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...
$頂級手套(BVA.SG)$ $TOPGLOV(7113.MY)$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...
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股票討論區
●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...
近期美國加徵對華關稅,分析員認爲,示意着中美貿易戰仍繼續,大馬將憑藉中立優勢下,在5大領域受惠。
隨着美國宣佈將對從中國進口的180億美元的商品加徵關稅,豐隆投行研究認爲,我國手套、鋁業、產業、再生能源,和科技,都是潛在受惠的領域。
其中,分析員更是因爲此事,直接將手套、產業和鋁礦即 $PMETAL(8869.MY)$齊力的中和前景,上調到溫和正面。
美國此次對華加徵關稅舉措,涵蓋範圍包括鋼鐵和鋁、半導體、電動汽車、電池、關鍵礦物、太陽能電池、船岸起重機和醫療產品等戰略行業的商品。
豐隆投行研究認爲,我國相關領域,主要將受益於貿易轉移和外來直接投資的增加。
美國加徵關稅下,受到的潛在影響的5個行業:
手套:重奪北美市場
●美國自2026年起,將從中國進口的醫療和手術手套關稅將從目前7.5%提高到25%。
●這對我國手套商似乎是積極,但相信中國手套商可能會降低稅前定價,以保持競爭力。
在這之前,中國手套商還可能逐漸將重點轉向歐洲和亞洲,而美國手套進口則轉移到大馬。
●可能從中受益的本地手套商,包括 $HARTA(5168.MY)$賀特佳...
業績出了後,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...
主要原是因美國把貿易戰升級了一個層次。
昨天傍晚,
美國總統辦公室公佈了最新一輪的中國產品進口關稅名單,大幅度提高了來自中國的特定產品進口關稅,涉及到的產品如下:
1. 鋼鐵和鋁(2024年,從0-7.5%增加到25%)
2. 半導體(2025年,從25%增加到50%)
3. 電動車(2024年,從25%增加到100%)
4. 鋰離子電池(2024年,從7.5%增加到25%)
5. 電動車電池零部件(2024年,從7.5%增加到25%)
6. 太陽能電池(2024年,從25%增加到50%)
10. 醫療注射器和針頭(2024年,從0%增加到50%)
7. 個人防護裝備,包括某些呼吸器和口罩(2024年,從0-7.5%增加到25%)
8. 橡膠醫療和外科手套(2026年,從7.5%增加到25%)
這項措施,
名義上除了是鼓勵美國產品本土化以外,
也預計將會讓美國的進口商,
把產品進口的源頭轉向東南亞國家/南美洲國家。
概念上,
受惠的大馬股市領域如下:
1. 鋁合金產品製造商(extrusion/casting)
$LBALUM(9326.MY)$ $PA(7225.MY)$ $PMETAL(8869.MY)$
...
美國政府剛剛宣佈將中國商品的進口關稅,從原先的7.5%上調至25%,2026年開始生效。
這對價值140億美元的美國個人防護裝備(PPE)市場賣家來說,是個大好消息!
馬來西亞橡膠手套製造商一直面臨來自中國競爭的巨大壓力。根據馬銀行投行研究5月15日發佈的研究報告指出,這對大馬手套行業是有利的,因爲這項由美國政府宣佈的政策,使得大馬手套在美國市場上更具價格吸引力。
在美國市場, $TOPGLOV(7113.MY)$頂級手套銷售量佔17%, $HARTA(5168.MY)$賀特佳銷售量佔50%。
分析員已將頂級手套的目標價格上調至1.21令吉,賀特佳上調至4.36令吉, $KOSSAN(7153.MY)$高產柅品工業上調至2.70令吉。
$SUPERMX(7106.MY)$
$CAREPLS(0163.MY)$
$COMFORT(2127.MY)$
資料來源:南洋商報
免責聲明:本內容僅供參考和教育目的,不構成任何特定投資、投資策略、或推薦認可。讀者應自行承擔任何因依賴本內容而導致的風險和責任。在做出任何投資決策之前,請務必進行自己的獨立調查和評估,並在必要時...
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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