Author Topic: LOTCHEM -- Lotte Chemical Pakistan Ltd.  (Read 497751 times)

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aharoon

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2219 on: December 12, 2018, 10:59:09 PM »
Aaj subah jab main Soo raha tha tou AKD house se phone aya Jo Mrs. Nay receive Kara aur mujhe dia..
Lotchem short karnay ka keh rahay Thai.. khair Mera exposure trg sngp epcl stcl mlcf Mai laga hua tha tou Mai nay lotchem short Mai koe khas dilchapsi nahin dikhaee sirf 20000 short Kara aur 25 Paisa neechay pee cover bhi karlia..
AKD walay lotchem Mai Mandi Kay dehan Kay saath bethay hain
:skeptic:thnx dear for above detail.
Any how Meri fund manager hass rahee thi.. boli spko phone karna hee fuzool tha agar main pehlay apka exposure dekh laiti..boli aap nay tou 10 12 items pehlay hee short karay huay Hain.. acutually fund managers ko hamaray exposures dekhnay ke azaadi hoti hai.. they can easily read our exposures anytime :skeptic:
Sorry idhar fund manager se Murad Trading Specialists.

Pakinvestorsguide

Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2219 on: December 12, 2018, 10:59:09 PM »

Offline Farzooq

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2220 on: December 18, 2018, 11:46:35 AM »
Lotte Chemical Pakistan Limited: Upbeat margins yet to reflect in price; attractive valuations warrant BUY!
 
We re-instate coverage on Lotte Chemical Pakistan Ltd (LOTCHEM), Pakistan’s only PTA producer, with a Buy rating and a DCF based TP of PKR23, offering total return of 36%.

We believe the turnaround in PTA margins is sustainable at least until 2020 and should enable the company to deliver strong EBITDA (PKR7-8bn p.a). LOTCHEM is better positioned to benefit from up-cycle in margin given cost efficiencies.

The stock remains a net beneficiary of PKR devaluation where every 5% devaluation above our base case has the potential to enhance the bottom-line by 9-12% in CY18-20E.

We see 4-6% earnings upside from possible favorable treatment of LOTCHEM/PTA producer as export-oriented sector, allowing the company to avoid recent gas cost hike. 

A 37% rally in LOTCHEM’s stock price in the last 3 months partially reflects the improved margin dynamics. The current stock price implies PTA margin of only USD101/ton vs an average of USD109/ton realized over CY12-17 and current margin of USD176/ton. BUY
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Offline 007

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2221 on: December 30, 2018, 11:39:41 PM »
buy lotte

Offline 007

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2222 on: December 30, 2018, 11:40:09 PM »
19-20 kat liye if not more :biggthumpup:

Offline drrizwan

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2223 on: January 03, 2019, 10:27:18 PM »
Salam,  can anyone update or share a link for latest pta margins.

Offline Mightee

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2224 on: January 10, 2019, 12:16:39 PM »
Neeche kion aa rha hai?  :down:

aharoon

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2225 on: January 22, 2019, 12:12:43 AM »
Feb counter today volume : 3950500
Feb counter today short vol: 3722500
More than 90% short  :skeptic:
Green bazaar Mai aisee wardaat hoo rahee hain :o

Offline Mightee

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2226 on: February 11, 2019, 11:48:37 AM »
BM on Thursday  :biggthumpup:

Offline Farzooq

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2227 on: February 12, 2019, 01:15:08 PM »
LOTCHEM: Earnings are expected to clock-in at 2.92/share for CY18

We project the company to post a profitability of PKR 1,022mn (EPS: PKR 0.68), up by 137x YoY in 4QCY18. The rise in profitability is mainly attributed to an expected 10pps YoY rise in gross margins to 14%. Improvement in gross margins is expected due to 46% YoY rise in international PTA margins (average USD 175/ton) tagged with 21% YoY PKR depreciation during 4QCY18. Net sales during the quarter are expected to increase by 91% YoY owing to 32% YoY rise in PTA prices. This takes CY18 earnings to PKR 2.92/share, a rise of 11x YoY compared with PKR 0.27/share in CY17. Improvement is again led by 54% YoY rise in international PTA margins and 13% PKR depreciation. Sales are expected to increase by 58% YoY in light of 30% YoY rise in PTA prices. Gross margins are expected to clock-in at 14%, depicting an increase of 10pps YoY.
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Offline aatradekhi

