Posted by sexyturkey > 2018-03-27 19:17 | Report Abuse

Thanks Kelvin for your sharing.. Mind to share which are the main indicator that will affect the earning performance of LCTITAN?

Posted by kelvin_ik4u > Mar 27, 2018 08:41 AM | Report Abuse

Posted by alone > 2018-03-27 19:32 | Report Abuse

If strength Rm/usd 10%, the profit will increase 46 million.. buy it cause RM increase so much

Posted by kelvin_ik4u > 2018-03-28 10:28 | Report Abuse

Key Indicator affect LCTITAN performance:

1) Oil price fluctuation, affect raw Naphtha price. If Naphtha price stable or going lower, that help all LCTITAN overall business

2) RM-US currency strengthen, improve overall business revenue. It buy raw material in global market using US dollar & sell petrochemical products to customer in local currency (M'sia/Rupiah)

3) Uprise petrochemical demand vs supply. Shortage of supply with higher demand cause higher ASP price, thus improve earning dramatically. MOST crucial point!!!!
---- several analyst reported since last Jan 2018, stated petrochemical demand is high due to shortage of petrochemical products. Strong industry demand and tight supply are fueling healthy margins.
i) Across many petrochemical producers in the Middle East are undergoing prolonged shutdowns, hence tightening global supply
ii) China government’s air pollution curb has led to the closure of many local producers that utilize older technology, thus forcing substitution via imports.

4) Global PMI - countries GDP measure KPI indicator, especially South-east economic is in firm growth territory.

5) Finally, most important of all! All indicator just a macroeconomics driven, important is company mgmt efficiency, trustworthy & transparency.

- LCTITAN business is recovering now from worst case, back to normalized business growth from unexpected bad condition (water supply, fire, supply, shutdown maintenance in past 2017). Now all are back to normal & business is stable.
- Plus, it is truly undervalued for a multi-billion dollar company, work under LOTTE mgmt. Potential is there.
- Only hope is existence mgmt. able to delivery good expected result for 2018 & recover from bad 2017. With normalized forward PE <10 and recovering back to normal operation, risk should be small vs other high PE or penny stock if mgmt. able to deliver expected Qtr result.

Posted by LowChingHong > 2018-03-28 10:56 | Report Abuse

Big cap will start to bull

Posted by tomblack > 2018-03-28 14:50 | Report Abuse

Kesm is a good buy. Buy the dips for Kesm. CIMB's top pick. It does not get affected by strong ringgit. Its outlook is very good after the recent AMG.

Posted by jordanmaggie61 > 2018-03-28 15:47 | Report Abuse

what the problem?!

Posted by kelvin_ik4u > 2018-03-28 16:24 | Report Abuse

Good news! News recently reported that Lctitan might be relist to top 30 KLSE blue chip. if it relisted, then more big fund mgr will come in and buy it, then higher valuation will be readjust to Lctitan, way better and higher with good share price support level.

http://www.theedgemarkets.com/article/10-companies-market-cap-overtakes-fbm-klci-members

Posted by Kpin Yeoh > 2018-03-28 16:44 | Report Abuse

I will not buy tech stock at this moment, do not risk your hard earn money for overprice sector.

Posted by Kpin Yeoh > 2018-03-28 16:46 | Report Abuse

If LCtitan include into index stock, big fund come in and buy.

Posted by trulyinvest > 2018-03-28 17:03 | Report Abuse

go go go. stil holding old stock at 4.77. the big isue is dialog, kacau kacau.

Posted by myone99 > 2018-03-28 17:29 | Report Abuse

tomblack please stop promoting KESM.

Posted by trulyinvest > 2018-03-28 18:23 | Report Abuse

Kesm is d next victim of tech stock. Those buy r sorchai

Posted by enning22 > 2018-03-28 21:04 | Report Abuse

nobody buy ,that is why someone needs to find water fish.

Posted by Totte58 > 2018-03-28 21:19 | Report Abuse

Big thanks to those sold CG at 0.15 to myself .
Sincerely ..

