SWMAY News and Press, Swedish Match AB ADR From 02/16/22

Swedish Match AB (publ) (SWMAF) Q4 2021 Results Conference Call February 16, 2022 07:00 AM ET Company Participants Emmett Harrison - Senior Vice President, Investor Relations Lars Dahlgren - Chief Executive Officer Anders Larsson - Chief Financial Officer Conference Call Participants Fredrik ...

British American Tobacco stock reached a new 52-week high after 2021 results on Friday. The P/E is 10.2x and the Dividend Yield is 6.5%. Group earnings were solid, with EPS rising 6.6% excluding currency. The dividend was raised 1% and £2bn in buybacks were announced. U.S. pr...

Swedish Match shares have started falling again, despite last week's end of the U.S. "nicotine tax" proposal, its biggest tail risk. This is an opportunity to buy one of the stocks benefiting the most from the shift from cigarettes to Reduced Risk Products at just 18.6x P/E. Recen...

British American Tobacco stock rose 7% last week, driven by a reassuring update on H2 trading. The Dividend Yield is still 7.8%. 2021 outlook was reaffirmed, including a 5%+ revenue growth and a mid-single-digit EPS growth (excluding a 7% currency headwind). Management still expec...

Payment stocks have continued to fall, despite positive news. We believe PayPal, Visa and Mastercard all offer 20%+ annualized returns. In Tobacco, Swedish Match stock is pressured by fears of a new tax while Philip Morris has been hit by currency headwinds - making both bargains. ...

Swedish Match (OTCPK:SWMAY) ticked higher on speculation that the company may be a takeover target. Swedish Match, know for its Snus product, is speculated to be the target of a potential acquisition from a U.S. company, Betaville said in an "uncooked alert," citing people following the matte...

PayPal has moved to #1 in our Buy list. Shares have fallen 35% since their July peak, and we believe they can double by 2024 year-end. Visa has seen investor sentiment diverged from operational performance, with unfounded fears about new payment mechanisms. In U.S. Cable, Charter ...

GAB had conducted a rights offering earlier this year that saw the premium slide but has recently recovered to its higher level once again. The fund has a 10% managed distribution plan and, thanks to the solid returns this year, led to a recent distribution boost. This can be an e...

The latest U.S. budget proposal from House Democrats reinserted the "taxable nicotine" concept but left out other tobacco tax hikes. If passed, it would mean significant tax increases for e-vapor and nicotine pouches, but no change for cigarettes and moist snuff. The proposal woul...

Swedish Match stock has lost 7.9% in 4 days since Q3 2021 results, after disappointing group EBIT and U.S. Smokefree sales figures. ZYN nicotine pouches grew U.S. volume by 8.7% since Q2 and kept a 64% category share; but investors fear this was done with discounts. Instead, we be...