Pahang state also hard to ban vape... Not easy, next quarter if revenue maintain n PAT also above 550/600 mil, BAT worth 8.90-9.00 or even higher. For Mr Diy which being pushed up by funds n research houses high TP, is more risky than BAT, fundamental analysis viewpoint, MrDIY should go down below 1.70, if profits continue to fall, 1.70 also overvalued quite a lot.

There is possibility that the sell down of banking shares recently due to 2% dividend income tax but still think the effect is not that huge. Some foreign investors will reduce their holding of shares but government move to tax richer Malaysians sound rational n tax rate of 2% on dividend above 100k is low indeed.

I bought this BAT in 2020, have received its dividends for 4 years. For some rising a question of why BAT as largest seller of cigarettes didn't raise cigarettes selling price.. For the situation of past 2-3 years, it is much better to maintain selling price or reduce Rm 0.80 or Rm 1 per pack in order to fight illicit cigarettes in the black market. The government can reduce illicit cigarettes market share to below 45 or 48% will help to boost profit level of BAT in next 2-3 quarters. Vape market situations or how BAT perform in Vape market should be analysed by research houses covering this counter..

KWAP n KWSP have been trading n playing short term in shares in past 4-5 years, if no solid negative news then most probably they selling while they feel the Regarding counter is overvalued or simply trading to earn quick money. LBS is long time property developer, below 59 cents sound attractive. The trend of many retail investors follow the buying or selling decisions of EPF then KWAP is not healthy, it may encourage the 2 institutes to be more active in trading shares..

BAT needs to see 1 more quarter result to confirm whether the company really turnaround or not, if next quarter Net profit also above 60 or 61 mil, the turnaround is even more solid, share price should be able to break 9.00-9.20. For next 2-3 days, buying momentum plus feel good atmosphere may push it to go up further but Friday rise a bit too fierce. Vuse in vape market seems like gaining market share if government put more effort to reduce illicit cigarettes, BAT maybe able to post higher than 63/65mil PAT for next 2 quarters.

Only Donator understood 99mart can go up to 2.45 due to goreng effect plus some fake Sifus promoting 99 mart even it is above 2.38-2.40..The profit level of 99 mart for 2024 is about 450 mil, even with 2800 - 2900 stores, it is amazing to think 99 mart worth more than 17 billion. Those wrote 500-600 words to make retail investors believe 99mart next 12 months trend would be 95% similar with MrDIY are ridiculous or maybe got bad intention.. MR DIY got 3-4 research houses to give super high TP to her during first 18 months of IPO whereas no reputable research house give TP of 2.00or above to 99 mart so far...

Roe is simple financial ratio, hope 60% of the retail investors known it without explanations from Mr Klee.. JUST look at ROE enough to analyze banking stocks? CIMB was not perform well during 2011-2017 but these 3 years improving in many areas..

SPY 133 really in share market for 30 years n holding PBB for 30 years? Your comment doesn't make sense due to few points. Since 2012-2013, Public Bank profit level started to grow slow, too conservative by the top management make it harder to compete with Maybank, Cimb n those larger banks like OCBC n so on. PBB fall into category of slow growth or stagnant blue chips since 5-7years ago. Selling PBB for uncertainty in next 3-4 years is nothing wrong..

Hug hug must be all in 99mart until thinking everyone willing to buy overvalued 99 mart with PE higher than 39...

Undervalued since fall below 39 cents... With China stimulate its economy, steel price will go up..

After goreng for 3 weeks, many speculators already earn more than 20%, time for profit taking.. May drop back to 2.20-2.30 in short time...

This Evergreen has been in 26-35cents for more than 2 years.. Hopefully turnaround in this year n climb back to 48 cents n above..

With the falling of quarterly profit n stagnant profit level in past 5 years, Nestlé is extremely overpriced.. The counter should drop to $90-93...

When will this overpriced Farm Fresh drop back to Rm1. 00.....One of the most expensive consumer stock in South East Asia..

With the performance of ICAP in past 12-18 months, the NAV can reach 4.40-4.50 in 6 months time (provided SP 500 maintains n no collapse) n more retail investors n COL continue to buying in, the gap should be able to narrow to just 10-13% in next few months....Those very pessimistic about ICAP, it is strange that they r still holding ICAP shares or even more strange that they r not holding any shares but come here to talk bad about Icap...

BIMB said TP is 3.04 then share price from RM1.70-1.80 climbed up to 3.10-3.20, amazing......Some good news then can be so bullish, until like MSM performing well in past 12 months...

Above expectation quarterly result, operators n retail investors want it to drop to 36-37 cents also nothing to say........Like MSM, kena goreng up until like near future very bright...:)

From 90 cents climbing up to 1.40 in 1 month time, still have many investors chasing n buying … amazing…

Most probably retail investors seeing the jump up of past 3-4 days then entering to buy some Dlady. If the volume of past 3-4 days are much thinner than the average of trading volume of past 2-3 weeks ... More likely will drop back to below RM25/25.50 if buying momentum continue to reduce...

