Highlights
KLSE: BAT (4162)       BRITISH AMERICAN TOBACCO MALAYSIA BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
12.66   +0.62 (5.15%)  12.08 - 13.00  2,932,700
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Overview

Market Cap: 3,615 Million
NOSH: 286 Million
Avg Volume (4 weeks):1,235,115
4 Weeks Range:10.16 - 13.00
4 Weeks Price Volatility (%):
88.03%
52 Weeks Range:9.26 - 15.84
52 Weeks Price Volatility (%):
51.67%
Average Price Target: 10.18
Price Target Upside/Downside: -2.48

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2020 [#3]  |  28-Oct-2020
Next QR | Est. Ann. Date: 31-Dec-2020  |  20-Feb-2021
T4Q P/E | EY: 13.75  |  7.28%
T4Q DY | Payout %: 7.03%  |  96.63%
T4Q NAPS | P/NAPS: 1.27  |  9.97
T4Q NP Margin | ROE: 11.51%  |  72.52%

Headlines

Date Subject
03-Dec-2020 stingray_ea : BAT (4162) KLCI Abandoned Dividend Payout King (AAA)
09-Nov-2020 【行家论股/视频】英美烟草 打击私烟提振盈利
09-Nov-2020 (CHOIVO CAPITAL) BAT (4162) - Budget 2021 (The Dark Knight Rises)
07-Nov-2020 政府严打私烟 下行风险低 英美烟草可趁低累积
07-Nov-2020 英美烟草董事经理乔纳登:打私烟须配合税务重组
05-Nov-2020 British American Tobacco - Better-than-expected
30-Oct-2020 【行家论股/视频】英美烟草 优化成本料提振盈利
30-Oct-2020 PublicInvest Research Headlines - 30 Oct 2020
30-Oct-2020 Mplus Market Pulse - Sentiment remain indifferent
30-Oct-2020 BAT - the Light Is Still Dim
30-Oct-2020 British American Tobacco(M) - Attractive Dividend Play
30-Oct-2020 British American Tobacco - Growth in VFM a Short Term Positive
30-Oct-2020 British American Tobacco - Quantity Over Quality?
09-Sep-2020 【行家论股/视频】英美烟草 现金流转正股票超卖
11-Aug-2020 BAT (4162) – Covid-19 Vaccine Trials by British American Tobacco’s Kentucky BioProcessing division
28-Jul-2020 BAT (4162) Detailed Review SELL! TP: RM7 - By Top 1 Analyst in i3investor BabyAce
24-Jul-2020 【行家论股/视频】英美烟草 下半年业绩会更好
24-Jul-2020 BAT - Better Sequential Numbers
24-Jul-2020 British American Tobacco - Minimal Sequential Impact in 2Q20
24-Jul-2020 British American Tobacco - Down-trading Accelerates

Business 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.
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  9 people like this.
 
We Can Bull Cather Stingray bro, thanks for the early heads up. Your early buy call helped. Now i will follow 9 u close close already!!

Respect!!!!
03/12/2020 10:06 AM
Vulture123 All my EPF full withdrawal monies already dumped into BAT at 10-11 this year. Ole, Ole, Ole :-)
Golden years will be wonderful. TQ, BAT.
03/12/2020 10:14 AM
stingray_ea Let see whether market force can make BAT from rm 12 to rm 130 ??? replace Nestle



Total Dividend Paid Out Non-Stop from 2000 to 2020 ( 21 years )

Total dividen payout by BAT( RM 55.71 ) which is 14% more than NESTLE ( RM38.17 ) dividend payout.


NESTLE share price is RM 137 , BAT share price is RM 12.04 ....
03/12/2020 10:14 AM
silverwave What price shall we target for this share? Great dividend counter
03/12/2020 10:15 AM
Donator TP at least 20.00
03/12/2020 10:16 AM
Vulture123 It was a “no brainer” decision. Their Dividend > EPF dividend and FD interest rate way too low for a retiree. Capital Gain will be an added BONUS.
03/12/2020 10:17 AM
virust BAT fly like Batman is return and hope not so fast caused we need to fasten belt and safety first. Well done.
03/12/2020 10:19 AM
Super_Ivan_Man Thx all master here.
03/12/2020 10:24 AM
CharlesT Vulture123 It was a “no brainer” decision. Their Dividend > EPF dividend and FD interest rate way too low for a retiree. Capital Gain will be an added BONUS.
03/12/2020 10:17 AM

