菸草股

kaka

Curry

• 煙草巨頭巨資押注的未來：電子煙與大麻產業https://news.cnyes.com/news/id/4259450?exp=a
• Altria And Philip Morris: The Case For A Marlboro Mergerhttp://mikeon88.imotor.com/viewthread.php?tid=278&extra=page%3D2

Yvens

UVV 也算是菸草股之一，現在算貴，收藏先
Universal Corp. engages in the processing, procuring, financing, packing, storing, shipping and trading of leaf tobacco. It operates its business through the following business segments: North America, South America, Africa, Europe, Asia, Dark Air-Cured, Oriental and Special Services. The North America, South America, Africa, Europe, and Asia segments are involved in flue-cured and burley leaf tobacco operations. The Dark Air-Cured segment includes supplying of dark air-cured tobacco to manufacturers of cigars, pipe tobacco, and smokeless tobacco products. The Oriental segment supplies oriental tobacco to cigarette manufacturers. The Special Services segment provides laboratory services, including physical and chemical product testing and smoke testing. The company was founded in 1918 and is headquartered in Richmond, VA.

Curry

菸草股都很賺，UVV卻...
舊討論區有菸草股發展趨勢，看了應該就不會想買UVV⋯⋯

白Sir

今天看到一篇剛出來日本電子菸市場報導, 擷取幾段供同學參考, 應該對PM持有者是利多
菸商當然不會坐以待斃。由於尼古丁溶液（菸油）在日本被指定為醫藥品，必須經過政府認可才能公開銷售；於是國際菸草大廠菲莫國際公司（Philip Morris）在2014年，先選定日本名古屋試賣加熱式電子菸「IQOS」，2016年更擴大銷售到全國各地。2017年後，眼見電子菸市場潛力可觀，英美菸草（Britih American Tobacco）和JT才跟進，分別在全國推出新的品牌電子菸。
根據野村證券的估計，2018年日本加熱菸的市占率，分別是IQOS 71%、GLO 20%、Ploom TECH 8%。英國業者歐睿（Euromonitor）公司的調查則指出，IQOS的市占率達到9成。儘管地主國的JT在日本傳統菸的市場占有率高達6成，卻讓外國菸商拿下9成以上加熱菸的市占率。社長寺畠正道說：「沒想到市場會在這麼短的時間內擴大得這麼快！」
https://www.wealth.com.tw/home/articles/20273

Curry

• San Francisco becomes first US city to ban e-cigarettes
• 菸草股近期真是多事之秋...

Curry

國安人員走私免稅菸

Curry

FDA seen taking action on tobacco

Curry

• Philip Morris International and Altria have called off discussions to reunite the tobacco giants — a planned merger of equals that received a chilly reception from investors.
• Altria’s investments in vaping and cannabis, which looked likesmart bets when they were first made, are now being dragged down by regulatorychallenges.
• The Marlboro maker’s $12.8 billion investment in e-cigarettecompany Juul in December has soured as regulators including from U.S. and Chinaban its popular fruit-flavored pods from the market. Walmart, the nation’slargest retailer, said last week it was going to stop carrying e-cigarettesaltogether amid heightened regulatory scrutiny.
• “It is evident that significant investor pushback and the realityof holding a larger presence in the U.S. market fraught with risk around theFDA and weak volumes lead to the decision,” analysts at Stifel wrote in a noteto investors shortly after the news was announced.
• Philip Morris’ stock jumped more than 6% Wednesday, bringing itsmarket value to about $118 billion. Shares of Altria initially gained but weredown 2.4% Wednesday afternoon, valuing the company at around $74 billion.
• The companies, which said in August they would discuss a possible all-stock mergerof equals, now say they will focus on jointly launching IQOS, aheated tobacco product, in the United States.
• The IQOS device heats tobacco to releaseflavorful nicotine-containing tobacco vapor but without burning the tobacco.
• The companies said IQOS is the only heated tobacco product withpremarket authorization from the Food and Drug Administration for sale in theU.S. PMI estimates that about 8 million adult smokers around the world havealready used the product. It currently sells IQOS in 48 markets includingCanada, the United Kingdom, Japan and Korea.
• https://www.cnbc.com/2019/09/25/philip-morris-and-altria-end-merger-talks.html

Curry

剛剛去小七買咖啡
聽到一個人花500買了四包軟殼七星香菸
心算一下一包七星現在要125
心想我2005年當兵時福利社一包一樣的七星賣50

kandv124

沒辦法 ! 菸稅 這幾年課的很重....

長照稅.....有一部分就是從這邊拿的

朋友常跟我說....他不是喜歡抽菸.....

他是喜歡做""功德""....用實際行動支持老人家....

宏比特

菸癮應該是菸草股高ROE最重要的原因，買菸的人心裡一直在想菸，也沒注意聽店員在問什麼...
剛剛看到某部落格店員留言:
店員：「七星要硬殼還是軟殼？」買菸的人：「對。」剛上班時，聽到這種牛頭不對馬嘴的回答，會再問一次，客人總會不耐煩得回答是硬殼。後來，我會直接拿硬殼。為什麼？因為客人大都聽頭不聽尾啦！十個有七個都是如此，屢試不爽。服務是客人為本，客人卻看輕服務。台灣服務業真是辛苦了。

kandv124

台灣的服務業...真的被人壓榨慣了....

什麼都好....

之前我去了一趟 美國....

那邊的服務員...真的是霸氣多了....

要買就買...不買就算了....

你要是敢找碴....他也不會跟你客氣......

kaka

MO、PM

Curry

• 澳門「賭王」何鴻燊病逝 四房家人聯合聲明
• 聽說賭王不會賭博
• 小弟買BTI MO PM JAPAY但不抽菸...

lance

回復 15# Curry

日本菸草產業株式會社（Japan Tobacco Inc.，JT）

產業地位：

1. 日本菸草產業股份公司是目前日本唯一的菸草專賣公司，等於日本的公賣局。
2. 在日本市場占有約60%的市場占有率，以 MILD SEVEN （ 七星 ）、 CASTER 、 SEVEN STARS 和 CABIN 等名牌為中心
3. 全球第三大菸草公司 擁有 Winston, Camel, MEVIUS 等品牌，市佔：俄羅斯 39%, UK 43.6%, 台灣 45%





常利與ROE逐年下降：，
1.  日本市場：The total tobacco industry volume* decreased about 4% year-on-year mainly due to a natural decline trend and the impact of price revision in October 2018. （2019年報）
2. 日本本土銷量受到外來品牌的競爭擠壓（網路上有資料日本市佔80%，但目前年報是60%），日本市場 2019較2018 獲利下降 10%


近年 RRP（減煙替代個）是發展趨勢，JT 也持續發展 RRP產品 E-Vapor/T-Vapor
- we anticipate its global (exclude China)  net sales value to reach approximately US$40 billion in 2022. (2019 Annual Report)

- JR 2020 RRP報告：「近一步了解我們用科學方式評估電子煙、加熱菸此類減少風險產品的潛力，以及我們如何看待以及定位這些產品。」
https://www.jt-science.com/sites ... cuments/2020-B2.pdf

smile

今天早上加碼買進JT @1990 Yen
今天小年夜
預祝大家牛年安康

salmon

今晚來跟買

stevenzo

JT看起來很不錯啊，只是這5年來電梯直直向下
不免讓人猶豫.......

salmon

看著周遭的人死命猛抽，你就知道不用擔心了