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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.
  Cloudboy Political unstable....very hard to press for Strict enforcement on illicit ciggrattes Economic not so good...disposable income lesser...smoker will tend to go for cheaper ciggrattes..or e ciggrattes...... 27/05/2020 9:41 AM Nepo yes, smoker will go to cheaper ciggrattes, like if u drove Honda, then disposable income lesser..so u buy Myvi...make sense..? 27/05/2020 10:13 AM RainT if company future prospect of BAT is bad ,profit will reduce in future then dividend also reduce there is no point keep on promote dividend yield as when share price get lower & more lower, of course the dividend yield is higher n higher 27/05/2020 12:01 PM Chill88 RainT Come on , tomorrow please drop more 26/05/2020 11:48 AM If you don't believe in the company, why you ask the price to drop? 27/05/2020 12:12 PM Keyman188 Okok...since so many voice wanted to lower target price... Then Keyman188 follow the suit... Adjust target price... 1st trench : 8.50 2nd trench : 8.00 Final trench : 7.00 So every body happy boombeebee........... 27/05/2020 12:28 PM Investing_Bursa Earnings prospect for BAT for next few qtrs. look very bad...every qtr diminishing profit and outlook is not improving. They will keep cutting dividend 27/05/2020 12:34 PM kelvin61 If you compare BAT with the likes of NESTLE, CARLSBERG HEIM, F&N, DUTCHLADY, among others, on these high priced shares, you will notice that their dividends are worst off. So, what's wrong with BAT at price. If you have no faith in this stick, please leave this space. This is for BAT followers, preferably to share their thoughts and contribute positive news on BAT, cheers. 27/05/2020 1:00 PM BatNewbie You first time here? Limkokthye always has bad intention you don't know? 27/05/2020 1:24 PM kelvin61 When you buy BATMAN at this beaten down price, you're holding practically at record low prices. With decent profit margin on its business and a very good dividend policy, you can't find a better buy among the other expensive peers in the market. The worst is about out with the exception of Q2 which may be slightly worst that Q1, then its recovery thereafter. Market is forward looking and you're buying for a recovery in earnings and the worst is probably behind BAT now. The paramount pre-requisite in buying or choosing a stock should always be 1st, credible management, 2nd, business potential, 3rd, recurring FCF, 4th, good dividend policy and yield, historical low price, and so on. So, don't complain and have patience when you're buying at once in a lifetime price for long term investment, cheers. 27/05/2020 2:19 PM Chill88 Price is down just a bit from the low on Friday and on much lower volume. Will buy more once selling has completely stopped. 27/05/2020 2:29 PM Investing_Bursa kelvin61, you are wrong...the main criteria is outlook of the industry must be good. There is no point buying into company with credible management if the outlook for the company is poor...as the fundamental of the company is govern by earnings prospects. Right now, the outlook for he industry and company is pretty bleak 27/05/2020 3:52 PM aliyusof Government will not do anything about the black market cigarettes just like empat ekor lah.....kita semua sudah tahu lah 27/05/2020 4:02 PM aliyusof Earning prospects of BAT are on irreversible downhill unless something is done to curb rampant black market 27/05/2020 4:04 PM icebreak I bought BAT share before the pandemic at RM 14.xx. Now Im wondering should I wait for the price to hike or just sell it? 27/05/2020 5:29 PM Keyman188 Ini memang susah nak determine... We don't know your intention....short or long term... We don't know how much fund available to leverage cost... We don't know you willing to reload further or just keep like this... We don't know you only bet in this counter or still holding others.... 27/05/2020 5:34 PM Keyman188 Last but not least... We don't know how much risk you can accept........... 27/05/2020 5:35 PM rojakmee Talk to a smoker , he said BAT is only for the rich. He been buying illicit cigarettes for a very long time since the price difference is so huge. 27/05/2020 6:18 PM Chill88 Thursday low 13.20 Friday low 11.38 Today low 11.12 Today medium volume, looks like selling almost done. 27/05/2020 7:32 PM kelvin61 @ Investing_bursa. Take a good hard look at other expensive shares in Bursa and tell me which other stock offers a good entry at current price. I can't find many except maybe Allianz. Most businesses also have their ups and downs. The importance is finding a stock with a recession proof business like BAT. They are innovative and spend continuously in R&D to grow the business eg e-cig and is also undergoing rationalisation to reduce OPEX by 20% to improve their margin. If BAT is not faced with some headwinds, do you think you can buy at this cheap price? So, either you see potential in the recovery of BAT's business after 5 years of decline or you can choose not to buy this business. No right or wrong answer. For example, there are alot of people believing that Glove stocks are still cheap as they are going up daily without any let up. If you think they are cheap, you can always try your luck but hopefully you don't get caught at prices that will take you a lifetime to get back. The current PER of all glove stocks are crazy. But for those wanting quick profits, then the risk is worth taking. So, choose wisely your hard earned money for quick gains or the risk of quick losses too, cheers. 27/05/2020 9:20 PM Danielgsk No matter how good the management is, how much they spend on R&D and how much div they pay, the key point is the gradual increment of illicit cigs which will slowly eating up BAT profit. The worry here is not how good they r but how powerful the syndicate are operating. Salute the best ever government 27/05/2020 9:48 PM Investing_Bursa Kelvin61, you must understand a lot of businesses are cyclical in nature . Most of the strong business can recover from downturns if there is no structural change to their business. Their earnings will be temporarily hit but will recover in time. BAT is suffering from not a cyclical downturn but a structural one . You can see their earnings have been steadily dropping over time even before the outbreak of Covid19 due to illicit cigs. Unless this is addressed, BAT earnings will never come close to where it was before and one should not be disillusioned thinking it will one day. 27/05/2020 10:34 PM Hidup_Anwar Wrong PM is answer. QR better than many stocks eg Genting, IOI, etc why drop a lot? 28/05/2020 5:37 AM  | |
