BAT, British American Tobacco
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 Aug 6 2009, 08:06 PM, updated 12y ago
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#1
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Senior Member
554 posts Joined: Oct 2008 
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11-Aug-2009 will be the ex-date for RM1.13 dividend for BAT....
These few days, BAT rally like a bull...... from its lowest point of 41.00 to 49.12 ....... what is going on?????  Tobacco industry was shrunk with the new pictorial that warned everyone that smoking is bad for health.... and this year Oct, there might be an increase in the taxes...etc..... Thus when would be the sell down for this counter....  |
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Aug 6 2009, 09:00 PM
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#2
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Senior Member
713 posts Joined: Mar 2005 
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when see BAT , 1st come to my mind is ' no $ to play this counter "
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Aug 6 2009, 09:21 PM
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#3
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(skylands @ Aug 6 2009, 09:00 PM) when see BAT , 1st come to my mind is ' no $ to play this counter " Ya...indeed very expensive..... previously before lot size change to 100 shares... the lot size is 1000 shares...and at 49.00 that will be RM49,000 is almost a Myvi car..... but nowadays, at least lot size 1 = 100 shares = RM4,900 similar to a new 110 cc motorbike..... But.... i see that this BAT.... never jalan.... now... it run like a bull.... probably it is a short marathon run...only... probably will back to square one... |
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Aug 6 2009, 10:08 PM
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#4
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Senior Member
3,879 posts Joined: Jul 2005
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not everyone can afford buying this counter unless you are damn rich.
RM4900 for 1 lot!! real insane even i dump everything i got to buy this share, i can buy not more than 100 lots. |
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Aug 6 2009, 11:42 PM
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#5
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Senior Member
8,510 posts Joined: Dec 2004 From: KayEL
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QUOTE(sjz @ Aug 6 2009, 10:08 PM) not everyone can afford buying this counter unless you are damn rich. haha, then I can buy about 20 lots.. still 1/5 of your lots.RM4900 for 1 lot!! real insane even i dump everything i got to buy this share, i can buy not more than 100 lots. |
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Aug 6 2009, 11:50 PM
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#6
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Staff
25,802 posts Joined: Jan 2003 From: Penang
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QUOTE(Kamen Rider @ Aug 6 2009, 09:21 PM) Ya...indeed very expensive..... previously before lot size change to 100 shares... Never Jalan is a wrong word to use on this stock, short term, may be.the lot size is 1000 shares...and at 49.00 that will be RM49,000 is almost a Myvi car..... but nowadays, at least lot size 1 = 100 shares = RM4,900 similar to a new 110 cc motorbike..... But.... i see that this BAT.... never jalan.... now... it run like a bull.... probably it is a short marathon run...only... probably will back to square one... I once bought this stock during 90's at Rm18.50. Now become Rm4x.xx, not yet count in around RM2-3 dividend each year. But I don't have it now. Sold it with good profit after keep for sometime around RM25 or so (I forgot liao), may be at that time "too green" too short sighted, never realise or experience enough to know the long term benefit. So if one kept this stock for years or decade, one is making good profit out of it, especially if accumulated 10+ year dividend alone, it should more than RM20 per share already, not yet on capital appreciation side. |
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Aug 6 2009, 11:54 PM
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#7
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Staff
25,802 posts Joined: Jan 2003 From: Penang
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QUOTE(sjz @ Aug 6 2009, 10:08 PM) not everyone can afford buying this counter unless you are damn rich. My relative bought this stock last year, she is not damm rich, just ordinary working class people, she just bought 1 lot cost near 4K, she bought around Rm39 (roughly like that). RM4900 for 1 lot!! real insane even i dump everything i got to buy this share, i can buy not more than 100 lots. Don't tell me RM4k is not affordable for stock market kaki out there. No offence. I don't see why cannot just buy 1 lot, you still invested 4K only, compared with buying 100 lots in 0.40 (which also 4K) some goreng stock never give dividend with poor fundamental which also 4K. |
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Aug 7 2009, 12:22 AM
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#8
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Senior Member
3,879 posts Joined: Jul 2005
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haha..
i think we used to buy penny stock, 1 time buy a few tenth or hundred thousands lots so feeling buying 1 lot seems to be a little weird.. but also can earn la.. your relative bought RM39, now around RM49, she already earn RM1000. just that the profit margin not large, if she use the RM3900 to buy penny stock that moves UP, maybe she will get more than RM2000 in return, but there's a risk when buying penny stock |
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Aug 7 2009, 12:58 AM
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#9
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Staff
25,802 posts Joined: Jan 2003 From: Penang
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QUOTE(sjz @ Aug 7 2009, 12:22 AM) haha.. Haha, she bought it last year or so. i think we used to buy penny stock, 1 time buy a few tenth or hundred thousands lots so feeling buying 1 lot seems to be a little weird.. but also can earn la.. your relative bought RM39, now around RM49, she already earn RM1000. just that the profit margin not large, if she use the RM3900 to buy penny stock that moves UP, maybe she will get more than RM2000 in return, but there's a risk when buying penny stock So if she used the 4K to buy those penny stock, high chance those 4K become 2K or less now. A lot of people always think penny stock worth to bet on because a rise a few ten cents could mean severl ten % or 100 % rise. But how many people actually succeeding doing it? No offence. Most either being burned or just earn a few then cabut already. Again no offence, just speaking out from experience and observation over the long term on most retail investor. Penny stock also can go down one, not necessary must be up. In fact the risk of penny stock bursting is high though. Don't mean penny stock is not worth, just things are not as simple as we taught. Risk is different in both case. She made Rm1,000 steadily without much worry or looking at stock market. Profit margin around teen number in % pa. over the long term period, is considered a very good performance in stock market. Cheers. |
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Aug 7 2009, 06:06 AM
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(cherroy @ Aug 6 2009, 11:50 PM) Never Jalan is a wrong word to use on this stock, short term, may be. wow.... you have gain RM6.50 with ~30% capital gain and not to mention about the dividend that you get......I once bought this stock during 90's at Rm18.50. Now become Rm4x.xx, not yet count in around RM2-3 dividend each year. But I don't have it now. Sold it with good profit after keep for sometime around RM25 or so (I forgot liao), may be at that time "too green" too short sighted, never realise or experience enough to know the long term benefit. So if one kept this stock for years or decade, one is making good profit out of it, especially if accumulated 10+ year dividend alone, it should more than RM20 per share already, not yet on capital appreciation side. i bought it on 2005 and sell it on 2008 and i kill my golden goose.......  Added on August 7, 2009, 6:08 am QUOTE(zamans98 @ Aug 6 2009, 11:42 PM) haha, then I can buy about 20 lots.. still 1/5 of your lots. wah.... 20lots = 20x100 = 2000 shares which is RM90,000 at RM4.50....Added on August 7, 2009, 6:18 am QUOTE(cherroy @ Aug 7 2009, 12:58 AM) Haha, she bought it last year or so. ya...penny stocks ...can eventually shrink easily 20%, 50% or even more...as this heavy weight or so called luxury stock will appreciate none stock.... still remember during 1997/98 crisis...i was thinking that BAT could gone down further, mana tau continuous to appreciate from 33.00 to 40.xx ........................................So if she used the 4K to buy those penny stock, high chance those 4K become 2K or less now. A lot of people always think penny stock worth to bet on because a rise a few ten cents could mean severl ten % or 100 % rise. But how many people actually succeeding doing it? No offence. Most either being burned or just earn a few then cabut already. Again no offence, just speaking out from experience and observation over the long term on most retail investor. Penny stock also can go down one, not necessary must be up. In fact the risk of penny stock bursting is high though. Don't mean penny stock is not worth, just things are not as simple as we taught. Risk is different in both case. She made Rm1,000 steadily without much worry or looking at stock market. Profit margin around teen number in % pa. over the long term period, is considered a very good performance in stock market. Cheers. and one thing for sure, since 2000 to 2008, the sin tax is increasing quite a porportional... and i used to see dunhill price at RM2.00 during my school days......and now....RM9.00.... and i would foreseen, the next hike could be as much as 0.50 and ...it might hit RM10.00............ and probably become a burden......if the price hit RM20.00..... about it dividend trends..... it pay 3.xx before... .and last year it is 2.65 and.... if i were to take 5 years dividend at average of 2.65... it would give you RM13.25 ....and minus...today price RM48.00, your purchase will be around RM34.75..................... but some time or always the time, when stock price appreciate, a lot of us, can not stand the temptation and always.....sell first...before regret later..... Added on August 7, 2009, 6:35 am QUOTE(sjz @ Aug 6 2009, 10:08 PM) not everyone can afford buying this counter unless you are damn rich. I don;t think so ..... you know berkshire hathaway share listed in US, 1 share already USD 106400 RM4900 for 1 lot!! real insane even i dump everything i got to buy this share, i can buy not more than 100 lots.  at today closing... furthermore you need to time 3.5 for conversion rate...to RM.so i think ppl just see the share price, and this not see the total circulation of the shares... and the market cap.... bat never give our bonus issues, right issues, share split and thus the shares keep on appreciate..... i was thinking why????? This post has been edited by Kamen Rider: Aug 7 2009, 06:35 AM |
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Aug 7 2009, 10:39 AM
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Staff
25,802 posts Joined: Jan 2003 From: Penang
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I agree on the part of arguement too expensive to own one for ordinary investors on Berkshire Hathaway because 1 share already cost USD 100K already.