Posted by Totte58 > 2018-03-28 21:19 | Report Abuse

0.015*

Posted by Totte58 > 2018-03-28 21:20 | Report Abuse

This gonna b another nestle ! Run faster ... pls

Posted by Totte58 > 2018-03-29 07:53 | Report Abuse

Big show today .. strong buyer signal , stronger ringgit oil lower

Posted by spy008 > 2018-03-29 08:13 | Report Abuse

Malaysia's Lotte Chemical Titan to start up new polypropylene unit by June
Singapore (Platts)--27 Mar 2018 435 am EDT/835 GMT



Malaysia's Lotte Chemical Titan plans to start up a new 200,000 mt/year polypropylene unit at Pasir Gudang by June, a company source said Tuesday.

This follows the start of commercial operations at its new catalytic cracker at Pasir Gudang last December.

The catalytic cracker is part of the company's TE3 project, which will increase Lotte Chemical Titan's overall ethylene production capacity to 810,000 mt/year from 720,000 mt/year.

As the catalytic olefins technology converts low value olefinic, paraffinic or mixed streams into high value propylene and ethylene, the cracker will also add another 170,000 mt/year of propylene to Lotte Chemical Titan's overall production capacity of 420,000 mt/year, and 134,000 mt/year of benzene/toluene/xylene.

The current aromatics plant makes 100,000 mt/year of benzene and 55,000 mt/year of toluene.

It is also studying the feasibility of building an integrated petrochemical complex at Merak, Indonesia, with an ethylene production capacity of 1 million mt/year.

Parent company, South Korea's Lotte Chemical, will also expand the production capacity of its naphtha-fed steam cracker at Yeosu over the second half of 2018.

The Yeosu expansion will add 200,000 mt/year of ethylene capacity, 100,000 mt/year of propylene, 40,000 mt/year of BTX and 20,000 mt/year of butadiene. The expansion works are due to take place during September 11 to November 1.


https://www.platts.com/latest-news/petrochemicals/singapore/malaysias-lotte-chemical-titan-to-start-up-new-26923536

Posted by spy008 > 2018-03-29 08:19 | Report Abuse

Lotte Chemical Maintains ‘Top-Pick’ Stock Position
Outlook on global ethylene business continues to show rally; company predicted to benefit from favorable factors
27(Tue), Mar, 2018


Lotte Chemical is forecast to benefit from favorable factors such as a booming U.S. ethylene industry, Kiwoom Securities Co. said in a report.

The report showed that despite the United States’ increased supply, the outlook on the global ethylene business will continue to rally. It is attributable to a periodic rise in polymer demand, caused by China’s environmental regulations.

Lotte Chemical shares have maintained the “top-pick” position among chemical-related shares. The company logged the highest-ever levels since last December, thanks to ethylene and propylene, which have seen a favorable rebound in demand.

Lotte Chemical Titan’s results met analysts’ consensus estimates. The company saw sales amount to 2.117 billion ringgits in the fourth quarter of last year and operating profit stand at 356 million ringgits, representing a 5 percent rise and a 48.3 percent surge over the same period of the previous year, respectively. Lotte Chemical Titan shares need to be seen through he lens of “quantitative improvement.” The target share price is 580,000 won per share, Kiwoom Securities said.

Lotte Chemical announced a provisional consolidated financial statement for the 4th quarter of 2017 in which the company logged 4.03 trillion won in sales, 714.4 billion won in operating profit and 493.2 billion won in net profit.

The figures represented a 9.9 percent rise, a 2.6 percent drop and a 14.9 percent plunge over the same period of the previous year, respectively, the company said.


http://www.newsworld.co.kr/detail.htm?no=3864

Posted by cheoky > 2018-03-29 08:23 | Report Abuse

Gogogo

Posted by trulyinvest > 2018-03-29 08:59 | Report Abuse

no hope. cimb analyst said harta n dialog masuk klci.

Posted by Totte58 > 2018-03-29 09:08 | Report Abuse

Cg good chance . Mother not far away 6.5 n above

Posted by enning22 > 2018-03-29 11:14 | Report Abuse

look kyy wrote about "Why I am Buying Eversendai - Koon Yew Yin "; don't known when he will be writing "Why I am Buying LCTitan", time could be after 6.5 rm or 7.00 rm.

Posted by Totte58 > 2018-03-29 11:31 | Report Abuse

My cg collected yesterday 0.015 . Can sell at 0.02 with 33% return

But I'm looking at at least 0.04

Posted by ialatif > 2018-03-29 12:05 | Report Abuse

Average down at 4.3 & sold some to reduce ipo cost to 5.3

Posted by mamatede > 2018-03-29 15:02 | Report Abuse

Guys now until election there will be much volatility in KLSE. so brace yourself and enjoy..

