$日本たばこ産業(JAPAF.US)$$アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$We believe Japan Tobacco's exit from the Russian market will be a neutral event for the shares. The longer-term outlook for earnings is flat to falling, but this may be enough to deliver a sustainable dividend yield of 6%. This prospective yield is not attractive enough given the negative secular trends for combustible tobacco. We rate the shares as neutra...
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Japan Tobacco: Russia Exit In The Price But 6% Dividend Yield Not Attractive Enough.
The longer-term outlook for earnings is flat to falling, but this may be enough to deliver a sustainable dividend yield of 6%.
This prospective yield is not attractive enough given the negative secular trends for combustible tobacco. We rate the shares as neutra...
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