Celeste chan's comment on LCTITAN

Tony Lim

Raymond Fah ~ lctitan sold its asset for 320M , next QR no any worry la

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CBL

Tony, any idea y he sold his asset? if he want to reduce the production size, then the future share price will affect lo

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Raymond Fah

我看好的是印尼的市场。

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Tony Lim

CB L , why you no study ?? they bought many oversea assets to expand business , and now its price goods , sure sell and get prodit , they dont lack of assets or sold asset wont affect or its normal operation or projects and so on , rental income of 70m each qr , and 320m sold asset profits , next QR expect another 10% dividend = ,

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CBL

haha, I am just new to this company ma. thks for the info Tony.

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Warren B

y sell asset if ur company in good cash position?hmm...something is not right. think about that

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cheah see how

If you have cash also, then your share in hand profit damn good, you sell your share or not?

5 Like · 3 years · translate

Tony Lim

i just know , this company have around 5 billions cash next qr , and debt only around 30m , and each year keep making 600m to 1.5 billions net profit .. ~

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Warren B

coming net profit will be dropping due to higher oil n energy price. less than 300 mil per anum. the share price will drop below 1

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Tony Lim

total market cap 5billions at current 2.18 price , total cash around 5 billions , worry free =

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Warren B

price movement base on company yearly profit. gg..

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Tony Lim

hahaha, you sure bo ? if based on yearly profit , = now price should Rm4.50 , seem like you know nothing on fair value price .

1 Like · 3 years · translate

陈盈谚

why still low share price

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Warren B

Because future profit getting low

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Tony Lim

do you know lctitan is producing what ?? this industry will more and more importance at future ..

2 Like · 3 years · translate

Celeste chan

price low for waiting you to on board,later departure. need stay on sky aly

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Henryz Siew

we hold tide ya,all must stick together

5 Like · 3 years · translate

Kenny Tan

ok. agreed
hold tight all.
I m still holding.
strong cash flow and almost zero debt company

1 Like · 3 years · translate

Raymond Fah

当原油起，成品起。
当原油跌，成品没跌。
开厂家的就是要这样不是吗？

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Xyhers Skai

5B free cash flow & 5B market cap, can buyback whole pub shares to delist alr. Have faith in it.

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yf fou

股息还没到账就想着6⃣️月的股息会不会很贪啊！

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Ken Neo

nta RM5? am i looking wrong info?

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Warren B

Dividend trap, becareful...

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B Jack

what do you mean by dividend trap? mind to elaborate?

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Gogo UP

means he dont know what is paying dividend hahahahah

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Raymond Fah

mcement 都两块七了!

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Tony Lim

hahaha , all ppl laughing this warren B , dividend is benefit , not trap , earning power can lead share price up again .

3 Like · 3 years · translate

Warren B

The profit will reduce next qr onwards. The share price will slowly follow the profit to decline. Mark my words

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Celeste chan

still holding and average down
believe in this industry and company.

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yutaka tong

make it simple...oil up titan down....oil down titan up

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ALEX YEEWEI

I holding this stock for almost 5 years... every year new low ?

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Celeste chan

until now earn dividend,lose share price,break even…meaningless.still better than a loss。haiz

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Warren B

Hahahahahah

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Raymond Fah

现在不喝酒人自醉 !
这就是投资的最高技术，省了酒钱。

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Celeste chan

还是看不到路…..大家如何操作

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Iam Marcusa

这个股一波流，下一波不懂几时来。

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Tony Lim

如何操作？当然如果有低就进更多啊。最多不是等 1-3 年，没什么好担心的

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Ken New

再便宜…有钱就买就对了…相信美好的一天会到来

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Ghost Mike

不懂lctitan 的生意模式就慢慢买，收个寂寞回来

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Tony Lim

你是说上市以来，每年赚3-7 亿， dividend 给多多，Cash on hand 多多的生意模式？

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Ghost Mike

Hi Tony,

看这些太浅了。我一就不买，一就重仓。LCTITAN 我是曾经重仓也赚过钱的。

i) 你懂上市前, 疫情时，和现在的margin spread 是差多大吗? Margin spread 是赚幅的意思
ii) 你懂现在naphtha 成本有多高吗? 你懂他们跟谁进口这些原料吗? 你懂成本价多快reflect 进去realized gain/loss 吗?
iii) 你懂他的现金有多少% 是unutilized IPO Proceed 吗? 你懂它们拖了最大的expansion plan 长达5年了吗?
iv) 你懂他们本地/外国的竞争对手吗? 你又懂不懂其中一个对手将大幅度增产?

