Posted by JJchan > 2020-11-25 01:03 | Report Abuse

https://www.malaysiakini.com/news/552356

Budget will pass. BN+Pas just want Ge15. Full Stop

Posted by CharlesT > 2020-11-25 10:05 | Report Abuse

BAT likely to be passed n BAT shall resume it's journey to the North

Posted by IronShirt > 2020-11-25 15:25 | Report Abuse

someone pull, dump all directions to shake ikan bilis to let Go. Very difficult bro. People already
know 50 next year

Posted by wkc5657 > 2020-11-25 15:59 | Report Abuse

50 overkill la....doubling is extremely likely....

Posted by Nepo > 2020-11-25 16:22 | Report Abuse

https://www.orientaldaily.com.my/news/society/2020/11/25/377361

Posted by JJchan > 2020-11-25 17:25 | Report Abuse

Just for Show. Estimate 300 Billion Black Market. is equivalent 3,000,000 forty foot Containers
Or 6 millions 20' Containers running around Malaysia and police caught just 3 lorries??

Posted by virust > 2020-11-26 08:17 | Report Abuse

Good dividend received. Not nd to chasing the price. Just relax and enjoy.

Posted by CharlesT > 2020-11-26 10:35 | Report Abuse

If Budget didnt go thru may drop a bit I think...if go thru then upside potential is much higher against the possible drop

Posted by CharlesT > 2020-11-26 10:36 | Report Abuse

Anyway if u ask I think BAT is the best defensive stock in Bursa....where to find

Posted by JT1969 > 2020-11-26 12:54 | Report Abuse

Thought of buying BAT but latest report mentioned TP RM10.25 .. maybe just wait ..

Posted by gemfinder > 2020-11-26 12:59 | Report Abuse

Tp 14.50 by ta. Go bursa websitr to c

Posted by Nepo > 2020-11-26 14:02 | Report Abuse

管控期仍有需求 年杪料缉获10亿根私烟

关税局估计，到了今年杪，该局所缉获的私烟总量可能达10亿根！

https://www.enanyang.my/node/368447

Posted by Nepo > 2020-11-26 14:03 | Report Abuse

It looks like the worst for illegal cigarettes is over..

Posted by freeze789 > 2020-11-26 14:25 | Report Abuse

Not over yet..just the started to take action, once the scanner machine implemented will be more illegal cigarettes detected.

Posted by birkincollector > 2020-11-26 15:32 | Report Abuse

budget passed....BAT time to move up

Posted by freeze789 > 2020-11-26 15:35 | Report Abuse

yah. budget approved

Posted by wkc5657 > 2020-11-26 15:49 | Report Abuse

i'm in!

Posted by CharlesT > 2020-11-26 15:51 | Report Abuse

dumb dumb hold till 2021 at least

Posted by williamh > 2020-11-26 15:53 | Report Abuse

11:40 crossings

Posted by IronShirt > 2020-11-26 15:59 | Report Abuse

BAT is the biggest beneficiary of Budget 2021 eventhough no reduce in taxes but just promises
to eliminate illicit Cigarettes will generate 50% more Revenue to BAT bottomline

Posted by IronShirt > 2020-11-26 16:07 | Report Abuse

Friday may up RM2. as Bankers just realised they missed the boat.

Posted by CharlesT > 2020-11-26 16:10 | Report Abuse

yeap,tmr likely will go up again

Posted by freeze789 > 2020-11-26 16:12 | Report Abuse

you are right. once budget approval only fund can get approval to inject into this stock. just be patients.

Posted by IronShirt > 2020-11-26 16:14 | Report Abuse

after they bought they wont get upset when i said next year 50....rather they like give their own TP
.......100 same as Nestle.

Posted by CharlesT > 2020-11-26 17:03 | Report Abuse

50????? Sure or not...RM15 is good enough for me..lol

Posted by CatchThe Bull > 2020-11-26 17:41 | Report Abuse

Dividends in the bank are REAL, happy investing :)

Posted by williamh > 2020-11-27 05:20 | Report Abuse

Likely will close 12 by the day let see

Posted by Moneyking888 > 2020-11-27 08:12 | Report Abuse

Gogogo

Posted by CharlesT > 2020-11-27 09:41 | Report Abuse

small vol...big fish yet to buy in

Posted by virust > 2020-11-27 09:43 | Report Abuse

Not nd to ask more just 20cent dividends every quarter enough to make investor smile. Imaging every year U investment will automatic increase 80cent how nice is that.

