05/31/2025, 05:49 AM UTC
这不是你认知中的菲利普莫里斯国际公司This Isn't The Philip Morris You Think It Is
1、菲利普莫里斯引领行业向无烟产品转型,42%收入来自IQOS和Zyn等替代品;2、2025年Q1业绩强劲,有机收入增长10.2%,利润率提升并上调盈利指引;3、尽管存在监管风险和估值溢价,其稳定现金流和股息增长使其成为兼具防御性收益与增长潜力的长期投资标的。1. Philip Morris leads the industry shift to smoke-free alternatives, deriving 42% of revenue from products like IQOS and Zyn; 2. Strong Q1 2025 results show 10.2% organic revenue growth, margin expansion, and upgraded earnings guidance; 3. Despite regulatory risks and a premium valuation, its stable cash flow and dividend growth justify a strong buy rating for income-focused investors.---
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