JAPAF News and Press, Japan Tobacco From 02/10/21

The following slide deck was published by Japan Tobacco Inc. in conjunction with their 2020 Q4 earnings call. For further details see: Japan Tobacco Inc. 2020 Q4 - Results - Earnings Call Presentation

Japan Tobacco (JAPAF): FY GAAP EPS of ¥174.8.Revenue of ¥2.09T (-3.8% Y/Y)Press Release For further details see: Japan Tobacco reports FY 2020 results

PM results yesterday showed resilient 2020 earnings, despite COVID-19, and a 2021 EPS growth outlook of 15% (at mid-point, including FX). Strong IQOS growth and efficiencies helped margin expansion in 2020, keeping earnings stable despite lower volumes and FX headwinds. Management...

Japan Tobacco has tried to buy growth via acquisitions over the last decade, but this strategy no longer works. The domestic business continues to decline in profitability, and attempts to diversify have led to no tangible returns. With no clear strategy in sight to capture long-t...

All eyes are on the retail price increase and the RRP sales contribution in Japan Tobacco's home market Japan. Foreign exchange movements and down-trading for Japan Tobacco's international tobacco business are also in the spotlight. Japan Tobacco's high dividend yield is a key fac...

We review Imperial Brands again after the shares hit a new 52-week low, now trading at less than 5x EPS and a 11.2% Dividend Yield. Management now expects FY20 EPS to be down 7% year-on-year (after currency), and Next Generation Products sales to be down 30%. Q3 2020 results from ...

Japan Tobacco Inc. (JAPAF) Q3 2020 Earnings Conference Call October 30, 2020 4:00 AM ET Company Participants Naohiro Minami – Chief Financial Officer Conference Call Participants Presentation Naohiro Minami Good evening, and thank you for joining today's call. I'm Naohiro Minami, Chief...

The following slide deck was published by Japan Tobacco Inc. in conjunction with their 2020 Q3 earnings call. For further details see: Japan Tobacco Inc. 2020 Q3 - Results - Earnings Call Presentation

Tobacco companies will start reporting results this week, with Imperial Brands' update on Thursday. We outline 4 key questions for investors. One question is how U.S. cigarette volumes may be affected by Juul, the PMTA deadline, California flavors ban, nicotine pouches and IQOS. E...

Philip Morris ( PM ) has been growing its dividend distribution for five decades, if you include the history before the spin-off from Altria ( MO ) in 2008. Every year since then, it has been dutifully raising the dividend like clockwork every year. This company presently offers a nice balan...