 But still its got class B share as well which at much lower price but still is a couple of thousand as well. |
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Jul 24 2010, 12:58 AM
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Junior Member
56 posts Joined: Mar 2010
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Just to share out this stock got around 5% dividend, but bear in mind it revenue still decreasing now.
http://cwyeoh-stock.blogspot.com/ |
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Aug 8 2010, 10:15 PM
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(cwyeoh @ Jul 24 2010, 12:58 AM) Just to share out this stock got around 5% dividend, but bear in mind it revenue still decreasing now. http://cwyeoh-stock.blogspot.com/ A year a ago, 1.13 is given and now around a year later 10-Aug-2010, the ex-date of 113 cents...dividend... wonder who has hold it for a year.... |
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Aug 8 2010, 11:57 PM
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Junior Member
383 posts Joined: Aug 2010 From: Hamburg
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QUOTE(Kamen Rider @ Aug 8 2010, 10:15 PM) A year a ago, 1.13 is given and now around a year later 10-Aug-2010, the ex-date of 113 cents...dividend... wonder who has hold it for a year.... if revenue decreaseplease expect a big diarrhea after ex date. |
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Aug 9 2010, 06:38 AM
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Senior Member
2,850 posts Joined: Aug 2006 From: Stellar Nursery
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When it dips on the next econ panic, grab BAT like money drop from sky, then hold until die
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Aug 10 2010, 05:12 AM
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(amalthea @ Aug 8 2010, 11:57 PM) if revenue decrease yup...profit has been going south recent years despite the revenue up.............. please expect a big diarrhea after ex date. one thing that trigger us is will tobacco industry die off when the country start developed and people have higher education....... and will the tax increased and smuggling continue to erode the tobacco sales................. the downward has been starting years back??? Added on August 10, 2010, 5:13 am QUOTE(Polaris @ Aug 9 2010, 06:38 AM) When it dips on the next econ panic, grab BAT like money drop from sky, then hold until die when DIPS, any good fundamental blue chips will be a bargain buy....... Added on August 10, 2010, 5:14 am QUOTE(cherroy @ Aug 7 2009, 10:39 AM) I agree on the part of arguement too expensive to own one for ordinary investors on Berkshire Hathaway because 1 share already cost USD 100K already. now Class A share stood at 120K USD But still its got class B share as well which at much lower price but still is a couple of thousand as well. This post has been edited by Kamen Rider: Aug 10 2010, 05:14 AM |
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Aug 11 2010, 12:29 AM
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Junior Member
22 posts Joined: Jan 2003
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QUOTE(Polaris @ Aug 9 2010, 06:38 AM) When it dips on the next econ panic, grab BAT like money drop from sky, then hold until die Make sure you do! BAT won't die in M'sia. The holding company in M'sia is very widely operated regionally. Unless BAT decides to delist itself, holding BAT stocks will be a good investment even for your kids! |
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Aug 11 2010, 01:15 PM
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Junior Member
383 posts Joined: Aug 2010 From: Hamburg
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QUOTE(Kamen Rider @ Aug 10 2010, 05:12 AM) yup...profit has been going south recent years despite the revenue up.............. PURPLE do you think this is happening??? look at the smokers are they that lowly edcuated in terms of scholar education i.e. going to school/uni?one thing that trigger us is will tobacco industry die off when the country start developed and people have higher education....... and will the tax increased and smuggling continue to erode the tobacco sales................. the downward has been starting years back??? Added on August 10, 2010, 5:13 am when DIPS, any good fundamental blue chips will be a bargain buy....... Added on August 10, 2010, 5:14 am now Class A share stood at 120K USD green this is very valid This post has been edited by amalthea: Aug 11 2010, 01:16 PM |
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Aug 11 2010, 10:52 PM
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(amalthea @ Aug 11 2010, 01:15 PM) PURPLE do you think this is happening??? look at the smokers are they that lowly edcuated in terms of scholar education i.e. going to school/uni? looking at the bat historical announcement and reports, it seems like, no right offer, no bonus issues etc.... and so far also observed none of share buy back.... (probably i didn't find it)......... yet question back to recent hot news on privatization, ...will bat follow the same path.... green this is very valid ???? i am wondering this coming 2010 budget reading, will there any hike in tax against tobacco products.... normally no news is a good news..... |
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Aug 15 2010, 08:10 AM
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Senior Member
2,850 posts Joined: Aug 2006 From: Stellar Nursery
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QUOTE(Kamen Rider @ Aug 11 2010, 10:52 PM) looking at the bat historical announcement and reports, it seems like, no right offer, no bonus issues etc.... and so far also observed none of share buy back.... (probably i didn't find it)......... yet question back to recent hot news on privatization, ...will bat follow the same path.... I notice that foreign big brands like Nestle, BAT, KFC etc don't really bother much about their shares on the bursa, they just run the operations like a well oiled machine year after year, and that's about it.???? i am wondering this coming 2010 budget reading, will there any hike in tax against tobacco products.... normally no news is a good news..... |
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Feb 28 2011, 11:43 PM
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Junior Member
123 posts Joined: Jan 2011
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How many times does BAT gives away dividend in 1 year?
