Philip Morris International - Tabakriese - 500 Beiträge pro Seite

[Larry.Livingston]

www.pmintl.com

Hallo zusammen,
mir ist aufgefallen das zu diesem soliden Wert noch kein eigener Thread existiert. Philip Morris International ist im Frühjahr 2008 von Altria abgespalten worden, dem Hersteller von bekannten Zigarettenmarken wie Marlboro. Dabei stellt Altria das US Geschäft dar und PM das weltweite ex US. Bei PM bekommt man einen soliden Wachstumswert, der konjunktur und krisenresistent ist gepaart mit einer schönen Dividende, welche auch regelmäßig angehoben werden dürfte. Die Antiraucherkampagnen sind ein belastender Faktor, aber durch die Konzentration auch auf Emerging Markets und regelmäßige Preiserhöhungen wird dies mehr als überkompensiert, was auch die Zahlen eindrucksvoll belegen.

Company Profile
Philip Morris International Inc. is a Virginia holding company first incorporated in 1987. The Company's subsidiaries and affiliates and their licensees are engaged in the manufacture and sale of cigarettes and other tobacco products in markets outside of the United States. The Company manages its business in four segments European Union, Eastern Europe, Middle East and Africa, Asia and Latin America. Philip's products are sold in approximately 160 countries. The Company's portfolio of international and local brands is led by Marlboro. The recent innovative product initiatives include Marlboro Filter Plus, which has a four chamber filter including a tobacco plug for flavor and a distinctive slide pack; Marlboro Wides, a shorter cigarette with a larger diameter and smoother taste; Marlboro Intense, a shorter cigarette developed to provide a full-bodied taste; Marlboro kretek in Indonesia; and a range of new Marlboro menthol line extensions in Asia. It purchases tobacco leaf of various grades and styles throughout the world, through independent tobacco dealers. The Company's business is subject to competitive challenges, including changing consumer preferences and low price competitors. Because we are a tobacco company and its products cause disease and are addictive and, therefore, raise serious health concerns, it is also challenged by regulation, litigation and the increasing social unacceptability of smoking.

Chart

(natürlich noch nicht sehr aussagekräftig)

Philip Morris International Inc. (PMI) Reports 2008 Second-Quarter Results

23 July 2008

-- Diluted earnings per share of $0.86, up 22.9% from $0.70, including the items detailed on Schedule 7

-- Raises its forecast for 2008 adjusted full-year diluted earnings per share, projecting growth of approximately 19% to 21% to a range of $3.32 to $3.38 from a 2007 pro-forma adjusted base of $2.79

-- Declared its inaugural regular quarterly dividend of $0.46 during the quarter

-- Spent $2.1 billion to repurchase 41.4 million shares of its common stock

-- Completed its previously announced acquisition of the fine cut trademark Interval

NEW YORK--(BUSINESS WIRE)--July 23, 2008--Regulatory News:

Philip Morris International Inc. (NYSE / Euronext Paris: PM) today announced diluted earnings per share of $0.86 in the second-quarter of 2008, up 22.9% from $0.70, including the items detailed on Schedule 7.

"Our excellent second-quarter results reinforce the strong start we had to the year," said Louis Camilleri, Chairman and Chief Executive Officer.

"We witnessed continuing business momentum, demonstrated by an increase in organic volume, solid growth in net revenues and strong income performance. These factors, combined with favorable currency, have led us to once again significantly increase our annual earnings guidance".

Conference Call

A conference call, hosted by Hermann Waldemer, Chief Financial Officer, with members of the investment community and news media will be webcast at 9:00 a.m. Eastern Time on July 23, 2008. Access is available at www.pmintl.com.

Dividends and Share Repurchase Program

PMI declared a regular quarterly dividend of $0.46 during the second quarter of 2008, which represents an annualized rate of $1.84 per common share. PMI has established a dividend policy that anticipates a payout ratio of approximately 65%.

During the second quarter, PMI spent $2.1 billion to repurchase 41.4 million shares of its common stock, part of its previously-announced $13 billion, two-year share repurchase program which began in May 2008.

2008 Full-Year Forecast

PMI raises its forecast for adjusted diluted earnings per share, reflecting strong business momentum and favorable currency, to a range of $3.32 to $3.38 for the full-year 2008, representing a growth rate of approximately 19% to 21%, from a revised pro-forma adjusted base of $2.79 per share in 2007. This compares to a previously disclosed range of $3.18 to $3.24 for the full-year 2008.

