IMB
🚬 Tobacco sector with psychological barriers for some investors.
🚫 Advertising restrictions create a competitive advantage for existing players.
🔥 Strategy in heated tobacco market is different but potentially rewarding.
💰 Currently undervalued with strong brands and consolidation strategy.
@emeritoquintana:
“We liked the story and the valuation of Imperial Brands more. The sector is very good and interesting. There are some psychological issues that separate you from it because it is unpleasant for people. These companies are constantly somewhat undervalued. There is a change in the sector with all the heated tobacco, and we like the strategy of Imperial Brands more, even though it seems to be lagging behind. We believe it is very cheap, that the brands are very good, that the strategy of changing the consolidation of the number of brands is very interesting, and that we prefer to have it with respect to others.”
Watch the exact part of the video where Emerito talks about Imperial Brands here:
View the video on YouTube.
Read more articles featuring the most recent analysis of Imperial Brands (IMB) at this link: IMB stock.
