Japan/Tobacco/Reduced-Risk-Products: JT's Ploom Guns for IQOS's Crown With Price War

Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<p>We visited Yoyogi Park in Tokyo last weekend with the hope of relishing some fresh seafood at the annual Hokkaido Food Festival. But the long queues in front of every food stall assured us that it would take more than an hour to lay our hands on any of the delicacies and so, naturally, we made our way to the beer stands where the wait was a little less than five minutes for a glass of cold craft beer. What caught our eye in the midst of all the commotion was the IQOS smoking stands that were…</p>

We visited Yoyogi Park in Tokyo last weekend with the hope of relishing some fresh seafood at the annual Hokkaido Food Festival. But the long queues in front of every food stall assured us that it would take more than an hour to lay our hands on any of the delicacies and so, naturally, we made our way to the beer stands where the wait was a little less than five minutes for a glass of cold craft beer. What caught our eye in the midst of all the commotion was the IQOS smoking stands that were…

Friday Musings - IQOS: License to Smoke…Anywhere?