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4 days ago | Report Abuse
Unorthodox Analysis on Supermax Corporation Berhad as SUPER STOCK IN MAKING for year 2025
*TARGET PRICE : RM2.50*
Here are 10 main reasons why Supermax Corporation Berhad's share price may surge in 2025:
1. US Manufacturing Facility Commencement
Supermax's new manufacturing plant in the US is expected to begin operations in early 2025. With an initial production capacity of 2.4 billion gloves annually, it reduces dependency on exports and taps directly into the largest glove market. Full capacity is projected at 19.2 billion gloves.
2. Higher US Import Tariffs on Chinese Gloves
The US has imposed increasing tariffs on Chinese gloves:
50% in 2025
100% in 2026
This opens a massive opportunity for Malaysian glove producers like Supermax, as buyers seek alternative suppliers.
3. Improved Average Selling Prices (ASPs)
Global glove ASP trends are showing signs of recovery, forecasted to rise to US$21–US$22 per 1,000 pieces by late 2024 and 2025 due to increasing demand and rising costs.
4. Rebounding Global Demand for Gloves
The demand for gloves is projected to grow 8%–10% annually due to increasing hygiene awareness post-pandemic, rising healthcare spending, and infection control measures worldwide.
5. Weaker Malaysian Ringgit (Currency Advantage)
A weaker MYR against the USD benefits Supermax as exports generate foreign currency, boosting profitability and revenues.
6. Diversification into Developed Markets
Supermax’s expansion into Europe and North America mitigates risks associated with oversupply in Asian markets. The US plant reinforces direct relationships with customers.
7. Strong Balance Sheet and Cash Reserves
Supermax maintains a strong cash position that allows it to fund expansion, manage costs, and distribute dividends if necessary, improving investor confidence.
8. Glove Sector Recovery from Overcapacity
The global glove industry has faced overcapacity, but consolidation among competitors and steady demand growth are driving sector normalization, supporting higher ASPs and revenues.
9. Strategic Focus on ESG (Environmental, Social, and Governance)
Supermax’s focus on sustainable practices, including energy-efficient production and ethical labor compliance, attracts long-term institutional investors prioritizing ESG-compliant companies.
10. Improved Sentiment for Malaysian Glove Stocks
Malaysian glove stocks, including Supermax, are benefiting from renewed investor interest, driven by:
Recovery in demand
Improved sector outlook
Positive macroeconomic policies
4 days ago | Report Abuse
Unorthodox Analysis on Supermax Corporation Berhad as SUPER STOCK IN MAKING for year 2025
*TARGET PRICE : RM2.50*
Here are 10 main reasons why Supermax Corporation Berhad's share price may surge in 2025:
1. US Manufacturing Facility Commencement
Supermax's new manufacturing plant in the US is expected to begin operations in early 2025. With an initial production capacity of 2.4 billion gloves annually, it reduces dependency on exports and taps directly into the largest glove market. Full capacity is projected at 19.2 billion gloves.
2. Higher US Import Tariffs on Chinese Gloves
The US has imposed increasing tariffs on Chinese gloves:
50% in 2025
100% in 2026
This opens a massive opportunity for Malaysian glove producers like Supermax, as buyers seek alternative suppliers.
3. Improved Average Selling Prices (ASPs)
Global glove ASP trends are showing signs of recovery, forecasted to rise to US$21–US$22 per 1,000 pieces by late 2024 and 2025 due to increasing demand and rising costs.
4. Rebounding Global Demand for Gloves
The demand for gloves is projected to grow 8%–10% annually due to increasing hygiene awareness post-pandemic, rising healthcare spending, and infection control measures worldwide.
5. Weaker Malaysian Ringgit (Currency Advantage)
A weaker MYR against the USD benefits Supermax as exports generate foreign currency, boosting profitability and revenues.
6. Diversification into Developed Markets
Supermax’s expansion into Europe and North America mitigates risks associated with oversupply in Asian markets. The US plant reinforces direct relationships with customers.
7. Strong Balance Sheet and Cash Reserves
Supermax maintains a strong cash position that allows it to fund expansion, manage costs, and distribute dividends if necessary, improving investor confidence.
