Posted by sunbird > 2021-05-31 18:14 | Report Abuse

compared to first quarter last year its good.

Posted by batman666 > 2021-05-31 18:16 | Report Abuse

Full lockdown last year qr so bad... if u compare what also good lo

Posted by brian3381 > 2021-05-31 18:21 | Report Abuse

Aceotable only. No wow

Posted by bananaskin > 2021-05-31 18:21 | Report Abuse

I told you guys Q1 21 is lower than Q4 20. But share price I can't predict lo

Posted by batman666 > 2021-05-31 18:22 | Report Abuse

Decent to almost disappointing results for batman666 and i own truckloads of bat shares

Posted by HLTGang > 2021-05-31 19:24 | Report Abuse

Good result and good dividend

Posted by wkc5657 > 2021-05-31 19:29 | Report Abuse

tomorrow small gap down...

Posted by momo0698 > 2021-05-31 20:58 | Report Abuse

@wkc5657 small is how much haha.
i try queue at Rm15 see can get it or not.

Posted by Fundamental123 > 2021-05-31 21:13 | Report Abuse

My 2 cents:

You should apply YOY comparison method, where there had been MCO since 18th of March 2020 before that there had been no MCO at all ( normal business) ; however, year 2021 Jan - Mar , CMCO had been implemented affecting some normal business.

What does the above mean for the company’s revenue for Q1 2021 as compared to revenue for corresponding period last year ?

How come revenue and profit margin for Q1 2021 were higher as compared to revenue and profit for corresponding period last year ? That experienced players are concerned about for investment but not the apparent figures .

Hopefully, my 2 cents is helpful to somebody for better understanding about above business performance by way of TA.

Posted by wkc5657 > 2021-05-31 21:26 | Report Abuse

Good place to start your que, but be flexible to adjust if you really want to enter.

Before entry, read the report from their big boss, big issue with smuggling through small jetty despite limited transshipment and almost no improvement toward black market share. His latest tone is not positive, so assume won't get any better from now on.

To be conservative, better base your forward valuation 250m profit a year. Conservative full year EPS of 90 cents at share price of rm15 gets you 6% dividend yield. Question is how will market evaluate it?

The vape product will still take some time to materialise since parliament is doing nothing to bring forward favourable legislations. Looking at this useless lineup in parliament, i personally don't think vape legislation will happen until the next general election settled.

Posted by oldguy > 2021-05-31 21:29 | Report Abuse

Result consider good if compare to previous year Q1.show improvement. Will continue keep it.

Posted by batman666 > 2021-06-01 00:07 | Report Abuse

Wkc5657 nice analysis, the only one that makes sense in this whole chat.

Posted by batman666 > 2021-06-01 00:09 | Report Abuse

250m i doubt will get you 90 cents.

250m x 90 percent is 225m, and dividend by 285m shares. More like 80 cents. 5% dividend yield.

Posted by UncleFollower > 2021-06-01 01:00 | Report Abuse

if this was last year, small gap down could mean 10% down

Posted by UncleFollower > 2021-06-01 01:01 | Report Abuse

now coming from a lower base, considering the mcos and impending full vaccination, market should be much more willing to provide higher valuation

Posted by UncleFollower > 2021-06-01 01:03 | Report Abuse

MRDIY's founder accumulating is also helping, as well as Douglas Cheng. These shareholders matter when the stock is generally illiquid, it is a good time for cash rich people like them to accumulate should BAT tank

Posted by UncleFollower > 2021-06-01 01:06 | Report Abuse

it's pretty ok to hold on hope for vape legislation + ramp up anti smuggling efforts while being paid to wait

Posted by UncleFollower > 2021-06-01 01:06 | Report Abuse

Maybank up TP from 12.60 to 14.60, still below current price lol

Posted by brian3381 > 2021-06-01 11:32 | Report Abuse

sold all 15.16. tqvm

Posted by wkc5657 > 2021-06-01 11:42 | Report Abuse

@batman666

I just do simple calculation based on this quarter result.

PAT : 63m x 4 = agak agak 250m
EPS : 22.1 x 4 = 88cents (just round up to 90)

Those holding c3 and c4, my gut is just sell.

Definitely will retest 14.50

Posted by slts > 2021-06-01 12:09 | Report Abuse

bat Q1 is always the lowest in the yr. no need to be so disappointed with tis q1 result
jus enjoy the dividend

Posted by wkc5657 > 2021-06-01 13:47 | Report Abuse

nope, just open financial results page, there are no definite seasonality towards their sales trend.

Logically, the smoking addiction is pretty much constant throughout the year, more likely getting heavier addition the longer one smokes.

Posted by sunbird > 2021-06-01 17:01 | Report Abuse

Would it be the fact that the overseas BAT who is supplying M'sia has raised its prices being one of the causes of the reduced profit?

Posted by batman666 > 2021-06-01 17:13 | Report Abuse

WKC5657, please continue sharing your insight. Yours is the most objective so far. Much better than many members who shouted so much for the past few months. I myself hold a lot of BAT too cost below RM 12. Bought in last year Jan/Feb. Collected more than RM 1 dividend. This old man's stock suits me for dividend income.

Posted by brian3381 > 2021-06-01 17:21 | Report Abuse

sell now, buy back later la at lower px

Posted by Edison Chen > 2021-06-01 17:32 | Report Abuse

Run run run

Posted by momo0698 > 2021-06-01 18:02 | Report Abuse

i take profit my C and changed to to mother tdy. and add more on 14.9.

