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It is better not to catch falling knives (export counters) as bottom still highly unpredictable until we are more certain of the level RM going to settle/plateau in 2026. Visibility still foggy at present based on ASPs and FX !
True but limited avenue for positive re-rating in the foreseeable future & can possibly wait for more attractive Fair Value to accumulate (PE closer to 15).
The price of butadiene, a colourless gas that is a core ingredient in disposable gloves, has surged nearly 70% since the war began, according to Bloomberg data.
Butadiene can account for more than half of nitrile‑latex costs.