Posted by stockraider > 2020-10-17 11:19 | Report Abuse

MUST HOLD ON TO LCTITAN LOH....!!

SURE GO UP ONE LOH!

MY SIFU TOLD ME CAN REBOUND TO RM 4.00 TO RM 6.00 MAH..!!

Posted by AxeCapital2077 > 2020-10-17 11:38 | Report Abuse

looks good, i bought this when it was rm1 back then in march which i think was too low and sold it at 2.4. but i was on the glove waves these past month no time to analyze this counter.

Posted by AxeCapital2077 > 2020-10-17 11:39 | Report Abuse

but sadly i think im too late to the game already, congrats to everyone who has been holding ,i think it can push up 3++

Posted by stockraider > 2020-10-17 11:41 | Report Abuse

HOW CAN BE TOO LATE WHEN LCT IPO IS AROUND RM 6.60 LEH ?

MUST PAKAI OTAK THINK MAH...!!

Posted by AxeCapital2077 > Oct 17, 2020 11:38 AM | Report Abuse

looks good, i bought this when it was rm1 back then in march which i think was too low and sold it at 2.4. but i was on the glove waves these past month no time to analyze this counter.


Posted by AxeCapital2077 > Oct 17, 2020 11:39 AM | Report Abuse

but sadly i think im too late to the game already, congrats to everyone who has been holding ,i think it can push up 3++

Posted by gemfinder > 2020-10-17 12:42 | Report Abuse

Wow strockraider promote strongly

Posted by cbkia4896 > 2020-10-17 15:12 | Report Abuse

can i know when agak2 quarter report out bo?

Posted by thirdproperty > 2020-10-17 17:05 | Report Abuse

last 2 years show release on 31oct ...this year that date is a Saturday..maybe 30thFriday? Thursday is a public hols... agak2 8.5 to 9 trading days until results

...as analysed and discussed above..

..hopefully its a strong, formidable and convincing result

Posted by cbkia4896 > 2020-10-18 09:57 | Report Abuse

Hopefully around the range of 400m~500m, choivo did a quite detailed analysis on it and if that happens price fly for sure. Been collecting more after it broke the 2.42 Res.

Posted by plentitos > 2020-10-18 10:01 | Report Abuse

Sometimes reading too much analysis will distort your decision making into inaction. Waiting better entry to add

Posted by stockraider > 2020-10-18 11:31 | Report Abuse

JUST BUYLAH DO NOT WASTE TIME MAH...!!
$$$$$$$$$$$$$$$$$ COMING LOH...!!

Posted by plentitos > Oct 18, 2020 10:01 AM | Report Abuse

Sometimes reading too much analysis will distort your decision making into inaction. Waiting better entry to add

Posted by Choivo Capital > 2020-10-18 12:29 | Report Abuse

https://klse.i3investor.com/blogs/PilosopoCapital/2020-10-18-story-h1534705083-_CHOIVO_CAPITAL_LCTITAN_5284_An_Update_on_Naptha_Polyolefin_Butadiene_P.jsp

Posted by ochai > 2020-10-18 14:46 | Report Abuse

die die hold

Posted by soros228 > 2020-10-18 16:59 | Report Abuse

Choivo pls check your inbox.

Posted by stockraider > 2020-10-18 18:26 | Report Abuse

Correctloh...Jonathan say TP 4....i agree loh...!!

Posted by Choivo Capital > Oct 18, 2020 12:29 PM | Report Abuse

https://klse.i3investor.com/blogs/PilosopoCapital/2020-10-18-story-h15...

Posted by WorldWideInvestor > 2020-10-18 19:10 | Report Abuse

Wow Choivo and Slc1 here, I think I might buy Lctitan after share price drop a little. So good talking making me interested!

Posted by stockraider > 2020-10-18 19:13 |

Post removed.Why?

Posted by Sslee > 2020-10-18 20:19 | Report Abuse

This one I support stockraider and choivo capitail cheer!

Posted by OTB > 2020-10-18 21:07 |

Post removed.Why?

Posted by LiimInvest > 2020-10-18 21:27 | Report Abuse

Confident

Posted by Gooner82 > 2020-10-18 22:09 | Report Abuse

Yup i think rm3.50 is achievable this year.

Posted by Choivo Capital > 2020-10-18 22:48 | Report Abuse

Thanks guys. Based on the amount i'm holding, i obviously have alot of skin in game and think the odds are in my/our favor. But obviously, we need to do our own thinking, evaluation of expected value and risk management.

Target price is dynamic and different for everyone.

Cheers.

Posted by Tkeng > 2020-10-18 22:51 | Report Abuse

TP hinges on coming qr. Big funds are in. Just have to be patient.

Posted by aliyusof > 2020-10-19 08:53 | Report Abuse

Choivo Capital comments above are very fair and gentleman. We need to assess own financial position and risk appetite and decision should be us to make solely. Reading all his reports, feel are objective and balanced based on data available.

Posted by cbkia4896 > 2020-10-19 09:52 | Report Abuse

Someone keep pushing down at 2.61

Posted by Choivo Capital > 2020-10-19 10:11 | Report Abuse

https://www.wsj.com/articles/covid-19-shakes-up-plastics-world-order-11602759601

Wall street journal also like Lotte liao.

