if can see 700mil revenue, consider very good progress, 1B is a little too far fetched. End of year at 800mil already very good.
Divided maybe around 27-29 cents, i really don't see it more than 30 cents unless per JJchan prediction of 1B sales can materialise.
Economic condition still not fantastic, smoke addiction kick in but still ikat perut, go for KYO or lower end segment still apply for now. Dunhill maybe when year end bonus good.
F&N results is Good. Reflects Consumers are spending. For smokers, beverage comes 2nd, smoke First. Quite confident, BAT results is Good. Let MoF directive to close Cig Rat Holes as a surprised Number to Revenue
BAT is now 10cts short (14.60) of One year High. But BAT is still way, way Down from 54.50 5yrs ago where 1Q16 revenue is just 1,021 Bil----What if 1Q21 goes back to 1.0 Bil, should price adjusted to RM50 again
@JJchan Understand the optimism, but then even with 1B revenue, the net profit will not be at 1Q16 level. If really at that level, net profit will likely be around 100m, EPS around 35 cents range.
I still think highly unlikely, 30 cents EPS really at best case for this quarter. My feeling is around 28 cents EPS.
Although i'm hoping to be pleasantly surprised....
wkc5657 @JJchan Understand the optimism, but then even with 1B revenue*************
How did BAT price hit 54.50 in 1Q16? It is forward projection of profit / PE...Somehow Gov's banning of public smoking just killed all projections----Now BAT got a New Revenue projection ----VAPE. I think it will kick in 2Q21 with results.-----1Q21 is really very exciting, i think premium Cigs Sales will jump. Being the most profitable, net profit will jump too.( extra revenue will not reflect substantial rise in Profit bcos of premium Cigs has a much higher margin then KYO)
BATMAN price continue to firm up closer to the result announcement. This is an indication that Q1 profit will show further recovery. Can't wait to hear from them, cheers.
LookOut for USA payroll tonite---If it is Monster as they said, then US economy is picking Up rapidly And also Importing Rapidly. 70% of malaysia manufactured products goes to USA whether directly Or indirectly thru China and Singapore. Guess who is coming back to pick up sold down stocks----" White Boys" who like BAT as favourite
This is interesting. Vape 2.27Bil Biz. And Gov. is attacking illegal Vape sellers who refused to pay 10% sales Tax for Equipment and Liquid nicotine. As usual who wants to pay Taxes..... BAT pays Taxes and I think BAT can grab 50% of 2.27 Bil Vape Biz bcos of its Huge distribution Network............Let Hope 3 Limit-Up after Qr results......TransOcean and WideTech have nothing but just Talk, can have multiple Limit-Up until Bursa Hit them with Upside Cap
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....
wkc5657
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Posted by wkc5657 > 2021-05-04 10:58 | Report Abuse
if can see 700mil revenue, consider very good progress, 1B is a little too far fetched. End of year at 800mil already very good.
Divided maybe around 27-29 cents, i really don't see it more than 30 cents unless per JJchan prediction of 1B sales can materialise.
Economic condition still not fantastic, smoke addiction kick in but still ikat perut, go for KYO or lower end segment still apply for now. Dunhill maybe when year end bonus good.