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Imperial Brands 2022 - Financial Analysis: A cheap and unloved stock with high yield? 

Ted Wainman @ Talk Financials
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Imperial Brands plc (formerly Imperial Tobacco Group plc), is a British multinational tobacco company headquartered in Bristol, England. It is the world's fourth-largest international cigarette company measured by market share after Philip Morris International, British American Tobacco, and Japan Tobacco, and the world's largest producer of fine-cut tobacco and tobacco papers.
In this video I investigate their financial performance.
I hope you find the analysis useful and informative. You can find more short videos of Financial Analysis of companies in the news at www.talkfinancials.com/financialanalysis
Please do share your thoughts with me through the comments below.
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DISCLAIMER: the information in this video does not constitute advice. The opinions expressed are our own and you should not rely on these opinions when making investment decisions. Remember, the value of investments can rise as well as fall. You may not get back your original capital that is invested and there is a chance that you will lose everything! You should ensure that you undertake your own due diligence and research before making any investment decisions. If you do not feel comfortable to undertake such research yourself, then you should seek paid-for professional investment advice from a suitably qualified individual or organisation.

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16 сен 2024

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Комментарии : 8   
@priyankaarte6
@priyankaarte6 4 месяца назад
I found it quite insightful for a beginner !
@foxmulder4308
@foxmulder4308 10 месяцев назад
This is a GREAT STOCK everyone should get in on right now! The end of 2023 and into 2024 is going to be HUGE for Imperial Brands !
@leonhenry4861
@leonhenry4861 8 месяцев назад
Why?
@tc9634
@tc9634 10 месяцев назад
I own BATS and IMB, I don't consider the taxes when thinking about the income statement, though I appreciate the disclosure. Generally items like duties, VAT and indirect taxes are excluded from financial statements (e.g. JD weatherspoons discloses how their business pays in non-CT tax but it's not in the income statement, Direct Line similarly doesn't show insurance premium tax in their income statement). They are a significant net positive for 2 reasons. 1. It's a significant chunk of tax revenue for all the countries concerned, making future tobacco restrictions less likely and 2. It means prices rises by the tobacco companies are even more diluted before they reach the end consumer e.g. a £10 pack of cigarettes could have £5 duty, and perhaps £1-£2 could be the retailer/distributors markup, so perhaps only £3-£4 is the revenue the tobacco manufacturer recognises. This means a 10% price rise by the manufacturer turns into only a 3-4% price rise to the end consumer, absorbing a lot of the price inflation.
@parashuram1023
@parashuram1023 Год назад
Hi Ted, could you do one for small caps like Ergomed, Fonix mobile, Alphawave, Cerllion thank you
@nerisgunz
@nerisgunz Год назад
Hi Ted, can you do Standard Chartered?
@damienwang9662
@damienwang9662 Год назад
Hi - thanks for sharing. Comparing to BATS, any ideas why IMB has much lower operational & profit margins?
@ghosthdel3098
@ghosthdel3098 Год назад
smaller company, i think IMB much better than BATS as hey have less overheads... I hope they increase their div this year.
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