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2228 on: February 14, 2019, 12:23:36 PM »
Result Announced
14th February, 2019

LOTCHEM - Annual Result

EPS  2018 = 2.93 PKR
EPS  2017 = 0.27 PKR

Cash Dividend = NIL
Bonus Share = NIL

Offline Farhan Kermani

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2229 on: February 14, 2019, 12:51:00 PM »
exceptional but cant trust the next qtr.such swings

Offline hizohaib3

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2230 on: February 14, 2019, 09:25:39 PM »
results showing improvement in earning each quarter sales improved and decreased regulatory duty on import of raw materials will also benefit lotchem by cost cutting and sales increasing trend margins will improve 2019 will be positive for lotchem

aharoon

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2231 on: February 16, 2019, 02:05:10 AM »
Result Announced
14th February, 2019

LOTCHEM - Annual Result

EPS  2018 = 2.93 PKR
EPS  2017 = 0.27 PKR

Cash Dividend = NIL
Bonus Share = NIL
Bohatt shandaar result hai ... Big Guns ko tou 15 din pehlay pata hoga aisa result aii ga.. phir bhi 16 se 20 25 na hua  :tongue: :tongue:

Online HAMDANI_Punjtani

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2232 on: February 16, 2019, 12:38:25 PM »
Feb counter today volume : 3950500
Feb counter today short vol: 3722500
More than 90% short  :skeptic:
Green bazaar Mai aisee wardaat hoo rahee hain :o
@aharoon....short volume kay figures kahan sey miltey hain...zara bataiya
BOP,ENGRO,TGL,KEL,HASCOL,Efoods,Dgkc,ffbl

Offline mrayyazee

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2233 on: February 16, 2019, 01:26:39 PM »
Feb counter today volume : 3950500
Feb counter today short vol: 3722500
More than 90% short  :skeptic:
Green bazaar Mai aisee wardaat hoo rahee hain :o
@aharoon....short volume kay figures kahan sey miltey hain...zara bataiya

PSX Website ---    MARKET INFORMATION --> DFC Short Sell Vol

Online HAMDANI_Punjtani

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2234 on: February 16, 2019, 01:40:46 PM »
Feb counter today volume : 3950500
Feb counter today short vol: 3722500
More than 90% short  :skeptic:
Green bazaar Mai aisee wardaat hoo rahee hain :o
@aharoon....short volume kay figures kahan sey miltey hain...zara bataiya

PSX Website ---    MARKET INFORMATION --> DFC Short Sell Vol

Thanks
BOP,ENGRO,TGL,KEL,HASCOL,Efoods,Dgkc,ffbl

Offline hizohaib3

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2235 on: February 17, 2019, 02:01:41 PM »
Hopefully this week will be green we may se 1000 to 2000 increase Saudi Shahzada Muhammad Bin Salman Arrival :dance :dance :shoaby: :fingerscrossed1:

Offline akhterrasool

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2236 on: February 18, 2019, 04:03:32 PM »
Hopefully this week will be green we may se 1000 to 2000 increase Saudi Shahzada Muhammad Bin Salman Arrival :dance :dance :shoaby: :fingerscrossed1:
:D :D

Offline hizohaib3

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2237 on: February 19, 2019, 07:22:52 PM »
itna acha result any k bad bhi down akhir kahan pe a k ruky ga  huhu huhu huhu

Offline hizohaib3

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Re: LOTCHEM -- Lotte Chemical Pakistan Ltd.
« Reply #2238 on: February 19, 2019, 07:30:30 PM »
kia lotchem ko sale kr k loss book kar lia jaye aur phir nichy pe mil jaye ga? ya is hold krn agar jald uppar ja skta ha?