Bat will probably be distribution point for its own vaccine covid and flu vaccine for asia regions. Bat will probably be distribution point for cannabis related product medical grade if legalised (local) and for asia region.
3 billion extra revenue form Vape Liquid And BAT controls 57%......1.70Billion Extra Revenue for Vape Liquid ( equipment sales???)....... KYO maybe same price as Illegal Cigs 2021 will be SuperNormal earnings for BAT
Total short Covering 680,700 @ 13.66 shares at 4:50PM It is obvious yesterday someone sold at 13.68 and started to push down Today. But some " Gameshop operator suddenly buy 13.66 last moment. This caused a massive buyback at 13.66 ( 680K = RM9.30mil )....Today is Friday, nobody wants to leave 9mil for 2 rest days and hope next Monday a better Day....just panic i think
I think All positions Cleared....Next week BAT can has New High depending whether shorties are coming back or Not.....But it is Good to know, All Short Cleared today
BAT and Philip Morris are suing each other over "patent rights" of Heat Not Burn (HNB). Why? Bcos Cigarette smoking is switching from Traditional form of Lighting Up a Cig to just Heating it to extract nicotine and aroma from Tobacco Leaf-----It takes 200years to make this switch bcos of Health Reasons. Everytime a Cig is Lit-Up, some 2000 chemicals are formed from Burning Cig. Same chemicals give you Lung Cancer and Cigs smoke give you "Black-Lungs"( blocked Lungs from receiving Oxygen ) I am 99% sure Malaysia Gov will jump-in to support HNB trend( "healthy New Trend") bcos what- ever Taxes ( 2--4 Bil ) from Cigs are actually plow-back to subsidise Lung Cancer patients every year. Traditional Cig are Taxed 40--45% and increasing every-year, but Gov might subsidised HNB equipment to promote fast switching from normal smoking. Long story make short, Tobacco usage will jump back to 1980--1990 period And who controls majority selling Outlets----BAT, more than 50,000 Cigs Selling Outlets
Growth+Best Divident+Undervalue = apa lu mau? ====== See eye to eye. The best counter with growth, dividend and undervalued. The bad side is no confident with govt strict illegal enforcement. If this is Singapore or Australia govt, you can hold at least 40% in your portfolio..
nepo, u ar right enforcemt is weak or hopeless but i never hope for enforcement from police or custom. just the policy change which announced in last budget is enough to push the result up. the restriction of transhipmt, removal of duty free and legalise vape will bring positive change, this is enough for turn around in 1st round. bat mngmt already hinted Jan result was positive and set the tone for the rest of year. no police enforcemt require if govnmt want to hit the black market, 2nd round can be just reduce tax or pass a law of heavy penalty for smuggler. just wait till May QR to confirm.
you all think Black Market is FREE. Far, far from what you think---It is Not cheap. For example, a few years back if i ran a Traffic Light and get caught----can settle with 5 or 10. But now aday they want 50 bcos going to court means 300--1000 fine
When MoF put all Cig transhipments into one port, all Gov got to do is to elect a Pas Politician in-charge and all 5000 operators just Freezed. Bcos "He" can see you!!!
Pang 72 what logic or approach u used. As I know, last 3 quarter revenue and profit continuing increase. Profit margin also increase. As a prove, dividend per share declare quarter by quarter in year 2020 continuing increase.
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
SinGor
4,922 posts
Posted by SinGor > 2021-03-19 07:56 | Report Abuse
Who checks illegal Cigs quality??? No factories And all made beside LonKang Besar( easy to
dispose when police Raid )