Titan Trading Notes For Friday [11/4/2025]:

KLCI had a huge rebound back towards the 1463 points region as the whole market sentiment recovered after Trump announced a 90 day pause for most countries except China on the tariffs. Daily trading volume settled around the 4.4 billion mark, which is decent for now.

Main stocks that showed strong buying momentum would be the likes of MYEG, TOPGLOV, SUMI, SUPERMX, INARI, NATGATE, GAMUDA, HARTA, CIMB, VS, GREATEC, PBBANK, TANCO, CAPITALA, FRONTKN, YTL, GENETEC, MRDIY, SIMEPROP, YTLPOWR, SCGBHD, and ECOWLD. All of which were able to sustain their rallies throughout the day on the top volumes list.

$HARTA / 5168 (HARTALEGA HOLDINGS BERHAD) d a huge breakout from its RM 2.10+ major resistance levels and rallied all the way towards the RM 2.30 regions with huge volume and buying momentum today as Malaysian glove makers gain a competitive edge mainly against its Chinese competitors due to the tariffs.

For now, HARTA is definitely one of the leading glove companies and if able to sustain above its RM 2.10+ support, could breakout further towards the RM 2.50 - RM 2.60+ major resistance levels soon in the coming weeks.

Will be monitoring HARTA closely.

$NATGATE / 0270 (NATIONGATE HOLDINGS BERHAD) on the other hand since retracing all the way back towards the RM 1+ major support levels from the day before, was able to gap up and breakout all the way towards the RM 1.30+ regions with huge volume and buying momentum.

Although still facing some selling pressure above the RM 1.20+ resistance, but as long as able to sustain above its RM 1.10+ support, could breakout back towards the RM 1.40 - RM 1.50+ resistance levels soon in the coming weeks.

Will be monitoring NATGATE closely.

Overall market sentiment remains shaky here as US markets continue to drop today, reversing almost half of yesterday's gains. Will be a shaky period here even if China and US were to go in talks...and we're not even at the talking stage yet between the 2 giants.

The only sector to benefit from this ongoing tariff battle would be local glove makers, namely HARTA, TOPGLOV, KOSSAN, and SUPERMX. Among 4 of them, SUPERMX actually has the most American exposure but somehow hasn't been performing as well as HARTA and TOPGLOV.

Either way, still worthwhile to pay attention to the glove sector.

Too many uncertainties. Stay sharp and monitor closely. Be careful.