malaysia is a heaven for smuggling activities.. good biz.. am not sure why malaysia gov can allow this to happen since N years ago till now. No matter how u shout u wan to stop them. can you make it??

good move.

The lesser net profit was due to the 33% prosperity tax. Hope government can do proper job.

Higher revenue but with much much higher operating costs. Not sure what is happening

If I read it correctly, Datuk Ng's total direct shareholding is very low.

Agree with you that the founder and team have to waste their time explaining the current situation because there are too much nonsense spreading out there. Otherwise they can best spend their time more meaningfully.

You are not wrong, what I mean is that the announcement could be delayed beyond this month.

last day? so optimistic. Malaysia Boleh and full of humuor

the license will not be announced so soon. got to wait some time later

Your perspective is too narrow. The Group has greater vision.

use of politically right agenda can secure the better future of Malaysian. "Malaysia Boleh"

@sandcoffee - my observations, before formalising the regulations and laws, be it illegal vapes or good quality vapes and similar products are already widely marketed in the market. take up rate and acceptance will need longer time. yet, the government has another proposal to hit on reducing smokers. The then question is why illicit is still high at close to 60%. is this the right move, is this the now market sentiment to reflect the current share price

Am not sure my concern is valid. Vape products be it legal or illegal and illicit cigs have taken up a big space. It will be very tough for BAT to fight. BAT will take longer time to fight.

The key concern here is not about whether his proposals make sense or can work within the next 5 to 10 years. Am never care about that. I still think the acceptance and take up rate/ market position of BAT vape products within the next 2 to 3 years.

Government U turn on the recently announced vaping tax. Means BAT will postpone introducing its vape products.

Windfall tax is only applicable for all sectors or certain sector? BAT is one of the unlucky companies. Am not sure why windfall tax should be applicable. Dont feel it is a right move

If every one of us believe in this, and keep buying slowly and I think that is our brighter future.

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

Tobacco sale is almost confirmed on the rising trend. BAT should be one of the beneficiaries.

If Dnex got silterra, this is a different ball game. I will then consider to revise my investment strategy on Dnex.

This type of acquisition should not be measured with gain or loss. It is more on strategic decision on where the future direction of Dnex. Dnex is also trying its best to penatrate into this segment through its business network, jointly to make huge profit not in short term, of course.

That is the reasons why the management made clarification. What if the management dont make clarification, the price will continue to go up? Why in the first place clarification be made. Really don't understand who misunderstood

Drop today is mainly due to subsea cabling project

Wonder Dnex can become a bluechip

I do think that the key players still need more, they are greedy. so they will continue to stir in order to get more.

agree. it is very heavy. It will need some time to move

A company with all the new big guns in the board, must show some confident la. Shouldn't discredit them for not getting the small plant or projects

From the volume and movement, I think it is moving towards a good one

Hope the price is what you expect

Gpacket also quite sincere in a way

Almost there already, may need to announce soon. If I m khazanah, I will award to a more sincere one,

This is the most exotic one, as I never seen things like that

This counter is too interesting, board members keep reshuffling

Also another point is that, dnex private placement is for who? For me? You? Khazanah or Beijing? Or for the remaining 50% ping owner?

Am not sure what will happen tomorrow, I only know if u sell, for sure somebody will absorb, may be is me

Just take it as my guess. Just think of why a company so desperate to keep altering and reproposing new bid to khazanah? Does it means that the earlier bids not so right?? Why dnex never revising much and used the words no definitive agreement?

The choice of words used in the announcement is very careful. Definitive agreement. Does it means something is in process?

Looks like decision already been made, pending announcement

Any idea when new products will be launched?

And hence affecting FDI from entering malaysia market. This is the impression though

Can I say malaysia parties are very bad in making timely decision?

Q4 performance is one of the key indicators

Timeline

Means Chinese government has set a timeliness for Khazanah. Hope Dnex can get it but Green Packet's offering and supports are not weak

The bid result will be announced in Q1 2021

Good. Kenanga has an outstanding and distinctive view

Good Kenanga, I will help you to buy more

The additional shares placement to who? Should they announce it, anyone?

Lip service will not help

This is their duty, they should have done this much earlier. I think they need to do much more and should be measured with KPI.