Posted by Johnchew5 > 3 weeks ago | Report Abuse

Hoho Konartist sslleee ran away again like Tikuss ke ….!🤣🤣🤣🤔

Posted by nicholas99 > 3 weeks ago | Report Abuse

Cheap oil.. cheap cost..high margin.

Posted by mushimushi > 3 weeks ago | Report Abuse

Trump won but pchem no crash? Pchem drop for no reason lol?

Posted by nicholas99 > 3 weeks ago | Report Abuse

https://www.isaham.my/sector/donald-trump

Posted by Diamond7 > 3 weeks ago | Report Abuse

This industry has been weighed down by volatile market conditions and an oversupply of petrochemical products from China, which have disrupted supply and demand dynamics.

Posted by ironrobe3388 > 3 weeks ago | Report Abuse

durians already dropped .

Posted by Johnchew5 > 3 weeks ago | Report Abuse

Hoho ops .. Profit Margin is dropped from 2 digit to current 6.78 % …


—/

Posted by Johnchew5 > 11 hours ago | Report Abuse

Hoho somehow FCF yield 1.4 % is not impressive le …. Sslee got yr FCF listing ? How much used in Operating activities??


—-
Current Ratio 1.87
Debt-Equity (DE) Ratio 0.44
FCF Yield 1.4 %
Revenue QoQ 3.05 %
Revenue YoY 8.65%
Profit QoQ 16.32 %
Profit YoY 23.73 %
Profit Margin (Sector Median: 5.8) 6.78 %
ROE (ROIC: 4.11) 4.36 %
Dividend Per Share (DPS) 15.0 sen
Dividend Yield (DY) 3.02 %

Posted by Sslee > 3 weeks ago | Report Abuse

$5B petrochemical complex ceases operation in southern Vietnam
By Dat Nguyen

Mon 11/4/2024, 07:05 pm (PT)

The Thai-invested Long Son Petrochemicals complex in southern Vietnam has suspended operation since mid-October, two weeks after its commercial launch.

Posted by Johnchew5 > 3 weeks ago | Report Abuse

Hoho Why ? During this time as I am posted in Jaks .. wait for QR ended March 2024 to be released as Vietnam oredi taken actions on 2 famous businessmen ( 1 lady n 1 man ) on corruption ( not in Power industry ) !

Posted by Johnchew5 > 3 weeks ago | Report Abuse

Hoho from an investing YouTube said is 20 % ???

—/

Posted by Johnchew5 > 10 hours ago | Report Abuse

Hoho ops .. Profit Margin is dropped from 2 digit to current 6.78 % …

Posted by Johnchew5 > 3 weeks ago | Report Abuse

Hoho hope buy what u not understand.. understand the ASP movement.. understand the facts n figures… not telling Serba 🐍n 🐉story !

Posted by Windy1974 > 2 weeks ago | Report Abuse

Commodities price fluctuate. Since we can't predict the fluctuation, we should not buy or sell based on predictions. For PChem, recovery will be long and painful and not due to commodities price fluctuation. When i posted below, PChem was at RM7. At current price, no point to sell. However, i believe the woes for Pchem's far from over. Philip can enjoy the paint dry.

Posted by Windy1974 > 2024-02-26 15:46 | Report Abuse

Ah Beng: Bro, how's your problems at Pengerang? Can settle?
Ahmad: Bro, pening lah. Can't solve so easily
Ah Beng: Roger. There's one guy Philip holding quite a lot of PChem, wonder should i tell him. Very ungrateful guy, someone hinted him on SKP but his ego as big as elephant

Posted by nisah395 > 2 weeks ago | Report Abuse

Thanks for sharing

Posted by Mabel > 2 weeks ago | Report Abuse

Still waiting at RM 4.88

Yum Yum Yum

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho Koni3lurkker no wander changed Name to Balian half way Promoting SCIB …
Few months ago started Promoting SCIB chased HIGH … kena Trapped like Katak … hahaha


Btw Koni3lurkker said here pariaaa country, pariaa ppl and pariaaa food …Cannot afford Good food….

So Desperate le .. said if not made Profit 600 % in 12 months ( by early 2025 ) will become a woooff …🤣🤣🤣


Konartist sslleee whom support and Promoted together with your Old Mate Koni3lurkker.. is ur Old Mate hiding in animal cave ke 🤔🤣🤣 …why your Kon gang like to Promote Pump and Dump stock chased High … like Windy1974 also ( more worst as eg : suddenly appeared in Insas chit chat with you then Promoted a Speculative Stock to chase High , the Next Day kena Dump kaw kaw ) …🤣🤣🤣

Posted by Johnchew5 > 2 weeks ago | Report Abuse

https://www.youtube.com/watch?v=FyBJmiLNYZg

- 陈剑老师投资教育频道

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho however Shl has support ard price below P/B 0.95 ….( 1st time in 10 years P/B less than 1 ).

