Highlights
KLSE: BAT (4162)       BRITISH AMERICAN TOBACCO MALAYSIA BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
13.92   -0.20 (1.42%)  13.88 - 14.12  226,600
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Overview

Market Cap: 3,975 Million
NOSH: 286 Million
Avg Volume (4 weeks):241,900
4 Weeks Range:13.80 - 14.60
4 Weeks Price Volatility (%):
15.00%
52 Weeks Range:9.80 - 16.20
52 Weeks Price Volatility (%):
64.38%
Average Price Target: 14.08
Price Target Upside/Downside: +0.16

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2021 [#2]  |  26-Jul-2021
Next QR | Est. Ann. Date: 30-Sep-2021  |  28-Oct-2021
T4Q P/E | EY: 14.66  |  6.82%
T4Q DY | Payout %: 6.68%  |  97.92%
T4Q NAPS | P/NAPS: 1.31  |  10.63
T4Q NP Margin | ROE: 11.07%  |  72.50%

Headlines

Date Subject
15-Sep-2021 Mplus Market Pulse - 15 Sept 2021
24-Aug-2021 走私烟对英美烟草冲击大吗?
04-Aug-2021 British American Tobacco - Better Illicit Reading But MCO Impact Remains
26-Jul-2021 【行家论股/视频】英美烟草 下半年销量看涨
26-Jul-2021 Mplus Market Pulse - 26 Jul 2021
26-Jul-2021 PublicInvest Research Headlines - 26 Jul 2021
26-Jul-2021 British American Tobacco (M) - Gaining Momentum
07-Jul-2021 Consumer - Look beyond the immediate aftermath
15-Jun-2021 【行家论股/视频】英美烟草 电子烟业务有望突围
09-Jun-2021 British American Tobacco - Premature Dawn?
01-Jun-2021 PublicInvest Research Headlines - 1 Jun 2021
01-Jun-2021 British American Tobacco - Growth Has Likely Not Yet Arrived
01-Jun-2021 Mplus Market Pulse - 1 Jun 2021
01-Jun-2021 British American Tobacco (M) - A Positive Start
18-Mar-2021 Trading Stocks - British American Tobacco
23-Feb-2021 British American Tobacco - VFM Continues to Rise
15-Feb-2021 【行家论股/视频】英美烟草 销量走高财测上修
15-Feb-2021 BAT Malaysia’s FY20 Net Profit Ahead of Estimates
11-Feb-2021 Mplus Market Pulse - 11 Feb 2021
11-Feb-2021 British American Tobacco (M) - FY20 Beats Expectations

Business 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.
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  9 people like this.
 
JJchan Carlsberg shoots Up. Many Chinese Celebrating tonite. Eat, Drink and Smoke
16/08/2021 3:37 PM
Bgt 9963 Post removed. Why?
16/08/2021 4:21 PM
Simon_khoo PN government collapsed! So, basically the regulations of e-cigarettes and the enforcement of contraband cigarettes will be ignored especially no government for the time being…
16/08/2021 8:54 PM
Simon_khoo Expect BAT to drop further….
16/08/2021 8:54 PM
Simon_khoo All the hantu will resurface aggressively
16/08/2021 8:55 PM
SinGor I think this Friday, New PM will be selected by Agong but Parliament will Vote.
18/08/2021 7:22 PM
prahadude Ismail sabri vape hero- https://www.malaysiakini.com/news/318857
Ahmad Maslan support reducing tobacco tax - https://www.nst.com.my/news/nation/2020/12/652714/narrow-price-gap-between-legal-and-illicit-cigarettes-says-ahmad-maslan
21/08/2021 10:14 AM
SandCoffee More like he support Vaping just to protect his party's voting only. In year 2015, he already said Vaping will not be banned outright but simply regulated but until now still no Regulation yet.
22/08/2021 3:14 PM
Pinky Where is auditor? Hmm
25/08/2021 10:51 AM
JJchan https://www.nst.com.my/news/nation/2020/12/652714/narrow-price-gap-between-legal-and-illicit-cigarettes-says-ahmad-maslan


