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Overview
Financial Highlight
HeadlinesBusiness Background 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.
  JJchan momo0698 someone park 1.5k lot on 14 intentionally This morning before opening, i saw only 4,800 parked at 14 ( yesterday could be a collection Day for someone----anything below 14 is "char Siew Pau " 13/04/2021 8:12 AM JJchan The Total Sales Volume on 19 July 2019 should be match on Nov---Dec 2021 ( Vape Vol. should be picking up rapidly bcos BAT didnT sell any Vape before MOF imposed 10% import Tax ) On 19 July, 2019, BAT price was 30.44 13/04/2021 9:42 AM JJchan ......................................................Revenue..................Profit.................Price 31Dec 2020...................................660,229M................72,720..............14.0 30Jun 2019....................................640,805M................76,365...............30.44 Bcos BAT is in a pandemic( moving out ), market didnT give or even match price given in 30Jun 2019 ( 30.44 )----Even BAT achieved a Higher Revenue now as compare to 30/06/2019. But things will change as Covid will end soon somewhere around Nov--Dec 2021 where BAT revenue will Hit 850m with Dividend around 50+++ ( If price donT adjust by then, you should sai lang all in ) 13/04/2021 11:18 AM  apple168 https://futurism.com/neoscope/smoking-will-disappear-within-generation-experts 13/04/2021 11:44 AM JJchan must be joking, you can quit smoking....10yrs ago a survey in China indicate 700mil Chinese Tobacco smokers....now it is better in China...500mil smoke Vape now ----300mil Chinese Try RM120 Tobacco Cigarette (Chinese Brand ) 13/04/2021 12:51 PM  SinGor Hardly any shares for sale.....sell parking each level only 4,000--6,000. Many long term buyers than said 6 months ago 15/04/2021 11:07 AM SinGor IB pushing down to collect is surely not a good option. You push down, people steal your shares. Only way is UP 15/04/2021 11:08 AM fengpinglangjin https://www.nst.com.my/business/2021/04/682274/illegal-cigarette-cartel-stumps-economic-growth-says-acfe-president "Our country losses more than RM5 billion a year in uncollected tax revenue from this trade. One can just imagine the total profit generated by the entire illegal cigarettes eco-system here in the country," said Akhbar, who was a former graft buster with the Malaysian Anti-Corruption Commission and currently holds professorial chair at the Institute of Crime & Criminology at HELP University. He said the profit from this massive illegal trade reaped by these cartels is more than enough to establish a super cartel involving most, if not all, Malaysia's enforcement agencies. 15/04/2021 2:09 PM fengpinglangjin very soon the super cartels will buy up all the BAT share . They are already buying now no doubt. 15/04/2021 2:10 PM fengpinglangjin The super cartel dump all the share down from 70 to 10 ..now they wwill buy all the way up. 15/04/2021 2:13 PM fengpinglangjin https://focusmalaysia.my/featured/illegal-cigarette-super-cartel-hinders-economic-growth/ 15/04/2021 2:42 PM JJchan I think BAT will release 1Q21 between 10--12 May before Raya. Usually BAT releases Good Results early ( same like 1Q20 where turnaround started )...3weeks from Today... 16/04/2021 5:46 PM JJchan First Qr. results (coming in 3 weeks) was always Good except during 1st MCO in 2020---- Main Reason is, during Chinese New Year (February) people smoke more premium Cigarette during in house celebration and Mahjong session. 2021 CNY celebration is Different from 2020 CNY celebration in some ways. First No shortages of Cigarette but No interstate Travel and No House Visit..... Where people is going spend the extra 2000 to 3000 allocated for AngPau, New Year Dinner and Gifts-----I think smokers, smokes More ( answer in 3 weeks time ) 17/04/2021 9:41 AM fengpinglangjin https://themalaysianreserve.com/2021/04/15/govt-urged-to-regulate-nicotine-vapes/ Every few days one vape regulation petition. Not long already. 18/04/2021 10:49 AM JJchan Saw RSS buy back on Friday( 9Apr). Small amount 14,000shares @RM 192,692 ....Got another 622,362shares ( around RM 8.7M ) still locked in (maybe clearing before Qr. results Out ) 19/04/2021 9:24 AM williamh Its due to Resolution 5 in the coming meeting,proposed renewal recurrent related party transations.. 19/04/2021 3:33 PM williamh Its very easy to crossed 20 if bat continue to be the top gainer the next10 days 19/04/2021 3:50 PM williamh As i had predicated on 9/4 that it will break 14.30 the next week,its so today 19/4,i am predicated again it will get very close to 20 when the Q1 payment is near around early june for the 50 cents dividend.let hope so 19/04/2021 4:01 PM virgogo Realistically, dividend will b about 30 to 35 cents. This is quite commendable already. 19/04/2021 4:16 PM philip31 Fully agree that dividend will be 30 to 35 cents, if vape is in, definitely will be above 50 cents. 19/04/2021 4:46 PM MOBAjobg Seems to me, most analysts are incompetent to forecast BAT share price correctly. Most of them deemed that BAT is worth below rm12. I must agree to disagree about their views. 19/04/2021 4:46 PM freeze789 Those analysts with forecast with low TP recently + issued those cheap call warrant in last year. You should know the reason behind. 19/04/2021 5:12 PM sunbird @freeze789, I think you misread the CIMB report. Their target price WAS 18.23. Their new target price Dated April 16 is now 15.40. Dividend this year to be .98 cents. Everything depends on vape! 19/04/2021 6:01 PM freeze789 sunbird, you are right. The TP is not that important. On coming Q1 2021 result will tell everything. 19/04/2021 6:15 PM JJchan Vape contributions in this Qr is a rather small percentage But the Big contributor and biggest profit contributor is Premium Cigarette. My Bet is High on premium Cig bcos Chinese New Year is a major factor And MoF's directives to Custom and Police on illegal Cigs always get the highest attention during "First 3 months" ----(hahahaha) 19/04/2021 6:23 PM sunbird I pray that you are right. Last year was the worst and lost so much more than just money. Started buying Bat last year and top up every now and then. 19/04/2021 6:26 PM williamh It been a year and two month when the lower i collected was 9.50 when it broke 10,it was indeed a window of oppotunity in a life time 19/04/2021 9:09 PM Danielgsk Legalise vape and the efforts from the enforcers are the key catalysts. Never care about target price and warrant. It is just a bet for the future and I truly believe in better and better result in 2021 19/04/2021 11:11 PM Danielgsk If every one of us believe in this, and keep buying slowly and I think that is our brighter future. 19/04/2021 11:14 PM  |
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