Posted by williamh > 2024-01-31 10:55 | Report Abuse

Price vs yield

Posted by Donator > 2024-01-31 11:03 | Report Abuse

unless the smoker all sudden death, if not still can hold for 10 year

Posted by BradonOoi > 2024-01-31 15:22 | Report Abuse

perhaps we can expect a rally early next month

Posted by indran50 > 2024-02-01 19:55 | Report Abuse

Dividen next week

Posted by rickygiam > 2024-02-02 12:35 | Report Abuse

Because of GEG, nobody dare touch...

Posted by Amazonboy > 2024-02-02 21:16 | Report Abuse

This country got bigger problems than geg....Lol

Posted by auditorandconsultant > 2024-02-04 00:48 | Report Abuse

https://devotee-of-john-templeton.blogspot.com/2024/02/1-tourism-industry-is-back-with.html

旅游业复苏了！很讽刺的是香烟行业越来越惨。人们的健康醒悟带动更多人说不抽烟，加上市场调查，不难发现BAT会越来越惨

Posted by Donator > 2024-02-05 10:09 | Report Abuse

我看到的是每个越抽越凶，Dunhill一包接一包好像不用钱的

Posted by BradonOoi > 2024-02-06 11:15 | Report Abuse

@auditorandconsultant. Do you think 人们的健康醒悟 will keep them from stop smoking? They just switch from smoke to vape or even certain people are smoking and vaping at the same time... Similar action, blowing 😆

Posted by Donator > 2024-02-06 16:14 | Report Abuse

对啊，我都没看到我身边有任何人戒烟

Posted by Kevin Tam > 2024-02-06 16:23 | Report Abuse

Hi guys, the Edge got mentioned the market share of Vape industry in second half of 2023? As long as BAT gaining market share in Vape, coming quarter profit should be higher than previous quarter…

Posted by Amazonboy > 2024-02-06 17:48 | Report Abuse

15 sen divvy

Posted by auditorandconsultant > 2024-02-06 19:13 | Report Abuse

果然不出我所料，业绩越来越烂

加上我手上的商业数据

我只能说买这个BAT 的人

自求多福，求求看看会不会越来越多人抽烟

合法的烟

接下来，我的profit forecast 加上很多同行的分享，得知越来越多eatery place and outlet 销售的合法香烟都开始下降了

我也知道vape and e cigarettes 也有做得不好的，打算关店的也是比比皆是

买BAT 的人自己看着办，时间成本好大啊

Posted by auditorandconsultant > 2024-02-06 19:13 | Report Abuse

明天继续悲剧了吧，还是会有人炒高

高价的人，股息低，回酬率变低，时间成本将会吞噬投资价值

我每天吃pop corn, 看戏就好

我说的越来越差，每况愈下，再次应验了

经济观加上财务和市场分析果然帮助到投资

避免踩地雷

Posted by auditorandconsultant > 2024-02-06 19:13 | Report Abuse

我很早就一直强调不好，每况愈下，只是很多人觉得我吹水

我手上有的是实实在在的资料

很多店铺大吐苦水

合法烟难了

vape and e cigarettes 也不见得会好到哪里去

传统抽烟的人都喜欢传统尼古丁烟

我就问了几个集团旗下的店，通通都是愁眉苦脸的

over perception n over confidence in e cigarettes will kill more investors

现实人民的裤带破洞 购买力下降总是非常残酷的，虽然说电子烟或许很酷 但是回归现实生活，温饱肚子都是大问题了，还打算抽合法烟吗

Posted by auditorandconsultant > 2024-02-06 19:14 | Report Abuse

READ carefully, I mention LEGAL Cigarette.

Good luck to all, tomorrow go down further

Posted by Income > 2024-02-06 20:02 | Report Abuse

How is Batman?

Posted by Loh Kok Wai W > 2024-02-06 21:09 | Report Abuse

烂船已经 沉了 70 巴仙。。。多 两年只剩。。船头。。

Posted by hhhiii123 > 2024-02-06 22:35 | Report Abuse

after ex-date may crash again, but dividend wise still quite tempting

Posted by invest8912 > 2024-02-06 22:40 | Report Abuse

After dividend, rm9.1 will be the ceiling for 2024.

Posted by williamh > 2024-02-06 22:52 | Report Abuse

我最愛看到多數人害怕那麼我可以关著眼，還是那一句爛船有3分釘，比一比還有多少公司會一年發那麼多息，銀行股都沒有什麼多，我的貨船等着入貨，快點況且肥婆股息.很快就會進入戶口了！大好時機也！

Posted by Amazonboy > 2024-02-07 05:54 | Report Abuse

>200m profit...divvy payment evry Q...apa malu BATku...Lol

Posted by troy88 > 2024-02-07 09:32 | Report Abuse

Another terrible QR. It is what it is. Good luck to holders..

Posted by Penang_lang > 2024-02-07 09:58 | Report Abuse

PH govn really bad. No more PH in GE16.

Posted by Donator > 2024-02-07 10:18 | Report Abuse

although 15 cents div not high, but if you get 15 cents for 4 times in a year, there will be 60 cents, that mean will get 6.6% div for share price of RM9.00

Posted by Penang_lang > 2024-02-07 11:18 | Report Abuse

Share drop how to praise govn? Local institutions why cannot support buying?

