Hi Sifu Micheal,

need your advice. Im holding the following counter

Olympia 150000 units @0.135
Biohldg 200000 units @0.220

0.5 sen dividen = 4.3% better than put into FD

The mco only interrupt their duty free sale which is not new in last year and current situition. The extra stocks(100mil) can sustained 4 weeks was announced by management. this extra 100mil be found in their last quarter report (inventory).

Fund portfolio adjustment. Let's see tomorrow

the authorities have seized approximately 76.2 million sticks of illegal cigarettes that came through the coastal route in the first quarter of 2021 alone.

This marked a significant jump when compared to 34 million sticks of illegal cigarettes seized in the whole of 2020, based on news reports.

Hi Sifu,

I'm still got 20k buffer, ACO look good will consider it, Any suggestion for my current below stock should i sell it or hold since you warn going to have big drop?

L&G - 50lots@0.125 (long term with no dividend)
OCK - 10lots@0.520 (mid term with no dividen)
BAT - 2lots@13.80 (Long term with dividend)


Posted by Michael Kwok > Apr 24, 2021 4:32 PM | Report Abuse

Aco buy call 32.5.Sell at 40 percent profit.Calculate urself.

Posted by freeze789 > Apr 24, 2021 12:39 AM | Report Abuse

Dear Sifu,

You mean expect in 3 quarter(probably big drops coming)?

Need you advice for below stocks:

L&G - 50lots@0.125
OCK - 10lots@0.520
BAT - 2lots@13.80

Dear Sifu,

You mean expect in 3 quarter(probably big drops coming)?

Need you advice for below stocks:

L&G - 50lots@0.125
OCK - 10lots@0.520
BAT - 2lots@13.80

AGM Meeting - very positive feedback for this year and at least 90% dividend to be maintain.

This time you are right. KYY.

sunbird, you are right. The TP is not that important. On coming Q1 2021 result will tell everything.

Those analysts with forecast with low TP recently + issued those cheap call warrant in last year. You should know the reason behind.

Are you ready?

KUALA LUMPUR (April 7): The Tan brothers of MR DIY Group (M) Bhd — Tan Yu Yeh and Tan Yu Wei — together with Westports Holdings Bhd’s Tan Sri G Gnanalingam are new entrants into Forbes' billionaires list this year.

(q4 2020) 5-1=4 and (q1 2021) 6+1=?

BAT spend about 4-8mil per Q to restructure the group in last 2 years. This expenses cost was ended in last Q4 2020. What do yo think next Q result?

and then expect DIY going to sell all related cigarettes and vape products in future.

in last 3 months is underrated and now is overrated. haha

next will be 0.260

Latest annual report - Tan Yu Yeh & Tan Yu Wei

Fuiyoo. BAT second larger shareholder hold by Mr.DIY's both bossess.

Forming CUP and handle before AGM?

Thank you Michael

Hi Michael,

Good Day Michael, Could have your expertise view on "BAT" counter my average price RM13.80. Good to hold?

Chance to collect

When shark offload share, all good news and wonderful dream will non-continue announce..haha.

Please check turnover rate 84%@0.360 (16 feb 2021) and 38%@0.900 (25 feb 2021), whole company have successful transfer to retailer. now is the time to offload remainning stock.

Please refer MMAG for ur reference.

FAIR VALUE = RM17.55 forgot divide to 100 right? should be RM0.175

you are right

So many short here short there meh, is Fund portfolio rebalancing lah.

Icic, appreciate much.

JJChan and Ironshirt, you mean BAT since 2021 already involve sell Vape Liquid? i thought BAT still waiting for license to sell those Vape product?

1 C2 IB can fight with all IBs? are you kidding me simon khoo?

This called "malaysia boleh". Apa lanjao also can. this is our culture. How to compare ".." animal with singapore?

for short term is ok..but long term 0.200 sure can ..still got 100mil unbill property. Management already give you hints want to clear up in this year.

their stock inventory top up to double to prevent insufficient stock in last year experience.

In short Vape going to launch in this year in Q2

Who want to throw faster throw to IB. IB still not enough bullet to push up.

going to break soon

no worry.next Q sure qoq and yoy sure increase.

BAT had already restructure since q4 2019 till q4 2020. during this whole year bat still able to keep their profit and performance 2021 budget in ..JTI just start restructure that is why their income and share drop badly from few days. the situation is different.

Eventhrough can travel. No longer have duty free zone for most of the zone

Oic. thanks for the info

I thought EPF no longer hold BAT. Because this stock categories as non-shariah compliant.

Happy New Year to All, Heng Onn Huat ah!!!!

10 Feb BAT 4 2020-12-31 660,229 ↓ 0.3% 72,720 ↓ 25.6% 25.50 27.000 Vie

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