BRITISH AMERICAN TOBACCO (M)

KLSE (MYR): BAT (4162)

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Last Price

8.30

Today's Change

-0.04 (0.48%)

Day's Change

8.30 - 8.35

Trading Volume

65,200


9 people like this.

12,592 comment(s). Last comment by SinGor 5 hours ago

ckfcpc

19 posts

Posted by ckfcpc > 2021-02-11 09:11 | Report Abuse

Yes, up up

ivanlau

1,347 posts

Posted by ivanlau > 2021-02-11 09:19 | Report Abuse

golden summit Dave Chong used to buy call this stock at rm 19, wonder he still hold or not ....... hahahaha

BATFLY

722 posts

Posted by BATFLY > 2021-02-11 09:32 | Report Abuse

KUALA LUMPUR: British American Tobacco (M) Bhd posted a third straight quarter of operating profit growth, as its main cigarette brands Dunhill, Rothmans and KYO gained market shares in their respective segments.

BATFLY

722 posts

Posted by BATFLY > 2021-02-11 09:35 | Report Abuse

Dividend yield is still good at 83cts for 2020.. If we buy at rm11 it translates to 7.5%..FD is 1.5% and expected to go down further..

troy88

2,790 posts

Posted by troy88 > 2021-02-11 09:41 | Report Abuse

Good QR considering the situation. Good days will come back for BAT for patient holders..

JJchan

7,182 posts

Posted by JJchan > 2021-02-11 09:48 | Report Abuse

Thailand rate is just 0.50% So Thailand Bank FD should be around 1.00%. Malaysia should
lower to 1% with FD at 1.25--1.35%------Even BAT price at RM20 (with 83cents dividend), you
are still at 4.15%----Of course that doesnt including a 30% increased stock price ( say you bought
at 10 )

Ntpboon

664 posts

Posted by Ntpboon > 2021-02-11 09:52 | Report Abuse

两间投行的目标价:

CIMB. : RM18.23
Maybank: RM12.60

一个是烟客,另一个是没抽烟的?

troy88

2,790 posts

Posted by troy88 > 2021-02-11 09:54 | Report Abuse

BAT today should be priced similar to it's beer company comrades Heim and Carlsberg in the 20+ range. BAT still undervalued and will eventually get there.

JJchan

7,182 posts

Posted by JJchan > 2021-02-11 09:54 | Report Abuse

Average Malay youth spends about RM100 on Vape per month( lowest estimate ) There are more
than 1 million Vape users ( excluding Chinese + Indian ). So per Quarter is 300mil Sales, if BAT
capture 50% market , addition of 150mil to Sales-----Very Hard to see why 50cents dividend is
NOT possible. OR RM50 by year End

JJchan

7,182 posts

Posted by JJchan > 2021-02-11 09:55 | Report Abuse

Just blow water " money is your to decide "

troy88

2,790 posts

Posted by troy88 > 2021-02-11 10:02 | Report Abuse

Vape will be the game changer. By the time the Vape sales come in for BAT you will not see BAT share price below 15 again, or even below 20 I would say.

Cloudboy

456 posts

Posted by Cloudboy > 2021-02-11 10:10 | Report Abuse

a good and profitable company might not wan to share their profit...but BAT history give almost all their profit as dividend....where to find?.........

Cloudboy

456 posts

Posted by Cloudboy > 2021-02-11 10:17 | Report Abuse

no good la..their Qr profit ...worst than carlsberg.....and other.......as some bro have said here.....Pls drop more....!!!!

Simon_khoo

704 posts

Posted by Simon_khoo > 2021-02-11 10:56 | Report Abuse

IB is pushing down kao kao

dompeilee

11,888 posts

Posted by dompeilee > 2021-02-11 10:59 | Report Abuse

I took a gamble buying BAT in my margin account in October...a gamble that the capital gain + dividends will easily cover the margin interest.

