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Market Date: 16 Jul 2019

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Trade Value (RM)
VWAP (RM)
4 Weeks Range
4 Weeks Change (%)
Avg Volume (4 Weeks)
1 Year Range
1 Year Change (%)
Avg Volume (1 Year)

Market Capital (RM)
Number of Share
EPS (cent)
P/E Ratio
ROE (%)
Dividend (cent)
Dividend Yield (%)
Dividend Policy (%)
NTA (RM)
Par Value (RM)

* Calculated based on the net profit of the trailing twelve months and latest number of shares issued.

DateFinancial
Year
No. Financial
Quarter
Revenue
(RM,000)
PBT (RM,000)Net Profit
(RM,000)
EPS (Cent)Dividend
(Cent)
NTA
(RM)
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Report
28 May 201931 Dec 2019131 Mar 2019620,958116,58988,60031.0030.001.310 Malaysia Stock - KLSE Quarter Report History
21 Feb 201931 Dec 2018431 Dec 2018770,623158,952116,36640.8047.001.480 Malaysia Stock - KLSE Quarter Report History
19 Oct 201831 Dec 2018330 Sep 2018735,528188,634145,80651.1040.001.470 Malaysia Stock - KLSE Quarter Report History
20 Jul 201831 Dec 2018230 Jun 2018679,146148,797113,72438.6035.001.310 Malaysia Stock - KLSE Quarter Report History
21 May 201831 Dec 2018131 Mar 2018637,649126,62695,88433.7033.001.240 Malaysia Stock - KLSE Quarter Report History
13 Feb 201831 Dec 2017431 Dec 2017700,163101,99578,19828.4043.001.340 Malaysia Stock - KLSE Quarter Report History
23 Oct 201731 Dec 2017330 Sep 2017757,282186,871143,17951.0043.001.490 Malaysia Stock - KLSE Quarter Report History
20 Jul 201731 Dec 2017230 Jun 2017774,090193,976144,07851.6043.001.420 Malaysia Stock - KLSE Quarter Report History
20 Apr 201731 Dec 2017131 Mar 2017770,724156,384114,23341.6040.001.320 Malaysia Stock - KLSE Quarter Report History
16 Feb 201731 Dec 2016431 Dec 2016840,613316,491299,116101.3077.002.150 Malaysia Stock - KLSE Quarter Report History
24 Oct 201631 Dec 2016330 Sep 2016932,192244,316212,62373.0055.001.650 Malaysia Stock - KLSE Quarter Report History
26 Jul 201631 Dec 2016230 Jun 2016962,575116,57847,72216.8045.001.360 Malaysia Stock - KLSE Quarter Report History
12345

DateFinancial
Year
Ex-DateEntitlement
Date
Payment
Date
Entitlement TypeDividend
(Cent)
Dividend
(%)
Details
28 May 201931 Dec 201913 Jun 201914 Jun 201925 Jun 2019First Interim Dividend30.00000.00 Malaysia Stock -  Dividend
21 Feb 201931 Dec 201806 Mar 201908 Mar 201919 Mar 2019Interim Dividend47.00000.00 Malaysia Stock -  Dividend
19 Oct 201831 Dec 201801 Nov 201805 Nov 201816 Nov 2018Interim Dividend40.00000.00 Malaysia Stock -  Dividend
19 Jul 201831 Dec 201801 Aug 201803 Aug 201823 Aug 2018Interim Dividend35.00000.00 Malaysia Stock -  Dividend
21 May 201831 Dec 201801 Jun 201805 Jun 201819 Jun 2018Interim Dividend33.00000.00 Malaysia Stock -  Dividend
13 Feb 201831 Dec 201709 Mar 201813 Mar 201822 Mar 2018Interim Dividend43.00000.00 Malaysia Stock -  Dividend
23 Oct 201731 Dec 201710 Nov 201714 Nov 201723 Nov 2017Interim Dividend43.00000.00 Malaysia Stock -  Dividend
20 Jul 201731 Dec 201710 Aug 201714 Aug 201723 Aug 2017Second interim Dividend43.00000.00 Malaysia Stock -  Dividend
20 Apr 201731 Dec 201712 May 201716 May 201725 May 2017First Interim Dividend40.00000.00 Malaysia Stock -  Dividend
16 Feb 201731 Dec 201609 Mar 201713 Mar 201723 Mar 2017Interim Dividend77.00000.00 Malaysia Stock -  Dividend
16 Feb 201731 Dec 201609 Mar 201713 Mar 201723 Mar 2017Special Dividend46.00000.00 Malaysia Stock -  Dividend
24 Oct 201631 Dec 201610 Nov 201614 Nov 201624 Nov 2016Interim Dividend55.00000.00 Malaysia Stock -  Dividend
1234

