Auditor Consultant's comment on BAT. All Comments

Auditor Consultant
10 Like · Reply
bat to stop selling vape products from q3 2025

then the guru known as Gxxxxxxx 打脸了

之前他信誓旦旦说稳稳吃米粉,结果他的徒子徒孙付了价格不小的年费

他的徒子徒孙很多在10块以上的价格的
会不会变韭菜

那么他要怎么交代。他就不怕啦因为很多会员给他年费算计起来是几百千的年费,可怜他的会员,给他带去荷兰了哦

之前哪个大师guru 还说鬼佬带领的公司肯定精英,肯定言出必行。

我只知道有句成语叫鬼话连篇。

not sure if the revenue will keep eroding from time to time

阿弥陀佛。。。
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Cathie Burry
I only check this stock every now and then—just to confirm it’s still proudly marching downhill. Hopefully, his followers are starting to catch on to how stellar his stock picks really are, and maybe—just maybe—they’ll stop using the whole 'Warren Buffett approach' as a group therapy mantra for their sinking portfolios.
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1 Like · 2 weeks · translate
林明德
Dividen 75 ringgit makan nasi kandar tak lepas dulu 200ringgit 1lot.
1 Like · 2 weeks · translate
Auditor Consultant
Cathie Bury

I believe the guru should refund all subscription fee to his students

he made big mistakes but yet did not want to admit his mistakes

still taking the pride that he is the advocate of value investment

no cut loss because to his Bible of long term. investment
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2 Like · 2 weeks · translate
Cathie Burry
Has he already gone all in? If not, deep down, he's probably shattered. But hey, admitting that he is wrong would be like expecting a narcissist to apologize—highly unlikely!
1 Like · 2 weeks · translate
Cathie Burry
Asking him for a refund? That's like expecting a cat to bark. And his die-hard supporters? They'll probably say, 'We invested of our own free will; he's got nothing to do with it
Like · 2 weeks · translate
Auditor Consultant
bat share price will go down to below 5 very soon

of next quarter result is not as expected

I could foresee erosion in profit, and hence eps

then decreasing dividend payout

then share price will plummet for sure

when pnl is not good

the future of bat is quite pessimistic
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1 Like · 2 weeks · translate
Auditor Consultant
I am. waiting for the guru to proudly show his loss making portfolio

I am doubt if he still holds

he claimed that he will not cut loss 1

hold long term

curious now
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1 Like · 2 weeks · translate
Tteffub Nerraw
Can i know the name of the rich guru?
1 Like · 2 weeks · translate
Auditor Consultant
I not dare to say because I don't wanna attract attack from. his loyal followers

he claimed to have performed better than lot of ppl

his book got lot of principles or theories

but in actual to what extent he really. practise and are his so called principles practical and feasible in Bursa

well let the market judge him
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1 Like · 2 weeks · translate
Remmy Jr
Sunset industry.
Like · 2 weeks · translate
Auditor Consultant
another things which trigger alarm is that

for 31 Mar 25 the operating cash flow is in negative 140k, this is an indicator of poor operation management

the resulting of net cash flow was due to RC draw down of 200k

I am not sure if I can assume that BAT paid dividends using ST Loan

cash flow not nice, eroding eps

really Donno Wat to say

how about those institutional investor or fund house
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1 Like · 2 weeks · translate
Auditor Consultant
see the changes in working capital

I Donno how they managed their OCF

to the extent that cash flow was tied

and need to get RC drawdown

effectively I am. not sure if it is practically right to say

dividend is financed via Loan

my 2 cents

maybe I am. wrong
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1 Like · 2 weeks · translate
Auditor Consultant
another question in my mind is that

