[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @antonykh1218 Anthony Yiu Anthony Yiu posts on X about japan, $pm, zyn, nicotine the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::232467659/interactions)  - X Week XXXXXX +62% ### Mentions: XX [#](/creator/twitter::232467659/posts_active)  - X Week XX -XX% ### Followers: XXX [#](/creator/twitter::232467659/followers)  - X Week XXX +30% ### CreatorRank: XXXXXXX [#](/creator/twitter::232467659/influencer_rank)  ### Social Influence [#](/creator/twitter::232467659/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXXX% [finance](/list/finance) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [japan](/topic/japan) 10.29%, [$pm](/topic/$pm) 8.82%, [zyn](/topic/zyn) 4.41%, [nicotine](/topic/nicotine) 4.41%, [$mo](/topic/$mo) 2.94%, [snus](/topic/snus) 2.94%, [$deo](/topic/$deo) 2.94%, [happened](/topic/happened) 2.94%, [roic](/topic/roic) 1.47%, [investment](/topic/investment) XXXX% **Top accounts mentioned or mentioned by** [@catholicgop2016](/creator/undefined) [@p000dl3](/creator/undefined) [@bigblockvette69](/creator/undefined) [@richardersted](/creator/undefined) [@lazereater](/creator/undefined) [@johndoeknowsguy](/creator/undefined) [@davidkilli99638](/creator/undefined) [@richard_ersted](/creator/undefined) [@nicotinecap](/creator/undefined) [@tobaccoinsider](/creator/undefined) [@4awesometweet](/creator/undefined) [@siriusfund](/creator/undefined) [@ps5454ps](/creator/undefined) [@russellgates](/creator/undefined) [@tobaccovanguard](/creator/undefined) [@richardersteds](/creator/undefined) [@tobaccomistro](/creator/undefined) [@recitalnotec127284597r3t5hmutmmediumiosutmsourcenotesshareaction](/creator/undefined) [@javiertiedra](/creator/undefined) [@matthewhcullen](/creator/undefined) **Top assets mentioned** [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Diageo plc (DEO)](/topic/$deo) [Performance Food Group Company (PFGC)](/topic/$pfgc) [British American Tobacco (BTI)](/topic/$bti) ### Top Social Posts [#](/creator/twitter::232467659/posts) --- Top posts by engagements in the last XX hours "@JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater @CatholicGOP2016 I havent put too much thought into it yet. Why does $MO need to acquire instead of building another one on their own (if they really need to which i am not sure) It will be EPS dilutive based on 35x multiple. How long does it take for ROIC to cross its WACC"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1945272834206335264) 2025-07-16 00:02:39 UTC XXX followers, XXX engagements "@CatholicGOP2016 Yes you nailed it. Honestly I don't know where to begin with for $MO when it comes to overseas expansion"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1944776351195742307) 2025-07-14 15:09:48 UTC XXX followers, XX engagements "@DavidKilli99638 I am comparing the sequential market share movement of VELO versus ZYN to provide some context to the data. Note that the market share is based on the total smokeless category including snus moist snuff and nicotine pouches"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1948766539655835781) 2025-07-25 15:25:24 UTC XXX followers, 2313 engagements "$DEO I published this article in Mar 2025 to analyse why Diageo traded at depressed valuation. Part of my argument was deficiency in Diageos incentive plan that didnt penalise management for excessive capex and working capital investment"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1945666908088676396) 2025-07-17 02:08:34 UTC XXX followers, XXX engagements "@CatholicGOP2016 Yes exactly. They are on the other side of the table when helping KT&G to market their heated tobacco brand Lil outside of Korea. I am skeptical of any form of partnership between tobacco firms (also for other industries) unless theres very strong alignment of interest"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1946819933851234533) 2025-07-20 06:30:17 UTC XXX followers, XXX engagements "@CatholicGOP2016 Thanks for your insights great reminder. Thats an interesting thought from Barclays. $PM can do that in countries with high smokefree penetration"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1948591770691846526) 2025-07-25 03:50:55 UTC XXX followers, XX engagements "@DavidKilli99638 @nicotinecap You never know what the bad actor will save you from the worse. iMiracle / Qisitech (owner of elf bar and geek bar) has made a huge fortune