Far from being a sunset industry,the proliferation of cheap contraband cigarettes at >50% market share,has produced a new wave of young smokers.usually priced at RM 4 to RM 5. per pack of 20 they are indirectly creating new markets for combustible cigarettes
Smokers puffing out toxic particles at car parks, outside restaurants, one floor below your apartment unit, amidst the crowd at night market. Try to ask him/them to stop, guess what will happen?
I believe BAT will continues to make profits and not likely losses primarily there will still be smokers whether combustible, heat not burn or vape . BAT has all these products . They’re vape ‘ vuse’ well received in Malaysia and vuse in global market leader. Not many counters in Bursa paid dividend yield more than 8% year… at RM8 BAT probably at 8% yield.
Bat need to show the continuing Of turnning around and vape is very much received among the new generation and any regulations challenger is already factoring
BAT needs to see 1 more quarter result to confirm whether the company really turnaround or not, if next quarter Net profit also above 60 or 61 mil, the turnaround is even more solid, share price should be able to break 9.00-9.20. For next 2-3 days, buying momentum plus feel good atmosphere may push it to go up further but Friday rise a bit too fierce. Vuse in vape market seems like gaining market share if government put more effort to reduce illicit cigarettes, BAT maybe able to post higher than 63/65mil PAT for next 2 quarters.
The tobacco black market incidence saw a decrease of 0.4% from 54.8% to 54.4% in the current quarter---- With a 3.3% increase in volume as compared to same period last year, the Group saw a 0.5% rise in revenue, totaling RM609.9 million _______________________________
A very small drop in Black Market and a small increase in Volume will generate a Very Big in Dividend next Qr Bcos BAT give out nearly 70--80% profit as Dividend----My BET big dividend next Qr bcos Anwar wants Custom to stop Black Market by big allocation in Budget 25 to Custom Dept
Bought more BAT below $8.18 this morning to average down my long-term holding cost, which is now below the 1998 bottom. Almost $11k in dividend already paid for my patience & another nearly $1k coming this Nov!
Totally agree! With BAT diversifying into vapes and the market showing positive signs, I think we can expect solid results. If they keep churning out profits, especially with that dividend yield hovering around 8%, I'm all in. Can't wait to see how the next quarter shapes up!
I bought this BAT in 2020, have received its dividends for 4 years. For some rising a question of why BAT as largest seller of cigarettes didn't raise cigarettes selling price.. For the situation of past 2-3 years, it is much better to maintain selling price or reduce Rm 0.80 or Rm 1 per pack in order to fight illicit cigarettes in the black market. The government can reduce illicit cigarettes market share to below 45 or 48% will help to boost profit level of BAT in next 2-3 quarters. Vape market situations or how BAT perform in Vape market should be analysed by research houses covering this counter..
Reduce selling price? Meaning reduce sales and profit? Good for those who want cheaper BAT. I doubt you own BAT for 4 years.
Kevin Tam
I bought this BAT in 2020, have received its dividends for 4 years. For some rising a question of why BAT as largest seller of cigarettes didn't raise cigarettes selling price.. For the situation of past 2-3 years, it is much better to maintain selling price or reduce Rm 0.80 or Rm 1 per pack in order to fight illicit cigarettes in the black market. The government can reduce illicit cigarettes market share to below 45 or 48% will help to boost profit level of BAT in next 2-3 quarters. Vape market situations or how BAT perform in Vape market should be analysed by research houses covering this counter..
Buying back is next to the enhancement Of EPS PLUS due to the 2% dividen tax to be introducing soon , its looking up onto new generation well received despead to downtread Of tradisional combustible, bat is undervaluing
I saw last week, custom Dept had raided 2 Vape shop ( 50m) between them---Custom just sapu All Brands (illegal) BAT Vuse vape margin is low however Demand (illegal vuse) is very High among Gen Z---If Custom Dept keep raiding illegal Outlet, many will go underground, exposing atleast 30% to BAT vuse to Gen Z---This not a small figure considering Vape market is a RM2.0 Billion market Or RM500 million per Qr
SinGor I saw last week, custom Dept had raided 2 Vape shop ( 50m) between them---Custom just sapu All Brands (illegal) BAT Vuse vape margin is low however Demand (illegal vuse) is very High among Gen Z---If Custom Dept keep raiding illegal Outlet, many will go underground, exposing atleast 30% to BAT vuse to Gen Z---This not a small figure considering Vape market is a RM2.0 Billion market Or RM500 million per Qr 08/11/2024 9:51 AM
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....
Income
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Posted by Income > 2 weeks ago | Report Abuse
kam wins then Dow jones drop Kaw Kaw? Don't be happy early,