Posted by Yael Jasper > 2018-04-16 14:23 | Report Abuse

u guys try to learn it

Posted by hwings > 2018-04-18 08:21 | Report Abuse

The first quarter result out soon?

Posted by enning22 > 2018-04-18 09:05 | Report Abuse

most likely be out at end of the month, if good or better result , should make new high.

Posted by Jessie Ng > 2018-04-18 11:14 | Report Abuse

go

Posted by kelvin_ik4u > 2018-04-18 12:08 | Report Abuse

Good Opportunity to collect when price is down.
Margin-led earnings growth momentum in FY18F, earnings should grow significantly in 1Q18F and FY18F due to tight supplies and rising demand from China post ban from 1 Jan 18.

Posted by abcde12345 > 2018-04-18 12:15 | Report Abuse

ok

Posted by abcde12345 > 2018-04-18 12:15 | Report Abuse

good

Posted by enning22 > 2018-04-18 15:07 | Report Abuse

many book squaring activities, ahead of General election.

Posted by Wei Wong > 2018-04-18 16:04 | Report Abuse

For me I not scare of election ..
I scare is trump & puasa month ..
many rumours say after June start to free fall till next year .. so becareful everyone..

Posted by kelvin_ik4u > 2018-04-18 16:07 | Report Abuse

More and more related news of chemical & petrochemical plastic shortage pops out from China.
China’s domestic petrochemical plastic (ex: polyethylene, methyl methacrylate (MMA)) prices are trading at their record highs and may remain supported by tight supply in both the local and import markets amid plant turnarounds.

Most downstream producers have been raising their prices to pass on the high cost of feedstock to end-users, and were either using up existing feedstock inventories or buying on a hand-to-month basis to cover immediate requirements. Expected other non-China export petrochemical countries will benefit the most in 1H2018 & 2018 year due to higher ASP price, better margin as result of tighten supply, plants maintenance shutdown & China environment policy rule.

China domestic MMA prices to stay firm on tight supply

https://www.icis.com/resources/news/2018/04/18/10212643/china-domestic-mma-prices-to-stay-firm-on-tight-supply/

China pushes ahead with new targets to improve country's environment

https://www.icis.com/resources/news/2018/03/29/10207521/china-pushes-ahead-with-new-targets-to-improve-country-s-environment/


Struggling Polyethylene In 2018, Strong Profits Elsewhere

http://www.icis.com/blogs/asian-chemical-connections/2018/01/struggling-polyethylene-2018-strong-profits-elsewhere/

Invests wisely! Whatever result come from GE14 will not affect business fundamental & industry sector as all based on supply-demand driven for company to growth.

Don't blindly follow the herd. Fear will arise if over concern toward share price up/down daily fluctuation noise. Look on big picture business & sector growth !

Posted by LimKL1 > 2018-04-18 16:39 | Report Abuse

oh yeah

Posted by ivy88_ > 2018-04-18 16:44 | Report Abuse

Agreed. China petrochemical products consume of 49% of total global demand. If there is an major shortage, there will be a surge in demand. Some more middle east plants producers also have maintenance shutdown + China domestic plant shutdown as well, sure will trigger a massive global supply shortage especially on Q2'18 when more petrochemical guidance reports news share out.

Posted by enning22 > 2018-04-18 16:51 | Report Abuse

@ wei wong, don't listen to rumour.free fall is definately unlikely, with strong economy in US and Europe, globally, at a whole ;so that is not going to happen,Stock pricing based largely on strength of economy,not anything else.More sure not based on rumours.AS i look around ,but don't see any sign of forth coming reccession.SO I rather prefer to hold tight, tight.

Posted by Kpin Yeoh > 2018-04-18 17:08 | Report Abuse

This Kelvin every time he wrote something market sure to react.

