[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 $pm, japan, $mo, nicotine the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::232467659/interactions)  - X Week XXXXXX +17% ### Mentions: XX [#](/creator/twitter::232467659/posts_active)  - X Week XX -XXXX% ### Followers: XXX [#](/creator/twitter::232467659/followers)  - X Week XXX +29% ### CreatorRank: XXXXXXX [#](/creator/twitter::232467659/influencer_rank)  ### Social Influence [#](/creator/twitter::232467659/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXXX% [finance](/list/finance) XXXXX% [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$pm](/topic/$pm) 12.68%, [japan](/topic/japan) 11.27%, [$mo](/topic/$mo) 9.86%, [nicotine](/topic/nicotine) 7.04%, [zyn](/topic/zyn) #16, [bat](/topic/bat) 5.63%, [happened](/topic/happened) 4.23%, [$tpb](/topic/$tpb) 2.82%, [investment](/topic/investment) 2.82%, [$2914t](/topic/$2914t) XXXX% **Top accounts mentioned or mentioned by** [@catholicgop2016](/creator/undefined) [@p000dl3](/creator/undefined) [@johndoeknowsguy](/creator/undefined) [@richardersted](/creator/undefined) [@lazereater](/creator/undefined) [@bigblockvette69](/creator/undefined) [@davidkilli99638](/creator/undefined) [@richard_ersted](/creator/undefined) [@tobaccoinsider](/creator/undefined) [@4awesometweet](/creator/undefined) [@siriusfund](/creator/undefined) [@nicotinecap](/creator/undefined) [@russellgates](/creator/undefined) [@tobaccovanguard](/creator/undefined) [@richardersteds](/creator/undefined) [@tobaccomistro](/creator/undefined) [@recitalnotec127284597r3t5hmutmmediumiosutmsourcenotesshareaction](/creator/undefined) [@javiertiedra](/creator/undefined) [@matthewhcullen](/creator/undefined) [@russellgates_](/creator/undefined) **Top assets mentioned** [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Diageo plc (DEO)](/topic/$deo) [British American Tobacco (BTI)](/topic/$bti) [Performance Food Group Company (PFGC)](/topic/$pfgc) ### 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 "@p000dl3 @CatholicGOP2016 Hi Pikabu thanks for following my work. I have limited knowledge about $TPB. But given $MO already owns the On brand and has invested behind its growth I see limited strategic rationale for acquiring another pouch business unless theres differentiating value"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1944950156572713250) 2025-07-15 02:40:27 UTC XXX followers, XXX engagements "$EVO - Evolution's Q2 results confirm my thesis: it's transitioning from a growth darling into a resilient compounding machine. The path to attractive shareholder returns is clear even without heroic growth. My deep-dive on the quarter:"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1945774619912499585) 2025-07-17 09:16:34 UTC XXX followers, 7940 engagements "@CatholicGOP2016 VUSE had GBP1.7bn (USD2.2bn) revenue in FY24. Assume similar ASP VEEV annual runrate revenue (based on Q1 2025 volume) could be around USD400m which is more than X% of $PM revenue"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1944784126051315966) 2025-07-14 15:40:42 UTC XXX followers, XX engagements "@4Awesometweet That's unfortunate. Diageo doubled its capex in FY22 and significantly increased maturing stock investment which didn't align with customer demand (under investment in Guinness and over investment in spirits). Debra Crew could be a scapegoat as it happened before she became CEO"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1946014664670015820) 2025-07-18 01:10:25 UTC XXX followers, XX engagements "@DavidKilli99638 I am comparing the sequential market share movement of VELO versus ZYN to provide some context to the data. Note that the market share is based on the total smokeless category including snus moist snuff and nicotine pouches"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1948766539655835781) 2025-07-25 15:25:24 UTC XXX followers, 1895 engagements "Just corrected a minor typo in the chart. The blue dot on the left should be labeled "Montego" (owned by Japan Tobacco) instead of "Pall Mall" (owned by BAT)"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1943148027461661120) 2025-07-10 03:19:26 UTC XXX followers, XXX engagements "@lazereater @p000dl3 @CatholicGOP2016 Thanks will do some homework to understand more about these brands"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1945086647390916799) 2025-07-15 11:42:49 UTC XXX followers, XXX engagements "$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 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 "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 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Another consideration is for scaling of $TPB products to what extent does it cannibalise existing portfolio of $MO if they get additional x dollar of revenue from $TPB but gives away x dollar of revenue from existing business with higher margin then the math doesn't work"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1945720455182406029) 2025-07-17 05:41:20 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 "@CatholicGOP2016 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater What does BC stand for please Thanks for sharing this I may want to quote this in my future article. Thats why I dont fancy the explosive growth of Velo Plus (yet). This cannibalise snus volume while at a far lower