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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.
  SinGor https://www.sportspromedia.com/news/mclaren-british-american-tobacco-sponsorship-expansion-f1-indycar Saw Vuse Vape today in Store. BAT used Formula One advertisement to attract Younger Gen. BAT cannot advertise Tobacco Cigarette But Vape is Different, BAT can advertise ( give BAT a Leg-Up compare to China Brand ) 08/04/2021 4:43 PM SinGor Simon_khoo Pressed down to collect? 07/04/2021 5:09 PM At closing, HE sapu Up....most likely someone saw Closing Qr. Revenue. Alot people Inside BAT know Revenue number but Not Profit number......eg. regional Sales Manager....Well connected Goreng Master (syndicate ) can get this Sales Number 08/04/2021 5:13 PM  Mary Tan Ling @williamh Gosh! you are so sure??!! Tot of selling at RM14.00. All Big Bros out there should I sell or follow williamh??!! Dividend coming n so tempting. 09/04/2021 12:00 PM philip31 Keep until vape business materialize, then you would not want to sell anymore. 09/04/2021 2:25 PM kelvin61 You're going to look back 3 years from now and say you either was lucky to have bought or missed the golden opportunity to own BATMAN. There's no business in this world that do not go thru challenges. It's TIMES like these you get the GOLDEN opportunity to buy your favorite stock for cheap. Once vape is legally launched in Malaysia, BAT'S VUSE will contribute significantly to the bottomline, cheers. 10/04/2021 11:32 AM wallstreetrookie Right. Still don’t deny the fact that BAT makes money off addicted people haha 10/04/2021 4:03 PM wallstreetrookie @SandCoffee how come BAT delist? More like privatisation or other deals 10/04/2021 4:04 PM  SandCoffee @wallstreetrookie - Hi and thanks for replying. Nope, not saying BAT going to be delisted. It's just a random question and I'm just wondering about it. 10/04/2021 4:49 PM williamh There’s limited downsides but so much upsides room for bat after it dropped about 80% from around 70 the last few years compared some glove stocks which had gone up a few hundreds % there’s a very strong chances many will cash out from glove stocks.Last 3Q bat has shown improvement 11/04/2021 5:49 PM fengpinglangjin https://www.vapingpost.com/2021/03/25/china-might-regulate-vapes-as-tobacco-products/0 China might regulate electronic cigarettes and vaping products like traditional tobacco products, per proposed product regulatory guidance. According to regulatory guidance presented by the Ministry of Industry and Information Technology and the State Tobacco Monopoly Administration, the Chinese government intends to regulate electronic cigarettes and vaping products like tobacco products. Reuters reports that the actual tobacco industry is controlled entirely by the government and features product and commercialization licenses with foreign tobacco companies However, once they enter force, the new regulations will place the State Tobacco Monopoly as the de facto retailing entity of e-cigarettes in the future. China oledi moving to regulate and taking bak the vape market by state tobacco and foreign licensee. https://www.nst.com.my/business/2021/04/679015/opportune-time-regulate-domestic-vape-industry Soon will be malaysia turn . 12/04/2021 7:01 AM fengpinglangjin Once vape introduced...even at 15 can get 10% dividend....hehe..grossly undervalued. 12/04/2021 7:23 AM  JJchan Regulation is Good for Vape. Control illegal imports and required All retail stores to pay 10% Sales Tax ( same as BAT ) BAT has 1700 distributors and if each distributor has 25 clients....BAT has 42,500 Outlets in Malaysia for Vuse Vape 12/04/2021 9:43 AM troy88 Vape is coming and will grow BAT's business significantly whether naysayers like it or not 12/04/2021 9:49 AM fengpinglangjin regulating vape is sooner or later...can wait til materialise then buy...lesser yield only... BAT wkly chart is oledi on long term up trend...soon mthly chart will also break out above long term up trend in a few mths when vape introduced. by then above 20 oledi... 12/04/2021 9:53 AM JJchan BAT Sales Revenue should average 850mil in 3rd Qr ( 2nd Qr "coming" might not reflect Vape Sales too much, but will indicate economy recovery ) I believe Vape will have a Sales Vol. about Half BAT Qr revenue (about 400mil in 2022 ) Given Malaysia Vape Biz is 2 Billion Or more Given BAT got 42,500 outlets, Each Outlet need only a Sales Volume of RM 3,000 / Month and that will give BAT 127mil Sales per month from 42,500 Outlets----In one Qr, Vape will contribute 380mil to Revenue ( Huge Number ) 12/04/2021 10:03 AM fengpinglangjin growth company with very high dividend yield..what more do u want.. 12/04/2021 10:18 AM MOBAjobg I've about the same quantity of (fully paid) shares as compared to the number of BAT's outlets. It's such a pleasant coincidence ! 