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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6 days · translate ·
Tiong C.B.
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 · 6 days · translate
Lee He liong
This is not true
1 Like · 6 days · translate
Kevin Tam
Your logic is kind of below average..
2 Like · 5 days · translate
Captain Ice Bath
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 · 5 days · 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 · 5 days · translate
Taib Muzafar
Excise duty increased by 2 sen per stick only
2 Like · 5 days · 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 · 5 days · 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 · 5 days · translate
Thomas
The general market conditions not changed, eg shrinking smokers, illegal black market still severe, the generational ban maybe revived.
1 Like · 5 days · 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 ..
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