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Next 6 months (FY2026 1H) ? Bullish U.S. orders surge, utilisation rises, ASP stabilises
1–3 years (FY2026–FY2028) ? Structurally Positive Malaysia regains U.S. glove market share; better pricing power
Beyond 2028 ⚖️ Moderate growth Global supply equilibrium returns, but Malaysia remains preferred supplier
This is a very impactful geopolitical development, and it will directly and positively affect Malaysian glove companies — especially Top Glove, Hartalega, and Kossan — in both the short and medium term.
Let’s break it down clearly ?
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? Summary of the News
The U.S. announced 100% tariffs on Chinese exports starting Nov 1, 2025, reviving the trade war.
This includes a wide range of Chinese goods, not just tech.
It’s a major escalation following China’s restriction of rare earth exports
its share price movement is very week technically. this is due to the deteriorating fundamental of the Malaysia glove sectors causing by China stiff competition. it can still survive in longer term based on its moat but it can't go back to its past glory.
