$SUPERMX (7106.MY)$Supermax US Factory will enjoy cheaper local US nitrile raw material compounds (around 40% of Nitrile glove cost) and cheaper LNG (around 15% of Nitrile glove cost) due to: (1)US is Top 2 nitrile raw materials compounds exporter (2)US is Top 3 LNG exporter Lets see the coming next 2 to 4 Quarter result if the above information are true. I will keep supermax for medium term, have faith with Stanley Thai.
Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry. Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry.
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https://www.google.com/amp/s/www.malaymail.com/amp/news/malaysia/2025/05/06/tengku-zafrul-malaysia-poised-to-command-55pc-of-us-rubber-glove-market-despite-tariffs/175737
(1)US is Top 2 nitrile raw materials compounds exporter
(2)US is Top 3 LNG exporter
Lets see the coming next 2 to 4 Quarter result if the above information are true.
I will keep supermax for medium term, have faith with Stanley Thai.
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