Posted by Simon_khoo > 2020-12-16 10:23 | Report Abuse

Good signs

Posted by somo1 > 2020-12-16 10:33 | Report Abuse

No chance this year, next year likely.

Posted by CharlesT > 2020-12-16 10:34 | Report Abuse

up good sign no up also good sign...lol

Posted by JJchan > 2020-12-16 10:47 | Report Abuse

very obvious someone who got a very Big fist is in controlled. Unless you got a bigger fist and
itchy to have a fight with Mike Tyson, it is better to watch the show with a good cup of coffee

Posted by Simon_khoo > 2020-12-16 10:59 | Report Abuse

It looks more like collection mode to me...

Posted by Simon_khoo > 2020-12-16 11:01 | Report Abuse

Just like JJchan said, unless you have bigger fist, make these funds managers turn road block to buyers..

Posted by JJchan > 2020-12-16 11:15 | Report Abuse

This is Not TopGlove got 8 billion shares.----BAT got only 140mil freefloat after deducting Mother
50%. Even that i doubt, Volume will surge more than 5 mil if price hit RM2 gain.

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

Two weeks to go to close this Q4,accumulate before hand,stay tune be patient,revenue will be surprising ,the show will resume by Feb

Posted by troy88 > 2020-12-16 11:32 | Report Abuse

Long term holders no worries. Actually slow and steady is better and not surge like crazy which may attract those gambler investors. We don't want BAT to be speculative counter. Leave BAT for serious long term investors.

Posted by JJchan > 2020-12-16 11:40 | Report Abuse

You cannot see trend until Big Boys finished Year-End Re-Balancing Portfolio (ends 31 Dec)
As I said, wait until next year----Charging OX or Turbo OX

Posted by Donator > 2020-12-16 11:41 | Report Abuse

ya...slow slow is better...now all drinking...after drinking will come smoking again...

Posted by williamh > 2020-12-16 11:48 | Report Abuse

Bat is absolutely melupulated ,its working very hard to fenced off any new comers from playing contra,collect it whenever they push down hard if you have enough funds,

Posted by Limitupppp > 2020-12-16 13:01 | Report Abuse

Overvalued!

Posted by Yslow20 > 2020-12-16 13:05 | Report Abuse

Now the dividend already very high. Next year the dividend is expected to be very higher. Keep buying, no wrong.

Posted by 360Capitalist > 2020-12-16 13:13 | Report Abuse

KYO will drive BAT Profit Higher


https://www.thestar.com.my/business/business-news/2020/10/28/kyo-lifts-cigarette-firm-bat-malaysia-sales-in-q3

KUALA LUMPUR: British American Tobacco (Malaysia) Bhd said its sales in the third quarter grew at a faster pace than the industry, boosted by demand for newly introduced cheaper brand KYO.

"Overall, BAT Malaysia recorded a growth in Q3FY2020 outperforming the legal domestic industry with a growth of 14% compared with Q2FY2020 mainly due to Dunhill and the introduction of KYO," it said in a filing with Bursa Malaysia today.

BAT Malaysia's market share stood at 52.5%, a 1 percentage point increase compared with the preceding quarter, driven by KYO and reinforced by Dunhill’s consistent leadership within the premium segment.

Sales jumped to RM627.5mil in the three-month ended Sept 30 from RM584mil a year ago.

Net profit was RM63.7mil, or 22.3 sen a shares, down from RM83.1mil (29.1 sen share) previously.

Posted by 360Capitalist > 2020-12-16 13:33 | Report Abuse

https://www.theedgemarkets.com/article/budget-2021-win-tobacco-industry#:~:text=The%20tobacco%20black%20market%20not,65%25%20of%20the%20total%20market.

AFTER a long wait, Budget 2021 is one that the tobacco industry should be pleased with. It appears that the government is getting serious on cracking down on the smuggling of high-duty goods, in particular illegal cigarettes.

At the tabling of the budget, the finance minister announced that the Multi-Agency Task Force will be strengthened with the participation of the Malaysian Anti-Corruption Commission and the National Anti-Financial Crime Centre. He also outlined several measures that would help to reduce the number of illegal cigarettes in the country.

These include a freeze on the issuance of new import licences for cigarettes, tightening the renewal of import licences for cigarettes, limiting transshipment of cigarettes to dedicated ports, imposition of tax on the import of cigarettes with drawback facilities for re-export, disallowing transshipment of cigarettes and re-export of cigarettes by small boats, and making cigarettes and tobacco products taxable goods at all duty-free islands and any free trade zones that have been permitted retail sales of duty-free cigarettes.

