BAT Sales Revenue should average 850mil in 3rd Qr ( 2nd Qr "coming" might not reflect Vape Sales too much, but will indicate economy recovery )
I believe Vape will have a Sales Vol. about Half BAT Qr revenue (about 400mil in 2022 ) Given Malaysia Vape Biz is 2 Billion Or more
Given BAT got 42,500 outlets, Each Outlet need only a Sales Volume of RM 3,000 / Month and that will give BAT 127mil Sales per month from 42,500 Outlets----In one Qr, Vape will contribute 380mil to Revenue ( Huge Number )
The other half amount of my money is invested in cryptocurrency such as Bitcoin (BTC) and one top secret project.
Cryptocurrency profitability certainly outperforms shares enormously. Just imagine I'd bought USD 3k per BTC coin back in year 2017 and still intends to hold for another 5 to 8 years. Its price is USD 60k currently.
The Total Sales Volume on 19 July 2019 should be match on Nov---Dec 2021 ( Vape Vol. should be picking up rapidly bcos BAT didnT sell any Vape before MOF imposed 10% import Tax )
Bcos BAT is in a pandemic( moving out ), market didnT give or even match price given in 30Jun 2019 ( 30.44 )----Even BAT achieved a Higher Revenue now as compare to 30/06/2019.
But things will change as Covid will end soon somewhere around Nov--Dec 2021 where BAT revenue will Hit 850m with Dividend around 50+++ ( If price donT adjust by then, you should sai lang all in )
must be joking, you can quit smoking....10yrs ago a survey in China indicate 700mil Chinese Tobacco smokers....now it is better in China...500mil smoke Vape now ----300mil Chinese Try RM120 Tobacco Cigarette (Chinese Brand )
"Our country losses more than RM5 billion a year in uncollected tax revenue from this trade. One can just imagine the total profit generated by the entire illegal cigarettes eco-system here in the country," said Akhbar, who was a former graft buster with the Malaysian Anti-Corruption Commission and currently holds professorial chair at the Institute of Crime & Criminology at HELP University.
He said the profit from this massive illegal trade reaped by these cartels is more than enough to establish a super cartel involving most, if not all, Malaysia's enforcement agencies.
Seems to me, most analysts are incompetent to forecast BAT share price correctly. Most of them deemed that BAT is worth below rm12. I must agree to disagree about their views.
@freeze789, I think you misread the CIMB report. Their target price WAS 18.23. Their new target price Dated April 16 is now 15.40. Dividend this year to be .98 cents. Everything depends on vape!
Legalise vape and the efforts from the enforcers are the key catalysts. Never care about target price and warrant. It is just a bet for the future and I truly believe in better and better result in 2021
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....
JJchan
7,182 posts
Posted by JJchan > 2021-04-12 10:03 | Report Abuse
BAT Sales Revenue should average 850mil in 3rd Qr ( 2nd Qr "coming" might not reflect Vape
Sales too much, but will indicate economy recovery )
I believe Vape will have a Sales Vol. about Half BAT Qr revenue (about 400mil in 2022 ) Given
Malaysia Vape Biz is 2 Billion Or more
Given BAT got 42,500 outlets, Each Outlet need only a Sales Volume of RM 3,000 / Month and
that will give BAT 127mil Sales per month from 42,500 Outlets----In one Qr, Vape will
contribute 380mil to Revenue ( Huge Number )