For a year, i was hyping that illegal Cigs RM8 / packet is NOT even BAT market so while is
management keep complaining like no tomolo. As i predicted, Management was sleeping when
the massive shift to Vape has taken place right under their nose....CEO changed has taken place
this month.----
However if Ahmad Maslan is going ahead with RM8 "legal" Cigs( now illegal selling at 8.50 )
BAT should have no problem coming out a New Brand. Just give BAT a break in Sale tax for
Budget Cig ( margin is not so Good and it will Cut into KYO and Rothmans ) However the Volume
is very, very Huge
25/08/2021 6:07 PM
trum 观察趋势。如果它上涨,我就会买入。只要相信你所看到的。当我不相信股票图表时,我已经学会了艰难的方法。
25/08/2021 7:36 PM
JJchan shorties are covering back everyday.....4.22PM ( 51,500 Buy@ 14.06 ) Sellers only 5,700 @14.08
26/08/2021 4:25 PM
UncleFollower Comon Sabri shows us you can even if we can't stand you

prahadude Ismail sabri vape hero- https://www.malaysiakini.com/news/318857
Ahmad Maslan support reducing tobacco tax - https://www.nst.com.my/news/nation/2020/12/652714/narrow-price-gap-bet...
21/08/2021 10:14 AM
26/08/2021 4:31 PM
trum 炒股的真相是......80%的零售商跟随鲨鱼。布尔萨鲨鱼只吃鲜肉。

所以不存在二次炒作,因为...

为什么鲨鱼必须帮助那些为鲨鱼撑起支柱的人逃跑?
26/08/2021 5:04 PM
trum ... 在印度食品部长要求大家在印度的日常菜肴中增加咖喱粉的添加量后,三角洲变体在印度刚刚死亡。
26/08/2021 5:19 PM
auditorandconsultant Pinky,

Recently, I have been very busy doing several M&A projects. There are fewer opportunities for foreigner to invest in Malaysia's business after this pandemic. Earning money from M&A projects is pretty fast. So I am very very busy.

BAT is a solid counter. Do not worry so much.

Just hold this BAT for mid term like 3-6 months. Should not be an issue.

Have you seen BAT substantial shareholders' listing as of 22 Feb 2021?

Look! Number 5 Tan Yu Yeh and Number 10 Tan Yu Wei both are bosses from Mr. DIY

Why did they dump so much in BAT?

I am very very OPTIMISTIC in BAT.

I am preparing to collect more if BAT price decreased further

On top of this price fluctuation, one of the reasons is because of Call warrant BAT-C3. I have already done a sensitivity test. The recent plummet in price is very common. Do not worry.
27/08/2021 5:46 AM
auditorandconsultant Trust me Malaysia need to attract more foreign investment plus need to earn more tax from BAT

If BAT suffered, Malaysia will also suffer.

Foreign Fund will be on the way to come in again to this BAT.

Look at Thong Guan and you will know what I meant.

These two days, volume is high due to retail investors and importantly Foreign Funds are coming back
27/08/2021 6:13 AM
Pinky Long time no see, auditor!

Glad u doing well
27/08/2021 9:05 AM
auditorandconsultant Pinky,

My sensitivity test or analysis is quite accurate

I did the analysis in early June 2021. I can share you my analysis if you need
27/08/2021 10:09 AM
Pinky Thanks for the offer

I plan to hold long as one of my dividend yielder

So no need for deep analysis :)
27/08/2021 12:56 PM
auditorandconsultant 30 August 2021 will be the last day before BAT-C3 expires.

Based on my sensitivity and scenario based analysis, so long as the mother share price be reduced to RM14.15 (with deviation plus minus 1 - 1.5%), and assuming those warrant holders who have been holding warrant at price around average of 0.210, with the exercise value of RM11 and exercise ratio of 15, at present price of RM14.02, the issuer is considered making money already from warrant holder.

Under pessimistic scenario, the price will plummet to the most RM13.94 on the last day, i.e. 30 August 2021. Not to forget, the above average price of warrant at 0.210 is set very prudently, the price might be even higher when the mother price was slightly higher than RM14.02 and before the Dividends.

Mr. Nadel Louay Salem will be on board w.e.f. 1 September 2021. Operators and Syndicates will definitely be more than happy to give him a welcoming gift by pushing up the mother share price on 1 September 2021 and maybe for 1-2 weeks temporarily. New appointment of CEO will trigger positive sentiment which in turn enhance market confidence and this will reflect in BAT share price to spike w.e.f. 1 September 2021.