This post has been edited by wsrulez: Feb 28 2011, 11:44 PM |
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Mar 1 2011, 10:29 PM
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(wsrulez @ Feb 28 2011, 11:43 PM) How many times does BAT gives away dividend in 1 year? 1 year probably 3 timesyou can check in Bursa Malaysia web page, this coming 8 March 2011 will be given away 63 cents.... so for last year 2010 payout is 240 cents BAT has increased along 2010 for its share price...and cigarette price for premium one also now at 10 already ..... so based on past trends, coming July if not mistaken normally will be another payout.................................. check this out.... number may be not accurate so you double check again their financial reports..... Ave 10y Ave 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Turnover 3,246.8 3,162.0 1,964.0 1,947.0 2,036.0 2,772.0 3,010.0 3,073.0 3,199.0 3,236.7 3,564.2 3,612.5 3,830.0 4,135.0 3,923.0 3,965.0 Profit 655.3 653.0 483.0 629.0 380.0 506.0 607.7 662.9 758.2 782.1 592.8 719.7 731.9 811.7 746.0 731.0 EPS 229.5 228.7 169.0 220.0 133.0 177.2 212.8 232.2 265.5 273.9 207.6 252.0 256.3 284.3 261.5 256.1 Net DPS 231.6 224.2 154.0 155.0 100.8 170.0 245.4 216.0 310.0 248.4 250.1 254.0 256.5 265.0 236.0 240.0 A third (3rd) interim dividend of 63.00 sen per share, tax exempt under the single-tier tax system, amounting to RM179,883,900 in respect of the financial year ended 31 December 2010. Kindly be advised of the following : 1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ] as from : [ 8 March 201 ] 2) The last date of lodgement : [ 10 March 2011 ] 3) Date Payable : [ 23 March 2011 ] This post has been edited by Kamen Rider: Mar 1 2011, 10:30 PM |
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Mar 2 2011, 11:13 PM
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Junior Member
123 posts Joined: Jan 2011
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thanks for your detailed information.
please tell me if my calculation is correct assume I buy 1 lot @ 40 = RM4000 last year dividend 240 cents = 100 x 2.40 = RM 240 Hence the yield will be 240/4000 = 6% am I right? |
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Mar 3 2011, 05:33 AM
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(wsrulez @ Mar 2 2011, 11:13 PM) thanks for your detailed information. Absolutely .................... you are darn right ..............please tell me if my calculation is correct assume I buy 1 lot @ 40 = RM4000 last year dividend 240 cents = 100 x 2.40 = RM 240 Hence the yield will be 240/4000 = 6% am I right? |
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Mar 4 2011, 02:44 AM
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Junior Member
43 posts Joined: Feb 2011
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Better than FD xD
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Mar 4 2011, 07:29 PM
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Junior Member
123 posts Joined: Jan 2011
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 some1 knows the good price to buy BAT? drops today |
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Mar 10 2011, 07:36 PM
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35 posts Joined: Jan 2011
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QUOTE(wsrulez @ Mar 4 2011, 07:29 PM) some1 knows the good price to buy BAT? drops todayThis post has been edited by sharma07: Mar 10 2011, 07:37 PM |
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Mar 10 2011, 08:00 PM
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Junior Member
123 posts Joined: Jan 2011
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why it drops when ppal buying in ? not supposed to go up ?
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Mar 10 2011, 09:00 PM
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Junior Member
693 posts Joined: Dec 2009 From: Italy
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we call this magic show
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Mar 10 2011, 09:04 PM
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Junior Member
123 posts Joined: Jan 2011
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can explain?
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Mar 10 2011, 09:45 PM
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Senior Member
883 posts Joined: Sep 2009
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its still at a high point.. quite risky
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Mar 10 2011, 10:00 PM
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Junior Member
186 posts Joined: Feb 2011 From: Sabah
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i bought some today~ ^^
hope it'll hit $50 one day... xP divi divi divi~~ |
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May 18 2011, 12:36 PM
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Senior Member
883 posts Joined: Sep 2009
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BAT is dropping today..
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May 18 2011, 02:12 PM
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Senior Member
4,458 posts Joined: Nov 2008 From: Kuala Lumpur 
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QUOTE(wsrulez @ Mar 2 2011, 11:13 PM) thanks for your detailed information. Can someone explain why "100 x 2.40 = RM240"?please tell me if my calculation is correct assume I buy 1 lot @ 40 = RM4000 last year dividend 240 cents = 100 x 2.40 = RM 240 Hence the yield will be 240/4000 = 6% am I right? 100 = ? |
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May 18 2011, 02:15 PM
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Senior Member
883 posts Joined: Sep 2009
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QUOTE(debbieyss @ May 18 2011, 02:12 PM) Can someone explain why "100 x 2.40 = RM240"? 100 units.. erm100 = ? seems correct the calculation |
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May 18 2011, 02:23 PM
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VIP
37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(wsrulez @ Mar 2 2011, 11:13 PM) thanks for your detailed information. please tell me if my calculation is correct assume I buy 1 lot @ 40 = RM4000 last year dividend 240 cents = 100 x 2.40 = RM 240 Hence the yield will be 240/4000 = 6% am I right? QUOTE(debbieyss @ May 18 2011, 02:12 PM) Can someone explain why "100 x 2.40 = RM240"? 100 = 100 shares.100 = ? As per wrote by wsrulez. |
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May 18 2011, 02:27 PM
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Senior Member
857 posts Joined: Sep 2007
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QUOTE(debbieyss @ May 18 2011, 02:12 PM) Can someone explain why "100 x 2.40 = RM240"? 100 units of shares = 1 lot = the minimum number of shares you can buy at one time. Last time it was 1000 units = 1 lot100 = ? |
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May 18 2011, 02:36 PM
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Senior Member
4,458 posts Joined: Nov 2008 From: Kuala Lumpur
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Thanks a lot everyone!
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May 18 2011, 02:40 PM
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Junior Member
274 posts Joined: Jul 2008
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QUOTE(wsrulez @ Mar 2 2011, 11:13 PM) thanks for your detailed information. this one can play play a bitplease tell me if my calculation is correct assume I buy 1 lot @ 40 = RM4000 last year dividend 240 cents = 100 x 2.40 = RM 240 Hence the yield will be 240/4000 = 6% am I right? e.g. buy $45 & sell @rm48, also give 6.6%   else can also keep for long-term This post has been edited by Muliku: May 18 2011, 02:40 PM |
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May 18 2011, 03:30 PM
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Senior Member
883 posts Joined: Sep 2009
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QUOTE(Muliku @ May 18 2011, 02:40 PM) this one can play play a bit south bound.. looking at record high/low, quite interesting todaye.g. buy $45 & sell @rm48, also give 6.6% else can also keep for long-term |
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May 18 2011, 05:13 PM
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Junior Member
274 posts Joined: Jul 2008
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QUOTE(rainie1284 @ May 18 2011, 03:30 PM) south bound.. looking at record high/low, quite interesting today oh wow really taking the southern express & close 46.50 !let's wait & see, hope cab tumpang at cheaper fare sorry no punt intended to current ticket holders  |
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May 18 2011, 05:18 PM
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Senior Member
883 posts Joined: Sep 2009
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not too sure if the drop relates to the latest aussie disagreement.. shud be nice catch if the divvy remains unchanged
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May 27 2011, 04:17 PM
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VIP
37,028 posts Joined: Jan 2003 From: Petaling Jaya
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I read every post in here, I like cherroy's post mentioning his cousin who bought BAT for 100 shares @ RM39.00
Very inspiring. I like it. Just gotten my salary increment & promotion. So I'd like to reward myself with something which I have always wanted for. Today I bought my first ever BAT shares. 100 shares @ RM46.04 Hoping I have more cash to buy second & third round in the coming days. Happy Investing! |
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Jul 7 2013, 01:15 AM
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Senior Member
789 posts Joined: Feb 2011
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BAT drop until no tomorrow, anyone want to caught this big falling knife?
