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Japan Tobacco Inc. (JAPAY) Q4 2025 Earnings Call Transcript
Japan Tobacco Inc. (JAPAY) Q4 2025 Earnings Call Transcript
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Japan Tobacco: A 'Buy' On Beat & Raise Quarter, Profitability Outlook
I stick to a "Buy" rating for Japan Tobacco after analyzing its prospects for the short-term and medium-term. JAPAY's 3Q25 adjusted operating profit jumped 30% YoY, thanks to price hikes and higher volumes. The company is anticipating a 24% rise in operating earnings for the full year; it still has plans for additional pricing adjustments.
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Japan Tobacco Inc. (JAPAY) Q3 2025 Earnings Call Transcript
Japan Tobacco Inc. (OTCPK:JAPAY) Q3 2025 Earnings Call October 30, 2025 4:00 AM EDT Company Participants Hiromasa Furukawa - Senior VP, CFO & Corporate Communications Nobuya Kato - Executive VP & Deputy CEO Conference Call Participants Hiroshi Saji - Mizuho Securities Co., Ltd., Research Division Makoto Morita - Nomura Securities Co. Ltd.
seekingalpha.com
Japan Tobacco Inc. (JAPAY) Q2 2025 Earnings Call Transcript
Japan Tobacco Inc. (OTCPK:JAPAY) Q2 2025 Earnings Call July 31, 2025 4:00 AM ET Company Participants Hiromasa Furukawa - Senior VP, CFO & Corporate Communications Nobuya Kato - Executive VP & Deputy CEO Conference Call Participants Fujiwara - Unidentified Company Haruka Miyake - Morgan Stanley, Research Division Hiroshi Saji - Mizuho Securities Co., Ltd., Research Division Makoto Morita - Unidentified Company Takashi Miyazaki - Goldman Sachs Group, Inc., Research Division Tsukasa Furuta - Unidentified Company Hiromasa Furukawa Good afternoon.
seekingalpha.com
High-Yield Tobacco: Relative Quality
With recent market highs and no shortage of thrills, some investors might be ready to turn the excitement down a notch or two. Tobacco companies often pay high dividend yields backed by decades of proven reliability supported by durable revenues. Six tobacco companies were evaluated using a relative quality matrix with factors including yield, payout ratio, value, profitability, growth, and leverage.
seekingalpha.com
Japan Tobacco: Staying Positive On New Product And Non-Core Disposal
Japan Tobacco continues to deserve a Buy rating, taking into consideration recent corporate developments. The sale of its non-core pharmaceutical business should lead to a narrowing of the holding company valuation discount and more generous cash distributions. JAPAY is also introducing its latest heated tobacco device and new high-end tobacco stick brand in July this year.
seekingalpha.com
Japan Tobacco Inc. (JAPAY) Q1 2025 Earnings Call Transcript
Japan Tobacco Inc. (OTCPK:JAPAY) Q1 2025 Results Conference Call May 7, 2025 6:00 AM ET Company Participants Hiromasa Furukawa - Group Chief Financial Officer Dinesh Babu Thotakura - General Manager Nobuya Kato - JTI Deputy CEO Conference Call Participants Kazuaki Hashiguchi - Daiwa Securities Tsukasa Furuta - SMBC Nikko Takashi Miyazaki - Goldman Sachs Haruka Miyake - Morgan Stanley Makoto Morita - Nomura Securities Satoshi Fujiwara - JPMorgan Hiroshi Saji - Mizuho Securities Hiromasa Furukawa Good afternoon. I'm Hiromasa Furukawa, CFO of the JT Group.
seekingalpha.com
Japan Tobacco: Enjoy The Income While Waiting For Growth
Japan Tobacco offers a high 5% dividend yield, ideal for income-focused investors, despite inconsistent annual dividend growth. The stock has appreciated by 7% annually over five years, with total returns of 12% including dividends. Though no growth is expected this year, future dividend growth is expected as the company aims for high single-digit earnings growth.
seekingalpha.com
Japan Tobacco Inc. (JAPAY) Full Year 2024 Earnings Call Transcript
Japan Tobacco Inc. (OTCPK:JAPAY) Q4 2024 Earnings Conference Call February 14, 2025 3:00 AM ET Company Participants Masamichi Terabatake - Group President and Chief Executive Officer Eddy Pirard - President and Chief Executive Officer of JTI Hiromasa Furukawa - Group Chief Financial Officer Vassilis Vovos - Chief Financial Officer of JTI Stefan Fitz - Chief Commercial Officer of JTI Conference Call Participants Hiroshi Saji - Mizuho Securities Satoshi Fujiwara - JP Morgan Securities Operator Thank you for participating in the Investor Meeting for 2024 Full Year Results at Japan Tobacco Inc. today despite of your busy schedule. Since it is the scheduled time, allow us to get started.
