Others also expect rising glove demand may be on the cards.
"Although the actual increase in glove usage may not be immediate, the public announcement by WHO could further prompt global healthcare awareness and would force hospitals worldwide to stock up on medical supplies, including gloves," Kevin Low, an analyst at Affin Investment Bank, said in a note Monday.
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He is overweight on the sector, noting that gloves are the most affordable form of disease protection.
To be sure, even more capacity is on the way, with the Big Four set to expand nitrile glove capacity by 42 percent on year by the end of 2014, CIMB said in a recent note.
CIMB doesn't expect much of a demand boost.
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"Unlike SARS and H1N1 which are transmitted through droplets in the air, Ebola spreads only through bodily secretions," Eing Kar Mei, an analyst at CIMB, said in a recent note. "It will not spread as easily and demand growth will not be as strong as in 2009-10 [H1N1 outbreak] when demand growth for gloves was aided by a low base during the economic downturn in 2008."
But while she maintains a neutral call on the sector, she expects the outbreak could have some long-term positives. "This outbreak should ultimately result in improved health awareness," Eing said in a note dated Sunday.
—By CNBC.Com's Leslie Shaffer; Follow her on Twitter @LeslieShaffer1