KLSE (MYR): BAT (4162)
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Last Price
8.18
Today's Change
-0.02 (0.24%)
Day's Change
8.17 - 8.21
Trading Volume
31,700
Market Cap
2,336 Million
NOSH
286 Million
Avg Volume (4 weeks)
271,650
4 Weeks Range
8.00 - 8.90
4 Weeks Price Volatility (%)
52 Weeks Range
8.00 - 11.18
52 Weeks Price Volatility (%)
Previous Close
8.20
Open
8.21
Bid
8.17 x 5,600
Ask
8.20 x 13,900
Day's Range
8.17 - 8.21
Trading Volume
31,700
Latest Quarter | Ann. Date
31-Dec-2023 [#4] | 06-Feb-2024
Next QR | Est. Ann. Date
31-Mar-2024 | 29-May-2024
T4Q P/E | EY
11.99 | 8.34%
T4Q DY | Payout %
7.70% | 92.37%
T4Q NAPS | P/NAPS
1.32 | 6.20
T4Q NP Margin | ROE
8.43% | 51.67%
Sector: CONSUMER PRODUCTS & SERVICES
Sector: CONSUMER PRODUCTS & SERVICES
Subsector: PERSONAL GOODS
Subsector: PERSONAL GOODS
Description:
British American Tobacco Malaysia Bhd manufactures and sells cigarettes and other tobacco products in Malaysia. It also undertakes contract manufacturing for British American Tobacco Group in the Asia-Pacific region to export both cigarettes and semifinished goods to Australia, South Korea, the Philippines, and Taiwan. Most of the company?s revenue is from its tobacco sales in Malaysia, where it sells its products to third-party distributors. Key brands include Dunhill, Peter Stuyvesant, Pall Mall, Kent, and Shuang Xi.
I know it's difficult to see the direction of this stock trend is going towards. However, could this be the potential reasons for trend reversal?
"Meanwhile, sales generated from its vape brand, Vuse, stood at less than two per cent of the BAT sales, with the group targeting the new category (Vuse and THP) to achieve 30 per cent of total sales in the next three to five years."
"Currently, Vuse products are available in 6,600 retail outlets and 1,100 vape stores, significantly fewer than the 45,000 outlets for BAT's combustible cigarettes, suggesting more room to grow," it added.
Source: https://www.klsescreener.com/v2/news/view/1278081/challenging-outlook-for-bat-due-to-inconsistent-revenue-sources
2 weeks ago
Beware sunset business.
Business EPS and DPS CAGR negative 12% per annum CAGR, price dropped similarly.
Follow long term fundamentals and follow long term price trend. When fundamentals and technical drops like this past 10 years, with no reversals, avoid. Don't be a hero to predict change in fundamentals and change in price trends - that is low probability game and more likely, you will lose out to EPF.
2 weeks ago
You are right DividendGuy67..,
Yes, it's not the price of the stock...nor current dividends. Yes, there are too many unknowns about Bat...illicit cig sales, govt intervention, people going for safer products etc. If someone held on to bat when it was 13, the capital loss from 13$, is huge...and those dividends can't even Recoup your capital.
Bat is on trend of lower lows. Wondering what will trigger share price uptrend.
2 weeks ago
For those really cash rich can afford to buy for dividends, but careful about unrecoupable capital losses. One main rule is not to loose your capital.
For medium bilis like us, we need to be very very careful. Bilis like us, cannot afford to wait on sidelines for the next 5 to 10 years.
2 weeks ago
Posted by 1288Go > Mar 2, 2024 3:07 PM | Report Abuse
You are right DividendGuy67..,
Yes, it's not the price of the stock...nor current dividends. Yes, there are too many unknowns about Bat...illicit cig sales, govt intervention, people going for safer products etc.
Wondering what will trigger share price uptrend.
Only mandatory decree from powerful politicians to enforce smoking cigarettes will make Batman revival from doldrums… because the smoke from cigarettes will kill covid in the lungs and etc. I dreamt about this last night.
2 weeks ago
Thanks 🙏 Income,
My opinion is politicians will not promote cig smoking but it's already good that they did not ban cigs.
For those who still buy, trust you can recoup. It's quite possible that we are nearing lows but again unknown is whether big funds are still interested in Bat..?
2 weeks ago
It was really a shock that from 8.55-8.60 dropping to 8.08 in 2 days then jumped back to 8.21-8.22 when market closed. It is the pessimistic of many retail investors in past 2-3 months have made the share prices to fall from 9.00 to below 8.30 in past 1 month plus. Main factor still below average quarterly profit in previous quarter. Those monitor BAT should pay more attention to how BAT new products doing in vape market. With the current share price, it is strange that still hundred of people keep saying the risk n bad of BAT, those should be previous share holders who have lost some money or luckily sold all the share before 9.50 or 10.00......It seems like quite bad performance in past 2-3 quarter but it is hope that the company can maintain PAT of more than 50-52 million again if BAT can perform in vape market.
