Imperial Brands (IMB LN): Trade Ideas for a Potential Sale of Logista (LOG SM)
Imperial Brands (IMB LN) lacks some of the world class brands that both Philip Morris (Marlboro, LM and Philip Morris) or BAT (Lucky Strike, Pall...
323 Views
Japan Tobacco: No Dire Consequences Despite Late Entry to Heated Tobacco
Late entry to Japanese heated tobacco market resulted in Japan Tobacco (2914 JP) losing market share to peers New product launches to give Japan...
248 Views
Tobacco: A Framework for Analyzing the Sin Sector from an ESG Perspective, with a Focus on ITC
Contrary to the perception that the rising adoption of socially responsible investment practices has caused Big Tobacco to be shunned by portfolio...
1.5k Views
Don't Stub This Butt!!!
The bear arguments for not owning tobacco are beginning to sound like scratched LP records to us. It is all in the price, as they say. It would be...
216 Views
Japan Tobacco (2914)--Getting Crushed by Philip Morris
Japan Tobacco (JT) reported disappointing FY17 results and under-consensus FY18 outlook on February 6th, but at the analysts meeting the following...
253 Views