British American Tobacco (M) Bhd (BAT) managing director Jonathan Reed says he is thankful to the government for acknowledging the severity of the tobacco black market and for taking bold steps towards addressing this issue. “High taxes on legitimate cigarettes have created a huge demand for cheap, illegal cigarettes. The tobacco black market not only causes the loss of billions of ringgit in uncollected tax, it also funds crime, fuels corruption and drives up the youth smoking rate.”

Notably, Malaysia ranks No 1 in the world for illegal cigarettes, which make up 65% of the total market. While illegal cigarettes have increased over the years, excise duty collection for tobacco products has declined from RM3.42 billion in 2014 to RM2.91 billion in 2018.

Japan Tobacco International Bhd managing director Cormac O’ Rourke comments that the company is pleased with the announcement that cigarette transshipment activities will be limited to certain ports only. “We have called for a ban on transshipment of tobacco products time and again as this loophole has been exploited for years. At a time when the country is grappling with high levels of illegal trading, strong and consistent implementation and effective enforcement is key. These are necessary measures to address a key smuggling channel for contraband cigarettes, which has resulted in massive losses for the country over the years,” he says.

However, the biggest win for the industry, some say, is the legalisation of electronic and non-electronic cigarettes, including vape. Beginning Jan 1, 2021, the government will impose an excise duty of 10% on all types of electronic and non-electronic cigarettes, including vape, while excise duty of 40 sen per milliliter will be imposed on the liquid used in electronic cigarettes.

“The legalisation of electronic and non-electronic cigarettes, including vape, is a win for BAT. It will now be able to enter the vape market,” says CGS-CIMB Research analyst Kamarul Anwar, who covers BAT.

Interestingly, neither company commented on the legalisation of the e-cigarette and vape market. Nevertheless, O’ Rourke points out that what is critical now is for the government to speed up proper enforcement laws and the implementation of various key anti-illicit tobacco measures to better address the situation.

Meanwhile, Reed believes that measures to enhance enforcement must be accompanied by excise reforms to really make an impact on the tobacco black market. “The price gap between legal and illegal products is currently far too wide, creating a situation that enforcement alone cannot address. Ultimately, we believe Malaysian consumers want to do the right thing. If given a viable opportunity to choose a legal alternative at a reasonable price, most would prefer not to put money in the hands of criminals,” he says.

Posted by 360Capitalist > 2020-12-16 15:01 | Report Abuse

https://www.themalaysianinsight.com/chinese/s/290222

降低烟价打击私烟 阿末马斯兰建议降至8令吉

巫统笨珍国会议员阿末马斯兰建议，政府通过降低香烟税和降低价格的方式来打击国内横行的私烟。

他提议，政府或能够让某一家注册的香烟公司，让其价格降到8令吉，将税务减半作为试行计划。

“我们让一家合法的公司价格定在8令吉，税务减半，才能够把价格降下来。然后让这个合法的香烟以一个更相似的价钱，能够和私烟对抗。”

他强调，这是为了不让政府因私烟问题而失去香烟相关的税收。


他在国会下议院辩论2020年关税局（修正）法案时引述一项报告，指我国每年因香烟逃税而亏损50亿令吉的收入。

“大马有128亿根香烟被使用，这是来自私烟。而合法的香烟，则是72亿根。”

他说，这显示国人所抽的香烟中有64%为私烟，而只有36%为合法和纳税的香烟。

他提出，目前我国征税的香烟价格介于17令吉40仙至12令吉，而非法的烟则8令吉至2令吉。

“有些包装是5根装，这些私烟很危险，可能被我们的学生们所购买。”

他说，一项报告指大马是全球最大私烟市场，而私烟拥有更多的尼古丁含量，没有健康标示或是生产规范，因此此事对我国是个安全威胁。

他说，这些私烟是在转运的过程中消失，并希望未来不再重演。

财政部副部长阿都拉欣巴克里则提出，关税局有常年采取行动来打击私烟，包括和其他的执法机构展开合作。

他说，关税局也和其他国家和国际组织合作，包括和印尼一同打击马六甲海峡的私烟行为。

阿都拉欣巴克里也说，我国也会安排在关卡进行检查，确保申报的正确性。

“政府也在2021年财政预算案中提出了停止部分码头的香烟转运，以打击私烟。”

Posted by Donator > 2020-12-16 15:12 | Report Abuse

这个建议好像不错

Posted by williamh > 2020-12-16 15:40 | Report Abuse

應該說是妙想天開，不失为針對，立杆見影，只是官商勾結，不了了之，

Posted by williamh > 2020-12-16 16:37 | Report Abuse

Bat will turun positive closing today

Posted by Edison Chen > 2020-12-16 17:21 | Report Abuse

No power this few day,huhh

Posted by Edison Chen > 2020-12-16 17:21 | Report Abuse

So sad...