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Jul 7 2013, 01:45 AM
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Senior Member
654 posts Joined: Jun 2013
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QUOTE(500Kmission @ Jul 7 2013, 01:15 AM) BAT drop until no tomorrow, anyone want to caught this big falling knife? Maybe fasting month, less demand then less order then less revenue. |
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Jul 25 2013, 05:43 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City 
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A second interim dividend of 68.00 sen per share, tax exempt under the single-tier tax system amounting to RM194,160,400 in respect of the financial year ending 31 December 2013
EX-date 14/08/2013 Entitlement date 16/08/2013 Payment date 29/08/2013 |
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Jul 27 2013, 12:44 PM
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Junior Member
464 posts Joined: Jun 2011
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BAT – Q2 2013 Financial Report (http://www.bursamalaysia.com/market/listed...cements/1360233) on 25 Jul 2013
Analysis Report – http://lcchong.files.wordpress.com/2013/07/bat-q2-2013.pdf or more (http://lcchong.wordpress.com/knowledge-sharing/) This post has been edited by lcchong76: Jul 27 2013, 12:46 PM |
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Jul 27 2013, 02:14 PM
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All Stars
23,851 posts Joined: Dec 2006
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QUOTE(lcchong76 @ Jul 27 2013, 12:44 PM) BAT – Q2 2013 Financial Report (http://www.bursamalaysia.com/market/listed...cements/1360233) on 25 Jul 2013 very good analysis indeed. Analysis Report – http://lcchong.files.wordpress.com/2013/07/bat-q2-2013.pdf or more (http://lcchong.wordpress.com/knowledge-sharing/) |
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Jul 27 2013, 02:55 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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QUOTE(lcchong76 @ Jul 27 2013, 12:44 PM) BAT – Q2 2013 Financial Report (http://www.bursamalaysia.com/market/listed...cements/1360233) on 25 Jul 2013 good Analysis Report – http://lcchong.files.wordpress.com/2013/07/bat-q2-2013.pdf or more (http://lcchong.wordpress.com/knowledge-sharing/) |
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Aug 6 2013, 01:38 PM
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Senior Member
554 posts Joined: Oct 2008
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BAT stay very strong above RM60, as compare to JTINTER.,....
wonder BAT or JTINTER which one has higher dividend yield..... next dividend announcement ? |
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Aug 6 2013, 02:20 PM
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Junior Member
464 posts Joined: Jun 2011
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QUOTE(Kamen Rider @ Aug 6 2013, 01:38 PM) BAT stay very strong above RM60, as compare to JTINTER.,.... wonder BAT or JTINTER which one has higher dividend yield..... next dividend announcement ?  |
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Aug 6 2013, 02:30 PM
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(lcchong76 @ Aug 6 2013, 02:20 PM) |
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Aug 6 2013, 02:47 PM
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Senior Member
16,872 posts Joined: Jun 2011
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BAT always pay out very high %, predictable
JTINTER always pay little little, then one shot special dividend, so not predictable Different style This post has been edited by Pink Spider: Aug 6 2013, 02:55 PM |
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Aug 6 2013, 03:02 PM
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VIP
37,028 posts Joined: Jan 2003 From: Petaling Jaya
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QUOTE(Kamen Rider @ Aug 6 2013, 01:38 PM) BAT stay very strong above RM60, as compare to JTINTER.,.... You started this thread in 2009wonder BAT or JTINTER which one has higher dividend yield..... next dividend announcement ? Did you buy it that time & keep till today? |
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Aug 6 2013, 03:54 PM
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(panasonic88 @ Aug 6 2013, 03:02 PM) You started this thread in 2009 [QUOTE]Did you buy it that time & keep till today? i killed my golden goose as ...think it will never > RM60...mana tau overshoot....as RM60...the yield look miserable.... |
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Aug 23 2013, 10:11 AM
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Senior Member
554 posts Joined: Oct 2008
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bat still strong ...stand at 60
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Aug 23 2013, 05:46 PM
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Senior Member
554 posts Joined: Oct 2008
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JTINTER 11 cents of dividend.....
EX-date 26/09/2013 Entitlement date 30/09/2013 |
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Aug 23 2013, 05:54 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Kamen Rider @ Aug 23 2013, 05:46 PM) JTINTER 11 cents of dividend..... Expected.EX-date 26/09/2013 Entitlement date 30/09/2013 Just for some special divvy further down the road (unlikely this year, cos 2012 got one), else annual yield barely 4%  This post has been edited by Pink Spider: Aug 23 2013, 05:54 PM |
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Aug 23 2013, 05:59 PM
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(Pink Spider @ Aug 23 2013, 05:54 PM) Expected. once company established...and mature...... not much exciting news...and only plain and boring dividend..... Just for some special divvy further down the road (unlikely this year, cos 2012 got one), else annual yield barely 4% however, tobacco industries always get hit by sin tax ..... i still wonder why BAT so strong in standing at 60 over...just today itself....up few percentage |
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Sep 23 2013, 05:08 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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Today (23/9/13) closed at RM63, down rm1.10
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Sep 28 2013, 03:12 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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Sep 28 2013, 03:16 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(davinz18 @ Sep 28 2013, 03:12 PM)    |
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Sep 28 2013, 03:22 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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QUOTE(Pink Spider @ Sep 28 2013, 03:16 PM)  |
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Sep 28 2013, 03:28 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(davinz18 @ Sep 28 2013, 03:22 PM) Suddenly increased, even before budget announcement Most likely like last time, is the company's initiative, JTI and Philip Morris may not follow suit immediately.Tonite go stock up Mild Sevens |
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Sep 28 2013, 03:52 PM
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Senior Member
3,459 posts Joined: Jan 2009
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QUOTE(Pink Spider @ Sep 28 2013, 03:28 PM) Most likely like last time, is the company's initiative, JTI and Philip Morris may not follow suit immediately. Better not. Smoke 1 cigarette = lifespan shorten by 7 minutes.Tonite go stock up Mild Sevens |
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Sep 28 2013, 04:00 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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QUOTE(topearn @ Sep 28 2013, 03:52 PM) Better not. Smoke 1 cigarette = lifespan shorten by 7 minutes. really? |
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Sep 28 2013, 05:17 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(topearn @ Sep 28 2013, 03:52 PM) Better not. Smoke 1 cigarette = lifespan shorten by 7 minutes. Life need not too long. U wanna live until 88 years old but watch p0rn also cannot get head up, what for?  |
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Sep 28 2013, 06:28 PM
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Senior Member
6,356 posts Joined: Aug 2008
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QUOTE(Pink Spider @ Sep 28 2013, 05:17 PM) Life need not too long. U wanna live until 88 years old but watch p0rn also cannot get head up, what for? hahah.. when come to 88year..may not want to watch pron..the time to see your grand children settle down or waiting great grand children.Maybe you smoke too much recently...cause to tink to die early. |
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Sep 28 2013, 08:08 PM
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Senior Member
3,459 posts Joined: Jan 2009
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QUOTE(Pink Spider @ Sep 28 2013, 05:17 PM) Life need not too long. U wanna live until 88 years old but watch p0rn also cannot get head up, what for? U'll have different priority when U reach middle age and will not think Sex is the only thing worth living. I highly doubt U're still crazy about sex when U're 88. |
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Sep 28 2013, 08:09 PM
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Senior Member
3,459 posts Joined: Jan 2009
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QUOTE(davinz18 @ Sep 28 2013, 04:00 PM) really? Sorry, it's actually 11 minutes. |