无论短期或长期，这股都毫无亮点。真要买的话只有在2020 三月那次super discount 可以值得进场。可是坦白说真的那情况来了，比lctitan 有吸引的股多的是

6 Like · 3 years · translate

Raymond Fah

是咯 ! Tony 你不会马后炮如何赚钱。

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Henryz Siew

why talk like this company so shit?

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Ghost Mike

看来这里没人可以做深度讨论。冒个泡而已，不打扰你们发达。

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Tony Lim

哈哈，你以为lctitan 是小公司吗？他们国外也有公司也有厂也有上市。先做功课吧。ghost mike 你本来就是来乱的。 NTA 5.5 ,cash on hand 4.25B 的公司，几乎没什么debt, 每年可以维持赚2-7 亿的公司，你懂你说什么？ div 愿意给，这么老实的公司，你可以说什么？你说就可以，别人说你就生气？什么天理。

1 Like · 3 years · translate

Ken New

Haaaaaa………和气生财

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Raymond Fah

没错 ! 印尼厂是不够钱。
但是好好做下去，还是看到路吧 !

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Ken New

Good news or bad news

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Raymond Fah

那是几年前的事，后来韩国母公司进入，加上卖出中国房产的钱，应该够吧 !
印尼3个亿的人口，肥肉也 !

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yf fou

-1 -1 -1百股一直压下去完全操控的，还不知道压到什么价位呢！

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Raymond Fah

Dv 去到 20.42
神股。

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Gerald Bong

Yes. High dividend payout ratio. Strong defensive counter it has become

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Ghost Mike

@tony lim @raymond fah , 看到这业绩开心吗? 好心提醒你们还在哪里aji ajo

1 Like · 3 years · translate

Steven Gan

hollan MooooooN!!!明天有便宜票了

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Raymond Fah

无语了。。。
躲起来擦干眼泪先。。。

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Bryan Teng

这个不行啦！怎么可能就亏了！哭死

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Ghost Mike

@tony lim 这是明显的周期股。也是佩服你，连margin spread 是什么都搞不懂就来投LCTITAN。50% dividend payout policy 在招股书时都写明了，去年有赚到的话当然是要派出来。

我不像外面的大师需要给学生脸。喜欢就听不喜欢就算

4 Like · 3 years · translate

Ken New

算了吧…赚钱亏钱也是自己的钱…你有你讲他有他讲…有时候真的是鸡和鸭讲…lol

1 Like · 3 years · translate

Kai

油价高嘛，你认为油怎样影响它。加上人手通货膨胀哦，成本高好多。

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Raymond Fah

没钱赚就起价，最后也是我们人民买单。

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tan vincent

加注了， 42亿cash , asset 有 50亿，未来每年还会赚4-6 亿，董事舍得给 div , 没担心。

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Bryan Teng

跌了很多！大市开始好了！它却亏着钱！没有很看好的外资公司！！

1 Like · 3 years · translate

Raymond Fah

大市好?
门市很静呢!
上个月进的货，眼看是要到年底才清完。

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tan vincent

哈哈大市怎么会好，做生意的都知道。估计等1年才会好转。这公司除了 MCO , 都一直赚钱， management , 和 director 都很好，这次也是特殊状况，等好结果。

1 Like · 3 years · translate

Teh C Peng

未来印尼厂产能可以纳入前，看起来也就这样了，现在生意有成长也架不住成本高涨，看起来短期没看头，要不守住要不止损，接下来如果继续亏损的话也没啥股息拿了

1 Like · 3 years · translate

tan vincent

NTA 5.5 , Net cash at hand 4.2B , Total NTA worth 10B , total share capital 4.3B , 收长期会亏吗？ 5 年里给了 RM1 的 div，这价格不太会跌哪里去了，很多人在等着再买。

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yutaka tong

fundamental is ok...only concern on upcoming profit since raw cost is too high to get profit....just wait for next qr...

