Glove manufacturers with higher exposure to natural latex (NL) gloves could benefit temporarily amid the West Asia conflict as customers seek cheaper substitutesfor nitrile butadiene rubber (NBR) gloves.
In a research note, CIMB Securities said Top Glove Corp stands out as a clear beneficiary of this substitution play, given that NL gloves account for over 36 per cent of its total sales volume during thefirst half of its financial year 2026.
Source : Investing.com