Whoever that is using naptha as their feedstock and producing plastics/polymers as their final products will benefit from the happenings in petrochemicals industry in Korea and China. In this case, Lctitan impact should be more positive compared to PChem.

you will need to manage it well. if you have been following LCTitan's performance losses - its the overcapacity/oversupply situation which is the main culprit. China's intention is to produce more specialty chemicals (one of PChem's major segment) and will be upgrading 40% of its petrochemical plants. The upgrading will cause supply shock in the near term until the completion of the upgrades. As for the 25% capacity cut in Korea, that will cause the naptha demand to shrink and leading to lower naptha price - lower input cost for naptha feedstock.

tp 1.11 時間11/11/25 何必现在tp
随便说说的 因为 看到了以下

42分上到61分后下回47之后冲上71分业绩出现大跌到51分今天是59分 是什么意思呢？
下跌不破前低 上涨有待 破前高机率 约是71分 简单明了