|
| |
Overview
Financial Highlight
HeadlinesBusiness Background British American Tobacco Malaysia Bhd manufactures and sells cigarettes and other tobacco products in Malaysia. It also undertakes contract manufacturing for British American Tobacco Group in the Asia-Pacific region to export both cigarettes and semifinished goods to Australia, South Korea, the Philippines, and Taiwan. Most of the company’s revenue is from its tobacco sales in Malaysia, where it sells its products to third-party distributors. Key brands include Dunhill, Peter Stuyvesant, Pall Mall, Kent, and Shuang Xi.
  williamh I strongly believe it will start to reverse and going north from now on and will not break below 8 for very sure during this transition and new generation of e-cigarettes,collecting slowly this morning will increase 29/05/2024 1:01 PM williamh The talking down of Bat is on going and hope you don’t fall victim of that, its not working on me for I’m immune hahaha 🤣 30/05/2024 6:23 PM  SinGor The Buyer who Bought @ RM 8.90 is NOT local Boy----Bcos the Volume is NOT "one" Lot But 284,700 shares OR RM 2.50 Mil-----Surely Foreign Fund 31/05/2024 5:50 PM SinGor I think Foreigner get in to Lock-in Cheap Ringgit and then After USA Fed Cut rate----Ringgit will appreciate and most likely BAT will gain 10--15% ( year End )----Easily make 25% Gain Year-End 31/05/2024 5:54 PM Ken Chung Bat is undervalued. if their VUSe GO take off, surely will go back to the golden age. Very positive review on VUSE, certified by FDA. 31/05/2024 7:32 PM Ken Chung so foreign fund is targeting BAT for investment. good news next week. watch out 31/05/2024 8:07 PM dompeilee Bought more BAT @ $8.51 & 8.52...now holding more than 38X what I had from '14-'16. 05/06/2024 2:47 PM DividendGuy67 @dompeilee, is that because your net worth has increased more than 38X since '14-'16? 😂 06/06/2024 10:52 AM BradonOoi Fair enough. Malaysia should learn from Thailand's tobacco policy https://www.malaymail.com/news/what-you-think/2024/06/06/lessons-on-tobacco-display-ban-for-malaysia-foo-chee-siong/138320 06/06/2024 11:23 AM williamh The day will come soon cigarettes is no related to the illnesses many miss leaded,cigarettes is saving life from any serious illness 06/06/2024 2:12 PM MOBAjobg Thank goodness, I don’t have any BAT shares in my stock portfolio. I was lucky enough to NOT pick up BAT shares to indulge in high risk stock speculation, recently. Reason being its technical readings are so weak and terrible that I just can’t even bear to comprehend. 07/06/2024 8:20 PM MOBAjobg Let’s do the math. UTDPLT declares rm1.90 dividend and its stock price is rm24.62 while BAT’s is rm0.60 for rm8.48. Don’t you think UTDPLT is better than BAT for dividend and principal capital appreciation prospects with lower risk ! 07/06/2024 8:43 PM DividendGuy67 MOBA, you are right on the spot on BAT. The longer one owns BAT, the bigger the loss as the chart trend downwards. The more one averages down on BAT and position size bigger, the bigger the cumulative $ loss. It's 100% maths. Still, there's a short term 50/50 setup that is good to cure boredom as we don't do anything to our winning rising positions. So, I took a first entry short term trade at 8.5 before it went ex-div, and plan to dispose when it gets to around 8.8-8.9 or 9 or higher depending ... I blogged on it here. https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-06-09-story-h-159761967-BAT_trading_update 09/06/2024 4:13 PM DividendGuy67 I was around when it hit RM74 peak and long before that. When it first fell below 50 to a low of 40+, people said it was cheap and so, when it went back up briefly to 56 it validated the "average downers". But that was the last time it stayed above 50. After that, it keeps making lower highs and lower lows. Those who previously averaged down and validated, now find their average down strategies hurting them even more. Market likes to zig zag, to fool a lot of the "average downers". Investing