Posted by WarrenBuffalo > 2018-01-04 13:45 | Report Abuse

No any analyst mention that LCTITAN have 2 investment in US Shale Gas Project? which will commence in second half of 2019 and expect to produce ethylene by 1000K TA and 700K TA of MEG derivatives? seems like this company not showing its value with the price right now.

Posted by longtermvaluegain > 2018-01-04 21:46 | Report Abuse

《乐天大腾亮路点燃》
https://i3investor.wordpress.com/2018/01/04/lctitan%e4%b9%90%e5%a4%a9%e5%a4%a7%e8%85%be%e4%ba%ae%e8%b7%af%e7%82%b9%e7%87%83/

Posted by Williamtaychunkit > 2018-01-05 17:51 | Report Abuse

These few days beli secara senyap-senyap.....

Posted by stockintalk > 2018-01-06 14:22 | Report Abuse

https://www.google.com/amp/www.enanyang.my/news/20170926/乐天大腾化学br-火患不影响净利/amp/

Posted by stockintalk > 2018-01-06 14:27 | Report Abuse

LCTITAN 赚rm230 mil in 3rd Report.
I expect in coming 4th Fy2017， 乐天大腾有本事写下进rm270 mil-320 mil盈利左右.

Posted by longtermvaluegain > 2018-01-06 19:24 | Report Abuse

《LCTITAN-2017财年每股盈利EPS修订版》
https://i3investor.wordpress.com/2018/01/06/%e3%80%8alctitan-2017%e8%b4%a2%e5%b9%b4%e6%af%8f%e8%82%a1%e7%9b%88%e5%88%a9eps%e4%bf%ae%e8%ae%a2%e7%89%88%e3%80%8b/

Posted by asturay > 2018-01-06 22:04 | Report Abuse

Lct-cc hangus.underlying.never play macqry wrrant.

Posted by stockintalk > 2018-01-07 12:41 | Report Abuse

没有人强迫你买warrant的。

Posted by christophertopher > 2018-01-07 13:49 | Report Abuse

Hi, shareholders of LCTITAN:

LCTITAN's share price took a hit after a minor fire outbreak at its TE3 project site last month, and then a stop-work order by the Department of Environment (DoE) on one of its reactors at in Pasir Gudang.

The company later said the fire incident had a minor and contained impact on its operations.
On Oct 1, the TE3 project site received a stop-work order following “odour emission and surface oil sheen discharge” from its project site into a waste water treatment plant, which was then lifted on Oct 6.

Net profit of LCTITAN for the Second Quarter Ended JUNE 30 plunged 72% to RM113.6mil after a water disruption incident in April 2017, and on Thursday, LCTITAN announced its results for the Third Quarter, which saw net profit slide 33.9% to RM230.3mil.
（原来发现这起意外才导致LCTITAN的第二业绩盈利退步72% 至RM113.6 mil。这也是表示如果没有发生意外，LCTITAN在第二业绩是不会退步到72%的。之后LCTITAN在第三业绩成功录取rm230.3
mil 盈利，这也比起在意外之前的盈利大大提升了许多。）

The petrochemical player cited an average lower utilisation rate of 77% compared to 92% a year ago as among the primary reasons for the fall in profit, caused by a statutory routine turnaround for its Cracker 1 plant in Malaysia.

While LCTITAN’s Net Profit for the Third Quarter was an improvement from the previous quarter, LCTITAN seems to be in dire need for some good news to boost sentiment.

At its current share price, LOTTE CHEMICAL IS STILL THE CHEAPEST ASIAN PETROCHEMICAL STOCK, AND OFFERS RESPECTABLE DIVIDEND YIELDS, Maybank Investment Bank Research pointed out in a recent report.

Lotte Chemical, with its policy of paying out 50% of its profits, remains an Attractive Option for investors, regardless of its series of unfortunate events of late, the research house added.
Dividend Attraction.

Looking at its most recent financial results, it is notable that the company’s Earnings Per Share (EPS) for the First Nine Months of Financial Year of 2017 stands at 36.29 cent.

Lotte Chemical reported an EPS of 10.42 sen for its recent Third Quarter.
Assuming it maintains this EPS performance in its coming fourth quarter, this would bring the full year EPS to 46.71 sen.

