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With Trump imposing another 50% tariff on China, wouldn't this be a net positive for Malaysian OSAT players such as Inari? After all, the US chips will need someone to package. So, Malaysian OSAT players can process China-bound chips, and they can process US-bound chips. So, Malaysia should be the go-to OSAT provider for all the feuding parties. It shouldn't be so bad. After all, Malaysian OSAT stocks have already been punished enough. The 50% additional tariff on China should be a net positive.
All up like no tomorrow: The Nikkei’s rally followed surges on Wall Street overnight, with the S&P 500 soaring 9.5% for its biggest daily gain since 2008.
Uniqlo-brand owner Fast Retailing jumped 8%. Toyota Motor (NYSE:TM) was up 9.4%. Chip-related shares surged, with Tokyo Electron and Advantest advancing 12% and 15%, respectively.
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Technicql indicators suggest a bullish short-term outlook for TANCO，the decline in net profile despite incresed revenue indicates underlying challenges.
HIBISCUS face short-term challenges due to market sentiment and recent earnings performance，its strong fundamentals and strategic acquisitions position it for potential long-term growth.