Imperial Brands PLC

Imperial Brands Plc is a holding company which engages in the manufacture and sale of cigarettes, tobaccos, cigars, rolling papers, and tubes. It operates through the Tobacco and Next Generation Product (NGP) segments. The company was founded in 1636 and is headquartered in Bristol, the United Kingdom.

Imperial Brands is scheduled to release a pre-close update on October 6, and we expect mostly positive headlines. FY22 guidance is likely to be met, and the update may point to higher dividends and the resumption of buybacks in November.

Imperial Brands: Likely Good News On October 6 But Still One To Avoid

As supply chains snarls continue to disrupt businesses while Europe's economies buckle under the weight of rapidly escalating energy costs, the specter of a global recession is fast becoming a reality. Imperial Brands PLC ( IMBBF , Financial) ( LSE:IMB , Financial) offers investors a high-yielding dividend haven in an economic environment of uncertainty, declining earnings growth and overall poor total returns.

Imperial Brands: A Safe Haven in a Looming Recessionary Storm

British American Tobacco

Philip Morris

As British American Tobacco PLC (LSE:BATS) unveiled its half-year results, volumes of 'vape' and other forms of so-called 'smoke-free' products continue to rise. More than 20mln people now use those products across the sector, and, the FTSE 100 blue-chip continues exploring its product diversification beyond cigarettes and tobacco.

Vapes and other smoke-free products on the rise as race for market share hots up

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Is Imperial Tobacco Group (IMBBY) Stock Undervalued Right Now?

Tobacco companies seem to be back in style, almost reliving their youth while outperforming the market for the first time in decades. Imperial Brands is a free cash flow dividend-oriented machine that offers an 8.52% fundamentally secure dividend yield to its potential investors.

Imperial Brands: Are Inflation And Recession Making It A Buy Now?

British American Tobacco PLC (LON:BATS) has returned 23.99% to investors year-to-date. Imperial Brands PLC (LON:IMB) has 10.34% returns in the same period.

BATS and Imperial Brands are technically sound in a bear market?

Diageo

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Well, that didn't last long. As we suspected, each and every market rally until the Federal Reserve completes the interest rate hike cycle likely will be met with selling as investors try to go to cash and get away from the market's downward spiral.

Why These 5 European Dividend Aristocrats (Some With Huge Yields) Are Incredible Q3 Buys

Reckitt Benckiser Group PLC

Consumer ‘staples' Reckitt Benckiser Group PLC (LSE:RKT, ETR:3RB) and Imperial Brands PLC (LSE:IMB) should stand firm in tough times according to broker RBC Group, which has them as recession stock picks.   The investment bank said that “with a relatively resilient portfolio in the event of wider economic unpredictability, we believe Reckitt is undervalued”.

Reckitt, Imperial Brands among broker's UK recession stock picks

Tobacco proves to be a good place to hide in this market. IMBBY is relatively undervalued by at least 22%.

Imperial Brands: 8% Yield And Share Buybacks To Unlock Value

Imperial Brands PLC (OTCQX:IMBBY) Q2 2022 Earnings Conference Call May 17, 2022 4:00 AM ET Company Participants Stefan Bomhard - CEO Lukas Paravicini - CFO Peter Durman - IR Conference Call Participants Richard Felton - Goldman Sachs Faham Baig - Credit Suisse John Leinster - Societe Generale Rashad Kawan - Morgan Stanley Alicia Forry - Investec John Fell - Ash Park Jared Dinges - JPMorgan Stefan Bomhard Good morning to everyone here and welcome to our Half Year Results Presentation. And thank you to all of you who've come to join us here in London.

Imperial Brands PLC (IMBBY) CEO Stefan Bomhard on Q2 2022 Results - Earnings Call Transcript

Imperial Brands shares rose 7.9% in London after H1 FY22 results, but we believe they show that underlying fundamentals have gotten worse. Adjusted EPS rose 7.7% excluding currency, but largely due to non-operational or non-recurring factors. Revenues rose just 0.3%.

Imperial Brands: Fundamentals Worsening Despite 7.7% EPS Growth In H1 FY22

Imperial Brands PLC (LSE:IMB) said it is making “good progress” with its five-year strategic plan to change its focus from tobacco products to tobacco alternatives and is on track to report full-year results in line with guidance.  In the six-month period to 31 March 2022, reported revenue fell 1.3% from the same period last year to £15.36bn, due to lower excise duty in Europe.

Imperial Brands making ‘good progress' on strategic goals; on track to meet full-year guidance

Imperial Brands on Tuesday reported a marginal increase in first half sales as demand for ecigarettes and heated tobacco products helped make up for lower tobacco volumes.