8. Glove Sector Recovery from Overcapacity
The global glove industry has faced overcapacity, but consolidation among competitors and steady demand growth are driving sector normalization, supporting higher ASPs and revenues.
9. Strategic Focus on ESG (Environmental, Social, and Governance)
Supermax’s focus on sustainable practices, including energy-efficient production and ethical labor compliance, attracts long-term institutional investors prioritizing ESG-compliant companies.
10. Improved Sentiment for Malaysian Glove Stocks
Malaysian glove stocks, including Supermax, are benefiting from renewed investor interest, driven by:
Recovery in demand
Improved sector outlook
Positive macroeconomic policies
4 days ago | Report Abuse
Unorthodox Analysis on Supermax Corporation Berhad as SUPER STOCK IN MAKING for year 2025
*TARGET PRICE : RM2.50*
Here are 10 main reasons why Supermax Corporation Berhad's share price may surge in 2025:
1. US Manufacturing Facility Commencement
Supermax's new manufacturing plant in the US is expected to begin operations in early 2025. With an initial production capacity of 2.4 billion gloves annually, it reduces dependency on exports and taps directly into the largest glove market. Full capacity is projected at 19.2 billion gloves.
2. Higher US Import Tariffs on Chinese Gloves
The US has imposed increasing tariffs on Chinese gloves:
50% in 2025
100% in 2026
This opens a massive opportunity for Malaysian glove producers like Supermax, as buyers seek alternative suppliers.
3. Improved Average Selling Prices (ASPs)
Global glove ASP trends are showing signs of recovery, forecasted to rise to US$21–US$22 per 1,000 pieces by late 2024 and 2025 due to increasing demand and rising costs.
4. Rebounding Global Demand for Gloves
The demand for gloves is projected to grow 8%–10% annually due to increasing hygiene awareness post-pandemic, rising healthcare spending, and infection control measures worldwide.
5. Weaker Malaysian Ringgit (Currency Advantage)
A weaker MYR against the USD benefits Supermax as exports generate foreign currency, boosting profitability and revenues.
6. Diversification into Developed Markets
Supermax’s expansion into Europe and North America mitigates risks associated with oversupply in Asian markets. The US plant reinforces direct relationships with customers.
7. Strong Balance Sheet and Cash Reserves
Supermax maintains a strong cash position that allows it to fund expansion, manage costs, and distribute dividends if necessary, improving investor confidence.
8. Glove Sector Recovery from Overcapacity
The global glove industry has faced overcapacity, but consolidation among competitors and steady demand growth are driving sector normalization, supporting higher ASPs and revenues.
9. Strategic Focus on ESG (Environmental, Social, and Governance)
Supermax’s focus on sustainable practices, including energy-efficient production and ethical labor compliance, attracts long-term institutional investors prioritizing ESG-compliant companies.
10. Improved Sentiment for Malaysian Glove Stocks
Malaysian glove stocks, including Supermax, are benefiting from renewed investor interest, driven by:
Recovery in demand
Improved sector outlook
Positive macroeconomic policies
3 weeks ago | Report Abuse
Trump has announced an additional 10% tariff on all Chinese products, raising the tariff on Chinese medical gloves to 60% from the current 50% under the Biden administration. This new tariff will take effect in January 2025.
#Bloomberg
3 weeks ago | Report Abuse
Trump has announced an additional 10% tariff on all Chinese products, raising the tariff on Chinese medical gloves to 60% from the current 50% under the Biden administration. This new tariff will take effect in January 2025.
#Bloomberg
3 weeks ago | Report Abuse
Trump has announced an additional 10% tariff on all Chinese products, raising the tariff on Chinese medical gloves to 60% from the current 50% under the Biden administration. This new tariff will take effect in January 2025.
#Bloomberg
3 weeks ago | Report Abuse
Trump has announced an additional 10% tariff on all Chinese products, raising the tariff on Chinese medical gloves to 60% from the current 50% under the Biden administration. This new tariff will take effect in January 2025.
#Bloomberg
2021-07-15 21:17 | Report Abuse
learningdaily May i ask when is the next quarter result announcement?
