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

wkc5657

289 posts

Posted by wkc5657 > 2021-05-04 10:58 | Report Abuse

if can see 700mil revenue, consider very good progress, 1B is a little too far fetched. End of year at 800mil already very good.

Divided maybe around 27-29 cents, i really don't see it more than 30 cents unless per JJchan prediction of 1B sales can materialise.

Economic condition still not fantastic, smoke addiction kick in but still ikat perut, go for KYO or lower end segment still apply for now. Dunhill maybe when year end bonus good.

Simon_khoo

705 posts

Posted by Simon_khoo > 2021-05-04 11:14 | Report Abuse

Looks like going to close above 14.50 today

JJchan

7,182 posts

Posted by JJchan > 2021-05-04 18:01 | Report Abuse

Only BAT and Glove Counters Do well in MCO....3 quarters in a Row

JJchan

7,182 posts

Posted by JJchan > 2021-05-04 18:55 | Report Abuse

https://malaysiastock.biz/Company-Announcement.aspx?id=1315806

F&N results is Good. Reflects Consumers are spending. For smokers, beverage comes 2nd,
smoke First. Quite confident, BAT results is Good. Let MoF directive to close Cig Rat Holes as
a surprised Number to Revenue

Simon_khoo

705 posts

Posted by Simon_khoo > 2021-05-05 10:32 | Report Abuse

88% buy rate!

Simon_khoo

705 posts

Posted by Simon_khoo > 2021-05-05 11:19 | Report Abuse

Someone will wallop 14.50 for sure

Simon_khoo

705 posts

Posted by Simon_khoo > 2021-05-05 11:55 | Report Abuse

Road block cleared

wkc5657

289 posts

Posted by wkc5657 > 2021-05-05 16:07 | Report Abuse

ok....if 15.50, i sell my c3....

JJchan

7,182 posts

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

BAT is now 10cts short (14.60) of One year High. But BAT is still way, way Down from 54.50
5yrs ago where 1Q16 revenue is just 1,021 Bil----What if 1Q21 goes back to 1.0 Bil, should price
adjusted to RM50 again

JJchan

7,182 posts

Posted by JJchan > 2021-05-05 17:05 | Report Abuse

I take RM35 for short term

philip31

348 posts

Posted by philip31 > 2021-05-06 08:15 | Report Abuse

Rm20 for this year should not be a problem when vape business is running.

Simon_khoo

705 posts

Posted by Simon_khoo > 2021-05-06 10:02 | Report Abuse

RSS covering position

wkc5657

289 posts

Posted by wkc5657 > 2021-05-06 10:42 | Report Abuse

@JJchan
Understand the optimism, but then even with 1B revenue, the net profit will not be at 1Q16 level. If really at that level, net profit will likely be around 100m, EPS around 35 cents range.

I still think highly unlikely, 30 cents EPS really at best case for this quarter. My feeling is around 28 cents EPS.

Although i'm hoping to be pleasantly surprised....

Simon_khoo

705 posts

Posted by Simon_khoo > 2021-05-06 16:13 | Report Abuse

Local anaconda kena swallowed....

JJchan

7,182 posts

Posted by JJchan > 2021-05-06 18:14 | Report Abuse

wkc5657 @JJchan
Understand the optimism, but then even with 1B revenue*************

How did BAT price hit 54.50 in 1Q16? It is forward projection of profit / PE...Somehow Gov's
banning of public smoking just killed all projections----Now BAT got a New Revenue projection
----VAPE. I think it will kick in 2Q21 with results.-----1Q21 is really very exciting, i think
premium Cigs Sales will jump. Being the most profitable, net profit will jump too.( extra revenue
will not reflect substantial rise in Profit bcos of premium Cigs has a much higher margin then KYO)

Simon_khoo

705 posts

Posted by Simon_khoo > 2021-05-07 11:13 | Report Abuse

Cool

philip31

348 posts

Posted by philip31 > 2021-05-07 11:44 | Report Abuse

Going above 15 soon.

Simon_khoo

705 posts

Posted by Simon_khoo > 2021-05-07 11:48 | Report Abuse

RSS players are sweating....

Posted by fengpinglangjin > 2021-05-07 12:25 | Report Abuse

on the way to break out the long term monthly chart downtrend....slowly and steady...down trend of BAT is finally coming to and end soon..

ckfcpc

19 posts

Posted by ckfcpc > 2021-05-07 12:26 | Report Abuse

go go BAT

Posted by fengpinglangjin > 2021-05-07 12:30 | Report Abuse

will be getting 15 to 20% dividend by next year base on my early entry price....dun wait to buy bat...your yield only get lower n lower...

KingsMan

181 posts

Posted by KingsMan > 2021-05-07 12:30 | Report Abuse

Return of the dark knight

kelvin61

826 posts

Posted by kelvin61 > 2021-05-07 14:10 | Report Abuse

BATMAN price continue to firm up closer to the result announcement. This is an indication that Q1 profit will show further recovery. Can't wait to hear from them, cheers.

wkc5657

289 posts

Posted by wkc5657 > 2021-05-07 14:27 | Report Abuse

wa....suddenly some big lots traded...

