Vernon Lee's comment on LCTITAN. All Comments
Vernon Lee
4 Like · Reply
Lctitan all in
Report
6 years · translate ·
Lee Wilson
Still alive ? Not bad ... u r survivor
2 Like · 6 years · translate
fish small
哈哈哈哈哈哈哈哈哈哈哈
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Sian Jin Low
。。。。。。。。。。。。
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tse ning lam
why up。。scgm shall.down in this case
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Lucas C
All In! Now or never!!!



Haha
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1 Like · 6 years · translate
Lee Wilson
我不过是丢了一句话... 结果引来了一尾鱼 一只猫 还有蝙蝠 哈哈哈
1 Like · 6 years · translate
fish small
迟点还有其他的XD....
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Vernon Lee
Sad lo haiz
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yutaka tong
oil price break 65 dollar increasing the titan production cost now
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yutaka tong
pe already increase to 20. not looking good
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Henry Cheong
Waiting next qr good result
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Sian Jin Low
You are gambling on next quarter, and the percentage of win seem lower
1 Like · 6 years · translate
yutaka tong
if collected at low price, risk can be minimized. expecting the next qr maintain the same profit
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yutaka tong
qr need to be stable so that the price can sustain. saw a lot of winding up announcement. not looking good
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K L
https://www.cnbc.com/2019/12/19/china-announces-new-tariff-exemptions-for-us-chemical-and-oil-products.html
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Keith Han
Reverse tariff, seem it will start recover already
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Lucas C
Has the flame starts?
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Vernon Lee
Has to ask kokbin lee
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Joyce Victoria
All in u all sure die 9 9
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yutaka tong
rm getting stronger, profit from export getting lesser
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Keith Han
Ringgit stronger good for lctitan
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yutaka tong
ringgit stronger means earning lessser from export after conversion just like glove industry
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Keith Han
Glove industry Malaysia, cost all in myd, revenue USD.

Lctitan cost is USD ( such as naphtha),
Revenue mainly ASEAN, 40% from Malaysia and Indonesia. So low USD good for lctitan.
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yutaka tong
all oversea trading are in usd currencies even for asean countries since usd is more stable
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yutaka tong
customers from oversea will get quotes in usd dollar from malaysia supplier making the profit lesser
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Keith Han
Already said it is not export stock la, most product supply to local and Indonesia. But their naphtha get from oversea, count in USD. So ringgit stronger is good for them but not that much.
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yutaka tong
iran war starting will push up oil price higher cost for titan
1 Like · 6 years · translate
Keith Han
Ya it is, but can direct refer to naptha price.
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yutaka tong
hydrocarbon mixture. Mixtures labelled naphtha have been produced from natural gas condensates, petroleum distillates, and the distillation of coal tar and peat. In different industries and regions naphtha may also be crude oil or refined products such as kerosene.
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yutaka tong
https://tradingeconomics.com/commodity/naphtha
1 Like · 6 years · translate
Daniel Yeo
yutaka, naptha index higher or lower benefits for lctan?
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ST T
higher mean higher raw material cost.
margin will be lesser.
1 Like · 6 years · translate
yutaka tong
friday big drop already given the answer
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ST T
oil price getting higher mean naphtha getting higher price.
lctitan plants seemed could use up to 50% of other raw material together with naphtha to crack ethylene and propylene to produce PE and PP.
The dominant production cost is from raw material. hence, the margin is dominant by raw material planning, sourcing, control, alternative and so on.
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Daniel Yeo
https://www.thestar.com.my/business/business-news/2020/01/04/petrochemical-makers-across-asia-including-malaysia-hit-by-weak-margins?fbclid=IwAR2Vq7LOnH5SBIHMdKskOYb85-N6PaOY-BYPsRkPHOvgBc1dfepR_JwqZr0
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Daniel Yeo
Lower production rate to 90% from full capacity? this is bad for petrochemical company.
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yutaka tong
roe only 2. adding higher petroleum cost will decrrase roe even lesser.
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