Posted by speakup > 2 months ago | Report Abuse

I remember bat long time ago was over rm50

Posted by DividendGuy67 > 2 months ago | Report Abuse

I was around when it hit RM74 peak and long before that.

When it first fell below 50 to a low of 40+, people said it was cheap and so, when it went back up briefly to 56 it validated the "average downers".

But that was the last time it stayed above 50. After that, it keeps making lower highs and lower lows. Those who previously averaged down and validated, now find their average down strategies hurting them even more.

Market likes to zig zag, to fool a lot of the "average downers".

Investing doesn't have to be difficult. Just pick a good quality fundamental stock that is trading upwards for the past 20 years or so. Wait until it drops to buying zone and then do nothing. Better if it pays dividends too.

Posted by williamh > 2 months ago | Report Abuse

Bat is absolutely undervalued now due to the transition of traditional to e and vape and shortists keep talking down,its no doubt traditional is on the down trend but it’s the vape for the new generation that keep glowing soon it will be the major revalue and profit and ultimately taking over the traditional,I keep accumulating,imagine if it dropped from 40+- to around 8 now, why not,70+ was when bat still had the factory here not after, my target is 80lots, cheers

Posted by DividendGuy67 > 2 months ago | Report Abuse

@williamh, how large is 80 lots as % capital?

Sorry, still no signs of turnaround. Q1 EPS keeps declining every year, and with declining EPS comes declining price:

Year - Q1 EPS
2015 - 85.2 sen
2016 - 61.5 sen
2017 - 41.6 sen
2018 - 33.7 sen
2019 - 31 sen
2020 - 17.8 sen
2021 - 22.1 sen
2022 - 18.3 sen
2023 - 14.1 sen
2024 - 10.5 sen

I don't have a good feeling about my very small, short term, long trade position.

Posted by DividendGuy67 > 2 months ago | Report Abuse

Fwiw, I prefer to see my green positions like UOADEV, TAMBUN, LCTITAN (accumulated at RM1), RAPID, PPHB, HUPSENG and many other greens offsetting reds (such as BAT) to help make my portfolio to new all time highs again today. Looking at BAT doesn't give the same feeling.

Posted by DividendGuy67 > 2 months ago | Report Abuse

Looking at Q1 EPS from 2015 to 2024, it has always been double digit sen. 2024 drop to 10.5 sen (from 85.2 sen back in 2015) is a bad sign, as Q1 has included Vuse and Vape products.

The critical case will be future quarters - will BAT quarterly EPS falls to single digit sen. IN particular, if Q1/2025 EPS is below 10 sen, that means Vuse and Vape strategy has not worked to give a turnaround.

In times like this, watch your Position Sizing. It is the NUMBER 1 rule - you can't afford to have a large position here and then hold for a long time, as EPS keeps falling and falling and falling with each yearly QR report.

Posted by DividendGuy67 > 2 months ago | Report Abuse

Hmmmn ... historically, BAT's quarterly dividend is always double digit sen, but last quarter DPS is 10.0 sen exactly. I wonder if we will see single digit DPS in 2024?

It might not happen in Q2 and Q3, as seasonally, that's BAT's strong EPS and DPS. However, Q4/2024 and Q1/2025 will be the worry.

I am looking for a spike to get out in the short term at a small profit.

Posted by DividendGuy67 > 2 months ago | Report Abuse

Set sell all at 8.9 GTC limit order. Will stop watching this stock. Cheerio!

Posted by speakup > 2 months ago | Report Abuse

dividendguy67 u are Bat Man!

Posted by BradonOoi > 2 months ago | Report Abuse

Nope, he is a Selling man 😄

Posted by MOBAjobg > 2 months ago | Report Abuse

I like the post as quoted below.
I prefer not to pay a hefty premium for a stock that I’m convinced is still being plagued by a significant percentage of EPS contraction yearly.

Posted by ivanlau > 2 weeks ago | Report Abuse

If based on forward eps 45x 17 pe, the fair value only rm 7.65, today closing rm 8.30, think about that .........

