There is a lot factors to consider.

Few bigs questions that I can think of for now:
1. How much cost savings will they really get from their restructuring from the short to mid term (1 to 5 years)?
2. Is the shift to Indo for real (already in the pipeline) or merely a bluff (pokerface stunt)?
3. How will the gomen respond to the proposal of the 3 year moratorium on excise duty hike?
(Note: there is an indirect threat if you can read in between the lines from the MD's statement)

Proceeds from the disposal for the land should be decent since the last revaluation was quite some time ago. Not sure if they plan to distribute the entire amount to the shareholders or a portion of it and use the balance to pay of their borrowings.

http://www.thesundaily.my/news/1733635

http://www.thesundaily.my/news/1778199

Apart from the above, I think biz will continue on as usual. Just that the share price, dividends and results will continue to be shaky.

Fat chance. Reinvest perhaps.

News that matters: it will be sold off and distributed back to shareholders. Source: friends in there.

zap lap from Malaysia?

seriously

Will it be delisted then? Currently their NAV is much lower than share price how they'll distribute it?

Sad. The company is like the pioneer on the KLSE. If they delist themselves, that's the end of the road for them.

http://www.thestar.com.my/business/busines...b-for-rm218mil/

Any winds/news where they move?really leave msia?

Anyone look at this counter recently? Dropped 70% in past 12 months, then rallied 10% yesterday.

Yes, I'm in.. 😆

up up up

Closed at 12. My average price is 11.05.

Nice..but sadly my Chinese stocks are getting bashed by Corona virus.

up down up down........ my price is 12++

ETFs or stocks?

ETF.. 0829EA on Bursa. Solid China index. It's still up 15% for 1 year despite trade war, virus etc n just shy of 2% from peak in early Jan. Power of central bank liquidity I guess.

Back to BAT, as I mentioned elsewhere, I've exited to make some quick bucks, but it's still on my watch list. See again this week. Final results should be out.

Off topic but this ETF has pretty high expense fees right? Low liquidity (sell at loss to get out) and high transaction cost (buy and sell) too.

Seriously off topic.. This is BAT discussion.

Let me try to dig up some Old etf thread n reply u there.

This post has been edited by Cubalagi: Feb 17 2020, 04:19 PM

Strong rebound by BAT. 14+ now.

Results came out, horrible 2019, as expected. But last Q was not too bad. The share price was so horribly bashed, that so so results are good enough

You expect sales of legit ciggies to rise?

With or without the current political turnoil, BAT stock has risen up significantly and people are going all "hype" out on the stock. However, I believe that would still be the current impact of illicit cigarettes on BAT market. My question is can it really go far as long as illicit cigarettes are not being tackled yet?

Based on actual facts that I know:

- 6 out of 10 cigarettes consumed in Malaysia is illicit as proven from the news as as well.

- The research house has a hold call on BAT, and slashed its price target on the share from RM19.20 to RM11.50 previously

- Illicit market doubled since the surge in excise duty in 2015 (33.5% in 2015 vs 63% in 2019)

A very summarized version on why my skepticism remains even though the growth is showing. Feel free to correct me as I would like to know more feedback from your side as well.