This forecast excludes the impact of any potential future acquisitions and a number of other factors. The factors described in the Forward-Looking and Cautionary Statements section of this release represent continuing risks to these projections.

Acquisition of Interval and other OTP trademarks completed

PMI's previously announced agreement with Imperial Tobacco Group PLC to acquire the fine cut trademark Interval and certain other trademarks in the Other Tobacco Products (OTP) category received approval during the second quarter from the European Commission and certain local regulatory authorities. As a consequence, the transaction was completed on June 30, 2008.

[Larry.Livingston]

Ich schulde euch noch die Kennungen:

WKN A0NDBJ
ISIN US7181721090
BB 4I1

Philip Morris International to buy Rothmans
Philip Morris International Inc. announced Thursday that it is buying Canadian cigarette maker Rothmans for about $1.95 billion.

NEW YORK —
Philip Morris International Inc. announced Thursday that it is buying Canadian cigarette maker Rothmans for about $1.95 billion.

Philip Morris International said it will launch a public tender offer to buy all the shares of Rothmans for $29.28 (30 Canadian dollars) each. The price is a 17 percent premium to Rothmans' 20-day volume-weighted average trading price on the Toronto Stock Exchange.

Philip Morris International, which sells Marlboros outside the U.S., says the deal is worth about $1.95 billion (C$2 billion).

Canada-based Rothmans makes and sells cigarettes including Benson & Hedges, Craven A and Mark Ten. Rothmans now owns a 60 percent interest in Rothmans, Benson & Hedges Inc. The remaining 40 percent is owned by Philip Morris International.

The deal is expected to be completed by Sept. 30.

Rothmans Benson & Hedges was fined 100 million Canadian dollars ($97 million) after pleading guilty to customs charges related to contraband cigarettes and smuggling, the Royal Canadian Mounted Police said Thursday. Imperial Tobacco Canada Limited was fined 200 million Canadian dollars ($195 million).

The charges involved the shipment of contraband tobacco in Canada to locations in the United States and near the Canada-U.S. border between 1989 and 1994. From there, it was distributed to smugglers or black market distributors who brought it back into Canada for further illegal distribution.

"RBH and Rothmans Inc. have agreed to this overall resolution in order to bring closure to this legal matter and to put an end to the uncertainty and burden on the companies arising from the RCMP's investigation," the company said in a statement.

Philip Morris International Inc., which was spun off from Altria Group Inc. on March 28, also sells the L&M, Bond Street, Chesterfield and Lark brands.

The company said last week that its earnings rose 23 percent in the second quarter, and raised its earnings forecast for this fiscal year, saying its growth has not been hurt by the inflationary pressures affecting many other consumer products companies.

[Larry.Livingston]

Philip Morris extends Rothmans offer
Friday September 5, 1:54 pm ET
Philip Morris International extends Rothmans offer deadline to allow for Canadian review

NEW YORK (AP) -- Philip Morris International Inc. said Friday it had extended a deadline on its offer to buy cigarette maker Rothmans for $1.95 billion, in order to meet a requirement under Canadian regulatory rules.

Philip Morris International, which sells Marlboros outside the U.S, said the extension was to allow for a 45-day review period under the Investment Canada Act. The offer period is being extended to Sept. 16 to give time for the review to be completed.

Last month, the company received an advance ruling certificate from the Canadian Commissioner of Competition for the deal.

Canada-based Rothmans has a 60 percent stake in Rothmans, Benson & Hedges Inc., which makes and sells cigarettes including Benson & Hedges, Craven A and Mark Ten.

Philip Morris International owns the remaining 40 percent of RBH. It is the world's biggest non-governmental cigarette maker.

Shares of Philip Morris International fell 3 cents to $53.34 in afternoon trading Friday.

[Larry.Livingston]

Zahltag!
11.09.2008 Ordentliche Dividende Quartal 11.09.2008 15.09.2008 10.10.2008 USD 0.54

[spaceistheplace]

so, Larry, ich bin dabei seit heute! jetzt sind wir schon 2 Inhalierer hier im Thread...nee, uich rauche nicht....

