THMY's stock may have 81% upside amid supply chain shift, AI spending — Tradeview
· Source: theedgemalaysia.com
In short
THMY Holdings Bhd, an automated test firm, may see an 81% upside from its listing price due to global supply chain shifts and AI-driven capital expenditure. The company benefits from the 'China-plus-one' strategy with operations in Malaysia and Thailand accounting for over 60% of revenue. Tradeview Research projects revenue growth of about 28% annually over four years as THMY expands capacity to serve hyperscaler clients in data centers and AI hardware.
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Tags: supply-chain, automation, testing, manufacturing, electronics, AI