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Will Russia's Monkey Wrench Cripple the Tobacco Industry? (LO, MO, PM, RAI)

Luckily for Philip Morris and British American, burgeoning middle-class growth in China and India could prove to be more than enough to curb any sales weakness in Russia, but the potential for a "monkey-see, monkey-do" effect could be an even more worris
Motley Fool
added Jun 2, 2013 19:35
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CHART OF THE DAY: E-Cigarettes Are A Small, But Rapidly Growing Problem For Big Tobacco

The tobacco industry has a big problem: people are smoking less. Morgan Stanley’s David Adelman sees at least eight reasons why this is happening. From his latest note to clients:
Business Insider
added Apr 27, 2013 12:17
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FDA move on nicotine could boost Philip Morris iQOS smoking device

"We believe this could prove to be an opportunity over the long term for reduced-risk products and, therefore, Altria/(Philip Morris) as they have a unique competitive advantage with iQOS,” Bonnie Herzog, a tobacco industry analyst at Wells Fargo Securit
Reuters
added Jul 30, 2017 11:44
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[Australia, UK] The doctor who beat big tobacco

Two months later at Geneva’s plush Beau Rivage Hotel, King looked out over a sea of faces, mostly delegates gathered for the World Health Assembly, and introduced her “new best friend”, AXA boss Thomas Buberl. AXA, he said, would forthwith sell €200m of
The Guardian (uk)
added Aug 1, 2016 21:46
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E-Cigarettes Want Your Attention Now (Before the FDA Steps In)

The FDA doesn’t regulate e-cigarettes—at least for now—but the potential of future marketing curbs has the nascent industry angling for smokers’ attention, whether at a huge music festival like Bonnaroo or with a commercial showing a baby doing the Gang
Business Week/Bloomberg
added Jun 11, 2013 12:08
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[Australia] Is Plain Packaging Running out of Some Steam?

There will be ups-and-downs in Plain Packaging’s (PP) risk, and any indication of industry success could re-energize the anti-tobacco community. Nevertheless, we believe that recent developments are consistent with PP losing some momentum.
Morgan Stanley
added May 15, 2013 18:46
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5 Things Philip Morris Management Wants You to Know

Following the company's most recent earnings report, Philip Morris CFO Jacek Olczak made comments about the results. By looking at them, you can get a better sense of what Philip Morris sees as its long-term strategy. 1. iQOS is the growth driver for Phi
Motley Fool
added Oct 31, 2017 02:56
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What to Expect From Big Tobacco In 2017

Through price hikes, cost-cutting, and consolidation, U.S. tobacco companies have continued doing well. With the industry's most basic problem -- fewer smokers in many areas -- still front and center 2017 is likely to hold more of the same. Also look fo
Motley Fool
added Jan 6, 2017 01:52
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[Canada] Why tobacco stocks still have allure ($$)

Are tobacco stocks still worth owning after tumbling nearly 9 per cent since the summer? You bet. Of course, you have to get around a thorny ethical issue before starting any discussion about tobacco stocks. Smoking kills about 100 Canadians each day, a
Globe and Mail (ca)
added Dec 8, 2016 04:05
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[Asia] Indian Marlboro-maker falls amid government plan to ban FDI

Shares in India's licensed producer of Marlboro-branded cigarettes fell 17 per cent on Tuesday on news of a government plan to ban all foreign direct investment and licensing of foreign brands in the tobacco sector.
Financial Times (uk)
added Apr 26, 2016 18:39
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