Posted by CharlesT > 2020-11-27 09:44 | Report Abuse

DY 7%+ with lots of upside potential...where to find such an investment

Posted by virust > 2020-11-27 09:45 | Report Abuse

Most defensive stock in the world regardless pandemic, air pollution, flood, politics etc

Posted by JJchan > 2020-11-27 09:46 | Report Abuse

If Bankers want to BUY, they tell you TP is 50. Dont think Bankers are so stupid.
I dont know about the profit margin of Vape but most likey around 30--55% given
nicotine in Vape is synthesize Not growth.

Posted by JJchan > 2020-11-27 09:49 | Report Abuse

I have a feeling VAPE will replace KYO in future if you look where BAT management is putting
their investment-----premium Brand Dunhill and Not KYO

Posted by JJchan > 2020-11-27 09:55 | Report Abuse

In BIz, if you cannot beat your competitors, you Buy them up. I think BAT management will
corner VAPE market bcos even illicit Vape are imported from China( same source as BAT)
If the import Tax regime( 10%) is the same as everybody, what advantages Got illicit Vape Over
BAT Brand????

Posted by troy88 > 2020-11-27 10:09 | Report Abuse

Slow and steady. Good enough for me.

Posted by freeze789 > 2020-11-27 12:33 | Report Abuse

foreign fund going to inject soon. lets be patient.

Posted by williamh > 2020-11-27 15:27 | Report Abuse

Vape was invented by bat many years back started from Europe

Posted by We Can Bull Cather > 2020-11-27 15:27 | Report Abuse

stingray_ea, couple of questions:

1. What if they don't issue such high dividends next year?
2. The EPS is good but the price wise, it's not going up yet. Why yea?
3. Do u think the budget really will benefit them or will the illegal guys just find another lobang?

Posted by williamh > 2020-11-27 16:02 | Report Abuse

Predicted 0.2800 next Qr

Posted by freeze789 > 2020-11-27 16:03 | Report Abuse

1. What if they don't issue such high dividends next year?
Unless they not make profit. as long they make profit. The dividend policy from BAT is 90%

Mean, those net profit earn from BAT, 90% or more must distribute to shareholder. Last few quarters is around 94% that why you can see their NTA very low because most of the cash give out.

The bigger shareholder 5x.xx% is BAT itself.

Posted by freeze789 > 2020-11-27 16:10 | Report Abuse

you can go to check where got such good company can guarantee you 90% dividend policy from their net profit? Maybank, public bank, GENM, bjtoto, Topglove, Supermax??

unless REIT counter, do yo think property and shop making good money in next few year? most of the business already go online.

Posted by dickyen1988 > 2020-11-27 17:00 | Report Abuse

Matching 177,200 lots, who is the buyer? thanks for the support...i like your style..haha

Posted by gemfinder > 2020-11-27 17:02 | Report Abuse

not bad closed day high. next week rm13

Posted by We Can Bull Cather > 2020-11-27 21:08 | Report Abuse

The dividend policy from BAT is 90% - oh thanks for sharing! I didn't know this. Yea i was gonna say REIT but on the other hand, REIT's appreciation won't be that much (if there is any at all)

Thanks for sharing also stingray_ea bro!

Posted by We Can Bull Cather > 2020-11-27 21:09 | Report Abuse

Withdraw account 1 Only for those lost job bro. hahahahahaha. not all can.

Posted by freeze789 > 2020-11-28 00:30 | Report Abuse

haha..many people never notice the dividend policy from this company is 90%..this is the secret behind.

Posted by JJchan > 2020-11-28 09:59 | Report Abuse

The BAT bus campaign against Black Market will bring atleast a 30% uptick in Sales for Legal
Cigs ( in 4Qr) Technically it is to inform the Public, indirectly it is pointing the finger at Police
Head for Not doing their Job. Why campaign in the Heart of KL City, where smokers are mainly
in Kampong. As my warehouse is inside Port Klang, i heard many runners for illicit Cigs are told
to keep a low profile until this "strong wind" is blown over

Posted by longranger > 2020-11-28 12:58 | Report Abuse

i found out some illicit cig price has increased from Rm5.30 to 8.50 in last 6mth, this is clear sign of shortage or reduce of smuggled product.

Posted by freeze789 > 2020-11-28 13:54 | Report Abuse

The show just started. once they bring in the scanner machine at each control port will much more better.

https://www.rmp.gov.my
Nov 27, 2020

Kuala Lumpur, 27 November 2020 – Syarikat British American Tobacco (BAT) Malaysia berbesar hati menyumbangkan sebanyak 12 buah dron sebagai aset tambahan kepada Polis Diraja Malaysia (PDRM) dalam melakukan tugas pemantauan keselamatan di sempadan negara.