3Settimana·

Why $MO (+1,18%) is now also rising is a mystery to me.


  • No exposure to the stabilizing / slightly growing international cigarette market.
  • No exposure to the growing international HTU market.
  • No exposure to the growing international nicotine pouch market.
  • No exposure to emerging markets.


So no exposure to what made the $PM (-0,2%) made the numbers so good.

2
17 Commenti

immagine del profilo
The e-cigarette market is inspiring investors. Sales in this area have grown immensely. The same applies to smoke-free alternatives.
1
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I would even say that no share in the world is as blatantly underestimated in Germany as the Altria share. It has a 100 times better reputation in the USA than here in Germany.
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immagine del profilo
3Settimana
This does not necessarily have to be due to the PM figures. Over time, falling interest rates or other aspects may be more strongly priced in again.
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