Posted by jordanmaggie61 > 2018-03-29 15:17 | Report Abuse

Wish u good luck.

Posted by Lim Tek Wai > 2018-03-29 15:24 | Report Abuse

Mari sudah..

Posted by Totte58 > 2018-03-29 19:33 | Report Abuse

Technical view : US will rebound strong tonight .
I m expecting lctitan up to 6.3 by tomorrow

Posted by Totte58 > 2018-03-29 21:52 | Report Abuse

Big funds continue to collect 6-6.2 today .

Tomorrow will be super green

Posted by SamuelLuke > 2018-03-29 22:48 | Report Abuse

Again better buy mother and enjoy the decided and capital gain later.

Posted by trulyinvest > 2018-03-29 23:18 | Report Abuse

Dialog n harta wil be included in klci. Not lctitan

Posted by SamuelLuke > 2018-03-30 00:43 | Report Abuse

Comparing harta n dialog with LCtitan is not right... different market. Market capital yes bit smaller lc is but it’s dividend n business prospect is higher. Dividend is higher too while it’s PE is low.... really want to choose I still choose titan! However I do own a few harta before bonus share.

Posted by trulyinvest > 2018-03-30 06:32 | Report Abuse

Cimb said harta n dialog maduk klci.

Posted by SamuelLuke > 2018-03-30 07:53 | Report Abuse

Wow mind share the news?? Thanks for sharing good news.

Posted by Totte58 > 2018-03-30 08:01 | Report Abuse

As expected , US turn green.
Klci eyeing positive today . Lctitan continue absorbed by Institution .

Small fish like us ? Continue buy CG la

Posted by Totte58 > 2018-03-30 08:08 | Report Abuse

It's under big funds radar. Bout 8 covering call for "buy"

Posted by Totte58 > 2018-03-30 08:54 | Report Abuse

Rhb call for technical buy yesterday . Target price 6.46 | 7

RM7 o ..I like it

Posted by SamuelLuke > 2018-03-30 09:01 | Report Abuse

You may enjoy your CG, I will stick with my mother hahaha. Expiring soon ya... enjoy.

Posted by Totte58 > 2018-03-30 09:05 | Report Abuse

Not much seller willing to let go below 6.2 now .

Mother or cg same boat

Posted by myone99 > 2018-03-30 12:06 | Report Abuse

By looking at the chart, this stock is forming a handle. usually one to four weeks. but looking at the price movement sellers look like drying out. once the buying come in it will break through 6.46 and go to new high. be patient.

Posted by Totte58 > 2018-03-30 12:56 | Report Abuse

Not much seller now.
Price will continue move forward . I hope is gear 5 as I m holding cG haha

Posted by cheoky > 2018-03-30 14:00 | Report Abuse

Just need big fund in, only north is the way.

Posted by trulyinvest > 2018-03-30 20:20 | Report Abuse

Susah up. Not included,in klci. Funds rather pushup dialog. Only catalyst to go up is april good result. Else wil game,over

Posted by SamuelLuke > 2018-03-31 19:41 | Report Abuse

Guys should check harta and dialog fundamental and compare LCtitan biz prospect properly. LCtitan is giving you equal capital gain and dividend profit can hold for long term.

Posted by newbie911 > 2018-03-31 19:49 | Report Abuse

Unlikely for lctitan to be klci stock.
But among dialog, harta, pmetal, lctitan earning per year can beat them easily.

Posted by SamuelLuke > 2018-03-31 19:57 | Report Abuse

That’s what I meant..

Posted by trulyinvest > 2018-03-31 20:45 | Report Abuse

Mayb only included in klci end of 2008 if earningd continue going up. By thst time pmetal share px wil continue going south as metal px going downhill

Posted by risenfall > 2018-03-31 23:59 | Report Abuse

Compare earning no doubt lctitan better than harta and dialog...but to diversify the strength of Fbmklci it will be a different story as pchem shares similar industry with lctitan.

Posted by risenfall > 2018-04-01 00:10 | Report Abuse

now with cg expiring it will be war between sharks and the banker... historical data and volume shows sharks have been holding big portion of cg, with numerous time pump and dump, seems out of inventory...meanwhile qr to be released in late april provide a good drive for price speculation, will be an interesting month for this stock.