Posted by troy88 > 2 months ago | 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 > 2 months ago | Report Abuse

Vape profit margin is much lower than cigarettes.

Posted by Loh Kok Wai W > 2 months ago | 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 > 2 months ago | 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_ > 2 months ago | Report Abuse

Dragon Year BAT will fly like bat?

Posted by 1288Go > 2 months ago | 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 > 2 months ago | 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 > 2 months ago | Report Abuse

Thanks WilliamH on HLCapital 🤗

Posted by BradonOoi > 2 months ago | Report Abuse

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

Posted by 1288Go > 2 months ago | Report Abuse

Wah, BATty Lai liau..
Lai Lai...
I see 🤣🙈 only..
Haha

Posted by 1288Go > 2 months ago | Report Abuse

Thanks WilliamH..👌

Posted by DividendGuy67 > 2 months ago | Report Abuse

@1288, a couple of months ago, I penned this here. At the time, both BAT and HLIND were trading at similar levels at 9.17 or thereabouts. I shared my view then that it's probably better to swap BAT to HLIND, because both pays high dividends, but one shows declining EPS vs the other rising EPS.

Today, BAT is 9.02. HLIND is 9.40.

--------------

To long term BAT lovers.
Today, BAT closes 9.16.
Another stock that closes similarly is HLIND 9.17.

If you are not a trader and you think you'll be holding BAT for "long term" (e.g. several years), you may want to consider partial / full swap.

Over the past 8 years, BAT EPS dropped from 318 sen (2015) down to 68 sen (2023 Est).
Over the same period, HLIND Net Cash grew from 275m (2016) up to 1600+ million (2023 Est).

HLIND pays a generally rising dividend from 29 sen (2015) to 57 sen (2023 Est).
BAT dividends shrunk from 312 sen (2015) down to 67 sen (2023 Est).

Think about the difference.
You don't need to be a Grade A+ trader like MOBA to win.
Buy HLIND when the price is low.
Do nothing and relax.
In a few years time, check up BAT prices again and compare your HLIND holdings.
Odds are good that you'll win with HLIND.

As usual, nothing is certain in investing.
Hence, don't bet more than 5% of your investment portfolio on any 1 idea.

Posted by DividendGuy67 > 2 months ago | Report Abuse

I have written about both HLIND and BAT here:
HLIND: http s://dividendguy67.blogspot.com/2024/02/hlind.html
BAT: http s://dividendguy67.blogspot.com/2024/01/bat.html

One is simple to understand how we make money over the longer term.
The other - I have no clue how shareholders will make money longer term.

Posted by 1288Go > 2 months ago | Report Abuse

Hey thanks DividendGuy67 !

I was asking about HL Capital...?

Posted by BradonOoi > 2 months ago | Report Abuse

You should ask at HL Capital's counter, not here...1288Go

Posted by Loh Kok Wai W > 2 months ago | Report Abuse

buy,buy,buy...after CNY...BIg BIg Sale....sale sale....offer offer...

Posted by EngineeringProfit > 2 months ago | Report Abuse

Cheap gets cheaper..............can wait to buy real cheap for big profit$

Posted by BradonOoi > 2 months ago | Report Abuse

Waiting at RM8 for another averaging price ..

Posted by bachnorton > 2 months ago | Report Abuse

还有一个卖software的大师大力鼓吹这只股。自己还在那边炫耀没几个月收到多少的股息，股价都跌了多少，还在做梦几年后可以回到20，希望他的会员懂得止损。会员会员，你每年的费用都在支撑他的损失，你知道吗？software 烂的不行，还自以为天下无敌，还什么套利大师。

Posted by Loh Kok Wai W > 2 months ago | Report Abuse

那些仙家的话如果全信。。会很失望和大亏。。。。谁要做 ：敢死队，冒险家。。人舍我取。。请便股市大门永远开着。。欢迎自杀。

Posted by Loh Kok Wai W > 2 months ago | Report Abuse

口讲没用。。。行动最实际。。。最好多买；几年后这只股大起。。。造就一班新 超级 富豪。。。。哈哈哈；祝你好运。

Posted by 1288Go > 2 months ago | Report Abuse

Ayoh, please 🙏 write post in english too. Thank you all

Posted by Loh Kok Wai W > 2 months ago | Report Abuse

不明白不会就学。。。don't understand..learn...