Posted by DividendGuy67 > 2 months ago | Report Abuse

@speakup, haha. I prefer to position my portfolio to make new all time highs, than be stubborn on any one stock. I temporarily forgot the declining EPS in BAT when I looked at the chart - in a period of temporary insanity, I bought 1000 shares at 8.5 before it went ex-div. Silly me. Later on the weekend, I realized I made a mistake, hence, the GTC sell order. Hope it triggers before this year end.

Meanwhile, this article explains my investing approach, my goals of investing and provide better context. Today, I was pleasantly surprised that my portfolio made new all time highs again. The size of increase is the largest since I started tracking 8 months ago. Total number of new all time highs is 44 times, averaging 5-6 times per month.

My advise to all is don't be stubborn or loyal to any stock. If we make a mistake, get out. Move on to other stocks. Position your portfolio to make new all time highs.

https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-06-11-story-h-159701327-Portfolio_All_Time_High_Profit_Watermark_June_Update

Posted by BradonOoi > 1 month ago | Report Abuse

We will get the dividend next Thursday. Prepare to use the money to reinvest if BAT falls to certain cheap price

Posted by SinGor > 1 month ago | Report Abuse

BAT should follow UK parent doing Shares BuyBack. Any Buy back will lift price to RM30

Posted by BradonOoi > 1 month ago | Report Abuse

Sadly, no proposal for share buybacks for this year's agm
https://www.batmalaysia.com/attachments/medMDD5PFPM.pdf

Posted by williamh > 1 month ago | Report Abuse

Maybe it’s the preparation for the buying back at lower cost within the target

Posted by Skywalker00 > 1 month ago | Report Abuse

It’s just going to be another trend of paying dividends while the stocks depreciates,,, I used to believe there’s hope of recovery,,,,, but .,,,, looks so hopeless as a business,,, it’s a matter of what price is saturation based on PE

Posted by williamh > 1 month ago | Report Abuse

I believe even the most patient person is starting to think otherwise for sure a long down treading but I guess it’s returning to the starting point and so I position myself and closely watched the completion of the transition from the convention to the new generation e n vape

Posted by BradonOoi > 1 month ago | Report Abuse

What a great article about e-cigarette
https://truthinitiative.org/research-resources/emerging-tobacco-products/e-cigarettes-facts-stats-and-regulations

Posted by SinGor > 1 month ago | Report Abuse

Addiction is a Gene pass-on by anunnaki, the Homo sapien creator....Strictly not
our fault. They gave us the praying gene and addiction is a by-product----As USA Gov
not controlling nicotine, my guess is other Drugs are far, far more dangerous And
of course China has a grudge to settle---American supplied Opium to control China
100years ago and now China return American a favour by supplying hundreds tonne
of Mets to Americans

Posted by BradonOoi > 1 month ago | Report Abuse

Don't blame the Homo sapien creator if get addicted on something. It's a choice to get addiction

Posted by williamh > 1 month ago | Report Abuse

The ceo should resign for bat has been going south for at least the last 10 years,revenue, profit and share price getting lower every year,it’s the worse company in the world,it’s one way only,did anyone can find any worse company like bat in the world

Posted by SinGor > 1 month ago | Report Abuse

Separately, BAT says it bought back 31,233 shares at average 2,468.96 pence on Friday last week. BAT has said it plans to buy back shares worth GBP700 million for 2024, and this will be followed by a GBP900 million buyback in 2025.2 days ag
____________________________

England Mother is buying back shares so will Malaya son follows???????

Posted by BradonOoi > 1 month ago | Report Abuse

Smuggling cases continue to occur ..

https://www.nst.com.my/news/crime-courts/2024/06/1068026/customs-foils-rm154mil-cigarette-smuggling-attempt-port-klang

Posted by SinGor > 1 month ago | Report Abuse

there are many desperate people, Dead by ah loong knives Or smuggled Cigs--if got caught, only 6--7years
between Bars ( but Debt free later )

Posted by BradonOoi > 1 month ago | Report Abuse

Not so long. If Cig smugglers got caught, they would get fined or be sentenced to imprisonment for not less than six months or not more than five years, or both.