already and they may not take excessive risk to earn much more. If they exit the U.S. new entrants will only be more hungry and aggressive"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1949259991678144890) 2025-07-27 00:06:12 UTC XXX followers, XX engagements "3/4 The real concern no one is discussing: In Japan its most critical market IQOS HTU market share saw its first sequential decline since 2021.This is far more significant to the global thesis than ZYN inventory phasing. Why did this happen"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1947905300452999272) 2025-07-23 06:23:08 UTC XXX followers, XXX engagements "@CatholicGOP2016 U.S. cigarette price is still the most affordable globally perhaps only second to Japan when comparing cigarette price to disposable income. It has a long way to go before reaching the price level of cigarette in Europe on relative basis"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1944907975812112784) 2025-07-14 23:52:50 UTC XXX followers, XXX engagements "@CatholicGOP2016 This is a long article thanks for spending time to read and comment. Yes indeed the dollar-exposure will increase and interestingly USD is depreciating due to tariff OBBB and many other related events. FX is likely to be a tailwind this year"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1944767323245862927) 2025-07-14 14:33:56 UTC XXX followers, XXX engagements "4/4 My latest article on Substack digs into the IQOS market share movement in Japan PMI's premium valuation and the overlooked strengths that show the full picture. For the complete analysis: #PM #PhilipMorris #Investing #stocks"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1947905302596346237) 2025-07-23 06:23:09 UTC XXX followers, XXX engagements "@CatholicGOP2016 @richard_ersted I see no reason why they would exit the U.S. market prior to 2017 when they had a solid foothold in the world's largest nicotine profit pool excluding China"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1944645911327715811) 2025-07-14 06:31:29 UTC XXX followers, XX engagements "@tobaccoinsider IQOS adjusted market share in Japan declined sequentially from XXXX% in Q1 2025 to XXXX% in Q2 2025. This is the first sequential quarterly decline observed since the third quarter of 2021 during the transition from IQOS X to IQOS ILUMA. Any thoughts please"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1947953587625263499) 2025-07-23 09:35:01 UTC XXX followers, XXX engagements "@siriusfund @DavidKilli99638 About XXX% of the smokeless category (including nicotine pouches) or X% of the nicotine pouches category. Possibly with negative revenue (not typo I meant revenue not profit) given their low price point and quickly expanding distribution (from 42k to 72k stores as of 1H 2025)"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1948790552507679212) 2025-07-25 17:00:49 UTC XXX followers, XX engagements "@JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater @CatholicGOP2016 Your vision seems to be quite different from the historical financial and Nielsens scanner data I see. I am less capable at predicting a future that deviates too much from the present when it comes to the nicotine category"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1945280090893619705) 2025-07-16 00:31:29 UTC XXX followers, XX engagements "@tobaccoinsider Yes right BAT and JT need to clear the channel inventories first. Then Q2 market share decline is less concerning but something to monitor for 2H 2025. Perfect reply thanks a lot"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1947962607996223891) 2025-07-23 10:10:51 UTC XXX followers, XXX engagements "@CatholicGOP2016 Yes sure I will bear in mind and mention in my future articles on Substack. In the interim they are partnering with Japan Tobacco but business partnership doesn't last forever"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1944768855605493849) 2025-07-14 14:40:01 UTC XXX followers, XX engagements "@BigBlockVette69 @PS5454PS $pm has mentioned in several occasions that dry pouches (zyn) convert customers from cigarette and vape users more effectively while wet pouches (velo plus / zyn ultra) convert snus / moist snuff users more effectively. Cig and vape represent a larger customer base in the U.S"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1949246848096694683) 2025-07-26 23:13:58 UTC XXX followers, XX engagements "@JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater @CatholicGOP2016 May I know why convenience stores and wholesalers like McLane and $PFGC would answer to a call from $PM but not SWMA given the same product"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1945281009483694471) 2025-07-16 00:35:08 UTC XXX followers, XX engagements "@CatholicGOP2016 @tobaccoinsider I see limited benefit to the Japan government to legalise nicotine vaping for the time being. But you never know. A lot of funny stuffs happened in recent years that couldn't be explained logically"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1948176541718135289) 2025-07-24 00:20:57 UTC XXX followers, XX engagements "$PM - I just sent an email to Philip Morris International's investor relations team requesting more information regarding the decline in IQOS market share in Japan. I am not in a position to expect a reply from them though. I post it here to seek insights from the community"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1947951109706031585) 2025-07-23 09:25:10 UTC XXX followers, 2518 engagements "$BTI $BATS Velo Plus increased average sales price by XX% according to the latest 2-week Nielsen data while market share expansion ACCELERATED Does new customer demand drive it or is it driven by existing customers loading up on pouches before the price increase"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1948701333336588713) 2025-07-25 11:06:17 UTC XXX followers, 4706 engagements "1/4 Philip Morris $PM stock fell XXX% despite a stellar Q2 with XX% adj. EPS growth and raised guidance.The market panicked about ZYN but it focused on the wrong metric and completely missed the elephant in the my breakdown of what really happened. 🧵👇"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1947905295977746601) 2025-07-23 06:23:07 UTC XXX followers, 8223 engagements "@CatholicGOP2016 I have relayed the question to @tobaccoinsider and it could be due to retail channel inventory clearance of old devices and sticks ahead of Ploom Aura nationwide launch in July and Glo Hilo in September. Worth monitoring 2H 2025 market share movement to see how that goes"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1948064737616376090) 2025-07-23 16:56:41 UTC XXX followers, XXX engagements "$DEO I published a note on Substack last month highlighting Nik Jhangiani CFO of Diageo. He addressed the key problems of the company and pinpointed reasons why the management made questionable decisions. He now replaces Debra Crew to act as interim CEO"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1945631240121712656) 2025-07-16 23:46:50 UTC XXX followers, XXX engagements "@BigBlockVette69 @PS5454PS It could be a known consumer insight to the major players so they all started with dry pouches (including Velo). Then they only launched wet pouches products when dry pouches products lack competitiveness vs ZYN"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1949249058033586357) 2025-07-26 23:22:45 UTC XXX followers, XX engagements "2/4 The ZYN "slowdown" is a misinterpretation. The sequential dip in shipments was an expected inventory correction after restocking in Q1.The real story is consumer offtake which reaccelerated to XX% YoY in early July. The brand is strong. The panic was misplaced"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1947905298167173256) 2025-07-23 06:23:08 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@antonykh1218 Anthony Yiu
Anthony Yiu posts on X about japan, $pm, zyn, nicotine the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +62%
Mentions: XX #
- X Week XX -XX%
Followers: XXX #
- X Week XXX +30%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% countries XXXXX% finance XXXX% currencies XXXX%
Social topic influence japan 10.29%, $pm 8.82%, zyn 4.41%, nicotine 4.41%, $mo 2.94%, snus 2.94%, $deo 2.94%, happened 2.94%, roic 1.47%, investment XXXX%
Top accounts mentioned or mentioned by @catholicgop2016 @p000dl3 @bigblockvette69 @richardersted @lazereater @johndoeknowsguy @davidkilli99638 @richard_ersted @nicotinecap @tobaccoinsider @4awesometweet @siriusfund @ps5454ps @russellgates @tobaccovanguard @richardersteds @tobaccomistro @recitalnotec127284597r3t5hmutmmediumiosutmsourcenotesshareaction @javiertiedra @matthewhcullen
Top assets mentioned Philip Morris International Inc. (PM) Altria Group Inc (MO) Diageo plc (DEO) Performance Food Group Company (PFGC) British American Tobacco (BTI)