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Sep 28 2013, 08:26 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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QUOTE(topearn @ Sep 28 2013, 08:09 PM) Sorry, it's actually 11 minutes. oic. lucky I don't smoke, only casual drinking |
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Sep 28 2013, 08:28 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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QUOTE(Pink Spider @ Sep 28 2013, 05:17 PM) Life need not too long. U wanna live until 88 years old but watch p0rn also cannot get head up, what for? Got some people at that age still kickin some xxx yo |
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Sep 28 2013, 10:06 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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Average TP of rm59.55
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Sep 29 2013, 12:11 AM
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Senior Member
10,001 posts Joined: May 2013
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QUOTE(topearn @ Sep 28 2013, 08:08 PM) U'll have different priority when U reach middle age and will not think Sex is the only thing worth living. I highly doubt U're still crazy about sex when U're 88. How about Playboy founder? |
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Sep 30 2013, 12:47 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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BAT slips after excise duties raised by 14%
a news report stated the tobacco excise was raised by 14%. In response to this, BAT raised the prices of all its cigarette brands effective from Monday. |
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Sep 30 2013, 04:27 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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Shocking cigarette excise increase to only profit criminals, says BAT
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Sep 30 2013, 05:23 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(davinz18 @ Sep 30 2013, 04:27 PM) Shocking cigarette excise increase to only profit criminals, says BAT Agree 101%Why wouldn't the gomen increase enforcement? Illicit ciggies can be bought so openly at mamaks and indon grocery shops |
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Sep 30 2013, 05:52 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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QUOTE(Pink Spider @ Sep 30 2013, 05:23 PM) Agree 101% Maybe got some "VIP" connected Why wouldn't the gomen increase enforcement? Illicit ciggies can be bought so openly at mamaks and indon grocery shops |
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Sep 30 2013, 05:52 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(davinz18 @ Sep 30 2013, 05:52 PM) Maybe got some "VIP" connected plus, mamaks and indons are "brothers"  |
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Oct 17 2013, 06:00 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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A third interim dividend of 68.00 sen per share, tax exempt under the single-tier tax system for the financial year ending 31 December 2013
EX-date 30/10/2013 Entitlement date 01/11/2013 Payment date 28/11/2013 |
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Oct 17 2013, 09:29 PM
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Senior Member
10,001 posts Joined: May 2013
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Quarterly rpt on consolidated results for the financial period ended 30/9/2013
http://www.bursamalaysia.com/market/listed...cements/1436333 |
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Oct 17 2013, 11:20 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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BAT’s Q3 earnings rose 18.13% to RM219.3mil
British American Tobacco Bhd reported improved Q3 earnings of 18.13% for the financial period ending Sept 30, 2013, to RM219.327mil from RM185.673mil last year. Revenue for the quarter came in at RM1.171bil compared to RM1.160bil previously, rising just 0.97%. Earnings per share improved to 76.8 sen from 65 sen, and the company has declared a dividend of 68 sen per share, tax exempt under the single-tier tax system, amounting to RM194,160,400 payable on Nov 28. Year-to-date earnings improved 5.54% to RM634.354mil from RM601mil. This was achieved on the back of revenue of RM3.423bil against RM3.27bil in the same period last year. |
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Oct 19 2013, 05:16 PM
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Junior Member
464 posts Joined: Jun 2011
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BAT – Q3 2013 Financial Report (http://www.bursamalaysia.com/market/listed-companies/company-announcements/1436333) on 17 Oct 2013
Analysis Report – http://lcchong.wordpress.com/2013/10/19/ba...is-19-oct-2013/ or http://lcchong.wordpress.com/knowledge-sharing/ This post has been edited by lcchong76: Oct 19 2013, 05:19 PM |
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Feb 19 2014, 06:14 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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British American Tobacco declares 78 sen dividend; 4Q profit lower at RM189.9m
British American Tobacco (Malaysia) Bhd’s net profit ended Dec 31, 2013 fell 3.9% to RM189.93mil from RM197.78mil a year ago. In a Bursa Malaysia filing on Wednesday, the group said its revenue fell 0.04% to RM1.0934bil from RM1.0939bil a year ago while earnings per share for the quarter stood lower at 66.2 sen from 68.9 sen a year ago. The group has declared a 78 sen dividend for the quarter. For its full year, the group’s earnings rose 3.42% to RM825.77 mil from RM798.39mil a year ago. Revenue was up 3.5% to RM4.517bil from RM4.364bil a year ago while earnings per share stood at 288.4 sen from 279.4 sen a year ago. The group said its growth in profit was due to export volume increase and operating cost savings, whilst the domestic market income has been impacted by on-year volume decline. “Following the steep increase in excise in September 2013, the 2014 outlook for domestic volume is a higher rate of decline than experienced in recent years,” it said. The group said it remains cautious for the year ahead. |
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Apr 3 2014, 10:17 AM
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Senior Member
554 posts Joined: Oct 2008
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Interesting.... JT Inter shoot up unexpectedly....
WHo is on the boat now... to sell or to hold |
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Apr 3 2014, 10:25 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Kamen Rider @ Apr 3 2014, 10:17 AM) Interesting.... JT Inter shoot up unexpectedly.... didn't u read? JTI mother company privatising JTI at 7.80WHo is on the boat now... to sell or to hold |
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Apr 3 2014, 11:39 AM
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(Pink Spider @ Apr 3 2014, 10:25 AM) didn't u read? JTI mother company privatising JTI at 7.80 Yes I know the news...only thing is should we sell now or hold .... |
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Apr 3 2014, 01:31 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Kamen Rider @ Apr 3 2014, 11:39 AM) Yes I know the news...only thing is should we sell now or hold .... if u got other stocks to buy now, sell now and move the $$$ elsewhere lor |
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Apr 3 2014, 09:59 PM
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Senior Member
2,714 posts Joined: May 2008
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QUOTE(Kamen Rider @ Apr 3 2014, 11:39 AM) Yes I know the news...only thing is should we sell now or hold .... This solely depends on your entry price and your risk appetite  |
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Apr 14 2014, 01:45 PM
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Senior Member
16,872 posts Joined: Jun 2011
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Apr 24 2014, 05:57 PM
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Senior Member
10,001 posts Joined: May 2013
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EX-date 09/05/2014
Entitlement date 14/05/2014 Entitlement subject First Interim Dividend Entitlement description First interim dividend of 75.00 sen per share, tax exempt under the single-tier tax system amounting to RM214,147,500 in respect of the financial year ending 31 December 2014 Payment date 28/05/2014 |
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Jul 22 2014, 06:19 PM
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Senior Member
7,142 posts Joined: Oct 2008 From: Sin City
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BAT 2Q net profit climbs 18% y-o-y to RM248m, pays 78 sen dividend
EX-date 07/08/2014 Entitlement date 11/08/2014 Payment date 29/08/2014 |
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Aug 1 2014, 02:47 PM
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Senior Member
647 posts Joined: Jul 2014
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QUOTE(davinz18 @ Jul 22 2014, 07:19 PM) BAT 2Q net profit climbs 18% y-o-y to RM248m, pays 78 sen dividend is that because of this, the price rise over to RM70++, or because of JCY gone~?EX-date 07/08/2014 Entitlement date 11/08/2014 Payment date 29/08/2014 |
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Sep 22 2014, 05:07 PM
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All Stars
