堡发（POHUAT）- 或受益于贸易战
堡发的第三季度收入同比略微下降2.3％至4.324亿令吉，主要是其越南业务的销售额下降，由于越南制造商的竞争加剧以及产品组合转向更实惠的产品系列。由于对美国市场以及传统办公家具的面板卧室设备的持续强劲需求，导致马来西亚业务的销售额增长，部分抵消了销售额的下降。由于原材料成本增加和直接人工成本增加，导致马来西亚和越南业务均出现利润率下降。本季度未宣布派息。
在此基础上，堡发的第三季度营业环比增长15.5％至1.45亿令吉。 营业额增加主要是由于马来西亚和越南业务的销售额增加。 然而，在扣除一次性项目后，第三季度核心净利润环比小幅下降1％至830万令吉。
相信堡发将继续调整其产品供应，以迎合人口统计和市场趋势的变化，并进行价格调整以减轻原材料价格和劳动力成本的增长。 此外，如果美国对中国家具征收关税，认为堡发可能会受益于美中贸易战，这可能使堡发的家具更具竞争力，而中国制造的家具更具竞争力。
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