I believe Mr. Nadel Louay Salem will continue to bring BAT to next level very very soon. RM20 by end of year 2021. I look forwards to seeing recovery of economy and control and containment of Covid-19 which will then speed up formalisation of regulation for Vape and E-Cigarette which is beneficial to BAT and society as a whole.

Stay Positive in BAT and Quarter 3 result should be very impressive as well!
28/08/2021 1:49 PM
Lanmum @ auditorandconsultant, You looking at any other potential Counter?. Kindly share later. Thanks
30/08/2021 11:27 AM
williamh Potentially reinstalling of GST will have positive impact on BAT
30/08/2021 11:50 AM
auditorandconsultant @Lanmum

FYI, now I am holding a lot of BAT. 100% of my fund is allocated and invested in BAT.

During early July, I acquired MBSB when its price decreased to 0.58/0.585 and I subsequently sold all on 26 August 2021 when the price rose to RM0.65/0.655. Again I put all eggs in one basket.

My journey from 1 Jan 2021 till 30 August 2021 is exciting yet rewarding. My total Return on Investment (ROI) in just 8 months during year 2021 is 36.17%.

My watch lists comprise mostly 2nd Tier stocks although also have blue chips.

1) Alliance Bank
2) CIMB Bank
3) Thong Guan
4) Cocoaland
5) Asiafile
6) MBSB
7) Tunepro
8) Muda
9) Hexza
10) BAT
11) Tongher
12) Uchitech
13) Sunway - PA - identify opportunity for Arbitrage

To me, investment and trading need to be strategised. They should not be a 1 way fit all method. My strategy has always been assessed and re-assessed to manage my investment risk according to my evaluation of value, risks and profit appetite.

Again, it depends on your own strategy and evaluation of risk, value and profit appetite. Use your own method to maximise ROI to make money is the way!

Last but not least, hope that everyone who are BAT shareholders can continue to prosper and grow together with BAT. All the best.

Disclaimer: The above is only a sharing and not to suggest any investment decision. Remember, BUY or SELL or HOLD at your own discretion and you are responsible for your own money.
30/08/2021 10:51 PM
auditorandconsultant New CEO will be on board w.e.f. 1 September 2021.

Let's welcome the new CEO by hoping that BAT share price will spike on this Wednesday.

I am very very confident that Mr. Nadel Louay Salem will bring BAT to next level soon!

Good luck all and Happy National Day to all.
30/08/2021 10:54 PM
Nepo 发布 “预算前声明” 财长:供相关者提供反馈
https://www.chinapress.com.my/?p=2654279
31/08/2021 10:41 PM
SandCoffee @auditorandconsultant - Isn't it risky if you put all your funds into a same basket? What you gonna do if the market didn't go according to your plan?
31/08/2021 11:43 PM
freeze789 budget 2022 involve BAT again. Good
01/09/2021 1:36 AM
fablanave wow, another "guru" wana be, telling people he acquired at the lowest price, "sold all" at the highest price, then "all in" in one stock, putting all eggs in one basket...how perfect... giving u a watchlist of "bluechips" during this "exciting moment"...
01/09/2021 8:23 AM
auditorandconsultant @SandCoffee

Thank you for your concern.

There is always a risk there but as long as I could manage it at a level that is acceptable by me and matches my risk appetite. Why not?

Contingent plan if the market did not go according to my plan is that I will switch my strategy from Short/Mid Term to Long Term Investment.

Intrinsic value of BAT is higher than current price of RM14.02. BAT is a blue chip counter with strong fundamental. Upon formalisation or enactment of law or regulation in Vape and E-Cigarette, I could foresee there is no issue for BAT to become a multibagger stock.

I am optimistic that BAT could go up to RM30 in 1-2 years time if I have been compelled to hold for long term.

Hopefully, everyone here could make a beautiful ROI from BAT.

Let's welcome the new CEO later by hoping that there is/are operators to push the price of BAT up.
01/09/2021 8:50 AM
auditorandconsultant @fablanave

I am not a guru. I am a normal person who has done due diligence on the investees and has put in place sound risk management when it comes to investment.

Still, there is a steep learning curve for me.

Please let me know if you have feedback on how to make big money.

Let's prosper together. Okay. Hope that everyone could make money during this pandemic.

