【BAT 4162 交流专区】英美烟草

pts2222

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2019	31 Dec 2018	31 Dec 2019	31 Dec 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	662,447	770,623	2,508,554	2,822,946
2	Profit/(loss) before tax	134,136	158,952	462,254	623,009
3	Profit/(loss) for the period	97,703	116,366	345,699	468,531
4	Profit/(loss) attributable to ordinary equity holders of the parent	93,864	114,842	343,814	470,717
5	Basic earnings/(loss) per share (Subunit)	34.20	40.80	121.10	164.10
6	Proposed/Declared dividend per share (Subunit)	33.00	47.00	118.00	155.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.3600		1.4800

（吉隆坡21日讯）此前宣布截至12月杪第四季净赚9386万令吉，并录得6亿6245万令吉营业额后，英美烟草（British American Tobacco (M) Bhd）今日跳空高开，并一度上涨11%。

英美烟草宣布派发每股33仙的第四个中期股息，将于3月18日支付。这使得2019财政年的股息为每股1.18令吉，相比2018财年的1.55令吉。

截至11时15分，该股扬1.34令吉或10.55%，至14.04令吉，市值达40亿令吉。盘中最高升至14.10令吉。



丰隆投资银行研究维持英美烟草的“买入”评级，目标价从14.66令吉，上调至15令吉，并称核心净利3亿6110万令吉（按年降22.9%）高于预期，归因于销量增加而营运开销走低。

该研究机构今日在报告中指出，鉴于销量下滑，英美烟草料继续削减成本。

“英美烟草称计划在2020财年继续裁员。整个裁员计划预计将使每年节省约3500万令吉的成本。”

“此外，考虑到潜在市场规模的缩减，英美烟草在广告宣传上的支出将大幅减少。由于优质品牌Dunhill的高价位，我们预计消费者将继续转向低价烟Rothmans，后者占合法市场的份额已从2018财年初的3.2%，增至目前的6.7%。”

丰隆投行将2020和2021财年的盈利预测上调2.2和2.4%，以计入较低的营运开销。

“调高盈测后，基于贴现现金流（DCF）估值法，目标价由14.66令吉，增至15令吉。”

Tony-Pua

股票是游戏 发表于 31-1-2020 12:44 PM
还没跌破10.00.。。。

你收了几多，

现在不到12.00

RM 14.16 +1.46.........

股票是游戏

Tony-Pua 发表于 21-2-2020 03:22 PM
RM 14.16 +1.46.........

现在我要慢慢放了，

。。。有赚就好，

icy97

BRITISH AMERICAN TOBACCO (MALAYSIA) BERHAD

Date of change	31 Mar 2020
Name	MR HENDRIK STOEL
Age	51
Gender	Male
Nationality	Netherlands
Designation	Managing Director
Directorate	Executive
Type of change	Resignation
Reason	Mr Hendrik Stoel has opted for an early retirement therefore he will resign as Managing Director of British American Tobacco (Malaysia) Berhad ("Company").
Details of any disagreement that he/she has with the Board of Directors	No
Whether there are any matters that need to be brought to the attention of shareholders	No

Qualifications

No	Qualifications	Major/Field of Study	Institute/University	Additional Information
1	Degree	Marketing	Hanzehogeschool Groningen
2	Masters	Business Administration	University of Northumbria

Working experience and occupation

Erik was appointed as Managing Director of the Company in June 2016. Prior to his appointment, he was the Area Director North Asia Area, responsible for Korea, Taiwan, Hong Kong and Macau. He has now more than twenty years of international experience in the British American Tobacco (BAT) p.l.c. Group that spans across the London Head Office, Eastern Europe, Middle East and Asia Pacific markets. One of Eriks assignments was to serve as Marketing Director of the Company in 2010-2012 before moving to Korea as BAT Koreas Marketing Director.

