JT: Let's Analyse Alternative Data to See How the IQOS Counterattack on Ploom Is Going
Following the initial results of Japan Tobacco Inc (2914 JP)'s relaunch of Ploom, Philip Morris announced that it would cut the price of its IQOS...
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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 Reports In-Line Results, but Improved PloomTech Sales and Disclosure a Positive
Japan Tobacco’s first-quarter results came in largely in line with our expectations and its internal targets. Like-for-like adjusted operating...
229 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...
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Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year.  Latest Positioning OverviewJapan's...
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