Celeste chan's comment on LCTITAN. All Comments

Celeste chan
19 Like · Reply
三年来第一次,最看不到路的投资!
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 · 2 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 · 2 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 · 2 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 · 2 years · translate
Kenny Tan
ok. agreed
hold tight all.
I m still holding.
strong cash flow and almost zero debt company
1 Like · 2 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?
1 Like · 2 years · translate
Xyhers Skai
5B free cash flow & 5B market cap, can buyback whole pub shares to delist alr. Have faith in it.
5 Like · 2 years · translate
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?
1 Like · 2 years · translate
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 · 2 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.
1 Like · 2 years · translate
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
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6 Like · 2 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 。
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1 Like · 2 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 !
4 Like · 2 years · translate
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 · 2 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 · 2 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 · 2 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。
1 Like · 2 years · translate
Raymond Fah
没钱赚就起价 ,最后也是我们人民买单 。
1 Like · 2 years · translate
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 · 2 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 。
3 Like · 2 years · translate
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 · 2 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 · 2 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 .
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1 Like · 2 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 · 2 years · translate
ALEX YONG
temporarily setback for lower dividend but with high cashflow for long term.
1 Like · 2 years · translate
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 · 2 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
2 Like · 2 years · translate
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
2 Like · 2 years · translate
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
3 Like · 2 years · translate
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
1 Like · 2 years · translate
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 !
1 Like · 2 years · translate
Bryan Teng
那样肯定成本高了如果没有起价就是自己亏了
1 Like · 2 years · translate
Raymond Fah
起了 。
plastic 上个月 起了10%
2 Like · 2 years · translate
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
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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 · 2 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
1 Like · 2 years · translate
Raymond Fah
market very badly now .
2 Like · 2 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 · 1 year · translate
Celeste chan
Investment have earning have losing..What so funny? Senior
1 Like · 1 year · translate
Malaysian Malaysia
treat it as a long-term investment, hope the coming results in green
1 Like · 1 year · translate
Steven Gan
besok continues to Hollan MoooooooooooooooooooooN!!!!!!!
Like · 1 year · translate