I am not sure if the goodwill value is still as per the books

understand the goodwill arose from acquisition of Malaysian tobacco berhad and the value in use has been compared with the recoverable amount

the RA is based on 10 years projection of cash flows after factor in the discount rate

though there is no right or wrong due to assumption used, I hold my reservation on the carrying value of the goodwill

really prudent or not for no impairment
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Like · 2 weeks · translate
Auditor Consultant
last but not least in next agm

shareholders could give pressure to mgt to show all

monthly average holding stock in value and turnover in days by month

what is the par stock

why cash was tied with higher inventory

and also can ask mgt on long term plan

any strategy to cut down loan

conventional finance can no longer work

operational finance should play the role

every cent invested should produce reasonable ROI

my 2 cents
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Like · 2 weeks · translate
Auditor Consultant
I guess more and more people will dump from day to day

more ppl to cut loss

one of my friends is one of the victims of the guru

cut loss and made huge losses
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1 Like · 2 weeks · translate
Chin Hau Jett
Another newton’s story
1 Like · 2 weeks · translate
KenT
siapa o...
Like · 2 weeks · translate
Tteffub Nerraw
tulip flower
Like · 2 weeks · translate
Auditor Consultant
not sure if it is a rumour or truth

got info that Q2 2025 performance is also not as expected

will be lower and worse than Q2 2024

if this is the case, then BAT is falling down

then price now will be higher d

further profit erosion will result in even lower confidence

RM4 is not Impossible

many will slowly run and cut loss if possible

very pathetic dividends due to profit erosion

every quarter this counter might be a disappointment to lot of ppl

no e cigar, how to increase profit
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Like · 1 week · translate
Auditor Consultant
More and more countries will be banning due to health awareness. This will lead to shrinking of market size. BAT cannot survive when cost is increasing while the sales market is shrinking. How to afford to pay higher paid employee esp. those low to mid and top management salaries
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Like · 1 week · translate
Auditor Consultant
In 2025, vaping remains illegal or heavily restricted in several countries, including Argentina, Brazil, Cambodia, India, Laos, Malaysia, Mauritius, Qatar, Singapore, Sri Lanka, Suriname, Syria, Thailand, and East Timor. Singapore, Thailand, and Cambodia have complete bans on e-cigarettes, while Malaysia allows states to control sales. Some countries, like France and Germany, are also considering bans on disposable vapes.
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Like · 1 week · translate
Auditor Consultant
Legal Cigarette consumption in Malaysia has been declining steadily due to increased awareness of health risks and stricter regulations, however the industry still remains profitable as the hike in prices offsets the losses made by lower volume sales. So, do you think Consumers or Smokers want to patronise licenced or legal cigarettes or will switch to smuggled smoke where the price is relatively low. Bad bad bad for BATMAN
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Like · 1 week · translate
Auditor Consultant
每天一步一步慢慢下,迟早也会下到4块钱的

若下一季交不出好业绩

投资情绪肯定会更加负面了哦

3块也会到
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2 Like · 1 week · translate
Rimuru
公司现金季度开头现金只有35M,光是买货就要去掉86M,在现金流这么紧张的情况下还要派息42M。公司没钱怎么办,结果就只能再去借200M来。
这个现金流报表透露出来的讯息真是令人忧心。
Like · 1 week · translate
Auditor Consultant
借钱来给股息,这种做法股东们没有提出质疑

这个是开倒车

这种的管理层做法,我个人不认同啦

看看operating cash flow 看看changes in WC

你们会有很多疑问

所以呢问题很多
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Like · 1 week · translate
Auditor Consultant
还会有排下

怎么bat 没有sbb 扶盘

若是下一季继续派息然后借钱周转,那么真的没有药救了
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Like · 1 week · translate
Rimuru
如果董事会有心要逆转公司的困境,通常手法都差不多,请一个新的CEO,换掉管理层,卖掉或关掉不赚钱的非核心业务,暂停Capex,裁员和部门合并,暂停派息,降低财政债务压力,探索新赛道。

不过看起来这家公司的做法是,他们觉得要逆转困境太难了,走私烟和电子烟也不是公司能解决的问题,反正有一天过一天,有钱就借,有钱就派。
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1 Like · 1 week · translate
Cathie Burry
Hey Auditor, how’s our brave investor guru doing? Still buying like it’s Black Friday, or has he finally found the panic button and start selling? Is he down more than 2 mil from that glorious 4 million portfolio?
1 Like · 6 days · translate
Auditor Consultant
I am curious on his portfolio

can the guru show to everyone his bat position as of now

since he said he will not cut loss and he is the guru of fundamental analysis, and value investment