Posted by IronShirt > 2021-06-02 10:04 | Report Abuse

BAT turnaround is now complete. 25% upwards gained per Qr (minimum) for 2021 excluding Vape
market which most likely begins after July. Yesterday saw 90% contra kaki left

Posted by JJchan > 2021-06-02 10:33 | Report Abuse

Moving black market Cigs to unload at smaller ports will increase shipping cost by 200--300%----
slowly killing illegal Cigs.....This is the cost i paid when my Bangla workers run away during
Covid Raid

Posted by Simon_khoo > 2021-06-02 13:37 | Report Abuse

It may break rm14 after ex dividend as some funds may reshuffle portfolio after seeing BAT Q1 result...

Posted by Simon_khoo > 2021-06-02 17:06 | Report Abuse

捉拿私烟，雷声大雨点小...

Posted by batman666 > 2021-06-02 17:12 | Report Abuse

捉拿私烟，雷声大雨点小

Posted by UncleFollower > 2021-06-02 18:01 | Report Abuse

捉拿私烟，雷声大雨点小......

Posted by Simon_khoo > 2021-06-02 19:37 | Report Abuse

只闻楼梯响，不见人下来....

Posted by wallstreetrookie > 2021-06-02 19:55 | Report Abuse

Terrible results despite stable dividend records. Revised TP to RM13.50 NEUTRAL. However, recent shift in government policy may further BAT Malaysia's earnings prospects in the next fiscal year

Posted by UncleFollower > 2021-06-02 22:11 | Report Abuse

Considering CMCO restricts entertainment business, results really arent that terrible...TP 13.50 is fine. People often forget BAT too is a recovery stock. It is supposed to be defensive under normal circumstances, this pandemic isn't normal at all

Posted by MOBAjobg > 2021-06-03 10:56 | Report Abuse

"BAT: 1Q net profit soars to RM63m, declares 21sen dividend. British American Tobacco’s (BAT) net profit grew 24.32% YoY to RM63.11m in 1QFY21, supported by growth in the group’s domestic volume. Revenue increased 17.75% YoY to RM566.55m as the group’s total market share rose to 52.3%, underpinned by the strength of its strategic brands such as Dunhill, Rothmans and KYO. The group declared a first interim dividend of 21 sen per share.". as quoted from PublicInvest Research.

This news gives great hope for better things to come so I remain confident with future prospects of BAT.

Posted by Ntpboon > 2021-06-03 13:17 | Report Abuse

饭后一根烟................
快活似神仙....................
来来来.................................
来打油..................................

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


业绩未出先炒高？
短期投机多已抛？
一季业绩並不糟？
大势不好已难捞？


Bursa好股很难找？
派高股息更加少？
若买了英美烟草,
收息守住别乱炒！


政府若把私烟掃,
股价肯定向上跑？
那时的英美烟草,
你将把它当成宝？


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

Posted by wkc5657 > 2021-06-03 15:34 | Report Abuse

Read the tone of their big boss announcement, not exactly positive. If next quarter so so, then can consider the recovery timeframe will drag longer.

Most police now deploy for covid19 control, lesser for investigation and raids; customs enforcement don't know how much affected as 80% government sector not working at office...

So the black market share of ciggies won't really drop.

After more vaccinations and the pandemic over, the financial ministry will see big budget hole, then will start enforcement hard. The question becomes when will that day come....

Posted by williamh > 2021-06-03 15:50 | Report Abuse

高人指點你別跑，隨波逐流多烦腦，逆流而上保住宝，股息八月会很好，英美何以龵走宝，何須共舞添煩惱，加碼明天沒煩惱，一起歡度得到宝，赞石石頭难分宝，守住股息沒煩惱

Posted by Ntpboon > 2021-06-03 16:11 | Report Abuse

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

管理层虽频呼唤？
缉私行动只虚晃？
打击私烟若无望？
不如电子烟来换？

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

Posted by Windy1974 > 2021-06-03 16:16 | Report Abuse

Gotta know about this yesterday when my daughter showed me this news. Would this become a new tomorrow just like carbon zero and EV?
I sold my BAT because the dividend yield just ain't attractive for me personally at current price. Of course, at lower price or higher profit this could change. However, if there are a fundamental change in consumer habit, then BAT's attractiveness would need to be evaluated not just on dividend yield alone.

https://www.theguardian.com/world/2021/apr/16/new-zealand-aims-to-create-smoke-free-generation-cigarettes

Posted by Ntpboon > 2021-06-03 16:34 | Report Abuse

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

高人叫我别乱跑？
负面新闻却不少？
害我读了惹烦恼？
看来前景不会好？

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

Posted by williamh > 2021-06-03 17:11 | Report Abuse

跟风負面新聞真不少，反面教材搖不了，跟风経理真不少，包容他們自己好，风浪越大越会跑，下季股息真來了。

Posted by Simon_khoo > 2021-06-04 09:34 | Report Abuse

Breaking rm14 earlier than I expected...

Posted by williamh > 2021-06-04 11:07 | Report Abuse

Strongly buy in at this point onward

Posted by williamh > 2021-06-04 11:10 | Report Abuse

From 15.76 down to 14.12=-1.64,go all in

Posted by wkc5657 > 2021-06-04 11:46 | Report Abuse

good luck, could be a good rebound trade

Posted by faralenz77 > 2021-06-04 17:04 | Report Abuse

In share investment, know when to sell high is key to profit. Not when to buy low.

Posted by IronShirt > 2021-06-04 17:23 | Report Abuse

https://www.malaysiakini.com/news/577590

Alcohol banned in MCO3 But legal Cigs allowed.....no Effect on BAT earnings in mco3