if you are expecting goverment to fight illicit ciggarette, you are asking goverment officer from various department hammer their own toes. you guy know what i mean. so how to fight? i must be dreaming.
unless..one suggestion to BAT or cig industry management, to offer huge incentive/rewards for government officer/individual in million of cash for various category of illicit cig found or caught. if ilegal operator can kao tim the officer why not bat and ther rest combined do the sane in legitimate way???? very lucrative business, this incentive is nothing compare to winning market share.
Improved qtr but yoy -20+. Based on current market scenario,still consider a better performance compare to last qtr. I am cautiously optimistic that the next qtr will be even be much better as the rcmo is going to retire soon. Further +1sen more dividend than last qtr 17 sen.
Please share if you concerned about the illegal tobacco trade in Malaysia, even if you are non smoker, you should look at it how illegal tobacco trade have impact to Malaysia. https://stoptheblackmarket.com.my/
This is one of golden summit sochai chong stock pick...buy call at rm 19 but share price drop till 10.38 ..... no wonder his member give him nickname - sochai chong
My office smoking area all smoking vape. Roads in Bar area early in the morning , I see empty packets of illegal ciggs. Just wondering how low can legal ciggs market share drop in next 2 yrs
KUALA LUMPUR (June 17): CGS-CIMB Research has an “add” call on British American Tobacco (Malaysia) Bhd as it believes the counter offers a potential price and dividend yield upside of 32% and 9.5%, respectively.
The research house has also kept its target price for the stock unchanged at RM14.81.
Although I am more optimistic for the future, we have to understand it's still Covid time so don't expect the tobacco and beer industry to rebound so fast. Need patience. Hope there won't be anymore lockdowns in the near future. Lockdown is the killer for consumer goods sector.
Up 7% versus last quarter is bad result? Q2 was supposed to be the worst period of lockdown. I think BAT did alright considering the situation. Could have been worse.
Bat is back after a hiccup. Should be a good one to keep long term but it will come back stronger soon as positive news and action is taking place. Better collect when still cheap. Could go back to RM13-14 in the near future
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....
NavinShah
301 posts
Posted by NavinShah > 2020-07-22 16:27 | Report Abuse
Kayu management?