Malaysia Rubber-Product Sector Faces Persistent Headwinds -- Market Talk

Dow Jones

09/18

0238 GMT - Malaysia's rubber-product sector may remain under pressure, with June production hit by a 10-day natural gas supply disruption and global shipping delays, RHB analyst Eddy Do and team say in a note. July exports rebounded 64% on month, but mostly to non-U.S. markets with lower prices, they note. Competition is set to intensify as new Chinese plants in Indonesia and Vietnam add expected annual capacity of 10 billion pieces, which poses a growing threat to domestic export share in the U.S. market, they add. Despite attractive valuation at 0.76X 12-month forward price-to-book value, the sector faces structural challenges, leading RHB to maintain an underweight sector rating. Riverstone Holdings remains RHB's sole top pick for the sector. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

September 17, 2025 22:38 ET (02:38 GMT)

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July exports rebounded 64% on month, but mostly to non-U.S. markets with lower prices, they note. Competition is set to intensify as new Chinese plants in Indonesia and Vietnam add expected annual capacity of 10 billion pieces, which poses a growing threat to domestic export share in the U.S. market, they add. Despite attractive valuation at 0.76X 12-month forward price-to-book value, the sector faces structural challenges, leading RHB to maintain an underweight sector rating. Riverstone Holdings remains RHB's sole top pick for the sector. 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July exports rebounded 64% on month, but mostly to non-U.S. markets with lower prices, they note. Competition is set to intensify as new Chinese plants in Indonesia and Vietnam add expected annual capacity of 10 billion pieces, which poses a growing threat to domestic export share in the U.S. market, they add. Despite attractive valuation at 0.76X 12-month forward price-to-book value, the sector faces structural challenges, leading RHB to maintain an underweight sector rating. Riverstone Holdings remains RHB's sole top pick for the sector. 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July exports rebounded 64% on month, but mostly to non-U.S. markets with lower prices, they note. Competition is set to intensify as new Chinese plants in Indonesia and Vietnam add expected annual capacity of 10 billion pieces, which poses a growing threat to domestic export share in the U.S. market, they add. Despite attractive valuation at 0.76X 12-month forward price-to-book value, the sector faces structural challenges, leading RHB to maintain an underweight sector rating. Riverstone Holdings remains RHB's sole top pick for the sector. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"AP4.SI":"立合斯顿","BK6511":"医疗保健服务概念","BK6103":"医疗保健用品"},"translate_title":"马来西亚橡胶制品行业面临持续阻力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AP4.SI":0.72,"TFmain":1.5},"content_text":"0238 GMT - Malaysia's rubber-product sector may remain under pressure, with June production hit by a 10-day natural gas supply disruption and global shipping delays, RHB analyst Eddy Do and team say in a note. July exports rebounded 64% on month, but mostly to non-U.S. markets with lower prices, they note. Competition is set to intensify as new Chinese plants in Indonesia and Vietnam add expected annual capacity of 10 billion pieces, which poses a growing threat to domestic export share in the U.S. market, they add. Despite attractive valuation at 0.76X 12-month forward price-to-book value, the sector faces structural challenges, leading RHB to maintain an underweight sector rating. Riverstone Holdings remains RHB's sole top pick for the sector. (yingxian.wong@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 17, 2025 22:38 ET (02:38 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}