Hier noch ein Kommentar, der die cashflow-Situation darstellt:

Analyst sees strength in Philip Morris Int'l stock
Monday October 13, 12:53 pm ET
Citi analyst sees buying opportunity in Philip Morris International stock; shares jump

NEW YORK (AP) -- Shares of Philip Morris International jumped Monday as a Citi Investment Research analyst said they presented an "exceptional buying opportunity."

The stock rose $3.26, or 8.2 percent, to $43 in midday trading Monday. It had fallen 14 percent last week as stocks in general suffered a massive global sell-off.

ADVERTISEMENT
"The risks have increased, but we think Philip Morris International offers exceptional value today," Citigroup analyst Adam Spielman wrote Monday in a note to investors titled "Time to Inhale." He lowered his price target on the stock to $57 from $62.

"PMI is a very robust company," he continued. Spielman said that as of June 30, the company had $1 billion more in cash than short-term debt and that it generates more than $10 billion in operating cash flow a year.

"We note that in most past crises the main problem has been the currencies, not the underlying business," Spielman wrote. "There may be further incremental downgrades, of course, but we simply don't see estimates being crushed in the way the share price suggests."

[Larry.Livingston]

Sehr schön Space!
Ich bin auch Nichtraucher, aber ausnahmsweise dennoch vom Invest überzeugt.

[spaceistheplace]

Antwort auf Beitrag Nr.: 35.559.643 von Larry.Livingston am 14.10.08 11:40:12

aber ausnahmsweise dennoch vom Invest überzeugt.

ich auch. PM dürfte mit das krisensicherste Unternehmen sein, auch in einer Rezession, wie wir sie jetzt bekommen werden.

Gruss space

[valuemine]

Hallo,

bei wem von Euch wurde auch die Dividende in einen größeren und einen kleineren Teil gesplittet und nur vom kleineren Teil US-Quellensteuer einbehalten?


Gruss, Valuemine

[Larry.Livingston]

Bei mir.

Ca. $0.50 wurden steuerfrei ausgezahlt, bei den restlichen $0.03 wurden 15% QST veranschlagt.

[spaceistheplace]

it's time to inhale!

sauberes zahlenwerk kommt da gerade:

22.10.2008 13:27
Philip Morris steigert Gewinn, schlägt Erwartungen, bestätigt Ausblick
New York, NY (aktiencheck.de AG) - Der US-Zigarettenhersteller Philip Morris International Inc. (ISIN US7181721090 (News) / WKN A0NDBJ) meldete am Mittwoch, dass sein Gewinn im dritten Quartal um knapp 21 Prozent gestiegen ist. Die Erwartungen konnten dabei geschlagen werden. Zudem wurde die Jahresprognose bestätigt.

Der Nettogewinn belief sich auf 2,08 Mrd. Dollar bzw. 1,01 Dollar pro Aktie, nach 1,73 Mrd. Dollar bzw. 82 Cents pro Aktie im Vorjahr. Der bereinigte Gewinn betrug 93 Cents (Vorjahr: 78 Cents) pro Aktie. Der Nettoumsatz erhöhte sich um 17,5 Prozent auf 6,95 Mrd. Dollar.

Analysten waren im Vorfeld von einem Gewinn von 90 Cents pro Aktie und einem Umsatz von 6,57 Mrd. Dollar ausgegangen. Für das laufende Quartal sehen sie ein EPS-Ergebnis von 66 Cents bei Erlösen von 5,79 Mrd. Dollar.

Für das laufende Geschäftsjahr rechnet der Konzern weiterhin mit einem bereinigten EPS-Ergebnis von 3,32 bis 3,38 Dollar. Die durchschnittliche Markterwartung liegt hier bei 3,33 Dollar.

Die Aktie von Philip Morris International schloss gestern an der NYSE bei 42,16 Dollar. (22.10.2008/ac/n/a)

[spaceistheplace]

...

[wax-weazle]

Antwort auf Beitrag Nr.: 36.602.499 von spaceistheplace am 18.02.09 13:32:06

Hi, ich bin da jetzt auch investiert (und auch Nichtraucher )

Ich frag mich nur, warum die in den letzten Wochen so ageschmiert hat. Die ist doch total überverkauft.. Ich denke viel Luft nach unten ist da nicht mehr, oder was meint ihr? Kursziel auf Sich von 12 Monaten?