icy97

BRITISH AMERICAN TOBACCO (MALAYSIA) BERHAD

Entitlement subject	Interim Dividend
Entitlement description	Fourth interim dividend of 33 sen per share (tax exempted under the single-tier tax system) amounting to RM94,224,900.00 in respect of the financial year ended 31 December 2019.
Ex-Date	05 Mar 2020
Entitlement date	06 Mar 2020
Entitlement time	04:30 PM
Financial Year End	31 Dec 2020
Period
Share transfer book & register of members will be	to  closed from (both dates inclusive) for the purpose of determining the entitlement
Payment Date	18 Mar 2020
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers	06 Mar 2020
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Announced Currency	Malaysian Ringgit (MYR)
Disbursed Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	Malaysian Ringgit (MYR) 0.3300

icy97

BRITISH AMERICAN TOBACCO (MALAYSIA) BERHAD

Date of change	01 Apr 2020
Name	MR JONATHAN DARLOW REED
Age	49
Gender	Male
Nationality	United Kingdom
Type of change	Redesignation
Previous Position	Director
New Position	Managing Director
Directorate	Executive

Qualifications

No	Qualifications	Major/Field of Study	Institute/University	Additional Information
1	Degree	Biochemistry	North East Surrey University

Working experience and occupation

From 2017 until current, Jonathan served as the Marketing Director in BAT Middle East South Asia. He is responsible for the sales and marketing efforts across 17 countries, where he focused on building a strong portfolio, route to market and activation capabilities across the Area on both FMC and New Categories as well as simplifying ways of working to deliver performance and efficiency.  He has more than twenty years international experience in British American Tobacco (BAT) p.l.c. Group spanning across multiple markets in Europe, Middle East, Asia and Australasia. Prior to his time in Dubai, he served in the Australasia market in 2015 and was responsible for driving the business turnaround in the South Pacific markets.  He was the Head of Brands in Bentoel Indonesia (2010-2015) and Marketing Director North Europe in BAT Denmark (2006-2010). Jonathan started his career in BAT UK in 1997 and held various marketing positions across all disciplines.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2020

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2020	31 Mar 2019	31 Mar 2020	31 Mar 2019
		$$'000	$$'000	$$'000	$$'000

1	Revenue	481,146	620,958	481,146	620,958
2	Profit/(loss) before tax	66,939	116,589	66,939	116,589
3	Profit/(loss) for the period	50,766	88,600	50,766	88,600
4	Profit/(loss) attributable to ordinary equity holders of the parent	50,766	88,600	50,766	88,600
5	Basic earnings/(loss) per share (Subunit)	17.80	31.00	17.80	31.00
6	Proposed/Declared dividend per share (Subunit)	17.00	30.00	17.00	30.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.2300		1.3100

icy97

BRITISH AMERICAN TOBACCO (MALAYSIA) BERHAD

Entitlement subject	Interim Dividend
Entitlement description	First interim dividend of 17 sen per share (tax exempted under the single-tier tax system) amounting to RM48,540,100.00 in respect of the financial year ending 31 December 2020.
Ex-Date	05 Jun 2020
Entitlement date	09 Jun 2020
Entitlement time	04:30 PM
Financial Year End	31 Dec 2020
Period
Share transfer book & register of members will be	to  closed from (both dates inclusive) for the purpose of determining the entitlement
Payment Date	18 Jun 2020
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers	09 Jun 2020
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Announced Currency	Malaysian Ringgit (MYR)
Disbursed Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	Malaysian Ringgit (MYR) 0.1700

股票是游戏

又要开始慢慢买进了，

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2020

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2020	30 Jun 2019	30 Jun 2020	30 Jun 2019
		$$'000	$$'000	$$'000	$$'000

