摩根大通：全球烟草行业研究报告2009年7月

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Table of Contents
Weekly News Summary 4
Company Update 4
Industry Update 5
Regulation & Tax Watch 6
Tobacco Calendar 7
Unemployment Watch 8
Latest Published Research 9
Reynolds American : Raising Estimates, Dividend Attractive (28 Jul 2009) 10
Lorillard Inc : Pricing, Buyback & Newport Strength Drive EPS Upgrade
(28 Jul 2009)
20
Lorillard Inc : Firing On All Cylinders, 20% EPS Surprise - ALERT
(27 Jul 2009)
27
Japan Tobacco (2914) : JT Domestic for Free on Return of Tax Spectre; Q1
Tough but Top Global Pick (27 Jul 2009)
29
KT&G Corp : 2Q disappoints slightly (24 Jul 2009) 46
ITC Limited : In-line 1Q FY10 results; maintain Neutral (24 Jul 2009) 56
British American Tobacco (M) Bhd : 1H09 results in line but revenue down
on 11% decline in industry volumes (23 Jul 2009)
66
Reynolds American : Q2 Surprise on RJR Cigarette - ALERT (23 Jul 2009) 71
Philip Morris International : Guidance Raised, Organic Growth Robust -
ALERT (23 Jul 2009)
73
Imperial Tobacco Group : Business as Anticipated, Valuation Gap
Compelling (23 Jul 2009)
75
Altria Group : Raising Estimates on Cigarette Strength (23 Jul 2009) 83
Altria Group : Q2 Results In-Line on Cigarette Pricing Benefit - ALERT
(22 Jul 2009)
92
Japan Tobacco (2914) : Another Leaf Acquisition Highlights Sourcing Shift -
ALERT (22 Jul 2009)
94
KT&G Corp : 2Q disappoints slightly - ALERT (22 Jul 2009) 96

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关键词：行业研究报告 研究报告 烟草行业 摩根大通 行业研究

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