Imperial Brands reports flat first-half sales

Vodafone Group

Tuesday's spotlight is likely to be fixed on Vodafone Group PLC (LSE:VOD) as it rings in with full-year results on the back of the telecoms group making several headlines in recent weeks. Just days after reports that the FTSE 100-listed group and Three owner CK Hutchison have rekindled talks about combining their UK businesses, at the weekend it emerged that a UAE-based Emirates Telecommunications Group (e&) has become its new largest investor, with a US$4.4bn purchase of a 9.8% stake.

Vodafone, Imperial Brands and LandSec calling in results on Tuesday

The Ukraine invasion has meant BAT and PM will be offsetting profit impacts from loss of HTP and traditional volumes with pricing in residual markets. With Russia being one of the good HTP markets, this is comparatively a big blow.

Imperial Brands Just Needs To Last A Few More Rounds

Cigarette maker Imperial Brands PLC (LSE:IMB) shares were boosted by growth in its next-generation products (NGPs) which offset weaker tobacco performance in Europe, although analysts aren't getting too excited just yet. First-half NGP revenues are expected to be ahead of last year, largely driven by growth on this side of the Atlantic.

Imperial Brands shows signs of improvement in vape and e-cig performance

Imperial Brands PLC (LSE:IMB) said it expects full-year results to be in with guidance. The maker of Davidoff cigarettes sees full-year net revenue growth of 0-1% on a constant currency basis and adjusted operating profit growth of around 1%.

Imperial Brands on target to meet full year expectations

By Anna Peel Look ahead to FTSE 350, other companies reporting & economic events from 4 to 8 April We'll see what rising inflation means for demand at Moonpig Group PLC Entain PLC should shed light on how much online demand is shifting back to in-store Imperial Brands PLC hopes to find success with next-generation product trials [Staff note: The FTSE 350 Index is a market-cap-weighted stock market index made up of the London Stock Exchange constituents of the FTSE 100 and FTSE 250 indexes.

FTSE 350 Look Ahead: Moonpig, Imperial Brands, Entain, and More

While Imperial Brands has not reported results since November, recent news across the Tobacco sector have made us even more cautious.

Imperial Brands: Headwinds Gathering, Avoid Its 8.8% Dividend Yield

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So, which names now make up the Michael Burry stocks? Let's dive in, and check out these seven, the six that are U.S.-based, plus one foreign stock you can buy over-the-counter (OTC): Bristol-Myers Squibb (NYSE:BMY) CoreCivic (NYSE:CXW) Fidelity National Financial (NYSE:FNF) General Dynamics (NYSE:GD) Geo Group (NYSE:GEO) Imperial Brands (OTCMKTS:IMBBY) AEA-Bridges Impact (NYSE:IMPX) The post 7 Michael Burry Stocks to Buy as ‘The Big Short' Investor Makes Moves appeared first on InvestorPlace.

7 Michael Burry Stocks to Buy as ‘The Big Short' Investor Makes Moves

Imperial Brands PLC (LSE:IMB) is in negotiations to sell its Russian assets and operations as the group tries to cut ties with the country. The tobacco maker employs 1,000 people in Russia in sales and marketing in a factory in Volgograd, with Russia and Ukraine accounting for around 2% of total revenue and 0.5% of operating profits.

Imperial Brands to sell Russian assets

Imperial Brands said on Tuesday its exit from Russia would have a small impact on annual profit and the cigarette maker has started talks with a third party to transfer the assets due to the Ukraine crisis.

Imperial Brands flags small profit hit from Russia exit

Oxford Cannabinoid Technologies Holdings PLC (LSE:OCTP, OTCQB:OCTHF) announced several board changes today, including the appointment of Richard Hathaway as a non-executive director with effect from 1 February. The cannabinoid pharmaceutical development company says Hathaway was nominated following an agreement between Oxford Cannabinoid and Imperial Brands Ventures Limited, a 10.87% shareholder, as its representative after the resignation of Bishrut Mukherjee in September 2021.

Oxford Cannabinoid adds Imperial Brands representative to board

Some analysts have suggested Imperial Brands is in a state of managed decline. New CEO Stefan Bomhard is attempting to “turn the ship” by re-focusing on the core tobacco business and taking a cautious approach with New Generation Products.

Imperial Brands Has Value Even If In A State Of Managed Decline

Imperial Brands is a dividend powerhouse offering an 8.5% dividend yield and seems to be trading at very attractive valuations.

News for Imperial Brands PLC Stock (IMBBY)