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

No doubt internally showing it has very good cost control despite lower revenue for the latest 3 consecutive quarters; revenue declined by ~17% while cogs came down by ~20%. The happenings at the parent company and industry will benefit LCTitan but it will take a while to be reflected in the earnings. Its a long game.

哦
这个官司就算输了。。。
他们可以再上诉的
。。。
要是赢了？？？
哈哈。。。
重要是现金流的股

你跟我不一样我是那个股对我有利
我就是低买高卖
。。。。。

赚点kopi 钱才啦

@皮
yes 啦
今天科技的天咯
。。。
要套利点咯
。。。。
趋势来了吗？
penta 哈哈
pie 你要加油