- Most tech manufacturing stocks are likely to be impacted to a different degree by the recent US trade tariffs. As a result, we recommend stocks that will be the least impacted and could potentially still deliver earnings growth for 2025.
- Downgrade to MARKET WEIGHT. Our top picks are
- - Read this at SGinvestors.io -
- UMS (which is ramping up for its new customer) and
- Valuetronics (which will see contribution from new customers and its new GPU leasing business).
US tariff uncertainties casting doubts on tech manufacturing stocks.
- Multiple events related to tariffs announced by the US, starting with the Trump’s Liberation Day tariff on 2 Apr 25, have cast uncertainties on many manufacturing-related stocks. Doubts have been raised, especially for companies that have notable exposure to either the US market or US companies.
- - Read this at SGinvestors.io -
Assessing the potential impact based on geographical and origin of customers.
- Read more at SGinvestors.io.