ya ya ya
03/12/2020 10:26 AM
Vulture123 @ CharlesT Congratulations to you too. Let’s earn together when we can ignore negative comments.
03/12/2020 10:28 AM
silverwave How about the RSI part for BAT? Chart shows a bit oversold already
03/12/2020 10:29 AM
williamh BAT is on the highway now
03/12/2020 10:33 AM
Vulture123 https://youtu.be/3wxyN3z9PL4
03/12/2020 10:35 AM
williamh It will limit up before the first session end let wait
03/12/2020 10:35 AM
virust BAT at RM10 is very very cheap with 10%Div, at RM20 is very cheap with 5%, at RM30 is cheap, at RM40 etc...
03/12/2020 10:48 AM
Vulture123 As retiree, our hard earned monies investments driven solely on attractive dividends in this environment of low interest rate. In addition, BAT has Corporate Governance policy second to none and take good care of shareholders. Solely on dividend concept of investing, it’s FV still has way to go.
03/12/2020 11:00 AM
MOBAjobg I'm so happy now because this counter has staged a remarkable recovery and on its way to up, up and up.
03/12/2020 11:01 AM
MOBAjobg ...but how much higher it'll go, I don't really know lolz
03/12/2020 11:15 AM
Simon_khoo Let’s see whether can close above rm13.00 today
03/12/2020 11:23 AM
wkc5657 wow....beyond my expectations of +25c
03/12/2020 11:25 AM
MOBAjobg Bought some shares at RM10.02 after my recent retirement in September this year with money withdrawn from EPF and thought that its price was just simply way too irresistibly low.
03/12/2020 11:40 AM
Fundamental123 Hi Guys,

It is good sign of collecting shares in BAT by fund managers.
03/12/2020 11:41 AM
pBlue Hi guys,

Before celebrating too much, BAT has reached RM13 and stayed at RM13 for 3 weeks, only to slide down again. Don't put in more than you can safely hold for a while. Illegal cigarettes has been eating into BAT profits since 2015. Half a decade ago. It has been a chronic problem for the industry.
03/12/2020 12:23 PM
lotuseater Good advice. But the scenario is different now, so the share price and movement may be different, too.
03/12/2020 12:35 PM
360Capitalist Illegal cigarettes market shares eroding very fast due to enforcement clamp down. No more Island duties free for cigarettes that contribute to smuggling actiivities. We should foresee minimum 60% jump in PAT by FY2021 as 1% market share gains will contribute to 6% additional profit for BAT bottomlines. The current 65% illegal cigarettes market shares offer huge upside potential for BAT.

The coming month will see new Impressive QR release by BAT. With increase of market shares and new Vape business segment, we should be able to see BAT's share price moving back to RM20.00 within 6 to 9 months.
03/12/2020 12:55 PM
freeze789 Keep on, let's see evening show
03/12/2020 1:20 PM
gemfinder So fast touch rm13. Dun let go. Rm18 oso no let go
03/12/2020 1:22 PM
freeze789 No way can skip, 2021 budget enforcement + new Vape market = price will back to 2018->2017->2016->2015->2014. You all should know what are price moving on in next few years.
03/12/2020 1:24 PM
freeze789 In year 2018 to 2019 the price was around rm33 with no action with no vape market, 2019 to 2020 price drop sharply to rm15 due to we are Malaysia Boleh "Blackmarket TOP 1 in the world" + SST + no vape market.

Start 2021 with 2021 budget support + vape market + tax on 0.40 per mil + SST 10% might be change back to 6% + Gov potential gain back from 5 Billon taxation (blackmarket).
03/12/2020 1:35 PM
Vulture123 @ gemfinder This is just the start of an uptrend. I will definitely not let go despite accumulating huge, huge amount of BAT from panic sellers from 11-10 ! All 30 + years of hard work save in EPF & reinvested in BAT will result in additional bumper harvest.
03/12/2020 1:48 PM
Nepo Mahathir also disagrees with Langkawi's tobacco tax
December 03, 2020

https://www.enanyang.my/%E8%A6%81%E9%97%BB/%E6%B5%AE%E7%BD%97%E4%BA%A4%E6%80%A1%E8%A1%8C%E7%83%9F%E8%8D%89%E7%A8%8E-%E9%A9%AC%E5%93%88%E8%BF%AA%E4%B9%9F%E4%B8%8D%E5%90%8C%E6%84%8F
03/12/2020 2:17 PM
pBlue The high taxes on cigarettes in 2015, that caused the rise of illegal cigarettes is still there. All the 2021 budget has done is put a tax on vape market, so the 'natural' reaction is for the emergence of illegal e-cigarettes and vape liquid.

