Chance of a lifetime to see such low prices in BAT. The dividend is great at these prices. If duties are reduced by the gomen in future to assist legal market to fight contraband, then earnings will grow again. Prices and dividend will also increase. It is in the gomen's interest to increase tax revenue only if legal market can compete with contraband, cheers.
Malaysia's Covid-19 cases jump to 3,963 cases with 170 new cases. Meanwhile, 80 more are cured, bringing total recoveries to 1,321 cases or 33.3% of total cases.
One more person has died of the disease, bringing death toll to 63 or 1.6% of overall cases
If study deeper, actually This lockdown actually help BAT business up. 1st illegal cigarette clamp down, boost sales of legal cigarettes. Fyi, 65% BAT revenues affect by illegal sales, mean only 35% legal sales in Msia. If half or 30% convert to legal sale, this boost sales definitely. 2nd it drop from 37 to 10+ now, alrdy drop 80% price, 3rd it give 11% dividend payout evy year, way better than FD 2.5%. 4th last 2 Qtr result, it revamp back to good result, up to Rm93mil with EPS 34sen, efficiency is improving. Opportunity is there, as now it just stay firm at 10.50 to 10.80 range.
No right or wrong, but think out of the box.. Does it make sense?
CAN I ADVISE U SOMETHING !!! these few months already caused a lot of people pay cut, jobless, freeze bonus ; no side income . after mco lifted , illegal cigarettes will resume flow in, do u think people will prefer high price legal cigarettes or cheap price illegal cigarettes....... think about that.........
MCO not meaning police roadblock or check? How can illegal cigarettes escape police checking?
Posted by ivanlau > Apr 10, 2020 8:56 PM | Report Abuse CAN I ADVISE U SOMETHING !!! these few months already caused a lot of people pay cut, jobless, freeze bonus ; no side income . after mco lifted , illegal cigarettes will resume flow in, do u think people will prefer high price legal cigarettes or cheap price illegal cigarettes....... think about that.........
"People have to remember that, if you wait around for these theme parks (Disney Theme Park) to go back to full scale, up and running, with everything, all the people coming back, the stocks will have already bounced,” Maley added. “Always remember that the stocks always bounce long before the fundamentals go back to normal.”
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
TianTianHuat
609 posts
Posted by TianTianHuat > 2020-04-05 10:48 |
Post removed.Why?