Posted by Choivo Capital > 2020-10-19 10:12 | Report Abuse

"In an early October call discussing a joint venture with Sasol, LyondellBasell Chief Executive Officer Bhavesh Patel said the oil-to-gas feedstock advantage is unlikely to go back to what it was in the heyday of 2014, when Brent crude-oil prices per barrel were about 40 to 50 times the price of Henry Hub natural gas per million British thermal units. The oil-to-gas price ratio is likely to hover around the 20s mark “very consistently,” according to Mr. Patel. Even when the absolute price of production is still cheaper for U.S. and Middle East-produced petrochemicals, one has to also take into account transportation costs to the importing countries, which can cost as much as 3-4 cents per pound between U.S. and Asia, according to Morgan Stanley.

This narrowing has already made a dent in U.S. producers’ income. Houston-based Westlake Chemical said its net income declined by $104 million in its second quarter compared with a year earlier partly because of the drop in oil prices. The new pricing dynamics could be one reason to take a look at Asian petrochemical companies, which have seen low valuations in recent years. According to Morgan Stanley estimates, Lotte Chemical, Sinopec Shanghai and Mitsui Chemicals all trade below 10 times expected 2021 earnings. LyondellBasell, Dow and Westlake all trade above that—with Westlake at 35 times."

Posted by Nepo > 2020-10-19 10:15 | Report Abuse

Look like this stock is about to EXPLODE..

Posted by titan3322 > 2020-10-19 10:54 | Report Abuse

Huat3

Posted by sharkdododo > 2020-10-19 11:42 | Report Abuse

GOGOGO HOOT 9 E
https://jawplace.com/lotte-chemical-titan-a-turnaround-story/

Posted by brucechun > 2020-10-19 12:29 | Report Abuse

TP 5.50 , gogog

Posted by Bigbull99 > 2020-10-19 12:49 | Report Abuse

Huge chunk being eaten at 2.61 and 2.62. Lets hope for more action after lunch.

Posted by stockraider > 2020-10-19 12:49 | Report Abuse

Go go go Rm 4.00...loh...!!

$$$$$$$$$$$$$$$$$ coming mah...!!

Posted by aliyusof > 2020-10-19 13:00 | Report Abuse

Climbing up bit by bit is healthy...confident will reach RM3 before Q3 result out end Oct

Posted by Thks1956 > 2020-10-19 14:29 | Report Abuse

hold this stock tight.... it has steadily climbed for weeks.

Posted by titan3322 > 2020-10-19 14:50 | Report Abuse

Left to be seen whether it can hit 3.50 I do not expect Q3 PBT to exceed 400 mil. Conservatively I will put it at 240 to 280 mil translating to an EPS of around 12 sen which is very good for a share costing 2.60 with strong dividend payout . PBT for Q3 exceeding 300 mil would be a bonus and a catalyst for further uptrend

Posted by brucechun > 2020-10-19 16:31 | Report Abuse

Can see LCTITAN vs other major chemical (Westlake, sabic, lyondell, mitsui) price is way undervalue ..

see the comparison chart here (LCTITAN is blue):
https://ibb.co/c65twgW

Posted by Fabien "The Efficient Capital Allocater" > 2020-10-19 19:59 | Report Abuse

If Titan does 300mil-400mil in the next 2 quarters. IPO price of 6.50 is achievable. This is the best case scenario.

Posted by LiimInvest > 2020-10-19 22:16 | Report Abuse

Waiting over 3.00

Posted by ratz > 2020-10-19 22:35 | Report Abuse

With lower naptha costs where LCT took 2 recent cargo shipments in Oct (@USD 390+), firm PP prices but rather stable butadine prices & high plant utlization rate (90% or more) and assuming no adverse performance from US associate arising from recent hurricanes, bottomline of RM300 is quite achievable for Q3 running into RM400 million in Q4. With div policy of 40% and DRS (potentially building cash inventory to more than RM4 billion), share price potentially could reach RM5 by December.

Posted by Airline Bobby > 2020-10-19 22:53 | Report Abuse

HAHAHA STOCKRAIDER TOK KOK LIAOOO
COMING 2 QUARTERS NET PROFIT SUFFICIENT ENOUGH TO WARRANT SHARE PRICE INCREASE TO RM6 ? YOU PAKAI OTAK LA LOL

Posted by chshzhd > 2020-10-20 00:18 | Report Abuse

haha... just wait n c..

Posted by invest icon > 2020-10-20 09:41 | Report Abuse

@Ratz, LCTitan dividend policy is 50% not 40%

Posted by hng33 > 2020-10-20 10:03 | Report Abuse

bought back LCtitan at 2.64

Posted by Thks1956 > 2020-10-20 10:13 | Report Abuse

no brainer.... buy more

Posted by Eric963708 > 2020-10-20 10:41 | Report Abuse

don't over confident yet, now days very hard to predict cuz pandemic

Posted by Nepo > 2020-10-20 10:46 | Report Abuse

Yes..Be careful reverse killing... just like three months ago before QR out..

Posted by hng33 > 2020-10-20 11:10 | Report Abuse

add more LC at 2.61

Posted by ratz > 2020-10-20 11:14 | Report Abuse

Sorry invest icon, my wrong. Div policy of 50%. Thanks

Posted by Choivo Capital > 2020-10-20 11:53 | Report Abuse

From what i heard, plastic resin buyers in malaysia is having trouble buying stock from Lotte now. because all the stock is going to china, who are offering premium.

https://www.thestar.com.my/business/business-news/2020/10/19/china039s-economic-recovery-quickens-in-3q

Looks like china is recovering very nicely. Obviously, this should be mainly for Q4 bah.

Posted by cmyoon > 2020-10-20 12:09 | Report Abuse

https://www.bloomberg.com/quote/011170:KS