Posted by SamuelLuke > 2018-04-19 08:32 | Report Abuse

沙特希望原油价格上涨至每桶80甚至100美元
腾讯证券2018-04-19 07:19:26
腾讯证券讯 据路透社报道，三位行业消息人士称，沙特阿拉伯将乐于看到原油价格升至每桶80甚至100美元。这一迹象表明，尽管欧佩克当初的石油减产协议现在已经几近成效，但利雅得并没有打算改变该协议。

欧佩克、俄罗斯和其他几个国家在2017年1月开始减少石油供应，试图消除石油的供应过剩。他们将协议延长至了2018年12月，并将于6月开会审议该协议的政策。

欧佩克正接近达成该协议的最初目标——将工业化国家的石油库存降至5年平均水平。然而，目前还没有迹象表明，沙特或其盟友希望削减供应的限制。

过去一年来，沙特阿拉伯已成为欧佩克成员国中该推动石油价格上涨措施的主要支持者，一改自其早些年较为温和的立场。伊朗曾经是一个价格鹰派的欧佩克国家，现在其比沙特阿拉伯更希望看到低油价。

行业消息人士认为，沙特阿拉伯对油价立场的转变是为了支持其国有石油公司沙特阿美石油公司的估值。沙特阿拉伯计划通过首次公开募股(IPO)出售该公司少数股权。

今年的石油供应减少，推动油价上涨至每桶73美元，为2014年11月以来的最高水平。2014年，油价从每桶100美元上方开始下跌，原因是来自美国的页岩油等竞争对手的供应不断增加，并席卷市场。每桶100美元是沙特阿拉伯在2012年所支持的价格。

但沙特希望这次油价上涨能更进一步。两位业内消息人士称，沙特高级官员近几周在内部简报中预计原油价格将上涨至每桶80美元或100美元。

“我们已经进入了一个完整的循环。”另一位业内高层表示解释了沙特想法的变化，“如果沙特阿拉伯想要油价达到100美元，我不会感到惊讶，除非沙特阿美的IPO暂停。”

一旦沙特阿美的股份出售完成，利雅得仍将希望获得更高的油价，以帮助为“愿景2030”等项目提供资金。该计划是由沙特王储穆罕默德-本-萨勒曼(Mohammed bin Salman)支持的经济改革计划。

一位欧佩克消息人士说：“沙特阿拉伯想要更高的石油价格，是的，很可能是为了进行沙特阿美的IPO，但并不仅仅是这样。看看他们想做的经济改革和项目，以及也门的战争。他们将如何支付这些费用呢？他们需要更高的油价。”

可以肯定的是，欧佩克和沙特阿拉伯没有官方的价格目标，并表示减产的目标是平衡供需平衡，减少库存过剩。

然而，有关可能价格水平的指引来是自于官员们的记录，以及与沙特官员讨论过这个问题的业内人士。

“我个人认为，现在每桶70美元是油价的下限。”另一位欧佩克消息人士表示，“但欧佩克不太可能在今年6月做出任何改变，或许会维持到今年年底。市场仍然需要支持。

吉达会谈

欧佩克及其合作伙伴将于6月22日开会审议减产政策，在那之前将于4月20日在沙特阿拉伯吉达召开部长级监测小组会议。

按照欧佩克的参数，该协议已经几近成效。今年2月，发达经济体的石油库存仅比最近5年的平均水平高出4300万桶，低于2017年1月的3.4亿桶。

由于南美国家的经济危机导致委内瑞拉的石油产量下滑，石油减产比预想的还要多。

根据欧佩克的说法，减产效果已经达到了150%，这意味着该组织的成员每天减产约180万桶，比承诺的数量多60万桶。

几乎没有石油输出国组织呼吁退出该战略。大多数官员都在谈论引入额外的库存指标来评估该策略是否成功，以及是否需要支持对新生产的投资以避免供应紧张。人们普遍认为油价还不够高，不足以刺激足够的石油投资。

阿拉伯联合酋长国能源部长Suhail al-Mazroui上周对路透表示：“我们将知道当市场处于平衡状态，且我们有足够的投资时，什么才算是好的价格。我们需要更多的投资。”

Mazroui和其他欧佩克官员说，联合部长级监测委员会的吉达会议不太可能改变评估该协议成功与否的指标，而且消息人士认为6月份发生重大调整的可能性很小。

“即使我们在6月之前下降到5年平均水平，也不意味着我们就会去打开龙头生产石油。”欧佩克的第三个消息人士表示。“我们必须进一步地测试。”（尔夫）

Posted by SamuelLuke > 2018-04-19 08:33 | Report Abuse

Keep buying at low!!!!