I wanna see how he defines value investment when value keeps on eroding
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2 Like · 6 days · translate
Tteffub Nerraw
Guru portfolio? Typically Guru main portfolio is student tuition fee. I never heard Guru show their portfolio before. XD
1 Like · 6 days · translate
Auditor Consultant
last time he likes to show a lot when making money

now I am waiting for him to show
1 Like · 6 days · translate
Tteffub Nerraw
Your guru is Harry?
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KenT
many stock guru flip car this year
Like · 6 days · translate
Auditor Consultant
not Harry... that guru also sold his book and importantly very proud of his software which is used to pick stock

that guru always talked about his past Bimb WA

Hahahha

that guru did not only invest heavily in bat but also GEnting
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1 Like · 5 days · translate
YangMing Kan
不是guru的人不会那么高调讲自己赚钱的啦,冷眼 第一天有吹自己赚钱meh
2 Like · 5 days · translate
LYL
看了美国的BAT 股价一直破新高,马股的BAT 一直破新低,真的太讽刺了。
Like · 5 days · translate
Auditor Consultant
人家说其他的guru 是课程老

他说他不算,因为他给你用他的software

Hahaha

而且他免费在群里分享他的tips

而且我听说群里还有群的哦

他给的service 因人而异的哦

哈哈哈哈哈,他是课程老的guru

因为他比市场课程老更加的够力
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2 Like · 5 days · translate
Tteffub Nerraw
我对“GURU”的定义是:他会让人觉得,只要照着他那一套所谓的秘诀来做,投资赚钱就好像很容易。他可能会讲什么秘密公式、神图表、特别平台,甚至说有了CFA/Degree就稳赢。结果就是,他的学生会把全部钱砸进去一两只股票,以为自己包赢。但其实那个“GURU”自己只投了他净资产的10%到20%而已。
Like · 5 days · translate
YangMing Kan
你说的都符合他所作。只是可惜他自己也吧大部分资产投入股市,尤其是一半身家买了Bat。
1 Like · 5 days · translate
Tteffub Nerraw
聪明反被聪明误,
机关算尽自缠住。
盲人领路人跟随,
一步错来步步输。
1 Like · 5 days · translate
Auditor Consultant
到现在为止,我依然相信他不会认错哦

因为有很多徒子徒孙每年给他送现金流

所以啊那些,unrealised loss 他几乎可以不必理会

以其说他股市赚大钱

不如说他卖subscription fee 赚大钱

希望他有报税,不然分分钟LHDN 会慢慢找到他

以他吝啬抠门的性子,我猜测他不会报税
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3 Like · 5 days · translate
Auditor Consultant
the price will continue to plummet

because I got info that certain group of people started to cut loss and dump the shares

if this is true

RM4 is very very near d or even below RM4
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3 Like · 4 days · translate
KC Chiok
business outlook really glooming for BAT, not surprise the stock price is reacting to the investor sentiment, don't think it will climb much till year end, just hope it will stop dropping
1 Like · 4 days · translate
Yike
dunhill really xsedap Liao meh
Like · 4 days · translate
KC Chiok
vape is cheaper! high faster! die faster too
Like · 4 days · translate
Yike
vape got byk flavour big market
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Rimuru
哦,你们说的老师,我有时会在FB遇到他,一直会吹自己以前他曾经讲过什么股升,还推荐什么自己开发的软件。
2 Like · 3 days · translate
Auditor Consultant
他都不在乎啊,因为有一群徒子徒孙给他每年送几十万马币

根本不需要在乎赚不赚钱

股市赚钱是次要,卖软件使用权是主要
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4 Like · 3 days · translate
Auditor Consultant
那些跟随他买的,很多个已经开始后悔,所以每天都会有人一点一点cut loss 抛售

或许他也有偷偷cut loss..