margin"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1945332276512047508) 2025-07-16 03:58:51 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 "@CatholicGOP2016 Yes I echo your view. I shared this concern with BAT investor relations earlier. You may use auto translate on youtube to play the video below and jump to 12:00. Theres burnt taste for the first puff"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1946581744003809552) 2025-07-19 14:43:48 UTC XXX followers, XXX 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 "Ahead of Big Tobacco's quarterly earnings it's time to filter out the noise and focus on what matters. Revisit the power ranking guide for $PM $BTI $MO $IMB and $JAPAY. Read the full in-depth analysis before the numbers drop:"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1943138931710791796) 2025-07-10 02:43:17 UTC XXX followers, 3576 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 $PM but not SWMA given the same product"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1945281009483694471) 2025-07-16 00:35:08 UTC XXX followers, XX engagements "@CatholicGOP2016 Yes indeed. Tobacco insider published a short note to summarise this. "You only have to do a few things right in your life""  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1946767918588690444) 2025-07-20 03:03:35 UTC XXX followers, XXX engagements "@CatholicGOP2016 @tobaccoinsider I see limited benefit to the Japan government to legalise nicotine vaping for the time being. But you never know. A lot of funny stuffs happened in recent years that couldn't be explained logically"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1948176541718135289) 2025-07-24 00:20:57 UTC XXX followers, XX engagements "$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, 2500 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, 3691 engagements "@CatholicGOP2016 I have also shared this concern with Smoore International investor relations team. Smoore is the Chinese R&D partner earning royalty fee from Glo Hilo"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1946582331860586576) 2025-07-19 14:46:08 UTC XXX followers, XXX engagements "@CatholicGOP2016 @richard_ersted I echo that Zyn should be fine. $PM is also smart with its public and government relations approach. "Manufacturing Comeback" "Public Health" "Communities" "Charitable Causes" "Invested in America". keywords that politicians and the public like"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1946026467294658871) 2025-07-18 01:57:19 UTC XXX followers, XX 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, 8092 engagements "@CatholicGOP2016 @russellgates_ Yes you are right but theres also risk that once Juul is XXX% controlled by $MO there would be spillover of legal risk to $MO. Also Juul product has been inferior to Vuse for quite a few years due to Smoore supplying state of the art pod-based vaping product to BAT"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1944902501389754624) 2025-07-14 23:31:05 UTC XXX followers, XX engagements "@CatholicGOP2016 I have relayed the question to @tobaccoinsider and it could be due to retail channel inventory clearance of old devices and sticks ahead of Ploom Aura nationwide launch in July and Glo Hilo in September. Worth monitoring 2H 2025 market share movement to see how that goes"  [@antonykh1218](/creator/x/antonykh1218) on [X](/post/tweet/1948064737616376090) 2025-07-23 16:56:41 UTC XXX followers, XXX engagements "$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 "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
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@antonykh1218 Anthony Yiu
Anthony Yiu posts on X about $pm, japan, $mo, 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 +17%
Mentions: XX #
- X Week XX -XXXX%
Followers: XXX #
- X Week XXX +29%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% countries XXXXX% finance XXXXX% currencies XXXX% social networks XXXX% technology brands XXXX%
Social topic influence $pm 12.68%, japan 11.27%, $mo 9.86%, nicotine 7.04%, zyn #16, bat 5.63%, happened 4.23%, $tpb 2.82%, investment 2.82%, $2914t XXXX%
Top accounts mentioned or mentioned by @catholicgop2016 @p000dl3 @johndoeknowsguy @richardersted @lazereater @bigblockvette69 @davidkilli99638 @richard_ersted @tobaccoinsider @4awesometweet @siriusfund @nicotinecap @russellgates @tobaccovanguard @richardersteds @tobaccomistro @recitalnotec127284597r3t5hmutmmediumiosutmsourcenotesshareaction @javiertiedra @matthewhcullen @russellgates_
Top assets mentioned Philip Morris International Inc. (PM) Altria Group Inc (MO) Diageo plc (DEO) British American Tobacco (BTI) Performance Food Group Company (PFGC)
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
"@p000dl3 @CatholicGOP2016 Hi Pikabu thanks for following my work. I have limited knowledge about $TPB. But given $MO already owns the On brand and has invested behind its growth I see limited strategic rationale for acquiring another pouch business unless theres differentiating value" @antonykh1218 on X 2025-07-15 02:40:27 UTC XXX followers, XXX engagements
"$EVO - Evolution's Q2 results confirm my thesis: it's transitioning from a growth darling into a resilient compounding machine. The path to attractive shareholder returns is clear even without heroic growth. My deep-dive on the quarter:" @antonykh1218 on X 2025-07-17 09:16:34 UTC XXX followers, 7940 engagements
