Welcome Guest ( Log In | Register )

Outline · [ Standard ] · Linear+

 BAT, British American Tobacco

views
     
SevenTwentyOne
post May 3 2016, 11:44 AM

Casual
***
Junior Member
356 posts

Joined: Sep 2009


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.
SevenTwentyOne
post May 3 2016, 12:04 PM

Casual
***
Junior Member
356 posts

Joined: Sep 2009


QUOTE(Pink Spider @ May 3 2016, 11:48 AM)
Previously production in Malaysia.

Now, purely marketing (import from overseas).

The mode of operation has changed.
*
Yup. That's why the market reacted negatively.
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.
SevenTwentyOne
post May 3 2016, 02:55 PM

Casual
***
Junior Member
356 posts

Joined: Sep 2009


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.

 

Change to:
| Lo-Fi Version
0.0130sec    0.46    6 queries    GZIP Disabled
Time is now: 22nd December 2025 - 01:56 PM