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

The Board of Directors of LCTH wishes to announce that the LINE Project, an Integrated Petrochemical Facility developed through the Company’s subsidiary, PT Lotte Chemical Indonesia, with a production capacity of 1 million tonnes of ethylene and 520,000 tonnes of propylene per year, and located in Merak, Cilegon, Banten Province, Indonesia successfully commenced commercial operations on 15 October 2025.

The LINE Project is a US$3.95 billion ！

还好啦
低调
低调
有赚就好
不然有人开心就有人伤心
Pie 再来啦

就还像front 这样
哈哈。。
要爆发起来很快的。。
股又稳
不怕。。
很多科技股都是这样。。

@臭皮将。。

谢谢提醒不过没事的啦。。
低买高卖 不过自己要记录起来不然难买卖
那时也不是有2.7++
也不是短短时间上到3.7++
...
不怕啦

不要忘记猪在风口上什么都是假的。。。
切记一点图可以看
但是你要相信就完蛋。。。
有时候是套路啦
。。。。
我想信自己

今天看看front 两母子就好。。

我不是马后炮
可以看看我全部之前讲的话。。。。
哈哈

我会的
之前mco 就可以投资大赚
现在要调整下赚了不没卖掉回
心态
就因为这样低买高卖不过要记录没一个单

哈哈 。