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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.
  Live2Win collected some at 3.08 when it went down yesterday...this ctr was greatly shorted by RSS yesterday... 10/06/2021 10:55 AM Live2Win No..it is not the margin call. It is RSS according to the report that i read yesterday... 10/06/2021 3:28 PM royong82 if look at the ASP for PP is dropping to Feb'21 level, and the direct material Naptha is in increasing trend, not sure the share reflect ahead the financial headwind on 1Q21? hope it doesnt break 2.76... 11/06/2021 12:22 AM titan3322 @royong82 1 Qtr 2021 results were out ardy mah and recorded record profit of 400 mil plus the next qtr results is for March to June 30 and is expected to be announced end of July 2021 and is expected to have another record 11/06/2021 9:21 AM Live2Win No worries investing in company like this...just take the price range as trending from 3 - 4, wud be most satisfying. U can still make a comfortable sum even if u adopt a trading strategy approach. 11/06/2021 12:36 PM royong82 Ok...It is 2Q21. PP price for Apr21 to June21 is relatively low compare to March21. Will expect unfavorable to finance. Hope company continue improve the mfg cost. 11/06/2021 1:39 PM Winningpost This is potentially the next Privatisation counter at 4.50 after MMCcorp . 11/06/2021 1:55 PM information yes, if not it may potentially be acquired by bigger players like LG Chem for regional dominance 11/06/2021 2:17 PM Live2Win Lctitan...can be considered as pretty stable lately. Perhaps u all can consider taking a look at another potentially stable company with a rather healthy balance sheet all this while i.e. QES... an upcoming semi-conductor gem 11/06/2021 5:23 PM harold8990 this is a good long term company...im looking at LINE indonesia project that will be done after a few years that will add value to this company soon. 11/06/2021 6:56 PM Hui_k_c ya lah sifu what happen to this counter? should i buy newbie, pls advise, Tq 13/06/2021 11:26 AM gohku The coming 2nd qtr result is still good I think. My target is rm 4.50 for lctitan, bcos the USA and Indonesia will start contributing good profit. 13/06/2021 12:50 PM LouisLim Buy LCTITAN https://klse.i3investor.com/blogs/LCtitan_favourable_risk_reward/2021-06-11-story-h1566167456-LCTitan_provides_a_favourable_risk_to_reward_profile_to_ride_the_commod.jsp 13/06/2021 10:10 PM royong82 The direct material (Naptha) cost is high, current price is closed to Oct'18. Hope company pile up enough feedstock during low time (March'20 to Nov'20) If look at latest Qtr report, one of their product line Polyolefin product which contribute significant revenue and profit to latest awesome Qtr report. The segment recorded an increase in revenue from RM 1,215.0 million in Q1 2020 to RM 1,941.1 million in Q1 2021. This was due to the increase in average product selling price and sales volume as compared to the corresponding quarter. Profitability improved by more than four-folds from loss before tax of RM 127.9 million to profit before tax of RM 418.1 million mainly due to improved margin spread resulting from higher average product selling price, lower feedstock costs and higher sales volume. However, the feedstock... guess is Naptha, the price went up 4x from $122 to $619, please find below URL link for the price trend. https://tradingeconomics.com/commodity/naphtha The management team should put more effort on how to overcome the headwind to continue deliver same level of profit like last quarter, it is the time to test the management. 14/06/2021 4:00 PM lim900510 aiya, last Q naphtha already at price of 400~500，product selling price still maintaining, coming Q should be sustainable. with EPS of 15sen at least 14/06/2021 7:48 PM  Lukesharewalker It's the spread that's important, the fact the selling price is higher could mean its pass to consumers 14/06/2021 8:27 PM Lukesharewalker As confirmed by the packaging sector rise in cost of materials..... 14/06/2021 8:33 PM Lukesharewalker Plastics are derived from byproducts of petroleum refining and natural gas processing. Therefore, when oil prices dip, the price of plastic resin follows. Visa versa 14/06/2021 9:13 PM titan3322 Just buy lah this FY dividend at least 20 sen where can you find this type of stock in Bursa the yield is even better than gloves stocks and much safer lah 17/06/2021 11:37 AM royong82 the dividend is dropping from 2018 = 23cents to 2020 = 3.27cents....not sure why but it drop >10%. Unless those expert average price at 1.10, the dividend will will give you 2.8%. If your avg price at >2.00, the dividend only 1.6%... @ titan3322, I might be wrong, any idea on how dividend estimate to be 20cents? 20/06/2021 9:41 PM ratz royong82. LCT has a 50% payout policy (out of net profits). That’s how it works 21/06/2021 11:52 AM wallstreetrookie Monday's recovery trade ended Dow Jones's five consecutive days of losses 22/06/2021 5:01 AM  |
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