Imperial Brands Share Discussion Threads

[philanderer] 30/6/2017 12:32

Agree cj , IMB pretty well unchanged for 2017.

I`ve added a few this morning as well ;-)

[contrarian joe] 30/6/2017 11:38

That would be nice Phill,have under performed Bats by a wide margin of late,am starting to build a portfolio of defensive/conservative stocks on weak periods.Don't trust these markets.

[philanderer] 30/6/2017 10:42

30th june Berenberg buy tp 4050p cut from 4200p

[contrarian joe] 29/6/2017 15:50

Added here today,will add again 3400 if opportunity presents itself.

[philanderer] 29/6/2017 09:32

29th june Goldmans conviction buy tp 4100p up from 4070p

[philanderer] 28/6/2017 18:31

updated:

28th june Citigroup neutral tp 3800p
22nd june JP Morgan Caz neutral tp 3770p
22nd june Deutsche buy tp 4100p
25th may Piper Jaffray overweight -
23rd may Berenberg buy tp 4200p
22nd may Jefferies buy tp 4300p
8th may Credit Suisse outperform tp 4150p
4th may Goldmans conviction buy tp 4070p
3rd may Whitman Howard buy tp 5100p
3rd may UBS buy tp 4100p


3rd may ++++ Results ++++

[philanderer] 23/6/2017 09:28

Imperial Brands ‘too cheap’ to pass up, says Deutsche Bank


Shares in tobacco company Imperial Brands (IMB) are getting ‘too cheap’ again, says Deutsche Bank.

Analyst Gerry Gallagher reiterated his ‘buy’ recommendation and target price of £41.00 on the stock after shares fell 7% since results on 3 May. At the time of writing, the shares were trading up 16.5p, at £35.62.

‘The shares once again discount enough to hit the valuation radar in our view,’ he said. He said the stock was ‘generally characterised as ‘cheap’ but the ‘question the market grapples with...is growth’.

‘Optically cheap in year one or year two needs to be considered against the longer-term outlook and relative growth rates overlaid with variables such as the tobacco heating products debate and potential mergers and acquisitions,’ he said.

‘How long is a piece of string? Or, in Imperial’s case: How cheap is cheap enough?’

[philanderer] 22/6/2017 23:46

Imperial Brands gained 1 per cent to £35.84 with JPMorgan Cazenove predicting “a potential relief rally in the short term”.

The Gauloises maker’s valuation has decoupled with the European staples sector over the past three months as investor sentiment soured, pulling it back to 2014 levels at just 13 times earnings, it said.

FT.

[qruz] 22/6/2017 09:36

IMB a bit of a dog compared with BATS nowadays.

[philanderer] 22/6/2017 08:25

22nd june JP Morgan Caz neutral tp 3770p up from 3640p

[philanderer] 14/6/2017 13:41

U.K. Tobacco Giant Gets Medicinal Cannabis Expertise

[philanderer] 13/6/2017 08:46

'Cigarettes Just Doubled in Price in Saudi and Smokers Are Not Happy'

[speedsgh] 12/6/2017 10:45

A useful interpretation of the current chart from fingersxxd thread...

[philanderer] 11/6/2017 21:29

Tax hikes in emerging markets put brake on tobacco growth

[tudes100] 31/5/2017 01:32

took opportunity to increase my holding today, suspect sector will be resilient across usual bumpy summer months

[philanderer] 30/5/2017 17:00

Tobacco shares were flagging after the World Health Organisation called for companies to compensate for products which contribute to greenhouse gases. British American Tobacco drifted 88p, or 1.6%, lower to 5503p and Imperial Brands fell 48.5p, or 1.3%, to 3632p.

London Ev Standard

[philanderer] 23/5/2017 10:04

23rd may Berenberg buy tp 4200p

[philanderer] 22/5/2017 13:54

22nd may Jefferies buy tp 4300p cut from 4400p

[philanderer] 17/5/2017 17:20

xd tomorrow morning for 25.85p


'Woodford Income Focus fund - portfolio announced'


......It is no surprise to see mega cap stocks such as Astra Zeneca, Imperial Brands, Legal & General and Provident Financial as these are companies Neil already holds in his Equity Income fund. While these companies should bring stability and income to the fund, one of the strongest implicit views is on the UK economy.

[philanderer] 08/5/2017 09:21

8th may Credit Suisse outperform tp 4150p

reiterates

[philanderer] 05/5/2017 10:07

Leaked.....


'Absolutely thrilled' over big tobacco win

Nicola Roxon, the woman credited with spearheading an unprecedented win over 'big tobacco', has hailed a World Trade Organization decision on Australia's plain packaging laws a victory for public health policy.

A WTO official confirmed the draft was sent to parties to the dispute on Tuesday, but said the WTO doesn't comment on confidential reports.

Imperial Brands' profits are most exposed to markets that may implement plain packaging, said analysts at Jefferies.

A spokeswoman for British American declined to comment on the ruling until it was made public, but suggested the complainants would keep fighting.

A spokeswoman for Japan Tobacco also declined to comment on the ruling, but said the fact that the draft had been leaked was disconcerting and a breach of WTO rules.
A spokesman for Imperial declined to comment and Philip Morris, the world leader, was not immediately available.

[philanderer] 05/5/2017 10:05

Like to use the CGT allowance wherever possible.


5th may Berenberg ' buy ' tp 4200p cut from 4280p

[invisage] 04/5/2017 14:28

Tut tut never sell quality Phil ?

[philanderer] 04/5/2017 10:37

Just checked and it was 8th april 2016