15/07/2021 12:52 PM
Early of August 2021
2021-07-15 10:57 | Report Abuse
Factory will resume by next week
2021-07-15 10:57 | Report Abuse
Factory will resume by next week
2021-07-15 10:56 | Report Abuse
Factory will resume by next week
2021-07-15 10:56 | Report Abuse
Factory will resume by next week
2021-06-23 14:54 | Report Abuse
No surprise at all if Boustead Plantation being privatise by Boustead Holding or take over target by big plantation company
At currrent level price, it was super duper UNDERVALUE!
2021-06-23 14:52 | Report Abuse
Stock: [BPLANT]: BOUSTEAD PLANTATIONS BHD
Jun 9, 2021 11:12 PM
My thought ,
KLK take over IJM plantation(IJMP) at RM3.10 which value IJMP at RM2.7bil
IJMP land bank at 70k hectares
Location : Sandakan,Sabah, Kalimantan and Sumatra, Indonesia
Let’s take a look at Boustead Plantation(BP)
BP market capitalisation at RM1.3bil ONLY
Land bank at 98k hectares
Location : Peninsular, Sabah& Sarawak
BP land bank value is more strategic and valuable compare with IJMP
Super duper undervalue , the most undervalue plantation stock in Bursa, SHOUTING BUY!
Above just merely by personal opinion , no buy call and no sell call
Thank you
2021-06-14 10:35 | Report Abuse
Boustead Plantation super duper UNDERVALUE and shouting buy
Their land bank 100% located at Malaysia and consider the best location among the plantations company
IPO price at RM1.60 in year 2014
The CPO price during 2014 around RM2400 to 2700 per tonne
2021-06-14 10:32 | Report Abuse
WDCQ_I_am_legend My thought ,
KLK take over IJM plantation(IJMP) at RM3.10 which value IJMP at RM2.7bil
IJMP land bank at 70k hectares
Location : Sandakan,Sabah, Kalimantan and Sumatra, Indonesia
Let’s take a look at Boustead Plantation(BP)
BP market capitalisation at RM1.3bil ONLY
Land bank at 98k hectares
Location : Peninsular, Sabah& Sarawak
BP land bank value is more strategic and valuable compare with IJMP
Super duper undervalue , the most undervalue plantation stock in Bursa, SHOUTING BUY!
Above just merely by personal opinion , no buy call and no sell call
Thank you
09/06/2021 11:12 PM
2021-06-09 23:17 | Report Abuse
BP highly potential being privatise by major shareholder or being take over target by it peers
2021-06-09 23:12 | Report Abuse
My thought ,
KLK take over IJM plantation(IJMP) at RM3.10 which value IJMP at RM2.7bil
IJMP land bank at 70k hectares
Location : Sandakan,Sabah, Kalimantan and Sumatra, Indonesia
Let’s take a look at Boustead Plantation(BP)
BP market capitalisation at RM1.3bil ONLY
Land bank at 98k hectares
Location : Peninsular, Sabah& Sarawak
BP land bank value is more strategic and valuable compare with IJMP
Super duper undervalue , the most undervalue plantation stock in Bursa, SHOUTING BUY!
Above just merely by personal opinion , no buy call and no sell call
Thank you
2021-06-09 11:13 | Report Abuse
The few great point for your consideration,
1)EPF keep buying , almost none stop
2)Major shareholder keep buying
3)Share buy back which seldom happen at Hartalega company
Judge yourself and think independent
2021-06-09 11:08 | Report Abuse
EPF is keep increasing their stake at SDP
2021-06-09 11:08 | Report Abuse
Sime Darby Plantation is the safer and best bet company in plantation segment
SDP is biggest company and at his own league
Current level is good entry point
My target full value at RM6 per share
Above info just merely my opinion and no buy call or sell call
Buy at your own risk
Thank you
2021-06-09 10:52 | Report Abuse
Hartalega is the safer and best bet company in glove and healthcare segment
Hartalega is the best company which exist in Bursa Malaysia
Once in a lifetime opportunity, current level is a good entry point (dollar cost averaging down strategy is the best approach)
My target full value at RM15 per share
Just my merely opinion and no buy or sell call
Thank you
2021-06-09 10:49 | Report Abuse
Dialog is the safer and best bet company in oil&gas segment
Current level is good entry price
My target full value at RM3.80 per share
Just my merely opinion and no buy or sell call
Thank you
2021-06-09 10:45 | Report Abuse
Boustead Plantation (BP) is a safer and best bet at Plantation segment
Why?
