Posted by Johnng8882020 > 2020-07-24 10:15 | Report Abuse

Dam cheap! The worst is gone. During MCO no sales at all but this qrt still can make profit. Where to find?

Posted by Johnng8882020 > 2020-07-24 10:17 | Report Abuse

Now I have 10 lots in hand. Today I want to buy in 50 lots more for keeping.

Posted by Johnng8882020 > 2020-07-24 10:21 | Report Abuse

Slow slow buy in.

Posted by troy88 > 2020-07-24 10:29 | Report Abuse

Result proves that consumers are still buying legal cigarettes despite the grim situation. If Covid situation is under control and remain low with no lockdowns and all cigarette sales channels are back full swing, BAT will rise. Patience is needed and hope that Covid in Malaysia is kept at a minimum level.

Posted by Johnng8882020 > 2020-07-24 10:39 | Report Abuse

Legal cigarette sure got market la.

Posted by Johnng8882020 > 2020-07-24 10:58 | Report Abuse

Close eye. Good buy la. If got extra fund. Very good return.

Posted by Johnng8882020 > 2020-07-24 11:08 | Report Abuse

Buy in slow slow. Don't rush slow slow buy.

Posted by about time > 2020-07-24 11:15 | Report Abuse

1 lot is 100 unit or 1000 unit... sorry for my ignorance.

Posted by Johnng8882020 > 2020-07-24 11:17 | Report Abuse

1 lot is 1000units

Posted by Johnng8882020 > 2020-07-24 11:17 | Report Abuse

30 lots to go

Posted by WBJS > 2020-07-24 12:35 | Report Abuse

just top up some :P

Posted by batman666 > 2020-07-24 12:46 | Report Abuse

JJCHAN, dont worry. Cause dunhill is the leading premier brand in Malaysia.

Posted by RainT > 2020-07-24 15:02 | Report Abuse

Out of topic a bit

i see all talk about BAT dividend

why dont you all also see MAHSING & PANAMY,

Their coming dividend ex date will direct give u dividend yield of above 5%

Posted by RainT > 2020-07-24 15:02 | Report Abuse

BAT dividend hope is on future, not yet happen

but expect to happen

Posted by troy88 > 2020-07-24 16:03 | Report Abuse

I think not many would have dared to bet BAT as the top gainer today in KLCI. Good comeback.

Posted by batman666 > 2020-07-24 17:03 | Report Abuse

Haha troy88 u r right

To 20

Posted by Gmarc > 2020-07-24 17:15 | Report Abuse

With the effects of MCO and the presents FD rates offered by the banks, dividends by BAT is certainly commendable. Expects better performances in the coming qtrs.

Posted by kakibulldogs > 2020-07-24 17:56 | Report Abuse

(pray) better performance better dividend

Posted by getonwithit > 2020-07-24 22:48 | Report Abuse

Pls note , they booked a ton of sales in the last few weeks of June ( after MCO lift off) due to a lot of stores replenishing ( pent up demand ? ).

Posted by FKTtasty > 2020-07-25 11:33 | Report Abuse

No point to switch to lower dividend yielding counter such as Panamy and Mahsing.
BAT worst quarter is already over now, the latest quarter (during MCO) was better and future quarter should be even better. Can consider to diversify once BAT price hits RM14 and yield is similar to those counters.

Posted by Investman1981 > 2020-07-25 12:53 | Report Abuse

I dont think vaccine distribution in malaysia happen as require permit from kkm. Only drug licenced allowed

Posted by shareinvestor88 > 2020-07-26 12:32 | Report Abuse

WORSE TO COME BYE TRADING BYE 5

Posted by Nepo > 2020-07-26 20:56 | Report Abuse

@JJchan, your comment makes sense

Posted by WBJS > 2020-07-27 09:40 | Report Abuse

Big resistant.Hope can breakthrough :P

Posted by williamh > 2020-07-27 13:56 | Report Abuse

Covid had caused Bat to reverse upward now and 3Q will see many stocking up due to the Mco likely to be back again

Posted by CatchThe Bull > 2020-07-27 14:57 | Report Abuse

Just some simple calculation, the latest quarter only in operation for 1 and half month, we can assume this Q2 is the worst quarter. However, Q2 better than Q1, well done team BAT. So at current price 10.8, take the last Q1 dividend 0.17 x 4 quarter, 0.68 / 10.8 ,Dividend yield 6.3%
So you can see current price is a strong support. TA give BAT TP @12.50

https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E8%8B%B1%E7%BE%8E%E7%83%9F%E8%8D%89-%E4%B8%8B%E5%8D%8A%E5%B9%B4%E4%B8%9A%E7%BB%A9%E4%BC%9A%E6%9B%B4%E5%A5%BD

Posted by Simon_khoo > 2020-07-27 23:12 | Report Abuse

https://clinicaltrials.gov/ct2/show/NCT04473690

Posted by Simon_khoo > 2020-07-27 23:13 | Report Abuse

BAT COVID-19 human trials begins on 25/7/2020.
Cheers!

