Just How Bad Is It For Big Tobacco? As Well As A Draw Of Piece Of Occupation Concern Sentiment For An Ambitious Investment Banker
Big tobacco stocks convey had a bad month. Philip Morris had its worst solar daytime (for stock performance) inwards a decade. Electronic cigarettes in addition to vapes etc are taking marketplace part - in addition to they are interrupting the large (old) brands of combustibles. There has been enough of press - here is an event from Fortune.
I merely desire to throw upward a unmarried information point. Swedish Match (a tobacco companionship amongst no cigarette brands) owns the world's biggest gibe in addition to lighter business. If yous alive inwards Latin America, Asia-Pacific or Europe yous convey nearly sure as shooting used the products. Here are the principal brands:
Redheads in addition to Cricket are totally dominant inwards Australia.
Here, from the end quarter, are the results for the "lights" describe of piece of job concern - merely the volumes.
Yes, yous are seeing xi pct book spend upward for matches, 23 pct spend upward for lighters.
If yous are a large tobacco investor your alone reaction has to hold out oh f--k.
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Now if yous are an investment banker hither is a bargain from heaven. This gibe in addition to lighter describe of piece of job concern has distribution nearly every house inwards the basis exterior North America where yous desire to sell cigarettes.
It is thence a perfect distribution entree to a novel e-cig describe of piece of job concern - in addition to this e-cig transition is a once-in-a-lifetime chance to suspension the large tobacco brands.
The describe of piece of job concern is alone a partial fit for Swedish Match (who generally sells Snus inwards Scandinavia in addition to chewing tobacco in addition to auto rolled cigars inwards North America).
There has to hold out a bargain to hold out done, a billion dollars to hold out made.
John
I merely desire to throw upward a unmarried information point. Swedish Match (a tobacco companionship amongst no cigarette brands) owns the world's biggest gibe in addition to lighter business. If yous alive inwards Latin America, Asia-Pacific or Europe yous convey nearly sure as shooting used the products. Here are the principal brands:
Main brands:
Matches: Solstickan, Swan Vestas, Tres Estrellas, Fiat Lux, Redheads
Lighters: Cricket
Redheads in addition to Cricket are totally dominant inwards Australia.
Here, from the end quarter, are the results for the "lights" describe of piece of job concern - merely the volumes.
Yes, yous are seeing xi pct book spend upward for matches, 23 pct spend upward for lighters.
If yous are a large tobacco investor your alone reaction has to hold out oh f--k.
--
Now if yous are an investment banker hither is a bargain from heaven. This gibe in addition to lighter describe of piece of job concern has distribution nearly every house inwards the basis exterior North America where yous desire to sell cigarettes.
It is thence a perfect distribution entree to a novel e-cig describe of piece of job concern - in addition to this e-cig transition is a once-in-a-lifetime chance to suspension the large tobacco brands.
The describe of piece of job concern is alone a partial fit for Swedish Match (who generally sells Snus inwards Scandinavia in addition to chewing tobacco in addition to auto rolled cigars inwards North America).
There has to hold out a bargain to hold out done, a billion dollars to hold out made.
John
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