doesn't have to be difficult. Just pick a good quality fundamental stock that is trading upwards for the past 20 years or so. Wait until it drops to buying zone and then do nothing. Better if it pays dividends too. 09/06/2024 5:14 PM williamh Bat is absolutely undervalued now due to the transition of traditional to e and vape and shortists keep talking down,its no doubt traditional is on the down trend but it’s the vape for the new generation that keep glowing soon it will be the major revalue and profit and ultimately taking over the traditional,I keep accumulating,imagine if it dropped from 40+- to around 8 now, why not,70+ was when bat still had the factory here not after, my target is 80lots, cheers 10/06/2024 3:49 PM DividendGuy67 @williamh, how large is 80 lots as % capital? Sorry, still no signs of turnaround. Q1 EPS keeps declining every year, and with declining EPS comes declining price: Year - Q1 EPS 2015 - 85.2 sen 2016 - 61.5 sen 2017 - 41.6 sen 2018 - 33.7 sen 2019 - 31 sen 2020 - 17.8 sen 2021 - 22.1 sen 2022 - 18.3 sen 2023 - 14.1 sen 2024 - 10.5 sen I don't have a good feeling about my very small, short term, long trade position. 10/06/2024 10:27 PM DividendGuy67 Fwiw, I prefer to see my green positions like UOADEV, TAMBUN, LCTITAN (accumulated at RM1), RAPID, PPHB, HUPSENG and many other greens offsetting reds (such as BAT) to help make my portfolio to new all time highs again today. Looking at BAT doesn't give the same feeling. 10/06/2024 10:31 PM DividendGuy67 Looking at Q1 EPS from 2015 to 2024, it has always been double digit sen. 2024 drop to 10.5 sen (from 85.2 sen back in 2015) is a bad sign, as Q1 has included Vuse and Vape products. The critical case will be future quarters - will BAT quarterly EPS falls to single digit sen. IN particular, if Q1/2025 EPS is below 10 sen, that means Vuse and Vape strategy has not worked to give a turnaround. In times like this, watch your Position Sizing. It is the NUMBER 1 rule - you can't afford to have a large position here and then hold for a long time, as EPS keeps falling and falling and falling with each yearly QR report. 10/06/2024 10:35 PM DividendGuy67 Hmmmn ... historically, BAT's quarterly dividend is always double digit sen, but last quarter DPS is 10.0 sen exactly. I wonder if we will see single digit DPS in 2024? It might not happen in Q2 and Q3, as seasonally, that's BAT's strong EPS and DPS. However, Q4/2024 and Q1/2025 will be the worry. I am looking for a spike to get out in the short term at a small profit. 10/06/2024 10:41 PM DividendGuy67 Set sell all at 8.9 GTC limit order. Will stop watching this stock. Cheerio! 10/06/2024 10:46 PM MOBAjobg I like the post as quoted below. I prefer not to pay a hefty premium for a stock that I’m convinced is still being plagued by a significant percentage of EPS contraction yearly. Posted by ivanlau > 2 weeks ago | Report Abuse If based on forward eps 45x 17 pe, the fair value only rm 7.65, today closing rm 8.30, think about that ......... 11/06/2024 9:04 PM DividendGuy67 @speakup, haha. I prefer to position my portfolio to make new all time highs, than be stubborn on any one stock. I temporarily forgot the declining EPS in BAT when I looked at the chart - in a period of temporary insanity, I bought 1000 shares at 8.5 before it went ex-div. Silly me. Later on the weekend, I realized I made a mistake, hence, the GTC sell order. Hope it triggers before this year end. Meanwhile, this article explains my investing approach, my goals of investing and provide better context. Today, I was pleasantly surprised that my portfolio made new all time highs again. The size of increase is the largest since I started tracking 8 months ago. Total number of new all time highs is 44 times, averaging 5-6 times per month. My advise to all is don't be stubborn or loyal to any stock. If we make a mistake, get out. Move on to other stocks. Position your portfolio to make new all time