Posted by limyuwei > 2020-12-17 14:36 | Report Abuse

The covid vaccine is totally unrelated with BAT Malaysia.

Posted by CharlesT > 2020-12-17 14:46 | Report Abuse

lol

Posted by BATFLY > 2020-12-17 14:55 | Report Abuse

Future of BAT is very bright if government work hand in hand with BAT to combat illegal cig and improve income for government

Posted by BATFLY > 2020-12-17 14:56 | Report Abuse

Loss of income via, illegal ciggs...

Posted by DonWorryBeHappy > 2020-12-17 15:40 | Report Abuse

Reduce tax will help, since past few yrs cigarette price keep rising, market share keeps shrinking. 17.40 a pack majority can't afford loh. Illegal ones only 3.50-5.

Now hard times, people rather quit or change to illegal ones

Posted by JJchan > 2020-12-17 16:27 | Report Abuse

3.50 Indonesia Cig a pack maybe made from Dried Lalang Grass dipped in synthetics Tobacco
Oil. If you want to smoke Dunhill, it is just a acquired Taste.

Posted by Edison Chen > 2020-12-17 16:59 | Report Abuse

No power again....huhh

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

Better wait till Monday, tomorrow will clear out the contra players who bought on the 16th.

Posted by wkc5657 > 2020-12-17 17:26 | Report Abuse

crazy playing contra with this counter, just no one bidding the price up....

maybe near next quarter dividend announcement, then price got better movement....

Posted by UncleFollower > 2020-12-17 17:40 | Report Abuse

It's a fact big money is accumulating. Just hold tight

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

Proprietary – net sell – Buying BAT, selling CIMB

Last week’s flows suggest that proprietary investors had the top three highest net buy flows in BAT, Ruberex and Bumi Armada.

The top three largest net sell flows for proprietary investors were CIMB, Sapura Energy and JAKS.

Posted by somo1 > 2020-12-17 18:36 | Report Abuse

Though pleasing to the ears, but how credible is Uncle follower findings on proprietary net flows...

Posted by Simon_khoo > 2020-12-17 20:41 | Report Abuse

https://www.klsescreener.com/v2/news/view/767527/cgs-cimb-sectors-to-watch-out-for-come-2021

Posted by kd88 > 2020-12-17 21:11 | Report Abuse

https://www.orientaldaily.com.my/index.php/news/nation/2017/05/30/198739

Posted by kd88 > 2020-12-17 21:12 | Report Abuse

BAT 的上限

根据2015统计，平均每天91mil 支烟被抽掉。

每年是1660mil 包烟。以中价烟14块一包来算，这里就是一个接近23bil 的行业总生意量。

23bil 可能夸大了。我就当是18b 好了。政府极力打击走私烟的情况下， 还有50%的走私烟吧。然后合法烟里面， 50%的人喜欢抽Marlboro 不喜欢抽 dunhill 。 Bat 一年的生意额就是4.5b( 18*0.5*0.5) 。 电子烟忽略不计， 因为BAT 也将推出电子烟。

4.5b 的revenue , 就是 2014 －2015年的revenue 。 那个时候赚了大概900mil , 也派了大概900m dividend。

以5% DY来算， 股价是63块。

以Nestle 的2% DY 来算， 股价是157 块。

当然，最重要是看政府打击私烟有多给力。只要政府打击私烟给力，这基本就是一只没有上限的股。

但是，BAT 的下限是有限的，因为不管怎样，还是有人顶不住要去抽那个味道gao gao 的Dunhill 红色。

Posted by UncleFollower > 2020-12-18 01:52 | Report Abuse

lol you think I made it up? u're cute

somo1 Though pleasing to the ears, but how credible is Uncle follower findings on proprietary net flows...
17/12/2020 6:36 PM

Posted by Ntpboon > 2020-12-18 07:33 | Report Abuse

---------------------

喝了啤酒上个厕所又来喝,
啤酒股的股息给一元,
股价的价位是二头的？

吞云吐雾后不爽再来一根,
烟草股的股息超过一元,
股价的价位却是一头的？

----------------------------------

Posted by Panorama1 > 2020-12-18 08:20 | Report Abuse

BUY BAT “Perfectionists in Tobacco”.
“Gaya, Mutu & Keunggulan”

Posted by CharlesT > 2020-12-18 09:14 | Report Abuse

today started with higher vol...hope its a good start

Posted by JohnFarmer458 > 2020-12-18 09:27 | Report Abuse

Sold at rm15, why still so many people here?

