|
| |
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.
  lck1300 兵分三路-充公24車-逮捕23人-起獲900萬私煙-今年最大宗 - 光明报道 http://www.guangming.com.my/node/461697/%E5%85%B5%E5%88%86%E4%B8%89%E8%B7%AF-%E5%85%85%E5%85%AC24%E8%BB%8A-%E9%80%AE%E6%8D%9523%E4%BA%BA-%E8%B5%B7%E7%8D%B2900%E8%90%AC%E7%A7%81%E7%85%99-%E4%BB%8A%E5%B9%B4%E6%9C%80%E5%A4%A7%E5%AE%97 这样看来BAT 股价真的会比较稳定，剩下的因素就是加烟税和禁烟政策了~ 如果这次季度报告出来私烟下降，股价肯定要上的了~ 12/10/2018 15:58 pakatan_harapan2 Why not catch contraband more? Govn easiest ways to find more tax money. 16/10/2018 16:15 contrarian Cig price increase will bring more income eventually. Buy when people sell cheap. 16/10/2018 16:31 contrarian If Budget 2019 no tax increase any inc in cig price is more income/profit to BAT. 16/10/2018 16:37 BAT_ 3 years(since 2015) cig no price increase. Can salary no increase as well last 3 years? 16/10/2018 17:04 Why_ announce price increase today when not effective today? Should announce near end Oct to prevent hoarding hehe. 16/10/2018 17:09  Flintstones History have proven time and time again. Increased cig price will cause lower BAT profit. TP RM 20 16/10/2018 17:31 lck1300 政府的确有在严打私烟是没错，但是禁烟令加上涨价令，真的叫烟民苦不堪言。。。 政府若不会算得失，用那种全都要的心态，那么不只打击企业又让人民反感，既不亲商又不亲民，做一个霸道政府，这样行情哪里会好啊~！ 换政府以来从来没看过有亲商/亲民政策。。。 全部政策都是一意孤行，搞残了建筑领域，搞烟酒领域， 打乱市场节奏，搞得风声鹤泣~ 失望失望 。。。。。 亲商亲民没有你我的份，罚款和砍工程倒是一流的。。。。 16/10/2018 18:30 EatCoconutCanWin OH..YA government to stop smokers at coffee stall , bus stop, and everywhere 16/10/2018 18:31 shpg22 RUNNNNNNN....cigarrate price going to increase again. Downgrade fair price to 18.50 16/10/2018 20:27 BAT_ Both shpg22 and Flintstones posts same style. If read their posts in BAT when RM 20+ both also said run. Why after selling still got shares to sell? 16/10/2018 20:38 pakatan_harapan2 BN never practised so they lose GE14. PH should catch contraband more to cover loss tax from no GST. 19/10/2018 15:06 BatNewbie Dividend not an issue bec many companies pay far less or uncertain is my opinion. 19/10/2018 17:20 it2116 5% Devidend payout with 32.02, which counter got this Devidend? F&N? Nestlé? DL? 19/10/2018 17:20 lck1300 as long as government ban smoking on public and increase tax , this share will never go up 19/10/2018 17:22 5354 EPF buying below counters not BAT main issue? Posted by it2116 > Oct 19, 2018 05:20 PM | Report Abuse 5% Devidend payout with 32.02, which counter got this Devidend? F&N? Nestlé? DL? 19/10/2018 17:28 ChickyWaWa Declared RM0.40 dividend but share price drop RM1.58. Good share man. XD 20/10/2018 15:17 BAT1 Govt has achieved RM3.25 billion surplus in just four months, Lim Guan Eng https://www.nst.com.my/news/government-public-policy/2018/10/423118/govt-has-achieved-rm325-billion-surplus-just-four#cxrecs_s 21/10/2018 04:36 Fiona27 Potential moment stock BUY Target: RM 32.79 BAT’s earnings momentum remained strong. 3Q18 earnings rose by 32% qoq to RM145.8m while gross margins leapt 6.6ppts, primarily driven by front-loading of sales over the remaining July-Aug GST-free period as speculation mounted on the SST’s price impact. Consequently, 9M18’s results stood above our expectations but tracked consensus estimates. Market share of illicit cigarettes also fell marginally during the quarter (from 63% to 62%), tying in with our view that the illicit trade has stagnated. whatsapp at ( 60 115796 8095 ) to join my group for daily stock updates and Target point with Technical and fundamental analysis 22/10/2018 09:57 lck1300 now every week can see kastam tangkat huge volume of illegal cig few hundred thousand to few Million also have , hold for another quarter to see the illegal cigarettes market share data drop or increase , mostly will drop ... 22/10/2018 11:47 MIDF TP RM 37.7. Buy lower make more haha. https://klse.i3investor.com/blogs/midfresearch/179097.jsp 22/10/2018 12:24  |
|
