British American Tobacco акции, форум

пришли дивиденды

И ещё много на английском
Лучше смотреть в источнике, там более читабельно
www.bat-science.com/group/sites/UK__9D9KCY.nsf/vwPagesWebLive/DOBELLYE
Key performance indicators — summary

Total cigarette and THP volume declined in line with the industry*, down 3.5% to 336 billion sticks. In the key markets, value share1 increased 10 bps while volume share2 was in line with 2018;
Strategic Cigarette and THP increased volume share by 60 bps driven by the continued growth of Rothmans and success of Neo, with Strategic Cigarette and THP volume down only 0.5%;
Revenue increased 4.6% to £12,170 million, as good price/mix (totalling 7%) across the cigarette portfolio, as well as growth in revenue from New Categories and Traditional Oral, more than offset lower cigarette volume. The foreign exchange impact was a tailwind of 1.2% on our reported results. On a constant currency basis and excluding the impact of excise on bought in goods, adjusted revenue^ increased by 4.1%;
Revenue from the Strategic Portfolio (defined on page 80 of the full announcement) was up 8.7%, or 6.6% on an adjusted constant rate basis, with the growth driven (at constant rates) by:
5.2% growth in revenue from the strategic combustible brands;
27% increase in revenue from New Categories to £531 million, with volume growth across all categories:
THP revenue up 4% to £301 million, with consumable volume up 17% to 3.9 billion sticks, driven by Japan, South Korea and Russia;
Vapour revenue up 58% to £183 million, with consumables volume increasing 32% to 102 million units, with volume higher across ENA and Canada; and
Modern oral revenue up 284% to £47 million, with volume 179% higher (to 412 million pouches) driven by Scandinavia and Russia; and
10% increase in revenue from traditional oral to £463 million with volume in line with 2018;
Profit from operations was down 1.3%, as the strong operational performance, which included a translational foreign exchange tailwind of 2.2%, was more than offset by the £436 million charge recognised in Canada related to the Quebec Class Action. Consequently, operating margin declined 210 bps;
Adjusted profit from operations grew 5.9% at constant rates of exchange as the adjusted revenue growth and continued drive for efficiency gains (including the product rationalisation to remove complexity) more than offset the increased investment in New Categories that reflects the Group’s continued development of these categories;
Adjusted operating margin, at current rates, was 110 bps higher than the same period in 2018 at 42.9%, as the investment in the development and roll out of New Categories was more than offset by pricing and cost control;
Net cash generated from operating activities fell by 41% to £2,288 million, with cash conversion of 52% (compared to 87% in the same period last year) due to the timing of payments related to the master settlement agreement (MSA) in prior periods described on page 36, and working capital movements. Operating cash flow conversion of 66% (30 June 2018: 70% after normalising for the timing of the MSA payment). The decrease in conversion, on a normalised basis, was largely due to the working capital movements in the period;
Borrowings increased to £50,292 million (30 June 2018: £48,512 million, 31 December 2018: £47,509 million), driven by the timing of cash generation, working capital movements and the recognition of lease liabilities under IFRS 16 (£607 million);
Adjusted net debt3 increased to £45,532 million (30 June 2018: £44,739 million, 31 December 2018: £43,407 million). This was driven by the recognition of lease liabilities under IFRS 16 (£607 million) and free cash outflow (after dividends paid to shareholders) of £1,052 million (30 June 2018: £611 million inflow). The movement in free cash flow after dividends paid to shareholders against 2018 was due to the short-term timing impact of working capital movements and the payments related to the MSA. With the normal weighting of cash generation to the second half of the year, the Group continues to expect to generate free cash flow after dividends in excess of £1.5 billion for the full year. Adjusted net debt to adjusted EBITDA is expected to reduce by approximately 0.4x in 2019, excluding the translational foreign exchange impact;
Basic earnings per share increased 4.6%, with diluted earnings per share 4.6% higher, as a reduction in the effective tax rate from 30.1% to 25.1% and an improved performance from the Group’s main associate in India (ITC) more than offset the lower profit from operations explained above; and
Adjusted diluted earnings per share at constant rates of exchange rose 7.1%, as the Group’s growth in adjusted profit from operations, an improved performance from ITC and a decrease in the underlying effective tax rate from 26.9% to 26.6% more than offset a £55 million increase in adjusted net finance costs.

Доналоговая прибыль British American Tobacco за 1-е полугодие 2019 года снизилась до 3,87 млрд фунтов с 3,97 млрд фунтом годом ранее

Вот интересные америкосы, против табака борются, якобы за здоровье нации, а то, что у них огнестрела выше крыши, и каждый год в школах и общественных местах стреляю и убивают — это похер

Почти 7% — поздравляю сам себя, т.к. на ветке я один )))

ZaPutinNet, Иногда заглядываю)

iceflash, опять падает сволочь, чувствую на долго я в ней застрял, если ещё и дивы снизят, то это будет фиаско

Почти 7% — поздравляю сам себя, т.к. на ветке я один )))

ZaPutinNet, Иногда заглядываю)

Почти 7% — поздравляю сам себя, т.к. на ветке я один )))

A rival boosts optimism for British American

Shares of British American Tobacco climbed 7% after the global tobacco giant's investors responded favorably to good news from one of its biggest competitors. Philip Morris International reported its second-quarter financial results this morning, and although its overall revenue was slightly lower compared to year-earlier results, top-line growth amounted to 9% after accounting for various accounting-related shifts, and adjusted earnings were far better than expected. Investors in British American took its rival's results as a sign that the global tobacco market remains healthier than some had feared, and they'll have an opportunity to see if the company can confirm their hopes when i t report s half-year results later this month.

Ау, есть тут кто?

ZaPutinNet, есть)

Тимофей Мартынов, У тебя есть эти акции? Каково твоё мнение по перспективам компании, что-то я не очень удачно зашёл — по 40,17. Анти-табачная война в правительстве уже давно началась и вроде как акции уже отыграли практически весь негатив, а с другой стороны что-то очково. Кстати, отчёт за 1 квартал уже был? Я не могу найти

Ау, есть тут кто?

ZaPutinNet, есть)

Ау, есть тут кто?

60 центов дивидендов каждый квартал

25 апреля будет собрание акционеров

Акции компании участвуют в расчёте биржевого индекса FTSE 100. Рыночная капитализация BAT на LSE на февраль 2016 года — 73,5 млрд фунтов стерлингов. Группа входит в первую десятку компаний по капитализации на LSE.

Председатель совета директоров компании — Ричард Барроуз (Richard Burrows), управляющий директор Группы — Никандро Дуранте (Nicandro Durante).