Posted by Edison Chen > 2020-12-18 09:30 | Report Abuse

Sell pressure big big,huhh

Posted by CharlesT > 2020-12-18 09:42 | Report Abuse

JohnFarmer458 Sold at rm15, why still so many people here?
18/12/2020 9:27 AM

wah very smart very panlai....

Posted by williamh > 2020-12-18 09:43 | Report Abuse

Q4 dividends likely 29 cents

Posted by CharlesT > 2020-12-18 09:47 | Report Abuse

not even one hour after mkt open oredi more than 50% of ytd's vol......got vol only got excitement lah

Posted by williamh > 2020-12-18 09:48 | Report Abuse

Quick quick move super n tg into BAT,gaining both directions,can buy back both if going below 6,let wait

Posted by Ntpboon > 2020-12-18 10:00 | Report Abuse

-----------------------------

百年老店，年年给你超过一元的股息，MarketCap 只值4.1b.

新开张卖破铜烂铁的 MarketCap 值19.7b.

我的头壳进水啊!..................................

-----------------------------------------------

Posted by Nepo > 2020-12-18 10:11 | Report Abuse

Every year give RM 1 dividend, 15 years later, your cost is RM0.

Posted by wkc5657 > 2020-12-18 10:18 | Report Abuse

going to be range bound 14-15 for some time....nevermind, wait till next quarter announcement, sure got better action since better profit outlook and dividend yield seekers/funds paying even more attention...

Posted by CharlesT > 2020-12-18 10:20 | Report Abuse

false alarm......lol

Posted by Edison Chen > 2020-12-18 10:29 | Report Abuse

Someone throw thee ticket,
Need to wait that big trade change ticket to another hand , just can fly

Posted by williamh > 2020-12-18 10:43 | Report Abuse

Once short selling lift come 1jan 2021,many will be shocked and scrambling to covering the short of bat,the strength to push even higher maybe beyond 20

Posted by williamh > 2020-12-18 11:33 | Report Abuse

Last few days push up early trading then lower down and turn negative ,sprinting off weak holders

Posted by williamh > 2020-12-18 11:48 | Report Abuse

Super n tg maybe approach 5 in near future,,change to bat now and buy back both when both near to 5,maybe

Posted by JohnFarmer458 > 2020-12-18 12:23 | Report Abuse

@williamh keep dreaming , supermax and topglove already hit rock bottom, not much downside. Only has upside now is the best time to buy

Posted by Gusen > 2020-12-18 12:29 | Report Abuse

today quite strong, compare other stocks, not sure later got news or not.

Posted by weimun88 > 2020-12-18 13:01 | Report Abuse

https://www.nst.com.my/news/nation/2020/12/650084/price-solution-enforcement-stop-tobacco-black-market?utm_source=facebookpaid&utm_medium=sponsored&utm_campaign=+DEC20073A&utm_term=OP1&fbclid=IwAR3nkxc2xZrLAU9XNdm0If80HCbddbeZPzxNdj859c8UBMVq0NxjftazHTw

Posted by MF0001 > 2020-12-18 14:44 | Report Abuse

AI YO YO~

UP WOR!

:DDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDDD

Posted by Simon_khoo > 2020-12-18 15:33 | Report Abuse

Meaning BAT is not targeted by institutional players under RSS

Posted by Simon_khoo > 2020-12-18 15:33 | Report Abuse

Good signs

Posted by virgogo > 2020-12-18 15:38 | Report Abuse

Historically low volume stocks like Bat will not attract any short selling. Most investors in this stock see good value and growth potential in earnings

Posted by williamh > 2020-12-18 15:50 | Report Abuse

Record show that many brokers has been talking down beginning of the year that illegal cigarettes ad caused bat to tumbling to the extent some people thinking bat maybe private...and many has jump on the wagon and short,it’s likely come the new year many will scrambling

Posted by williamh > 2020-12-18 15:57 | Report Abuse

Hahaha history repeatedly remember when bat was in the downhill some waiting to collect 5,today glove counters surely will report very good profits next QR,remember share price always go before

Posted by williamh > 2020-12-18 15:58 | Report Abuse

It’s better not to catch the falling knife

Posted by somo1 > 2020-12-18 17:07 | Report Abuse

Looks like wind of change is blowing on the excise tax front, and the stars are aligned rightfully in favor of BAT in the new year ahead. Cheers!