48,583 posts Joined: Sep 2014 From: REality
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BAT Malaysia reverts to pre-Sept 8 prices for all cigarettes
Its Managing Director Stefano Clini said the move was for the tobacco player to remain “competitive”. "Our last price increase (by RM1 per pack of 20s) was to alleviate mounting inflationary cost pressure amplified by progressive loss of legal domestic volumes over the years to illegal trade, decline in contract manufacturing volume, and an overall very competitive trade and distribution channels,” he said in a statement today. “However, in order to remain competitive, we have decided to revert to our prices before Sept 8,” he added. |
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Sep 22 2014, 05:41 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(nexona88 @ Sep 22 2014, 05:07 PM) BAT Malaysia reverts to pre-Sept 8 prices for all cigarettes they play this game so well, so will JTI revert the price? luckily philip morris didnt follow. lol.. Its Managing Director Stefano Clini said the move was for the tobacco player to remain “competitive”. "Our last price increase (by RM1 per pack of 20s) was to alleviate mounting inflationary cost pressure amplified by progressive loss of legal domestic volumes over the years to illegal trade, decline in contract manufacturing volume, and an overall very competitive trade and distribution channels,” he said in a statement today. “However, in order to remain competitive, we have decided to revert to our prices before Sept 8,” he added. |
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Sep 22 2014, 05:50 PM
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All Stars
48,583 posts Joined: Sep 2014 From: REality
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QUOTE(tehoice @ Sep 22 2014, 05:41 PM) they play this game so well, so will JTI revert the price? luckily philip morris didnt follow. lol.. I'm sure JTI would follow the market leader |
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Sep 29 2014, 10:24 PM
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Senior Member
554 posts Joined: Oct 2008
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QUOTE(nexona88 @ Sep 22 2014, 05:50 PM) I'm sure JTI would follow the market leader Syiok syiok naik harga, lepas tu turun balik, any reason for this? as i still very blur on price hike and price going down...but one thing BAT PE ratio is it high ? |
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Oct 16 2014, 06:35 PM
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All Stars
48,583 posts Joined: Sep 2014 From: REality
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Third interim dividend of 78.00 sen per share, tax exempt under the single-tier tax system amounting to RM222,713,400 in respect of the financial year ending 31 December 2014
EX-date 30/10/2014 Entitlement date 03/11/2014 Entitlement time 05:00:00 PM Payment date 27/11/2014 |
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Oct 17 2014, 10:18 AM
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Senior Member
647 posts Joined: Jul 2014
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QUOTE(nexona88 @ Oct 16 2014, 07:35 PM) Third interim dividend of 78.00 sen per share, tax exempt under the single-tier tax system amounting to RM222,713,400 in respect of the financial year ending 31 December 2014 dividend again EX-date 30/10/2014 Entitlement date 03/11/2014 Entitlement time 05:00:00 PM Payment date 27/11/2014  seems like there is no chance for their price drop huh.... reach again RM7x.xx ?? |
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Oct 17 2014, 11:43 AM
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All Stars
48,583 posts Joined: Sep 2014 From: REality
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QUOTE(Bigproblem @ Oct 17 2014, 10:18 AM) dividend again what u mean, it's already drop... seems like there is no chance for their price drop huh.... reach again RM7x.xx ?? now below rm70 |
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Oct 17 2014, 11:57 AM
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Senior Member
647 posts Joined: Jul 2014
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QUOTE(nexona88 @ Oct 17 2014, 12:43 PM) what u mean, it's already drop... cause of dividend, ti may push back the price....now below rm70 |
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Feb 16 2015, 10:00 PM
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All Stars
48,583 posts Joined: Sep 2014 From: REality
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Fourth interim dividend of 78.00 sen per share, tax exempt under the single-tier tax system
EX-date 02/03/2015 Entitlement date 04/03/2015 Entitlement time 05:00:00 PM Payment date 26/03/2015 |
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Apr 17 2015, 09:52 PM
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All Stars
48,583 posts Joined: Sep 2014 From: REality
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BAT reverts cigarette prices to pre-GST
BAT Malaysia had earlier increased prices of all its cigarette brands by 50 sen in line with the implementation of the goods and services tax (GST). Following the price revision, the price of a pack of 20s for Dunhill, Kent and Benson & Hedges will retail at RM 13.50 (from RM14). The price of Peter Stuyvesant and Pall Mall brands is RM12 a pack (from RM12.50), while Lucky Strike Plain's range will sell at RM14 (from RM14.50). |
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Apr 18 2015, 09:02 AM
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Senior Member
16,872 posts Joined: Jun 2011
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Bagus
Price competition is always good for us consumers This post has been edited by Pink Spider: Apr 18 2015, 09:03 AM |
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Apr 18 2015, 12:48 PM
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Senior Member
8,259 posts Joined: Sep 2009
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QUOTE(nexona88 @ Apr 17 2015, 10:52 PM) BAT reverts cigarette prices to pre-GST wah.. you took note on this pricing as well? Smoker? BAT Malaysia had earlier increased prices of all its cigarette brands by 50 sen in line with the implementation of the goods and services tax (GST). Following the price revision, the price of a pack of 20s for Dunhill, Kent and Benson & Hedges will retail at RM 13.50 (from RM14). The price of Peter Stuyvesant and Pall Mall brands is RM12 a pack (from RM12.50), while Lucky Strike Plain's range will sell at RM14 (from RM14.50). |
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Apr 18 2015, 12:49 PM
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Senior Member
8,259 posts Joined: Sep 2009
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QUOTE(Pink Spider @ Apr 18 2015, 10:02 AM) Bagus Price competition is always good for us consumers Guess they will increase when next year budget end of this year! |
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Apr 18 2015, 12:52 PM
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All Stars
48,583 posts Joined: Sep 2014 From: REality
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QUOTE(Kaka23 @ Apr 18 2015, 12:48 PM) wah.. you took note on this pricing as well? Smoker? not smoker.. juz copy from news report only  |
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Apr 18 2015, 12:53 PM
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Senior Member
8,259 posts Joined: Sep 2009
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QUOTE(nexona88 @ Apr 18 2015, 01:52 PM) not smoker.. juz copy from news report only |
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Apr 21 2015, 11:32 PM
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Senior Member
8,510 posts Joined: Dec 2004 From: KayEL
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will enter if hit below 65
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Jun 1 2015, 12:29 PM
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Senior Member
647 posts Joined: Jul 2014
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price drop till RM60....
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Jul 30 2015, 08:08 PM
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All Stars
48,583 posts Joined: Sep 2014 From: REality
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The minimum retail price of cigarettes will be increased from RM7 to RM9 from Aug 1. The price will be increased to RM10 after a year.
http://www.thestar.com.my/News/Nation/2015...rm9-from-aug-1/ |
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Jul 31 2015, 10:03 AM
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Senior Member
647 posts Joined: Jul 2014
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QUOTE(nexona88 @ Jul 30 2015, 09:08 PM) The minimum retail price of cigarettes will be increased from RM7 to RM9 from Aug 1. The price will be increased to RM10 after a year. and the share price will follow... http://www.thestar.com.my/News/Nation/2015...rm9-from-aug-1/ |
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Aug 19 2015, 04:00 PM
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Junior Member
10 posts Joined: Jul 2009
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hi All Sifus,
Any comment on this stock performance as I see it dropped below RM60. Thinking of buying in. Any advice? noob here |
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Aug 19 2015, 07:38 PM
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Senior Member
28,187 posts Joined: Mar 2007 From: Underworld 
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More people turning to vaping..