Posted by enning22 > 2018-04-19 09:16 | Report Abuse

current strong global demands has driven up oil price to 68 usd,and without any production cut, that is suggesting a strong global economy is in place.right or not?

Posted by SamuelLuke > 2018-04-19 09:26 | Report Abuse

enning22, that I agree.

Posted by SamuelLuke > 2018-04-19 09:29 | Report Abuse

Hahahaha.....

Posted by kennyyap1962 > 2018-04-19 10:37 | Report Abuse

There is no Fund mgr buying at present (No report)(Yeoh). Same problem as mention above. Big lot r blocking @rm6.30.buyer cannot push-up the Price otherwise already touch RM6.60/6.70. Sometime these few big lot speculator blocking.(posible IB is d problem?)

Posted by enning22 > 2018-04-19 10:47 | Report Abuse

they need to see forth-coming quarterly report to provide direction,for their investment portfolio decision making..

Posted by jordanmaggie61 > 2018-04-19 12:12 | Report Abuse

siure

Posted by cheoky > 2018-04-19 23:27 | Report Abuse

https://www.platts.com/latest-news/oil/singapore/asian-naphtha-physical-cracks-near-three-month-27962296

Don't panic. Naphtha is the feedstock. Low crack is between crude oil n naphtha. It is the regional shutdown that provide a good support to lctitan to wallop the vacuum supply during others shutdown. Tunggu apa lagi?

Posted by ialatif > 2018-04-20 08:59 | Report Abuse

phillips capital bought some at rm6.40 still holding for my personal management fund portfolio & still holding. If they sell u guys better sell it usually falls.

Posted by abcde12345 > 2018-04-20 12:02 | Report Abuse

good

Posted by Jessie Ng > 2018-04-20 15:51 | Report Abuse

lst on e

Posted by ratz > 2018-04-20 16:52 | Report Abuse

Next week AGM will be held in STYLE!! 1st Qtr results also soon!!

Posted by ratz > 2018-04-20 16:54 | Report Abuse

LIKE the Summary Report sent for AGM...

Posted by jordanmaggie61 > 2018-04-20 17:26 | Report Abuse

amazing

Posted by RainT > 2018-04-22 12:26 | Report Abuse

Puasa will affect share market ?

What a joke !

If you say election maybe la

Posted by hopper66 > 2018-04-23 09:50 | Report Abuse

Any rally for agm ? 1st agm , anyone going please share your experience ya .

Posted by kelvin_ik4u > 2018-04-23 11:30 | Report Abuse

I will be going this AGM tomorrow & ask mgmt. question related to LCTITAN's overall business outlook, plant & utilization progression, execution & how will their mgmt going to capitalize this golden opportunities since overall petrochemical big macro economic is beneficial to non-CHINA export especially for coming Q2 & 2H18 projection.

Hope will be an interesting evening communication btw mgmt vs investor share-knowledge session.

Posted by SamuelLuke > 2018-04-23 13:03 | Report Abuse

Kelvin bro please share the info in this forum, I can’t attend the AGM ... thanks for your help ya.

Posted by kelvin_ik4u > 2018-04-24 09:41 | Report Abuse

@Samuel, I will post the outcome AGM info share in this forum.
@1536195874, my email add: kelvin_ik4u@yahoo.com, feel free to post your questionnaire. I try to ask, don't know if I have the opportunity to ask several question. Hope you dont spam my email :)

Posted by Hock Wei Tan > 2018-04-24 13:32 | Report Abuse

Wow, agm and result coming soon . Stay tune. Powerful rocket

Posted by SamuelLuke > 2018-04-24 16:57 | Report Abuse

Sorry for the late reply bro kelvin. I believe everybody has the same question ...”Would LCTitan go up to Rm12” hahahaaha... I wish yes!!

