US tariff may not as intense as everybody expected... judging from what recently Trump is aware of intense tariff war will bring up inflation in his door...
he United States Trade Representative (USTR) announced in September 2024 that tariffs on Chinese-made medical gloves will increase from 7.5% to 50% in 2025 and 100% in 2026: Announcement: The USTR finalized the tariff increase on September 13, 2024. Impact: The tariff increase is expected to benefit Malaysian glove manufacturers: Short term: The tariff increase is expected to create favorable market sentiment for Malaysian glove manufacturers. Long term: The tariff increase is expected to help Malaysian glove makers reclaim market share from China. Exports: The US is the primary destination for Malaysia's rubber glove exports.
The glove industry has already entered a recovery phase, which is fast gaining momentum. With excess glove stocks fully depleted, this has set in motion an ongoing inventory replenishment cycle, driving strong demand growth. Given the increasingly favourable demand-supply dynamics, the Group expects to see continual increase in Sales Volume and utilisation rate, setting the scene for an inevitable return to black within the new Financial Year 2025.
Come 2026 when USA internal demand has to buy from domestic players first,then only the full power of supermx is known.Meanwhile POTUS will protect with full power the domestic players.PPE are essential to guard against chemical warfare n new virus outbreaks.
My boss, Mr President Trump will make supermax become superman. Counting down in another 2 weeks. Supermax market capital should be able to reach RM10 billion or RM4/share by March2025
Usa gloves mkt to grow at CAGR 9.6% to USD28 bil in 2031. Under Trump,whatever amount of gloves Supermx churn out frm its Texas factory would be absorbed,n has to be absorbed.Usa firms will be demanded legally to source frm domestic producers first. .....this is part n parcel of MAGA.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
rchi
21,408 posts
Posted by rchi > 1 month ago | Report Abuse
Trump made Elon the 400 billion usd man.
Trump will make Stanley n wifey ........?