Amazonboy

>200m profit...divvy payment evry Q...apa malu BATku...Lol

5 hours ago

Posted by EngineeringProfit > 2024-02-07 13:35 | Report Abuse

Quote: Penang_lang

PH govn really bad. No more PH in GE16

Posted by Donator > 2024-02-07 14:53 | Report Abuse

PH bad but no other option dy

Posted by Loh Kok Wai W > 2024-02-07 15:13 | Report Abuse

股市大门 永远开着。。。里面有；烂船，烂飞机，烂公司；好公司，好银行。。。请便；欢迎光临，股市不怕你赚大钱，最怕你没钱亏。。。祝你好运。。

Posted by 1288Go > 2024-02-07 16:04 | Report Abuse

Waah William...
Below 9 d....
What's next...

Posted by Donator > 2024-02-07 17:01 | Report Abuse

below 9 dy buy la

Posted by Loh Kok Wai W > 2024-02-07 17:02 | Report Abuse

buy buy buy....die die die....u help me...,,i help u .

Posted by Nepo > 2024-02-07 18:42 | Report Abuse

Push push push
You push i push everyone happy

Posted by ivanlau > 2024-02-08 14:07 | Report Abuse

-----------quote ------------
Stock: [BAT]: BRITISH AMERICAN TOBACCO (M)

2 months ago | Report Abuse

--------- quote ------------

Stock: [BAT]: BRITISH AMERICAN TOBACCO (M)

1 month ago | Report Abuse

If based on forward eps 85 x 10 pe , the fair value will be rm 8.50 , today closing 9.75, good luck guys........
----------- unquote ---------
Today closing 9.15 !!!
--------- unquote ---------
now closing 8.95 !!!

Posted by 1288Go > 2024-02-08 14:51 | Report Abuse

Eh donator, it not 9, but 8.93 now...
Past 9, don't want to buy...
Uoh, falling falling...
When to buy ? At 8, at 7...
High fall of BAT ? 🦇 🥴

Posted by MOBAjobg > 2024-02-08 15:17 | Report Abuse

Assuming that high dividend yield stock is 8%.
The basic formula to compute its stock price -> (Total dividend payout / dividend rate) * 100
Therefore,
(0.63 / 8) * 100 = rm7.875
but unfortunately, BAT EPS continues to decline yearly and by more than 25% in the financial year 2023 so, expect further downsides.

Posted by Loh Kok Wai W > 2024-02-08 15:57 | Report Abuse

price like ice melt....

Posted by BradonOoi > 2024-02-08 16:05 | Report Abuse

not so disappointed. ha. at least its revenue is climbing qoq

Posted by Loh Kok Wai W > 2024-02-08 17:46 | Report Abuse

when compny negative came out...don;t fight with them....

Posted by EngineeringProfit > 2024-02-08 22:06 | Report Abuse

Can buy below RM8....hehe

Posted by one2print > 2024-02-09 09:05 | Report Abuse

Bat is selling its Indian subsidiary, so it goes to assume the others may be on the line. If Malaysia is also selling to a Goverment connected guy, the share here will change

Posted by troy88 > 2024-02-09 09:18 | Report Abuse

May slowly go down south to RM8 or below. Dividend 2 years ago same period was 27 cents. Since then dropped almost half to 15 cents. Good luck..

Posted by DividendGuy67 > 2024-02-09 14:07 | Report Abuse

Vape profit margin is much lower than cigarettes.

Posted by Loh Kok Wai W > 2024-02-09 17:53 | Report Abuse

公司营业大跌利润一定向对大减。。。请问公司未来如何再给 丰厚股息。。。。股价早已反映出来了，莫天真和贪心；好东西不可能便宜，也轮不到小投资者买的。

Posted by DividendGuy67 > 2024-02-13 10:06 | Report Abuse

EPS fall is slowing down, but still falling.
- Peak EPS in 2015 at 312 sen.
- 2 years later (2017), halved at 169 sen.
- 3 years later (2020), halved again at 83 sen.
My guess is 5 years later (2025), halved again at 40-45 sen. That would value the company at a P/E of 15 at around RM6-7.

As a single Vuse is roughly equal to a dozen cig packs, BAT revenue will still contract for many years to come, and with it, its EPS. Until its Revenues and EPS stabilizes (which can take many years) and turn around, this stock is not ripe for investing yet. This may only happen after 2030 or so ... wait for its next few annual reports.

Posted by 5354_ > 2024-02-13 12:38 | Report Abuse

Dragon Year BAT will fly like bat?

Posted by 1288Go > 2024-02-13 18:18 | Report Abuse

Hey, 5354_
To your question....dunno 😯 Leh...
But seems Lai liau, Lai liau...
Williams....waah BAT Lai Lai Lai liau 😆...haha

Posted by 1288Go > 2024-02-13 18:23 | Report Abuse

Hey DividendGuy67,
Aside from BAT...which I got out at 13$...Still very much uncertain about BAT going forward!?
@May I know your thoughts about HLCapital...which is part of the HLeong group.
Thank you very much...

Posted by 1288Go > 2024-02-14 04:03 | Report Abuse

Thanks WilliamH on HLCapital 🤗

Posted by BradonOoi > 2024-02-15 12:09 | Report Abuse

When is BAT's AGM this year? Need to know what kind of solutions the management comes out with ..