Philip Morris (PM / PMI)

Al resto del dividendo se le aplica el 15% en el origen, como a cualquier otra acción USA

This means that the remaining 3% of the total gross dividend is subject to U.S. withholding tax

Annual Meeting de accionistas 01/05/2019:

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Resultados del segundo trimestre de 2019

NEW YORK, July 18, 2019 – Philip Morris International Inc. (NYSE: PM) today announced its 2019 second-quarter results and increases its 2019 full-year reported diluted earnings per share forecast. Comparisons presented in this press release on a “like-for-like” basis reflect pro forma 2018 results, which have been adjusted for the deconsolidation of PMI’s Canadian subsidiary, Rothmans, Benson & Hedges, Inc. (RBH), effective March 22, 2019 (the date of deconsolidation). In addition, reflecting the deconsolidation, PMI’s total market share has been restated for previous periods.

2019 SECOND-QUARTER & YEAR-TO-DATE HIGHLIGHTS

2019 Second-Quarter:

  • Reported diluted EPS of $1.49, up by 5.7%; up by 10.6%, excluding currency
  • Adjusted diluted EPS of $1.46, up by 3.5%; up by 15.0% on a like-for-like basis, excluding currency
  • Cigarette and heated tobacco unit shipment volume down by 1.4% (down by 0.7% on a like-for-like basis), reflecting cigarette shipment volume down by 3.6% and heated tobacco unit shipment volume up by 37.0%
  • Net revenues down by 0.3%; up by 9.0% on a like-for-like basis, excluding currency
  • Operating income up by 3.0%; up by 8.4%, excluding currency
  • Adjusted operating income up by 15.7% on a like-for-like basis, excluding currency
  • Adjusted operating income margin, excluding currency, increased by 2.4 points to 41.4% on a like-for-like basis
  • PMI declared a regular quarterly dividend of $1.14, representing an annualized rate of $4.56per common share
  • The U.S. Food and Drug Administration announced that the marketing of IQOS, PMI’s electrically heated tobacco
    system, is appropriate for the protection of public health and authorized it for sale in the United States

2019 Six Months Year-to-Date:

  • Reported diluted EPS of $2.36, down by 2.1%; up by 3.3%, excluding currency
  • Adjusted diluted EPS of $2.55, up by 5.8%; up by 15.0% on a like-for-like basis, excluding currency
  • Cigarette and heated tobacco unit shipment volume downby 0.2% (upby 0.1% on a like-for-like basis), reflecting cigarette shipment volume down by 1.9% and heated tobacco unit shipment volume up by 29.2%
  • Net revenues down by 1.2%; up by 6.2% on a like-for-like basis, excluding currency
  • Operating income down by 5.1%; up by 0.5%, excluding currency
  • Adjusted operating income up by 12.7% on a like-for-like basis, excluding currency
    • Adjusted operating income margin, excluding currency, increased by 2.2 points to 39.4% on a like-for-like basis

Full year 2019 forecast:

  • PMI revises its full-year 2019 reported diluted EPS forecast to be at least $4.94 at prevailing exchange rates, compared to the previously communicated forecast of at least $4.87, versus $5.08 in 2018.
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  • Philip Morris (NYSE:PM) declares $1.17/share quarterly dividend, 2.6% increase from prior dividend of $1.14.
  • Forward yield 6.28%
  • Payable Oct. 11; for shareholders of record Sept. 25; ex-div Sept. 24.
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Por lo menos lo ha subido

La fortaleza del dolar tiene que estar reventandoles las costuras de los resultados

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Philip Morris International Inc. Reports 2019 Third-Quarter Results (17/10/2019)

2019 Third-Quarter

  • Reported diluted EPS of $1.22, down by 15.3%; also down by 15.3%, excluding currency
  • Adjusted diluted EPS of $1.43, down by 0.7%; up by 5.9% on a like-for-like basis, excluding currency
  • Cigarette and heated tobacco unit shipment volume down by 2.1%, reflecting cigarette shipment volume down by 5.9% and heated tobacco unit shipment volume up by 84.8%; on a like-for-like basis, cigarette and heated tobacco unit shipment volume down by 1.4%
  • Market share of heated tobacco units in IQOS markets, excluding the U.S., up by 1.3 points to 5.1%
  • A charge of approximately $0.20 per share related to an excise tax and Value Added Tax (VAT) audit in Russia
  • Net revenues up by 1.8%; up by 7.0% on a like-for-like basis, excluding currency
  • Operating income down by 11.7%; down by 11.3%, excluding currency
  • Adjusted operating income up by 8.0% on a like-for-like basis, excluding currency
  • Adjusted operating income margin up by 0.4 points to 41.2% on a like-for-like basis, excluding currency
  • Increased the regular quarterly dividend by 2.6% to an annualized rate of $4.68 per common share
  • IQOS introduced for sale in the U.S. following its marketing order authorization by the U.S. Food and Drug Administration
  • New IQOS 3 DUO device introduced for sale in Japan as part of a planned introduction in most IQOS markets by year-end 2019

2019 Nine Months Year-to-Date

  • Reported diluted EPS of $3.57, down by 7.3%; down by 3.9%, excluding currency
  • Adjusted diluted EPS of $3.97, up by 3.1%; up by 11.7% on a like-for-like basis, excluding currency
  • Cigarette and heated tobacco unit shipment volume down by 0.9%, reflecting cigarette shipment volume down by 3.4% and heated tobacco unit shipment volume up by 45.7%; on a like-for-like basis, cigarette and heated tobacco shipment volume down by 0.4%
  • Market share of heated tobacco units in IQOS markets, excluding the U.S., up by 1.3 points to 4.9%
  • Net revenues down by 0.2%; up by 6.5% on a like-for-like basis, excluding currency
  • Operating income down by 7.5%; down by 3.8%, excluding currency
  • Adjusted operating income up by 11.0% on a like-for-like basis, excluding currency
  • Adjusted operating income margin up by 1.6 points to 40.0% on a like-for-like basis, excluding currency
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A su prima la de cal y a esta la de arena …

Citi downgraded Philip Morris (PM) to Neutral and target $90

Citi downgraded Philip Morris (PM) to Neutral and target $90
Past Rating: Buy
Issuance Date: 2019-12-02

Un saludo.

