Why BAT is called a Institution Stock bcos it moves in very predictable Ways. It has Hit bottom at 9.00 and now moving Up in a Controlled manner.. This is not a place for Contra players----there is no Show so popcorn and Instant Coffee have no use--------------Just a Good Old Cuban Cigar will Do
BAT has moved thru Covid months with strong Gain in Profit....the worst of the worst months are Over...Biz is picking up especially Retail Biz....more dinning, more smoking
dompeilee BAT up 18c in a very very WEAK mkt...hopeful good qtr imminent! =) 28/10/2021 4:51 PM
Hurrah Hurrah HURRAH!!! Up 44.7% in my margin shares bought @ $10.20....1 yr anniversary coming on 5th Nov...dividends paid all my margin interest =) Also own 1,148 shrs in my regular account...
Carlsberg makes 1/2 the profit of BAT and pays 1/2 the Dividend of BAT but market price is 22 Bat nosh is 286mil And Carlsberg is 306mil ( not much different )---I say BAT should price at 35
Sin Group, Heinkein and Carlsberg are both price at 23 & 22 with outstanding shares same as BAT.....Both Beer Co. pay less dividend than BAT and lesser profit....
BAT disappointed a lot of dividend seeking institutions eg Lazard, EPF & Aberdeen who enthusiastically bought from $30-$74.40 but got flushed out from $33- $9 from 2018 to 2020.
Need new institutions who don't hold a grudge against BAT.
Need new institutions who don't hold a grudge against BAT. _______________________________
Really got nothing to say....But the real problem is Gov follows international standard by banning smoking in public area that really killed BAT revenue ( also banning Advertisement and printing on cig pack "horrible pix of Lungs cancer )....If you banned smoking in Cinema, Coffee Shop and Shopping Complex, you cannot lit a Cig anywhere in work places
Having sex is a Human enjoyment, yet, you cannot do it in public but population still increasing... There must be "A" way BAT can increase revenue.....moving to the darker-Side
Windfall tax is only applicable for all sectors or certain sector? BAT is one of the unlucky companies. Am not sure why windfall tax should be applicable. Dont feel it is a right move
BAT has consolidated for 18months---Let see whether this Qr, BAT can reach its previous Low (plunged to ) 22.70 ---May 2018. Breaching 22.70 will see next Top ---38.30 in 2022
Cukai Makmur will not affect much on BAT. We do not look at the groups of companies as they will be taxed at an individual company level. According to the latest annual report, BAT have 3 principal offices, 1 manufacturing plant company, and 10 branches throughout Malaysia. Price @16.00 & above is reasonable, price above 22 is bonus.
But there are risks here. One would be that this period of higher inflation has worked its way into consumer expectations to the point that it will be to some degree self-perpetuating. Another would be that the tightness in the labor market won’t dissipate, with many of the people who left the workforce during the pandemic permanently on the sidelines.
For now, however, the big issue is that supply constraints haven’t gone away, and with the holidays approaching, the economy has entered the season of peak consumer demand. It won’t be until the first quarter, when demand for consumer goods is much lower, that supply constraints might ease. If inflation looked hot in October, just imagine what November and December might bring.
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....
UncleFollower
1,111 posts
Posted by UncleFollower > 2021-10-26 12:23 | Report Abuse
Doesn't matter...just wait for vape legislation.