国家。
概念上,
受惠的大马股市领域如下:
1. 铝合金产品制造商(extrusion/casting)
$LBALUM(9326.MY)$ $PA(7225.MY)$ $PMETAL(8869.MY)$
...
美国政府刚刚宣布将中国商品的进口关税,从原先的7.5%上调至25%,2026年开始生效。
这对价值140亿美元的美国个人防护装备(PPE)市场卖家来说,是个大好消息!
马来西亚橡胶手套制造商一直面临来自中国竞争的巨大压力。根据马银行投行研究5月15日发布的研究报告指出,这对大马手套行业是有利的,因为这项由美国政府宣布的政策,使得大马手套在美国市场上更具价格吸引力。
在美国市场, $TOPGLOV(7113.MY)$顶级手套销售量占17%, $HARTA(5168.MY)$贺特佳销售量占50%。
分析员已将顶级手套的目标价格上调至1.21令吉,贺特佳上调至4.36令吉, $KOSSAN(7153.MY)$高产柅品工业上调至2.70令吉。
$SUPERMX(7106.MY)$
$CAREPLS(0163.MY)$
$COMFORT(2127.MY)$
资料来源:南洋商报
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Share prices of Malaysia major glovemakers, $TOPGLOV(7113.MY)$ , $HARTA(5168.MY)$ , $SUPERMX(7106.MY)$ , $KOSSAN(7153.MY)$ rallied before the tariff took place by year 2026. Let me study their charts and see how far they c...
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