Chimphona cha fodya padziko lonse chikadali ndi mapulani adzidzidzi, kuphatikiza kusamukira ku US
Philip Morris International (PM 1.17%) sanakhudzidwe ndi vuto loletsa kuitanitsa kwa chipangizo chake cha fodya cha IQOS ku US, monga zotsatira za kotala lachinayi za chimphona cha ndudu zimasonyeza ndalama ndi phindu zomwe zikuposa zomwe akuyembekezera.
Kugulitsa kwa IQOS kudafika kwina kulikonse padziko lapansi, ndipo kugulitsa ndudu zachikhalidwe kudakhazikika pakuchepetsa zoletsa za COVID-19, zomwe zidapangitsa a Philip Morris kuti apereke chitsogozo kusanachitike zolosera za Wall Street.
Kampani ya ndudu ikupitirizabe kudzipereka ku tsogolo lopanda utsi kumene ndudu zamagetsi monga IQOS ndizo gwero lalikulu la kutumiza chikonga.Ndipo ngakhale samadziwa ngati idzatha kuthana ndi vuto lalikulu lomwe IQOS laletsa, mkulu wa bungweli a Jacek Olczak adati: "Tikulowa mu 2022 ndi zikhazikitso zamphamvu, zothandizidwa ndi IQOS, komanso luso losangalatsa loti tipeze mbiri yathu yopanda utsi. ."
Kuchepetsa mwayi waukulu wamsika
Ndalama zagawo lachinayi la $ 8.1 biliyoni zidakwera 8.9% kuyambira chaka chatha, kapena 8.4% posinthidwa, popeza kuchuluka kwa IQOS kudakwera 17% mpaka 25.4 biliyoni ndipo ndudu zoyaka zidakwera 2.4% kuyambira chaka chapitacho (Corporate Event). Deta yoperekedwa ndi Wall Street Horizon).
Ngakhale popanda phindu la msika wa US, gawo la msika la IQOS linakwera peresenti imodzi kufika pa 7.1%.
Chida chotenthetsera cha fodya chinaletsedwa kutumizidwa ku US pambuyo poti British American Fodya (BTI -0.14%) inasumira Philip Morris pamaso pa US International Trade Commission, yomwe inavomereza kuti IQOS inaphwanya malamulo a British American.
Philip Morris anali ndi mgwirizano ndi Altria ( MO 0.63%) kuti agulitse ndi kugulitsa IQOS ku US pambuyo poti chipangizocho chinalandira chilolezo cha US Food & Drug Administration, koma pamene Altria akukonzekera kutulutsa dziko lonse la chipangizocho, ITC inapereka chiwopsezo chakupha. ku ma plan amenewo.Ngakhale kuti ma apilo a chigamulochi ali mkati, padutsa zaka zambiri kuti nkhaniyi ithetsedwe.
Fodya waku Britain waku America akuti IQOS idaphwanya ma patent awiri omwe adapeza atagula Reynolds American.Inanena kuti chipangizochi chimagwiritsa ntchito njira yakale yaukadaulo yomwe idapanga popangira chotenthetsera cha chipangizo chake cha glo.Chowotchera ndi chidutswa cha ceramic chomwe chimatenthetsa ndodo ya fodya ndikuwunika kutentha kuti zisayaka.ITC idavomereza ndikuletsa kuitanitsa kwawo, zomwe zidapangitsa Philip Morris kuganizira zosamukira ku US
Ndudu akadali ng'ombe ya ndalama
Chifukwa US imadziwika kuti ndi msika waukulu kwambiri wazogulitsa zomwe zili pachiwopsezo chocheperako ngati IQOS, ndizovuta kwambiri kwa Philip Morris ndi Altria kuti sangathe kugulitsidwa pano.Altria, makamaka, alibe ma e-cigs ake omwe angagulitse, chifukwa amatseka kupanga kwawo poyembekezera kugulitsa IQOS.
Mwamwayi, malonda akuyamba kwina.European Union idalumpha 35% mpaka 7.8 biliyoni, pomwe kum'mawa kwa Europe ndi kum'mawa kwa Asia ndi Australia zidakwera modzichepetsa pa 8% ndi 7%, motsatana.
Komabe, ngakhale IQOS ndi tsogolo la Philip Morris, ndudu zoyaka zidakali zake zazikulu zopangira ndalama.Komwe inali ndi mayunitsi a 25.4 biliyoni a IQOS omwe adatumizidwa kotala, ndudu zinali zazikulu kuwirikiza kasanu ndi mayunitsi 158 biliyoni.
Marlboro akadali chizindikiro chake chachikulu, kutumiza kuwirikiza katatu kuposa chachikulu chotsatira, L&M.Pamayunitsi opitilira 62 biliyoni, Marlboro nayonso ndi yayikulu kuwirikiza 2.5 kuposa gawo lonse la fodya wotenthedwa.
Ndikusutabe
Philip Morris amapindula ndi chizolowezi chosuta fodya, chomwe chimapangitsa kuti makasitomala ake azibweranso kuti azipeza zambiri ngakhale kuti mitengo imakwera kangapo pachaka.Chiŵerengero chonse cha osuta chikucheperachepera pang’onopang’ono, koma chotsalira ndicho maziko ake ndipo zimachititsa kuti kampani ya fodya ikhale ndi phindu lalikulu.
Komabe, Philip Morris akupitiriza kukulitsa bizinesi yake yopanda utsi ndipo amawona kuti ogwiritsa ntchito onse a IQOS kumapeto kwa gawo lachinayi adayima pafupifupi 21.2 miliyoni, omwe pafupifupi 15.3 miliyoni asintha ku IQOS ndikusiya kusuta.
Uku ndikupambana kochititsa chidwi, ndipo pomwe maboma ambiri akuzindikira phindu la kuchepa kwa chiwopsezo cha e-cigs, a Philip Morris akadali ndi dziko lopanda utsi lotseguka.
Nkhaniyi ikuyimira malingaliro a wolemba, yemwe sangagwirizane ndi malingaliro "ovomerezeka" a upangiri wa uphungu wa Motley Fool.Ndife wokongola!Kufunsa malingaliro oyika ndalama - ngakhale imodzi yathu - imatithandiza tonse kuganiza mozama za kuyika ndalama ndikupanga zisankho zomwe zingatithandize kukhala anzeru, osangalala, komanso olemera.
Rich Duprey ali ndi Altria Group.The Motley Fool amalimbikitsa British American Tobacco.The Motley Fool ali ndi ndondomeko yowulula.
Nthawi yotumiza: Apr-29-2022