BRITISH AMERICAN TOBACCO (M)

KLSE (MYR): BAT (4162)

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Last Price

8.44

Today's Change

+0.12 (1.44%)

Day's Change

8.30 - 8.48

Trading Volume

162,100

Price Target

A price target is an analyst's projection of a share's future price. 

Average Target Price, Price Call and Upside/Downside here are derived from Price Targets in the past 6 months.

Last Price

8.44

Avg Target Price

10.00

Upside/Downside

+1.56 (18.48%)

Price Call

0

SELL

0

HOLD

0

BUY

Date Open Price Target Price Upside/Downside Price Call Firm View Action
Discussions
9 people like this. Showing 50 of 12,588 comments

troy88

Terrible result again as expected. Expecting and hoping for improving QR is just wishful thinking. Good luck to holders..

4 weeks ago

Loh Kok Wai W

up khaw khaw...drop also khaw khaw...

4 weeks ago

BradonOoi

You feel the roller coaster going down today ... https://theedgemalaysia.com/node/712830

4 weeks ago

Loh Kok Wai W

yes..had any profit must run...long term invest ??? past already...

4 weeks ago

auditorandconsultant

devotee-of-john-templeton.blogspot.com/2024/05/tobacco-products-malaysia-study-done.html

Survey and Study till year 2028

Tobacco Study --- > Cigarette market will be shrinking due to increasing health awareness AND eroding Margin

4 weeks ago

SinGor

Chinese New Year Cig consumption is always Low ( i was surprised but has accepted it after 3 seasons )
As MACC has Charged 30 customs officers Last week, Cheap illegal Cigs supply is falling----BAT Luckies
( cheap Cig ) is gaining Volume ( much more next Qr )---Highly likely BAT cheap Brand will replace missing
Revenue from premium Brand Next Qr....A rather Huge Market if MACC operation has broken illegal Cig supply
Chain-----Next Qr Result is worth Waiting!!!!!!!!!!!!

3 weeks ago

Havefun

Let see how much is the floor for this drop

3 weeks ago

winston1

Expecting it to drop below 8 easily

3 weeks ago

ivanlau

If based on forward eps 45x 17 pe, the fair value only rm 7.65, today closing rm 8.30, think about that .........

3 weeks ago

BradonOoi

Chance to collect it at RM8 will come again ..

3 weeks ago

williamh

I strongly believe it will start to reverse and going north from now on and will not break below 8 for very sure during this transition and new generation of e-cigarettes,collecting slowly this morning will increase

3 weeks ago

invest8912

After ex-dividend will go below RM8

3 weeks ago

BradonOoi

Then let's see if BAT will go lower than RM8 next week or not

3 weeks ago

williamh

The talking down of Bat is on going and hope you don’t fall victim of that, its not working on me for I’m immune hahaha 🤣

3 weeks ago

Ken Chung

sometimes i don't understand, why the sudden price hike?

3 weeks ago

SinGor

The Buyer who Bought @ RM 8.90 is NOT local Boy----Bcos the Volume is NOT "one" Lot But 284,700 shares OR
RM 2.50 Mil-----Surely Foreign Fund

3 weeks ago

SinGor

I think Foreigner get in to Lock-in Cheap Ringgit and then After USA Fed Cut rate----Ringgit will appreciate
and most likely BAT will gain 10--15% ( year End )----Easily make 25% Gain Year-End

3 weeks ago

Ken Chung

Bat is undervalued. if their VUSe GO take off, surely will go back to the golden age. Very positive review on VUSE, certified by FDA.

3 weeks ago

Ken Chung

so foreign fund is targeting BAT for investment. good news
next week. watch out

3 weeks ago

williamh

It was extra 0.50 shot up the last 15 min.and that volume speak for it

3 weeks ago

williamh

Collected 30 lots at 8.34.good price

3 weeks ago

BradonOoi

I really think no chance to collect it at RM8 again ...

2 weeks ago

dompeilee

Bought more BAT @ $8.51 & 8.52...now holding more than 38X what I had from '14-'16.

2 weeks ago

DividendGuy67

@dompeilee, is that because your net worth has increased more than 38X since '14-'16? 😂

2 weeks ago

williamh

The day will come soon cigarettes is no related to the illnesses many miss leaded,cigarettes is saving life from any serious illness

2 weeks ago

williamh

Collected 8.40, 20lots xdiv

2 weeks ago

MOBAjobg

Thank goodness, I don’t have any BAT shares in my stock portfolio.
I was lucky enough to NOT pick up BAT shares to indulge in high risk stock speculation, recently.
Reason being its technical readings are so weak and terrible that I just can’t even bear to comprehend.

2 weeks ago

MOBAjobg

Let’s do the math.
UTDPLT declares rm1.90 dividend and its stock price is rm24.62 while BAT’s is rm0.60 for rm8.48.
Don’t you think UTDPLT is better than BAT for dividend and principal capital appreciation prospects with lower risk !

2 weeks ago

DividendGuy67

MOBA, you are right on the spot on BAT. The longer one owns BAT, the bigger the loss as the chart trend downwards. The more one averages down on BAT and position size bigger, the bigger the cumulative $ loss. It's 100% maths.

Still, there's a short term 50/50 setup that is good to cure boredom as we don't do anything to our winning rising positions. So, I took a first entry short term trade at 8.5 before it went ex-div, and plan to dispose when it gets to around 8.8-8.9 or 9 or higher depending ... I blogged on it here.

https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-06-09-story-h-159761967-BAT_trading_update

1 week ago

speakup

I remember bat long time ago was over rm50

1 week ago

DividendGuy67

I was around when it hit RM74 peak and long before that.

