Posted by Ahmadahmad88 > 2020-05-21 17:11 | Report Abuse

Pak Ahmad dah cakap.

Posted by limitupupup > 2020-05-21 17:12 | Report Abuse

not abt dividend anymore, it is stock price depreciation. Getting high interest but losing capital. Do the maths

Posted by RainT > 2020-05-21 17:16 | Report Abuse

bad result

profit drop

Posted by silverwave > 2020-05-21 17:18 | Report Abuse

drop to may be 11 tomorrow? thinking of averaging down

Posted by RainT > 2020-05-21 17:20 | Report Abuse

faster limit down

i want mega sales for BAT

Posted by soros228 > 2020-05-21 17:24 | Report Abuse

still got 50 m profit, where to find la.
buy in dip.

Posted by mf > 2020-05-21 17:28 |

Post removed.Why?

Posted by Huatexpert > 2020-05-21 17:28 | Report Abuse

PE - 19.558
EPS 0.17 x 4 = 68 cent per share.
Yield = 5.11 %
Normal yield is > 7% for BAT.
I think more room for corrections for current price.
Revenue and Earning both dropped...

Posted by Nepo > 2020-05-21 17:28 | Report Abuse

Any improvement on curbing the smuggling activity?

Posted by Super_Ivan_Man > 2020-05-21 17:29 | Report Abuse

wait you at 11 ;-)

Posted by Nepo > 2020-05-21 17:35 | Report Abuse

If there is an improvement in curbing the illegal cigarettes, then share price won't affect much

Posted by Ahmadahmad88 > 2020-05-21 17:35 | Report Abuse

bulan 4 sampai 6 satu hal lagi.

Posted by williamh > 2020-05-21 17:39 | Report Abuse

It will go up tomorrow,let see my guess...

Posted by troy88 > 2020-05-21 17:45 | Report Abuse

Bad result but not too surprising considering the situation. One year ago the share price was around 30. It is now less than half of that. I expect the share price to drop but not sure how drastic it will be. What do the other BAT investors think?

Posted by williamh > 2020-05-21 17:45 | Report Abuse

Will be programming buy at 13.10 tomorrow,

Posted by chonloo13 > 2020-05-21 17:46 | Report Abuse

Hopeless stock

Posted by williamh > 2020-05-21 17:51 | Report Abuse

I believe it has been factored into the present price and the funds will be waiting for any short term disposable and closing high at the end of the session

Posted by soros228 > 2020-05-21 18:14 | Report Abuse

MCO still got profit, not bad.
ill hold.

Posted by Stubulow > 2020-05-21 18:21 | Report Abuse

Can get 10 tomorrow ah? I want buy

Posted by ivanlau > 2020-05-21 18:43 | Report Abuse

BAT really become BAD...... QR become worse and worse...... all the investors love the good prospect stock . Unfortunately BAT not under this category...... bye bye bat........

Posted by Equityengineer > 2020-05-21 18:50 | Report Abuse

The alarming situation is contraband, imagine 60% shares belongs to them .

Posted by Alex™ > 2020-05-21 18:54 | Report Abuse

not bad, dunhill still can huat

Posted by ivanlau > 2020-05-21 19:09 | Report Abuse

Chill88 , your comment just similiar like GOLDEN SUMMIT guru - Sochai Chong , he used to say dividend 10 % scare what , buy call this stock from rm 20 to 15, then finally no sound at all liao...... hahahaha..........

Posted by Keyman188 > 2020-05-21 19:11 | Report Abuse

Tomorrow can catch below RM 10 ???......

My cost only 9.95.......so reload somemore if this few days (before dividend ex-date)......

1.70% per quarter dividend return again bank FD 2.10% per annum......

kekeke...kekeke...

Posted by RainT > 2020-05-21 19:16 | Report Abuse

this few days many good companies come out bad quarter result

but the next day opening the share price is not limit down also

example such as PENTA, KRONO, SPSETIA

i think those who want to sell already sell all, and those who is still holding is already well prepared for bad result already

Posted by Keymakerx > 2020-05-21 19:16 | Report Abuse

I also want below 10, let me know tomorrow if got haha cannot wait!!!!!!!!!!!!!!

Posted by RainT > 2020-05-21 19:16 | Report Abuse

so similary , BAT wont drop much tomorrow, maybe

if mega sales for BAT , i will sapu

Posted by Keymakerx > 2020-05-21 19:19 | Report Abuse

I hope got fire sale tomorrow, huat ah!!!!!!!!

