IMPERIAL BRANDS WKN: 903000 ISIN: GB0004544929 Forum: Aktien Thema: Hauptdiskussion

Morgen ist Ex-Divi, danach geht's wieder runter.

Ich bin noch drin und das wird auch eine Weile noch so bleiben, EK liegt bei 35

Hi Sigi, ich bins whest, nö leider nicht, ich *** hab zu früh verkauft

Whest, bist Du hier noch vertreten?

Guter Zeitpunkt zum Einsteigen?

DANKE auch aber verstehe leider nicht alles

Gerne! :)

Danke fürs Teilen

British American Tobacco plc (LON:BATS) and fellow blue-chip cigarette maker Imperial Brands PLC (LON:IMB) saw their shares go up in smoke on Monday, together with US peer Altria Group Inc. (NYSE:MO) after US broker Cowen pulled back its ratings for all three in a global sector review. Cowen’s analysts said the downgrades come as they “grow increasingly cautious on the outlook for combustible cigarettes in the US.” They pointed out: “Our new market model suggests cigarette industry volumes will likely fall at an 8% CAGR between 2018-2025; with pricing not serving as an adequate offset.” Looking at the individual stocks, the analysts said: “BATS is arguably the most disadvantaged by changes in the US cigarette landscape.” They pointed out: “Not only is the company the market share leader in menthol (which now faces legitimate regulatory risk), the company has also experienced meaningful market share losses in the ecigarette category for its Vuse offering.” The analysts said an “offset from more stable volumes internationally should be somewhat helpful” and they also raised their 2019 and 2020 earnings per share (EPS) estimates for BAT on currency factors. However, they slashed their target price for the Dunhill, Lucky Strike and Camel brands maker to 2,650p per share, down from 4,250p, with the shares trading at 2,476.50p, down 4.1% on Friday’s close. On Imperial Brands, the Cowen analysts said: “Of the global tobacco companies under our coverage, IMB has always boasted the most attractive valuation, but has also been the most challenged in terms of market share development.” They added: “While IMB remains a good cost cutting story, the combination of market share softness in the US, as well as internationally, coupled with increased regulatory risk in the US makes us more cautious on the stock.” The analysts lowered their target price for the Winston, JPS and West cigarettes firm to 2,500p from 3,100p after raising their 2019 RPS forecasts but cutting those for 2020, with the stock trading at 2,339.50p, down 4.9%.

warum hat BAT deutlich mehr verloren als IMP?

Immer buchung

Ist die Div von heute eigentlich noch in diesem Jahr steuerpflichtig oder erst bei Buchung im neuen Jahr, weil heute Banken zu haben?

Das hoffe ich nun mal auch nicht. Sonst bekommst Du Probleme mit mir. Welcome back!

Danke für die Info

Heute ist Ex-Div. Auf einigen Seiten im Netz wurde zwar fälschlich der 15.11. genannt, auf der ITB-Homepage kann man's aber nachsehen.

Hab nochmal zugelegt.