bearish

Malaysia’s Glove Sector Gradually Recovers Amid Trade Shifts

167 Views10 Nov 2025 16:00
Malaysia’s glove industry is showing signs of recovery after nearly three years of margin compression and demand correction. Though it’s widely assessed that the sector has bottomed out, the sentiment remains cautious amid uneven earnings recovery. Industry leaders Hartalega Holdings and Kossan Rubber Industries expect gradual improvement through 2025 into 2026, supported by restocking cycles, stronger order volumes from major export markets, and firmer average selling prices (ASPs).
What is covered in the Full Insight:
  • Introduction
  • Demand Recovery and Inventories Normalization
  • Effects of US Tariffs on Trade Flows
  • Domestic Costs and Competitive Pressures
  • Automation and Future Outlook
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