Posted by Fabien Extraordinaire > 2019-02-21 14:30 | Report Abuse

Valuation wise, LCTitan is cheap. But bear in mind, they should trade at a discount to PChem due to PChem's feedstock cost advantage. LC feedstock is primarily naphta based vs. PChem gas based (which they secured from Petronas). Last quarter we can see the significant impact of mismatch between naphta feedstock cost against selling price. If you have a longer term view, the margin risk should gradually subside once the US ethane cracker starts commercial operation as LC would be able to diversify their feedstock structure from naptha based to cheaper US shale gas.

Posted by Jiahui Foo > 2019-02-25 15:17 | Report Abuse

PChem earn a lot, LCTitan earn little bit, no wonder far away.......

Posted by wakarimas > 2019-03-08 17:10 | Report Abuse

i really wondering what is the catalyst or factor that affect this counter. Oil up, it down, oil down , it down also. walau

Posted by factorrumour > 2019-03-12 18:40 | Report Abuse

aiyoyo... dividend drop yield drop... but i think most people will still hold dear to it...

Posted by Jasonlow > 2019-03-14 01:54 | Report Abuse

So fast and efficient already arrested 3 ppl

will charge on morning...............

Luckily, seems like no any listed company involve, is one illegal tyre shop ppl do this ..........


https://www.facebook.com/watch/?v=339455013363244

Posted by Jasonlow > 2019-03-14 01:55 | Report Abuse

https://www.sinchew.com.my/content/2019-03/13/content_2021753.html

Good news , Case Done so fast , no company involve, congraz all ......................

Posted by hopper66 > 2019-03-14 22:19 | Report Abuse

pchem 0.18 dividend lott 0.17 dividend

Posted by SamuelLuke > 2019-03-15 09:58 | Report Abuse

https://www.klsescreener.com/v2/news/view/502708
A company with good ethics!!! I should buy more at this low, as a tribute to all management in LCtitan

Posted by Patrick13 > 2019-03-15 22:01 | Report Abuse

KUALA LUMPUR: South Korean chemical company Lotte Chemical Titan Holding Bhd is providing its assistance and expertise to help ease the chemical pollution in Pasir Gudang.

Its president Lee Dong-woo said about 20 of its employees have been deployed to provide assistance.

“We are very sad over the chemical dumping incident in Johor. We have mobilised assistance to schools and homes in the affected area,” he told the media on the sidelines of the Malaysia-Korea Business Forum here.

He also said that as Lotte Chemical Titan has vast experience in chemical incidents, it is willing to help in the clean-up once the type of chemical that caused the pollution has been identified.

“Right now we have helped to clean up schools that have been affected by the chemical pollution. We also have deployed our ambulance and equipment to the affected area,” he said.

As of yesterday, all 111 schools in the Pasir Gudang area have been closed while 506 people have sought treatment, including 166 being hospitalised with nine in the intensive care unit. – Bernama

https://www.nst.com.my/news/nation/2019/03/469176/lotte-chemical-titan-providing-assistance-over-pasir-gudang-pollution

Posted by Harold Huong > 2019-03-16 12:18 | Report Abuse

Weekly Average trade drop until 4212lots, price drop too

Posted by Calvin882 > 2019-03-16 14:41 | Report Abuse

Current condition is quite challenging for Lctitan.

Posted by tan81 > 2019-03-16 14:48 | Report Abuse

Lctitan factory affected by pasir gudang pollution as well, will close temporary until further notice. Assume 2 week closure, will it affect eps badly?

Posted by Calvin882 > 2019-03-16 16:12 | Report Abuse

How come no formal announcement for factory closure? It will impact the production badly if it's real. No joke pls.

Posted by tm9999 > 2019-03-16 23:51 | Report Abuse

Before tis....water issue also din inform pre ipo....causing big drop.

Posted by Calvin882 > 2019-03-17 09:34 | Report Abuse

Seems like poor management

Posted by alone > 2019-03-17 10:52 | Report Abuse

True or not?

Posted by tm9999 > 2019-03-17 11:09 | Report Abuse

Go visit pasir gudsng...u will know.
Like zombie spot alr.

Posted by ariffrazak > 2019-03-19 12:44 | Report Abuse

Hopefully next quarter wont be a disaster as well. So many terrible things happened

Posted by Calvin882 > 2019-03-19 19:17 | Report Abuse

How to post good qtr with increasing naptha price

Posted by law888 > 2019-03-19 20:00 | Report Abuse

The selling price of PR and PP decreased . Sign of oversupply .

