英美烟草马来西亚有限公司在马来西亚生产和销售卷烟及其他烟草产品。 它还为亚太地区的英美烟草集团承包制造合同，将卷烟和半成品出口到澳大利亚，韩国，菲律宾和台湾。 该公司的大部分收入来自其在马来西亚的烟草销售，该公司将其产品出售给第三方分销商。 主要品牌包括Dunhill，Peter Stuyvesant，Pall Mall，Kent和Shuang Xi。
💪🌈收高息10.89%
買入Bat Rm10.84
抗跌强，风雨无阻。
不出门，太闲，抽更多煙😂
现在10.78買4162 bat 拿10%出的周息率,真幸福在大马。💪😄
💪👍👏bat 净利的90%全派送股息，动蕩时期最安穩了。
http昨天就少人，车也少，70%没上班，正常，现坐mrt回去
21年于新加坡第一次见到小猫几隻坐地铁😂
😭知道行情差的程度吧，收藏高息会更穩，虽然慢，bat现价Rm 10.80 己反应私煙，电子煙负面效应，收就对了。
//www.batmalaysia.com/
https://klse.i3investor.com/blogs/nanyang_stock_expert/2020-02-22-story-h1483910467.jsp
https://www.sinchew.com.my/pad/con/content_2240684.html
转贴：谢谢楼主分享
4 Key benefit BAT during MCO lockdown
Author: kelvin_ik4u  Publish date: Wed, 8 Apr 2020, 2:25 PM
Close
4 KEYS ELEMENTS MCO LOCK-DOWN BENEFIT BAT:
---------------------------------------------------------------------------------------------------------
1st of all, at current price levels, BAT yields an attractive 11.0% based on our FY20 dividend forecast. Prior last many years before MCO lockdown, illicit cigarettes continue to make up the bulk of tobacco volumes in Malaysia, due to local enforcement authorities not efficient in clamping down illicit cigarettes in the market, plateaued for two years now, between 61-65%. If half or 30% illicit cigarettes sales convert to legal sales, this will boost their sales definitely due to continuously police monitor during this lock down period.
2nd , its share price drop from RM37 to RM10+, already drop almost 80% from the highest 52week price with no or less impact to BAT business revenue sales.
3rd, current share price give 11% to 12% dividend payout yearly, way better than put your cash in FD for 2.5% return with sustainable business income rolling in coming many months and years.
4th, refer to the last Q4’19 report, it result show rebound of RM94mil (EPS 34.2sen) return, net profit margin after tax rebound back to 14.2% vs worst last 2 Qtr due to operating profit efficiency improved.
In summary, there is no right or wrong, but it is an opportunity to consider buy BAT with great offer to keep for mid and long term investor. Based on average analyst Target Price range, it can reach within RM15 to RM16 (<1year time frame) . I believe RM15 is easily achievable if next 2 Qtr result perform better within RM80mil earning + 100% dividend payout every Qtr.
MCO锁定期间的4个主要优势BAT
作者：kelvin_ik4u发布日期：2020年4月8日，星期三，下午2:25
4个关键要素MCO锁定福利BAT：
-------------------------------------------------- -------------------------------------------------- -----
首先，根据我们对20财年的股息预测，以当前价格水平计算，英美烟草的收益率为11.0％。在MCO封锁之前的很多年之前，由于当地执法部门无法有效地抑制市场上的非法卷烟，非法卷烟继续占据了马来西亚的大部分烟草市场，目前已经稳定在两年内，在61-65％之间。如果一半或30％的非法卷烟销售转换为合法卷烟，这肯定会增加其销售，这是由于在此锁定期间不断进行的警察监督。
第二，其股价从RM37跌至RM10 +，已经从52周的最高价下跌了近80％，对BAT业务收入的销售几乎没有影响。
第三，目前的股价每年可派发11％至12％的股利，远胜于将现金存入FD可获得2.5％的回报，而且未来数月和数年的业务收益将持续增长。
第四，参考最新的19年第4季度报告，其结果显示反弹了9400万令吉（每股收益34.2仙），税后净利润率回升至14.2％，而营业利润效率改善是最差的前2个季度。
