Posted by wallstreetrookie > 2021-04-05 08:02 | Report Abuse

That’s why investors should look beyond the balance sheet and financials and venture into the future prospects that the company is offering. Instead of the information that is already publicly available. The idea is to get in early, buy low and sell high without any negative catalyst.

You likely will make money profit in this company over the long run. But the opportunity cost is probably not worth it if you do not allocate some of your investments to other sectors. Cable (Astro), renewable energy (solar, hydropower, etc), semiconductor (a little too late for this one), retailers and consumer products.

Posted by wallstreetrookie > 2021-04-05 08:05 | Report Abuse

When inflation concerns hit Wall Street and smart money shifted funds into high yield stocks, tobacco stocks did not see a rise in SP at all. That is telltale signs that tobacco companies have too many underlying issues which dissuade funds from purchasing shares. Instead they moved money into financials, consumer products and energy + renewable energy.

Posted by fengpinglangjin > 2021-04-05 09:53 | Report Abuse

worst scenario for bat had oledi been priced in. profit will increased slowly from now.when Vape introduced. explosive profit growth will set in..expect high pe and growth story for bat when vape introduced and regulated.

by then no more under 20 for BAT.

Posted by Simon_khoo > 2021-04-05 15:11 | Report Abuse

Looks good today

Posted by fengpinglangjin > 2021-04-05 16:54 | Report Abuse

oledi can smell nex qtr result is good...if this wk close above 14..

Posted by BATFLY > 2021-04-05 17:04 | Report Abuse

Next quarter result should be good as lately they are able to meet their sales target.

Posted by williamh > 2021-04-05 20:43 | Report Abuse

Getting closer to break last high of 13.60,next wil be 14.20

Posted by williamh > 2021-04-06 08:56 | Report Abuse

As usual it will go down every time it approaching 13.60,let see this time..

Posted by fengpinglangjin > 2021-04-06 09:18 | Report Abuse

BAT is on growth mode in coming qtrs. Reversing multi years contracting . Many are waiting to get cheap like last time. Because they think Bat will always drop back to 10.

Posted by fengpinglangjin > 2021-04-06 09:19 | Report Abuse

Many are getting impatient ....

Posted by newbie2828 > 2021-04-06 10:06 | Report Abuse

Mar account closed for the Qtr. insider in action now.

Posted by freeze789 > 2021-04-06 11:13 | Report Abuse

BAT spend about 4-8mil per Q to restructure the group in last 2 years. This expenses cost was ended in last Q4 2020. What do yo think next Q result?

Posted by troy88 > 2021-04-06 11:56 | Report Abuse

Slowly climbing back up to 14 again. No matter what IBs do you can't put down this old dog..

Posted by williamh > 2021-04-06 12:43 | Report Abuse

Draw back restructure spending will reflexing in the Q1

Posted by JJchan > 2021-04-06 13:36 | Report Abuse

10ml of Vape liquid averaging around RM14 yesterday. I think NO tax is paid. If Gov can
implement the 10% tax, vaping cost is similar to a pack of Premium Cigarette. Until today No Manufacturer is awarded a Vape Manufacturing License so all liquid Vape on the Street is "illegal"
if they donT paid 10% Tax ( 40sens tax / mL is actually very Expensive )

With No Vape Manufacturing licence ever awarded, BAT stand a Good Chance of receiving
one soon ( Gov can levy 10% sales Tax with No complication as compare to Road Side Seller )
10% Tax works wonder for BAT bcos if BAT received a Manufacturing Licence, it can officially
closed Down all Vape Sellers without a valid manufacturing licence----2 Billion Biz

The Making of RM100 BAT

Posted by freeze789 > 2021-04-06 13:47 | Report Abuse

(q4 2020) 5-1=4 and (q1 2021) 6+1=?

Posted by wkc5657 > 2021-04-06 15:22 | Report Abuse

bingung government....legislation drag drag drag.....positive legislation for BAT earliest 2nd half of 2022....

still have to sit it out...damn the warrant cannot untung....

Posted by fengpinglangjin > 2021-04-06 16:01 | Report Abuse

din u c many vape regulation news lately..i saw once every few days...he he

Posted by fengpinglangjin > 2021-04-06 16:02 | Report Abuse

bat launching vape in future a new growth story...

Posted by JJchan > 2021-04-06 20:16 | Report Abuse

https://www.theguardian.com/business/2021/feb/20/tobacco-giant-bets-1bn-on-social-media-influencers-to-boost-lung-friendlier-sales

BAT (international) is Not new to Vape users----In 2023 Bat target 500millions nicotine
consumers with 100 Billion pounds ( about 500 billion myr ) revenue

Posted by wallstreetrookie > 2021-04-06 21:30 | Report Abuse

BAT must hold in long term portfolio. Bearish report from me for medium term only.

Because on paper, BAT is a company that is too big to fail but already too big to grow. The growth potential is minimum but long term investors sure love the dividend yield each quarter. Still underweight

Posted by williamh > 2021-04-07 09:53 | Report Abuse

The key is bat is absolutely kopi o gao gao,,never dilute,

Posted by TakeProfits > 2021-04-07 12:13 | Report Abuse

You are very right wiliamh....Great...No.dilute their shares!!

Posted by freeze789 > 2021-04-07 13:18 | Report Abuse

KUALA LUMPUR (April 7): The Tan brothers of MR DIY Group (M) Bhd — Tan Yu Yeh and Tan Yu Wei — together with Westports Holdings Bhd’s Tan Sri G Gnanalingam are new entrants into Forbes' billionaires list this year.

Posted by Simon_khoo > 2021-04-07 13:44 | Report Abuse

Close green today?