BAT (4162) : BRITISH AMERICAN TOBACCO (MALAYSIA) BERHAD
Francisleong
Member Star
Posts: 56
Joined: Jul 2012
Male, MYS
02 Sep 2012, 09:04 AMPost #1
Are we expected to receive special dividend in November 2012 since d price of the stock has appreciated so much?thumbup
abraham
Member Star
Posts: 33
Joined: Dec 2016
Male, MYS
22 Jan 2018, 07:23 PMPost #2

To date ROE of BAT is still maintained at 165% and DY=8.69% which are relatively good signs of strength of BAT. But the share price of RM 60.00 when I firs bought about two years ago and now at around RM33.00 pershare is rather stressing to me.However I am somewhat pleased to know that my real loss in the share price is to a large extent offset by the 4 times in a year payments of dividends. I hope that the company wiill battle with the Govt. to urge it to curb the illegal sales of cigarettes and restore the com[any.

Any comments from share holders and company appreciated.. A.David -share holder.  

handsome
Member Star
Posts: 1
Joined: Nov 2016
Male, MYS
16 Apr 2018, 10:06 PMPost #3

I bought average 26.20...

Still can hold for dividend...If BAT can pay rm1.69 per year...

abraham
Member Star
Posts: 33
Joined: Dec 2016
Male, MYS
16 Oct 2018, 06:00 PMPost #4

I bought BAT at around M 60.00 2 years ago. It pays dividend at around 6.0 % pa the near the highest in Bursa. I am happy that because of the good dividends paid I am able to offset my high buying price. Is there any chance of BAT paying any bonus in the near future? This would then bring down my high buying price.  

Codey Lee
Member Star
Posts: 19
Joined: Dec 2018
Male, MYS
22 Feb 2019, 10:19 AMPost #5

FY18 CNP of RM468.5m (-7%) and total dividends of 155.0 sen were as expected. Illicit market share remains at unprecedented levels, registering at 64% in 4Q18. Lower total industry indicates an overall reduction in consumption, from stricter enforcement on illegal products and affordability of legal offerings. Alternative products may be in the works, but these are serving as a long-term endeavour. Maintain UP but raise our TP of RM32.65 (from RM29.10) on higher valuations.

Jenny Loo
Member Star
Posts: 15
Joined: Dec 2018
Female, MYS
22 Feb 2019, 10:24 AMPost #6

Cumulative FY18 earnings within expectations. British American Tobacco (M) Bhd’s (BAT) 4QFY18 normalised net profit - after stripping out one-off GST benefit and refund on tax stamps and 2017 provision for impairment of prepaid excise duties; came in at RM81.4m. This lead to FY18 normalised earnings of RM433.6m, which is within ours and consensus’ full-year FY18 earnings estimates at 99% and 97% respectively. Comparing against 4QFY17, revenue grew by +12.5%yoy to RM770.6m whilst the respective normalised earnings grew marginally by <1.0% on a year-over-year basis. On a quarterly sequential basis, revenue staged an encouraging improvement of +4.8%yoy despite the contraction in earnings. Volume sold also improved by +2.2% in the fourth quarter largely due to seasonality and speculation prior to pricing.

