Posted by Orange168 > 2020-05-22 09:05 | Report Abuse

rubbish stock

Posted by RainT > 2020-05-22 09:08 | Report Abuse

ceh

down 12% only

no mega sales for BAT

Posted by MJ Lee > 2020-05-22 09:11 | Report Abuse

gg.com.

Valuation around rm9-10 is okay. above is consider abit expensive

Posted by IconForever > 2020-05-22 09:12 | Report Abuse

MCO only started on 18th Mar how can police catch illegal contraband logical? Next QR should improve.

Posted by troy88 > 2020-05-22 09:17 | Report Abuse

Those dreaming of 10 ringgit in just 1 day must be living in a fantasy. This is a long term consumer stock, of course it will suffer during this Covid crisis period. Still profitable and still giving out a decent dividend. If you don't have holding power you are not meant to invest in this stock.

Posted by Chill88 > 2020-05-22 09:18 | Report Abuse

Bought already. Surprisingly it has one of the higher drops in share price compared to genm, petronm, etc.

Posted by troy88 > 2020-05-22 09:23 | Report Abuse

When times are bad for BAT like this Covid crisis period you buy for long term and just enjoy the dividend. After Covid crisis ends, all bargain hunters of BAT who were patient will be rewarded. It is worth the wait.

Posted by EngineeringProfit > 2020-05-22 09:26 | Report Abuse

For the 6-8% dividend kah?

Posted by soros228 > 2020-05-22 09:29 | Report Abuse

add more at 11.86, well said troy88, will keep for dividen

Posted by limkokthye > 2020-05-22 09:32 | Report Abuse

bat no more hope d

Posted by troy88 > 2020-05-22 09:33 | Report Abuse

I am not sure why but haters of BAT want it to fail. It is still standing and still can make 50 mill in a bad quarter and give 17 cents dividend to shareholders. This is a stock that Warren Buffet would probably buy when it is low because he looks at value long term prospects and dividend yield.

Posted by Simon_khoo > 2020-05-22 09:36 | Report Abuse

No bad. Still standing despite the panic sell by short term traders. It will crawl back slowly later today...

Posted by investory321 > 2020-05-22 09:39 | Report Abuse

haters want to collect at lower price mar, haha

Posted by soros228 > 2020-05-22 09:40 | Report Abuse

exactly Buffet will buy this stock, most of the KLSE reported loss in this quarter, BAT still make 0.05 billion what else we want. still look vvery sexy, buy on dip for long term

Posted by Chill88 > 2020-05-22 09:42 | Report Abuse

For all the naysayers (and supporters): Do you know any other stock that can give above 5.5% dividend yield and still paying out dividend during MCO?

Posted by IconForever > 2020-05-22 09:55 | Report Abuse

QR purposely show bad under previous CEO? Starting Apr new CEO must show improvement now onwards?

Posted by superman_ > 2020-05-22 09:55 | Report Abuse

Price drop is very normal for BAT's qr report against illegal cig, for those who bough BAT should know about illegal cig that grab a big potion of BAT business. You think it will drop for coming days and weeks? I dont think so, we will see nombor 13 again... Btw, low dividend is better then NO dividend ya.

Posted by superman_ > 2020-05-22 09:57 | Report Abuse

Never forget BAT have power to crawl from red to green within ONE DAY, we all witness that.

Posted by troy88 > 2020-05-22 10:02 | Report Abuse

I remember during the stock crash in March, some people were hoping it would drop to 6 ringgit, now after a bad QR report they want it to go below 10 ringgit. I don't know what these guys are smoking, it surely isn't cigarettes.

Posted by superman_ > 2020-05-22 10:04 | Report Abuse

Yes @troy88, anothee thing is, for all of us who are shareholder, when you always monitor BAT, you will roughly know what operator 'allow' to happen, and not. Stock is up and down, if not, how to made money????? :D I am happy i sapu at 11.78! Cant you believe that!!!

Posted by Nepo > 2020-05-22 10:11 | Report Abuse

The custom authority really sleeping, not doing their job properly..illegal cigarette takes 69% market shares...poor custom check...

Posted by Cloudboy > 2020-05-22 10:12 | Report Abuse

Sold all my holdings ...Bought average 10.20++ earlier on between Mar and Apr 2020

BAT biggest problem is illicit cigrattes...

With the economics downturn and consumer budget constraint...smokers will cut cost and turn into cheaper ciggrattes...

Some illegal dealer went as far as selling online ...provide door to door deliver service.

With uncertainty of our politics....im doubt ..their priority on this illiicit ciggrattes issue

Travel lockdown(reduced duty free sales)...bar and entertainment center closed.....

Uncontrolled of sales and marketing of e-ciggrattes...and etc....have a big impact of BAT

Its a HUGE mountain to climb to remove all this obstacles...

There are a lot of choice of stock out there.... that provide 5 -6 % dividend.. i will give it a pass on BAT...