[mike_N]

Bin ebenfalls investiert (grösste Position => 33% meines Depots!).

In USD ist sicherlich weniger Raum gegen unten als nach oben ;-)

Bei mir, der in Schweizerfranken rechnet, sehe ich jedoch noch ca 10%-15% "Wechselkurspotenital" gegen unten. Somit könnte es tatsächlich nochmals einen Zacken runter gehen.

Was solls, mir als Buy+Hold Investor ist es egal:
- Wer noch Cash hat: (Nach-)kaufen!
- Wo kein Cash mehr zum Nachkaufen vorhanden (wie bei mir):
Zurücklehnen und sich an den Dividendeneingängen erfreuen (und diese gegebenenfalls Reinvestieren).

[RayNar]

Zahlen bei PM sind draussen. Schauen meines Erachtens sehr gut aus:

+ Volumen gestiegen
+ über Analystenschätzungen
+ Dividende bleibt hoch
- Währungseffekte

[RayNar]

Antwort auf Beitrag Nr.: 37.029.597 von RayNar am 23.04.09 19:48:03

23.04.2009 18:35
''Marlboro''-Konzern Philip Morris von starkem Dollar gebremst

Der "Marlboro"-Konzern Philip Morris International (PMI) <PM.NYS> <4I1.FSE> ist zu Jahresbeginn vom starken Dollar gebremst worden. Umsatz und Gewinn des Unternehmens, in das die internationalen Aktivitäten des Tabak-Riesen Altria <MO.NYS> <PHM7.ETR> ausgelagert wurden, sanken im ersten Quartal deutlich, wie das Unternehmen am Donnerstag mitteilte. Die Erlöse schrumpften um 7,4 Prozent auf 13,29 Milliarden Dollar, der Gewinn fiel um 11,8 Prozent auf 1,48 Milliarden Dollar. Ohne den negativen Währungseffekt - durch den stärkeren Dollar-Kurs fallen die Auslandsgewinne bei der Umrechnung niedriger aus - hätte es beim Gewinn ein deutliches Plus gegeben, hieß es.

PMI sieht sich als weltweit führender Tabak-Konzern. Zu PMI gehören neben "Marlboro" auch Marken wie "L&M" und "Chesterfield". Altria hatte seine amerikanischen und internationalen Zigarettensparten im März 2008 aufgespalten. Das komplette Geschäft außerhalb der USA wird nun als Philip Morris International (News) mit Sitz im schweizerischen Lausanne geführt. Der neue Konzern soll so auch vor Unwägbarkeiten des US-Marktes wie Raucherklagen geschützt werden und ist selbst börsennotiert./fd/so/DP/edh

[RayNar]

Lesenswerter, langer Artikel über Philip Morris und im Besonderen dem CEO Camilleri bei BusinessWeek:

http://www.businessweek.com/magazine/content/09_18/b41290386…

[Simonswald]

Interessanter Artikel!

Für den US-Markt würd ich mittlerweile LO kaufen. Die haben sogar in den USA noch Volumenwachstum!
International würd ich PM oder BAT nehmen, Imperial ist mir weit zu europafokussiert, JT zu staatsbeeinflusst.
PM ist Marktführer vor BAT, PM allerdings europalastiger. BAT ist stark in Lateinamerika vertreten, dort aber insgesamt vglw. geringer absoluter Tabakabsatz.


Hier noch einige Info-Grafiken aus Präsentationen verschiedener Tabak-Multis:









Seit 1998 ist der Zigarettenabsatz weltweit sogar gestiegen, PM hat dabei BAT Marktanteile abgenommen!


Die Branche hat sich stark konsolidiert seither:

[RayNar]

Hmm, also einer der beiden Käufe war entweder extrem billig oder relativ teuer..

Egal:

Philip Morris To Buy Colombia Cigarette Maker For $452 Million

Philip Morris International Inc. (PM) will buy privately owned Colombian cigarette maker Productora Tabacalera de Colombia for $452 million as it looks to expand in the Latin American market.
The Altria Group Inc. (MO) spinoff's sales are all outside the U.S., where growth potential is stronger. But the cigarette market has been shrinking in Japan, as well as in the European Union, where smoking bans and higher taxes have played a role. The company has continued efforts to expand its reach, including a joint venture in smokeless tobacco with a Swedish company.

