ITC - Is It Time for Contrarian Investors to Enter?
ITC's share prices plummeted after a significant tax hike on cigarettes in Jan. Historically, business has been resilient despite hikes + we feel...
467 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (July 26)
China's National Team continued buying in the ETF market. Smoore International, Xinjiang Goldwind and Hisense had positive news sentiment, while...
651 Views
Imperial Brands (IMB LN): Trade Ideas for a Potential Sale of Logista (LOG SM)
Imperial Brands (IMB LN) lacks some of the world class brands that both Philip Morris (Marlboro, LM and Philip Morris) or BAT (Lucky Strike, Pall...
491 Views
Japan Tobacco: No Dire Consequences Despite Late Entry to Heated Tobacco
Late entry to Japanese heated tobacco market resulted in Japan Tobacco (2914 JP) losing market share to peers New product launches to give Japan...
513 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...
455 Views