BRITISH AMERICAN TOBACCO (M)

KLSE (MYR): BAT (4162)

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Last Price

7.74

Today's Change

+0.17 (2.25%)

Day's Change

7.63 - 7.84

Trading Volume

435,100


9 people like this.

12,999 comment(s). Last comment by Vuse888 1 day ago

Posted by devilnevercry > 2020-12-22 12:05 |

Post removed.Why?

Posted by therookieechingchong > 2020-12-22 15:25 | Report Abuse

BAT still viable for super longterm because high population addiction

williamh

926 posts

Posted by williamh > 2020-12-22 15:51 | Report Abuse

6months time may reach 20,beside two Q dividends

Posted by Edison Chen > 2020-12-22 15:59 | Report Abuse

收错风pula,明天才冲16,今天热engin先!

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

Betul betul tu... sapu jangan tak sapu....

Posted by Edison Chen > 2020-12-22 16:05 | Report Abuse

Lol...lu tak sapu lagi, macam mana nii...

somo1

178 posts

Posted by somo1 > 2020-12-22 17:08 | Report Abuse

LOL! 热到往下冲,收在当日最低点!

JohnFarmer458

1,797 posts

Posted by JohnFarmer458 > 2020-12-22 17:09 | Report Abuse

still havent reach rm20? i already sold RM15 waiting to reenter at RM12.50

Posted by Edison Chen > 2020-12-22 17:39 | Report Abuse

热过头,爆炸 明天天气可能冷一点

Posted by woshigushen > 2020-12-22 23:07 | Report Abuse

hoot 9 eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee

SinGor

4,931 posts

Posted by SinGor > 2020-12-23 09:42 | Report Abuse

Call warrant Bankers try to pull down....People escaping TopGlove Buys Up...You play contra
sure lose money

Simon_khoo

705 posts

Posted by Simon_khoo > 2020-12-23 10:41 | Report Abuse

It should be around this price range to close the year

Posted by IBestDividend > 2020-12-23 10:50 | Report Abuse

Go go go ….. to price onward 20

BATFLY

722 posts

Posted by BATFLY > 2020-12-23 11:12 | Report Abuse

Kudos to BAT. Anything above rm14 is a bonus for me.. Bought at 10.30 when everybody is not interested.. Thanks for year end bonus..

oneorange

43 posts

Posted by oneorange > 2020-12-23 11:36 | Report Abuse

this counter keep on let me play in out in out~

SinGor

4,931 posts

Posted by SinGor > 2020-12-23 13:51 | Report Abuse

My Breakfast wanton mee stall always ran out of KYO brand. Now i buy 2 pack at a Time

UncleFollower

1,768 posts

Posted by UncleFollower > 2020-12-23 15:07 | Report Abuse

Aijor BAT give u so much gains can buy a few year's worth of Dunhill lor

JJchan

7,182 posts

Posted by JJchan > 2020-12-23 15:44 | Report Abuse

One the following Stock will surely made way for BAT into Top 30 KLCI Index
1) Malaysia Airport (most likely )
2) Hap Seng Consolidated
3) AMMB
4) Genting

Simon_khoo

705 posts

Posted by Simon_khoo > 2020-12-23 15:47 | Report Abuse

Strong buying rate

JJchan

7,182 posts

Posted by JJchan > 2020-12-23 15:57 | Report Abuse

About 6 weeks to 4Q20 Results, I think results is very Good. Bcos my Bangla workers told me
"imported Cigs" price Up by 50cents. Some Brand No stock

kd88

203 posts

Posted by kd88 > 2020-12-23 19:22 | 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。

williamh

926 posts

Posted by williamh > 2020-12-24 10:06 | Report Abuse

BAT is shifting the key business to Pakistan from Malaysia and will creat thousands of job and $100 million per years fhelp the country to earn

williamh

926 posts

Posted by williamh > 2020-12-24 10:13 | Report Abuse

This multinational company will not waiting to die here where the illicit cigarettes is the world’s top,while most of the enforcer were corrupted,from immigration to customs to police,ultimately tarnished the good names of the forces,unless solid action is taken immediately and show of results, it maybe too late!

williamh

926 posts

Posted by williamh > 2020-12-24 11:12 | Report Abuse

Predict Q4 dividend 30 cents,just testing my prediction

somo1

178 posts

Posted by somo1 > 2020-12-24 13:09 | Report Abuse

Yeah, highly likely.