Posted by cheoky > 2018-04-24 21:05 | Report Abuse

http://www.thesundaily.my/news/2018/04/24/lotte-chemical-not-seeing-margin-squeeze-despite%C2%A0rising-oil-prices

Posted by SamuelLuke > 2018-04-25 08:26 | Report Abuse

Hahaha thanks for sharing bro cheoky .... As long as the demand over supply, cost got up becos of crude oil, margin will also go up due to demand!! Fantastic! Left few days for Qtr grab the chance!

Posted by kelvin_ik4u > 2018-04-25 15:29 | Report Abuse

Guys, FYI.. LCTITAN coming 1Q18 Qtr result will be out this Monday 30th April.

Posted by cheoky > 2018-04-25 16:27 | Report Abuse

expectationn of q1?

Posted by kelvin_ik4u > 2018-04-25 17:36 | Report Abuse

Try to look into my blogspot share of what i learned in LCTITAN's AGM 2017. I'm trying to finish writing the remaining 6 items of what I learned in AGM. Stay tune!

https://klse.i3investor.com/blogs/lctitan_AGM2017/154974.jsp

I'm strongly believe from mgmt talk & their confidence level, its 1Q18 EPS result will hit near to 20sen or better. Let see this coming Monday to verify it.

Posted by SamuelLuke > 2018-04-25 20:03 | Report Abuse

Kelvin bro... you were saying LCtitan might worth 12.48 ?? I thought I was the one who gave the highest to RM12..... u are greedier than me... little bit .. but I like !!! Keep buying!!!

Posted by cheoky > 2018-04-25 21:25 | Report Abuse

Thx for your sharing Kelvin.

Posted by anonboy > 2018-04-26 09:03 | Report Abuse

Buy Kesm. Today it is likely to surge as Nasdaq 100 rallied after-hours

Posted by kelvin_ik4u > 2018-04-26 10:15 | Report Abuse

hi Guy, here are the full version of 8 thing I learned in LCTITAN's AGM 2017.

https://klse.i3investor.com/blogs/LCTITAN_2017AGM/155045.jsp

Happy Investing!

Posted by kelvin_ik4u > 2018-04-26 10:25 | Report Abuse

@Samuel, what i predict of TP RM12.48 can be achieveable if the whole petrochemical industry run short of supply, some more with uprising demand in China. Do not underestimate China government tighten environment rule policy, look for example of both Hartalega & Topglove, both glove makers make a superb profit return with higher PE value purely due to China factor of higher glove demand consumption (reason: China's local glove manufacturer force to close down or move out to other cities due to environment rule policy)

I do hope this petrochemical industry fate same as glove maker industry in coming next 6mth to 9mth. Only time can tell, we just patiently wait and let macro economic move in time.

Posted by Ricky Kiat > 2018-04-26 10:30 | Report Abuse

thanks kelvin. (^o^)

Posted by ivy88_ > 2018-04-26 11:02 | Report Abuse

Wow, good report with detail & comprehensive info. Thanks alot Kelvin :)

Posted by SamuelLuke > 2018-04-26 11:59 | Report Abuse

Bro kelvin thanks for your info and lesson I am happily appologize for underestimating LCtitan and china government tighten environmental rule.... let’s see LCtitan at Rm12.48 at mid 2018 or latest end of 2018... Sailang....guys!!!

Posted by ivy88_ > 2018-04-26 14:52 | Report Abuse

I suspect Lctitan share price temporary wouldnt exceed 6.50 till next Monday. Some operator is holding the mother share price from being appreciating big due to warrant LCTITAN-CG going to expired soon by this 30th Apr, exercise price RM6.50.

If coming 1Q18 Qtr expected result within 18sen to 20sen range, this stock sure fly high for great future potential growth throughout 2018.

Hope for the best coming next Monday result!