Japan Tobacco

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  • uploads///Q Geographic presence
    Consumer

    Will Brexit Vote Impact Philip Morris’s European Union 2Q16 Results?

    After the Brexit referendum, Philip Morris’s risk exposure increased compared to other tobacco companies.

    By Penny Morgan
  • uploads///Q American Snuff Overview
    Company & Industry Overviews

    Reynolds American’s American Snuff: Higher Pricing for 1Q16

    Reynolds American’s (RAI) 1Q16 revenue for the American Snuff Co. increased by 7.5% to $0.22 billion compared to $0.20 billion in 1Q15. The increase was primarily due to higher pricing.

    By Penny Morgan
  • uploads///Q EPS overview
    Company & Industry Overviews

    Reynolds American: Reported Earnings Up by 591.7% in 1Q16

    Reynolds American (RAI) released its 1Q16 earnings on April 26, 2016. The company’s adjusted diluted earnings per share rose by 16.3% to $0.50 per share in 1Q16.

    By Penny Morgan
  • uploads///Q Stock Price overview
    Company & Industry Overviews

    Reynolds American’s Stock Price Has Risen by 9.8% Year-to-Date

    During 1Q16, Reynolds American’s board approved an increase of 16.7% in its quarterly cash dividend to $0.42 per share, or an annualized $1.68.

    By Penny Morgan
  • uploads///NAS brand
    Earnings Report

    RAI’s Awareness Campaign for Its Natural American Spirit Brand

    Reynolds American’s (RAI) Santa Fe Natural Tobacco Company’s Natural American Spirit brand aligns with consumers seeking authentic products. The company notes that Natural American Spirit brand is made of natural, additive-free tobacco.

    By Penny Morgan
  • uploads///Up Trading Overview
    Company & Industry Overviews

    Reynolds American: Demography of Adult Tobacco Consumers in the US

    Reynolds American (RAI) expects cigarette volumes to be down, closer to the -2% range for the year. RAI noted that consumers are moving into premium brands at the expense of value or discount brands in the US.

    By Penny Morgan
  • uploads///Portfolio Breakdown of the MJFOX
    Fund Managers

    MJFOX: What Changes Did the Fund Make in 2016?

    Industrials and the two consumer-focused sectors—consumer discretionary and consumer staples—form the backbone of MJFOX. These three combine to form 56% of the portfolio.

    By David Ashworth
  • Company & Industry Overviews

    Near Flawless Stock Picks: Smart Moves for HJPNX in 2016

    The industrials sector was the star performer, which helped HJPNX post a stellar performance in the first four months of 2016.

    By David Ashworth
  • uploads///Q Smokeless overview
    Earnings Report

    How Did Altria’s Smokeless Products Segment Perform in 1Q16?

    Altria Group’s (MO) smokeless tobacco product segment’s net revenue rose 11.4% in 1Q16 to $0.5 billion versus $0.4 billion in 1Q15.

    By Penny Morgan
  • uploads///Q EEMA Region
    Earnings Report

    Philip Morris’s 1Q16 Shipment Volume Declined in Russia

    PM’s increase in revenue on a constant currency basis was primarily due to favorable pricing of $0.1 billion, driven by Russia and Turkey, and partially offset by Ukraine.

    By Penny Morgan
  • uploads///Q valuation
    Earnings Report

    What Could Philip Morris’s 1Q16 Results Do to Its High Valuation?

    As of April 6, Philip Morris and Altria were trading at higher valuations relative to the S&P 500 Index and the Dow Jones Industrial Average.

    By Penny Morgan
  • uploads///Innovation Q
    Macroeconomic Analysis

    Can Innovative Products Help Tobacco Companies?

    The mounting increase in health consciousness poses a growing threat to the tobacco industry. Companies are investing heavily in innovative products.

    By Penny Morgan
  • uploads///Q EEMA Region OV
    Earnings Report

    PM Is Increasing Prices in Russia due to the Weakening Ruble

    PM’s rise in revenue in Eastern Europe, the Middle East, and Africa was primarily due to favorable pricing driven by Russia, Turkey, and the Ukraine.

    By Penny Morgan
  • uploads///Saturation
    Macroeconomic Analysis

    Acquisitions are Increasing the Tobacco Industry’s Concentration

    The tobacco industry’s concentration increased further after Reynolds American (RAI) completed its acquisition of Lorillard and related divestitures to Imperial Tobacco.

    By Penny Morgan
  • uploads///Stock Price
    Earnings Report

    Reynolds American’s Stock Price Falls after 3Q15 Earnings

    Reynolds American’s stock price fell after it released earnings. The stock price fell 2.3% to $48.35 on October 27, 2015, after the results were released.

    By Penny Morgan
  • uploads///American Snuff
    Earnings Report

    Reynolds American’s 3Q15 American Snuff Company Results

    Reynolds American’s 3Q15 revenue for the American Snuff Company rose ~4% to $0.22 billion in 3Q15 compared to $0.20 billion in 3Q14.

    By Penny Morgan
  • uploads///Valuations
    Earnings Report

    Philip Morris’s 3Q15 Market Valuation and the S&P 500 Index

    As of October 16, Philip Morris is trading at a higher valuation than the S&P 500 and the Dow Jones Industrial, with a 18.6x forward earnings PE multiple.

    By Penny Morgan
  • uploads///EEMA Region
    Earnings Report

    Why Philip Morris’s EEMA Region Saw Revenue Wobbles in 3Q15

    Philip Morris’s 3Q15 revenues from the EEMA region decreased by 13.8% to $2.1 billion due to an unfavorable currency impact of $0.6 billion.

    By Penny Morgan
  • uploads///RJR Tobacco
    Company & Industry Overviews

    Reynolds American’s Largest Operating Segment: R. J. Reynolds Tobacco

    R. J. Reynolds is Reynolds American’s largest operating segment. Its brands include the two best-selling cigarettes in the US, Camel and Pall Mall.

    By Penny Morgan
  • uploads///Divestitures
    Company & Industry Overviews

    The Lorillard Merger: Reynolds American’s Divestitures for Completion

    Reynolds American’s acquisition of Lorillard came with some related divestitures of cigarette brands like Winston and Kool to Imperial Tobacco Group.

    By Penny Morgan
  • uploads///RAI JAPAF
    Macroeconomic Analysis

    Japan Tobacco Buys Assets from Reynolds American for $5 Billion

    On September 29, Japan Tobacco (JAPAF) (JAPAY) announced it has entered into an agreement with Reynolds American (RAI) to acquire international rights to Natural American Spirit for about $5 billion.

    By Penny Morgan
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