hg lee's comment on SUPERMX. All Comments

hg lee
Like · Reply
Found a 2nd Stock Prediction by Lily Lee who previously make a 100% accurate on MMC Corporation Berhad under YouTube channel ( MMC Corporation Berhad @ Super Stock )

By Lily Lee ;
SUPERMAX CORPORATION BERHAD Could Be a Super Stock in 2025

1. U.S. Expansion: Supermax's Texas facility, starting in January 2025, will strengthen domestic glove production in the U.S., reducing import reliance and boosting supply chain resilience.

2. Capacity Growth: Phase 1 adds 2.4 billion gloves annually, scaling to 19.2 billion across four phases, capturing a larger U.S. market share.

3. Favorable Trade Policies: U.S. tariffs on Chinese gloves (50% in 2025, 100% in 2026) create a supply gap that Supermax is well-positioned to fill.

4. Global Demand Recovery: A 15% annual increase in glove demand, driven by hygiene awareness, is expected to restore demand-supply balance.

5. Improved Financials: A 26% YoY revenue growth in Q1 FY2025 signals recovery, with U.S. operations set to drive profitability.

6. Strategic Expansion: Projects like Glove City and Supermax Business Park enhance long-term growth and production capacity.

7. Analyst Confidence: 'BUY' ratings with optimistic target prices reflect confidence in Supermax's growth strategy.

8. Enhanced ESG Compliance: Resolved labor issues and ESG improvements strengthen its reputation and appeal to investors.

9. Strong Cash Position: With RM1.16 billion cash and minimal debt, Supermax is well-equipped to fund expansions and overcome challenges.

10. Market Valuation: Resilient stock performance reflects investor confidence, with room for further appreciation due to strategic moves.

11. Asset Revaluation Potential: NTA at RM1.63, but asset revaluation (e.g., U.S. landbank) could exceed RM4.

12. Currency Advantage: A stronger USD benefits Supermax through increased export margins.

13. Based on current fund movement , foreign fund keep accumulating at Supermax stock (good signal)
Show more
WAN WAN
Thanks for the update.
Like · 1 month · translate