The company said Protabaco is the second-largest tobacco company in Colombia, with an estimated volume last year of 6.1 billion cigarettes and a market share of about 32%. Protabaco posted revenue of about $107.6 million last year, and its brands include Mustang Premier and President.

Protabaco has plants three plants in Colombia. They are located in the small city of San Gil in the northeastern province of Santander, Bogota and in the Colombian Caribbean city of Santa Marta.

Miroslaw Zielinski, president of Philip Morris' Latin America and Canada division, said the deal will allow the company to continue developing Protabaco's brands and provide room to grow in what he called an "important and strategic market."

The purchase, which Philip Morris expects to marginally add to per-share earnings immediately, is expected to close in the next six months after the approval of the Colombian antitrust regulator, known as Superintendencia de Industria y Comercio.

Shares of Philip Morris rose 1.6% to $43.02 as of 11:04 a.m. EDT The stock is down by about a quarter in the past 11 months.

Philip Morris International has already acquired a Colombian tobacco company. In April 2005, it purchased 96.7% of Colombia's largest tobacco company, Compania Colombiana de Tabaco, or Coltabaco for $299.6 million. In 2006, Philip Morris offered $4.8 million for the remaining shares it didn't own in Coltabaco.

[Dividendenabstauber]

Was man noch beachten sollte !

Die Div ist zweigeteilt. In einen Quellensteuer freien Teil und einen kleinen Teil mit 15% Quelle.
Dabei wurden mir 0,513 $ steuerfrei ausgeschütten, 0,027$ mit n15% versteuert bei der Quelle. Das im April 2009.

Für mich als Ösi der die pauschal versteuert, 10% über ALLES, damit bin ich clean.

der

Dividendenabstauber

[Simonswald]

Antwort auf Beitrag Nr.: 37.226.126 von Simonswald am 21.05.09 13:09:42

aus einer neuen Präsentation von PMI die neuen Weltmarktanteile (ex PRC) für 2008: Veränderungen in Prozentpunkten vs 2007

PM +0,6 (auf 25,8%)
BAT +0,8 (auf 21,0%)
JT +0,1 (auf 18,1%)
IMT +0,6 (auf 9,3%)
Sonstige -2,1 (auf 25,8%)

[Simonswald]

PM- Marktanteile (Quelle:PM)

Argentinien 73%
Mexiko 69%

Italien 54%
Türkei 43%
Frankreich 41%
Deutschland 38%
Ukraine 36%
Spanien 32%
Russland 25%

Indonesien 11%

[RayNar]

Eine kleine aber wahre Lobeshymne an Philip Morris:
http://www.istockanalyst.com/article/viewarticle/articleid/3…

Kurz die Überpunkte, Artikel ist 3 Seiten lang:


Phillip Morris (NYSE: PM): 10 Reasons To Buy This Dividend Stock Before Next Thursday

1. Recessions Don’t Matter

2. Population Growth Offsets Higher Taxes

3. Emerging Markets

4. Ample Free Cash Flow

5. A Solid Cash Buffer

6. Minimal Litigation And Regulation Risk

7. Credit Is No Concern

8. The Payout Ratio Is Conservative

9. Management Pedigree And Commitment

10. Currency Tailwinds

[RayNar]

Philip Morris International profit beats estimates

* EPS 83 cts ex-items vs Street view 77 cts

* Raises 2009 EPS view to $3.10-$3.20

CHICAGO, July 23 (Reuters) - Philip Morris International Inc (PM.N) posted lower quarterly profit on Thursday, hurt by the stronger dollar and consumers buying less-expensive cigarettes in parts of Europe, though earnings beat expectations.

The maker of Marlboro cigarettes also raised its 2009 earnings forecast to a range of $3.10 to $3.20 a share from $2.85 to $3.00 on concerns over currency exchange rates.

A stronger dollar reduces the value of sales made outside the United States, and all of Philip Morris's sales come from outside the country.

Profit fell to $1.55 billion, or 79 cents a share, in the second quarter, from $1.69 billion, or 80 cents a share, a year earlier.

Excluding one-time items, earnings were 83 cents a share, down from 87 cents a year earlier. Analysts, on average, looked for 77 cents, according to Reuters Estimates.