Better quarterly result will push this counter to climb up to above 42 cents...

Why sell so fast ?

True, I also noticed the trading pattern of 3 days ago was weird n the price gone up like being manipulated by one force.......The jump of bid was not normal, the first day that DutchLady broke the RM24 price line n gained 1.20 plus. These 3 days trading continue to lift the share price to be above RM26.00 but first day really a bit strange type of trading pattern. But agree that in term of valuation, DutchLady is much better than FFB even though these 12 months, many retail investors n institute n EPF turn to buy in FFB, extraordinary high valuation for consumer good stock....

Not everyone here like sense n the guy follows the COL proposal on share buyback to lift the share price of Icap; Icap has performed quite badly in 2018-2020 maybe due to high cash level plus more than 20% gap below NAV. In these 2 year plus, the share prices n NAV have continue to climb up, with this positive trend, maybe after 9-12 months, the NAV can reach 4.50 or even higher. Short term investors n those think TTB is not a good fund manager always can sell most of the shares of Icap but for medium term investors, as long as NAV n share prices are growing much faster than EPF return rate , then it is one of the better choose for investor in this country.

Nice YouTube , gold can break USD2200 soon if the confidence toward US dollar being affected by higher n higher National debt…

The drop of corn n soy bean prices have been more than 25-30% in past 4-5 months versus USD only stronger about 6-8% compare to 6-9 months ago, LHI n those chicken farms should continue to post higher than past 3 years average quarterly profit….The strong USD will be reduced to less strong in near future as well …. call buy at 62-65 cents but asking ppl to sell while the counter dropped to 58-60 cents being abnormal but research houses n those savvy investors like to do that to affect those retail investors…

The risk n uncertainty is quite high, punters just want fast in fast out to earn 5-7%… Tomorrow, Bursa allow short selling for Ctos? It is possible to retest 1.05-1.07 again tomorrow…

It was really a shock that from 8.55-8.60 dropping to 8.08 in 2 days then jumped back to 8.21-8.22 when market closed. It is the pessimistic of many retail investors in past 2-3 months have made the share prices to fall from 9.00 to below 8.30 in past 1 month plus. Main factor still below average quarterly profit in previous quarter. Those monitor BAT should pay more attention to how BAT new products doing in vape market. With the current share price, it is strange that still hundred of people keep saying the risk n bad of BAT, those should be previous share holders who have lost some money or luckily sold all the share before 9.50 or 10.00......It seems like quite bad performance in past 2-3 quarter but it is hope that the company can maintain PAT of more than 50-52 million again if BAT can perform in vape market.

If more retail investor know the gap of NAV of Icap n its share price is more than 20%, with more existed shareholders intro to their friends, the gap can be narrowed within 1-2 years. Many investors still not that familiar with closed end fund. Share buy back can lift the share prices but doesnt really create value. But if the top management n board of directors first priority is to fight COL maybe some share buy back policy ( doesnt need to be aggressive ) can reduce the gap of NAV toward the share price.

Shouldnt drop to below 66-67 cents with fundamental is turning to be better ( corn n soy bean prices r dropping).........Market price being affected by short term players most of the time but its share price should be stable after today.....

Hi guys, the Edge got mentioned the market share of Vape industry in second half of 2023? As long as BAT gaining market share in Vape, coming quarter profit should be higher than previous quarter…

From the bottom price of 70-72 cents then climbed up to 88-95 cents 1 month plus ago … This week momentum push the counters to go up to RM1.13-1.16….

Krono needs to deliver above average quarterly profit in coming quarter to push up the share price…. Hopefully, more than 11 mil (PAT) in coming quarter…

Dividendguy with 30 years experience in share investment only suitable to buy in heavyweight like Maybank to get 6% dividend yield .. BAT is too risky for older guys … Maybank like public bank will be at price range of 8.50-9.30 in next 24 months ( if nothing big happen ), still better than Public bank which has been in the range of Rm3.90-4.50 in past 3 years ….

Hiap teck is one of the undervalue steel counters with high potential… Its previous a bit disappointed quarterly result plus HLG not so good TP have dragged the share price to go down to 38-39 cents from 44-45 cents 1 month plus ago …. I believe with its competitive edge n better profitability than other steel counters, Hiap teck worth above 50-52 cents….

BAT is not dead yet whereas many retail investors being terrified by pessimistic investor......BAT is quite reasonable at price range of 9.40-10.00, below 9.20 is kind of quite cheap.... At any counter, those giving negative comments being more aggressive than those still holding the shares, is what type of phenomena ?

One of the best steel counters in Bursa, 42-43 cents should be reasonable price to accumulate, many selling it while the company declare to come out money for Eastern steel expansion plan....short term view by many....

Dividendguy willing to share his share investment experience here is kind of nice but I m less pessimitic at BAT for next 3 years due to the next 2 quarter profit level should go up to 60 million n above by regain market share in Vape. By the way, what are the two most heavily invested stocks in your portfolio in 2023 until now??