总而言之，没有对与错，但是这是一个考虑购买BAT的机会，并提供了很好的报价来保留中长期投资者。根据分析师的平均目标价范围，它可以达到RM15至RM16（<1年期限）。我相信，如果接下来的2个季度的业绩在8000万令吉的收益和每个季度的100％股息支付范围内表现更好，则很容易实现15令吉。
个人分享，買卖自负。
💪🌈收高息10.89%
買入Bat Rm10.84
抗跌强，风雨无阻。
不出门，太闲，抽更多煙😂
现在10.78買4162 bat 拿10%出的周息率,真幸福在大马。💪😄
💪👍👏bat 净利的90%全派送股息，动蕩时期最安穩了。
http昨天就少人，车也少，70%没上班，正常，现坐mrt回去
21年于新加坡第一次见到小猫几隻坐地铁😂
😭知道行情差的程度吧，收藏高息会更穩，虽然慢，bat现价Rm 10.80 己反应私煙，电子煙负面效应，收就对了。
//www.batmalaysia.com/
https://klse.i3investor.com/blogs/nanyang_stock_expert/2020-02-22-story-h1483910467.jsp
https://www.sinchew.com.my/pad/con/content_2240684.html
4 Key benefit BAT during MCO lockdown
Author: kelvin_ik4u  Publish date: Wed, 8 Apr 2020, 2:25 PM
Close
4 KEYS ELEMENTS MCO LOCK-DOWN BENEFIT BAT:
---------------------------------------------------------------------------------------------------------
1st of all, at current price levels, BAT yields an attractive 11.0% based on our FY20 dividend forecast. Prior last many years before MCO lockdown, illicit cigarettes continue to make up the bulk of tobacco volumes in Malaysia, due to local enforcement authorities not efficient in clamping down illicit cigarettes in the market, plateaued for two years now, between 61-65%. If half or 30% illicit cigarettes sales convert to legal sales, this will boost their sales definitely due to continuously police monitor during this lock down period.
2nd , its share price drop from RM37 to RM10+, already drop almost 80% from the highest 52week price with no or less impact to BAT business revenue sales.
3rd, current share price give 11% to 12% dividend payout yearly, way better than put your cash in FD for 2.5% return with sustainable business income rolling in coming many months and years.
4th, refer to the last Q4’19 report, it result show rebound of RM94mil (EPS 34.2sen) return, net profit margin after tax rebound back to 14.2% vs worst last 2 Qtr due to operating profit efficiency improved.
In summary, there is no right or wrong, but it is an opportunity to consider buy BAT with great offer to keep for mid and long term investor. Based on average analyst Target Price range, it can reach within RM15 to RM16 (<1year time frame) . I believe RM15 is easily achievable if next 2 Qtr result perform better within RM80mil earning + 100% dividend payout every Qtr.
MCO锁定期间的4个主要优势BAT
作者：kelvin_ik4u发布日期：2020年4月8日，星期三，下午2:25
4个关键要素MCO锁定福利BAT：
-------------------------------------------------- -------------------------------------------------- -----
首先，根据我们对20财年的股息预测，以当前价格水平计算，英美烟草的收益率为11.0％。在MCO封锁之前的很多年之前，由于当地执法部门无法有效地抑制市场上的非法卷烟，非法卷烟继续占据了马来西亚的大部分烟草市场，目前已经稳定在两年内，在61-65％之间。如果一半或30％的非法卷烟销售转换为合法卷烟，这肯定会增加其销售，这是由于在此锁定期间不断进行的警察监督。
第二，其股价从RM37跌至RM10 +，已经从52周的最高价下跌了近80％，对BAT业务收入的销售几乎没有影响。
第三，目前的股价每年可派发11％至12％的股利，远胜于将现金存入FD可获得2.5％的回报，而且未来数月和数年的业务收益将持续增长。
第四，参考最新的19年第4季度报告，其结果显示反弹了9400万令吉（每股收益34.2仙），税后净利润率回升至14.2％，而营业利润效率改善是最差的前2个季度。
总而言之，没有对与错，但是这是一个考虑购买BAT的机会，并提供了很好的报价来保留中长期投资者。根据分析师的平均目标价范围，它可以达到RM15至RM16（<1年期限）。我相信，如果接下来的2个季度的业绩在8000万令吉的收益和每个季度的100％股息支付范围内表现更好，则很容易实现15令吉。
个人分享，買卖自负。
