Posted by IronShirt > 2021-06-04 17:24 | Report Abuse

JPMorgan Tp still sticked at 21

Posted by IronShirt > 2021-06-04 17:25 | Report Abuse

Monday time to collect back for dividend

Posted by Dorothy > 2021-06-04 22:57 | Report Abuse

Be patience

Posted by batman666 > 2021-06-05 00:47 | Report Abuse

iron shirt where you see BAT target price by JPM RM 21?

Posted by eric8168 > 2021-06-05 05:11 | Report Abuse

Next quarter results really gg. Y ? Due to April puasa, may partially lock down, June totally lock down , Van sale persons cannot go to work. When market don’t have enough stock, illegal one will expanding their market share. GG

Posted by UncleFollower > 2021-06-05 16:08 | Report Abuse

BAT wrong stock to hold for quarterly results. Many better options. BAT hold collect dividends and sleep

Posted by UncleFollower > 2021-06-05 16:08 | Report Abuse

BAT is vape legalisation and curb illicit cigs play

Posted by UncleFollower > 2021-06-05 16:08 | Report Abuse

Will need parliament to open first

Posted by IronShirt > 2021-06-07 14:26 | Report Abuse

batman666 iron shirt where you see BAT target price by JPM RM 21?

Hi, article was posted here 2--3weeks ago...anyway i No intention to repost it bcos I dont want
people to Buy on Tuesday....another pair of Chopstick, another mouth to feed

Posted by chinaman > 2021-06-07 14:36 | Report Abuse

if alcohol is non essential, cigarette is essential, can still be opened?? double standard miti. wakaka

Posted by IronShirt > 2021-06-07 14:44 | Report Abuse

The sale of alcoholic beverages is banned at all premises during the current "total lockdown" period as it is not an essential item, said Deputy Minister of Domestic Trade and Consumer Affairs Rosol Wahid.

However, he said cigarettes - while also not an essential good - can still be sold to avoid "problems" with addicts.

This is after confusion arose on whether hypermarkets and grocers...

Posted by MalaysiaKini / 577590

Posted by williamh > 2021-06-07 14:49 | Report Abuse

Those IB who push down last few days is into our radar now,its just too small those funds for us and we will make Known to them to hardly see the light soon

Posted by batman666 > 2021-06-07 17:07 | Report Abuse

Thanks ironshirt, found it.

Posted by JJchan > 2021-06-07 17:59 | Report Abuse

Bank Negara rate is now 1.75%---with MCO, most Co. can stay 25% above waterline. With Lockdown 90% are Below WaterLine ( you can feel it so chaotic in SOP minister bcos they are
trying to save a Drowning Man )

June ----Bank Negara will announce Next Rate. My Bet is 1.50%. It will pull Down to 1.0% if
LockDown continues. Bank FD rate will be 1.75---2.0. BAT Dividend will Stay above 7%( annual--
2021 )

Posted by wkc5657 > 2021-06-08 16:54 | Report Abuse

There is unlikely interest rate will go down, inflation is on the way. Even if lock down continues, interest rate will more likely stay put and slight uptick starting next year maybe 2nd half.

1.5% is the lowest for the foreseeable future (even though i don't think it will happen), going to 1% is impossible. Foreign money will run faster which the our government don't want to happen as US will likely see sentiment of interest rate rising pressure. Double whammy, almost like when 1mdb imploded time, so again unlikely in my opinion.

Posted by UncleFollower > 2021-06-08 18:02 | Report Abuse

A government for the people will slash rates and worry about inflation later.

Foreign money has been on the run not because of rates but because of political instability and poor visibility in recovery.

Then look at how the BNM governor and Finance Minister are talking

Thats why wkc is probably right because we have a heartless government right now

Posted by batman666 > 2021-06-09 00:33 | Report Abuse

agree with wkc5657. 1.5 percent impossible lah jjchan.

Posted by batman666 > 2021-06-09 00:34 | Report Abuse

Good news is mco or not sales still okay for bat

Posted by wkc5657 > 2021-06-09 09:19 | Report Abuse

the sundry shop that i go usually still sells black market cigs, but another contact says that their side wine and cig smuggling business getting slow....

So at least got some optimism....

Posted by Petronas > 2021-06-09 09:46 | Report Abuse

Buy?

Posted by JJchan > 2021-06-09 10:02 | Report Abuse

First of All there is hardly any foreign Funds in Malaysia. 15 of JPMorgan FF has no BAT.
By comparsion Malaysia Bank Rate is atleast 200 basis point Above EU and USA. So Bond
Holders has No where to Go. Of Course Afghanistan offer 15% Bank Rate if you want to deal
with Taliban

Posted by auditorandconsultant > 2021-06-09 12:41 | Report Abuse

Finally, I have decided to join BAT this big family after studying since Jan 2021. Yesterday, I bought some at the entry price of RM14.32.

I trust the top management from BAT.