Posted by JJchan > 2020-12-18 17:47 | Report Abuse

The re-balancing of portfolio is still on going. Next week, you might see foreign fund in Singapore
actively buying up BAT. This week saw local clowns manipulating share price like crazy but
today they were are eaten up ----last mins

Posted by BATFLY > 2020-12-18 18:17 | Report Abuse

KUALA LUMPUR: Come Jan 1, cigarettes will be subjected to taxes at all duty-free islands or duty-free zones.

The move, one of the measures under the recently passed Budget 2021, is an effort to stem cigarette smuggling activities said to be rampant at duty-free islands and zones.

Deputy Finance Minister Datuk Abdul Rahim Bakri said cigarettes are one of the most smuggled items in the country.

“From what we know, cigarette smuggling occurs on some duty-free islands throughout the country.

“They are brought in illegally and the government is unable to collect revenue on them,” he said.

Abdul Rahim said enforcement to curb smuggling activities would be stepped up.

He noted that amendments to several existing laws such as the Free Zone Act and Excise Act were made to give more powers to customs enforcement officers to seize contraband items.

This includes allowing Customs department offices to be used as detention centres for suspects before charges are brought.

Meanwhile, Subang MP Wong Chen proposed that the cigarette tax be increased by 70% in line with the World Health Organisation’s recommendation to help curb smoking.

He raised the matter during debates on amendments to the Excise Act, noting that cigarette companies would usually lobby MPs to push for the government to clamp down harder on cigarette smuggling.

“Apart from the proposed 70% increase in tax, there must also be more effective enforcement to prevent cigarette smuggling,” he added.

He noted that a decrease in cigarette smuggling would help cigarette companies earn a reasonable profit while higher taxes would curb smoking.

A recent study revealed that Malaysia accounted for more than half of the global sales of illegal cigarettes in 2019.

An estimated 12 billion illicit cigarettes were sold here last year, comprising 62% of worldwide sales of illegal cigarettes last year.

Malaysia lost an estimated RM5bil in taxes due to sales of illegal cigarettes.

Posted by weimun88 > 2020-12-18 19:44 | Report Abuse

That MP is from opposition, too bad what he proposed got 'no weight' at all. The star news released on afternoon.

Posted by gemfinder > 2020-12-18 22:09 | Report Abuse

Looks very strong. Someone acumulating

Posted by kd88 > 2020-12-18 22:52 | Report Abuse

https://www.orientaldaily.com.my/index.php/news/nation/2017/05/30/198739

Posted by kd88 > 2020-12-18 22:52 | Report Abuse

BAT 的上限

根据2015统计，平均每天91mil 支烟被抽掉。

每年是1660mil 包烟。以中价烟14块一包来算，这里就是一个接近23bil 的行业总生意量。

23bil 可能夸大了。我就当是18b 好了。政府极力打击走私烟的情况下， 还有50%的走私烟吧。然后合法烟里面， 50%的人喜欢抽Marlboro 不喜欢抽 dunhill 。 Bat 一年的生意额就是4.5b( 18*0.5*0.5) 。 电子烟忽略不计， 因为BAT 也将推出电子烟。

4.5b 的revenue , 就是 2014 －2015年的revenue 。 那个时候赚了大概900mil , 也派了大概900m dividend。

以5% DY来算， 股价是63块。

以Nestle 的2% DY 来算， 股价是157 块。

当然，最重要是看政府打击私烟有多给力。只要政府打击私烟给力，这基本就是一只没有上限的股。

但是，BAT 的下限是有限的，因为不管怎样，还是有人顶不住要去抽那个味道gao gao 的Dunhill 红色。