A long thread to say that $PM is a very diluted play on Zyn. Instead, look at $HAYPP as a more direct play. 👇🏽👇🏽
Philip Morris $PM: US ZYN sales are just ~5% of group sales, despite all the press attention lavished on it
Your opinion on US ZYN, whether positive (fast growth) or negative (FDA risk), should not be main factor driving your investment view on PM
(Swedish Match smokefree sales…
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