In today’s briefing:
- China’s Rubber Defence Deepens as Tariffs Reshape Global Supply Chains
- Kimly: Results Slightly Better than Expected
China’s Rubber Defence Deepens as Tariffs Reshape Global Supply Chains
Highlights
• MOFCOM imposes steep tariffs on Canadian, Japanese HIIR
• Domestic and Indian firms gain, but Indian gain may be short-lived
• Sinopec bets big on green high-end rubber materials
MOFCOM’s inquiry, launched in September 2024 at the request of domestic producers, found preliminary evidence that imported HIIR from the two nations had been sold in China at unfairly low prices, inflicting “substantial harm” on local manufacturers.
Kimly: Results Slightly Better than Expected
- No surprises in the results, margins better than our anticipation
- Business continues to be steady & the company has negative working capital
- Kimly maintained dividend of 2 cents with a yield of 5.1%
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