Applying this EPS of 46.71 sen to Lotte Chemical’s 50% dividend policy, this translates to a dividend per share of 23.35 sen.

And this is just based on an Assumption of 10.42 cent of EPS for the Final Quarter, although the company as well as Analysts are Forecasting a STRONGER FOURTH QUARTER.

Lotte Chemical remains a Good Pick in terms of its valuations,” an analyst explains.
Aside from this, it is also notable that the company has an impressive RM3.6bil in cash and zero debt.

Moving forward, LCTITAN has indicated a STRONGER FINAL QUARTER, with NO MORE scheduled shutdowns of its plants, which means utilisation rates and output will recover. Also, its new TE3 plant is expected to begin commissioning during this period.

The TE3 project is Lotte Chemical’s KBR catalytic olefins technology catalytic cracking reactor that will be attached to its existing second naphtha cracker plant in Pasir Gudang.

LCTITAN says its results for the full year will be primarily affected by three factors - the demand and supply balance of petrochemical products; its ability to maximise production outputs and operational efficiency; and feedstock prices, which are correlated to crude oil prices.

LCTITAN expect that production output in 4th Qr. 2017 to be higher compared to 3rd Qr. in view of NO MAJOR PLANNED PLANT SHUT DOWN and THE EXPECTED COMMISSIONING of LCTITAN NEW TE3 PLANT in 4th Qr. 2017.

LCTITAN is expects our performance for the financial year ending 31 December 2017 to be positive.

1) INTEGRATED PETROCHEMICAL FACILITY
Currently conducting the Front End Engineering Design (FEED) study for the project to
determine, among others, the conceptual design and a more detailed breakdown of the
costs to be incurred and procurement of approvals and licences. The project is expected to
be completed on schedule.

2) TE3 PROJECT
The project have achieved 100% mechanical completion and expected for commercial operation in 4th Qr. of 2017.

3) PP3 PROJECT
The expected commercial operation of the project is in SECOND HALF of 2018.

Posted by Williamtaychunkit > 2018-01-07 15:23 | Report Abuse

The incident of LCTITAN happened on APRIL 2017 before LCTITAN listed in Bursa.

And we knew that LCTITAN was listed on 11 JULY 2017 at IPO price of RM6.50.

LCTITAN's Second Qt. Report FY2017 was announced on 31 JULY, 2017 with Net Profit RM113.6 mil.

The Third Qr．Report of RM230.3 mil Net Profit announced on 26 OCTOBER 2017.

That is sure Second Qr. Profit less than Third Qr. Earning because of the Incident on APRIL 2017.
If We take the Net Profit in Second Qr. to Compared with the Third Qr. Net Profit, What We realized is that The Net Profit had increased 102.7%.
RM230.3 mil minus RM113.6 mil = RM116.7 mil or 102.7%!!

Let's take a while to view in coming Fourth Qr. Earning of LCTITAN. Wth NO MORE scheduled shutdowns of its plants, which means utilisation rates and output will recover. Also, its new TE3 plant is expected to begin commissioning during this period.
1. INTEGRATED PETROCHEMICAL FACILITY is expected to be completed on schedule.
2. TE3 PROJECT achieved 100% mechanical completion and expected for commercial operation in 4th Qr. of 2017.
3. And also The PP3 PROJECT is expected commercial operation of the project is in SECOND HALF of 2018.
全部回到轨道。
Net Profit in Fourth Qr. Report of LCTITAN surely Stronger than Third Qr. Report.
ＬＣＴＩＴＡＮ在第四季报里可交出亮眼成绩。除此之外，集团也有可能派发股息。

Posted by Williamtaychunkit > 2018-01-07 15:26 | Report Abuse

在公布ＦＯＵＲＴＨ　ＱＲ．　期间，说不定股价在短期内飘升/重回ＲＭ6.50 or above.

Posted by Wei Wong > 2018-01-08 10:28 | Report Abuse

If they give dividen people will be intersted
Or news of this year got dividen anot
No news but up look like is not good wor

Posted by stockintalk > 2018-01-08 10:36 | Report Abuse

别等到rm6.50才来买。

Posted by stockintalk > 2018-01-08 11:06 | Report Abuse

Dividen 50% of Net Earning Fy2017.

