Auditor Consultant's comment on BAT. All Comments

Auditor Consultant
5 Like · Reply
30 August 2021 will be the last day before BAT-C3 expires.

Based on my sensitivity and scenario based analysis, so long as the mother share price be reduced to RM14.15 (with deviation plus minus 1 - 1.5%), and assuming those warrant holders who have been holding warrant at price around average of 0.210, with the exercise value of RM11 and exercise ratio of 15, at present price of RM14.02, the issuer is considered making money already from warrant holder.

Under pessimistic scenario, the price will plummet to the most RM13.94 on the last day, i.e. 30 August 2021. Not to forget, the above average price of warrant at 0.210 is set very prudently, the price might be even higher when the mother price was slightly higher than RM14.02 and before the Dividends.

Mr. Nadel Louay Salem will be on board w.e.f. 1 September 2021. Operators and Syndicates will definitely be more than happy to give him a welcoming gift by pushing up the mother share price on 1 September 2021 and maybe for 1-2 weeks temporarily. New appointment of CEO will trigger positive sentiment which in turn enhance market confidence and this will reflect in BAT share price to spike w.e.f. 1 September 2021.

I believe Mr. Nadel Louay Salem will continue to bring BAT to next level very very soon. RM20 by end of year 2021. I look forwards to seeing recovery of economy and control and containment of Covid-19 which will then speed up formalisation of regulation for Vape and E-Cigarette which is beneficial to BAT and society as a whole.

Stay Positive in BAT and Quarter 3 result should be very impressive as well!
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Auditor Consultant
Recently, I have been very busy doing several M&A projects. There are fewer opportunities for foreigner to invest in Malaysia's business after this pandemic. Earning money from M&A projects is pretty fast. So I am very very busy.

BAT is a solid counter. Do not worry so much.

Just hold this BAT for mid term like 3-6 months. Should not be an issue.

Have you seen BAT substantial shareholders' listing as of 22 Feb 2021?

Look! Number 5 Tan Yu Yeh and Number 10 Tan Yu Wei both are bosses from Mr. DIY

Why did they dump so much in BAT?

I am very very OPTIMISTIC in BAT.

I am preparing to collect more if BAT price decreased further

On top of this price fluctuation, one of the reasons is because of Call warrant BAT-C3. I have already done a sensitivity test. The recent plummet in price is very common. Do not worry.
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Like · 3 years · translate
Auditor Consultant
Hoseh already..... 

I am waiting for BAT to rise up to near to RM20 by end of this year 

I could foresee Government to regulate Vape and E-Cigarette 

Reduce tax on tobacco which will eventually result in higher tax revenue for LHDN. 

BAT will be going to RM20 very soon 

my 2 cents
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Like · 3 years · translate
tan bak ann
Hi auditor, still can buy in or not? Is it too late go up so much already?
Like · 3 years · translate
Echo echo
Still can buy on this price....very high Dividend
Like · 3 years · translate
tan bak ann
Ok...thanks
Like · 3 years · translate
Auditor Consultant
this price is still okay, I would say collecting on dip. to me, I prefer buying at lowest price possible. this counter is suitable for those who has patience

value investment using fundamental analaysis is the best
Like · 3 years · translate
tan bak ann
Noted. Will buy in by batches. Thanks
Like · 3 years · translate
Auditor Consultant
bak ann

indeed, not only. this hidden gem, another will be Allianz Insurance

if you are aware of the acquisition of Allianz by EPF non stop since around may or June 2021, you will be pondering on why why why

answer from myself is Allianz is an undervalued gem

I only have two stocks, BAT and Allianz

重仓是我的投资路线,基本面价值投资,肯定是王道
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Like · 3 years · translate
tan bak ann
Hi Auditor
Allianz now at rm12.98. Is it high price? Have to wait for correction right?
Like · 3 years · translate
tan bak ann
You only have 2 stocks? I saw the list of stock you like. cimb, thong guan, uchitech, muda etc. You didnt buy?
Like · 3 years · translate
Auditor Consultant
thongguan, sold d when the price was overvalued 。I am doing concentrated investment. All in limited undervalued stocks. 股票贵于精,不贵于多

我走重仓路线的。虽然ROI 不会像美股或者投机股票高,但是我的投资路线是富贵险中求。慢就是快。
Like · 3 years · translate
Auditor Consultant
can you imagine from March to August, I could have already obtained ROI of 36% from realisation of stocks.

I aimed for 50-60% via my stakes in BAT and Allianz

to me, modification of investment is required for every individuals. I have my own risk and profit appetite

you can do better with your own judgement
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Like · 3 years · translate
tan bak ann
Auditor,
You are good. Know when to buy and when to sell. I am no good at this. Always buy too fast or sell too fast. Lose money. Still newbie. So think of buying some long term stock and hold. Thanks ya
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Like · 3 years · translate
Auditor Consultant
then seriously you should consider Allianz also... it is overvalued now
Like · 3 years · translate
tan bak ann
Noted, thanks ya
Like · 3 years · translate
Auditor Consultant
bak Ann, look, Allianz fly d... already above RM13
Like · 3 years · translate
tan bak ann
Auditor, i booked a bit low. Will try again, hehe
Like · 3 years · translate
Auditor Consultant
so so happy

BAT will fly to RM20 no issue or problem at all

waiting to collect more money and dividend soon
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Like · 3 years · translate
tan bak ann
Going to fly to the moon. Still can buy in and top up at this price? Ha
Like · 3 years · translate
Auditor Consultant
bak Ann 我不支持追高的。你看着办

I always don't encourage ppl to chase high... it is my risk appetite

u can follow your own risk appetite
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Like · 3 years · translate
tan bak ann
Ok noted, thanks...hehehe
Like · 3 years · translate
Auditor Consultant
庄家或大鳄每天玩野,大家坚持价值投资,稳稳拿着,不被小小波动给影响。不好被庄家玩野,吓到大家啊。庄家想要拿便宜票,想都别想啊。BAT是明日之星,只要低价买入,长期持有,必能立于不败之地。

大家加油吧,往20块的道理不难,看大家对BAT的信心有多大。

20块加油,每个季稳稳拿股息,袋袋平安。切记,不追高,长期持有,价值基本面投资肯定能走得更长远。
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2 Like · 3 years · translate
Auditor Consultant
耐心长期持有,复利的效应会让你得到很好的回报
1 Like · 3 years · translate
Auditor Consultant
继续等待吧,BAT 会因为电子烟突飞猛进,给点时间吧。

记得,芒格的名言,赚钱真的是等来的。

等待开番,复利的效应会让大家刮目相看。
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1 Like · 3 years · translate
Auditor Consultant
继续跌继续跌

我还想买便宜票
Like · 3 years · translate
Auditor Consultant
慢慢回升,长期持有,复利滚利,大家一起发
1 Like · 3 years · translate
Auditor Consultant
好的股票,值得大家等待。给市场一点时间吧,omnicron 而已,我深信可以解决的
1 Like · 3 years · translate
Peter Ong
加油加油,迟早黎明会到来
1 Like · 3 years · translate
Auditor Consultant
要来的迟早会来的

重仓就是上上之策

等着飞翔
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1 Like · 2 years · translate
Auditor Consultant
来了哦,来了哦,快快飞上天空
Like · 2 years · translate
Auditor Consultant
大家继续忍耐吧,短期内或许看不到收获,长期以来,肯定会有作为
Like · 2 years · translate