Posted by DividendGuy67 > 2 months ago | Report Abuse

Time is the chief enemy for a sunset stock like this - new lows in the past, new low today, the longer you hold, the more you average down, more new lows in the future. Don't fight the trend.

Posted by Investman1981 > 2 months ago | Report Abuse

BAT share price drop again to RM8.55 now. Really very very bad and make lowest price even worse than MC01

Posted by Investman1981 > 2 months ago | Report Abuse

Sound like something gone wrong and really hopeless

Posted by Loh Kok Wai W > 2 months ago | Report Abuse

Long ago is Batman.....n Now is BAD man.....hahaha.....buy buy buy...if you can....

Posted by 5354_ > 2 months ago | Report Abuse

Malaysia’s incidence of illicit cigarettes last year was lowest since 2020
https://theedgemalaysia.com/node/702504

Posted by invest8912 > 2 months ago | Report Abuse

If switch to Maybank or HLI like DividendGuy suggested, now already earn money. I suspect the one who always making buy call don't really own BAT. He is here to mislead people.

Posted by Income > 2 months ago | Report Abuse

Must be competition from China cheaper vape. I think that’s it. Or else why drop until mums can not recognise oredi???

Posted by Income > 2 months ago | Report Abuse

China Gloves killing Msia gloves. Now China vape also doing menace here???

Posted by Income > 2 months ago | Report Abuse

https://www.made-in-china.com/products-search/hot-china-products/Vape.html

Killing Batman???

Posted by Income > 2 months ago | Report Abuse

I pity Batman. Dividendsguy asked you to switch to Maybank, you didn’t want. Now seeing the 🙅

Posted by EngineeringProfit > 2 months ago | Report Abuse

Batmobile dah puncture. Runnnnnn

Posted by 1288Go > 2 months ago | Report Abuse

Hey Invest8912, you may be right on people call a buy buy do not have the stock. Maybe also they may have the stock and biased for it...
We have to be careful....
And DividendGuy has good intentions for everyone...
Invest carefully everyone...

Posted by bachnorton > 2 months ago | Report Abuse

套利大师，你逃离了吗？还是不怕不怕，再跌50%也不怕,因为你是真正的投资大师。 :)

Posted by 1288Go > 2 months ago | Report Abuse

Hey WilliamH, I am personally scared to buy BAT...
Due to so many uncertainties, I song buy BAT again..
I am happy sold out at 13 2 years ago...
As dividendguy67 says, why buy X falling knife

Posted by 5354_ > 2 months ago | Report Abuse

1288Go BAT is better than Pos. At least BAT still profitable and paying dividend unlike Pos loss QR never ending.

Posted by 5354_ > 2 months ago | Report Abuse

Lower share price=higher dividend yield. Time to add more.

Posted by 1288Go > 2 months ago | Report Abuse

Yes 5354_...,
You gave your point ☝️...
Great to enjoy dividends. Just I concern how low Mr bat 🦇 will go to..

Posted by 1288Go > 2 months ago | Report Abuse

Enjoy 😊 your dividends WilliamH 👌

Posted by I_like_dividend > 2 months ago | Report Abuse

8.53 I add more. DY 7.39% better than EPF dividend.

Posted by Investman1981 > 2 months ago | Report Abuse

I bought at RM15.30 before MCO 1st and aveage down. Earn dividend but dont enough cover my BIG paper loss

Posted by Loh Kok Wai W > 2 months ago | Report Abuse

i help u, u help me...i give u dividend..u give me price....hahaha .double win...

Posted by williamh > 2 months ago | Report Abuse

Heard forced sell by margin call nothing with fundamental good buy again

Posted by Loh Kok Wai W > 2 months ago | Report Abuse

No fundmanager....is Run Manager n Look Manager.....

Posted by Income > 2 months ago | Report Abuse

Why suddenly dropped big waterfall?
Pretty scary 😦. How is Vape and Cigarettes biz?

Posted by Income > 2 months ago | Report Abuse

How Operator makes money here?

Posted by 5354_ > 2 months ago | Report Abuse

CW goes to 0(very low) they make money?

Posted by Income > 10 hours ago | Report Abuse

How Operator makes money here?

Posted by EngineeringProfit > 2 months ago | Report Abuse

Falling knife! Falling knife!