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho I recalled the someone by the name start with C asked Philip not to buy SKP ( if recalled correctly) , then Philip asked him to show his Portfolio!

I did not like his Big ego also n had debated against him , however never ask a person to Buy or Sell in investing as u do not know his investing strategy n capabilities!

—-

Ah Beng: Roger. There's one guy Philip holding quite a lot of PChem, wonder should i tell him. Very ungrateful guy, someone hinted him on SKP but his ego as big as elephant

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Haha an eg on Philip Harta … I had debated against him on Harta during he promoted at RM 5.80 on early 2022 … saying ASP shl be bottoming after March 2022 …

But what I said from Harta DY n his capability to Average Down … shl be break even …

Recently debated again with Philip on Harta n he shown Harta individual list … finally from 2022 to 2024 … His Harta starting is shown with Profit… just lost the Opportunity Cost for Higher returns!

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Remember Do 3 Own : Own Homework, Own Analysis and Own DecisionS as only you know your Risk level and Holding power .



DecisionS: is changed Upon new information, new facts n figures

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho just Iike I learned from ethical Sifu 3iii posts during debated against Calvin in Netx for 15 months … recently in TSH ..

Learned the Stock MOAT ..

Referred to Philip Top 4 list ( if recalled correctly: PChem , QL , Yinson , Harta ) .. in 4 Different businesses industry.. with MOAT of :

* High switching costs;
. Efficient scale

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho as I am posted Negative views fact n figures in Yinson …

Top 4 list screenshot ard March 2021

Yinson RM 5.35 .. Bonus Issue 1 to 1 on April 2022 …is still in Small Profit !

With DY :

2021 : 1.11 %
2022 : 1.34 %
2023 : 0.83 %
2024 : 1.22 %

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho on QL : 6.15 ard March 2021 :

Announced EX Date Subject Ratio Offer
02 Sep 2024 17 Sep 2024 Bonus Issue 1.0000 : 2.0000 View

29 Sep 2020 14 Oct 2020 Bonus Issue 1.0000 : 2.0000 Vie


In Good Profit with DY :’

2021 : 0.57 %
2022 : 0.70 %
2023 : 1.26 %
2024 : 1.02 %

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho 2026 shl be Glove year .. plan early….

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho QL return is with Bonus issue :

Announced EX Date Subject Ratio Offer

02 Sep 2024 17 Sep 2024 Bonus Issue 1.0000 : 2.0000 View

29 Sep 2020 14 Oct 2020 Bonus Issue 1.0000 : 2.0000 View

25 Aug 2017 08 Sep 2017 Bonus Issue 3 : 10 View

29 Jan 2014 12 Feb 2014 Bonus Issue 3 : 10 View

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho Konartist sslleee is a Good News to Pchem le … less competition le ..

An USD 5.0 billion investment has suspended operation since mid-October, two weeks after its commercial launch... Shl go for Long suspension???

—

Posted by Sslee > 1 day ago | Report Abuse

$5B petrochemical complex ceases operation in southern Vietnam
By Dat Nguyen

Mon 11/4/2024, 07:05 pm (PT)

The Thai-invested Long Son Petrochemicals complex in southern Vietnam has suspended operation since mid-October, two weeks after its commercial launch.

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho as usual the best Pretender n Wayang Director ( in Netx n Insas with WC ) twisting to :

Posted by Sslee > 2 days ago | Report Abuse

Some ineficient Petrochemical plant will be force closed and need few more years for demand growth to absorb the surplus supply.
I am waiting patiently to collect low.

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho don’t play play with Konartist sslleee le .. the Indonesia Plant GM at 64++++ … if his boss invested USD 5.0 billion in a New Plant … he can suspend the Operation after commercial launch for 2 weeks by saying it is inefficient !🤣🤔

Posted by 8u29song > 2 weeks ago | Report Abuse

ready

Posted by 8u29song > 2 weeks ago | Report Abuse

steady

Posted by HKHedgeFund > 2 weeks ago | Report Abuse

Internal board of directors leaking info regarding the recent price drop is due to foreign currency lose more than 190millions USD

Posted by Amazonboy > 2 weeks ago | Report Abuse

Epf buying every day 2 support..their RM5b investment..Lol

Posted by Leesa688 > 2 weeks ago | Report Abuse

Internal board of directors leaking info regarding the recent price drop is due to foreign currency lose more than 190millions USD

No wonder! There is reason for PetChem low share price vis a vis PetGas and PetDag. Not just market issues.