My cost was $10.18...gamble paid off =)

troy88

2,790 posts

Posted by troy88 > 2021-02-11 11:05 | Report Abuse

IB knows BAT is a sleeping giant coz when Vape business comes later it will soar and will say good bye to this low share prices we are seeing now. That time those want to chase will have pay Heim and Carlsberg prices at the very least.

Simon_khoo

704 posts

Posted by Simon_khoo > 2021-02-11 11:11 | Report Abuse

Investors won’t sell with 27c div otw.
Only IB is throwing or blocking....

Lanmum

360 posts

Posted by Lanmum > 2021-02-11 11:12 | Report Abuse

Bat is on fire. Firing up to CNY. Huat ar everyone

Simon_khoo

704 posts

Posted by Simon_khoo > 2021-02-11 11:13 | Report Abuse

Let’s see whether there’ll be big block buying @ 12.15 today

Cloudboy

456 posts

Posted by Cloudboy > 2021-02-11 11:20 | Report Abuse

Even no increase or profit...next few QR..+ -..also give us more than 7% annually....simpan 1 years here = 3 years FD

Cloudboy

456 posts

Posted by Cloudboy > 2021-02-11 11:21 | Report Abuse

this one buy.....&...Simpan untuk masa tua anda ..!!!!!

Cloudboy

456 posts

Posted by Cloudboy > 2021-02-11 11:25 | Report Abuse

Pls throw more...i wan to buy more.......below RM 13...even more better.........

troy88

2,790 posts

Posted by troy88 > 2021-02-11 11:26 | Report Abuse

I laugh when naysayers say this is a sunset business. At it's worst QR last year hit by the worst pandemic in a century BAT can still make at least 50+ million net profit and yet they call it sunset business?

troy88

2,790 posts

Posted by troy88 > 2021-02-11 11:41 | Report Abuse

Agreed, Cloudboy. Please give more cheap sales. I want to eat up more.

williamh

847 posts

Posted by williamh > 2021-02-11 11:41 | Report Abuse

And dividen was 21 cents now 27 cents

williamh

847 posts

Posted by williamh > 2021-02-11 11:47 | Report Abuse

2021 is a new chapter,predicting 1Q will get 33 cents come may.

williamh

847 posts

Posted by williamh > 2021-02-11 11:59 | Report Abuse

Its in the early reverse,is not it is the third straight q improving of operating profit?

Posted by Edison Chen > 2021-02-11 12:02 | Report Abuse

Hisap hisap rokok, jangan tak hisap...

JJchan

7,182 posts

Posted by JJchan > 2021-02-11 12:23 | Report Abuse

Cigarrette was 10% Tax ----30years ago. Vape is 10% tax in 2021----How explosive was Cigs
20years ago----Same as Vape Demand in 2021----Bankers Nuts are shrinking Daily---Call Warrant
Closing, they are throwing every Negative things in But i think it will End Up as Glove Counters.
Next Qr Bankers will said "50" no choice

virust

552 posts

Posted by virust > 2021-02-11 14:10 | Report Abuse

result out just right b4 cny with 27cent dividend for ang pao. well done.

virust

552 posts

Posted by virust > 2021-02-11 14:17 | Report Abuse

All IB issued CW are sweating now and tried to push down the price target.

virust

552 posts

Posted by virust > 2021-02-11 14:24 | Report Abuse

By doing nothing for the whole year until today already received RM1.16 dividend. 10x more will get back all the initial investment. Good deal.

wkc5657

285 posts

Posted by wkc5657 > 2021-02-11 15:31 | Report Abuse

Need to wait till next quarter announcements to see how hard the additional enforcement on government side actually translated to any improvements to BAT's bottomline.

But from the management's commentary, it is neutral sounding at best considering that their commentary was prepared around this period of time and they don't write anything upbeat for future. Usually for company with possible good upcoming future quarter or good improvements, they will write it. Example like UWC, they mentioned about expansion and current production floor eating into normal corridors.

so i will say that upcoming quarter Q1 will still be somewhat meh....as the government need a little time to "warm up" to cracking down. Q2 would be a better reflection of whether turning point materialises. If by then still neutral tone, cannot be optimistic on government enforcement on black market ciggs....

