BAT has moved thru Covid months with strong Gain in Profit....the worst of the worst months are Over...Biz is picking up especially Retail Biz....more dinning, more smoking
dompeilee BAT up 18c in a very very WEAK mkt...hopeful good qtr imminent! =) 28/10/2021 4:51 PM
Hurrah Hurrah HURRAH!!! Up 44.7% in my margin shares bought @ $10.20....1 yr anniversary coming on 5th Nov...dividends paid all my margin interest =) Also own 1,148 shrs in my regular account...
Carlsberg makes 1/2 the profit of BAT and pays 1/2 the Dividend of BAT but market price is 22 Bat nosh is 286mil And Carlsberg is 306mil ( not much different )---I say BAT should price at 35
Sin Group, Heinkein and Carlsberg are both price at 23 & 22 with outstanding shares same as BAT.....Both Beer Co. pay less dividend than BAT and lesser profit....
BAT disappointed a lot of dividend seeking institutions eg Lazard, EPF & Aberdeen who enthusiastically bought from $30-$74.40 but got flushed out from $33- $9 from 2018 to 2020.
Need new institutions who don't hold a grudge against BAT.
Need new institutions who don't hold a grudge against BAT. _______________________________
Really got nothing to say....But the real problem is Gov follows international standard by banning smoking in public area that really killed BAT revenue ( also banning Advertisement and printing on cig pack "horrible pix of Lungs cancer )....If you banned smoking in Cinema, Coffee Shop and Shopping Complex, you cannot lit a Cig anywhere in work places
Having sex is a Human enjoyment, yet, you cannot do it in public but population still increasing... There must be "A" way BAT can increase revenue.....moving to the darker-Side
Windfall tax is only applicable for all sectors or certain sector? BAT is one of the unlucky companies. Am not sure why windfall tax should be applicable. Dont feel it is a right move
BAT has consolidated for 18months---Let see whether this Qr, BAT can reach its previous Low (plunged to ) 22.70 ---May 2018. Breaching 22.70 will see next Top ---38.30 in 2022
Cukai Makmur will not affect much on BAT. We do not look at the groups of companies as they will be taxed at an individual company level. According to the latest annual report, BAT have 3 principal offices, 1 manufacturing plant company, and 10 branches throughout Malaysia. Price @16.00 & above is reasonable, price above 22 is bonus.
But there are risks here. One would be that this period of higher inflation has worked its way into consumer expectations to the point that it will be to some degree self-perpetuating. Another would be that the tightness in the labor market won’t dissipate, with many of the people who left the workforce during the pandemic permanently on the sidelines.
For now, however, the big issue is that supply constraints haven’t gone away, and with the holidays approaching, the economy has entered the season of peak consumer demand. It won’t be until the first quarter, when demand for consumer goods is much lower, that supply constraints might ease. If inflation looked hot in October, just imagine what November and December might bring.
Agree with you Troy88...these fellas don't know selling just to get dividends the net after paying commission will result in a lesser dividend amount. Crazy fellas as they can't even hold on to their BAT??
Reiterate OUTPERFORM. As earnings are revised upwards, we raised our TP of RM16.70 (RM15.70 previously) applying an unchanged (FY22E PER of 17x – closed to its 3-year Mean).
Given its potential tax contribution to government coffers, enforcement in curbing illicit products looks likely to be strengthened coupled with the momentum of economic recovery which would boost sales.
Its dividend yield is among the highest in our consumer universe at 2x higher than the peers’ average.
Undervalued at this juncture with a compelling dividend yield of >6% we reiterate OUTPERFORM.
Safest “FD” when it was ~ RM10 last year. It is a stock that you can Buy and need not monitor on daily gyrations. Just earn the excellent dividend yield.
There will always be opportunities in stock market. Always invest only with spare funds and excess savings that can withstand a time horizon of at least 3-5 years. Retail investors must never ever use margin financing no matter how confident you are with your stock picks. Funds/IBs with deep pockets will “kill” you with their RSS strategies. The stock market will always face market irrationality and subjected to unpredictable market vagaries. As such, the stock market is not for emotionally driven investors. Strong Balance Sheet, Cashflows & generous dividend yields are always the best barometers guide. In terms of Corporate Governance, BAT is second to none.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
slts
2,236 posts
Posted by slts > 2021-10-29 07:45 | Report Abuse
profits trending up Q on Q n so is dividends
buy n keep. smoke more to live a wonderful n stress free lives