Posted by Choivo Capital > 2020-01-20 17:39 | Report Abuse

Current 320m.
Less 37.5%:120m
Estimated: 200m

Posted by KAQ4468 > 2020-01-20 17:41 | Report Abuse

better go buy magnum toto kuda la

Posted by CharlesT > 2020-01-20 17:41 | Report Abuse

Whats the basis for yr 37.5% cut to rm200m??

Posted by CharlesT > 2020-01-20 17:42 | Report Abuse

37.5% of the smokers here die in next few years?

Posted by shareinvestor88 > 2020-01-20 17:52 | Report Abuse

SELL RUN SELL TP 1

Posted by Depeche > 2020-01-20 18:03 | Report Abuse

Going to drive it below 10?

Posted by Najib Zamry > 2020-01-20 18:21 | Report Abuse

bottom out tommorrow?

Posted by ChickyWaWa > 2020-01-20 18:23 | Report Abuse

RM10 after CNY!

Posted by value88 > 2020-01-20 18:30 | Report Abuse

Bought some. The price is too attractive..

Posted by shareinvestor88 > 2020-01-20 18:43 | Report Abuse

Will drop below 10

Posted by shareinvestor88 > 2020-01-20 19:09 | Report Abuse

True... sunset industry. Look at KODAK NOKIA etc.

Posted by shareinvestor88 > 2020-01-20 19:09 | Report Abuse

Not worth a penny

Posted by bluebiznet > 2020-01-20 19:16 | Report Abuse

Ask yourself sincerely, do you see a pen and some paper in any coffee shop? The growing numbers of vietnamese girls in almost everywhere of malaysia, online gambling promotion on fb malaysia? And the so called karaoke around your area which even citizen like us knew that it is actually 摇头场。。 still believe in the enforcement fairy tales promised by malaysia govment?

Posted by Lol > 2020-01-20 19:35 | Report Abuse

there are so much of reasons when the price up or down. btw this bat shark is pro....

Posted by somersby > 2020-01-20 19:50 | Report Abuse

Die

Posted by wakarimas > 2020-01-20 20:03 | Report Abuse

wah, lelong lelong. itchy tangan saya....

Posted by Loh Kok Wai W > 2020-01-20 20:38 | Report Abuse

Bad counter....not bat.

Posted by Jeffreyteck > 2020-01-20 21:56 | Report Abuse

...In September last year, BAT said it was in a lose-lose situation, where a rampant illicit cigarette trade was eating into its market share, while it has to contend with the rapidly-rising vape market, which is also not legal.... That indicates degree of corruption and effective enforcement?

Posted by shareinvestor88 > 2020-01-20 22:59 | Report Abuse

SELL TP 1

Posted by PKok6655 > 2020-01-20 23:00 | Report Abuse

Look for tomorrow morning coming soon

Posted by PotentialGhost > 2020-01-20 23:04 | Report Abuse

Give malaysia play until died haha

Posted by gsi723 > 2020-01-20 23:52 | Report Abuse

11.88...

Posted by posby > 2020-01-21 07:47 | Report Abuse

Ready for new low today... CNY color is coming again...
Ahha

Posted by AlfI3 > 2020-01-21 08:29 | Report Abuse

If everybody sell, who r d buyers then? Some institutioners r still holding it for divendens for long term. Dun forget abt these grps. D prc might rebound up

Posted by BillyK > 2020-01-21 08:30 | Report Abuse

watch 9.90

Posted by Keyman188 > 2020-01-21 08:50 | Report Abuse

For more conservative, better to wait until Q4'19 results announce 1st then decide whether worthy to keep for long term....

Don't look at pass dividend to justify dividend yield...

About 90% of the profit distribute to shareholder as part of holding rewards...

If the profit unable to sustain definitely dividend payout also reduce substantially & dividend yield also simultaneously depreciate further...

Remember, not always "VALUE TRAP"...............

Posted by 5354_ > 2020-01-21 09:23 | Report Abuse

BAT loses RM17b market cap in six years, about enough to buy both Carlsberg and Heineken
https://www.theedgemarkets.com/article/bat-loses-rm17b-market-cap-six-years-almost-enough-buy-both-carlsberg-and-heineken

Posted by CatchThe Bull > 2020-01-21 09:28 | Report Abuse

16/1/2020 volume was 2,149,300, average about RM28million transacted based on lowest price @14.04
17/1/2020 volume was 1,205,300, average about RM16million transacted based on lowest price @RM13.62
20/1/2020 volume was 3,274,400, average about RM41million transacted based on lowest price @12.62
No explanation. Invest with your own risk. Happy investing :)

Posted by Unkerpanjang > 2020-01-21 09:28 | Report Abuse

Morning, morning... Diarrohea sudah mari. No reprieve.... Who is collecting?