We help ourselves when we could not place high reliance on the government solely.
01/09/2021 8:53 AM
auditorandconsultant @fablanave @SandCoffee

Not to forget, a very important point is

- ENTRY PRICE.

I always ensure that my investment entry price is

- far lower than the Intrinsic Value and if can, only acquires share at price near to PMOS (THE BEST option)

- lower than the Intrinsic Value but is not 25% lower than the Intrinsic Value (NORMAL option)

For price higher than the Intrinsic Value, it is very very UNLIKELY I will acquire as I would like to MAXIMISE Return + Buffer for Price Fluctuation

and MINIMISE Risk
01/09/2021 9:00 AM
auditorandconsultant Let's us welcome out new CEO.

Closed at 14.06 on 30/8/2021
Opened at 14.20 on 1/9/2021
Highest at 14.30 on 1/9/2021
Currently at 14.28 on 1/9/2021 at 9.05 AM (Malaysia Time Zone)

By the way, I am very optimistic about the upcoming Budget which might be favourable to BAT's business and future development.

Huat Chai everyone
01/09/2021 9:06 AM
williamh High at 14.60,insider had vape regula green light already
01/09/2021 9:42 AM
williamh Most of the positive reports Q results has been push up well before the announcement,e.g like HLB,CIMB lately,insiders buy first,be alert
01/09/2021 10:50 AM
JJchan https://www.thestar.com.my/business/business-news/2021/08/30/foreign-buying-on-bursa-surges-to-rm96433mil-last-week

BAT slowly climbing upwards could be due to FF nibbling on BAT ( still waiting for sharks )
01/09/2021 4:24 PM
SandCoffee @auditorandconsultant - What is "PMOS"? Never heard that before.
01/09/2021 8:19 PM
kslee81 Down ready......
02/09/2021 1:48 AM
auditorandconsultant @SandCoffee

PMOS = Price for Margin of Safety

Margin of safety is a principle of investing in which an investor only purchases securities when their market price is significantly below their intrinsic value. In other words, when the market price of a security is significantly below your estimation of its intrinsic value, the difference is the margin of safety.
02/09/2021 5:43 AM
JJchan The lowest shorties Volume was in 31May ( 539,000) Break this Core Volume, Buyback will
hasten ( Today 546,600 )
02/09/2021 8:55 AM
williamh Warming up for the reintroduce of GST and finally regulations of vape and HNB ,last calling one!or watch by sideline while BAT flying higher
03/09/2021 2:16 PM
Lanmum @auditorandconsultant, Really appreciate your sharing, thanks. Will keeps monitor. Take care bro
04/09/2021 6:25 PM
JJchan First time in a Year, RSS drops below 450,000----Today nett position--446,500
Any substantial cover back will push BAT to 20.0
08/09/2021 9:03 AM
SinGor You have to give atleast 95% trust to BAT Rm 22 Tp given by JPM....TopGlove today Hit 3.50. Most likely the most Heated / Contested TP in Bursa...My comment was instantly deleted the moment i mention TG JPM's TP (many, many times ..)
Now it is History.....Patiently waiting for BAT's TP RM 22.....Chun-Chun one says JPM
09/09/2021 10:49 AM
JJchan Now Parliament is keeping rumour WindFall Tax alive---WHY----Malaysia Gov is so Poor, every
Tax Ringgit counts-----You can assure Illegal Cigs is having a Tough Time
15/09/2021 10:57 AM
SandCoffee @JJchan - Windfall Profit Levy was already implemented long ago. Rumour is about the Government might increase the rate as the CPO Market Price is increasing drastically. It has nothing to do with Ilicit Cigarette.
19/09/2021 8:05 PM
auditorandconsultant Tomorrow I believe BAT will go up again.

Market sentiment was not very good in last week.

No need to worry. BAT is another hidden gem.

Undervalued stock.
19/09/2021 9:32 PM
Ntpboon 疫情肆虐,
市场有太多的不确定因素,
BAT每季都派息,
还是静坐等股息吧!
20/09/2021 8:07 AM
Ntpboon --------------------
-----------------------

除非这里有股仙,

业绩只能去问天。

只知买了英美烟,

股息可超六巴仙?

--------------------------
21/09/2021 4:03 PM
Pinky Pekebun mari dah

Ingat dia dah mangkat pasal Covid
23/09/2021 1:09 PM


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