2 weeks ago
Everyone will have different views and noone really knows the answer
For me, RM8.2 is still expensive in my book.
Mainly because its EPS and DPS shrunk by around 17%-18% per annum over the past 8 years consistently and it's clear to me, this shrinkage is no where near over yet.
My thoughts here for future reference - http s://dividendguy67.blogspot.com/2024/03/bat-declining-epsdps-how-much-is-stock.html
2 weeks ago
the company is growing farms now?
https://www.nst.com.my/business/corporate/2024/03/1019802/american-tobacco-uphold-food-security-malaysia
2 weeks ago
Williamh, can you elaborate how cannabis for medicine can add value? In my opinion, the use of cannabis for medicine most likely could not cover its shrinking core business due to smaller market.
2 weeks ago
The simple way to see the market is this: If more people still think that BAT is too expensive, i.e. lack of ppl grabbing the tickets, sharks will have no choice but to sell even cheaper- unless they can sell some temptingly convincing rumours or news for bilises to buy in again (of course, they would when the time is right! So, stay tune. Take the front seat timely) . So, never fall in love with any particular counter.
2 weeks ago
The Chinese govt strategic emphasis on long term growth instead of satisfying Western expectation give us confidence that the Chinese economy will continue to grow for decades to come.
1 week ago
Someone asso play so hard to press down every time it want to go up, we will catch them and make them pay very heavy by corner
1 week ago
7.00...on the way...6.00, 5.00 not surprise...if sell n profit drop in future....year..
1 week ago
Yar, punctured d...
If it turns good for those who still believe in Bat..
If it does go down some more, those who dare may buy for short term gains..
But dunno how Bat 🦇 will perform in future due to politics manoeuvres, competition, cig and vape demand. Very hard this one !?
Anyway, buy and sell at own risk...
Since sold at 13 about a year or two ago, I tremble buying Bat
1 week ago
BAT no more stock market darling of yesteryears. In actual fact, it is considered a sunset industry.
Why it can give up to 95% dividend cover ratio? Clearly it is not going to spend anymore Capex.
No tangible asset, goodwill 411 million. Just having outdated machinery worth 65 million with lease liability 34 million. Total liabilities 801 million is more than total assets (less goodwill 411 million). That is to say, if company wind up today, you are not going to get a single sen.
Obviously it is not worth to wait for 10% dividend yield as you are getting paid through your own pocket. At 8.13, you can exchange for 3 Crescendo shares. Crescendo going to announce Q4 result by end of this month. Expecting it to declare not less than 20 sen per share. So for 3 Crescendo shares, you will get 60 sen dividend by August.
1 week ago
ks55 BAT is a sunset industry. No tangible asset. If company decided to cash out, buyer will not offer good value for its listing status.
Goodwill merely due to the brand. Market shrinking, profit shrinking, dividend also shrinking.
03/10/2023 4:45 PM
1 week ago
7quick steps to pick the best dividend stocks by fifth person
https://fifthperson.com/7-quick-steps-to-pick-the-best-dividend-stocks/?fbc_id=23850380990560770&h_ad_id=23850381658350770
1 week ago
As expected fall to RM8. As I said many times before, this govt doesn't give a damn about this industry..
1 week ago
If EPF new CEO discover BAT as gem(bec div more than EPF) perhaps >RM 10 BAT no problem?
1 week ago
William can I appoint you as BAT caretaker? As you can from my posts I own many counters in fact >20 counters can I promote every counter like those who own 1 or 2 counters; sure cannot right?
1 week ago
Crescendo going to announce Q4 result by end of this month. Predict it will make a total 20 sen from normal business operation after tax. Since there was no interim dividend paid, couple with extra ordinary gain from land disposal, there is no need to retain more cash then necessary. Expecting it to declare not less than 20 sen per share by end of the month.
1 week ago
Proceed from land sale to Microsoft already received in Feb. Proceed from the other 2 land sales expected o come in by 3rd quarter. Profit from land sales will cushion capital expenditure, and further 100 acres industrial land in NCIP disposal may be materialized within this year. So another 500 million from land sales is awaiting. No point keeping so much cash unless go for further landbanking exercise.
1 week ago
Thank you KS55..
I won't buy just for dividend. I buy for dividends and potential capital gains. I don't know much about Crescendo.
Buying Bat at 10, get some mini dividends but suffer capital loss is not my cup of tea.
Thanks.
6 days ago
Hahaha5354 thanks i move between bat and my BP ,had move in lately and continue if need
6 days ago
big shark push n run.....those who bought 10.00...12.00....15.00 above call : long long log term invest......when rebound ???? wait...........syndicate..n goreng kaki...not santa claus,not 财神爷。。。。。don't imagine this counter return like past...
1 hour ago
hcthey
@EngineeringProfit. Thank you for acceptable views and explanation.
2 weeks ago