Consumer Goods, Diversified Tech, Finance

British American Tobacco Reports Continued Growth Behind Strength of Vype

As reported by StreetWise Tech, British American Tobacco’s Interim Management Statement for the nine months ended Sept. 30 shows that the group’s Global Drive Brands continue to perform well and that the firm’s newly launched eCig brand, Vype, is off to an encouraging start. We continue to believe that the firm’s wide economic moat is bolstered by its popular brands, global reach, and addictive product … Continue reading British American Tobacco Reports Continued Growth Behind Strength of Vype

Adam KeintzelLeave a comment
Analysis, Finance, Financial

China Unicom Reports Strong Revenue Growth Year over Year

China Unicom reported nine-month results that continue to show strong revenue growth, but at the expense of margins. We think this strategy makes sense while China Mobile remains tied to its 3G TD-SCDMA network. However, with 4G likely coming in the next few months, this strategy may not continue to work. For now, though, we are maintaining our fair value estimate and moat rating. Unicom’s … Continue reading China Unicom Reports Strong Revenue Growth Year over Year

Jayne CrismanLeave a comment