Posted by Bryanbt > 2020-12-16 18:34 | Report Abuse

15? Tomorrow

Posted by Simon_khoo > 2020-12-16 19:35 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/12/16/sc-bursa-to-uplift-temporary-suspension-of-short-selling

Posted by Simon_khoo > 2020-12-16 19:36 | Report Abuse

RSS short selling uplifted eff 1/1/21. Very interesting....

Posted by Simon_khoo > 2020-12-16 20:41 | Report Abuse

Tomorrow BAT sure pecut!

Posted by weida8877 > 2020-12-16 20:58 | Report Abuse

BAT RM8? Wahaha..... I tot BAT worth RM17.40, but now only RM8.

Posted by Goodprofit > 2020-12-16 21:00 | Report Abuse

extended to feb 28

Posted by Bryanbt > 2020-12-16 21:16 | Report Abuse

Good news or bad news?

Posted by weimun88 > 2020-12-16 22:03 | Report Abuse

https://codeblue.galencentre.org/2019/11/05/study-almost-two-thirds-of-malaysias-cigarettes-illegal-highest-globally/
JTI Malaysia also called for a further excise tax moratorium for the next two years to prevent smokers from switching to illegal sticks, noting that RM9 per pack of cigarettes goes to the government. JTI’s cheapest product in Malaysia, LD, is priced at RM11.90.

50% reduction in tax will benefit legal tobacco companies by being more price competitiveness without impacting margin.

Posted by kokchengkai > 2020-12-16 23:29 | Report Abuse

泰国朱拉隆功大学12月14日宣布，透过烟叶（烟草）研制开发的防冠病的疫苗，取得实验室阶段成功，呼吁「众筹」进一步研发项目经费5亿铢，争取在明年6月进入人体试验阶段。

高等教育、科技与创研部长阿涅主持新闻发布会，宣布朱拉隆功大学正在推动研究一项「植物性冠病疫苗项目」，该项目由卫生部国营制药局与两家民营企业合作，共同支持朱拉隆功大学研发冠病疫苗，并将以初创企业模式进行科研成果转换。
高等教育、科技与创研部充分支持该项目，使这种植物性疫苗产品成为泰国人自主创新和掌握专利权的新技术，目前朱大药剂学系已完成实验室阶段研究，取得令人满意的进展。

Posted by Edison Chen > 2020-12-17 01:32 | Report Abuse

Bravo bravo bravo

Posted by freeze789 > 2020-12-17 01:36 | Report Abuse

https://www.kwongwah.com.my/20201216/%E7%83%9F%E8%8D%89%E5%9F%B9%E5%85%BB%E5%86%A0%E7%97%85%E7%96%AB%E8%8B%97-%E6%B3%B0%E5%9B%BD%E4%BA%89%E5%8F%96%E6%98%8E%E5%B9%B46%E6%9C%88%E4%BA%BA%E4%BD%93%E8%AF%95%E9%AA%8C/

泰国朱拉隆功大学宣布，透过烟叶（烟草）研制开发的防冠病的疫苗，取得实验室阶段成功。
泰国朱拉隆功大学宣布，透过烟叶（烟草）研制开发的防冠病的疫苗，取得实验室阶段成功，争取在明年6月进入人体试验阶段。

Posted by DreamMarauder > 2020-12-17 01:56 | Report Abuse

Dropped 10 sen

Posted by DreamMarauder > 2020-12-17 01:56 | Report Abuse

Dropped 0.7%

Posted by DreamMarauder > 2020-12-17 01:56 | Report Abuse

Sikit saja la

Posted by DreamMarauder > 2020-12-17 01:56 | Report Abuse

Not so much la

Posted by DreamMarauder > 2020-12-17 01:57 | Report Abuse

Still can tahan la

Posted by DreamMarauder > 2020-12-17 01:57 | Report Abuse

After must improve little bit

Posted by DreamMarauder > 2020-12-17 01:57 | Report Abuse

Good luck

Posted by lotuseater > 2020-12-17 08:12 | Report Abuse

https://www.theguardian.com/business/2020/dec/16/british-american-tobacco-approval-test-covid-vaccine-humans