希望他的徒子徒孙会清醒

别再盲目跟从他了

一个只会盲目跟随软件formula 的it engineer 怎呢能够带领他们安全投资股市赚钱呢

我估计这个quarter 业绩也不会怎么好

清醒吧,孩子们

我等着见证4块以下呢
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5 Like · 3 days · translate
Yike
dunhill 沒有口味 ,只是 比較 香而已
1 Like · 3 days · translate
Auditor Consultant
颜面堂皇讲致富,
国人蜂拥买软件。
安心的只是他自己。

简单投资致富梦,
说得轻松亏得重。
套牢一片听直播,
笑到最后卖课人。
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3 Like · 3 days · translate
Auditor Consultant
copy from someone... really correct o... many ppl are too naive already .. in the past his success he will never ever admit others contirbution of info to him.. in his book he totally forgot to mention some good comrades that helped him to get info and anlyse in the past... good la.. now this is the return to him.. more to plummet... RM3 is not impossible
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4 Like · 3 days · translate
SIN YING FONG
好诗好诗。。。懂的都懂。
1 Like · 2 days · translate
馬拉ck
会跌倒1快吗…….@@
1 Like · 2 days · translate
Yike
真的bbq 了 ,年輕一代 吸vape 以較多
1 Like · 2 days · translate
Auditor Consultant
马拉Ck 你觉得呢

那个guru 在2023年信誓旦旦告诉人家

2023年底飞到20块不是梦呢

他继续做梦吧,或许他创造很多梦幻之谈来误导很多人买进然后推高价格

好让他套利离开

其实他真的don't care

RM1800 per annum for 1 member, he has 200 plus minus member

he doesn't care

bcoz main income is subscription fee
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Like · 2 days · translate
YangMing Kan
你一直讲讲讲,现在人家说是你的嘴巴害到股价大跌。他很看得起你。千错万错,反正不是他选到烂基本面公司的错。
1 Like · 2 days · translate
Auditor Consultant
brother 你还记得啊

他的性格

哈哈哈跌了就是人家说到跌的

若飞升的话,他说是他眼光好,他的选择对

哈哈哈。。他说过他不会cut loss 因为他说他是价值投资

哈哈哈 eps keep on eroding 我也不了解他对价值投资的定义在哪里啦

bro 他的徒子徒孙肯定很讨厌我咯

因为很多人相信他,说我的负面言语,影响股市情绪

哈哈哈哈,我太powerful 了
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2 Like · 2 days · translate
馬拉ck
沒人可以左右股價 除了莊家 哈哈哈
AC 你是大庄
Like · 2 days · translate
Yike
這種 圖 有點狠 , 好像要delisted
Like · 2 days · translate
Auditor Consultant
马拉Ck

现在不是庄家要他跌

是市场放弃他了

我知道很多人都开始抛售了

这颗真的是计时炸弹

今天会不会跌到 4.3x 呢

看看bat 总公司也没有来扶盘

什么做法呢

老实说合法传统香烟真的过时了

这个q2 2025 成绩我敢断定业务费还是一样居高不下,虽然销售额已经没有达标

这里不是那个guru说的嘛,是精英部队的所在地

很多精英,但是搞不懂为何working capital management 和operating CF 非常非常的烂

这是我做了16年会计和咨询服务领域,我看到外资公司里面最烂的cash flow 之一了

或许我不会看,好吧,就让市场给那个软件老大开眼界
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Like · 2 days · translate
Yike
那麽激動麼, 只是 畫畫而已, 畫條龍也可以
Like · 2 days · translate
Yike
覺得 這個 bot template 沒辦法 畫 複雜的, 都是重复 一樣 pattern 而已
Like · 2 days · translate
Auditor Consultant
庄家都不丢票了

哈哈停留在4.41

我认识的一个股友说那个guru 有叫一部分的人,或许是比较有钱的人,继续捞底

说稳稳今天不会跌破 4.40

说今天是四巫日

不会再跌了,叫人家快快大量买入,推高呢

guru 说今年年底,飞上10块以上不是梦啊
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2 Like · 2 days · translate
Yike
有點難了, 除非 也搞 vape
1 Like · 2 days · translate
Cathie Burry
AC, so did the guru actually put his money where his mouth is, or just good at giving advice? Maybe ask your friend how many shares he’s actually holding now?
Like · 2 days · translate
Auditor Consultant
actually I am more interested to know the BAT position of the super guru