seekingalpha.com
Japan Tobacco: Look Beyond In-Line Results And Consider Its Favorable Prospects (Rating Upgrade)
I upgrade Japan Tobacco from Hold to Buy, after considering its satisfactory 2024 performance and its positive outlook. JAPAF's 2024 results met expectations with an 8% increase in both its topline and operating income. Price hikes for Camel and WITH brands should boost FY25 earnings, supported by JAPAF's dominant 43% market share in Japan.
seekingalpha.com
Japan Tobacco Inc. (JAPAY) Q3 2024 Earnings Call Transcript
Japan Tobacco Inc. (JAPAY) Q3 2024 Earnings Call Transcript
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Japan Tobacco: The Vector Group Acquisition Impact
Japan Tobacco Inc.'s YTD gains are unsurprising, given its muted profit outlook, high market multiples, and lower dividend yield compared to peers even towards the start of the year. Its recent acquisition of Vector Group raises concerns further about Japan Tobacco's future sustainability as it focuses more on traditional tobacco than next-generation products. The acquisition's cost can also significantly impact earnings, raising the forward P/E ratio and potentially impacting dividends.
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Japan Tobacco: It's All About The Yen (Rating Downgrade)
JAPAY's Q2 2024 top line grew by +14.0% YoY and exceeded the consensus projection by +4.6%, thanks to the weakening of the Japanese yen. But it is likely that the Japanese yen could strengthen going forward, and this means that Japan Tobacco's 2H and FY 2024 results are at risk of missing expectations. I lower my rating for JAPAY to a Hold in view of the potential yen appreciation headwind.
seekingalpha.com
Japan Tobacco Inc. (JAPAF) Q4 2023 Earnings Call Transcript
Japan Tobacco Inc. (JAPAF) Q4 2023 Earnings Call Transcript
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Japan Tobacco Inc. (JAPAF) Q3 2023 Earnings Call Transcript
Japan Tobacco Inc. (OTCPK:JAPAF) Q3 2023 Earnings Conference Call October 31, 2023 4:00 AM ET Company Participants Hiromasa Furukawa - CFO Conference Call Participants Hiroshi Saji - Mizuho Securities Satoshi Fujiwara - Nomura Securities Makoto Morita - Daiwa Securities Haruka Miyake - Morgan Stanley MUFG Takashi Miyazaki - Goldman Sachs Securities Unidentified Company Representative Thank you for participating in the Investor Meeting for Q3 2023 Results at Japan Tobacco Inc. today. Before we start the meeting, I would like to ask you to make sure that your display name is accurate.
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Japan Tobacco: Accelerating Growth Justifies A Higher Valuation
Japan Tobacco faces challenges due to regulations and growing awareness of health risks, but the tobacco market continues to grow. New Zealand plans to implement a lifetime ban on tobacco purchasing for young people, but it is unlikely to have a significant effect on global tobacco revenue. Japan Tobacco is undervalued compared to some of its peers, and its growth initiatives and potential share buybacks could boost earnings and dividends.
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Japan Tobacco Inc. (JAPAF) Q2 2023 Earnings Call Transcript
Japan Tobacco Inc. (OTCPK:JAPAF) Q2 2023 Earnings Conference Call July 31, 2023 4:00 AM ET Company Participants Nobuya Kato - Chief Financial Officer Koji Shimayoshi - JTI Deputy Chief Executive Officer Conference Call Participants Haruka Miyake - Morgan Stanley Hiroshi Saji - Mizuho Securities Makoto Morita - Daiwa Securities Naomi Takagi - SMBC Nikko Securities Nobuya Kato I am Nobuya Kato, CFO of the JT Group. Thank you for joining us today for the JT Group's Financial Results Briefing for the Second Quarter of Fiscal Year 2023.
businessinsider.com
E-cig startup Juul is talking to Philip Morris, Altria, and Japan Tobacco about its future, WSJ reports. Here's a rundown of the startup's rise and fall.
Juul rebranded three times, sold assets, and attracted nontraditional investors. Now, it's reportedly in partnership talks with big tobacco companies.
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Japan Tobacco Inc. (JAPAF) Q1 2023 Earnings Call Transcript
Japan Tobacco Inc. (OTCPK:JAPAF) Q1 2023 Earnings Conference Call May 2, 2023 4:00 AM ET Company Participants Nobuya Kato - Chief Financial Officer Koji Shimayoshi - JTI, Deputy Chief Executive Officer Conference Call Participants Hiroshi Saji - Mizuho Securities Satoshi Fujiwara - Nomura Securities Makoto Morita - Daiwa Securities Tomonobu Tsunoyama - Mitsubishi UFJ Morgan Stanley Securities Haruka Miyake - Morgan Stanley MUFG Securities Naomi Takagi - SMBC Nikko Securities Inc Nobuya Kato I am Nobuya Kato, Chief Financial Officer of the JT Group. Thank you for joining us today for JT Group's 2023 First Quarter Earnings Briefing.
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If I Could Only Buy 2 Dividend Stocks In April 2023
In today's article, I will introduce you to my two top dividend picks of the month, which I currently consider attractive due to various factors. Both companies have strong financial health, possess important competitive advantages and their valuation is currently attractive.