Case Notes 42: In this video "Bursa furniture sector – weathering tariff and seeking growth" I look at the potential impact of the Trump’s tariff on the Bursa furniture sector. Malaysia’s furniture exporters are under pressure as US tariffs bite. With over 80% of production headed overseas - and some companies relying on the US for more than 90% of revenue - the impact is significant. This video breaks down the sector’s financial health, tariff exposure, and strategic options, focusing on key players like Poh Huat and Lii Hen. Despite current challenges, lower tariffs than Vietnam and China and a stronger USD offer some upside. Watch to see if these companies can adapt—or if deeper shifts are needed. For more specific insights, refer to the following: Which are the better stocks in Bursa Malaysia furniture sector? Is Dominan one of the better Bursa Malaysia stocks? Is FACBIND a value trap? Is LIIHEN one of the better Bursa Malaysia furniture stocks? Is LE...