Unless BAT start to sell e cigga and its catridges... if not.. gonna have a good time sliding down.. maybe to rm 40 n below |
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Aug 20 2015, 01:50 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Bonescythe @ Aug 19 2015, 07:38 PM) More people turning to vaping.. Kerajaan say vape itu haram and illegal Unless BAT start to sell e cigga and its catridges... if not.. gonna have a good time sliding down.. maybe to rm 40 n below  |
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Aug 20 2015, 02:03 PM
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Senior Member
6,356 posts Joined: Aug 2008
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QUOTE(Pink Spider @ Aug 20 2015, 01:50 PM) Kerajaan say vape itu haram and illegal Sri Petaling juz open a spealize vapor. At the new shop 2nd floor.This post has been edited by felixmask: Aug 20 2015, 02:04 PM |
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Aug 20 2015, 02:22 PM
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Senior Member
1,232 posts Joined: Apr 2015 From: Penang
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QUOTE(Pink Spider @ Aug 20 2015, 01:50 PM) Kerajaan say vape itu haram and illegal Still people, especially youngsters all change to e cig. Now more than half of my friends also change to vaping d.Well one day it's gonna get regulated or worse, banned, and it won't take long. Cig price increasing lagi |
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Aug 20 2015, 03:01 PM
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Senior Member
2,906 posts Joined: May 2015
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Even if it drops to 55, it is damn expensive to buy lol. Me small player.
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Aug 20 2015, 06:04 PM
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Junior Member
10 posts Joined: Jul 2009
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QUOTE(Bonescythe @ Aug 19 2015, 07:38 PM) More people turning to vaping.. Unless BAT start to sell e cigga and its catridges... if not.. gonna have a good time sliding down.. maybe to rm 40 n below QUOTE(CyanT @ Aug 20 2015, 02:22 PM) Still people, especially youngsters all change to e cig. Now more than half of my friends also change to vaping d. its a true factor on vape, and might be a big concern for BAT.Well one day it's gonna get regulated or worse, banned, and it won't take long. Cig price increasing lagi we dont have actual data/statistic on the vape user and trend now. |
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Aug 20 2015, 06:07 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tyhell @ Aug 20 2015, 06:04 PM) its a true factor on vape, and might be a big concern for BAT. don't need statswe dont have actual data/statistic on the vape user and trend now. just observe at mamaks... kaki lima when office workers go for smoking breaks... pubs... |
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Aug 20 2015, 06:07 PM
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Senior Member
28,187 posts Joined: Mar 2007 From: Underworld
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No need actual data.
U just see mamak stall, murni at ss2.. car driver.. When they puff out a cloud of white vapor.. and there is just so many of them. Half of my fren i know is vaping.. cigga only now amongst those foreigner labor.. |
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Aug 20 2015, 06:13 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Bonescythe @ Aug 20 2015, 06:07 PM) No need actual data. LOLU just see mamak stall, murni at ss2.. car driver.. When they puff out a cloud of white vapor.. and there is just so many of them. Half of my fren i know is vaping.. cigga only now amongst those foreigner labor.. u and I post similar stuff at the same time But...I'm still smoking ciggies...I ain't Bangla  |
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Aug 20 2015, 07:06 PM
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Junior Member
10 posts Joined: Jul 2009
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QUOTE(Bonescythe @ Aug 20 2015, 06:07 PM) No need actual data. U just see mamak stall, murni at ss2.. car driver.. When they puff out a cloud of white vapor.. and there is just so many of them. Half of my fren i know is vaping.. cigga only now amongst those foreigner labor.. QUOTE(Pink Spider @ Aug 20 2015, 06:13 PM) LOL u and I post similar stuff at the same time But...I'm still smoking ciggies...I ain't Bangla |
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Aug 20 2015, 08:20 PM
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Senior Member
28,187 posts Joined: Mar 2007 From: Underworld
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QUOTE(Pink Spider @ Aug 20 2015, 06:13 PM) LOL Now many youngster wanna smoke but want to be healthy. So they go vaping instead.u and I post similar stuff at the same time But...I'm still smoking ciggies...I ain't Bangla Maybe old kaki like you dun care much ad.. haha |
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Sep 23 2015, 09:07 AM
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Senior Member
1,232 posts Joined: Apr 2015 From: Penang
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BAT to buy Polish e-cigarette firm, inks deal with Reynolds American
Source: http://mobile.reuters.com/article/idUSKCN0RM0XW20150922 So there is hope for them… |
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Nov 3 2015, 09:58 PM
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All Stars
48,583 posts Joined: Sep 2014 From: REality
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BAT raises cigarette prices
 |
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Nov 4 2015, 09:28 AM
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Senior Member
5,529 posts Joined: Oct 2007
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enjoice or rejoice? for shareholders and smokers?
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Nov 16 2015, 11:10 AM
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Senior Member
1,770 posts Joined: Dec 2010 From: ~Where White Knights in Shining Armour Unite~
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Better run when you can
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Nov 16 2015, 01:04 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(GloryKnight @ Nov 16 2015, 11:10 AM) Better run when you can 5.3% dividend yield wor OT - I've been seeing unkers at kopitiam asking about sub-premium brands...Dunhill smokers are downgrading to Winstons, Pall Malls, L&Ms. |
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Nov 16 2015, 04:30 PM
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Senior Member
1,770 posts Joined: Dec 2010 From: ~Where White Knights in Shining Armour Unite~
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QUOTE(Pink Spider @ Nov 16 2015, 01:04 PM) 5.3% dividend yield wor Winstons, PM, PS, L&M main categories for sub-premium. But you can rejoice for this year or next, best is still vroom away when price still high OT - I've been seeing unkers at kopitiam asking about sub-premium brands...Dunhill smokers are downgrading to Winstons, Pall Malls, L&Ms. |
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Nov 16 2015, 04:39 PM
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All Stars
48,583 posts Joined: Sep 2014 From: REality
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less people smoke BAT ciggy, move to vape?
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Nov 17 2015, 01:56 PM
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Senior Member
8,510 posts Joined: Dec 2004 From: KayEL
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Buy small lots if hit under 55.
Hold for div je |
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May 3 2016, 11:18 AM
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Senior Member
2,677 posts Joined: Dec 2010
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QUOTE(Pink Spider @ Nov 16 2015, 01:04 PM) 5.3% dividend yield wor BAT on fire sales. Divvy yiedl getting better! OT - I've been seeing unkers at kopitiam asking about sub-premium brands...Dunhill smokers are downgrading to Winstons, Pall Malls, L&Ms. |
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May 3 2016, 11:22 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(CP88 @ May 3 2016, 11:18 AM) BAT on fire sales. Divvy yiedl getting better! Biz fundamentals have changed, no comments until I see a full year impact on results. |
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May 3 2016, 11:40 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(CP88 @ May 3 2016, 11:18 AM) BAT on fire sales. Divvy yiedl getting better! Don't enter now. Suggest to wait and see.From Maybank QUOTE TAKE PROFIT (TECHNICAL) on rallies for BAT with very weak supports of MYR40.40 and MYR45.20, as well as clear downward target areas of MYR43.59, MYR35.60 and MYR29.75. |
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May 3 2016, 11:44 AM
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Junior Member
356 posts Joined: Sep 2009
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Still has fundamentals.