Posted by stockintalk > 2018-01-08 11:07 | Report Abuse

Mean if EPS 46 cent, 50% is 23 cent dividen for Fy2017.

Posted by stockintalk > 2018-01-08 11:13 | Report Abuse

I like LCTITAN STRONG FUNDAMENTAL ANALYSIS.

Posted by Thelastone > 2018-01-08 15:33 | Report Abuse

High dividend payment annually will be one important factor that institutional and mutual funds esp income section will consider for long term investment

Posted by stockintalk > 2018-01-08 17:37 | Report Abuse

LCTITAN will announce Fourth Quarter Report Fy2017.

Posted by stockintalk > 2018-01-08 17:39 | Report Abuse

很多时候基金会选择在业绩出炉后才买入，很奇怪的，也许他们的基金龙大吧。
我们小Milan bilis 不一样，bought before announcement of qr.report.

Posted by stockintalk > 2018-01-08 17:42 | Report Abuse

因为基金握着别人的钱through Unit Trust.
Fund Managers is pay by institutions like Maybank, PB, Cimb, Rhbbank etc.
They are receiving salary from bank. AND that why some of them willing to see good report then only they will buy in.

Posted by stockintalk > 2018-01-08 17:44 | Report Abuse

Milan*ikan

Posted by wenlijianqinyun79 > 2018-01-08 21:33 | Report Abuse

LCTITAN FY2017(F) EPS : 52.5 cent.
FY2018 (F) EPS : 68.5 cent.
FY2019 (F) EPS : 71.5 cent.

PE: 15x
Fy2017: TP rm7.88
Fy2018: TP rm10.28
Fy2019 : TP rm10.73

Posted by wenlijianqinyun79 > 2018-01-08 21:33 | Report Abuse

No need to pay dividen also can up, LCTITAN.

Posted by wenlijianqinyun79 > 2018-01-08 21:34 | Report Abuse

更何况LCTITAN会派发50% of accumulated EPS。

Posted by boon1515 > 2018-01-08 21:38 | Report Abuse

onboard today =D

Posted by Yeowc Yeowc > 2018-01-09 00:21 | Report Abuse

Should worth like PetChem RM8.15 since both have about the same EPS

Posted by Yeowc Yeowc > 2018-01-09 08:04 | Report Abuse

They committed to pay out 50% as div. Will be a good yield counter and subsequently share price will be pushed up after covered by analysts

Posted by stockintalk > 2018-01-09 19:55 | Report Abuse

Fy2017 Second qr NET Earning rm113.6 mil .
Third qr NET Earning rm230.3 mil (这期间还是没有完全恢复所以生产能力）
我们拿second and third earning 作为比较的话，发现第三季报已经涨整整102%.

是想回这COMING Fourth Qr Earning ，我们很保守估计Fourth and the Third earning 只是涨区区的50%就，那么我们可以预料这来临的第四业绩盈利是
Rm345.45 mil.
这相等于Fourth Qr每股盈利(EPS) : 14.97 cent.
(rm345.45 mil / 2.308 billion shares=14.97 cent)
首九个月EPS :36.29 cent.
温和估计LCTITAN Fy2017 EPS 51.26 cent.

Posted by Fabien Extraordinaire > 2018-01-09 19:58 | Report Abuse

when share price up, so many "sifus" justifying the company prospect

where were u guys during the downtrend?

Posted by wenlijianqinyun79 > 2018-01-09 20:52 | Report Abuse

2018确实是LCTITAN表现年。

Posted by Lau333 > 2018-01-09 22:17 | Report Abuse

A cautionary note. In Q4 2017, feedstock Naphtha price rose in tandem with oil. However, products ASP (primarily PE & PP) price lagged behind, resulting in the margin squeeze. Q4 result could be disappointment to those who expect a stellar performance. Products ASP price rate increase are unlikely to match the pace of oil/naphtha as long as natural gas (alternate feedstock) remains relatively stable. My 2 sen worth.

