CBP to Seize Goods Over Forced Labour: The Impact Limited in The Short Run & Severe in The Long Run
The immediate financial impact from the CBP order is limited. Yet we believe it to have a significant impact on Top Glove’s financial performance...
305 Views
US: Trump's Record Card on Trade Mixed; China Trade Already Challenging Biden
The US bilateral trade deficit with China declined in 2019 & Jan-Oct 20, but rose in the 3 post-election months. Focus is turning to transshipment...
297 Views
Top Glove Hong Kong Offering: From Supply Shortage to Oversupply
Top Glove is expected to issue 1,495m new ordinary shares to raise approximately US$ 1.9bn via a dual primary listing in HK. The requests for...
371 Views
Intco Medical (英科医疗) A+H: From China No.1 to Global No. 1
We think the company's valuation is not demanding and note that the stock has done well since the COVID-19 pandemic last year with only the issue...
1.1k Views
Manufacturing Stocks Continued to Outpace in Early 2021
Singapore’s 30 most traded stocks that maintain manufacturing-related businesses have averaged a 29% YTD gain, with a less skewed median gain...
601 Views