Hahha bcoz he once told ppl he is super confident this is a good and solid stock

so I wanted to see if he keeps on adding bat or dumping instead

hahhahah very very Curious ler

he is guru that wrote the book with lot of principles

I have his book but I feel like the book is overpriced and not reflecting overall story esp on the BIMB WA arbitrage
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2 Like · 2 days · translate
Cathie Burry
LOL AC, it’s already sinking below 4.40 and a wall of selling’s lining up nicely. Yeah, go check how many shares the guru’s still clinging to—last I heard, he had about 200k. Might be less now, who knows.
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Like · 1 day · translate
Auditor Consultant
cathie burry

okay la 4.37 at least not too bad to go down to 4.20 like the uncle's prophecy

but next week, I know there are a lot of retail investors continue to prepare to dump

so 4.2x or 4.1x or below 4 is not impossible

every week plummet gradually

eventually will drop to be on Par with the nta
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Like · 1 day · translate
Rimuru
原来他在大推这支股。真好奇他喊买进的理由和依据是什么?
1 Like · Yesterday · translate
Auditor Consultant
推高了,有些人可以套利然后割韭菜

市场就是自私的嘛
Like · Yesterday · translate
BDM 1999
alamak!跌到这个价格, 原本的大排档会员福利应该是没有了,大师煮 maggi 面请徒弟徒孙吃。
Like · Yesterday · translate
Yike
dunhill 只是 香 ,vape 有很多口味
Like · Yesterday · translate
Cathie Burry
AC, When you really look at this guru’s behavior, it’s honestly disturbing. He knows the stock is in a long-term downtrend, yet he keeps pushing people to buy , just to serve his own self-interest. He preaches long-term investing and claims it’s all “simple,” but what he’s really doing is leading people into a trap while he benefits.

He even flaunts his so-called “powerful software” like it’s some secret weapon, when it’s clearly just part of the sales pitch. He’s not guiding anyone but he’s using them.

And frankly, I believe reality has already hit him. He can’t even afford to send his kids overseas, so now he’s out here hyping up how great the local university is, as if that was always the plan.

I truly hope his followers see through the lies. He may think he’s winning now, but karma never forgets.
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2 Like · Yesterday · translate
KC Chiok
the only Guru that help is Guru Sekolah, the rest of Guru, just want to take advantage of society
1 Like · Yesterday · translate
BDM 1999
ok 啦!他有种很多番薯和香蕉,没事没事。
1 Like · Yesterday · translate
Water Park
otw to penny, shrinking market day by day
1 Like · Yesterday · translate
Auditor Consultant
Cathie Bury

that group got some members who are very angry and disappointed with the guru strategy

some said wanna collect evidence and reported to LHDN to perform investigation on whether he did report all his subscription fee income to LHDN

more drama to watch

of cos that guru Donno who will whistleblow but I got info that there are several members who are disappointed with the direction he gave which led to big losses for many members
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1 Like · Yesterday · translate
Ying Fern Khoo
Management seriously need to do something ...
Like · Yesterday · translate
Auditor Consultant
what management need to do

1) stop paying dividend until bat has attained financial and operational transformation

2) stop hiring or do downsizing of employees because certain positions or dep will become redundant after the creation to sell e cigar

3) stop using Revolving Credit or ST Loan

4) Tight control on Working Capital Management like ensuring sound inventory and receivable controls

my 2cents

I know once stopping dividend the price will drop further to below 2
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Like · Yesterday · translate
Auditor Consultant
typo number 2

