Posted by pharker > 2015-12-09 01:11 | Report Abuse

Dear I like dividend,

Tobacco companies sell their cigarettes via a very specialised delivery channel / distribution networks of dealers,who then sell to shops then to consumer/smokers

Upon the dealers stock up , the tbco co. will book in the revenue and since vaping is just a recent phenomenon, and its catching on strong, this will slow down the moving of the stock, and once the dealer finds stock move out slower, then the next order will be less...AND this is the time the tbco co. revenue drop will show..there is a time lag for the inventory to deplete , probably it will show in the next 2 coming Qs

I suspect some insider knows and is selling BAT shares...before this is out.

Been smoking for 20 years and now stopped, change to a lesser evil, vaping.

Posted by pharker > 2015-12-09 01:30 | Report Abuse

But of course having said the above, these giants with deep pockets are not sitting ducks to let eroding sales continue once they realise the threat is real, few things they can do or probably is doing, amongst which :-

1. buy out / invest in the competition, but must be careful of cannibalism effect

2. influence the regulators to kill the competition, and most often regulators are also politicians, and with their deep pockets, is not so difficult to do ,,,hahaha

Posted by Time_to_buy > 2015-12-09 11:55 | Report Abuse

52 week low and Mitsubishi keep buying. Should we follow?
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4943297

Posted by Win188 > 2015-12-09 12:47 | Report Abuse

what happen to BAT? why keep on dropping ?

Posted by I_like_dividend > 2015-12-09 13:07 | Report Abuse

Is it many quit smoking(or become vaper) after cigarettes price increase by RM 2.3/pack post budget?

Posted by Win188 > Dec 9, 2015 12:47 PM | Report Abuse
what happen to BAT? why keep on dropping ?

Posted by I_like_dividend > 2015-12-09 13:12 | Report Abuse

But I heard vaping got ban in many places. Old smokers don't change their habits easily.

Posted by Chinghis > 2015-12-09 14:35 | Report Abuse

even though vaping is ban in other places, but dont forget that we are in MALAYSIA....
MALAYSIA BOLEH!!!
look at how our government reaction on vaping...

Posted by Time_to_buy > 2015-12-09 15:00 | Report Abuse

Why foreigners Mitsubishi and Aberdeen are buying but not EPF?

Posted by BuyLowSellHigh > 2015-12-09 15:08 | Report Abuse

exactly malaysia boleh, BAT boleh bagi duit to make vaping illegal

Posted by I_like_dividend > 2015-12-09 15:24 | Report Abuse

I see DY 5.55%(over 2% higher than FD) as good buy. What EPF see different from myself?
http://klse.i3investor.com/servlets/stk/fin/4162.jsp

Posted by BuyLowSellHigh > 2015-12-09 15:50 | Report Abuse

whoah, fucking sell down... those that buy at 60+ now cry

Posted by Win188 > 2015-12-09 16:07 | Report Abuse

just bought today....what do do? just keep for a while....hope that rebound

Posted by BuyLowSellHigh > 2015-12-09 16:13 | Report Abuse

ive been averaging down until sell house to average down

Posted by BuyLowSellHigh > 2015-12-09 16:13 | Report Abuse

now stay at homeless shelter... if down more need sell backside

Posted by ChinKeng Lee > 2015-12-09 16:41 | Report Abuse

this is not normal .. cannot accept it at all . :(

Posted by ChinKeng Lee > 2015-12-09 16:42 | Report Abuse

please hold.. last 3 mins ..

Posted by BuyLowSellHigh > 2015-12-09 17:00 | Report Abuse

ya hold to 55.90, LOL

Posted by ChinKeng Lee > 2015-12-09 17:01 | Report Abuse

hahaha... seems like not good limit down few days .

Posted by bat123 > 2015-12-09 20:55 | Report Abuse

Massive selldown ob BAT by EPF due to changing investment way. EPF will invest more on ESG companies. Environmental, Social and Governance (ESG) principles becoming a lot more important. Pension funds and big money are increasingly stressing that their money should be invested in companies that just don’t only deliver longer-term shareholder value, but also do so in a proper way. EPF has announce that they will start this concept on next year.The Government wants to promote Malaysia as a market for Socially Responsible Investment. In the tabling of Budget 2015/2016, it said among the measures which would be implemented was introducing the ESG to raise the profile of listed companies, which had high socially responsible practices.As equities would be an asset class the EPF would start using ESG principles to invest in, will then sell down its stake in tobacco firm British American Tobacco The EPF owns a 7.81% stake in BAT.

