Thomas's comment on BAT. All Comments
Thomas
5 Like · Reply
This quarter's strong earning is not sustainable as mainly contribute to retailers' strong stock builder-up before the price increase. Next quarter will see huge drop both revenue and profit.
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2 days · translate ·
Tok Tiong
Next Q only need beat 2025 Q1 result. Easy to bet.. even the revenue and profit drop 50% Qoq. PE only 7 now
1 Like · 2 days · translate
Lee He liong
This is not true
1 Like · 2 days · translate
Kevin Tam
Your logic is kind of below average..
1 Like · 2 days · translate
拯救散户们
Seems like thomas is right the ai summary really makes it easier for me to go through and the obvious reason is just as what thomas mentioned
1 Like · 1 day · translate
Kevin Tam
AI said mainly due to retailers pile up tobacco? How high the tobacco tax ? Ur brain can function as well right
Like · Yesterday · translate
Taib Muzafar
Excise duty increased by 2 sen per stick only
2 Like · Yesterday · translate
Lee He liong
Do not try to mislead , dear Thomas.British old fox know how to do business.A tax hike always follows a retail price increase
2 Like · Yesterday · translate
Kevin Tam
Many retailers at this platform like to give below average views to make others to be panic, pessimistic n so on. The BAT management should come out statement what factor push up their operating profit so much in latest quarter.
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1 Like · Yesterday · translate
Thomas
The general market conditions not changed, eg shrinking smokers, illegal black market still severe, the generational ban maybe revived.
1 Like · Yesterday · translate
Kevin Tam
Vape being banned in many states actually good for BAT…illicit cigarettes if can go down to below 49-50%, BAT profit level can go up to more healthy level ..
Like · Yesterday · translate