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LB Aluminium Berhad (lBalum) Benefit Analysis

As a leading manufacturer of aluminum extruded products in Malaysia, LB Aluminium Berhad (LBalum) will significantly benefit from the US tariff policy on Chinese aluminum products. Here is a specific benefit analysis:

Benefit points
1. Improving market competitiveness
- US tariffs on Chinese aluminum products were raised from 7.5% to 25%, which will significantly increase the cost of Chinese aluminum products in the US market. As a non-Chinese supplier, lBalum can use this opportunity to expand its share in the US market.

2. Price advantage
- As global aluminum prices rise, lBalum's product prices and profit margins will also increase. According to S&P Global Commodity Insights, aluminum prices are expected to rebound in 2024, which will drive market demand for aluminum products.

3. Increased demand
- Demand for aluminum in the US market is expected to rebound in 2024, providing LBalum with an opportunity to expand the market. Improved supply and demand relationships in the aluminum market will also help stabilize and raise aluminum prices.

Profit analysis
1. market share
- LBalum can increase sales and market share by exploiting the disadvantages of Chinese aluminum products in the US market to increase its export share in the US market.

2. Profit growth
- LBalum will benefit from rising aluminum prices and increased market demand, and its profit margin is expected to increase. The rise in aluminum prices has not only increased sales revenue, but also increased the company's overall profitability.

Conclusions:
Overall, LB Aluminium Berhad will greatly benefit from the US tariff policy on Chinese aluminum products. Increased market competitiveness, price advantages and increased demand will all bring significant financial benefits to lBalum.
The combination of these factors makes lBalum have stronger growth potential and profitability in future markets.

If more detailed analysis or further information is required, please do not hesitate to let us know.

Reference:
1. S&P Global Commodity Insights 2024 aluminum price forecast [114]
2. US tariff policy on Chinese aluminum products [112] [113]