Tze Kang Len's comment on PCHEM. All Comments

Tze Kang Len
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Gas price going up, not good for Pchem, as that is their raw material.
yutaka tong
increase selling price. simple solution
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Tze Kang Len
It's supply demand environment. Not monopoly
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Daniel Liaw
usually big downstream businesses sign long term feed stock agreement which provide price predictability over a long term. Just like how pmetal sign long term fix electricity price from SEB. Also, they have a big brother at Bintulu MLNG there.
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Kim Jun
pchem raw mate from petronas isn’t?
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Daniel Liaw
what a great quarter !!
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ICEPS UITM
Not moving much, may be near ex date only start to shoot up.

but the share price spike in Sep 21 actually align with the sudden spike in urea price.
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KokNeang Chan
gas price rise is nothing to do with pchem, but oil price yes. eventhough oil price rise in last qtr, the result showed they r able to manage it with higher profit
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