Posted by bat123 > 2015-12-09 20:58 | Report Abuse

As long as Mitsubishi UFJ & Aberdeen Assets Mgmt keep on buying. BAT is the right choices. Because this 2 giant fund house would not be wrong. They are the most reputable investment fund house after Goldman Sachs, JP Morgan Chase...Credit Suisse.

Posted by DreamDominator > 2015-12-09 21:00 | Report Abuse

55k for just 1 big lot ... One can buy nearly 500 big lots of Nova wiff dat ...

Posted by bat123 > 2015-12-09 21:04 | Report Abuse

BAT dividend is strong. Thus we need to change our perception in investing,on this stock "Focus on long term Growth rather than Short Term Oppurtinity"

Posted by Mohd Fahmi Bin Jaes > 2015-12-09 21:50 | Report Abuse

Sell. Go 52

Posted by Good_buy > 2015-12-09 22:30 | Report Abuse

Buy buy. RM 65 by CNY.

Posted by Good_buy > 2015-12-10 09:39 | Report Abuse

PE, DY is what matters to shareholders. BAT DY 5.64% is highest since 2008 base on i3 info. Why someone selling cheaply?
http://klse.i3investor.com/servlets/stk/fin/4162.jsp

Posted by Kh Hoe > 2015-12-10 10:40 | Report Abuse

Wat happen?keep on drop

Posted by Mohd Fahmi Bin Jaes > 2015-12-10 10:42 | Report Abuse

Sell sell
Go rm 52

Posted by richkid1 > 2015-12-10 11:05 | Report Abuse

Maybe EPF selling.

Kh Hoe Wat happen?keep on drop
10/12/2015 10:40

Posted by richkid1 > 2015-12-10 11:06 | Report Abuse

But I think EPF will buy back later only question is what price and when?

Posted by richkid1 > 2015-12-10 11:08 | Report Abuse

Mitsubishi and Aberdeen also can buy when low enough only question is when and what price?

Posted by richkid1 > 2015-12-10 11:17 | Report Abuse

Crackdown on e-cigarettes will give tobacco firms breathing room-NST 10th Dec.

Posted by Win188 > 2015-12-10 11:31 | Report Abuse

any advise what price can buy?

Posted by kinfatt999 > 2015-12-10 11:40 | Report Abuse

booooooooom all down all die all lose

Posted by 123abc > 2015-12-10 11:49 | Report Abuse

Better sell it @ 55.00 to cut loses. This stock is currently downtrending!

Posted by ChinKeng Lee > 2015-12-10 11:53 | Report Abuse

sold.. contra loss ..

Posted by Mohd Fahmi Bin Jaes > 2015-12-10 12:24 | Report Abuse

People use vape nowadays. Bat no future. Cut loss cut

Posted by number12 > 2015-12-10 12:41 | Report Abuse

55 support...

Posted by BuyLowSellHigh > 2015-12-10 14:30 | Report Abuse

PM session will up for sure...

Posted by BuyLowSellHigh > 2015-12-10 14:30 | Report Abuse

my fund coming in to buy

Posted by Win188 > 2015-12-10 15:13 | Report Abuse

wat happen to BAT? no rebound at all...

Posted by Mohd Fahmi Bin Jaes > 2015-12-10 16:08 | Report Abuse

No support. Keep drop. Fast sellll
54.88

Posted by Mohd Fahmi Bin Jaes > 2015-12-10 16:11 | Report Abuse

54.84
RED ALERT

Posted by Mohd Fahmi Bin Jaes > 2015-12-10 16:12 | Report Abuse

54.82

Posted by Mohd Fahmi Bin Jaes > 2015-12-10 16:13 | Report Abuse

54.78
Free fall

Posted by Mohd Fahmi Bin Jaes > 2015-12-10 16:13 | Report Abuse

54.76

Posted by sure > 2015-12-10 16:14 | Report Abuse

Opportunity coming

Posted by Mohd Fahmi Bin Jaes > 2015-12-10 16:17 | Report Abuse

Friday might be rebound

Posted by Mohd Fahmi Bin Jaes > 2015-12-10 16:24 | Report Abuse

54.48 omg

Posted by culain99 > 2015-12-10 16:30 | Report Abuse

dropping

Posted by Eric Tee > 2015-12-10 16:33 | Report Abuse

will drop to RM50.00 resistance i think。 free fall coming^^ all punter need to cut loss and force selling by today