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tan vincent

yes , may be another 1-2 qr . but 1 year later ?? whole world keep promote EV car , and petrol car productions will drop 90% in near future , even plane consider others source , and solar power , after the Russian war end ( should be this few months) oil price will drop futher . this counter is dividend gain counter , can put long term , worry feel .

1 Like · 3 years · translate

yutaka tong

oil price still at high price cost of raw materials is too high to make profit....better stay away first....if next qr another big loss , price can tumble very low

1 Like · 3 years · translate

ALEX YONG

temporarily setback for lower dividend but with high cashflow for long term.

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Raymond Fah

原油价不容易跌，中国都去俄罗斯买了。
美国只好高价卖给 EU , 赚点鸡饭钱。

1 Like · 3 years · translate

tan vincent

我们都知道这个是keep long term 的， 2.5以下买的基本就放着罢了。没必要在乎短期的变动。

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Ken New

tan vincent~我真是认同你的说法，投资或是投机是两回事，好的公司是不怕收来投资的，股票的价位是买不到最底也卖不到最高的价钱

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Bryan Teng

现在是52周新低了！要入场就快了

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yutaka tong

no dividend given...give time for people to sell off...not in hurry...it takes months to stabilise

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Tai Eng Keat

21/3 向下跳空缺口222价格今天又向下跳空缺口已经是大势已去有新低就能再创新低希望不要阴跌天天跌因为它刹人不见血之前的5347及8664是个经典例子

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Bryan Teng

所以还是止血的好了！换！绕道而行

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ALEX YEEWEI

better wait until oil price drop back to 90

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Ong Boon Seong

Tai Eng Keat 21/3也算向下跳空吗？

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Kelvin Ko

臨時會一直下跌的情況。

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Ghost Mike

如无意外，Q3也是亏的。

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Raymond Fah

拜灯死死要油价在一百以上 !
要不然美国佬吃什么 !

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Bryan Teng

那样肯定成本高了如果没有起价就是自己亏了

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Raymond Fah

起了。
plastic 上个月起了10%

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Tai Eng Keat

os 21/3和13/6皆是向下跳空缺口持有股票者先知先觉止血吧！卖了以更低价格买回一江春水向东流会跌得多深無法想象不止损会亏得更多

2 Like · 3 years · translate

Ghost Mike

PE/PP Resin 没起到，每个月都跌。brent crude 反而起了。Q2 naphtha 成本不会便宜，forex gain可能cover 一点点。可是总体来看应该还会是亏的。除非它们做些一次性的盈利进来

1 Like · 3 years · translate

Raymond Fah

没起就没起咯!
plastic 还大减价叻 !
Brent 是 103 ++

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Raymond Fah

马来西亚自己定价 109 ++

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Ghost Mike

Lctitan 又不是卖plastic. 它们大约80% revenue 来自PP/PE resin, 其余来自olefin & derivative.

现阶段Downstream maker如lctitan 肯定gg 的了. 抓着这票的就玩玩过山车咯。不过周期股怎样都会回来的，肯定比钢铁那些块

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yutaka tong

only can consider when qr turn profit....

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Ghost Mike

Hi Yutaka, not only turn profit. But polymer spread getting wider then only could consider.

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yutaka tong

no need see now until next qr

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Celeste chan

still holding, lose 30%, averaging.no road no eye see

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Raymond Fah

market very badly now .

2 Like · 3 years · translate

Celeste chan

Coming home or going rome?

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Ken New

Win…happy,lose…cry~lol

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teikchye kee

hahaha...don't laugh me die...hahaha

1 Like · 2 years · translate

Celeste chan

Investment have earning have losing..What so funny? Senior

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Malaysian Malaysia

treat it as a long-term investment, hope the coming results in green

1 Like · 2 years · translate

Steven Gan

besok continues to Hollan MoooooooooooooooooooooN!!!!!!!

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