When it first fell below 50 to a low of 40+, people said it was cheap and so, when it went back up briefly to 56 it validated the "average downers".

But that was the last time it stayed above 50. After that, it keeps making lower highs and lower lows. Those who previously averaged down and validated, now find their average down strategies hurting them even more.

Market likes to zig zag, to fool a lot of the "average downers".

Investing doesn't have to be difficult. Just pick a good quality fundamental stock that is trading upwards for the past 20 years or so. Wait until it drops to buying zone and then do nothing. Better if it pays dividends too.

1 week ago

williamh

Bat is absolutely undervalued now due to the transition of traditional to e and vape and shortists keep talking down,its no doubt traditional is on the down trend but it’s the vape for the new generation that keep glowing soon it will be the major revalue and profit and ultimately taking over the traditional,I keep accumulating,imagine if it dropped from 40+- to around 8 now, why not,70+ was when bat still had the factory here not after, my target is 80lots, cheers

7 minutes ago

DividendGuy67

@williamh, how large is 80 lots as % capital?

Sorry, still no signs of turnaround. Q1 EPS keeps declining every year, and with declining EPS comes declining price:

Year - Q1 EPS
2015 - 85.2 sen
2016 - 61.5 sen
2017 - 41.6 sen
2018 - 33.7 sen
2019 - 31 sen
2020 - 17.8 sen
2021 - 22.1 sen
2022 - 18.3 sen
2023 - 14.1 sen
2024 - 10.5 sen

I don't have a good feeling about my very small, short term, long trade position.

1 week ago

DividendGuy67

Fwiw, I prefer to see my green positions like UOADEV, TAMBUN, LCTITAN (accumulated at RM1), RAPID, PPHB, HUPSENG and many other greens offsetting reds (such as BAT) to help make my portfolio to new all time highs again today. Looking at BAT doesn't give the same feeling.

1 hour ago

DividendGuy67

Looking at Q1 EPS from 2015 to 2024, it has always been double digit sen. 2024 drop to 10.5 sen (from 85.2 sen back in 2015) is a bad sign, as Q1 has included Vuse and Vape products.

The critical case will be future quarters - will BAT quarterly EPS falls to single digit sen. IN particular, if Q1/2025 EPS is below 10 sen, that means Vuse and Vape strategy has not worked to give a turnaround.

In times like this, watch your Position Sizing. It is the NUMBER 1 rule - you can't afford to have a large position here and then hold for a long time, as EPS keeps falling and falling and falling with each yearly QR report.

1 week ago

DividendGuy67

Hmmmn ... historically, BAT's quarterly dividend is always double digit sen, but last quarter DPS is 10.0 sen exactly. I wonder if we will see single digit DPS in 2024?

It might not happen in Q2 and Q3, as seasonally, that's BAT's strong EPS and DPS. However, Q4/2024 and Q1/2025 will be the worry.

I am looking for a spike to get out in the short term at a small profit.

1 week ago

DividendGuy67

Set sell all at 8.9 GTC limit order. Will stop watching this stock. Cheerio!

1 week ago

speakup

dividendguy67 u are Bat Man!

1 week ago

BradonOoi

Nope, he is a Selling man 😄

1 week ago

MOBAjobg

I like the post as quoted below.
I prefer not to pay a hefty premium for a stock that I’m convinced is still being plagued by a significant percentage of EPS contraction yearly.

Posted by ivanlau > 2 weeks ago | Report Abuse

If based on forward eps 45x 17 pe, the fair value only rm 7.65, today closing rm 8.30, think about that .........

1 week ago

DividendGuy67

@speakup, haha. I prefer to position my portfolio to make new all time highs, than be stubborn on any one stock. I temporarily forgot the declining EPS in BAT when I looked at the chart - in a period of temporary insanity, I bought 1000 shares at 8.5 before it went ex-div. Silly me. Later on the weekend, I realized I made a mistake, hence, the GTC sell order. Hope it triggers before this year end.

Meanwhile, this article explains my investing approach, my goals of investing and provide better context. Today, I was pleasantly surprised that my portfolio made new all time highs again. The size of increase is the largest since I started tracking 8 months ago. Total number of new all time highs is 44 times, averaging 5-6 times per month.

My advise to all is don't be stubborn or loyal to any stock. If we make a mistake, get out. Move on to other stocks. Position your portfolio to make new all time highs.

https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-06-11-story-h-159701327-Portfolio_All_Time_High_Profit_Watermark_June_Update

1 week ago

BradonOoi

We will get the dividend next Thursday. Prepare to use the money to reinvest if BAT falls to certain cheap price

1 week ago

SinGor

BAT should follow UK parent doing Shares BuyBack. Any Buy back will lift price to RM30

6 days ago

BradonOoi

Sadly, no proposal for share buybacks for this year's agm
https://www.batmalaysia.com/attachments/medMDD5PFPM.pdf

4 days ago

williamh

Maybe it’s the preparation for the buying back at lower cost within the target

4 days ago

Skywalker00

It’s just going to be another trend of paying dividends while the stocks depreciates,,, I used to believe there’s hope of recovery,,,,, but .,,,, looks so hopeless as a business,,, it’s a matter of what price is saturation based on PE

4 days ago

williamh

I believe even the most patient person is starting to think otherwise for sure a long down treading but I guess it’s returning to the starting point and so I position myself and closely watched the completion of the transition from the convention to the new generation e n vape

2 hours ago

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