I have read through 20-30 comments here, many said BAT has been in long term downtrend since 6-8 years ago n cannot just look at dividend yield to decide whether oneself wants to invest in BAT or not. It is quite obvious the dividend yield always moving up or down according to the movement of the share prices at one day( hopefully those more than 5 years experience in share market understand this basic) . I have quite different views with the views of Dividendguy due to I feel BAT already dropped to very low level when the share prices reached 9.10-9.15 few days ago. The main factors affecting the BAT share prices for next few weeks should be buying force versus selling force ( many ppl r selling especially those think Generation end game must be passed in 2 months time n those being affected by those experienced investors that BAT is hopeless since 5 yrs ago ) Another important factor that many at here seldom mention is whether the government able to continue to reduce the illicit cigarrete in the market n how well BAT pushing Vape to the market... If illicit cigarrettes being reduce another 15-20% ( or market share or legal cigarretes going up to above 60-63%), BAT net income per quarter should be able to go up to above 60-63 million. With the cheap valuation now, the risk just so so....... But it is truth BAT from Rm30 about 5 years ago to drop to current level of 9.20-9.50, I just started to buy BAT in 2020 with price range of 10.60-11.50.

Tomei is one of the most undervalued counters in Bursa ; with its profitability level n high NTA should worth above 1.40… Bad thing is many research houses r lazy to cover second n third liners plus many retail investors are only paying much attention to goreng counters ..

Hiaptek still undervalued at 43-46 cents range , its quarterly profit should continue to improve in next 2 quarters whereas HLG forget to rerate this better fundamental steel manufacturers after adjusting down the TP one year plus ago ….:)

BAT is quite cheap n high dividend yield at the price range of 9.10-9.50, n believe the cigarrete giant will grab back vape market that they entered in a bit late. Hopefully, coming quarter, the quarterly profit is about 57-60 million....

Focus point is another consumer stock that retail investors can pay attention to.....still quite low valuation, waiting for HL research to give new TP........ :)

Some retail investors keep saying they like farm fresh n they r valued investors.... But valued investors dont look at the valuation of one counter n dont feel doubt that why farm fresh posted 2 below expectation quarterly profits ....With extraordinary high valuatuon n PE, dont understand why the UK fund want to continue to buy in FFB? Long term investment for its potential or parking money into Bursa counter n waiting to cash out later when ringgit gone up against USD in next year??

Tomei is a good consumer stock n its profit has been increasing in past 2-3 years. With undemanding valuation n PE of lower than 3...It is a good choice for those want to use gold as hedge of inflation. For buying gold in Malaysia, only 2 ways one is buying physical gold coins or gold bar, second choice buying undervalued gold retailers like Tomei.. Besides high profit level, its NTA has gone up to above 2.70 with share price of 1.14-1.17, unbelievable...

Tomei got into pawn business but those are quite new into this industry n don’t think turn to red ocean so fast … Main competitors for next 2-3 years still the pawn business players in market ; PPjack extraordinary good quarterly profits in last 3-4 quarters giving investors more confidence toward EMCC… short term target should be 47-50 cents…

With PPjack profitability as model, Emcc should be able to go higher than 38-39 cents with above average momentum..

This forum if can get input by those long time investors will push up the standard of the retail investors in Malaysia, anyway thanks for inputs n thoughts by Dividendguy even though had sold out most of the BAT. BAT facing declining profits in last few quarters, I entered into BAT in 2020 ( roughly that time), entry time it looked like BAT ngam ngam reached the bottom level at that time....My average cost is not that high if compare to those buying this counter since 2016-17. BAT is an international company n the top management should put effort to catch up the market share at Vape market ( even though they were late to get in ). As U said, it is not correct or wrong to foresee the near future profit level for one counter, some find it is attractive at this below 9.80 level , some think the quarterly profit will keep falling, worth less than 9.00. Thanks MOBAjob for his views as well....

Property market still slow even in first half of next year due to purchasing power of many Malaysians just so so n if next year the US falls into recession or China property market bubble get burst , next year Malaysia property market back to pessimistic like 2020-2022…. It looks like property counters just being pushed up by short term players …

It looks like many come here to talk craps than giving meaningful comments. Integrity intelligent 's view is more rational than Calvintan . Dutchlady has lower quarterly profit in last 2-3 quarters but when the new plant start to operate, should be able to deliver better profit level n at the same time, I feel farmfresh is not a good choice for those want to invest in consumer product counters due to low profit level plus rich valuation.

It is strange that dividendguy has been too active at this BAT column even though he has sold all or most of the BAt.....Keep telling ppl to sell BAT as the nice guy to ask ppl dont be stubborn.......May i know what other counters in your portfolio n are U more in fundamental analysis or technical analysis? Any one know more detail what going on in the Vape market? For BAT to get better quarterly profit for next 2 quarters, the investors n top management just need the government to work harder to reduce iilicit cigarettes in the market..........BAT is undervalued if below 9.80, with so many ppl coming to this i3investor to give negative comments, either they know more or some force want to pull down the share price of BAT........ Not many research houses giving new TP for BAT in past 2 months....