Posted by wallstreetrookie > 2021-04-07 13:50 | Report Abuse

Any opinions on the vape business in MY? Would be nice to hear some thoughts on this

Posted by wallstreetrookie > 2021-04-07 13:51 | Report Abuse

Idk if young people in Malaysia still prefer to smoke vape or not haha

Posted by Simon_khoo > 2021-04-07 15:24 | Report Abuse

Someone is still stubbornly pressing the price, refused to let it go up....

Posted by Simon_khoo > 2021-04-07 17:09 | Report Abuse

Pressed down to collect?

Posted by SinGor > 2021-04-08 16:43 | Report Abuse

https://www.sportspromedia.com/news/mclaren-british-american-tobacco-sponsorship-expansion-f1-indycar

Saw Vuse Vape today in Store. BAT used Formula One advertisement to attract Younger Gen.
BAT cannot advertise Tobacco Cigarette But Vape is Different, BAT can advertise ( give BAT a Leg-Up compare to China Brand )

Posted by Simon_khoo > 2021-04-08 17:10 | Report Abuse

Hammer candle stick today

Posted by SinGor > 2021-04-08 17:13 | Report Abuse

Simon_khoo Pressed down to collect?
07/04/2021 5:09 PM

At closing, HE sapu Up....most likely someone saw Closing Qr. Revenue. Alot people Inside BAT
know Revenue number but Not Profit number......eg. regional Sales Manager....Well connected
Goreng Master (syndicate ) can get this Sales Number

Posted by SandCoffee > 2021-04-08 23:46 | Report Abuse

What happen to your shares if the management decided to delisted?

Posted by williamh > 2021-04-09 11:43 | Report Abuse

14.30 will be break next week and challenge the 15..

Posted by Mary Tan Ling > 2021-04-09 12:00 | Report Abuse

@williamh Gosh! you are so sure??!! Tot of selling at RM14.00. All Big Bros out there should I sell or follow williamh??!! Dividend coming n so tempting.

Posted by Mary Tan Ling > 2021-04-09 12:16 | Report Abuse

@philip31 big bro thanks

Posted by philip31 > 2021-04-09 14:25 | Report Abuse

Keep until vape business materialize, then you would not want to sell anymore.

Posted by Simon_khoo > 2021-04-09 16:30 | Report Abuse

Big road block @ 13.80, 254 lots waiting...

Posted by kelvin61 > 2021-04-10 11:32 | Report Abuse

You're going to look back 3 years from now and say you either was lucky to have bought or missed the golden opportunity to own BATMAN. There's no business in this world that do not go thru challenges. It's TIMES like these you get the GOLDEN opportunity to buy your favorite stock for cheap. Once vape is legally launched in Malaysia, BAT'S VUSE will contribute significantly to the bottomline, cheers.

Posted by wallstreetrookie > 2021-04-10 16:03 | Report Abuse

Right. Still don’t deny the fact that BAT makes money off addicted people haha

Posted by wallstreetrookie > 2021-04-10 16:03 | Report Abuse

Low ESG lol

Posted by wallstreetrookie > 2021-04-10 16:04 | Report Abuse

@SandCoffee how come BAT delist? More like privatisation or other deals

Posted by SandCoffee > 2021-04-10 16:49 | Report Abuse

@wallstreetrookie - Hi and thanks for replying. Nope, not saying BAT going to be delisted. It's just a random question and I'm just wondering about it.

Posted by williamh > 2021-04-11 17:49 | Report Abuse

There’s limited downsides but so much upsides room for bat after it dropped about 80% from around 70 the last few years compared some glove stocks which had gone up a few hundreds % there’s a very strong chances many will cash out from glove stocks.Last 3Q bat has shown improvement

Posted by pang72 > 2021-04-11 20:16 | Report Abuse

Another HIGH DIVIDEND STOCK for retirement

Posted by fengpinglangjin > 2021-04-12 07:01 | Report Abuse

https://www.vapingpost.com/2021/03/25/china-might-regulate-vapes-as-tobacco-products/0

China might regulate electronic cigarettes and vaping products like traditional tobacco products, per proposed product regulatory guidance.

According to regulatory guidance presented by the Ministry of Industry and Information Technology and the State Tobacco Monopoly Administration, the Chinese government intends to regulate electronic cigarettes and vaping products like tobacco products.

Reuters reports that the actual tobacco industry is controlled entirely by the government and features product and commercialization licenses with foreign tobacco companies

However, once they enter force, the new regulations will place the State Tobacco Monopoly as the de facto retailing entity of e-cigarettes in the future.


China oledi moving to regulate and taking bak the vape market by state tobacco and foreign licensee.


https://www.nst.com.my/business/2021/04/679015/opportune-time-regulate-domestic-vape-industry
Soon will be malaysia turn .

Posted by fengpinglangjin > 2021-04-12 07:23 | Report Abuse

Once vape introduced...even at 15 can get 10% dividend....hehe..grossly undervalued.

Posted by JJchan > 2021-04-12 09:43 | Report Abuse

Regulation is Good for Vape. Control illegal imports and required All retail stores to pay 10%
Sales Tax ( same as BAT ) BAT has 1700 distributors and if each distributor has 25 clients....BAT
has 42,500 Outlets in Malaysia for Vuse Vape

Posted by troy88 > 2021-04-12 09:49 | Report Abuse

Vape is coming and will grow BAT's business significantly whether naysayers like it or not

Posted by fengpinglangjin > 2021-04-12 09:53 | Report Abuse

regulating vape is sooner or later...can wait til materialise then buy...lesser yield only...

BAT wkly chart is oledi on long term up trend...soon mthly chart will also break out above long term up trend in a few mths when vape introduced. by then above 20 oledi...