Top Social Posts #
Top posts by engagements in the last XX hours
"@JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater @CatholicGOP2016 I havent put too much thought into it yet. Why does $MO need to acquire instead of building another one on their own (if they really need to which i am not sure) It will be EPS dilutive based on 35x multiple. How long does it take for ROIC to cross its WACC"
@antonykh1218 on X 2025-07-16 00:02:39 UTC XXX followers, XXX engagements
"@CatholicGOP2016 Yes you nailed it. Honestly I don't know where to begin with for $MO when it comes to overseas expansion" @antonykh1218 on X 2025-07-14 15:09:48 UTC XXX followers, XX engagements
"@DavidKilli99638 I am comparing the sequential market share movement of VELO versus ZYN to provide some context to the data. Note that the market share is based on the total smokeless category including snus moist snuff and nicotine pouches" @antonykh1218 on X 2025-07-25 15:25:24 UTC XXX followers, 2313 engagements
"$DEO I published this article in Mar 2025 to analyse why Diageo traded at depressed valuation. Part of my argument was deficiency in Diageos incentive plan that didnt penalise management for excessive capex and working capital investment" @antonykh1218 on X 2025-07-17 02:08:34 UTC XXX followers, XXX engagements
"@CatholicGOP2016 Yes exactly. They are on the other side of the table when helping KT&G to market their heated tobacco brand Lil outside of Korea. I am skeptical of any form of partnership between tobacco firms (also for other industries) unless theres very strong alignment of interest" @antonykh1218 on X 2025-07-20 06:30:17 UTC XXX followers, XXX engagements
"@CatholicGOP2016 Thanks for your insights great reminder. Thats an interesting thought from Barclays. $PM can do that in countries with high smokefree penetration" @antonykh1218 on X 2025-07-25 03:50:55 UTC XXX followers, XX engagements
"@DavidKilli99638 @nicotinecap You never know what the bad actor will save you from the worse. iMiracle / Qisitech (owner of elf bar and geek bar) has made a huge fortune already and they may not take excessive risk to earn much more. If they exit the U.S. new entrants will only be more hungry and aggressive" @antonykh1218 on X 2025-07-27 00:06:12 UTC XXX followers, XX engagements
"3/4 The real concern no one is discussing: In Japan its most critical market IQOS HTU market share saw its first sequential decline since 2021.This is far more significant to the global thesis than ZYN inventory phasing. Why did this happen" @antonykh1218 on X 2025-07-23 06:23:08 UTC XXX followers, XXX engagements
"@CatholicGOP2016 U.S. cigarette price is still the most affordable globally perhaps only second to Japan when comparing cigarette price to disposable income. It has a long way to go before reaching the price level of cigarette in Europe on relative basis" @antonykh1218 on X 2025-07-14 23:52:50 UTC XXX followers, XXX engagements
"@CatholicGOP2016 This is a long article thanks for spending time to read and comment. Yes indeed the dollar-exposure will increase and interestingly USD is depreciating due to tariff OBBB and many other related events. FX is likely to be a tailwind this year" @antonykh1218 on X 2025-07-14 14:33:56 UTC XXX followers, XXX engagements
"4/4 My latest article on Substack digs into the IQOS market share movement in Japan PMI's premium valuation and the overlooked strengths that show the full picture. For the complete analysis: #PM #PhilipMorris #Investing #stocks" @antonykh1218 on X 2025-07-23 06:23:09 UTC XXX followers, XXX engagements
"@CatholicGOP2016 @richard_ersted I see no reason why they would exit the U.S. market prior to 2017 when they had a solid foothold in the world's largest nicotine profit pool excluding China" @antonykh1218 on X 2025-07-14 06:31:29 UTC XXX followers, XX engagements
"@tobaccoinsider IQOS adjusted market share in Japan declined sequentially from XXXX% in Q1 2025 to XXXX% in Q2 2025. This is the first sequential quarterly decline observed since the third quarter of 2021 during the transition from IQOS X to IQOS ILUMA. Any thoughts please" @antonykh1218 on X 2025-07-23 09:35:01 UTC XXX followers, XXX engagements
"@siriusfund @DavidKilli99638 About XXX% of the smokeless category (including nicotine pouches) or X% of the nicotine pouches category. Possibly with negative revenue (not typo I meant revenue not profit) given their low price point and quickly expanding distribution (from 42k to 72k stores as of 1H 2025)" @antonykh1218 on X 2025-07-25 17:00:49 UTC XXX followers, XX engagements