SinGor

4,931 posts

Posted by SinGor > 2020-12-24 14:05 | Report Abuse

33-34 cents Dividend more likely for 4Q

wkc5657

289 posts

Posted by wkc5657 > 2020-12-24 14:42 | Report Abuse

more likely 24-26 cents range, above 30 cents is like more than 50% profit increase which looks unlikely for coming quarter announcement.

30 cents maybe Q2 next year.

williamh

926 posts

Posted by williamh > 2020-12-24 14:53 | Report Abuse

QoQ Rev and eps are going up

SinGor

4,931 posts

Posted by SinGor > 2020-12-26 11:36 | Report Abuse

4Q20 maybe the best Qr for 2020 if Not 1Q21. I import about average 5--20 containers every month so i know all the cockroaches and Rats runners in Pasir Gudang. About 50% disappeared
after MOF announcement in Oct / Nov ...lying Low to avoid detection and look-see, look-see
what is going on....Usually if 10 containers get Caught, 2 containers will be announced 8 will
let Go pending Call from Big Potatoes

SinGor

4,931 posts

Posted by SinGor > 2020-12-26 11:37 | Report Abuse

Now even Big Potatoes disappeared

williamh

926 posts

Posted by williamh > 2020-12-26 12:29 | Report Abuse

Something big is on the way as BAT had shifted key business to Pakistan and obviously the change of shares holders early September is the evidence bat has been steps ahead to tackle the illicit trading here and with the 2021 budget strategic ,the light is shining again

BATFLY

722 posts

Posted by BATFLY > 2020-12-26 12:32 | Report Abuse

Great future awaiting BAT in 2021..

JJchan

7,182 posts

Posted by JJchan > 2020-12-26 16:04 | Report Abuse

last week alot foreign Cash moved into Malaysia----Ringgit Appreciate alot. Whether the foreign
Cash goes into Bond Or Stock Market ----I donT know. But we will know Monday

williamh

926 posts

Posted by williamh > 2020-12-28 09:20 | Report Abuse

90% profits return to shareholders,mighty company policy

williamh

926 posts

Posted by williamh > 2020-12-28 09:21 | Report Abuse

Let see what is the last closing price of the year

Posted by Edison Chen > 2020-12-28 12:11 | Report Abuse

Somebody press down the price,haizzz

wkc5657

289 posts

Posted by wkc5657 > 2020-12-28 16:18 | Report Abuse

close 14 for the year....too bad no 15 or 16.....

Posted by 360Capitalist > 2020-12-28 16:26 | Report Abuse

Fresh News .. Sign of Price Solution of RM8.00 Cigarette Pack Implementation soon

https://www.nst.com.my/news/nation/2020/12/652714/narrow-price-gap-between-legal-and-illicit-cigarettes-says-ahmad-maslan

AT the recent Dewan Rakyat sitting, Datuk Seri Ahmad Maslan suggested conducting a two-year pilot programme to allow tobacco companies to sell legal cigarettes at RM8 per pack.

The Pontian member of Parliament and secretary-general of UMNO suggested halving tobacco taxes to curb the black market. The suggestion was met with agreement from the Retail and Trade Brands Advocacy Malaysia Chapter (RTBA Malaysia), a non-governmental organisation safeguarding supply chains and brands from criminal conduct.

Ahmad Maslan also said that Malaysia has the largest tobacco black market globally, accounting for 64 per cent of the market share.

Malaysia loses about RM5 billion in tobacco tax revenue every year, seeing as how cigarettes often vanish in Malaysia during the transshipment process before they get re-exported to another country.