JJchan

7,182 posts

Posted by JJchan > 2021-05-07 14:36 | Report Abuse

One year All time high Breached.....another 25--30% upside before 1Q21 Out

Simon_khoo

705 posts

Posted by Simon_khoo > 2021-05-07 15:17 | Report Abuse

80% buy rate!

wkc5657

289 posts

Posted by wkc5657 > 2021-05-07 15:29 | Report Abuse

@JJchan
wa....sure boh? next quarter result only 2 weeks away....

Can stand firmly above rm15 by end May is already a good achievement for all bottom fishers.

HLTGang

636 posts

Posted by HLTGang > 2021-05-07 18:09 | Report Abuse

The return of Batman.....target Rm20

HLTGang

636 posts

Posted by HLTGang > 2021-05-07 18:10 | Report Abuse

Vape coming out next month...... huatlh

JJchan

7,182 posts

Posted by JJchan > 2021-05-07 18:19 | Report Abuse

LookOut for USA payroll tonite---If it is Monster as they said, then US economy is picking Up rapidly And also Importing Rapidly. 70% of malaysia manufactured products goes to USA
whether directly Or indirectly thru China and Singapore.
Guess who is coming back to pick up sold down stocks----" White Boys" who like BAT as favourite

Simon_khoo

705 posts

Posted by Simon_khoo > 2021-05-07 22:51 | Report Abuse

Nonfarm payrolls way below expectations

JJchan

7,182 posts

Posted by JJchan > 2021-05-08 17:09 | Report Abuse

https://malaysia.news.yahoo.com/vape-industry-protests-government-seizure-105358536.html

This is interesting. Vape 2.27Bil Biz. And Gov. is attacking illegal Vape sellers who refused to
pay 10% sales Tax for Equipment and Liquid nicotine. As usual who wants to pay Taxes.....
BAT pays Taxes and I think BAT can grab 50% of 2.27 Bil Vape Biz bcos of its Huge distribution
Network............Let Hope 3 Limit-Up after Qr results......TransOcean and WideTech have nothing
but just Talk, can have multiple Limit-Up until Bursa Hit them with Upside Cap

Ntpboon

664 posts

Posted by Ntpboon > 2021-05-09 11:33 | Report Abuse

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

手上拿着英美烟,
吞云吐雾每一天。
就等业绩公布后,
收了股息再买烟。

------------------------------)

williamh

926 posts

Posted by williamh > 2021-05-09 18:02 | Report Abuse

煙消雲散還是烟,雲上哨烟每一天,快步嫁衣何须䓁,明天有緣再相見。夢里业绩飞上天,只要畄住这一天,回头再次雲上天。

Ntpboon

664 posts

Posted by Ntpboon > 2021-05-09 22:20 | Report Abuse

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


业绩出炉这几天,
若是买了英美烟,
股价真的冲上天?
你就是个真股仙!

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

williamh

926 posts

Posted by williamh > 2021-05-10 12:23 | Report Abuse

世间何來活神仙,上帝作人弟一天,股息收取苐七天,再來休息龵明天

TakeProfits

1,229 posts

Posted by TakeProfits > 2021-05-10 13:01 | Report Abuse

Oay, Williamh....can give English version your above comments..

williamh

926 posts

Posted by williamh > 2021-05-10 13:53 | Report Abuse

Where’s the living god in the world,God created man the first day,dividend collection the seventh day,come and rest again tomorrow

Ntpboon

664 posts

Posted by Ntpboon > 2021-05-10 14:15 | Report Abuse

-----------------------
--------------------------
Relax, just for laugh...........


谁说世间无神仙?

Bursa个个是股仙?

仙股常常炒翻天!

你我却只能抽烟。

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

Posted by Edison Chen > 2021-05-10 18:46 | Report Abuse

可以出书了 哈哈哈

williamh

926 posts

Posted by williamh > 2021-05-10 19:08 | Report Abuse

可可托海红翻天,烟民多过炒股仙,沒事想來戒香烟,無奈股息大过天,唯有每天買香烟,遲來報到成追仙,不求成仙休息天,女友问我那一天,一同網上仰 仰天,明天再次衝上天。

williamh

926 posts

Posted by williamh > 2021-05-10 19:18 | Report Abuse

华山论剑掉沈烟,空头回补追上天,嚴重套牢五月天,唯有等待那一天

SinGor

4,931 posts

Posted by SinGor > 2021-05-11 09:46 | Report Abuse

MCO is Good news for BAT. EveryBody got nothing to Do......just Smoke. Every mco, Bat got
good results....no different this Time.

johntkh

126 posts

Posted by johntkh > 2021-05-11 10:04 | Report Abuse

which date announcement for QR & dividend?

SinGor

4,931 posts

Posted by SinGor > 2021-05-11 10:49 | Report Abuse

rss 584,662....14,000 bought back

Simon_khoo

705 posts

Posted by Simon_khoo > 2021-05-11 11:24 | Report Abuse

Clawing back...

williamh

926 posts

Posted by williamh > 2021-05-11 11:32 | Report Abuse

27/5/2021 will announce Q1

williamh

926 posts

Posted by williamh > 2021-05-11 11:36 | Report Abuse

Almost all disappeared due to strictly checking by road block and the many rats holes,even the port klang hot spots of smugglers had gone

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