Posted by SamuelLuke > 2019-03-20 10:10 | Report Abuse

Another 11days will come to the end of the qtr,Oilprice remain below USD 60 ...think carefully

Posted by SamuelLuke > 2019-03-20 10:12 | Report Abuse

Tm999 u better come Johor Pasir Gudang in the morning at 7.3 to 8am or go back at 5~6pm, u would find badly jam... even during the air polution period days ago....bukima what talking u zombie spot??
20/03/2019 10:07

Posted by Patrick13 > 2019-03-20 13:31 | Report Abuse

Maybe tan81 can further explain where is the source that Lctitan plant closure for 2 weeks?

tan81 Lctitan factory affected by pasir gudang pollution as well, will close temporary until further notice. Assume 2 week closure, will it affect eps badly?
16/03/2019 14:48

Posted by staind86 > 2019-03-20 16:49 | Report Abuse

The company is not involved. In fact, the chemical analyser YB Yeo were holding as reported in newspaper / her fb were loaned from lctitan to kementerian.
There were some community group portal in jb that shared the MoU between lctitan and gomen in loaning the equipment.
In fact, YB yeo also went to lctitan last week to visit. Should be related to the equipment / courtesy visit.

Posted by SamuelLuke > 2019-03-20 17:04 | Report Abuse

Factory close??? Fake news la, many students, teachers, n workers wanna makan ular emit to hospitals only .....

Posted by Calvin882 > 2019-03-21 07:31 | Report Abuse

Crude oil increased to usd60. Quite challenging for Lctitan

Posted by SamuelLuke > 2019-03-21 09:13 | Report Abuse

Not exceeding usd 80 still ok, already 2qtr running at low oil price range...

Posted by villa1668 > 2019-03-21 22:52 | Report Abuse

Support level look like hard to sustain

Posted by Harold Huong > 2019-03-23 13:54 | Report Abuse

Wait to buy 4.15

Posted by alex89 > 2019-03-27 11:08 | Report Abuse

target price 2.90 T,T

Posted by factorrumour > 2019-03-27 12:26 | Report Abuse

wah this is shocking, i thought is cimb giving tp, mana tau is bimb pulak, why why why

Posted by signalmw > 2019-03-27 16:51 | Report Abuse

Offer offer

Posted by apolloang > 2019-03-27 16:53 | Report Abuse

ini panggil offer? i tot 3.80 or below.....bimb TP also 2.90 only

Posted by signalmw > 2019-03-27 17:03 | Report Abuse

U lagi offer ha

Posted by apolloang > 2019-03-27 17:04 | Report Abuse

tak ada offer lah hanya turun 2 sen

Posted by SamuelLuke > 2019-03-27 23:36 | Report Abuse

JPmorgan increase during February while bimb call trading sell at 2.9 ....hmmmm fishy

Posted by SamuelLuke > 2019-03-28 09:25 | Report Abuse

https://www.klsescreener.com/v2/news/view/508313
“Risks to our call include: i) US-China reaching a trade deal and boost global economy; ii) higher profit contribution from US associate; and iii) better-than-expected plant utilization,” it said.

?????

Posted by magus > 2019-03-28 12:08 | Report Abuse

bimb lame duck target lah. LCT nav far higher than 2.9.

Posted by Y2016 > 2019-03-28 12:40 | Report Abuse

Got BIMB full report? Can share it here?

Posted by freddiehero > 2019-03-28 12:57 | Report Abuse

let it crash

Posted by alone > 2019-03-28 13:48 | Report Abuse

Oil up will depressed the margin of lctitan. Very pity can make a business 2 billion a quarter but cannot have profit... Moreover, the margin is continue to depress... So sad to hold this counter.... Increased the volume of production also no used...

Posted by SamuelLuke > 2019-03-28 15:39 | Report Abuse

My tears came out to understand tht I still hv brothers in this counter.... invest while it is at its hardest darkest hour my friend. Cheer t y’all !!

Posted by WiseVictor > 2019-03-28 16:19 | Report Abuse

The research RM2.90 is based on PE12x. Largest shareholder no movement until now, maybe still monitoring and wait for AGM. This counter at all time low, could be good time to invest now.

Posted by Fabien Extraordinaire > 2019-03-28 16:43 | Report Abuse

you guys take BIMB too seriously la...

from 7.25 to 2.90??

Posted by Undi_PAS > 2019-03-28 16:49 | Report Abuse

They(BIMB) do so to report record profit?

Posted by wongkokmun > 2019-03-28 17:09 | Report Abuse

Plan to buy at rm4

Posted by SamuelLuke > 2019-03-28 17:46 | Report Abuse

Fabien bro u hv asked my question......

Posted by signalmw > 2019-03-28 20:27 | Report Abuse

Offer offer

Posted by signalmw > 2019-03-28 20:28 | Report Abuse

Tp 2.9 coming

Posted by abang_misai > 2019-03-28 21:33 | Report Abuse

Mata sejuk punya pasal, semua ikut membabi buta