Posted by royong82 > 2021-07-28 14:56 | Report Abuse

strong resistance at 2.95, expected one round price push to accumulate enough ticket to break the 2.95.

Posted by Value888 > 2021-07-28 14:57 | Report Abuse

potential dividend soon

Posted by llrr77 > 2021-07-28 14:59 | Report Abuse

Ancom P/E 84,
Pchem P/E 25,
Hextar P/E 34,
Samchem P/E 7,
Luxchem P/E 12,
but Lctitan P/E only 6, it has been criminally undervalued..........

Posted by Lukesharewalker > 2021-07-28 15:06 | Report Abuse

Why all the selling? It should be worth at least 3.60, pe 10 for half year. Forward pe 5

Posted by llrr77 > 2021-07-28 15:08 | Report Abuse

Duummmb bursa retailers

Posted by paperplane > 2021-07-28 15:09 | Report Abuse

do bonus and high div enough

Posted by information > 2021-07-28 15:12 | Report Abuse

totally agreed

Posted by VincentTang > Jul 28, 2021 2:33 PM | Report Abuse

Please check polymer-naphtha spread now.... It have slump since June to below cost for ethylene and propylene, the two major polymer product of lctitan. Lctitan only able. To record profit in April and May, but will record loss from June onward. CAUTION

Posted by information > 2021-07-28 15:13 | Report Abuse

Posted by information > Jun 26, 2021 4:36 PM | Report Abuse X

asp drop 16% and naptha price had risen 15%, difficult to make profit

http://www.sunsirs.com/uk/prodetail-334.html

https://markets.businessinsider.com/commodities/naphthapreis

further, mandatory turnaround coming for 35 days:

https://www.argusmedia.com/en/news/2220041-se-asia-braces-for-heavy-3q-petchem-turnaround-season

Lotte Titan Pasir Gudang, Malaysia No.1 cracker 285 145 5 July, 35 days

Posted by information > 2021-07-28 15:13 | Report Abuse

Posted by information > Jun 26, 2021 9:53 PM | Report Abuse X

last quarter PAT margin of 18% will be easily wiped out by rising raw material price naphtha along with oil price

products are flooded in the market with rising production from china and depressing avg selling price

it will be difficult for LC Titan going forward with such high oil price (unlikely to come down)

Posted by Lukesharewalker > 2021-07-28 15:14 | Report Abuse

Even if eps falls to 10 cent forward pe 10 is 4.00

Posted by information > 2021-07-28 15:18 | Report Abuse

raw material cost had spiked more than 20% while ASP dip by 10%

where are you going to get the margin?

common sense

Posted by Lukesharewalker > 2021-07-28 15:26 | Report Abuse

2 of the products still enjoy growing ASP.....

Posted by enning22 > 2021-07-28 15:40 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3178678

Posted by titan3322 > 2021-07-28 15:44 | Report Abuse

Would be good if lctitan gives out dividend twice a year instead of one final dividend. The market will react favourbly if an interim dividend say 10 sen is declared

Posted by titan3322 > 2021-07-28 16:14 | Report Abuse

The 50% pay out is good but the frequency of pay out is not, most people will just wait till the date is nearer to buy so there won't be any fantastic upward movement of the price

Posted by VincentTang > 2021-07-28 16:18 | Report Abuse

Please check polymer-naphtha spread now.... It have slump since June to below cost for ethylene and propylene, the two major polymer product of lctitan. Lctitan only able. To record profit in April and May, but will record loss from June onward.
Prospect not good.
CAUTION

Posted by llrr77 > 2021-07-28 16:28 | Report Abuse

seriously i have no idea how to invest in Bursa la...., got trend, drop, QR good, drop, good news, up a bit, bad news, drop like hell, trash company, LU

Posted by Lukesharewalker > 2021-07-28 16:45 | Report Abuse

I too am amazed and confounded by the selling. Its not like they made a loss or going bankrupt

Posted by xcu843 > 2021-07-28 16:52 | Report Abuse

Good report

Posted by xcu843 > 2021-07-28 16:53 | Report Abuse

No worry. Tomorrow will bound back

Posted by xcu843 > 2021-07-28 16:53 | Report Abuse

Wait for analysis comment

Posted by xcu843 > 2021-07-28 16:53 | Report Abuse

Ppl comment here all are nonsense

Posted by papazola1920 > 2021-07-28 17:05 |

Post removed.Why?

Posted by Bgt 9963 > 2021-07-28 17:15 |

Post removed.Why?

Posted by Lukesharewalker > 2021-07-28 17:38 | Report Abuse

Clearly mentioned in press release that 2 of their products are now enjoying higher ASP and margins. Why the panic sell?

