All sophisticated tobacco investors should sincerely think of diversifying your portfolio as a hedge
The top pick is Genting Berhad
Catalysts:
Vaccine FDA EUA (emergency use authorisation) and Full Approval Vaccine roll outs (UK; imminent US etc) Year end / CNY rally and Super Cycle Vaccine Malaysia approval / supply agreement / delivery / administering Resorts World Las Vegas & Resorts World Genting Theme Park US & Bahamas and UK & Egypt revival WHO / COVAX approves and distributes vaccines WHO declares pandemic over Border opening / international visitors Genting Plantations (CPO record high) Genting Power, Property, Oil & Gas (cyclical sector in an upcycle)
@ emsvsi. You're wrong about selling BATMAN for the Genting Group. For starters, the damage done during the pandemic period will take many years to recover back to the pre-pandemic level. Even now, they're still trying to get back on their footing. Without any signs of tourism resuming, the full recovery of the Genting Group is still unknown. So,my advise to you is to sell your Gentimg shares and buy BATMAN.This is because the measures announced recently in the Budget will benefit BATMAN in their future sales, cheers.
EMSVSI, have you do your homework before come to BAT?? hahaha
Compare: EPS, DY, PE, ROE, shares all fail Sector: Traveller - China tourist + non-halal (BAT -consumer product with Halal)
I dont think genting can easily recover and operate as normal. Last week I just went into Sentosa Genting almost 70% business gone. Last quarter result earn money is because Singaporean cannot cross border to malaysia.
Recently genting detected total up to 35 covid cases.
Batman is professionally managed not like Genting group that has so many issues of bailing out major shareholder's ailing companies. That is to say related shareholder transactions that badly affected minority shareholders.Dividend policy that has been very consistent and generous. Can anyone name how many companies in Bursa Malaysia that is so generous as Batman. Although Batman business has been on downtrend past few years, there seems to be a turnaround after restructuring exercise undertaken by company and positive impact coming from recent Budget announcement.
IGP: Elements of corruption in Malaysia’s borders, Integrity Dept to conduct probe
KUALA LUMPUR, Dec 10 — The Royal Malaysian Police (PDRM) says elements of corruption have been found in connection with smuggling activities in the border recently. Inspector-General of Police Tan Sri Abdul Hamid Bador said he had instructed Bukit Aman’s Integrity and Standard Compliance Department (JIPS) to conduct a detailed investigation into the matter. He said JIPS had been instructed to investigate several allegations and consider some of the evidence obtained, adding that there had been irregularaties among members of the General Operations Force (GOF) working at the country’s borders. “This problem has been going on for a long time since last year, the National Security Council has revealed a video involving some PGA officers and members who were found to be conspiring and failed to act against smugglers. “I have issued warnings from the beginning to stop these activities and out of this some who are willing and brave have come forward to channel information to me about these bad practices (smuggling involving GOF). We will take immediate and stern action,” he said in a press conference after the presentation of certificates of appreciation to police personnel in Bukit Aman, here today. In another development, Abdul Hamid said 10 departments including the Criminal Investigation Department, the Narcotics Criminal Investigation Department and the Special Branch have been instructed to address corruption and abuse of power among its officers and members. “I have ordered holistic action to be taken involving 10 departments in the force including the Traffic Investigation and Management Department. “These ten (departments) will work together to act against any officer or member. I will ensure that those who live luxuriously by amassing wealth through wrongful ways will have their ill-gotten gains confiscated and returned to the country’s coffers,” he said. He also admitted that corruption has tarnished PDRM’s image and damaged the country. “There are many police officers found to have been bribed (by smuggling syndicates) and many of them have also been subjected to disciplinary action. “At the same time, they (smugglers) have been stealing the nation’s revenues in the form of duties and taxes,” he said. Bernama reported today that a GOF member was arrested for allegedly trying to smuggle in three migrants through the Kalimantan-Sarawak border, in Tebakang, about 70 kilometres (km) from Kuching yesterday. — Bernama
Government need huge income confirm will hit hard on illicit cigarette,so batman Will recover the market percentage.BATMAN confirm will be the hot stuff in 2021.Finally BATMAN has come back yahoo!
Hi freeze789 thanks for stopping by from BAT, Genting must have caught your attention if you came to drop by
Just one question, from current price of BAT RM14.36 and Genting RM4.48, which do you think has higher probability to give you 100% returns by next year 2021..?
Luckily, I'd sold all of my Genting Bhd shares at rm7.02 on 30/4/2019 because it was managed by a person who is the highest paid in Bursa by far. No words can described my utter abhorrence of him when he made the dubious decision to buy the loss making Empire Resort Inc that had triggered a massive Genting Bhd shares sell-off.
As I much as I want BAT to go up, I hate to say this but tobacco business is shady and inhumane. It’s literally milking money off addicted people. In Indonesia, millions of kids are hooked on cigarettes luckily Malaysia has strict regulations and good education so not a lot of kids smoke. I don’t think BAT will go back to RM60.00 because kids and youngsters nowadays do not smoke cigarettes. What I want to see is an innovative product like an e-cigarette that greatly reduces the level of health risk while providing the same sense of relief for smokers. If possible, a product that is completely free of nicotine and all forms of chemicals
But it’s unfair to target BAT. Because tech companies like Facebook and Google also profit from data collection and people who are addicted To social media. BAT is physical harm social media companies are mental harm.
Actions against illicit cigarettes smuggler gaining traction at all Ports and borders. The only way is UP for BAT. Watch it soar all the way into 2021 :-)
No worries. Short term knee jerk reaction and they will follow BATman on the way UP again. How can JP Morgan be correct with their TPs ? Dividend yield will be > double digit for FY 2021 & 2022. Demand & ASPs will remain high at least in 2021 & 2022. Realistically, Covid unlikely to go away anytime soon.
Just look at the number of glove counters CWs expiring in December via Bursa Malaysia Website and astute investors will understand the TPs. In any case, let’s focus on BATman here.
@ williamh Agreed valuation too steep @ 29 & I switched to BAT @ 10. However, if it corrected further, it definitely justify personal “share buy back” based on their > 2b QR and dividend yield.
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....
Simon_khoo
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Posted by Simon_khoo > 2020-12-10 09:14 | Report Abuse
Today and tomorrow T+3 > 5m