Illicit cigarettes market remains stagnant at 64%. The dip in BAT’s FY18 overall revenue and, thus, earnings year-over-year was mainly attributable to the lower domestic and duty-free volumes which slumped by -5.8%yoy. The lower domestic volume was mainly impacted by the legal market volume which contracted by -3.5%yoy in comparison to 4QFY17. Additionally, the illicit cigarettes volume share remains stagnant at a record high of 64% since 1QFY18 which consists of smuggled cigarettes at 60% and quasi legal cigarettes with fake tax stamps at 4%. This, in return, has impacted the group’s volume, translating to a decline by -4.6%yoy in terms of the group’s overall volume sold.

Declared 47sen dividend for 4QFY18. BAT declared a fourth interim dividend of 47sen per share for 4QFY18. This is as opposed to 43sen declared during the same period last year. YTD dividend declared for FY18 of 155sen is within our dividend forecast of 149sen for the year which represents a full-year payout ratio of 94%. As such, we are maintaining our dividend forecasts at this juncture.

Earnings estimates maintained. We are maintaining our F19F earnings forecasts at this juncture. That said, we have factored in conservative assumptions in our earnings forecasts previously such as: (i) gradual recovery in sales due to high illicit cigarette trade; (ii) continued weak consumer spending power as well as; (iii) growth in lower price segment (VFM) within the legal market.

Maintain BUY. We are maintaining our BUY recommendation on BAT with a revised target price of RM39.50

(previously RM37.70) as we roll forward our valuation base year to FY20. Our valuation is derived from a dividend discount model valuation with a cost of equity of 6.5% and a long term expected dividend growth rate of 1.25%. We opine that while business environment will continue to remain challenging for BAT. However, we are comforted by the fact that BAT’s VFM brand Rothmans in 4Q17 remains the fastest growing brand which we opine will assist in sustaining its position as a market leader in the legal cigarettes’ domain. Additionally, the revenue and volume contraction has narrowed to low single digit from low double digits earlier this year and previous FY. This narrowing contraction which is mainly attributable to BAT’s ongoing cost rationalisation initiatives has translated to the recovery in BAT’s earnings and profit margin over the past few quarters. We understand from the Management that, this will be an ongoing process to cushion the effect of the decline in legal cigarette volume. As the share price of BAT has taken a beating last year due to the announcement of an increase in tobacco-related items tax and price, we opine that all the negatives have been priced; share price has bottomed out and; current price presents a good opportunity for accumulation of the stock. Aside from the recovery in earnings, its dividend yield remains attractive at 4.9% FY20F.

abraham
Member Star
Posts: 33
Joined: Dec 2016
Male, MYS
18 Jun 2019, 04:44 PMPost #7

What a loss for BAT share price. Many investors affected. I bought about three years ago at RM 60.00 per share. What consoles me is that the divididend but this too has come dowm.For BAT Malaysia to make more profits, there is just one way the new Govt.must pursue a more aggressive positive action to arrest the illegal cigarette sale. Mahathir must take a more strict policy to arrest the illegal sale of cigarette on Malays since they are the ones who smoke heavily from young. Investor.

kwok_39
Member Star
Posts: 194
Joined: May 2017
Male, MYS
18 Jun 2019, 04:53 PMPost #8

I know.But I do not like to bought overbought shares especially few years of overbought.U know how dangerous when it's tumble.Usually my advice investor should sell that kind of stocks.Never challenge the market.Its would be very cruel or bloody.Few years ago my mom wanted to bought at rm 70 above.my advice was no and luckily she listen.

Conjufyn
Member Star
Posts: 43
Joined: Mar 2019
Male, SWE
20 Jun 2019, 03:56 AMPost #9

You may say such things, but I can rest assure you that it was happened in fact cause of something really really like vaping and that's really it. So do not invest in that tobacco companies, you will loose in the end, they may go broke even soon.


yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

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