||EPS - Basic
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Imp.Brands Share Discussion Threads
Showing 26 to 45 of 50 messages
|or from £4.50|
|You can , if you already hold from £23.|
|Impressive move today, just goes to show you can't afford to sit on the sidelines.|
|My own portfolio has held those three for a few years now. IMB and RAI pay dividends four times a year and RAI does seem to have extremely low volatility.|
|Edinburgh Investment Trust.|
|There's an investment trust in my SIPP , tope 3 holdings of the fund are IMB,BATS and Reynolds, needless to say it's done well.
Got in here around £22/23.|
|Been holding IMB for several years and recently bought into BATS (as well as DGE and ULVR). Took a hit on a couple of more UK focused stocks after referendum and cut losses but IMB and the others with majority of earnings overseas more than made up for these losses. Trimmed 10% of IMB at end of last week as recent rise had led to holding becoming overweight. Suspect negotiations re single market will drag on and some analysts are suggestion sterling has further to fall. Stocks like IMB are the place to be while such turmoil continues as they produce a reliable stream of earnings in currencies other than sterling.|
|No sorry but glad I hold both for a long time.|
|phil0124 - Do you know why BATS is outperforming IMB ?|
|Over the moon with these 2.|
|Bats up by £2 as well.|
|Imperial Brands wins upgrade as divis set to grow - HTTP://citywire.co.uk/money/the-expert-view-imperial-brands-sky-and-ocado/a913458?ref=citywire-money-picture-galleries-list#i=2
Imperial Brands (IMB), formerly Imperial Tobacco Group, has been upgraded as the US performs ahead of expectation and high barriers of entry to the tobacco industry remain.
Barclays analyst Simon Hales upgraded his recommendation from ‘equal weight’ to ‘overweight’ and increased the target price from £37.50 to £42.00. The shares rose 3% to £37.69 yesterday.
‘Imperial is executing strongly,’ he said. ‘Organic sales momentum is improving and margin/cash generation increases underpin 10%+ dividend growth.
‘Moreover, we are increasingly confident margins will surprise to the upside and that the US is performing ahead of expectations. Given increasingly competitive threats from new entrants elsewhere in staples, the ongoing high barriers in tobacco should continue to protect the profit pool.’
He added the ‘overdone’ regulatory concerns had prompted ‘4% underperformance against staples over the last three months’ and ‘Imperial looks poised for a pick-up’.|
|I see that all cigs are now to be in plain packs in the UK. Why not just ban them and see how many votes that gets. They could of course just give away empty packs for people to fill themselves. Nanny state again.|
|Read AlphaValue's note on IMPERIAL BRANDS PLC (IMB), out this morning, by visiting hxxps://www.research-tree.com/company/GB0004544929
"IB reported its H1 results. The reported net revenue was up +15.4% (+2.5% on an underlying basis which excludes the +16.1% impact of acquisitions in the US, -1.8% impact of Syria & Iraq and FX -1.4% ). Tobacco volume was down -3.1% (-9.2% excluding acquired US brands, Iraq & Syria had a -3.2% impact on volumes). Reported tobacco operating profit margin was up +50bp. Growth Markets’ net revenue at constant FX was up +2.1% (+9.7% excluding Iraq & Syria), whereas the Returns markets delivered -0.5%. Growth Brands’ volumes were up +0.2%. Growth & Specialist Brands contributed to 58.6% of the revenue for the period. The EPS was..."|
|Very good results.|
|Canaccord maintained their sell on Bats, which they've had for for 5 years. But raised their target by c£4. Lol.|
|Worth a read...
Stockwatch: What's not to like about this blue-chip? - HTTP://tinyurl.com/gnkmumo|
|Imperial to present travel-retail portfolio in Singapore - HTTP://www.dfnionline.com/latest-news/retail/imperial-present-travel-retail-portfolio-singapore-21-04-2016/
Imperial Tobacco is to present its travel-retail portfolio and concepts to Asia/Pacific buyers at next month’s Tax Free World Association Conference and exhibition in Singapore (Stand D38).
According to the company, Asia is of significant importance and been highlighted as an area of growth. It also said the Asia duty-free environment provided a unique opportunity to touch and engage with the increasing number of Asian travellers in the region and international travelling consumers visiting Asia’s key hubs and destinations.
Imperial Tobacco corporate affairs global duty-free Jennifer Cords said: “The exhibition offers a unique chance to meet face-to-face with the vast majority of our Asia based customers and our global partners to share any news, recent product developments and exciting new launches. TFWA Asia Pacific provides an opportunity to create and further build on our working relationships with our customers, which is invaluable.”
Imperial will highlight its global brands Gauloises and Lambert & Butler, but the main focus is its key Asia/Pacific growth brand, Davidoff, which the company said was extremely popular with the Chinese, Taiwanese and Japanese consumers.
The brands will be displayed on a new futuristic stand, made of materials such as beton, copper and bamboo, in line with its continued theme of “Experience & Evolution” added Cords: “Our new stand design helps us communicate our huge experience and knowledge of both tobacco and the global travel-retail industry to our customers, yet at the same time also represents our drive for evolution and changing with the times.”
During what has been a challenging year for the industry, Imperial is committed to continued investment in the category, according to Cords. “Put simply, our strategy is all about focus; focusing on our key consumer nationalities and key growth brands. By maintaining this approach we ensure to do the right things and target the right people. Combine this with offering the right brands and the outcome can be positive. So far we have been happy with the results coming out of this strategy within Asia.
“Future priority is to ensure we keep the basics right. That means making sure we have the right brand and product, in the right place, at the right time for our key travelling nationalities. For this to work, we need fantastic relationships with our customer partners – and that is why this TFWA Asia Pacific exhibition is so important to us!”|
|Thanks. BATS off as well. Will post if anything else comes to light.|
|PM report slightly below expectations, sector has had an incredible run
recently, and perhaps some other news I have missed.
There was some marketing/pricing agreement with Reynolds on IMB new brands for
a time period which has now expired, so the next update should show a realistic
view on US performance.|