Posted by Baby Shark > 2020-01-20 12:31 | Report Abuse

Rm2.00 you nangis kuat kuat..

Posted by apalumau > 2020-01-20 12:35 | Report Abuse

1.88 huat lah....hahaha......

Posted by shareinvestor88 > 2020-01-20 12:37 | Report Abuse

SELL TP 1

Posted by apalumau > 2020-01-20 12:39 | Report Abuse

13.88

Posted by apalumau > 2020-01-20 12:42 | Report Abuse

mat salleh knew us like huat, so pressing from 26.88, 23.88,19.88, 16.88, 12.88 for everyone here! thx!

Posted by Tipster > 2020-01-20 12:43 | Report Abuse

Next stop 8.88?

Posted by Steve Jub > 2020-01-20 12:45 | Report Abuse

Then 2.88 lol

Posted by Tipster > 2020-01-20 12:57 | Report Abuse

don't think the funds are done selling.... possible to go below 10 for this one...

Posted by Matcha Green Tea > 2020-01-20 13:24 | Report Abuse

As long as illicit cigratte stay at high levels, BAT and all legal players are bound to be affected.
65% illicit market share as of Oct 19. Let's see if it will grow more by Oct 20.

Posted by hotmission > 2020-01-20 13:31 | Report Abuse

ill sell to whatever buyer that currently have. still want to hope for better buyer at this trend? you're lucky if there's buyer queuing at 5.00

Posted by Steve Jub > 2020-01-20 13:41 | Report Abuse

Imagine how much loses major share holders everyday

Posted by bootroop > 2020-01-20 13:48 | Report Abuse

Wonder where is that Moustache Bro... snorkeling ?

Posted by Keyman188 > 2020-01-20 14:15 | Report Abuse

So sorry to say that this counter is not Syariah Compliance....

So most of the pilgrim funds...retirement...certain unit trust funds...unable to invest this counter.....

Very high possibility coming soon Q4'19 result unable to meet market expectation.....

I foresee Q1'20 definitely will fall below RM 10..............

Posted by CatchThe Bull > 2020-01-20 14:20 | Report Abuse

Getting more bullets for BAT, 3 days in a row buying, keep buying more. Happy investing :)

Posted by Baby Shark > 2020-01-20 14:32 | Report Abuse

Touch dis can bankrupt..

Posted by KAQ4468 > 2020-01-20 14:33 | Report Abuse

misai pun boleh luruh wooooo

kikikikiki





Posted by bootroop > Jan 20, 2020 1:48 PM | Report Abuse

Wonder where is that Moustache Bro... snorkeling ?

Posted by KAQ4468 > 2020-01-20 14:37 | Report Abuse

RIP ...ammennnnnnn








Posted by CatchThe Bull > Jan 6, 2020 4:39 PM | Report Abuse

14.60 is the lowest price for this round of downtrend. Bottoming almost complete and strong foundation here, prepare for strong rebound soon. If you have extra money, park here. No regret.

Posted by Baby Shark > 2020-01-20 14:38 | Report Abuse

Betul betul cebeh..

Posted by Baby Shark > 2020-01-20 14:39 | Report Abuse

Will only consider buy below Rm8.00.. I no berani.. hehe

Posted by anzo888 > 2020-01-20 14:43 | Report Abuse

Sale of the century. Buy b4 release of qtrly results. If still drop after results, buy again.

Posted by Baby Shark > 2020-01-20 14:46 | Report Abuse

Lagi buy lagi turun, lagi buy lagi turun.. how?
Am afraid dis company return rokok lesen..

Posted by Baby Shark > 2020-01-20 14:49 | Report Abuse

.. and sell roti canai

Posted by unluckiest > 2020-01-20 14:51 | Report Abuse

ceo dont do something??

Posted by Baby Shark > 2020-01-20 14:53 | Report Abuse

I think dis company susah liau.. some medium rich men also buy sampai pomchet & start takut..

Posted by Baby Shark > 2020-01-20 14:55 | Report Abuse

Will tunggu 8.00 baru buy sikit.. then 5.00 & then 2.00.. hahaha

Posted by zerocool7199 > 2020-01-20 14:56 | Report Abuse

No eyes see

Posted by apalumau > 2020-01-20 14:57 | Report Abuse

waiting 12.28, catching falling rokok........