"@CatholicGOP2016 VUSE had GBP1.7bn (USD2.2bn) revenue in FY24. Assume similar ASP VEEV annual runrate revenue (based on Q1 2025 volume) could be around USD400m which is more than X% of $PM revenue" @antonykh1218 on X 2025-07-14 15:40:42 UTC XXX followers, XX engagements
"@4Awesometweet That's unfortunate. Diageo doubled its capex in FY22 and significantly increased maturing stock investment which didn't align with customer demand (under investment in Guinness and over investment in spirits). Debra Crew could be a scapegoat as it happened before she became CEO" @antonykh1218 on X 2025-07-18 01:10:25 UTC XXX followers, XX engagements
"@DavidKilli99638 I am comparing the sequential market share movement of VELO versus ZYN to provide some context to the data. Note that the market share is based on the total smokeless category including snus moist snuff and nicotine pouches" @antonykh1218 on X 2025-07-25 15:25:24 UTC XXX followers, 1895 engagements
"Just corrected a minor typo in the chart. The blue dot on the left should be labeled "Montego" (owned by Japan Tobacco) instead of "Pall Mall" (owned by BAT)" @antonykh1218 on X 2025-07-10 03:19:26 UTC XXX followers, XXX engagements
"@lazereater @p000dl3 @CatholicGOP2016 Thanks will do some homework to understand more about these brands" @antonykh1218 on X 2025-07-15 11:42:49 UTC XXX followers, XXX engagements
"$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 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
"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 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater Another consideration is for scaling of $TPB products to what extent does it cannibalise existing portfolio of $MO if they get additional x dollar of revenue from $TPB but gives away x dollar of revenue from existing business with higher margin then the math doesn't work" @antonykh1218 on X 2025-07-17 05:41:20 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
"@CatholicGOP2016 @JohnDoeKnowsGuy @p000dl3 @richard_ersted @lazereater What does BC stand for please Thanks for sharing this I may want to quote this in my future article. Thats why I dont fancy the explosive growth of Velo Plus (yet). This cannibalise snus volume while at a far lower margin" @antonykh1218 on X 2025-07-16 03:58:51 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
"@CatholicGOP2016 Yes I echo your view. I shared this concern with BAT investor relations earlier. You may use auto translate on youtube to play the video below and jump to 12:00. Theres burnt taste for the first puff" @antonykh1218 on X 2025-07-19 14:43:48 UTC XXX followers, XXX 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
"Ahead of Big Tobacco's quarterly earnings it's time to filter out the noise and focus on what matters. Revisit the power ranking guide for $PM $BTI $MO $IMB and $JAPAY. Read the full in-depth analysis before the numbers drop:" @antonykh1218 on X 2025-07-10 02:43:17 UTC XXX followers, 3576 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 $PM but not SWMA given the same product" @antonykh1218 on X 2025-07-16 00:35:08 UTC XXX followers, XX engagements
"@CatholicGOP2016 Yes indeed. Tobacco insider published a short note to summarise this. "You only have to do a few things right in your life"" @antonykh1218 on X 2025-07-20 03:03:35 UTC XXX followers, XXX engagements
"@CatholicGOP2016 @tobaccoinsider I see limited benefit to the Japan government to legalise nicotine vaping for the time being. But you never know. A lot of funny stuffs happened in recent years that couldn't be explained logically" @antonykh1218 on X 2025-07-24 00:20:57 UTC XXX followers, XX engagements
"$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, 2500 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, 3691 engagements
"@CatholicGOP2016 I have also shared this concern with Smoore International investor relations team. Smoore is the Chinese R&D partner earning royalty fee from Glo Hilo" @antonykh1218 on X 2025-07-19 14:46:08 UTC XXX followers, XXX engagements
"@CatholicGOP2016 @richard_ersted I echo that Zyn should be fine. $PM is also smart with its public and government relations approach. "Manufacturing Comeback" "Public Health" "Communities" "Charitable Causes" "Invested in America". keywords that politicians and the public like" @antonykh1218 on X 2025-07-18 01:57:19 UTC XXX followers, XX 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, 8092 engagements
"@CatholicGOP2016 @russellgates_ Yes you are right but theres also risk that once Juul is XXX% controlled by $MO there would be spillover of legal risk to $MO. Also Juul product has been inferior to Vuse for quite a few years due to Smoore supplying state of the art pod-based vaping product to BAT" @antonykh1218 on X 2025-07-14 23:31:05 UTC XXX followers, XX engagements
"@CatholicGOP2016 I have relayed the question to @tobaccoinsider and it could be due to retail channel inventory clearance of old devices and sticks ahead of Ploom Aura nationwide launch in July and Glo Hilo in September. Worth monitoring 2H 2025 market share movement to see how that goes" @antonykh1218 on X 2025-07-23 16:56:41 UTC XXX followers, XXX engagements
"$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
"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