Daniel, with no tariff for US made gloves and apparently no sea freight shipping cost, the US made gloves may be competitive enough. in addition, there was a proposal to include medical PPE made in the US to be included in the US subsidy list. I recalled it suppose to start in 2026 but seems nobody realized this old announcement back in 2024.

Hopefully and we shall see as they continue to have continuous quarterly losses. Tariff situation still fluid but once US CAPEX fully committed, there goes their exceptional cash buffer generated during the good COVID 19 pandemic years. Hartalega and Kossan still prudent and conserving their huge Cash position. Top Glove frivolous in their past share buy-backs when their share price at ~ RM7 !