Posted by Tipster > 2020-01-20 14:58 | Report Abuse

Everyday queue at limit down price... if kena, then good for u... else continue to queue the next day...

Posted by Unkerpanjang > 2020-01-20 15:21 | Report Abuse

Must cut losses now.... Will go deeper in red!

Posted by KAQ4468 > 2020-01-20 15:21 | Report Abuse

RIP ...ammennnnnnn








Posted by CatchThe Bull > Jan 6, 2020 4:39 PM | Report Abuse

14.60 is the lowest price for this round of downtrend. Bottoming almost complete and strong foundation here, prepare for strong rebound soon. If you have extra money, park here. No regret.

Posted by Hidup_Anwar > 2020-01-20 15:23 | Report Abuse

BAT very bad bec wrong PM?

Posted by CharlesT > 2020-01-20 15:27 | Report Abuse

https://www.theedgemarkets.com/article/illicit-cigarettes-likely-remain-key-challenge-bat

TA's latest TP RM11.90.....hmmm..

Posted by enigmatic ¯\_(ツ)_/¯ > 2020-01-20 15:42 | Report Abuse

Good sharing. A very good write up by TA Securities.

Posted by princehero > 2020-01-20 15:52 | Report Abuse

My target of rm12.50 is becoming a reality...

Posted by apalumau > 2020-01-20 15:55 | Report Abuse

11.88 = 日日发发

Posted by lambsauce > 2020-01-20 15:58 | Report Abuse

sigh, this is actually saddening
this just shows how incompetent our govt is in handling illicit ciggies, or they are actually allowing them for some reasons, which shall not be mentioned.
if continue to be like this, more companies are leaving here to do biz.

Posted by shareinvestor88 > 2020-01-20 16:02 | Report Abuse

Selldown .... tp 1

Posted by Steve Jub > 2020-01-20 16:04 | Report Abuse

crashing

Posted by Tipster > 2020-01-20 16:04 | Report Abuse

"Tak suka, boleh keluar..."

Posted by Steve Jub > 2020-01-20 16:05 | Report Abuse

The initial privatisation offer was RM7.80 per share (March 2014), which was subsequently revised to RM8.20 per share (May 2014), implying a forward PER

Posted by Baby Shark > 2020-01-20 16:06 | Report Abuse

How to keluar.. already sangkut

Posted by Tipster > 2020-01-20 16:08 | Report Abuse

Hahaha... somebody will come out and say that phrase just like how the screw the minorities here... you don't like how it works here, then keluar...

Posted by apalumau > 2020-01-20 16:09 | Report Abuse

during CNY, few billions sticks of rokok being burned, as ppl gambling at home, the illegal rokok operators r ready for all this!

Posted by apalumau > 2020-01-20 16:18 | Report Abuse

just like firecrackers, ppl now buying at the boxes basis lor...........

Posted by shareinvestor88 > 2020-01-20 16:32 | Report Abuse

sell sell tp 1

Posted by shareinvestor88 > 2020-01-20 16:35 | Report Abuse

RUN RUN .... TP 1

Posted by IvanC > 2020-01-20 17:16 | Report Abuse

shortterm oversell, may rebound abit

Posted by Choivo Capital > 2020-01-20 17:32 | Report Abuse

Now, assuming that long term wise, BAT can only make 200m a year, which is about 38% down from current earnings.

As they pay out all earnings as dividends, valuation becomes quite "straightforward".

This would translate to around a value of RM4.4bil, if discounted at 4.5%. Given current enterprise value of around RM4bil.

You have about 10% margin of safety.

Now, if the Malaysian govt, actually crackdown hard on illegal cigarettes, or even just ban transshipment of cigarettes and only have one port of entry of import of cigarettes, more than half of the problem for illegal cigarettes will be solved, causing earnings to go back up.

The question now is, will the govt do that?

Or is corruption too entrenched, and political will lacking (smokers are a significant part of the voting base)

Well, its looking quite interesting.

Posted by Choivo Capital > 2020-01-20 17:33 | Report Abuse

I think if it drops another 20%, it would be worth buying.

Posted by CharlesT > 2020-01-20 17:34 | Report Abuse

Last year drops ard 60%+..this year todate ard 15%..