Posted by Simon_khoo > 2020-07-27 23:14 | Report Abuse

KBP (Kentucky BioProcessing) is owned by BAT in USA

Posted by tstan100 > 2020-07-28 10:11 | Report Abuse

BAT target price AUG 2020, RM 5.00

Posted by 5354_ > 2020-07-28 10:26 | Report Abuse

No wonder drop. Why nobody defend haters incl williamh?

Posted by 5354_ > 2020-07-28 10:29 | Report Abuse

Nobody think PN more lenient towards smokers unlike PH?

Posted by 5354_ > 2020-07-28 10:32 | Report Abuse

JJChan also good defenders but too old to counter haters?

Posted by 5354_ > 2020-07-28 10:52 | Report Abuse

Q2 is under PN vs Q1 under PH meaning PN helpful towards BAT?

Posted by PTL4Ever > 2020-07-28 15:08 | Report Abuse

No need to defend. People can say what they want. If they feel will drop to RM5, so be it. Let those who wants to buy or keep do it. Situation get better or not, nobody will know for sure. If you trust your own valuation, then stick with it. Don't be easily shaken

Posted by 5354_ > 2020-07-28 16:41 | Report Abuse

3 IBs'(not helpful) either. They want to collect cheap?

Posted by BabyAce > 2020-07-28 16:56 | Report Abuse

https://klse.i3investor.com/blogs/BabyAceStockAnalysis/2020-07-28-story-h1510782912-BAT_4162_Detailed_Review_SELL_By_Top_1_Analyst_in_i3investor_BabyAce.jsp

Posted by FKTtasty > 2020-07-28 17:13 | Report Abuse

Going to keep long term as my dividend stock. Will buy more if it drops to 10.

Posted by Johnng8882020 > 2020-07-28 21:46 | Report Abuse

Top up bellow 10.4. Top 10 collection of my portfolio.

Posted by Moneyking888 > 2020-07-28 22:43 | Report Abuse

Buy buy buy..

Posted by 5354_ > 2020-07-29 12:32 | Report Abuse

CI down 20 pts not BAT bec QR announced early?

Posted by WBJS > 2020-07-29 15:57 | Report Abuse

Seem like someone keep collecting at 10.66

Posted by BabyAce > 2020-07-29 16:57 | Report Abuse

Please compare quarter by quarter. The revenue and profit is going downhill. What I meant by picking up means better compare to the last quarter. You see the decrease in cash and bank balances and the huge increase of borrowings just to pay dividends is a huge red flag. I'm only writing this once, because I don't argue with idiots. Talk to people in BAT and Philip Morris and they will tell you the story.

Posted by Above60percent > 2020-07-29 17:35 | Report Abuse

Your article does not discuss revenue or profit.

Your article does not discuss if there has indeed been a huge increase in borrowings recently. To do this you could compare borrowings to 1 year ago, 2 years ago, 3 years ago, etc.

Posted by BabyAce > 2020-07-29 17:46 | Report Abuse

BAT during long long time..yes it's good. No doubt. Open back the chart since one year ago. Around RM26 drop till around RM10 at present. Did you ask why suddenly so cheap? Revenue and profit drop. Imagine they stopped the dividends currently although at present they really don't have the capacity to pay such dividends. Even take loan also need to pay you guys. Why? Just to maintain the share price even inside the Company had trouble. I write very obvious already, and FYI you're not paying me to write. I'm writing is because I know some old retired uncles hold this bad for their pocket money for retirement and only to warn them. It's up to you to take it or leave it. Ask if any fund managers does actually buy BAT if you know any of them :)

Posted by Above60percent > 2020-07-29 21:11 | Report Abuse

You are still not discussing any actual numbers. So there is nothing to discuss.

I'll use the words in your latest blog instead and just change the name of the stock.

BAT latest quarter is out. Results is bad, but still can make profit. So I u-turn say good because during the lockdown period if a Company can still make profit, it's like a miracle already.

Posted by UncleFollower > 2020-07-29 21:20 | Report Abuse

Don't be silly Baby. If you want to be publishing your analysis...have some standard can

BAT has always had high inventories and low cash balance. That is why they always tap on their short term revolving credit. This is called efficient cashflow management. What more you are extrapolating a MCO quarter...

The inventories at 216M is only slightly higher yoy. This is how BAT does business. What are they going to sell if they do not have stock to replenish? Didn't you see the CEO proclaim how good they are being able to quickly restock and have a better 2Q than 1Q despite MCO

Of course BAT isn't at its best now...that is why it is selling at 10. From what you said you must think you are very smart and the market is just dumb to price it at 10. Where do you think it should be? 5 or zero? Don't be silly Baby

Posted by BabyAce > 2020-07-30 09:08 | Report Abuse

Rule no 1 in life: Don't argue with idiots. Take those dividends also not enough for you to cover for your capital loss later :)

Posted by WBJS > 2020-07-30 09:30 | Report Abuse

Guess this fellow incurred huge capital loss from this counter before.Probably he is one of those uncle.

Posted by williamh > 2020-07-30 11:17 | Report Abuse

Another rule no 1 is whether the company priority to take care the investors or not,bat is the only one in bursa