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PM sigue el camino de Nesspreso y abre una tienda exclusiva en Madrid.

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Confirma el dividendo de Enero, 1.17$. +0.0% Q/Q, +2.63 Y/Y.

Un saludo.

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Por lo que acabo de ver, después de una semana de haber recibido el cobro el dividendo, Ib no ha corregido la retención en origen errónea del 15% al 3% , o quizás hayan cambiado este año las leyes fiscales en Usa?

A mi en ING me lo han pagado como siempre 80% sin retención en origen y con el 19% en España y el 20% con 15% en usa y 19% en España

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Yo lo tengo con retención en origen al 15% en IB de momento también

Creo que no debería ser así.

Philip Morris es una empresa 80/20 porque más del 80% de sus beneficios provienen de fuera de Estados Unidos. Creo que el 98% provenían de fuera de Estados Unidos.

Ser empresa 80/20 se traduce fiscalmente en que sólo te retienen sobre el dividendo correspondiente a la parte de los beneficios generados en Estados Unidos.

Por lo tanto, lo correcto sería que el 2% del dividendo tuviese una retención en origen del 15%y el 98% del dividendo no tuviese retención en origen.

Después tienes la retención de España. Si es un broker español te retendrá el 19%. Si es un broker extranjero (Interactive Brokers o DeGiro) no te retendrá nada.

En Degiro lo corrigieron el jueves 16

Pues es posible que tengas razón . En la parte sin retención en origen me pagan 1,03€ por título y en la que tiene retención en origen y en destino 0,02€.

El 98% del total -1,05 - es 1,029 ( o sea los 1,03 sobre los que no retienen en origen)

Aún así es como lo he cobrado desde hace años. Pero nunca había hecho las cuentas de si era el 80% ( lo que yo creía al ser empresa 80/20) o el 98% que veo ahora. Algo más que he aprendido hoy :smile:

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Corregido. Viva Martin Luther King!!!

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2019 Fourth-Quarter & Full-Year Results
(06/02/2020)

2019 Full-Year

  • Reported diluted EPS of $4.61, down by 9.3%; down by 6.7%, excluding currency
  • Adjusted diluted EPS of $5.19, up by 1.8%; up by 9.9% on a like-for-like basis, excluding unfavorable currency of $0.13 per share
  • Cigarette and heated tobacco unit shipment volume down by 2.0%, reflecting cigarette shipment volume down by 4.5% and heated tobacco unit shipment volume up by 44.2% (to 59.7 billion units); down by 1.4% on a like-for-like basis
  • Market share of heated tobacco units in IQOS markets, excluding the U.S., up by 1.4 points to 5.0%
  • Net revenues up by 0.6%; up by 6.4% on a like-for-like basis, excluding currency
  • Operating income down by 7.4%; down by 4.9%, excluding currency
  • Adjusted operating income up by 11.2% on a like-for-like basis, excluding currency
  • Adjusted operating income margin up by 1.7 points to 39.2% on a like-for-like basis, excluding currency
  • Regular quarterly dividend increase of 2.6% to an annualized rate of $4.68 per common share
  • Total IQOS users at year-end estimated at 13.6 million, of which 9.7 million have stopped smoking and switched to IQOS
  • IQOS introduced for sale in the U.S. following its marketing order authorization by the U.S. Food and Drug Administration
  • New IQOS 3 DUO device introduced in IQOS markets globally, excluding the U.S.

2019 Fourth-Quarter

  • Reported diluted EPS of $1.04, down by 15.4%; also down by 15.4%, excluding currency
  • Adjusted diluted EPS of $1.22, down by 2.4%; up by 4.3% on a like-for-like basis, excluding currency
  • Cigarette and heated tobacco unit shipment volume down by 5.0%, reflecting cigarette shipment volume down by 8.0% and heated tobacco unit shipment volume up by 40.7% (to 17.1 billion units); down by 4.4% on a like-for-like basis
  • Market share of heated tobacco units in IQOS markets, excluding the U.S., up by 1.7 points to 5.5%
  • Asset impairment and exit costs of approximately $0.20 per share, principally related to a plant closure in Germany as part of global manufacturing infrastructure optimization
  • Net revenues up by 2.9%; up by 6.3% on a like-for-like basis, excluding currency
  • Operating income down by 7.3%; down by 8.3%, excluding currency
  • Adjusted operating income up by 11.9% on a like-for-like basis, excluding currency
  • Adjusted operating income margin up by 1.8 points to 36.7% on a like-for-like basis, excluding currency
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Dicen los que saben que PM esta intentando normalizar de nuevo el tabaco mediante iQOS

¿Make Tobacco Great Again?

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No he fumado en mi vida pero me lo estoy empezando a plantear.

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