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Address price gap to stop tobacco black market, says RTBA
The managing director of RTBA's Malaysia, Datuk Fazli Nordin stated, "The Malaysian Government has made the bold move to address the tobacco black market in Budget 2021.

"Several initiatives including strengthening the multi agency task force (MATF) with the participation of Malaysian Anti-Corruption Commission and National Financial Crime Centre as well as announcing restrictions on cigarette transshipment activities will help address the supply chain route for the tobacco black market to a certain extent," he said.


He added, "Nevertheless, the core factor driving the illegal cigarette trade is the wide price gap between legal and illegal products resulting in the current critical level of illegal cigarettes in Malaysia. There are international and local studies that support this."

A recent report by the Australian Parliamentary Joint Committee on Illicit Tobacco Market has acknowledged that Australia's price-based policies to control tobacco have been counter-productive.

According to KPMG's annual "Illicit Tobacco in Australia" report, following a 12.5 per cent ad hoc excise increase in May 2016, Australia's illicit tobacco had increased significantly from 14 per cent of the market in 2018 to over 20 per cent in 2019.

The Parliamentary Joint Committee report also revealed that in 2018 and 2019, a total of 633 tonnes of illicit tobacco were seized, which set a new record.

"Clearly, the numbers speak for themselves," Fazli commented with regards to RTBA's own "Illicit Tobacco in the Asia-Pacific Region: Causes and Solutions" report that was published in April 2020, which showed that the sales of illegal cigarettes in Malaysia rose from 37 per cent in 2015 to 65 per cent in 2020. This increase came following a substantial excise hike on legal products in 2015.

Fazli added, "As such, Datuk Seri Ahmad Maslan is spot-on in identifying excise reforms as a solution that can best complement the enhanced enforcement initiatives put in place in Budget 2021 to tackle the tobacco black market in a comprehensive manner."

Besides that, Fazli also said that there are tax experts who have agreed with this idea.

Recent newspaper reports have shown that the chairman of Tricor Malaysia, who is also the current president of the Malaysian Institute of Accountants, Dr. Veerinderjeet Singh, has proposed to allow tobacco companies to introduce a new product, taxed at a lower rate via a new excise tier.

In reference to Dr. Veerinderjeet's idea, Fazli said, "This will create a lower segment of legal cigarettes that can viably compete with illegal cigarettes based on price.

"RTBA Malaysia believes that this solution can effectively curtail the tobacco black market from a demand-driven perspective," he concluded.

Simon_khoo

705 posts

Posted by Simon_khoo > 2020-12-29 16:36 | Report Abuse

IB block kao kao @ 14.00

Posted by Edison Chen > 2020-12-29 16:47 | Report Abuse

Why ib block? Warrant expired?

BATFLY

722 posts

Posted by BATFLY > 2020-12-29 16:51 | Report Abuse

Future of BAT is very bright..

sunbird

74 posts

Posted by sunbird > 2020-12-29 17:23 | Report Abuse

in the Times of London today it was stated that by June of this year BAT could be producing one to three million doses of cover virus a week. The headline was "Not a Lucky Strike"!!! It means that the vaccines could be produced and used a room temperature. Suck that up pharmniaga!

kd88

203 posts

Posted by kd88 > 2020-12-29 22:38 | Report Abuse

Just go to langkawi free duty and ask, they have received noticed to increase the price of cigarettes starting 1 Jan.

Hoseh no more free duty cigarettes in free duty zone and this is only one of the measurements to fight snuggled cigarettes.

Next year BAT will fly like TESLA

freeze789

234 posts

Posted by freeze789 > 2020-12-30 01:20 | Report Abuse

GLO product no longer available..now only wait for vape product out..then you will know how powerful of BAT

Simon_khoo

705 posts

Posted by Simon_khoo > 2020-12-30 11:42 | Report Abuse

Buying interests...

Simon_khoo

705 posts

Posted by Simon_khoo > 2020-12-30 13:19 | Report Abuse

14.50 today?

law7587

5 posts

Posted by law7587 > 2020-12-30 13:37 | Report Abuse

14.50? please la...up then down back

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