By the end of 2020, the administration is expected to take delivery of nearly 200,000 new ventilators, based on the AP’s review of current federal purchasing contracts. That would more than double the estimated 160,000 ventilators hospitals across the U.S. had before the pandemic.

BAT is comparative very cheap now. Can always pick up slowly within your budget. Maybe 5 lots? And top up more when if it ever drops further.

Any stock which pays more than 6% dividend is worth keeping la. If lower better put your $ in EPF.

negative earnings growth. So making money, but making lesser and lesser with time. Maybe because too much of 'illegal' cigarette floating in the market.

Since 2015, BAT dividends totals...



2015 -- 312.00
2016 -- 278.00
2017 -- 169.00
2018 -- 155.00
2019 -- 118.00
2020 -- 50.00 **

** BAT dividend for 2020 so far is half year. Assuming same rate of payout, we are looking at total dividend of only 100.00 **
** clearly the dividends is declining like hell! **

from 2015 to currently, BAT has paid 1082.00 in dividend (ie rm10,820.00 per 1,000 shares)

.....
Price of BAT today is 10.76.

if one purchase or invested in BAT for its dividends about 5 years ago, the price of BAT on 23rd June 2015 is 60.80.

dividends collected is 1082
price today is 10.76

which means one is looking at a holding a loss of 39.22 (60.82-10.82-10.76) !!!!!

** if one purchase on 23rd June 2015, one collected less 176.00 in dividends, since these dividends were paid before June 2015!! **
so do be careful, do not simply invest just because of dividends !!!  Dividend investing has its fair share of risk!!!!
invested ~ 60k... for dividends... now losing 39k cos the share price has collapsed!!!

thumbs. initially was about to dump my bonus money into this counter but after i start calculating.. eh cho to ma teh.. that dividend yield is before covid what happen with current dividend leh.. latest dividend is only 0.17 per unit.. it's close to half of it's previous payouts.

https://www.blogger.com/profile/13683823577480668862

just created this month.

this, i agree.
and i won't be surprised that harta will eventually surpass TG due to its higher nitrile mix.
it wud b naive to think "i got a vaccine" and all gloves and masks will not be required anymore rightaway.
there are now 20 odd trial vaccines, with no results yet.
when the first one deemed workable arrives, at least 6 months is needed for mass trials.
then another 6-12 months to sort out the admin, proprietory rights, licensing, production issues.
and when a vaccine gets to be mass administered, do we think gloves and masks will no longer be used?!

WHO and some other bodies have also warned that a vaccine may only give protection for a few months, i.e. immunity is not permanent.
while the vicious little sucker keeps mutating for another vaccine to catch up.

the demand for gloves will stay strong, very strong for at least next 1.5 years, incl restocking of drawn down inventories.
new lines, expansions, new factories will rebalance the supply-demand equation.
prices of gloves and hence stock prices of glovemakers will rebalance too.
it is also wrong to think that those stock prices will rise forever.
they will peak at some point and then fall back to a "fair" value.
how much, how fast is something nobody can tell now.
the only thing to do is, if u r vested, is to keep close to the latest development and news.
and react when u must.

Just want to confirm, a ratio of 2:1 means if I hold 1 lot of shares, I get 1.5 lots as bonus?

Probably. But greed is infinite. 

all the excitement....!

but wait la... entitlement date is 3Q, long way off.

how many will buy now and hold till then, wait for ex-date to pass?
more interesting now is this afternoon, how far up these announcements will push TG, spmx.

TG 25m, Spmx 19 is a given... how much further?

with covid19 still in the midst, good news is hard to come by.

so, let's have some 

whatever that means!

This was recommend by Rakuten today.....

I got another one - PBB Sharelink. Problem with that one though is once money in, take out is a nightmare. That's what Rakuten is better. Still..... I wait see what their update is coming in next 1-2 months. Hopefully its stoploss and more earlier updates. Else, bye bye for good.

do not take that calc as firm.

1. there is a second income "div from ansell jv" - i do not know if this is once a year or once a qtr or one-off.
2. why 20x or 30x? why not 15, 18 or 35, 50? what industry no.? small players can use same no. as big-big ones?
3. annualized last qtr eps to give full yr for calc is a very rough estimate... analysts typically use a 3 or 5 year mean +1 or 0.7 std dev.
all said for small investor, better err on side of caution; rm3.25 is too optimistic, imo... 2.80-3.00 more likely.
the correct term is:

two-for-one bonus issue

thestar is a fan of TG?!

that "WAS" is a key word

Comfort WAS in PN17 years ago.

The Azmin comment alone shows where the govt standing is. TG is their "jewel" now - if it falls, the whole KLSE may follow. Just see what happened last Thursday.

is ok. What I trying to say is, everything is possible in market.

that's why investing is never ending process of eliminating the bad one from your portfolio, and getting in the good one. 

Don't need to be down if miss an opportunity, there is so many out there.

Did he just proved the Edge wrong?

Bloomber Terminal show Top glove FY21E EPS (end aug 31) i.e. 12 months forward from now is MYR 1.242/SGD0.40 while closing price on friday is MYR 25.44/$8.40 which translates to 20.3x/21x p/e instead of 48.2x as stated by The Edge.

no. i was just thinking...
that commentary was written after fri, cited bloomberg using a TG eps that gives a p/e ratio of 48.
it was then pointed out that bloomberg has since used an eps of 1.242 which will now give p/e of 20.
20 is low compared to the nos. quoted for supermax and harta.
my thought was bloomberg must have gotten fresh info for the 12m fwd earnings and started to use a new eps.
if that is the case, this may have an impact on their clients this week as it implies renewed bullishness.
as pointed out by boon, this is the game all analysts play... forecasting is at best mathematical statistics, not an exact science.
we shall see this morning is this observation is relevant or not.

note also while FY2021E is very rosy, FY2022E is not.
this is the same for several other forecasts that i have seen.
i wud take that to mean they see 2021 as the peak yr for gloves in terms of revenues and margins while some vaccine, new capacity or other development will curtail it by yr beginning 2022 - a reasonable underlying assumption, i suppose.

lastly, if such a forecast will come true, what might other development emerge for TG?
what is the chief and his lieutenants thinking now?
with a few billion rm in cash at hand by mid 2021, what might they want to do?
pay all out in dividend? invest all into new gloves capacity?
or buy out some competitor? buy out some related biz co., e.g. mask, PPE, pharma?
just something to think about...