Posted by mangkal1 > 2021-07-28 17:51 | Report Abuse

Cats can fly if the comments here worth taking into consideration in your share investment decision.

Posted by Sky Liew > 2021-07-28 18:03 | Report Abuse

Contra kaki sell then will up lo

Posted by wallstreetrookie > 2021-07-28 18:38 | Report Abuse

Because fund managers hate retail investors and inverse their trades. Only way is hold and don't let them shake you out of your positions. The same shit happened with Hengyuan

Posted by James Ng > 2021-07-28 19:33 | Report Abuse

https://klse.i3investor.com/blogs/general/2021-07-28-story-h1568844887.jsp
[转贴] [Video:浅谈LOTTE CHEMICAL TITAN HOLDINGS BHD, LCTITAN, 5284] - James的股票投资James Share Investing

Posted by wallstreetrookie > 2021-07-28 20:00 | Report Abuse

The sharp decline in pre-closing is also partly caused by a drop in MSCI Malaysia Index due to the overall downward pressure on Chinese stocks and other emerging market indices. TTNP:MK

Posted by llrr77 > 2021-07-28 23:06 | Report Abuse

https://www.icis.com/asian-chemical-connections/2021/06/global-polyethylene-demand-boom-likely-increasing-the-sustainability-challenge/

Posted by llrr77 > 2021-07-28 23:07 | Report Abuse

https://www.icis.com/asian-chemical-connections/2021/02/global-pp-demand-to-remain-resilient-in-2021-even-if-we-fail-to-control-the-pandemic/

Posted by Lukesharewalker > 2021-07-29 08:12 | Report Abuse

Newspapers seems to give a bad view of their sterling profits. Anyway forward pe of 5 compared with Petronas chemicals of 20 plus, still largely undervalued

Posted by Bgt 9963 > 2021-07-29 08:43 |

Post removed.Why?

Posted by Lukesharewalker > 2021-07-29 09:10 | Report Abuse

1H eps 36 cents and people are selling....strange

Posted by enning22 > 2021-07-29 09:44 | Report Abuse

record high covid number 17k plus *as reported ,is alarming,provides negtive sentiment

Posted by Lukesharewalker > 2021-07-29 10:04 | Report Abuse

Think we have to wait a few days. Pdts are making a quick buck shorting the shares......

Posted by Lukesharewalker > 2021-07-29 10:08 | Report Abuse

Newspapers seems intentionally prejudice and it looked organised

Posted by Sky Liew > 2021-07-29 10:59 | Report Abuse

Add jo
Gogog 273

Posted by smoking > 2021-07-29 10:59 | Report Abuse

Let traders sell 1st

Posted by Sky Liew > 2021-07-29 11:06 | Report Abuse

Two q already 36 sen eps. If anoth r q less 12+12
Also got 60 sen
Dividend policy 50% got 30 sen lo

Posted by Sky Liew > 2021-07-29 11:08 | Report Abuse

I wait dividend heihi
If board can give bonus issue warrant increased spread public more good

Posted by papazola1920 > 2021-07-29 11:23 | Report Abuse

Bila nak jatuh 2.6 ni..aku nak topup lagi...cpt2

Posted by Lukesharewalker > 2021-07-29 12:03 | Report Abuse

Operator killing the traders. Tomorrow can buy at 2.60 lah....

Posted by Lukesharewalker > 2021-07-29 12:38 | Report Abuse

Don't understand
Eps 36 cents
6 billion cash
No debt
Pe low
People are still selling....

Posted by petnch2020 > 2021-07-29 13:08 | Report Abuse

I see this selling as an opportunity to add some more position into the company.
Valuation is really undemanding based on most market metrics (PE, PB, EV/EBITDA etc).
The current price provides shareholders with ample margin of safety. Net cash position alone is already RM2.18 per share. Excluding cash, the market is valuing the business at only 55 sens per share. Ridiculously low in my opinion.

Posted by onionchong > 2021-07-29 13:24 | Report Abuse

Will drop for a few days. Enter below 2.50

Posted by Fabien _the efficient capital allocator > 2021-07-29 13:48 | Report Abuse

Great value if drop further

Market cap 6.3bil vs Net Current Asset 6.5bil

LCT is valued below its liquidation value

Posted by titan3322 > 2021-07-29 15:10 | Report Abuse

Haha lotte korea up 200 won kat sana hari up kat sini hari2 lousai apa macam lu kata ni ade betul ka ?

Posted by Lukesharewalker > 2021-07-29 15:17 | Report Abuse

Top up tomorrow's