"@JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater @CatholicGOP2016 Your vision seems to be quite different from the historical financial and Nielsens scanner data I see. I am less capable at predicting a future that deviates too much from the present when it comes to the nicotine category" @antonykh1218 on X 2025-07-16 00:31:29 UTC XXX followers, XX engagements
"@tobaccoinsider Yes right BAT and JT need to clear the channel inventories first. Then Q2 market share decline is less concerning but something to monitor for 2H 2025. Perfect reply thanks a lot" @antonykh1218 on X 2025-07-23 10:10:51 UTC XXX followers, XXX engagements
"@CatholicGOP2016 Yes sure I will bear in mind and mention in my future articles on Substack. In the interim they are partnering with Japan Tobacco but business partnership doesn't last forever" @antonykh1218 on X 2025-07-14 14:40:01 UTC XXX followers, XX engagements
"@BigBlockVette69 @PS5454PS $pm has mentioned in several occasions that dry pouches (zyn) convert customers from cigarette and vape users more effectively while wet pouches (velo plus / zyn ultra) convert snus / moist snuff users more effectively. Cig and vape represent a larger customer base in the U.S" @antonykh1218 on X 2025-07-26 23:13:58 UTC XXX followers, XX engagements
"@JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater @CatholicGOP2016 May I know why convenience stores and wholesalers like McLane and $PFGC would answer to a call from $PM but not SWMA given the same product" @antonykh1218 on X 2025-07-16 00:35:08 UTC XXX followers, XX engagements
"@CatholicGOP2016 @tobaccoinsider I see limited benefit to the Japan government to legalise nicotine vaping for the time being. But you never know. A lot of funny stuffs happened in recent years that couldn't be explained logically" @antonykh1218 on X 2025-07-24 00:20:57 UTC XXX followers, XX engagements
"$PM - I just sent an email to Philip Morris International's investor relations team requesting more information regarding the decline in IQOS market share in Japan. I am not in a position to expect a reply from them though. I post it here to seek insights from the community" @antonykh1218 on X 2025-07-23 09:25:10 UTC XXX followers, 2518 engagements
"$BTI $BATS Velo Plus increased average sales price by XX% according to the latest 2-week Nielsen data while market share expansion ACCELERATED Does new customer demand drive it or is it driven by existing customers loading up on pouches before the price increase" @antonykh1218 on X 2025-07-25 11:06:17 UTC XXX followers, 4706 engagements
"1/4 Philip Morris $PM stock fell XXX% despite a stellar Q2 with XX% adj. EPS growth and raised guidance.The market panicked about ZYN but it focused on the wrong metric and completely missed the elephant in the my breakdown of what really happened. 🧵👇" @antonykh1218 on X 2025-07-23 06:23:07 UTC XXX followers, 8223 engagements
"@CatholicGOP2016 I have relayed the question to @tobaccoinsider and it could be due to retail channel inventory clearance of old devices and sticks ahead of Ploom Aura nationwide launch in July and Glo Hilo in September. Worth monitoring 2H 2025 market share movement to see how that goes" @antonykh1218 on X 2025-07-23 16:56:41 UTC XXX followers, XXX engagements
"$DEO I published a note on Substack last month highlighting Nik Jhangiani CFO of Diageo. He addressed the key problems of the company and pinpointed reasons why the management made questionable decisions. He now replaces Debra Crew to act as interim CEO" @antonykh1218 on X 2025-07-16 23:46:50 UTC XXX followers, XXX engagements
"@BigBlockVette69 @PS5454PS It could be a known consumer insight to the major players so they all started with dry pouches (including Velo). Then they only launched wet pouches products when dry pouches products lack competitiveness vs ZYN" @antonykh1218 on X 2025-07-26 23:22:45 UTC XXX followers, XX engagements
"2/4 The ZYN "slowdown" is a misinterpretation. The sequential dip in shipments was an expected inventory correction after restocking in Q1.The real story is consumer offtake which reaccelerated to XX% YoY in early July. The brand is strong. The panic was misplaced" @antonykh1218 on X 2025-07-23 06:23:08 UTC XXX followers, XXX engagements