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Overview
Financial Highlight
HeadlinesBusiness Background Lotte Chemical Titan Holdings Bhd is a petrochemical producer. Its products include polyolefins, comprising of polyethylene and polypropylene and olefins comprising ethylene and propylene and other derivatives such as butadiene, TBA, benzene and toluene.
  cheeyong Try to check their ib report... 2 big project will start at September will boast their capacity next quarter 31/10/2018 13:50 trulyinvest even though profit drop but eps per quarter is 9.5sen which is much better than many rubbish counter tat make eps 1 2 sen 31/10/2018 14:00  CAF-POW Qtr 4 should be better, where PP3 utilization will contribute to the full qtr output. On top of that, also the time, dividend distribution, if same trend as last year. 31/10/2018 14:40 ganapathy18 In comparison to 1 year ago and now the company's position (except for share price) has improved in every sense. Current share price is grossly undervalued. Good time to buy and accumulate. With PP3 additional capacity, the next Q should be much better (should be able to see even higher revenue growth) thus can expect to see even a much better and strengthen balance sheet. 31/10/2018 14:59 shpg22 The current dividend policy of 50% profit will put a big dent into its cash flow. I think its not sustainable. 31/10/2018 15:59 Fabien Extraordinaire had a quick glance on the quarterly report, i think the results are ok. 31/10/2018 17:03 SamuelLuke Definitely ok, when oil price go up at this rate, LCtitan can still maintain earning at this level it is definitely ok! 31/10/2018 20:52  Jon Choivo Hmm interesitng. Only other companies are cheaper and potentially better haha. Likely to not be a bad idea though. 01/11/2018 12:23 Calvin882 Crude oil is dropping. If this continue, interesting to see how this will affect the next qtr result 01/11/2018 19:19 kahhoeng a bit surprise LCTitan share price not responds favourably towards falling crude oil price trend today... 01/11/2018 23:16 cheeyong Oil price drop to 50 + pp3 + usa factory sure will boom lctitan next quarter... 02/11/2018 08:53 enning22 Lotte to invest W50 tril., hire 70,000 over 5 years https://www.koreatimes.co.kr/www/tech/2018/11/694_257489.html 02/11/2018 15:09 Calvin882 http://www.theedgemarkets.com/article/lotte-chemical-expected-face-margin-squeeze 02/11/2018 20:11 Junichiro Do not trust investment banks. when they participate in the IPO, the say it is fairly priced. Then they will give comparisons like "this IPO is priced at PE of 13 while the average PE for the industry is 14 ..." What is the difference between PE 13 n PE 14 ? There is no margin of safety at all. 02/11/2018 20:40 Calvin882 How they calculate price for IPO? Big variance from IPO price vs current price within a short span of 1 year. Now even downgrade summore. Can we retailers sue those investment banks for giving inaccurate information? I don't think can trust IPO summore 02/11/2018 21:14 Junichiro I have already stopped applying IPOs. Those golden days are already dead n gone with the wind. 02/11/2018 22:49 Patrick13 Analysts ask you sell so they can buy cheaper. When they ask you buy so they can sell higher. Otherwise how they earn money? 03/11/2018 10:59 Slimy https://twitter.com/realDonaldTrump/status/1058388700617498625 republican president can't stop won't stop fucking with iran 05/11/2018 23:25 SamuelLuke LCtitan now is like factory on fire and with water supply issue..... hopefully the kept their promise for the yr end dividend.... 08/11/2018 10:22 Kpin Yeoh no bad news, just that its raw material naptha drop from 730 to 550/ ton. Its next quarter earning will be improved a lot. 08/11/2018 21:01 Calvin882 https://www.thestar.com.my/business/business-news/2018/11/09/us-oil-enters-bear-market-on-rising-inventories-worries-of-oversupply/ 09/11/2018 18:58 Calvin882 Movement for these few days were quite weird. It seems like the real intention for the high sell queue was not really want to sell. 09/11/2018 22:50 PotentialGhost Oil pricr already fall 20% , so wait what? Lctitan will back to RM 6 13/11/2018 13:29 Kpin Yeoh All the while LCtitan facing high Naptha raw material price and also efficiency issue. From the recent few quarters result the efficiency are consistently above 83% while the new plant start to deliver full swing output. Recently crude oil drop from USD75/barrel to USD59/barrel that keep Naptha price hovering around 550/ton and below. All macroeconomics factors are supporting LCtitan and there is no reason for this company to deliver poor result. Since the lagging on increase the ASP to this coming quarter with the advantage of low raw material price, LCtitan will surpass market expectation on its EPS. I am looking forward for 20cents per share earning, with expect is 50% dividend policy ~ 30 cents dividend declared. Wish everyone happy investing! 14/11/2018 13:28  |
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