Posted by stockintalk > 2018-01-10 05:51 | Report Abuse

We will see when Qr.4 of LCTITAN.
吃不到的葡萄是酸的。

Posted by wenlijianqinyun79 > 2018-01-10 07:06 | Report Abuse

A cautionary note. In Q4 2017, feedstock Naphtha price rose in tandem with oil. However, products ASP (primarily PE & PP) price lagged behind, resulting in the margin squeeze. Q4 result could be disappointment to those who expect a stellar performance. Products ASP price rate increase are unlikely to match the pace of oil/naphtha as long as natural gas (alternate feedstock) remains relatively stable. My 2 sen worth.
From. Ah Lau333.

在还没公布第三业绩期间，已经发生以上您所表示的事情了。
第二业绩都一样已经开始发生像您所说的。
我们假设看待着一样的情况，with NO MORE scheduled shutdowns of its plants, which means utilisation rates and output will recover. Also, its new TE3 plant is expected to begin commissioning during this period.
第四业绩极大可能表现最佳。有时我们读Qr. Report , 我们要懂得拿来做比较，
意思是说，第二与第三作为比较，第三与第四作为比较。这样一来，我们就可知道他的trend 走势。
公司扩张业务进展等等。

My 1 cent worth.

Posted by longtermvaluegain > 2018-01-10 08:25 | Report Abuse

IT JUST SIMILIAR WITH PRIMARY SCH PUPILS AND UNIVERSITY STUDENT.
PRIMARY PUPILS CAN STUDY WELL, READ WELL TOO.
BUT UNIVERSITY STUDENT, CAN STUDY , CAN DO RESEARCH, KNOW WELL TO COMPARE AND DO FORECAST CALCULATION.

Posted by ITreeinvestor > 2018-01-10 10:23 | Report Abuse

Oil rise is a big impact for lctitan. Run

Posted by Williamtaychunkit > 2018-01-10 10:32 | Report Abuse

Ya, run.
Run up to rm6.50

Posted by Williamtaychunkit > 2018-01-10 10:34 | Report Abuse

https://klse.i3investor.com/m/blog/kianweiaritcles/142875.jsp

Posted by ITreeinvestor > 2018-01-10 11:16 | Report Abuse

2018年剩下最大的隐忧就是油价不断走高。Prospect里说到Feedstock price 跟原油价格息息相关，所以有关注的朋友要格外注意。

Posted by stockintalk > 2018-01-10 11:34 | Report Abuse

产量增加& 马币专强已经可刺激盈利，还担心油价走高吗?
有多高喔，Usd 120-usd200 吗。

Posted by Investeye > 2018-01-10 11:40 | Report Abuse

If foreign fund continue to flow in... it is worth to look at since it is much lower than Ipo price!

Posted by stockintalk > 2018-01-10 11:50 | Report Abuse

我们要回分辨一些人是来玩弄情绪的。

Posted by Thelastone > 2018-01-10 12:00 | Report Abuse

Really need to see the percentage increase in ethylene price compared to the percentage increase in Rm compared to USD in the same period.

Posted by stockintalk > 2018-01-10 12:31 | Report Abuse

怎样都好，第四季99.9%胜过第三季报盈利。随便涨20%-50%,
EPS of Fourth Qr. 都很不错。
集团还是50%派息政策啊。
别忘了第三季报公布的期间，LCTITAN是在那个时候度过不如意的阶段喔。

Posted by Thelastone > 2018-01-10 12:54 | Report Abuse

That’s true with the 4thQ capacity utilization near 90-100% for all plants,definitely a jump in revenue,profit and profit margin

Posted by stockintalk > 2018-01-10 13:42 | Report Abuse

http://www.enanyang.my/news/20180110/油盟不希望油价升至60美元上方/

Posted by kentwoon > 2018-01-10 14:21 | Report Abuse

Who know qr results out ?

Posted by kentwoon > 2018-01-10 14:22 | Report Abuse

When qr results, January or February?

Posted by ITreeinvestor > 2018-01-10 14:40 | Report Abuse

Lotte Chemical Titan Holding cut to Neutral at JPMorgan

https://www.klsescreener.com/v2/news/view/328609/lotte-chemical-titan-holding-cut-to-neutral-at-jpmorgan

Posted by ITreeinvestor > 2018-01-10 14:41 | Report Abuse

JPMorgan downgrade LCtitan from Overweight to HOLD

Posted by Thelastone > 2018-01-10 15:29 | Report Abuse

What the analyst says one can only believe 50% of the It as the other 50% of times they are often wrong