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$PM (+0,79%) Philip Morris International will increase its quarterly dividend by a whopping $0.13, or 8.8%, to $1.60, effective October 2026. 👍 This was decided by the Board of Directors on September 18, 2026. This marks the 17th consecutive dividend increase. 💰

The ex-dividend date is October 2, 2026. The payment will be made on October 26. Based on the current price, the dividend yield after the increase would be approximately 3.4%. My personal dividend yield is approximately 5%. What is your personal dividend yield for $PM (+0,79%)? 📈

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$PM (+0,79%) What do you think? I'm thinking about investing in the company. Many people smoke and especially things like snus and vapes are on the rise. If a new idea comes up somewhere, it will simply be bought up. Of course China is still ahead in terms of vape development, but it doesn't have good access to the market. I'm morally completely out of it, I also have Rheinmetall in my portfolio and if people want to smoke, they should do it. Nobody is forcing them to. Nicotine-free products are already on the rise, so they'll still be profiting handsomely in a few years' time. It's just a cash flow machine.

I'm seeing some nervousness in the community right now, so I'd like to say a few words of reassurance.

We have an oil crisis here, not a stock market crash. The S&P , the FTSE and the Stoxx 50 were ripe for a correction anyway. But this is really nothing compared to what we've seen during COVID. Once Hormuz is open again, it will take a lot of pressure off the markets. In 1.5 months, the markets could be back to where they were before the Iran conflict. We saw something similar during the pandemic and the situation was even worse then. Many see this more as a buying opportunity.

In the end, the ECB or the Fed could also say a few reassuring words and the market would recover quickly. There is no real fundamental problem with companies at the moment. The Fed probably won't say anything yet because we have an inflation problem due to the higher oil price and the S&P has only fallen -9%. The Fed normally only reacts when the market is heading towards -20%.

Many feel like they have to do something when their portfolio is red. Then they quickly come up with ideas such as betting on commodities, whether oil or gas will rise/fall. But this is exactly what Buffett has always warned against. Even the best equity investors don't have a magic bullet. These prices are determined by geopolitics, not economics.

An intelligent investor can make more money by thinking about productive assets rather than oil prices. Buffet's number 1 rule: don't lose money. Therefore, stick with companies that have strong cash flow, because if inflation is a risk, you should look at companies with a strong MOAT that can easily raise their prices. A good example is Coca-Cola. When prices go up, people still buy. a.k.a defensive consumer sector $XDWS (+0,16%) . That's why we see momentum in companies like $PG (+0,15%) or $PM (+0,79%)

Other companies that can always make money and raise their prices are $MSFT (+5,61%) , $AAPL (-1,02%) , $V (+1,57%) , $SAP (-3,82%) etc. These companies do not have to constantly make new investments to justify their prices. The MOAT takes care of that. This is very valuable in times of inflation.

British American Tobacco $BATS (-0,09%) reported a 2.3% rise in annual profits to £11.28 billion ($15.36 billion) as its Velo nicotine pouch gained market share and sales of its newer e-cigarettes and heated tobacco products increased.

Velo's nicotine pouches are gaining market share from Philip Morris' Zyn $PM (+0,79%) and Altria's On! $MO (-0,21%) brand in the key US market, due in part to the higher nicotine strengths and introductory offers that BAT is using to expand the brand.

This contributed to BAT's revenue from a portfolio of newer products, including e-cigarettes and heated tobacco products, growing at double-digit rates in the second half of the year and 7% for the full year.

CEO Tadeu Marroco said in an earnings release that Velo now holds the second-largest market share in the U.S. behind Zyn and that adoption of its Vuse e-cigarette is growing despite continued pressure from unregulated products in the market.

》Highlights 《

● 4.7 million new consumers (to a total of 34.1 million) gained for our smoke-free brands

● Smoke-free products now account for 18.2% of Group sales, an increase of 70 basis points compared to financial year 2024

● Sales growth in new categories accelerated to double-digit levels in the second half of the year, with full-year growth of 7.0

● New category contribution increased by 77.1% to £442 million

● We are on track to reduce the leverage ratio to between 2.0 and 2.5 by the end of 2026, supported by continued strong cash conversion

● Dividend growth of 2.0% to 245.04 pence and share buyback worth £1.3 billion in 2026

》Outlook for 2026《

● The volume of the global cigarette industry is expected to decline by around 2%

》Lower end of our medium-term forecasts《

● 3-5% sales growth, with low double-digit sales growth in new categories

● 4-6% adjusted operating profit growth1,2 - weighted in the second half of the year

● Expected transaction-related exchange rate impact of approx. 1%

● 5-8 % adjusted growth in diluted earnings per share

● We expect a negative exchange rate effect of approx. 3% on adjusted diluted EPS growth

● Net financing costs are expected to be c. GBP 1.8 billion, subject to interest rate fluctuations

● Gross capital expenditure in 2026 will amount to approximately GBP 750 million

● Operating cash flow conversion will exceed 95%

● Leverage within our corridor of 2.0-2.5x adjusted net debt/adjusted EBITDA by year-end

● Commitment to sterling dividend growth and £1.3bn share buyback.

》Conclusion《

The conversion from traditional to new alternatives continues to progress successfully, further market share has been gained in important key markets and the forecast is for further constant growth with simultaneous debt reduction 👍🏻

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