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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)