Posted by mushimushi > 2 weeks ago | Report Abuse

Petronas should stop sponsoring F1, UK US Australia and Germany tried to support Sulu to seize Petronas assets.

Posted by nisah395 > 2 weeks ago | Report Abuse

Foreign lose >USD190mil ? That's a huge amount

Posted by nisah395 > 2 weeks ago | Report Abuse

Expecting share price to drop more OR already priced in?

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho this is interesting… let’s see coming QR result ended September….an opportunity for Entry ???


> QR ended June 2024 :

Exchange Rate :

USD / MYR

Average Rate 4.7323
Closing Rate. 4.7205


>> 30/9/2024 4.12557

USD /MYR is depreciated by 12.85 %


>>> As at 8/11/2024 4.38259

Posted by Mohd ImranRafifi > 2 weeks ago | Report Abuse

Better use free cash when invest in this pchem

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho agreed.. judging from the yearly DY :

2019 : 3.13 %
2020 : 1.59 %
2021 : 6.10 %
2022 : 5.68 %
2023 : 1.86 %

Posted by Daim88 > 2 weeks ago | Report Abuse

Nasi dah jadi bubur
https://www.utusanborneo.com.my/2024/11/07/status-petros-sebagai-agregator-gas-tunggal-di-sarawak-diumum-dalam-masa-terdekat

Now we know why PChem crashed so much, the insiders already dumped first when the result of the negotiation betweeen Petros and Petronas completed.

Posted by nisah395 > 2 weeks ago | Report Abuse

@Daim88, this news not affecting PETGAS? Instead affecting PCHEM?

Posted by Johnchew5 > 2 weeks ago | Report Abuse

Hoho to buy or not to buy , this is the issue … especially the Buy what u Not understand Serba 🐶n 🐉story teller not telling story here but in Jtiasa!🤣


Posted by CharlesT > 18 hours ago | Report Abuse
https://klse.i3investor.com/web/blog/detail/Telegram/2021-06-15-story-h1566847714-Why_I_bought_even_more_SERBADK_bonds_and_stocks

Posted by mushimushi > 2 weeks ago | Report Abuse

Petronas, Malaysia's national oil company, generates a significant portion of its revenue from Sarawak, including the state's liquified natural gas (LNG) exports:

LNG exports
Sarawak accounts for almost 90% of Malaysia's LNG exports, and Petronas has the sole right to buy and sell the resource. In 2023, 403 LNG cargoes were delivered from the Petronas LNG Complex in Bintulu, Sarawak.

Gas segment
In 2023, Petronas' gas segment contributed about RM101 billion in revenue and RM30 billion in total profits.

Revenue from oil and gas
Sarawak shares revenue from its oil and gas resources with Petronas and the federal government. The revenue is split equally between Petronas Carigali Sdn Bhd (PCSB) and state-owned Petroleum Sarawak Berhad (Petros).

Posted by mushimushi > 2 weeks ago | Report Abuse

Abang Johari intentionally plays down Sarawak Gas revenue and profits to calm the critics and public
https://www.freemalaysiatoday.com/category/nation/2024/11/10/abang-jo-ready-to-defend-sarawaks-gas-rights-in-court/

In my opinion, given the magnitude of the impact on Petronas, the company should not go down without a fight.

Petronas is in serious trouble taking RM 100 billions revenue and RM 30 billions profit cut.

Posted by mushimushi > 2 weeks ago | Report Abuse

The impact should reflect on Petronas related companies like petgas petdag and pchem etc in the final quarter of 2024.

Posted by mushimushi > 2 weeks ago | Report Abuse

If this happens in Texas, the US government might send in the US military to prevent unlawful seizing of assets.

In our case, Putrajaya is unlikely to act, this leaves Petronas on its own on this fight. What will they do now?

Posted by mushimushi > 2 weeks ago | Report Abuse

To be honest, Anwar is appear to be really weak compares to Dr M on this matter. Abang Joe literally walk all over Anwar. Will he continue to be the weak man of Malaysia or will he respond?

Posted by Sslee > 2 weeks ago | Report Abuse

Dsai need the support of Sarawak and Sabah MP to become PMX. So what do you expect him to do?

By the way if the law stated gas found in Sarawak or within Sarawak sea limit belong to Sarawak then please respect the law.

Posted by hw0706 > 2 weeks ago | Report Abuse

see at rm4.00

Posted by 8u29song > 2 weeks ago | Report Abuse

2025 >>> world peace year...no wars