highs. https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-06-11-story-h-159701327-Portfolio_All_Time_High_Profit_Watermark_June_Update 12/06/2024 12:01 AM BradonOoi We will get the dividend next Thursday. Prepare to use the money to reinvest if BAT falls to certain cheap price 14/06/2024 9:21 AM SinGor BAT should follow UK parent doing Shares BuyBack. Any Buy back will lift price to RM30 16/06/2024 5:24 PM BradonOoi Sadly, no proposal for share buybacks for this year's agm https://www.batmalaysia.com/attachments/medMDD5PFPM.pdf 18/06/2024 9:11 AM williamh Maybe it’s the preparation for the buying back at lower cost within the target 18/06/2024 5:31 PM Skywalker00 It’s just going to be another trend of paying dividends while the stocks depreciates,,, I used to believe there’s hope of recovery,,,,, but .,,,, looks so hopeless as a business,,, it’s a matter of what price is saturation based on PE 18/06/2024 6:20 PM williamh I believe even the most patient person is starting to think otherwise for sure a long down treading but I guess it’s returning to the starting point and so I position myself and closely watched the completion of the transition from the convention to the new generation e n vape 20/06/2024 4:32 PM BradonOoi What a great article about e-cigarette https://truthinitiative.org/research-resources/emerging-tobacco-products/e-cigarettes-facts-stats-and-regulations 21/06/2024 5:47 PM SinGor Addiction is a Gene pass-on by anunnaki, the Homo sapien creator....Strictly not our fault. They gave us the praying gene and addiction is a by-product----As USA Gov not controlling nicotine, my guess is other Drugs are far, far more dangerous And of course China has a grudge to settle---American supplied Opium to control China 100years ago and now China return American a favour by supplying hundreds tonne of Mets to Americans 23/06/2024 9:31 AM BradonOoi Don't blame the Homo sapien creator if get addicted on something. It's a choice to get addiction 24/06/2024 6:02 PM williamh The ceo should resign for bat has been going south for at least the last 10 years,revenue, profit and share price getting lower every year,it’s the worse company in the world,it’s one way only,did anyone can find any worse company like bat in the world 25/06/2024 4:28 PM SinGor Separately, BAT says it bought back 31,233 shares at average 2,468.96 pence on Friday last week. BAT has said it plans to buy back shares worth GBP700 million for 2024, and this will be followed by a GBP900 million buyback in 2025.2 days ag ____________________________ England Mother is buying back shares so will Malaya son follows??????? 26/06/2024 12:36 PM BradonOoi Smuggling cases continue to occur .. https://www.nst.com.my/news/crime-courts/2024/06/1068026/customs-foils-rm154mil-cigarette-smuggling-attempt-port-klang 27/06/2024 3:44 PM SinGor there are many desperate people, Dead by ah loong knives Or smuggled Cigs--if got caught, only 6--7years between Bars ( but Debt free later ) 27/06/2024 4:16 PM BradonOoi Not so long. If Cig smugglers got caught, they would get fined or be sentenced to imprisonment for not less than six months or not more than five years, or both. 02/07/2024 3:23 PM suleman6385 Desi Serial Watch Dahej Daasi Today Episode Online, Nazara Tv Dahej Dasi New Serial Full Video Episode Free, Dahej Daasi Drama Serial Watch All Episodes. Today Video Episode Full Update On Nazara Tv and Hotstar. Hindi Desi Serial Complete. <a href="https://dahejdasi.com/">Dahej Daasi</a> 02/07/2024 3:25 PM SinGor BradonOoi Not so long. If Cig smugglers got caught, they would get fined or be sentenced to imprisonment for not less _______________________________ Judge's sentence is by Container---One container 5 years ( how about 10 containers got caught? ) But if you know the Right person---every container you under Table 1 million, even 10 containers you get not more than 3 months after deduct Holidays ( I heard this type stories every month before Anwar came-in ( Now i donT know ) 02/07/2024 8:36 PM  |
|