Posted by IBestDividend > 2020-12-17 08:54 | Report Abuse

https://www.bat.com/group/sites/UK__9D9KCY.nsf/vwPagesWebLive/DOBWBNF3

Posted by IBestDividend > 2020-12-17 08:54 | Report Abuse

Good new from BAT

Posted by 360Capitalist > 2020-12-17 09:30 | Report Abuse

BAT's Value For Money (VFM) Cigarette Brand KYO existing selling price per Pack for 20 sticks is RM12.00. Based on YB Datuk Ahmad Maslan proposal in Parliament yesterday, Government is planning to roll out RM8. 00 per 20's Pack by reduce tax 20 cents tax per stick (20 sticks X 20 cts = RM4.00 tax reduction) for KYO Brand Cigarette or other similar price category cigarettes brand.

Eventually, BAT's KYO will be used by Government to combat illicit Black Market cigarettes and fixed the selling price at RM8.00 per pack for Two Years trial period. For year 2020, illicit Black Market cigarettes controlled two-third or 65% of Total Available Market Share in Malaysia. Malaysia is ranked world number 1 in illicit Black Market cigarettes with 12.5 Billion sticks cigarettes without paying tax( Government impose 40 cents per sticks or RM5Billion tax revenue loss).

Just imagine the current scenario Government is facing now:
1) Loss in Cigarettes Tax Revenue of RM5 Billion or 2) 65% Market Share or Equivalent to 12.5 Billion Cigarette Sticks Per Year 3) Equivalent of 625 million Packs of 20 Sticks in Cigarettes.
4) 625 million Packs at RM8 per pack is equivalent to RM5 Billion new market opportunities for Registered n Legal Cigarettes Companies in Malaysia.

British American Tobacco (BAT 4162) controls more than 50% cigarettes market shares in Malaysia is likely to be Main Beneficiary if Government is implementing RM8 Per Pack Policy as suggested by YB Datuk Ahmad Maslan in Parliament yesterday.

Based on low case scenario at 50% market share, the RM8 policy will boost additional revenue of RM2.5Billion (312.5 million Packs for KYO) for BAT or 100% revenue increase based on current quarterly revenue of RM650mil. Based on 11% net profit margin, BAT has potential to double the PAT to RM500mil or approximately RM1.80 per share.

With current share price of RM14.26 which is consider very low (or P/E 8 times if RM8 policy being kick off by 2021) and highest Dividend Yield (minimum 20 cents per quarter or 80 cents per year) stock in Bursa Malaysia, BAT has great potential to be one of the Best Performing Stock in 2021. BAT's historical high was RM70 per share and because of erosion of market shares and shut down manufacturing plant in Malaysia. With increase market share of conventional cigarettes and launching of Vuse E-Cigaretted soon, we may see returning of BAT to restart their manufacturing operations here in Malaysia soon.

Don't miss the golden opportunity, it might limit up due to limited free float of shares in market.

Posted by RoyalExpert > 2020-12-17 09:41 | Report Abuse

Faster buy before the news out everywhere
BAT got approval from U.S for Covid vaccine on human test
https://www.theguardian.com/business/2020/dec/16/british-american-tobacco-approval-test-covid-vaccine-humans

Posted by Edison Chen > 2020-12-17 09:45 | Report Abuse

Today no power again,huhh...

Posted by Simon_khoo > 2020-12-17 09:56 | Report Abuse

Volumes normalized

Posted by JJchan > 2020-12-17 11:00 | Report Abuse

for over 1 week, before Open, price at 14.40 and below there No sellers (8:30Am)
After opening Operator begins to push below 14.40 to max 14.20 to collect----I sense below
14.20 might attract too many vultures

Posted by wkc5657 > 2020-12-17 13:23 | Report Abuse

whatever the fluctuation, the fact is that the price did manage to touch last year closing....

got good feeling can at least close this year near last year's price level...but with better future looking financial performance...

Posted by kokchengkai > 2020-12-17 14:27 | Report Abuse

(Reuters) -A COVID-19 vaccine being developed by British American Tobacco from tobacco leaves has been approved for human trials by the U.S. health regulator, the maker of Dunhill and Lucky Strike cigarettes said on Wednesday.

The enrolment for the study is expected to start shortly, with results likely by mid-2021, the company said.