1	Revenue	546,588	640,805	1,027,734	1,261,763
2	Profit/(loss) before tax	78,097	102,708	145,036	219,297
3	Profit/(loss) for the period	54,611	76,265	105,377	164,865
4	Profit/(loss) attributable to ordinary equity holders of the parent	54,611	76,265	105,377	164,865
5	Basic earnings/(loss) per share (Subunit)	19.10	26.70	36.90	57.70
6	Proposed/Declared dividend per share (Subunit)	18.00	26.00	35.00	56.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.2400		1.3600

icy97

BRITISH AMERICAN TOBACCO (MALAYSIA) BERHAD

Entitlement subject	Interim Dividend
Entitlement description	Second interim dividend of 18 sen per ordinary share (tax exempted under the single-tier tax system) amounting to RM51,395,400.00 in respect of the financial year ending 31 December 2020.
Ex-Date	06 Aug 2020
Entitlement date	07 Aug 2020
Entitlement time	04:30 PM
Financial Year End	31 Dec 2020
Period
Share transfer book & register of members will be	to  closed from (both dates inclusive) for the purpose of determining the entitlement
Payment Date	19 Aug 2020
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers	07 Aug 2020
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Announced Currency	Malaysian Ringgit (MYR)
Disbursed Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	Malaysian Ringgit (MYR) 0.1800

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2020

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2020	30 Sep 2019	30 Sep 2020	30 Sep 2019
		$$'000	$$'000	$$'000	$$'000

1	Revenue	627,518	584,344	1,655,252	1,846,107
2	Profit/(loss) before tax	83,834	108,821	228,870	328,118
3	Profit/(loss) for the period	63,742	83,131	169,119	247,996
4	Profit/(loss) attributable to ordinary equity holders of the parent	63,742	83,131	169,119	247,996
5	Basic earnings/(loss) per share (Subunit)	22.30	29.10	59.20	86.90
6	Proposed/Declared dividend per share (Subunit)	21.00	29.00	56.00	85.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.2700		1.3600

icy97

BRITISH AMERICAN TOBACCO (MALAYSIA) BERHAD

Entitlement subject	Interim Dividend
Entitlement description	Third interim dividend of 21 sen per ordinary share (tax exempted under the single-tier tax system) amounting to RM59,961,300.00 in respect of the financial year ending 31 December 2020.
Ex-Date	12 Nov 2020
Entitlement date	13 Nov 2020
Entitlement time	04:30 PM
Financial Year End	31 Dec 2020
Period
Share transfer book & register of members will be	to  closed from (both dates inclusive) for the purpose of determining the entitlement
Payment Date	25 Nov 2020
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers	13 Nov 2020
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Announced Currency	Malaysian Ringgit (MYR)
Disbursed Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	Malaysian Ringgit (MYR) 0.2100

icy97

Date of change	01 Sep 2021
Name	MR NEDAL LOUYA SALEM
Age	50
Gender	Male
Nationality	United States
Designation	Managing Director
Directorate	Executive
Type of change	Appointment

Qualifications

No	Qualifications	Major/Field of Study	Institute/University	Additional Information
1	Degree	Bachelor of Arts (BA) in International Business	George Washington University

Working experience and occupation

Prior to his appointment, Nedal was the Managing Director and Chief Executive Officer of Ceylon Tobacco Company PLC (CTC), Sri Lanka since 2019. During Nedals tenure, CTC achieved significant milestones in its corporate governance framework, talent strategy and ESG agenda with a specific focus on becoming the first seed-to-smoke end market to achieve carbon neutrality within BAT p.l.c. Group.He has more than twenty (20) years of international experience in British American Tobacco p.l.c. Group, spanning across nine markets in three continents. He has created a legacy of building strong and driven teams, growing globally-driven brands and successfully delivering results.He was the Head of Brands Marketing in Bentoel Indonesia (2017-2019) and the Director of Brands Marketing, Korea (2011-2015). Nedal started his career in British American Tobacco Middle East in 1998.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2021

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2021	30 Sep 2020	30 Sep 2021	30 Sep 2020
		$$'000	$$'000	$$'000	$$'000

