Tay Ming Zhe's comment on BAT. All Comments
Tay Ming Zhe
3 Like · Reply
已經到了合理價15.30，但是還不是最低價。
對我來說，EPS下降15%，其實PE也應該下降15%變成PE10.2
所以有可能TP是128x PE10.2= RM13
不過現在DY竟然已經到8.7%了，到時候RM13的話DY10%就可以跟BAUTO拼了
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5 years · translate ·
Alfred Yee
现在市值4000m, 虽然盈利下滑，但也是有80m x 4, 有320m, 这样的生意你觉得如何。
Like · 5 years · translate
Tay Ming Zhe
這一季revenue是歷史新低，能不能起死回生就看下一季會不會更好。
Like · 5 years · translate
Alfred Yee
现在很多国家都开始 ban vape le。 接下来一两个季度因该会好转。
Like · 5 years · translate
Alfred Yee
Company have 90% dividend policy. This should attract more ppl on current price.
Like · 5 years · translate
yutaka tong
dividend trap. world cigarette sales index is going down
Like · 5 years · translate
Alfred Yee
London BAT share already rebound from 2400 to 3000 from Jan 2019.
2 Like · 5 years · translate
Chiunwei Low
7% dividend payout presuming rm1.20 per share annually. Better than bank deposit.
Like · 5 years · translate
yutaka tong
retained profit already drop. their dividend will be adjust lower
Like · 5 years · translate
Tay Ming Zhe
重點就是看下一季QR
1 Like · 4 years · translate