Posted by 240902 > 2020-05-22 10:19 | Report Abuse

agreed with Superman....will back to Green within day.....hope to happen today..thanks

Posted by troy88 > 2020-05-22 10:24 | Report Abuse

Those short term investors who made money already can leave. I don't blame them. I repeat, BAT is a long term stock (not even mid term). Can't wait then better leave.

Posted by Nepo > 2020-05-22 10:29 | Report Abuse

OK, i accept the explanation that custom officers should sleep at home during MCO..
No wonder illegal trading spike up at that time.

Posted by Hush77 > 2020-05-22 10:32 | Report Abuse

the earnings drop by 14 cents this qtr which if annualised is 14 x 3 = 54 cents..
however today it already drop $1.30...

Posted by Simon_khoo > 2020-05-22 10:43 | Report Abuse

Over react especially short term investors, panic sell in the morning. Expect it to slowly crawl back, surely

Posted by superman_ > 2020-05-22 10:59 | Report Abuse

Is panic selling, not just BAT, others stock also experience sharp drop, just that BAT have add on feature, qr. :D

Posted by soros228 > 2020-05-22 11:27 | Report Abuse

Safer to be in BAT especially at downturns
Got divident for raya.

Posted by Jeffreyteck > 2020-05-22 11:36 | Report Abuse

New G, better hope to resolve illegal one amid potential to eliminate corruption and to further strengthening enforcement?

Posted by nbrlatex > 2020-05-22 12:00 | Report Abuse

below rm 10 soon .

illegal totaly cannot solve .

Posted by JJchan > 2020-05-22 12:02 | Report Abuse

This Kenanga analyst just said what his Boss want him to say. Bossku want to Buy cheap.
Just speak rubbish.He never give timeframe of lockdown--1st lockdown is 100% no movement, He don't know Bat distribution channels working-rate after 1st lockdown

Posted by Junichiro > 2020-05-22 12:09 | Report Abuse

But MIDF sings a different tone.

Posted by nbrlatex > 2020-05-22 12:27 | Report Abuse

PE 12 = < Rm 12

Posted by nbrlatex > 2020-05-22 12:28 | Report Abuse

became sunset business at malaysia

Posted by Jeffreyteck > 2020-05-22 12:42 | Report Abuse

BAT prospects hit as illicit trade thrives amid MCO..... news reporters or analysts trying to convey what messages? How can it be "thrive" during mco? Hahaha.
Anyway, agreed is sunset and also not healthy products. But without it will be worst as all will be illicit then.

Posted by rojakmee > 2020-05-22 13:13 | Report Abuse

Illicit trade taking over BAT sales, no future for BAT

Posted by EngineeringProfit > 2020-05-22 13:31 | Report Abuse

Backdoor reign kah?....

......got backdoor cig kah?

Posted by nbrlatex > 2020-05-22 13:32 | Report Abuse

rm 8 soon . tmr drop again
pe = 12

Posted by Nepo > 2020-05-22 13:36 | Report Abuse

Sigh! addicted product, how come human can resist?
Cigarette industry never being a sunset industry if u a smoker u will understand..

Posted by EngineeringProfit > 2020-05-22 13:39 | Report Abuse

Backdoor reign kah?....

......got backdoor cig kah?

Posted by Equityengineer > 2020-05-22 13:42 | Report Abuse

It’s not sunset business, 60% share goes to contraband. Government not doing anything as usual the underground world boss put the official in pockets. They have their own ecosystem, one of the factor obviously due to high tax imposed for cigarette.

Posted by EngineeringProfit > 2020-05-22 13:53 | Report Abuse

Underground bosses and backdoor gomen got any connection?

Posted by EngineeringProfit > 2020-05-22 13:54 | Report Abuse

Sharing same faith kah?

Posted by chonloo13 > 2020-05-22 13:54 | Report Abuse

Maybank TP price : 13.50
HOLD

Posted by soros228 > 2020-05-22 13:55 | Report Abuse

Covid all profit down.
Hold longer a bit.
Profit will come back la.
Go holiday and raya la.
Next year raya, sure up la.

Posted by JJchan > 2020-05-22 13:56 | Report Abuse

People said they gave up tobacco Cigarette But smoke electronic Cig. Nicotine damage mostly
body nervous system so if you don't die of lung cancer, you will turn in a "Vegetable" from ingesting
raw nicotine

Posted by EngineeringProfit > 2020-05-22 13:57 | Report Abuse

Got earning.....business activities.....and dividend higher rate than the bank ...

......no sweats lah

Posted by JJchan > 2020-05-22 13:58 | Report Abuse

Bought some at 11.90----waiting, waiting for next "Good # "

Posted by troy88 > 2020-05-22 14:12 | Report Abuse

Give it time to recover, just be patient. It has proven that it could recover quite fast (twice from bottom positions this year) so it has the potential to do it again. In the meantime, just treat it like FD with the above 5% dividend yield. It's not all doom and gloom.