should be cessation

not creation

last but not the least, I could foresee q2 will not be doing well

meaning not meeting expected plan result

market sentiment will be quite pessimistic

share price will plummet further
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Like · Yesterday · translate
Yike
last minute let's short to limit down price
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馬拉ck
ac..dont about software master and bat d. 不打落水狗了..哈哈
. find other stock which can let us earn together....
Like · Yesterday · translate
Tteffub Nerraw
Honestly, the only way BAT can survive is if the opposition wins and they change the health minister. Now almost every corner in malls is smoke-free...it’s a mission just to find a place to smoke. Most people end up puffing at home… and if you live in a condo, sure enough, someone will complain about their downstairs neighbor smoking. XD
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Like · Yesterday · translate
BDM 1999
说到底,大师只带你们去荷兰,让你们面对金钱上的损失,吸烟则有害健康,会让你们失去生命,所以珍惜生命,远离吸烟和大师。
1 Like · Yesterday · translate
Tteffub Nerraw
住在车流量大的城市,比抽烟还危险。
Like · Yesterday · translate
Tteffub Nerraw
A guru is often someone who didn’t do well in the real world, so they end up becoming a teacher. Many so-called experts have never faced the real battlefield.

A student who scores straight As might have a higher chance of succeeding in life compared to others...but nothing is guaranteed.

I remember there was a guy named Augustine Cheng. He believed that having multiple degrees...law and civil engineering...qualified him to be a great stock investor. Anyway, he just worked as a full time math teacher. Book smart doesn’t always mean market smart. XD soon, see he will.
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Like · Yesterday · translate
Cathie Burry
The shameful guru shouts ‘buy the dip’ like a Messiah, but doesn’t even trust his own words, didn’t buy at RM 6,5,4.4, and didn’ show proof, nothing. Meanwhile, he’s been bleeding his EPF dry, bragging his returns are better, but won’t even dare show his portfolio. Total coward. And those blind followers? Still worshipping him like he’s some market messiah. Now he’s suddenly scrubbing all the flashy ads from Facebook and his website, clearly panicking before LHDN drags him in to explain years of undeclared subscription income. Classic fraud vibes.
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1 Like · 21 hours · translate
Tteffub Nerraw
The stock market will humble even the richest and smartest man. XD
It doesn’t care about your confidence, your status, or your IQ. It only respects cash flow, timing, and reality. Stay humble. Survival comes first.
1 Like · 21 hours · translate
BDM 1999
他说不贪心,平均每年回酬 12%,胜过公积金和很多投资基金了,每每看中了的股都会重仓分三批每跌 10%
就买进,越便宜就代表股息越高,这个 Bat 应该是收他命了。
1 Like · 20 hours · translate
Auditor Consultant
分分钟他已经偷偷cut loss 了咯

我知道他也有叫人家捞底云顶

哈哈

他的选择已经反映出他分析财务经济的能力了啊

我还是希望他会show show 他的bat portfolio

因为他说过他不会cut loss 的

还有啊,我真的希望他的会员们可以跟他拿回几年的subscription fee

因为他带人家去荷兰啊
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1 Like · 20 hours · translate
Tteffub Nerraw
我看过他写的书……他说他想把他的秘密传给他女儿……我觉得现在已经不需要了咯。
1 Like · 19 hours · translate
Yike
還不如 short 馬屁, 穩賺
1 Like · 19 hours · translate
Yike
那些 菊花 天天 偷偷印了 放在safe house
Like · 19 hours · translate
Kevin Tam
BAT will stop selling Vape products in Q3 2025? Latest news ?
Like · 6 hours · translate
Auditor Consultant
it is not news, it is an announcement. I fully support their decision to stop e-Cigar which is even more hamrful than the conventional type
Like · 6 hours · translate
Auditor Consultant
Typo, it is not only on the news but also openly on the announcement already. Good to witness this because it is very harmful to the next generation. Stop smoke is a good move. Just like recently Singapore there got 1 bar, start to initiate Coffee Pub, non-alcoholic Pub or Bar which is a good start to slowly reduce people consumption on alcohol
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Like · 6 hours · translate
Auditor Consultant
颜面尽失空长叹,
国中自吞苦果寒。
安知韭菜丛中泣?
本欲生财残本金。

*hahaha* sharing from a person in his group
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2 Like · 4 hours · translate
Auditor Consultant
颜面尽失夸富梦,
无知信徒跟他冲。
耻说投资要简单,
亏到怀疑人生痛。

说好致富变大亏,
公积金绩更出类。
嘴喊抄底信心满,
自己一股都没追。

组合不敢晒出来,
虚伪假面谁揭开?

*hahahah* laugh ?????????
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1 Like · 4 hours · translate