EPS - 2018 (164.20 cents), 2019 (121.00 cents), 2020 (84.70 cents)

FCF per Share - 2018 (161.77 cents), 2019 (108.57 cents), 2020 (62.09 cents)

I am not too worried about the decreasing EPS and FCF because the above result has not taken E-Cigarette sales in future into consideration.

With the Company's plan to cut cost (plan to move some services to Pakistan for Shared Services) and business expansion, I have no worry about this counter.

Happy to join this big family with everyone here.

Posted by williamh > 2021-06-09 13:56 | Report Abuse

Welcome to the big family,united is strength ,sail smoothly

Posted by williamh > 2021-06-09 14:04 | Report Abuse

These was how it works lately…firstly the local IB sold down their portfolio at recent high and buy back at manageable low,so stage 1 was sell high buy back low,stage 2 is to push up again and after collecting the dividend on x date,sell down again that will be stage 2,therefore they c made twice..no big deals

Posted by auditorandconsultant > 2021-06-09 14:12 | Report Abuse

I foresee BAT to become a multibagger soon. I believe in 2 years time, BAT could go up RM30

I am very positive and will hold tightly.

开番，指日可待。

Posted by Ntpboon > 2021-06-09 15:27 | Report Abuse

闲来无事..................
来打油.....................

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

英美烟草出业绩，
公司照样给股息。
股价却跌不给力，
为何重来再起立？

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

Posted by lskmgnt > 2021-06-09 18:03 | Report Abuse

Auditorandconsultant. Welcome on board

Posted by williamh > 2021-06-09 20:52 | Report Abuse

业绩好你追我跑，双向出擎拿股息，高卖底買才夠力，別再停留拿股息，數據游戲把你气，从此坐上雲端上天去。

Posted by 240902 > 2021-06-10 09:36 | Report Abuse

direct translation from si fu Williamh......If you have a good performance, you chase me, and you can get dividends in both directions. Selling at a high bottom is enough to buy. Don't stop to get dividends. Data games will piss you off, and you will go to the sky from now on.

Posted by Pinky > 2021-06-10 11:45 | Report Abuse

Hmm @auditor, 5.94% yield at current price, quarterly dividends. Interesting...

But no growth to be had here la...

Posted by auditorandconsultant > 2021-06-10 14:38 | Report Abuse

@Pinky,

I am parking my money in BAT in view of the future plan of BAT to expand into E-Cigarette upon granting of licence to operate E-Cigarette business after the resumption of Parliament.

There is a solid potential fundamental in near future because it is the trend for E-Cigarette now.

Look at RLX Technology listed in Nasdaq.

Posted by fengpinglangjin > 2021-06-10 14:43 | Report Abuse

The research house said that the management also shared that there were progressive discussions with Malaysian authorities to set regulations over nicotine vape products. Some of the items highlighted by industry players include the need to establish a list of banned ingredients and dosage of ingredients in vape liquids, standard of devices alongside requirement for players to obtain approvals around the sale of nicotine vape products.

The framework is still subject to finalisation, nevertheless it reckoned there was a chance that the government may introduce regulations on nicotine vape products as early as the second half of the year.

Posted by auditorandconsultant > 2021-06-10 15:03 | Report Abuse

@fengpinglangjin

Thank you for your sharing.

I am positive towards the future development and growth of BAT. Top management will do something to drive result for the next few quarters.

Posted by UncleFollower > 2021-06-10 15:06 | Report Abuse

Updates on nicotine-based vape framework

Discussions with regulators for the legalisation of nicotine-based vapour
products are in the final stages, we understand. Details are scant at the
moment, but BAT hopes to launch its own vapour product by end-2021.

Posted by Lanmum > 2021-06-10 17:59 | Report Abuse

@auditorandconsultant, nice sharing. Thanks

Posted by Lanmum > 2021-06-10 18:02 | Report Abuse

Bat or vape is not pekebun taste. Finally you able to ditch him. Congrats..

Posted by auditorandconsultant > 2021-06-11 01:03 | Report Abuse

@pang72,

Part of my principles, bankers who made sell or buy call would normally make call in favour of their own interests because I believe in share market there is no free lunch. In other words, HL IB would like to collect cheap tickets. My two cents.

I ignore the Sell Call of TP RM11.75 set by HL Investment Bank.

This is part of my principles and I will continue to hold tightly BAT at this juncture.

However, I do respect your stand. You can use HL Investment Bank's advice as the basis of your decision in investment.

Good luck.

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

@auditor I love you

I'm getting into BAT with you today

Posted by Lanmum > 2021-06-11 11:20 | Report Abuse

@auditorandconsultant, the HLB target and price now is big big gap. A bit scare. Good, Pinky you add on

Posted by Pinky > 2021-06-11 11:23 | Report Abuse

@Lanmum, for example, IBs punya TP for TNB is always way above traded price

And when you look at the fundamentals, and current economic climate...