Analysts have been concerned the global recession would hit Philip Morris as consumers buy less expensive smokes.

[mike_N]

Die Dividende wurde wiedermal erhöht

******************
Philip Morris International Inc. Increases Quarterly Dividend 7.4% to $0.58 Per Share


15 September 2009

NEW YORK--(BUSINESS WIRE)--Sep. 15, 2009-- Regulatory News:

The Board of Directors of Philip Morris International Inc. (NYSE / Euronext Paris: PM) today increased the company’s regular quarterly dividend by 7.4%, to an annualized rate of $2.32 per common share.

The new quarterly dividend of $0.58 per common share, up from $0.54 per common share, is payable on October 9, 2009, to stockholders of record as of September 28, 2009. The ex-dividend date is September 24, 2009.

************************

[RayNar]

22.10.2009 13:01
Philip Morris International Inc. (PMI) Reports 2009 Third-Quarter Results

Regulatory News:
Reported diluted earnings per share of $0.93 versus $1.01 in 2008, principally due to a $0.08 tax benefit recorded in 2008, as detailed on Schedules 4 and 13
Excluding currency, reported diluted earnings per share up 8.9%
Adjusted diluted earnings per share of $0.93 versus the same amount in 2008, including the items detailed on Schedule 12
Excluding currency, adjusted diluted earnings per share up 18.3%
Increases its forecast for 2009 full-year reported diluted earnings per share to a range of $3.20 to $3.25, from $3.10 to $3.20. Excluding currency, diluted earnings per share are projected to increase by approximately 12%-14%
Increased its regular quarterly dividend during the quarter to $0.58 per common share, up by 7.4% from $0.54
Spent a total of $1.5 billion to repurchase 31.5 million shares of its common stock in the quarter
Completed the purchase of the South African affiliate of Swedish Match for ZAR 1.98 billion (approximately $262 million)

Philip Morris International Inc. (NYSE / Euronext Paris: PM) today announced reported diluted earnings per share of $0.93 in the third quarter of 2009, down by 7.9% from $1.01 in the third quarter of 2008, principally due to a $0.08 tax benefit recorded in 2008 as detailed on the attached Schedules 4 and 13. Excluding currency, reported diluted earnings per share were up by 8.9%. Adjusted diluted earnings per share in the third quarter of 2009 and 2008 were $0.93, including the items detailed on the attached Schedule 12. Excluding currency, adjusted diluted earnings per share were up by 18.3%.

”The third quarter underscored our proven ability to deliver excellent results and improve our operating margins, with net revenues, adjusted operating companies income and earnings per share up, on a constant currency basis, by a strong 6.9%, 13.7% and 18.3%, respectively,” said Louis Camilleri, Chairman and Chief Executive Officer.

”While we experienced lower organic volume in the quarter, this was largely anticipated given our pricing actions and the on-going impact of the economic crisis on total consumption levels, notably in Spain and Ukraine. Our year-to-date volume decline of 2.1% better reflects our estimated full-year organic volume performance.”

”Our strong operating cash flow of $6.4 billion year-to-date enabled us to reward shareholders with a 7.4% increase in the dividend and our robust share repurchase program has remained uninterrupted since its inception.”

[RayNar]

Damit der Thread nicht einschläft:

[mike_N]

Antwort auf Beitrag Nr.: 38.649.947 von RayNar am 31.12.09 01:10:04

Auch das 4.Quartal schaut nicht schlecht aus...

http://finance.yahoo.com/news/Philip-Morris-International-bw…

[RayNar]

Philip Morris erfreut mit einer cleveren Preispolitik Analysten und Anleger

Die Zahl der Raucher sinkt kontinuierlich - doch der weltweit zweitgrößte Zigarettenverkäufer Philip Morris schaut optimistisch in die Zukunft. Im abgelaufenen Quartal hat das Unternehmen einen Gewinn von mehr als 1,5 Milliarden Dollar erzielt. Börsenexperten sehen noch Aufwärtspotenzial für die Aktie von Philip Morris.

http://www.handelsblatt.com/finanzen/aktien-im-fokus/tabakko…
Handelsblatt

[jerobeam]

heute Zahlen von Philip Morris CR: 780 Kronen Dividende (ca 8%).