Posted by limitupupup > 2020-05-21 19:19 | Report Abuse

sure got sales tmr cashout before raya

Posted by Danielgsk > 2020-05-21 19:39 | Report Abuse

Sustainable business? What a crap.

Posted by Danielgsk > 2020-05-21 19:43 | Report Abuse

Dont use MCO as an excuse. This is an outright systemic issue which is beyond the management control.

Posted by JJchan > 2020-05-21 19:49 | Report Abuse

Bat has almost No sales on 1st lockdown (18 March--30 March---within 1Qr result ) That is main reason revenue plunged so much.
However things should get better after March (within coming 2Qr results) MCO has decimated
illegal Cigarette while BAT had figure out how to manage Delivery of Cigarette to retailers. I think
BAT is basically selling stock from warehouse ( minimum 1 month stock level--maybe more ) As workers are also lockdown----Still think this is just a one Qr. hit on Sales-----Tp still RM15 for the
rest of the year

Posted by Chill88 > 2020-05-21 19:50 | Report Abuse

ivanlau, I deleted my positive comments as I want to buy more at cheaper price. Please sell to me.

Posted by BATFLY > 2020-05-21 19:55 | Report Abuse

BAT still attractive considering bank low int rate and many companies making losses during MCO.. Stay strong and calm ya..

Posted by batman666 > 2020-05-21 19:55 | Report Abuse

Illicit ciggarettes actually running out. I know people from that industry.

Posted by Investman1981 > 2020-05-21 20:03 | Report Abuse

See how is market reaction to poor result tomorrow. Never thought below 25 cent dividend

Posted by JJchan > 2020-05-21 20:04 | Report Abuse

There is absolutely no indonesia Cigarette in Port klang area (as normal Sale Venue) I move around these area ---everyday for 2 weeks now ( maybe hidding in other place, i don't know )

Posted by williamh > 2020-05-21 20:05 | Report Abuse

My predictions it will be unchanged by the end of the day

Posted by Danielgsk > 2020-05-21 20:07 | Report Abuse

To clarify, two weeks lock down for qtr1 and 1 mth for qtr 2 (april) means performance will be even worst for the coming qtr.

Posted by Yeo Michael > 2020-05-21 20:09 | Report Abuse

Have the 1Q financial result release?

Posted by Simon_khoo > 2020-05-21 20:10 | Report Abuse

With COVID-19 pandemic , profit is considered commendable! Just looks at genting Msia, also released Q1 results, -418m!

Posted by troy88 > 2020-05-21 20:13 | Report Abuse

I think now the value of the business is closer to the share price. Previously BAT was heavily undervalued. I am not sure but I think it may drop a bit in the coming days as humans always get scared when they see a double digit profit decline but I think it will bounce back again. This is still a profit making company despite the Covid crisis unlike some others who are in the red.

Posted by Danielgsk > 2020-05-21 21:03 | Report Abuse

Thanks all

Posted by Simon_khoo > 2020-05-21 21:18 | Report Abuse

Institutional investors & fund managers won’t sell as they will collect the dividend for their investments

Posted by kelvin61 > 2020-05-21 21:21 | Report Abuse

The biggest con job are the glove counters making peanuts and paying paltry dividend but the shares are at ridiculously high prices and PE. The gullible followers are chasing for fast profits. They will eventually get burnt due to short memories, cheers.

Posted by soros228 > 2020-05-21 21:24 | Report Abuse

well said kelvin, as long as we smile when we get the dividend.

Posted by focusinvesting > 2020-05-21 21:57 | Report Abuse

After analyzing the Q1 results, my thoughts have not changed. The company is probably trading at fair value even if we considered a 40% to 50% drop in profit for the year 2020. Here's why...

https://focusinvesting484855354.wordpress.com/2020/05/21/fundamental-analysis-british-american-tobacco-q1-2020/

Posted by Danielgsk > 2020-05-21 22:24 | Report Abuse

Fyi, glove is totally diff species. Especially supermx.

Posted by Samuels > 2020-05-21 22:58 | Report Abuse

I like old man stock, cannot tahan up too fast one so can la tomorrow we can get below 10, cheers!

Posted by JJchan > 2020-05-22 04:25 | Report Abuse

I think 2Q. Revenue will be higher than 1Qr.----illegal cigarette market share control 60% of demand. People will smoke, mco Or no mco. BAT brands are sold to higher income group and
gets little or no demand from lower income users. However during MCO, illegal cigarette sources
are terminated, Rothmas( cheaper price brands from BAT) should capture most of illegal Cigarette
market share ( demand might falls but illegal Cig. market is 60% of total market demand is No small number )