1	Revenue	613,020	627,518	1,775,370	1,655,252
2	Profit/(loss) before tax	103,531	83,834	289,213	228,870
3	Profit/(loss) for the period	78,675	63,742	213,406	169,119
4	Profit/(loss) attributable to ordinary equity holders of the parent	78,675	63,742	213,406	169,119
5	Basic earnings/(loss) per share (Subunit)	27.60	22.30	74.70	59.20
6	Proposed/Declared dividend per share (Subunit)	26.00	21.00	71.00	56.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.3500		1.3100

icy97

BRITISH AMERICAN TOBACCO (MALAYSIA) BERHAD

Entitlement subject	Interim Dividend
Entitlement description	Third interim dividend of 26 sen per ordinary share (tax exempted under the single-tier tax system) amounting to RM74,237,800.00 in respect of the financial year ending 31 December 2021
Ex-Date	12 Nov 2021
Entitlement date	15 Nov 2021
Entitlement time	04:30 PM
Financial Year End	31 Dec 2021
Period
Share transfer book & register of members will be	to  closed from (both dates inclusive) for the purpose of determining the entitlement
Payment Date	25 Nov 2021
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers	15 Nov 2021
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Announced Currency	Malaysian Ringgit (MYR)
Disbursed Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	Malaysian Ringgit (MYR) 0.2600

icy97

BRITISH AMERICAN TOBACCO (MALAYSIA) BERHAD

Date of change	01 Nov 2021
Name	MR ANTHONY YONG MUN SENG
Age	49
Gender	Male
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Appointment

Qualifications

No	Qualifications	Major/Field of Study	Institute/University	Additional Information
1	Professional Qualification	Accounting	Chartered Accountants Australia and New Zealand	Chartered Accountants
2	Professional Qualification	Accounting	Malaysian Institute of Accountants	Chartered Accountants
3	Professional Qualification	Accounting	Malaysian Institute of Certified Public Accountants	Certified Public Accountant
4	Professional Qualification	Financial Analyst	Chartered Financial Analyst Program, Passed Level II

Working experience and occupation

Mr. Anthony has broad international background having served as Chief Financial Officer and other senior roles with responsibility for Finance, Strategy and Transformation around Asia and Europe regions.  Prior to his appointment, Mr. Anthony was the Corporate Finance Controller of British American Tobacco South East Asia since 2017. He was the Chief Financial Officer of Asia Lhoist (2015-2017).He was the Finance Director of British American Tobacco Bangladesh (2011 - 2014), Head of Finance of British American Tobacco Switzerland (2008 - 2011), Head of Marketing Finance of British American Tobacco Malaysia (2006 - 2008), Head of Corporate Planning/Corporate Finance of British American Tobacco Malaysia (2005 - 2006). Mr. Anthony joined British American Tobacco Asia Pacific Region in 2000 as Regional Finance Manager after eight (8) years in KPMG.

Date of change	31 Oct 2021
Name	MR IGNACIO BALLESTER
Age	48
Gender	Male
Nationality	Italy
Designation	Executive Director
Directorate	Executive
Type of change	Resignation
Reason	Mr Ignacio's international assignment to the Company will be concluded on 9 December 2021. Hence, he resigned as the Non-Independent Executive Director of the Company on 31 October 2021.
Details of any disagreement that he/she has with the Board of Directors	No
Whether there are any matters that need to be brought to the attention of shareholders	No

Qualifications

No	Qualifications	Major/Field of Study	Institute/University	Additional Information
1	Others	Business	INSEAD The Business School for the World, Fontainebleau, France	General Management Programme
2	Masters	Masters in Business Administration	IDEA, (Instituto para el Desarrollo Empresarial de la Argentina) Graduate School of Business, Argentina
3	Degree	Degree in Business Administration	School of Economics University of Buenos Aires, Argentina

Working experience and occupation

Ignacio was appointed as the Non-Independent Executive Director and Finance Director of the Company on 9 December 2019. Prior to his appointment to the Company, Ignacio was the Area Finance Director, Chief Financial Officer (CFO) and Chief Information Officer for British American Tobacco South America Cluster where he lead the Finance and Information Technology Departments for a group of seven companies/ countries (Argentina, Chile, Peru, Paraguay, Uruguay, Bolivia, and Ecuador). During this time, Ignacio was also the President of the Board for British American Tobacco Chile. Ignacio started his career in British American Tobacco Argentina in 1996 and he held various finance positions with assignments in various countries.