12/04/2021 2:18 PM MOBAjobg The other half amount of my money is invested in cryptocurrency such as Bitcoin (BTC) and one top secret project. Cryptocurrency profitability certainly outperforms shares enormously. Just imagine I'd bought USD 3k per BTC coin back in year 2017 and still intends to hold for another 5 to 8 years. Its price is USD 60k currently. 12/04/2021 2:33 PM JJchan momo0698 someone park 1.5k lot on 14 intentionally This morning before opening, i saw only 4,800 parked at 14 ( yesterday could be a collection Day for someone----anything below 14 is "char Siew Pau " 13/04/2021 8:12 AM JJchan The Total Sales Volume on 19 July 2019 should be match on Nov---Dec 2021 ( Vape Vol. should be picking up rapidly bcos BAT didnT sell any Vape before MOF imposed 10% import Tax ) On 19 July, 2019, BAT price was 30.44 13/04/2021 9:42 AM JJchan ......................................................Revenue..................Profit.................Price 31Dec 2020...................................660,229M................72,720..............14.0 30Jun 2019....................................640,805M................76,365...............30.44 Bcos BAT is in a pandemic( moving out ), market didnT give or even match price given in 30Jun 2019 ( 30.44 )----Even BAT achieved a Higher Revenue now as compare to 30/06/2019. But things will change as Covid will end soon somewhere around Nov--Dec 2021 where BAT revenue will Hit 850m with Dividend around 50+++ ( If price donT adjust by then, you should sai lang all in ) 13/04/2021 11:18 AM apple168 https://futurism.com/neoscope/smoking-will-disappear-within-generation-experts 13/04/2021 11:44 AM JJchan must be joking, you can quit smoking....10yrs ago a survey in China indicate 700mil Chinese Tobacco smokers....now it is better in China...500mil smoke Vape now ----300mil Chinese Try RM120 Tobacco Cigarette (Chinese Brand ) 13/04/2021 12:51 PM SinGor Hardly any shares for sale.....sell parking each level only 4,000--6,000. Many long term buyers than said 6 months ago 15/04/2021 11:07 AM SinGor IB pushing down to collect is surely not a good option. You push down, people steal your shares. Only way is UP 15/04/2021 11:08 AM fengpinglangjin https://www.nst.com.my/business/2021/04/682274/illegal-cigarette-cartel-stumps-economic-growth-says-acfe-president "Our country losses more than RM5 billion a year in uncollected tax revenue from this trade. One can just imagine the total profit generated by the entire illegal cigarettes eco-system here in the country," said Akhbar, who was a former graft buster with the Malaysian Anti-Corruption Commission and currently holds professorial chair at the Institute of Crime & Criminology at HELP University. He said the profit from this massive illegal trade reaped by these cartels is more than enough to establish a super cartel involving most, if not all, Malaysia's enforcement agencies. 15/04/2021 2:09 PM fengpinglangjin very soon the super cartels will buy up all the BAT share . They are already buying now no doubt. 15/04/2021 2:10 PM fengpinglangjin The super cartel dump all the share down from 70 to 10 ..now they wwill buy all the way up. 15/04/2021 2:13 PM fengpinglangjin https://focusmalaysia.my/featured/illegal-cigarette-super-cartel-hinders-economic-growth/ 15/04/2021 2:42 PM JJchan I think BAT will release 1Q21 between 10--12 May before Raya. Usually BAT releases Good Results early ( same like 1Q20 where turnaround started )...3weeks from Today... 16/04/2021 5:46 PM JJchan First Qr. results (coming in 3 weeks) was always Good except during 1st MCO in 2020---- Main Reason is, during Chinese New Year (February) people smoke more premium Cigarette during in house celebration and Mahjong session. 2021 CNY celebration is Different from 2020 CNY celebration in some ways. First No shortages of Cigarette but No interstate Travel and No House Visit..... Where people is going spend the extra 2000 to 3000 allocated for AngPau, New Year Dinner and Gifts-----I think smokers, smokes More ( answer in 3 weeks time ) 17/04/2021 9:41 AM  | |