I think the only way to return the tobacco market to pre-2015 profitability is to simultaneously reduce taxes on legal cigarette, increase crack down on illegal cigarettes and for BAT to branch into E-cigarettes.

Anything less, and I don't don't think BAT will recover to RM40 per share value.

The currently economic conditions are pushing people to buy cheaper and cheaper cigarettes which traditional legal cigarettes cannot compete. Market force just make illegal cigarettes too profitable.

Illegal cigarettes accounted for 65% of all cigarettes sold in Malaysia and by the end of 2020 JIT estimate that number to reach 70%.

I think we should be cautious.
03/12/2020 2:21 PM
freeze789 With or without will not impact much on BAT.
03/12/2020 2:21 PM
stingray_ea Tax or not tax is not an issue.
Budget not an issue .
Illegal cigarettes market is not issue.

21 years dividend paid out history result told us that and proved that BAT efficiency is AAA grade


=========================================
BAT(4162) : Detail surgery for Nestle by stingray_ea
=========================================

Nestle latest dividend payout per year is RM 2.8 cent share price RM 134
Bat latest dividend payout per year is RM 1.10 share price RM 11.48
**** What is the fair price for BAT ?? >>>>> RM 52.8


Nestle(RM134) Vs BAT(RM 11.78)
============================
Current BAT price and dividend will cause big BAT share in 4.48 times demand surge.
Why ???


1 lot Nestle ==> RM 134 000

Using amount of RM134000 , you can own 11.37 lot BAT
= 11.37 lot Bat X 1.10 dividend
= RM12.57 (total dividend received per year from BAT)


Dividend ratio = RM 12.57 / RM 2.8
=4.48

Conclusion : Investing in BAT share is 4.48 time better than Nestle.
BAT need gap tomorrow or limit up in high speed without causing others investor
jump in to this BATMAN speed boat

========================================================
03/12/2020 2:29 PM
stingray_ea Which dividend amount do you wish to receive from your hard earn money RM 134 000 ??
Nestle(RM2.8) or BAT(11.37 lot =RM12.57)

Ask our kids again ???
03/12/2020 2:40 PM
stingray_ea Value investor and long term investor can smell this different ...
What will happen next ??
Smart Money will slow flow into BAT until traffic jam trigger.

Who want to buy high BAT price while current price still cheap and cant deny.
03/12/2020 3:02 PM
Donator Conclusion ... all in....
03/12/2020 3:02 PM
stingray_ea Look at the top dividend counters now. Something is happening.
Candlestick is forming.

Stingray_ea can hear candlestick voice.
Stingray_ea convey the candlestick voice to you.
03/12/2020 3:18 PM
UncleFollower If you know vapes..BAT's Vuse Vape is the best there is. It trumps Juul. This is an entirely new revenue stream very soon
03/12/2020 3:28 PM
UncleFollower But stingray is right...

ax or not tax is not an issue.
Budget not an issue .
Illegal cigarettes market is not issue.
03/12/2020 3:28 PM
UncleFollower Valuations je
03/12/2020 3:28 PM
UncleFollower Soon Uncle Koon come, standby
03/12/2020 3:29 PM
wallstreetrookie People are weird. When share price down and on discount, so many naysayers. Say sunset industry la die la bankrupt. Now share price go up. Suddenly say BAT has bright future, good dividend yield and post high TPs. Haha
03/12/2020 3:31 PM
UncleFollower wallst your statement is generally right...but not applicable to BAT forum. BAT shareholders have been very consistent on both sides. The bulls have been bulls at 10 and 12 and 15. The bears have been bearish at 10 and 12 and 15 too lol
03/12/2020 3:34 PM
stingray_ea Look like BAT going to break RM 13 today.. Dont trust me
03/12/2020 3:36 PM
UncleFollower Don't break is ok...give others a chance to enter. Afterall stingray tried very hard to inform the public on this great find.
03/12/2020 3:39 PM
Larrytrader Intense in the stock market? Hope this video can help you relax a bit https://youtu.be/GQU3hjkL54A
(BAT IS UP BACK YAHOO!!!)
03/12/2020 3:39 PM
Yslow20 More than 2.5m share transacted. Means many strong investors is buying BAT now. They will buy gradually in order to get better price.
03/12/2020 3:56 PM
wkc5657 tomorrow possible red, but likely a small red....or close flat

if lagi green, ho seh liao.....
03/12/2020 5:00 PM
360Capitalist Looking at BAT volume today, any price pull-back will be well absorbed by investors. We may see Gap-Up Opening tomorrow.
03/12/2020 5:07 PM


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