Ansell Ltd (ANN AU): Macro Headwind to Negatively Impact Near-Term Financial Performance
Ansell reported 12% YOY revenue decline in H1FY23, dragged by 22% revenue decline in healthcare business, due to lower volume and ASP. The company...
256 Views
Supermax Corp (SUCB MK): Gloves ASP Decline and Rising Input Costs Lead to Gloomy Business Outlook
Softening glove ASP, rising input cost, and forex loss have led Supermax recording first-ever quarterly loss in Q2FY23. Amid challenging...
324 Views
KLCI Index Rebalance Preview: No More Glovemakers in the Index (Or How the Mighty Have Fallen)
QL Resources and AMMB could replace Top Glove and Hartalega in the KLCI. That would mean no glove makers in the index, down from a near 20% index...
628 Views
Sri Trang Gloves (STGT TB): Revised Capacity Expansion Plan to Arrest Downfall in ASP
Sri Trang has revised annual production capacity target to 56.6B pieces in 2024 from 81.9B pieces earlier. Glove ASP seems to be bottoming out,...
383 Views
The Week That Was in ASEAN@Smartkarma - Sido Muncul's Inflationary Pinch, XL Axiata, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
217 Views