Posted by villa1668 > 2020-01-21 09:30 | Report Abuse

Look like finding the bottom already. Good entry point ya

Posted by freetrade > 2020-01-21 09:38 | Report Abuse

BAT COME RED AGAIN!!! SEND ICU.

Posted by KAQ4468 > 2020-01-21 09:39 | Report Abuse

yeahhhhhhhh


misai pun terbakar woooo kena api rokok



kah kah kah

Posted by KAQ4468 > 2020-01-21 09:40 | Report Abuse

RM55

RM45

RM35

RM25

RM15

RM5

50 cents




Kah kah kah

Posted by CatchThe Bull > 2020-01-21 09:42 | Report Abuse

@KAQ4468 if you got no extra money or no money to invest, don't touch this. This is for investors who can wait for 1 to 3 years.

Posted by KAQ4468 > 20/01/2020 3:21 PM | Report Abuse

KAQ4468 RIP ...ammennnnnnn

Posted by KAQ4468 > 2020-01-21 09:45 | Report Abuse

kah kah kah kah

wakakakakakakakakakakaka










Posted by CatchThe Bull > Jan 21, 2020 9:42 AM | Report Abuse

@KAQ4468 if you got no extra money or no money to invest, don't touch this. This is for investors who can wait for 1 to 3 years.

Posted by KAQ4468 > 20/01/2020 3:21 PM | Report Abuse

KAQ4468 RIP ...ammennnnnnn

Posted by KAQ4468 > 2020-01-21 09:46 | Report Abuse

catch the bull or catch the shit ?????????

wakakakakakakakakakak



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 Depeche > 2020-01-21 09:47 | Report Abuse

It's going towards 10 and below

Posted by Choivo Capital > 2020-01-21 09:49 | Report Abuse

Well, its just an estimate on the bottom for me. Currently, legal ciggs is 25% of the malaysian market.

At another 37.5% down, it will be about 10% or so of the market, i don't see how things can get worse than that.

Currently Australia and Singapore have the most expensive cigarettes in the world, however, due to extremely strong enforcement, illegal ciggs is about 10% of the market.

Well, taking the opposite position, if you have extremely weak and corrupt enforcement, legal ciggs may end up with 10% of the market share lol.

Having said that, if legal ciggs really become 10% of the market share, the profit is likely much lower than that due to worse economy of scale etc.

====
CharlesT Whats the basis for yr 37.5% cut to rm200m??
20/01/2020 5:41 PM

Posted by RainT > 2020-01-21 10:00 | Report Abuse

wow

low

Posted by RainT > 2020-01-21 10:05 | Report Abuse

after 1 to 3 years

BAT share price can recover meh?

how to know?

see the illegal market & gomen attack on BAT is look bad

Posted by Unkerpanjang > 2020-01-21 10:06 | Report Abuse

Holy shit... We just witnessed a dead cat bounce.

Posted by Steve Jub > 2020-01-21 10:09 | Report Abuse

12.22 new low . nice number

Posted by Baby Shark > 2020-01-21 10:14 | Report Abuse

Wah so cheap..

Posted by CatchThe Bull > 2020-01-21 10:21 | Report Abuse

Good estimation @Choivo Capital.
This forum really need something like this. Something that benefit to all readers.
NOT just barking nonsense all day long :)

Posted by Baby Shark > 2020-01-21 10:38 | Report Abuse

Hehe.. lucky no touch

Posted by apalumau > 2020-01-21 10:55 | Report Abuse

no afraid, wait at 11.88 huat lah.......

Posted by princehero > 2020-01-21 10:59 | Report Abuse

Wah.. at my price target today .. but how to buy? Keep dropping ..

Posted by RainT > 2020-01-21 11:01 | Report Abuse

this show long term value investing does not work in Msia

Posted by slts > 2020-01-21 11:02 | Report Abuse

illegal cigs r getting more n more difficult to buy
i know cos i smoke them
so the guesses of bat mkt share is reducing r not correct

Posted by RainT > 2020-01-21 11:02 | Report Abuse

if bought 20 years ago

hold until now & not sell when peak,

so now back to square one