British American Tobacco Share Discussion Threads

[speedsgh] 22/8/2018 10:23

Look out, cigarettes have a cool young rival -

Vaping may be a sensible way to wean smokers off the real thing but we’d be mad to give it an unqualified thumbs-up...

[philanderer] 21/8/2018 09:59

British American Tobacco: Jefferies fears price war


Jefferies is concerned that British American Tobacco (BATS) has not committed to price rises for its Glo heated products in line with its conventional cigarette products in Japan.

BAT has applied to raise the prices of its cigarettes by 30 to 40 yen, as higher taxes in the country are set to come into force in October.

Rivals Japan Tobacco and Philip Morris have also applied to raise prices on their cigarettes by 20 to 40 yen and by 50 yen respectively. But while they have also applied to hike the cost of their heated products, BAT has not yet done so for its Glo range.

Jefferies analyst Owen Bennett, who rates the shares a ‘buy’, said BAT would be ‘unwise’ to maintain Glo prices at their current level.

‘While this may support in its aim for “significant growth in market share” in heated in Japan in the second half of the year, this could trigger a potential price war,’ he said.

He argued this would ‘only accentuate’ investor concerns over tobacco companies’ performance amid the move to ‘next generation’ products like e-cigarettes and heat-not-burn devices.

[philanderer] 20/8/2018 14:08

British American Tobacco Japan has filed for approval from the Finance Ministry to raise its tobacco product prices in line with the planned tobacco tax hike on Oct. 1, informed sources said Monday

[scobak] 15/8/2018 21:10

Oh good. Lets make some money then,TTID. We should take these opportunities.

[this_time_its_different] 15/8/2018 16:21

Bloody turkey, bringing the whole market down, even stocks which have nothing to do with turkey.

[this_time_its_different] 15/8/2018 14:46

2% down while the pound dollar is at 1.269, it makes no sense. This stock should be much higher, I would pile in now, wait for that dividend raise and then collect that 6% divi.

[andrewbaker] 15/8/2018 11:23

Point 1): e-cigs/e-smoking may be bad too, but it won't stop people using.

Point 2): There are so many selling BATS (and other tobacco holdings) on ethical grounds, that as soon as the price moves up, more is sold, and the price falls back again. I'm now happy to mop up the supply at prices below £40, and hold the excess - overweight holdings in my portfolio - until it moves up to high £40s to around £50, which it certainly will, and then sell the surplus. And whilst waiting, I'll pick up some nice dividends too. That saying about a free lunch, isn't always true, lol.

[philanderer] 14/8/2018 00:03

'E-cigarette fluids disable the lung’s cleaning systems and could cause chronic diseases, study finds'

[philanderer] 10/8/2018 12:43

Barclays upgrading to 'overweight' .. tp 5000p

[unnavailable] 08/8/2018 10:12

Is there a div payment today?

[philanderer] 07/8/2018 17:32

BAT launches buyout bid for Serbian subsidiary

[gswredland] 07/8/2018 13:26

Thanks for your help guys

[grahamburn] 07/8/2018 12:24

Apologies for my cryptic comment earlier. I'd assumed the figure was on the Financials page.

However, call-logger is effectively right with 4.7% at the current share price, because that's what you get with a quarterly dividend of 48.8p.

[philanderer] 07/8/2018 11:55

Telegraph:

Questor: lowly valuation and chunky yield make this tobacco firm a core income holding

[call-logger] 07/8/2018 10:44

4.7% and 14.6 according to Digital Look

[gswredland] 07/8/2018 10:17

Yes that's why I asked
Ok thanks

[stepone68] 07/8/2018 09:50

That's what I thought too, Graham, but trying it now there is very limited information there - and no yield or P/E.

[grahamburn] 07/8/2018 09:40

Just look at the Financials tab on ADVFN.

[gswredland] 07/8/2018 09:05

Sorry to trouble you guys but does anyone the yield at the current price please?

[unnavailable] 05/8/2018 00:25

I was surprised yesterday that there was no reaction to that news. Maybe Monday ?

[philanderer] 03/8/2018 09:36

'British American Tobacco unveils latest vaping product'

[philanderer] 01/8/2018 14:19

MARKET ANALYSIS

WATCH: Stock pick — BAT

01 AUGUST 2018 - 09:46 BUSINESS DAY TV

Nesan Nair from Sasfin Securities chose British American Tobacco (BAT) as his stock pick of the day.

He said the worst was now over and it was currently sitting at more than R700 a share and the company’s recent results “looked really good”.

[philanderer] 31/7/2018 14:24

Good day for BATS and IMB :-)