1)CPO trading in the range of RM4000 to RM4500 per tonne (at one time, reached RM4800 per tonne which is all time high in Malaysia history)
2)CPO price will continue the commodity super bull run and expected to break RM5000 per tonne by this year
3)Soybean price trading at huge premium compare with CPO, this catch up play will take place and CPO chances to break through RM5000 per tonne is very high possible
4)BP NTA at RM1.15 per share
5)At inflation economy environment, like what Warren Buffet and Charlie Munger always said,
Buy farmland instead of Gold or Silver coz farmland@plantation estates is producing palm oil (fruit) and sometimes the plantation estates appreciate in value in term of per acre land
6)BP estates all located in Malaysia having advantage of compare with Indonesia estates which Indonesia government introduce additional tax
7)BP the only few plantation company which without any forward sales if compare with Sime Darby Plantation, IOI corporation, to name a few
Thus, BP enjoy better margin on higher spot price
8)Every increase of RM100 per tonne, BP profit margin will improve by 12%
9)BP 1st quarter result ended 31/03/2021 will be good compare with previous quarter and 2nd quarter result ended 30/06/2021 , will be great compare to this 1st quarter
10)Better dividend yield will be announced
11)Current CEO who appointed in Dec,2019 is very knowledgeable, high integrity and down to earth , after his incharge, BP revenue and profit improve a lot and currently he is focusing to lower the production cost to below RM1700 per tonne compare to currently RM2000 per tonne
12)Potential take over target by rival
13)High potential on privatisation by major shareholder
My target price : RM1.35
My article just merely sharing the info and no buy call or sell call
Buy at your own risk
Stock: [KOSSAN]: KOSSAN RUBBER INDUSTRIES BHD
4 days ago | Report Abuse
Unorthodox Analysis on Supermax Corporation Berhad as SUPER STOCK IN MAKING for year 2025
*TARGET PRICE : RM2.50*
Here are 10 main reasons why Supermax Corporation Berhad's share price may surge in 2025:
1. US Manufacturing Facility Commencement
Supermax's new manufacturing plant in the US is expected to begin operations in early 2025. With an initial production capacity of 2.4 billion gloves annually, it reduces dependency on exports and taps directly into the largest glove market. Full capacity is projected at 19.2 billion gloves.
2. Higher US Import Tariffs on Chinese Gloves
The US has imposed increasing tariffs on Chinese gloves:
50% in 2025
100% in 2026
This opens a massive opportunity for Malaysian glove producers like Supermax, as buyers seek alternative suppliers.
3. Improved Average Selling Prices (ASPs)
Global glove ASP trends are showing signs of recovery, forecasted to rise to US$21–US$22 per 1,000 pieces by late 2024 and 2025 due to increasing demand and rising costs.
4. Rebounding Global Demand for Gloves
The demand for gloves is projected to grow 8%–10% annually due to increasing hygiene awareness post-pandemic, rising healthcare spending, and infection control measures worldwide.
5. Weaker Malaysian Ringgit (Currency Advantage)
A weaker MYR against the USD benefits Supermax as exports generate foreign currency, boosting profitability and revenues.
6. Diversification into Developed Markets
Supermax’s expansion into Europe and North America mitigates risks associated with oversupply in Asian markets. The US plant reinforces direct relationships with customers.
7. Strong Balance Sheet and Cash Reserves
Supermax maintains a strong cash position that allows it to fund expansion, manage costs, and distribute dividends if necessary, improving investor confidence.
8. Glove Sector Recovery from Overcapacity
The global glove industry has faced overcapacity, but consolidation among competitors and steady demand growth are driving sector normalization, supporting higher ASPs and revenues.
9. Strategic Focus on ESG (Environmental, Social, and Governance)
Supermax’s focus on sustainable practices, including energy-efficient production and ethical labor compliance, attracts long-term institutional investors prioritizing ESG-compliant companies.
10. Improved Sentiment for Malaysian Glove Stocks
Malaysian glove stocks, including Supermax, are benefiting from renewed investor interest, driven by:
Recovery in demand
Improved sector outlook
Positive macroeconomic policies