Target Invest KLSE

Need to camp 2 quarter to see benefits 🤓🤓

Petrochemical Firms Under Force Majeure Indonesia PT Chandra Asri Pacific: Indonesia’s largest integrated petrochemical complex declared force majeure on all contracts on March 3, citing disrupted naphtha shipments. Singapore 1. Petrochemical Corp of Singapore (PCS): Declared force majeure on shipments and significantly lowered cracker run rates. 2. Aster Chemicals and Energy: Declared force majeure on supplies, including ethylene and propylene, with its steam cracker running at roughly 50%. 3. Dairen Chemical: Declared force majeure at its Singapore operations due to "significant disruption" in feedstock supply. South Korea Yeochun NCC (YNCC): The nation's third-largest ethylene producer was the first in Korea to declare force majeure (March 4) after missing naphtha deliveries. Taiwan Formosa Petrochemical (FPCC): Invoked force majeure on select petrochemical shipments, specifically ethylene and propylene, due to feedstock delays. Vietnam Hyosung Vina Chemicals: Declared force majeure following the initial disruption in early March. China Wanhua Chemical: Declared force majeure on March 9 regarding supplies to the Middle East.

Lctitan will follow soon

Pchem almost limit up

Limit 0.785 Gogogo

Esok LCTITAN gap up opening

As of March 8, 2026, the escalation of the U.S.-Israel-Iran war has moved petrochemical from a structural oversupply to an acute geopolitical under-supply. While China has short-term "buffers," its massive petrochemical sector is now facing an existential threat due to the effective closure of the Strait of Hormuz as well as infrastructure destruction Israeli strikes on March 7–8 targeted key Iranian facilities, including the Tondgouyan and Shahran oil refineries and storage depots near Tehran. Zhejiang Petrochemical Corp (ZPC): Cut output by 20% in March, citing halted Middle East shipments Refiners like Shanghai SECCO, CNOOC, and Shell Petrochemicals (CSPC) are cutting run rates by 10–30% due to feedstock woes.

Next week will be 8000 Lctitan impaired all inventory before war start. So inventory price will be around 6100 6200 Ready to sell them at 10000

Everyday naik 100

Jangan bagi lctitan privatize cheaply at rm1 range

China have to take care their own oil and petrochemical product for own future use already because 1. Current war stop china oil supply 2. If war stop, US control the straits of hormuz 3. Oil from middle east is going to be sold in USD Petrochemical in China might not be dumping out already, but keep for own use. Bright future for LCTITAN, PCHEM.

https://x.com/AndrewKolvet/status/2029365524837056615?s=20

Indonesia biggest petrochemical firm - chandra asri, force majeure on production China - ban export of oil products. Indonesia being world top 3 plastic consumption nation now can give business to Pchem and LCTITAN

Limit up = 64

https://www.malaymail.com/news/money/2026/03/05/china-orders-top-refiners-to-halt-diesel-petrol-exports-amid-middle-east-tensions/211391

Pchem and Lctitan capturing indonesian market China impose restriction on oil export

Ceiling today 64 Gogogo

Lctitan Lets go 🔥🔥🔥