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Recital

Anthony Yiu documents his investment decision process through company research, industry analysis, and portfolio-oriented write-ups.

https://recital.substack.com/

Mentions25
Posts14
Latest post12 Oct 2026
Imperial Brands PLCImperial Brands FY26 Pre-close: On Track, and the Arithmetic of a Low P/E-12 Oct 2026
Imperial Brands PLCBAT Capital Markets Day 2026: What Changed, What Didn’t-7 Oct 2026
Philip Morris International Inc.BAT Capital Markets Day 2026: What Changed, What Didn’t-7 Oct 2026
British American Tobacco p.l.c.BAT Capital Markets Day 2026: What Changed, What Didn’t-7 Oct 2026
Evolution AB (publ)After BAT’s Capital Markets Day: Who I Am and Why I Went-4 Oct 2026
Diageo plcAfter BAT’s Capital Markets Day: Who I Am and Why I Went-4 Oct 2026
British American Tobacco p.l.c.After BAT’s Capital Markets Day: Who I Am and Why I Went-4 Oct 2026
Imperial Brands PLCNorth Carolina Nicotine Field Trip: Tracking the Untracked Channel-29 Sept 2026
Altria Group, Inc.North Carolina Nicotine Field Trip: Tracking the Untracked Channel-29 Sept 2026
Philip Morris International Inc.North Carolina Nicotine Field Trip: Tracking the Untracked Channel-29 Sept 2026
British American Tobacco p.l.c.North Carolina Nicotine Field Trip: Tracking the Untracked Channel-29 Sept 2026
Imperial Brands PLCChicago Nicotine Field Trip: Tracking the Untracked Channel-26 Sept 2026
Altria Group, Inc.Chicago Nicotine Field Trip: Tracking the Untracked Channel-26 Sept 2026
Philip Morris International Inc.Chicago Nicotine Field Trip: Tracking the Untracked Channel-26 Sept 2026
British American Tobacco p.l.c.Chicago Nicotine Field Trip: Tracking the Untracked Channel-26 Sept 2026
Imperial Brands PLCPMI and Imperial Brands at Barclays 2026: Two Companies, Two Different Questions-15 Sept 2026
Philip Morris International Inc.PMI and Imperial Brands at Barclays 2026: Two Companies, Two Different Questions-15 Sept 2026
British American Tobacco p.l.c.Quick Update - VUSE Pro launch in the U.S.-8 Sept 2026
Smoore International Holdings LimitedSmoore International: interim results presentation 2026-20 Aug 2026
Diageo plcDiageo: What Changes, What Doesn't-14 Aug 2026
British American Tobacco p.l.c.BAT: How Many Cigarettes Is a Vape Pod Worth?-5 Aug 2026
British American Tobacco p.l.c.BAT H1 2026: The Price of Converting an American Smoker-4 Aug 2026
Philip Morris International Inc.PMI Q2 2026: The Growth Engine Holds, and VEEV's Rise Isn't a Product Story-29 Jul 2026
RLX Technology Inc.The No List: Initiating Coverage on RLX Technology (NYSE: RLX)-9 Jul 2026
Philip Morris International Inc.Borrowed Beauty-1 Jul 2026