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华安证券:Glo Hilo上线新市场 积极推进全球扩张
Zhi Tong Cai Jing· 2025-10-20 05:57
英美烟草公司BAT于2025年6月9日,宣布在日本推出全新高端加热产品线glo Hilo,且于9月1日在日本 全境出售。glo Hilo(含glo Hilo、glo Hilo Plus与配套消耗品virto)在宫城县先行发售试点,官网介绍了其 TurboStart(5秒预热)与Quartz加热元件、AMOLED EasyView屏幕及myglo应用等技术与功能。随后将在9 月1日通过零售与体验店、线上myglo实现日本全境推广。日本市场一直是英美烟草公司加热烟草产品 APMEA(Asia-Pacific,MiddleEast and Africa)地区的主要市场,2025年推动公司新类别收入增长了2.5%。 思摩尔国际(06969)2025年Q3收入延续复苏趋势,其中HNB业务成为核心增长引擎。截至9月30日期间公 司实现收入约人民币41.968亿元,创下单季度收入的历史新高,较上年同期增长约27.2%,较本年二季 度增长约27.5%,面向企业客户业务及自有品牌业务收入同比及环比均实现良好增长。英美烟草计划 2025年全球推广Hilo,并预计其支撑2026年3%-5%的集团收入增长,思摩尔有望持续受益于大客户 ...
British American Tobacco: No Longer Offers Compelling Growth, Prompting Full Exit
Seeking Alpha· 2025-10-17 15:00
Hi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public portfolio. My interest in financial markets started about 5 years ago when I accidentally came across a video about trading. That was the spark that introduced me to a new world, but over time I realized that it was not my path: too ma ...
British American Tobacco Smells Like A 12% Equity Bond (NYSE:BTI)
Seeking Alpha· 2025-10-08 06:12
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.My last coverage on British American Tobacco p.l.c. ( BTI ) ( OTCPK:BTAFF ) was published on July 16 under a title of "British American Tobacco: New Categories Point To More Upside." That articleSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income ...
BAT Announces 70% of Policy Experts Continue to Misidentify Nicotine as Primary Cause of Smoking-related Disease
Financialpost· 2025-10-05 11:10
Core Viewpoint - The article does not provide any specific information or insights regarding a company or industry, focusing instead on a newsletter sign-up confirmation [1] Summary by Categories - Company Information: No relevant company information is provided in the article [1] - Industry Insights: No industry insights are available in the article [1]
British American Tobacco: Boring, Cheap, And Still Likely To Outperform
Seeking Alpha· 2025-09-27 10:14
Group 1 - Philipp is a seasoned value investor with nearly 20 years of experience, focusing on global investment opportunities and seeking undervalued companies with significant margins of safety [1] - The investment strategy emphasizes companies with solid earnings track records trading at less than 8x free cash flow, which is a key criterion for identifying potential investments [1] - Philipp does not limit investments to specific sectors or countries but focuses on companies that are well understood and assessed for future growth potential [1]
British American Tobacco Still Warrants A Premium P/E (Rating Downgrade)
Seeking Alpha· 2025-09-26 14:47
Group 1 - International dividend stocks have shown strong performance in 2025, benefiting from a global bull market that is nearing three years in duration [1] - The rally has broadened, indicating a wider participation across various sectors and asset classes [1] - A weaker dollar since December has contributed positively to the performance of international dividend stocks [1]
British American Tobacco: Hold After Rally For NTM 6%+ Dividend Yield + Annual Buybacks
Seeking Alpha· 2025-09-26 14:32
Core Insights - The article emphasizes the importance of bottom-up research in identifying investment opportunities, particularly in smaller, under-covered companies where mis-pricing may occur [1]. Group 1 - The contributor has over 5 years of experience in financial markets and 2 years in primary investment research, focusing on generalist research [1]. - There is a specific interest in smaller companies due to the potential for asymmetric opportunities, where the downside risk is limited [1].
British American Tobacco: Still An Undervalued Dividend Machine
Seeking Alpha· 2025-09-26 12:45
Group 1 - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] Group 2 - The article expresses personal opinions and is not intended as investment advice [2] - It emphasizes the importance of conducting individual research before making investment decisions [2]
British American Tobacco’s (BTI) Dividend History Makes it a Safe Bet in Dividend Stocks to Buy Under $100
Yahoo Finance· 2025-09-20 00:29
Group 1 - British American Tobacco p.l.c. (NYSE:BTI) is recognized as one of the best high dividend stocks to buy under $100, highlighting its attractiveness to income-focused investors [1] - The company has a significant presence in the tobacco industry, bolstered by its $49 billion acquisition of Reynolds American in 2017, and offers a diverse portfolio of brands including Camel, Newport, and Vuse [2][4] - Despite efforts to transition towards next-generation products, traditional cigarettes remain the primary revenue source, with a target of generating around £5 billion (nearly $6 billion) in next-gen sales by 2025, which may be impacted by recent US regulations [3] Group 2 - British American Tobacco has consistently increased its dividend payouts since 2018, currently offering a quarterly dividend of $0.7391 per share, resulting in a dividend yield of 5.61% as of September 18 [5] - The company's global reach distinguishes it from competitors, providing broad exposure across various tobacco products, including heated tobacco and vaporizers, making it a compelling option for dividend investors [4]
英镑走强导致出口商痛感加剧 英国企业集体加码外汇对冲策略
Zhi Tong Cai Jing· 2025-08-29 08:54
Group 1 - The core viewpoint of the articles highlights that UK companies are increasing their foreign exchange market hedging due to the significant appreciation of the pound and the weakening of the dollar, which has negatively impacted their profits [1][4] - According to a survey by MillTech, over half of UK companies reported that their earnings were adversely affected by foreign exchange fluctuations in the second quarter of this year, with their currency hedging ratio rising to approximately 53%, an increase of 7 percentage points year-on-year [1][4] - The pound has appreciated nearly 10% against the dollar in the first half of 2025, marking the largest increase for that period since 2009, which has pressured local exporters' profits and sales, particularly in the US market [1] Group 2 - The survey conducted by MillTech involved 250 UK and US companies, revealing that 18% of UK firms consider the Bank of England's monetary policy as the most significant factor affecting their currency hedging strategies, up from less than 10% a year ago [5] - British American Tobacco PLC, one of the largest exporters in the UK, expects a negative impact of 1% to 1.5% on its revenue this year due to foreign exchange headwinds, with the weakening dollar contributing approximately 50% to this adverse effect [4] - Unilever PLC reported a 5.1% negative impact from currency fluctuations, primarily due to the euro's strength against the dollar, complicating the situation for UK companies [4]