Sales, fin, mktg, HR (MY and APAC) still around. Dunhill one of best selling cig brand around. They are moving up the value chain with retention of knowledge workers. Divvy nothing to shout about but about on 52week low so can consider a good share to buy and hold. |
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May 3 2016, 11:48 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(SevenTwentyOne @ May 3 2016, 11:44 AM) Still has fundamentals. Previously production in Malaysia.Sales, fin, mktg, HR (MY and APAC) still around. Dunhill one of best selling cig brand around. They are moving up the value chain with retention of knowledge workers. Divvy nothing to shout about but about on 52week low so can consider a good share to buy and hold. Now, purely marketing (import from overseas). The mode of operation has changed. |
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May 3 2016, 11:50 AM
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Senior Member
647 posts Joined: Jul 2014
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new lowest since september 2011
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May 3 2016, 12:04 PM
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Junior Member
356 posts Joined: Sep 2009
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QUOTE(Pink Spider @ May 3 2016, 11:48 AM) Previously production in Malaysia. Yup. That's why the market reacted negatively.Now, purely marketing (import from overseas). The mode of operation has changed. Coupled with volatility in FBM KLCI (again BAT is a constituent counter in the said index) Political instability (Sarawak elections) Forex volatility (HKD, JPY, USD) It is like some match made in heaven today. |
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May 3 2016, 01:55 PM
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Senior Member
2,677 posts Joined: Dec 2010
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QUOTE(TC-Titan @ May 3 2016, 11:40 AM) Don't enter now. Suggest to wait and see. I'd wonder how's the prospect since the plant is shutting down. How about the land & machinery? Sold off and distribute to shareholders?From Maybank |
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May 3 2016, 02:31 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(CP88 @ May 3 2016, 01:55 PM) I'd wonder how's the prospect since the plant is shutting down. How about the land & machinery? Sold off and distribute to shareholders? 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. |
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May 3 2016, 02:55 PM
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Junior Member
356 posts Joined: Sep 2009
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QUOTE(CP88 @ May 3 2016, 01:55 PM) I'd wonder how's the prospect since the plant is shutting down. How about the land & machinery? Sold off and distribute to shareholders? Fat chance. Reinvest perhaps. |
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May 5 2016, 09:56 AM
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Senior Member
1,770 posts Joined: Dec 2010 From: ~Where White Knights in Shining Armour Unite~
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News that matters: it will be sold off and distributed back to shareholders. Source: friends in there.
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May 7 2016, 06:00 PM
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Senior Member
9,616 posts Joined: Dec 2013
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QUOTE(GloryKnight @ May 5 2016, 09:56 AM) News that matters: it will be sold off and distributed back to shareholders. Source: friends in there. zap lap from Malaysia? |
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May 7 2016, 06:08 PM
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All Stars
48,583 posts Joined: Sep 2014 From: REality
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QUOTE(GloryKnight @ May 5 2016, 09:56 AM) News that matters: it will be sold off and distributed back to shareholders. Source: friends in there. seriously  |
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May 7 2016, 06:53 PM
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Senior Member
852 posts Joined: Jan 2015
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Will it be delisted then? Currently their NAV is much lower than share price how they'll distribute it?
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May 7 2016, 11:32 PM
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Senior Member
2,906 posts Joined: May 2015
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QUOTE(GloryKnight @ May 5 2016, 09:56 AM) News that matters: it will be sold off and distributed back to shareholders. Source: friends in there. Sad. The company is like the pioneer on the KLSE. If they delist themselves, that's the end of the road for them. |
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Jun 9 2016, 01:11 AM
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Senior Member
1,020 posts Joined: Aug 2015
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http://www.thestar.com.my/business/busines...b-for-rm218mil/
Any winds/news where they move?really leave msia? |
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Jan 30 2020, 02:29 AM
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Junior Member
65 posts Joined: Jul 2009
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Anyone look at this counter recently? Dropped 70% in past 12 months, then rallied 10% yesterday.
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Jan 30 2020, 02:17 PM
Show posts by this member only | IPv6 | Post
#150
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Senior Member
4,503 posts Joined: Mar 2014
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QUOTE(singkah @ Jan 30 2020, 02:29 AM) Anyone look at this counter recently? Dropped 70% in past 12 months, then rallied 10% yesterday. Yes, I'm in.. 😆 |
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Jan 30 2020, 03:11 PM
Show posts by this member only | IPv6 | Post
#151
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All Stars
17,515 posts Joined: Feb 2006 From: KL
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QUOTE(Cubalagi @ Jan 30 2020, 02:17 PM) Yes, I'm in.. 😆 up up up |
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Jan 30 2020, 06:54 PM
Show posts by this member only | IPv6 | Post
#152
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Senior Member
4,503 posts Joined: Mar 2014
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Closed at 12. My average price is 11.05.
Nice..but sadly my Chinese stocks are getting bashed by Corona virus. |
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Jan 31 2020, 07:15 PM
Show posts by this member only | IPv6 | Post
#153
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Junior Member
372 posts Joined: Nov 2010
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up down up down........ my price is 12++
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Feb 16 2020, 01:23 AM
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Senior Member
1,917 posts Joined: Sep 2012
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QUOTE(Cubalagi @ Jan 30 2020, 06:54 PM) Closed at 12. My average price is 11.05. ETFs or stocks? Nice..but sadly my Chinese stocks are getting bashed by Corona virus. |
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Feb 16 2020, 03:09 PM
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Senior Member
4,503 posts Joined: Mar 2014
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QUOTE(moosset @ Feb 16 2020, 01:23 AM) 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. |
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Feb 17 2020, 01:01 AM
Show posts by this member only | IPv6 | Post
#156
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Senior Member
2,210 posts Joined: Jan 2018
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QUOTE(Cubalagi @ Feb 16 2020, 03:09 PM) 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. 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. |
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Feb 17 2020, 04:05 PM
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Senior Member
4,503 posts Joined: Mar 2014
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QUOTE(Yggdrasil @ Feb 17 2020, 01:01 AM) 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 |
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Feb 21 2020, 01:51 PM
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Senior Member
4,503 posts Joined: Mar 2014
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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 |
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Feb 23 2020, 11:25 PM
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All Stars
21,458 posts Joined: Jul 2012
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QUOTE(DexterLim93 @ Feb 23 2020, 08:49 PM) Ah i didnt know that! Still a newbie here. Anyhow, whats your thoughts for long term investment in BAT? Possible to invest long term and go past 35 like last time? You expect sales of legit ciggies to rise? |
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Feb 25 2020, 06:23 PM
Show posts by this member only | IPv6 | Post
#160
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Junior Member
100 posts Joined: Aug 2018
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 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. |
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Feb 25 2020, 07:01 PM
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Senior Member
4,503 posts Joined: Mar 2014
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QUOTE(DexterLim93 @ Feb 25 2020, 06:23 PM) 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. 1. Market share of illicit ciggrettes continue to rise. (by how much? it can't be 100%!) 2. Market share of illicit cigarettes stabilize at current levels 3. Market share of illicit cigarettes reduce. When the stock came into my radar early this year, it was trading slightly above 15 n I thought it was starting to look attractive even under a scenario 2 situation with a scenario 1 being the downside and scenario 3 being the upside. So when price collapsed a further 20+%,, I bought as there was sufficient margin of safety. |
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Feb 26 2020, 07:55 PM
Show posts by this member only | IPv6 | Post
#162
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Junior Member
100 posts Joined: Aug 2018
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Yes that's my whole point. Is it wise to purchase long term? Definitely not as long as illicit cigarettes are still around!
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Feb 26 2020, 10:11 PM
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All Stars
21,458 posts Joined: Jul 2012
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QUOTE(jasliniceicekal @ Feb 26 2020, 02:30 PM) Illicit market doubled since the surge in excise duty in 2015. High tax is often counter productive. To increase tax revenue from ciggies and alcohol; besides lowering duty and tax, anti smuggling need also to improve.Perhaps (33.5% in 2015 vs 63% in 2019) The Malaysian Government must be held accountable and radical actions such as demand-driven solutions that include a review of excise duties must be explored |
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Mar 2 2020, 07:48 PM
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Junior Member
100 posts Joined: Aug 2018
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https://www.thestar.com.my/business/busines...-shadow-economy
Latest news including BAT: The MNC has cast blame on illegal cigarette trade that it said currently makes up 63% of the total industry volume, up from 33.5% in 2015.“The legal (cigarette) industry has diminished by almost 40% in the span of four years since 2015 due to the illegal cigarettes trade. |
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