[RayNar]

Gewinn bei Philip Morris um fast ein Drittel gestiegen

Donnerstag, 22. Juli, 14:33 Uhr



Artikel versenden
Drucken

New York/Richmond (apn) Dank einer Preiserhöhung und gestiegenen Exporten nach Asien hat der Zigarettenhersteller Philip Morris International seinen Gewinn im zweiten Quartal um 28 Prozent gesteigert. Der Nettogewinn kletterte auf 1,98 Milliarden Dollar (1,54 Milliarden Euro) oder 1,07 Dollar pro Aktie, wie das Unternehmen am Donnerstag mitteilte. Analysten hatten für das vergangene Quartal lediglich mit 97 Cents pro Anteilsschein gerechnet. Diesen Artikel weiter lesen

Nachdem Philip Morris International seine Erwartungen für das gesamte Jahr erst im Juni nach unten korrigiert hatte, rechnet das Unternehmen nun wieder mit einem Gewinn zwischen 3,75 und 3,85 Dollar pro Aktie. Der Export von Philip-Morris-Zigaretten nach Asien stieg in den vergangenen drei Monaten um 34 Prozent an, weil vor einer Steuererhöhung in Japan viele Händler ihre Lagerbestände auffüllen wollten. In der EU verzeichnete das Unternehmen dagegen ein Minus von sechs Prozent.

Der Tabakhersteller Reynolds American verbuchte im zweiten Quartal einen Gewinnrückgang um 9,5 Prozent. Der Nettogewinn lag nach Angaben vom Donnerstag bei 341 Millionen Dollar (265 Millionen Euro) oder 1,17 Dollar pro Aktie und enttäuschte damit die Erwartungen der Analysten. Der Umsatz ging geringfügig zurück auf 2,24 Milliarden Dollar. Der zweitgrößte Zigarettenhersteller der USA hatte in den vergangenen drei Monaten 9,5 Prozent weniger verkauft als im Vorjahreszeitraum.

© 2010 The Associated Press. Alle Rechte Vorbehalten - All Rights Reserved

[mike_N]

Die alljährliche Dividendenerhöhung viel sogar noch etwas höher aus als erwartet


Philip Morris International Inc. Increases Quarterly Dividend 10.3% to $0.64 Per Share
NEW YORK, Sep 10, 2010 (BUSINESS WIRE) --

Regulatory News:
The Board of Directors of Philip Morris International Inc. (NYSE Euronext Paris: PM) today increased the company's regular quarterly dividend by 10.3%, to an annualized rate of $2.56 per common share.

The new quarterly dividend of $0.64 per common share, up from $0.58 per common share, is payable on October 8, 2010, to stockholders of record as of September 24, 2010. The ex-dividend date

[RayNar]

Kurzer Artikel von Bloomberg über die heutigen Quartalszahlen:


Philip Morris Profit Increases 1.3% as Cigarette Prices Rise
By Chris Burritt - Oct 21, 2010 1:16 PM GMT+0200

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Philip Morris International Inc., the world’s largest publicly traded tobacco company, said third- quarter profit rose 1.3 percent, helped by cigarette price increases.

Net income advanced to $1.82 billion, or 99 cents a share, from $1.8 billion, or 93 cents, a year earlier, the New York- based maker of Marlboro cigarettes said today in a statement. Excluding some items, profit was $1 a share. Analysts projected $1.01, the average of 11 estimates in a Bloomberg survey.

Philip Morris, led by Chief Executive Officer Louis Camilleri, raised prices in Europe and Australia, helping counter falling shipments in Japan. Revenue advanced 2.2 percent to $16.9 billion. All of the company’s sales come from outside the U.S.

Philip Morris rose 41 cents to $57.48 yesterday in New York Stock Exchange composite trading. The shares have climbed 19 percent this year.

Philip Morris was spun off from Altria Group Inc. in 2008. Altria, the largest U.S. tobacco company, reported yesterday a 28 percent increase in third-quarter net income that beat analysts’ estimates, helped by higher prices for Marlboro cigarettes in the U.S. and snuff sales.

[jerobeam]

Understanding the 10 year return for altria / philip morris …

[mike_N]

Antwort auf Beitrag Nr.: 42.023.300 von jerobeam am 30.08.11 21:47:09

Hier ein Link zum Thema PM
http://seekingalpha.com/article/290242-philip-morris-interna…