When things are normal, all people go to work, residentials consumption go down, commercials and industrials consumption go back up

Now FMCO, many people WFH, the situation terbalik

Some IBs got vested interest (they want u to buy to push up price)
Also, some IB analysts are armchair analysts really

I'd rather buy BAT with generous dividend payout, and little to no capital expenditure requirement. At least I'm assured that the dividend is sustainable

No smoking? People will always smoke wan la!

Stay at home, bad economy, lagi mau rokok lebih! XD

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

Haha. Yea. Somke more at home. Like TGUAN target is very pleasant & comfortable. This one very stress. Appreciate you guys opinions. Thanks for sharing Pinky and auditorandconsultant

Posted by Lanmum > 2021-06-11 11:35 | Report Abuse

But looking at the chart is good buy now.??

Posted by Pinky > 2021-06-11 11:45 | Report Abuse

Big fall after announce FMCO. Now seems decent to enter. Furthermore next week ex dividend 21 sen!

Posted by Pinky > 2021-06-11 13:23 | Report Abuse

But BAT is a totally different creature to auditor's previous call TGUAN

TGUAN is a growth story

BAT? Hmm...of all the people I know, most still smoke traditional tobacco. E-ciggies acceptance among my friends, not many. Less than 5. XD

Posted by Edison Chen > 2021-06-11 13:57 | Report Abuse

政府腐败贪污 一日私烟没有解决 就回不到想当年的价位 丢

Posted by tzeying11108 > 2021-06-11 14:13 | Report Abuse

Wait only lo

Posted by auditorandconsultant > 2021-06-11 14:26 | Report Abuse

@Lanmum
@Pinky

I will just wait patiently. I bought some BAT shares on Tuesday at RM14.32. You had just acquired right.

Although the price of RM14 above but below RM15 is not the best entry price, I am willing to park some of my $$$ here to earn Dividends and to wait for opportunities.

Top Management of BAT will not do nothing and I believe RM14 should be fair enough for a good start. I am planning to hold BAT and I believe BAT will become a multibagger soon, i.e. RM30.

******************Extracted from eNanYang*****************************************************************

（吉隆坡10日讯）一名金融与经济分析员认为，烟酒和赌博是国家经济的关键贡献领域，因此政府应确保这些行业不会因疫情而严重受挫。

分析员说，这些行业为国家创造许多就业机会，总共有数十万名国人直接和间接就业，也对经济产生积极的乘数效应，还有外来直接投资 （FDI）。

分析员邦嘉古马是针对我国于本月1日实施全面封锁行动管控令（FMCO）的问题，发表文告表达观点。

他说，FMCO实施以来，必需品或非必需品之说引起的混淆与不确定性，及模糊的SOP对商业不是好事。再说，上述3领域因为政治化及不实际的辞藻，常在这类模糊的政策下首当其冲。

他认为，主要是向这些“罪恶行业”寂施的国产税，是政府重要的收入来源。

“例如在2020年，政府征收近100亿令吉的税务，占2020年征收的419亿令吉间接税务的约23.5%。”

“我不是在谈论要给予这些行业援助或特殊融资，而是确保这些行业能继续以纳税的形式，为政府提供直接和间接的收入。

“这些行业需要复苏并继续为我们的国库做出重大贡献，是明确而实在的政策，以减少运营中断。财政稳定对这些行业非常重要及毋庸置疑，若现阶段提高酒、烟和赌博的国产税，等于杀死会下金蛋的鹅。”

立法打击非法烟草

他建议政府通过大胆的2021年预算案执行控制措施及加强执法，以解决非法烟草问题，并制定可以有效打击非法烟草的法律。

他说，走私烟酒继续影响合法的厂商的业绩，而非法互联网赌博则祸害有执照的经营者。

****************************************************************************************************************

After the FMCO and this pandemic, I believe that Government will do something to safeguard the interest of business related to Cigarette and Liquor.

Look! Almost one quarter of Tax was derived from the total tax collected in year 2020.

Do you think government will allow BAT (cash cow) to suffer?

I am very very positive and I believe some positive movements will be implemented by the Government soon.

BAT - Stable Blue Chips + Sustainable and High Dividends + Potential Growth and Development which will then drive exponential spike in share price very soon (in my humble opinion 1-3 years)

Posted by wkc5657 > 2021-06-11 14:48 | Report Abuse

liquor always kena hantam by opportunistic politicians, easy target because of religious haram....

but smoking, despite haram, more addictive and much much harder to quit....so will give lager room for survival.....

Posted by auditorandconsultant > 2021-06-11 14:59 | Report Abuse

@wkc5657

Agreed!

We just look forward to seeing exponential growth and development of BAT

PLUS witnessing the skyrocketing of BAT share price very very soon!

@Lanmum @Pinky

Welcome on board

Posted by JJchan > 2021-06-12 09:25 | Report Abuse

June will be a fantastic month for BAT-----None of the Road Stalls can Sell legal Or illegal Cigs
during One Month Lock Down.
Almost 35--40% of local Brand Or illegal Brand are Sold thru Road Side Stall

Keeping finger crossed that BAT's 2Q results will Fly out 1 July ( Very Good Results always Out
very Fast )