A Choo Pin

302 posts

Posted by A Choo Pin > 2021-02-11 20:22 | Report Abuse

alcohol & rokok is something needed in the world since long time ago...
only is if sell legal(with tax) or illegal(no tax) ,then the company earn less
else..buy and keep ...get dividend ... re-invest dividend ...buy and keep..and repeat... then your son will no worry for his future.

Simon_khoo

704 posts

Posted by Simon_khoo > 2021-02-12 00:35 | Report Abuse

Happy New Year to all!
Let’s hope everyone in this group HUAT ar when trading resumes on Monday....

Petronas

815 posts

Posted by Petronas > 2021-02-12 01:20 |

Post removed.Why?

freeze789

234 posts

Posted by freeze789 > 2021-02-12 10:53 | Report Abuse

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

sunbird

74 posts

Posted by sunbird > 2021-02-12 12:03 | Report Abuse

does anybody know the CIMB and MAYBANK target prices are?

Petronas

815 posts

Posted by Petronas > 2021-02-12 12:34 |

Post removed.Why?

Ntpboon

664 posts

Posted by Ntpboon > 2021-02-12 12:42 | Report Abuse

@sunbird does anybody know the CIMB and MAYBANK target prices are?

两间投行的目标价:

CIMB. : RM18.23
Maybank: RM12.60

一个是烟客,另一个是没抽烟的?

Most likely the analyst one is smoker the other is non-smoker ?

ha...ha...ha...............

Simon_khoo

704 posts

Posted by Simon_khoo > 2021-02-12 14:04 | Report Abuse

Let’s see whether it can close above 14.5 b4 Ex dividend...

williamh

847 posts

Posted by williamh > 2021-02-12 14:14 | Report Abuse

HNB spelling like hot cake,2q could break off and comfirmed the market leader

JJchan

7,182 posts

Posted by JJchan > 2021-02-12 15:32 | Report Abuse

https://www.theedgemarkets.com/article/cgscimb-cuts-bat-target-price-rm1853-rm2188

This CIMB Tp in Oct 2019 (pre-pandemic ) same Quarter as 2020. The price falls short and
depressed by Covid and lately operation by Call Warrant operators.

Any way 1Q21 will blow this Tp away like Dust.

kfbusjd

662 posts

Posted by kfbusjd > 2021-02-12 16:20 | Report Abuse

The price up because of attractive dividends, not about illegal cigarettes.

kfbusjd

662 posts

Posted by kfbusjd > 2021-02-12 16:21 | Report Abuse

Another 2-3 qr to be observed before it can really go further.

Petronas

815 posts

Posted by Petronas > 2021-02-12 17:52 |

Post removed.Why?

Petronas

815 posts

Posted by Petronas > 2021-02-12 17:53 |

Post removed.Why?

williamh

847 posts

Posted by williamh > 2021-02-12 20:42 | Report Abuse

Just Ignor the wc operator and Leave them behind not relavent at all

williamh

847 posts

Posted by williamh > 2021-02-12 20:44 | Report Abuse

Maybe it work for the glove like TG but not bat

JJchan

7,182 posts

Posted by JJchan > 2021-02-13 01:42 | Report Abuse

Usually Not many Call Warrants are actually subscribed unless it is very cheap at initial offering.
If things DonT turn out Good for CW, operator just Stop issuing New ones Or buy back issued
ones. This forced conversion rate to be Much higher than Mother price. (surging mother is
always a big, big headache for Operator---but they can reduce losses by diversified into many
"Different" stock CW to reduce Risk ) Bank do report "loss" from stock exposure

From previous observations, Banker will fight to control Mother price if within 20% range. But in
TopGlove case( also Bat case )Bankers will buy back warrants And start sapu Mother at Cheap
price by giving low, low Tp....When they are done "sapu..ing" . they will suddenly give High
TP like in Glove Counters----20, 30, 40 suddenly 80, 90.

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