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Posted by SinGor > 1 month ago | Report Abuse

BradonOoi
Not so long. If Cig smugglers got caught, they would get fined or be sentenced to imprisonment for not less
_______________________________

Judge's sentence is by Container---One container 5 years ( how about 10 containers got caught? )
But if you know the Right person---every container you under Table 1 million, even 10 containers you
get not more than 3 months after deduct Holidays ( I heard this type stories every month before Anwar
came-in ( Now i donT know )

Posted by BradonOoi > 1 month ago | Report Abuse

I see. Thanks for your info, SinGor

Posted by BradonOoi > 1 month ago | Report Abuse

As the tobacco is heated and not burned, there is no smoke, and the levels of harmful and potentially harmful chemicals in the generated aerosols can be significantly reduced compared to combustible cigarette smoke 😏

https://www.thestar.com.my/news/nation/2024/07/08/balancing-regulation-and-harm-reduction

Posted by BradonOoi > 4 weeks ago | Report Abuse

Hospitalizations on the rise among young Vietnamese due to e-cigarette poisoning. People will switch back to traditional cigarette. ha 😁

https://e.vnexpress.net/news/news/hospitalizations-on-the-rise-among-young-vietnamese-due-to-e-cigarette-poisoning-4768720.html

Posted by williamh > 3 weeks ago | Report Abuse

There were people behind trying to manupulated the prices by pos ting many misleading and unfounds new

Posted by BradonOoi > 3 weeks ago | Report Abuse

Only big sharks can manipulate the prices, dude. haha

Posted by Havefun > 3 weeks ago | Report Abuse

When is the result announcement?

Posted by BradonOoi > 3 weeks ago | Report Abuse

Tentatively next Friday

Posted by BradonOoi > 2 weeks ago | Report Abuse

That's interesting
https://www.news-medical.net/news/20240719/New-electronic-cigarette-products-may-couple-nicotine-addiction-with-gaming-disorder.aspx

Posted by 5354_ > 2 weeks ago | Report Abuse

Today out. EPS 12.7 sen, div 12 sen.

Havefun

When is the result announcement?

6 days ago

Posted by williamh > 2 weeks ago | Report Abuse

EPS 12.7 sen turning around?

Posted by 5354_ > 2 weeks ago | Report Abuse

BAT's valuations are attractive, says CGS International
https://theedgemalaysia.com/node/720305

Posted by BradonOoi > 2 weeks ago | Report Abuse

HLIB ceased coverage of BAT as it believes the group's outlook faces a structural decline while investor interest is lacking 😓

https://api.nst.com.my/business/corporate/2024/07/1081353/sales-british-american-tobacco-continue-downward-trend-rhb

Posted by BradonOoi > 1 week ago | Report Abuse

Never 'eat' cigarette in Singapore, or you will get fined $1k 😆

https://www.malaymail.com/news/singapore/2024/07/30/i-didnt-know-its-an-offence-singapore-man-53-eats-teens-cigarette-to-thwart-enforcement-officers-ends-up-with-s1000-fine/145457

Posted by SinGor > 6 days ago | Report Abuse

With USA cutting Rate, Bank Negara cannot raise rate making BAT dividend yield King of the Road

Posted by williamh > 6 days ago | Report Abuse

Market is responding to the Gathering yesterday at the stadium

Posted by BradonOoi > 6 days ago | Report Abuse

Still not cheap enough to enter. ha

Posted by Loh Kok Wai W > 5 days ago | Report Abuse

7.50 on the way..

Posted by MOBAjobg > 5 days ago | Report Abuse

Hopefully, the day will come when your faithful bets on BAT stock can be worth it.

Posted by dompeilee > 5 days ago | Report Abuse

Bought more @ $8.08! Dogged determination that will one day yield an eventual patiently-awaited capital gain...for now the $10,218 in earned dividends & nearly $500 upcoming next will have to be enough...

Posted by Donator > 5 days ago | Report Abuse

buy today to get dividend

Posted by BradonOoi > 3 days ago | Report Abuse

and then reinvest it when receive the dividend on 22th 😁

Posted by Donator > 3 days ago | Report Abuse

ya, done this for few year dy