Foundamental business model and prospect must solid, all the one off incident just temparary impact, just like airlines company when plane clash share price drop, same to gloves counter dump when factory get fire, later raise back to foundamental rating. Crisis versus opportunity. History versus future
In stock research , only 1-2% peoples able to research stock growth deeply. 98%-99% ppls to be a readers and speak up what he / she feel syok statement or comments.
Saya cuma berharap LCTITAN dapat mencatat RM250 mil - RM260 mil keuntungan selepas cukai pada 4th Quarter FY2017 ini. Kalaulah LCTITAN dapat mencatat RM280 mil-RM300 mil , Ini akan memeranjatkan hatiku!!!! Kalaulah LCTITAN berjaya mendapat keuntungan selepas cukai sebanyak RM350 mil, Aku rasa Aku akan terkena serangan jantung.
The Naphta price increased from averaged USD 455 in 3q17 to USD 550 in 4q17-an increased of abt 20% in the cost Of feed stock. This is balanced by RM strengthened from 4.25 to 4.15 for 1USD during same period which was about 3%.Also another positive factor was the plant utilization rate increased from 77% in 3q17 to hopefully 90% in 4q17 an increase of about 17%. From the above rough estimation the increased in cost was being mitigated by strengthening of Rm vs USD and increased in plant utilization and increase in production. So hopefully there was further increase in overall operational efficiency and positive half month production contribution from TE3 plant. So I do expect 4q17 PAT will be slightly more than the 3q17 rm230m.
The best positive development will be the reversal of crude oil price from up to downtrend.Most overseas hedge funds currently are betting long on the uptrend so this make us in Lctitan contrarian investors
3) Feedstock prices which is correlated to crude oil prices. How about Naphtha price increase since October (Q3)? Can it be passed on to customers in 3 months time?
Other than as disclosed in Note A7, the Directors have recommended a first and final single tier dividend of 23.0 sen per share for the financial year ended 31 December 2017 (6.95 sen per share for financial year ended 31 December 2016) to shareholders subject to shareholders’ approval at the forthcoming Annual General Meeting, payable on a date to be announced later.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
wenlijianqinyun79
595 posts
Posted by wenlijianqinyun79 > 2018-01-27 17:31 | Report Abuse
对该股有兴趣的人才会在这forum 发表正面和负面的。
羊毛长在羊身上。
LCTITAN listing 的时期IPO of rm6.50, 后发生种种的事情在他估计在外的
(2017年七月:首先,火患。第二被令关闭工厂事故,这两件事导致投资者失去信心之前.所以它的第二业绩最不理想。之后,第三业绩大比第二业绩盈利进步。可是第三业绩期间,关闭工厂事件还未解决。第三业绩后集团已透露第四业绩不会受关闭工厂影响,主要因为第三业绩后的期间已经获得解决了,)
假设不是这两件事情发生在LCTITAN 身上,您认为有这么好买卖吗在below Ipo price of RM6.50.
我认为绝对没有这样的机会。