This random walk of bat prices has end,we can’t time the market but it’s still in a he reasonable range,last call before we get to the other side of this
I believe investor is smart enough to distinguish which counter to buy for long term shares price appreciation since it business is sustainable, consumable goods sector same as Calsberg and Heineken.
In term of price valuation, BAT share price 11.40 quarterly net profit earned Rm92mil (PE9.4, dividend 1.20 yearly) whereas Heim price 24.00, net profit Rm91mil (PE23, dividend 95sen), and Calsberg 27.40 earned RM69mil (PE 29, dividend 90sen) yearly payout.
With just dividen 11% yearly payout alone, by compounding return to 7 years, it can double up its share price, assume business flat, stay at current growth level rate.
We Maintain our stand ie BEARISH on BAT! We wish BAT shareholders best of luck! NTA 1.3, price to book value is nearly 9, overvalued... Expecting government going to increase cigarette tax in coming budget 2021!
Health Crisis Could Give Cigarette Makers a Break British American Tobacco is one of the few global companies sticking to its previous profit target amid the Covid-19 pandemic, less illegal cigarettes during MCO, sale volume for legal cigarettes expected surge up.
If want high NTA can go for Canone. See what their boss give to u. The value for consumer counter is based on how much of dividend they pay out and not based on NTA.
All consumer counter already move up. BAT still trade at low price. Looks like some big fund try to press this counters price. But anyway time will tell the true value. The fair value should be 13.5
close near the high with biggest volume since early March, buying interest is certainly there, big fund with good connection could ald have some news of what is the dividend will be next month
Food of the day: legal business hit with so many laws, illegal business is taking over everywhere. ======================================= there must be some one or some thing very powerful behind the illegies
Hey Najib Zamry. Please share if you find other good buys with high dividend payout. I regret not buying more Hai-O which also pays not bad dividend. Of course BAT still the best and I'm keeping fingers crossed next dividend payout is still decent. Hope BAT is a longer term keeper.
Hey Najib Zamry. Please share if you find other good buys with high dividend payout. I regret not buying more Hai-O which also pays not bad dividend. Of course BAT still the best and I'm keeping fingers crossed next dividend payout is still decent. Hope BAT is a longer term keeper. ————————————————————————
Hi Troy, yes so far BAT give me very very good profit. Follow by Haio, JHM, Krono. I clearly stated my buy record for these and one can always check my historical buy call and in my historical comments here.
Market has rebounded quite high now from mid March crash. Since most of the stocks have rebounded high, I am looking at laggard stocks which are still not moving or moving in little percentage. My criteria is that the stocks must be paying good dividend with strong fundamental and good corporate governance. If I get stuck with the stocks, then I can sleep well with it. The first stock is Deleum. This laggard oil and stock still hovering at very low price compared with Carimin, Uzma. If you were to analyse the company and compared with the two companies, Deleum is far stronger then the two companies. You can always check the record that Deleum has not recorded even single Financial loss since listing and they have consistently paying good dividend every year. The dividend yield is more than 10 % now. The best part is that the stock is sitting at huge cash pile and one of the small portion oil and gas stocks that is very healthy in balance sheet.
If you believe that oil price will recover back to usd 40 to Usd 50, this is the best time to accumulate the stock. The only set back that this stock is not that liquid and will not move as fast as others.
The bulk of the illegal Cigss are from Indonesia ----sold by Indo ( that is what i saw around Port Klang area ) MCO has literally eliminate/decimate illegal cigarette. Pretty sure BAT sale Volume will jump tremendously ( i happen to notice ppl are not buying one pack at a time but 5--6 packs at one go) Nothing to do, just smoke moer
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....
Keyman188
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Posted by Keyman188 > 2020-04-12 10:20 | Report Abuse
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