The Good News Is Priced In For Glove Makers

Oong Chun Sung, Equity Research Analyst, RHB Investment Bank

05-Feb-25 09:15

The Good News Is Priced In For Glove Makers

Pause
Embed

Recently the listed glove makers have rallied on the back of Malaysian companies benefiting from the US tariffs being imposed on Chinese counterparts. We ask Oong Chun Sung, Equity Research Analyst, RHB Investment Bank if all the good news has been priced in and what his top picks are.

Image Credit: Shutterstock.com

Produced by: Wong Shou Ning

Presented by: Shazana Mokhtar, Wong Shou Ning, Philip See

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: markets, technology, economy, environment, politics, international, investments

Tags: glove sector, malaysia, us tariffs, glove makers, us-china trade war,

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Song Seng Wun of CGS International Securities tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Chen Zheng, CITICS Policy Analyst discusses the outcome of China's Two Sessions and what is needed to boost its economy.

7:45 AM

Morning Brief

Muar MP Syed Saddiq discusses the importance of constituency development funds for the work of an MP.

8:00 AM

The Breakfast Grille

Datuk Wira Ameer Ali Mydin, Managing Director of Mydin shares how the retailer adapts to rising costs, shifting spending habits, and subsidy reforms while sustaining growth.

8:45 AM

Morning Brief

Prof. Peter Taylor-Gooby of the University of Kent weighs in on the UK government’s welfare reform plans and their impact on vulnerable groups.

9:00 AM

Opening Bell

(REPEAT) World Market Watch: Song Seng Wun of CGS International Securities tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

The Property Show

We explore Malaysia's growing wealth and luxury real estate trends with Knight Frank's Keith Ooi.

10:05 AM

Open For Business

Swift Bridge Technologies Role In Malaysia’s Semiconductor Future

11:00 AM

The Workplace

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

Datuk Wira Ameer Ali Mydin, Managing Director of Mydin shares how the retailer adapts to rising costs, shifting spending habits, and subsidy reforms while sustaining growth.

2:05 PM

Discovery Hour

3:05 PM

Earth Matters

Seagrass meadows are vital to marine life and the environment, but they are disappearing rapidly. Marine ecologist Dr Jillian Ooi discusses the challenges of seagrass conservation and why protecting existing seagrass should be a priority.

4:05 PM

Health & Living

Finding it hard to stay fit after you hit 40? Find out how the body changes and how you can adapt your workouts.

5:00 PM

Top 5 at 5

6:00 PM

Good Things

Discover how Sehri Tales, a global Ramadan writing challenge, inspires creativity before dawn as we speak to its founders, Sabrina and Abak, about its impact on community and storytelling.

7:00 PM

Made in Malaysia

From the sizzling murtabaks stalls at bazaars to the comforting warmth of bubur lambuk, we explore the enduring appeal of Malaysia’s favourite Ramadhan eats.

8:00 PM

Cruise Control

Daniel Fernandez, Managing Editor, dsf.my

PROGRAMMES