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...
1.7k 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...
309 Views
Japan Tobacco--The 5% Yield & Possibilities of Reclaiming Its 65% Market Share in Japan
Japan Tobacco (JT) has seen its stock price fall by -17% YTD versus the Topix decline of -5% due to the continued fall in its regular cigarette...
474 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...
419 Views
Japan Tobacco (2914)--The Most Awaited 2018 Guidance in Japan
Since hitting its 52-week high on May 24th last year, Japan Tobacco (JT) has been one of the worst performing large-cap stocks in Japan (-14%...
392 Views