industry intelligence
Measured conclusion
Latest qualified tape
Industry Sentiment Dossier
Tobacco sentiment intelligence
Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.
Weighted tone51.7Neutral is 50
Constructive but selective
56/100 narrative breadth
74/100 evidence confidence
36 qualified equities from 44 latest records
Executive Evidence Brief
A balanced headline masks a selective company tape
Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.
Evidence that supports the read
Constructive participation reaches 56/100 across qualified company reads.
Evidence confidence is 74/100 across 36 qualified equities.
Direct company coverage supplies 89% of the measured article set.
Conditions that limit conviction
Only 31% of measured equities have a positive one-week response.
Narrative Breadth
How widely tone is shared
56Breadth
Constructive411.1%
Balanced3288.9%
Cautious00.0%
Score Distribution
Shape of the company tape
0Strong caution
0Cautious
32Balanced
4Constructive
0Strongly constructive
Evidence Quality
Reliability of the read
74/100 group confidence
High confidence26
Usable evidence8
Developing2
724 relevant story observations across 321 publisher signals. 89% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50
The path uses a fixed quality sample of up to 36 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.
Market Confirmation
How price is responding to the news tape
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Country map
Strongest tone
🇺🇸 United States54.59 equities · 77/100 confidence14 thin groups are withheld because they contain fewer than 5 qualified securities.
Narrative Dispersion
Parent-sector context
Strongest tone
Consumer Defensive51.736 equities · 74/100 confidencePeer Comparison
Where this read sits in the ranked tape
Oil & Gas Integrated57.070/100 confidence · 102 equitiesDiscount Stores56.575/100 confidence · 50 equitiesHealthcare Plans55.778/100 confidence · 34 equitiesBanks - Diversified55.775/100 confidence · 123 equitiesAuto Parts51.854/100 confidence · 752 equitiesPharmaceutical Retailers51.852/100 confidence · 73 equitiesTobacco51.770/100 confidence · 44 equitiesGambling51.765/100 confidence · 65 equitiesUtilities - Renewable51.760/100 confidence · 268 equitiesDiversified Telecommunication Services50.056/100 confidence · 1 equitiesCoking Coal49.961/100 confidence · 31 equitiesInsurance49.072/100 confidence · 2 equitiesSoftware41.082/100 confidence · 1 equities
Catalyst Lens
What is moving the narrative
Earnings2261.1% of equities · tone 52.2
Market update1438.9% of equities · tone 51.1
Publisher Lens
Where the latest observations came from
simplywall.st616.7% of equities · tone 52.1
finance.yahoo.com513.9% of equities · tone 54.7
MarketBeat513.9% of equities · tone 49.4
webull.com38.3% of equities · tone 49.0
Market source25.6% of equities · tone 53.6
marketscreener.com25.6% of equities · tone 52.0
TradingKey25.6% of equities · tone 51.3
TradingView25.6% of equities · tone 50.6
Positioning Lens
What deserves attention
Score rank#98among 157 measured industries
Parent spread-0.2versus Consumer Defensive
Cross-company dispersion3.6higher values mean a less uniform tape
Security Evidence
The equities behind the read
Constructive leaders
PM61
Philip Morris International Inc
Balanced read · -0.7% 1W
Earnings · 90/100 confidence · 33 direct storiesTPB59
Turning Point Brands Inc
Balanced read · -2.0% 1W
Earnings · 80/100 confidence · 51 direct stories291459
Japan Tobacco Inc.
Balanced read · -0.4% 1W
Earnings · 77/100 confidence · 14 direct storiesPHMO3459
Philip Morris International Inc.
Balanced read · -0.9% 1W
Earnings · 54/100 confidence · 2 direct storiesRYM57
RYTHM, Inc.
Price moving ahead of tone · +24.2% 1W
Earnings · 70/100 confidence · 6 direct stories696955
Smoore International Holdings Limited
Price moving ahead of tone · +11.5% 1W
Market update · 75/100 confidence · 13 direct storiesMOOO3455
Altria Group, Inc.
Balanced read · -0.7% 1W
Earnings · 58/100 confidence · 3 direct storiesAIIR53
Air Global PLC Ordinary Shares
Balanced read · -1.6% 1W
Earnings · 77/100 confidence · 6 direct storiesCautious laggards
MO43
Altria Group, Inc.
Balanced read · +0.2% 1W
Earnings · 74/100 confidence · 6 direct storiesBMT48
British American Tobacco p.l.c.
Balanced read · -0.6% 1W
Market update · 75/100 confidence · 28 direct storiesMO49
Altria Group
Price moving ahead of tone · -6.4% 1W
Market update · 80/100 confidence · 54 direct storiesPM49
PHILIP MORRIS INTERNATIONAL INC
Balanced read · -0.7% 1W
Earnings · 77/100 confidence · 13 direct storiesPrice moving ahead of tone · +4.0% 1W
Market update · 75/100 confidence · 26 direct storiesJAT49
Japan Tobacco Inc.
Price moving ahead of tone · +10.6% 1W
Earnings · 75/100 confidence · 23 direct storiesITIC49
PT Indonesian Tobacco Tbk
Balanced read · +1.0% 1W
Earnings · 75/100 confidence · 22 direct storiesKARE49
Karelia Tobacco Company Inc.
Balanced read · +0.0% 1W
Earnings · 75/100 confidence · 20 direct storiesAttention leaders
BTI53
British American Tobacco p.l.c.
Balanced read · -0.5% 1W
Market update · 75/100 confidence · 60 direct storiesMO49
Altria Group
Price moving ahead of tone · -6.4% 1W
Market update · 80/100 confidence · 54 direct storiesTPB59
Turning Point Brands Inc
Balanced read · -2.0% 1W
Earnings · 80/100 confidence · 51 direct storiesUVV52
Universal Corporation
Balanced read · -2.0% 1W
Market update · 80/100 confidence · 49 direct storiesBATS51
British American Tobacco p.l.c.
Balanced read · +0.0% 1W
Market update · 75/100 confidence · 46 direct storiesRLX52
RLX Technology Inc
Balanced read · -1.0% 1W
Earnings · 80/100 confidence · 34 direct storiesPM61
Philip Morris International Inc
Balanced read · -0.7% 1W
Earnings · 90/100 confidence · 33 direct storiesBMT48
British American Tobacco p.l.c.
Balanced read · -0.6% 1W
Market update · 75/100 confidence · 28 direct storiesLatest Evidence Ledger
Recent company-level observations
PHM751
Beverages, Alcohol, and Tobacco Stocks Q2 In Review: Altria (NYSE:MO) Vs Peers
finance.yahoo.com · Market update · Balanced read
77/100 confidence · 100% direct evidenceMO50
Beverages, Alcohol, and Tobacco Stocks Q2 In Review: Altria (NYSE:MO) Vs Peers
finance.yahoo.com · Earnings · Balanced read
83/100 confidence · 100% direct evidenceIMB52
Imperial Brands (IMB) Repurchases 324,614 Shares at Average Price of 2,636p Under £1.45 Billion Buyback Plan
Kalkine Media · Market update · Balanced read
81/100 confidence · 99% direct evidenceBTI50
NewEdge Advisors LLC Has $5.40 Million Position in British American Tobacco p.l.c. $BTI
MarketBeat · Market update · Price moving ahead of tone
88/100 confidence · 100% direct evidenceMO43
Annex Advisory Services LLC Grows Stock Position in Altria Group, Inc. $MO
MarketBeat · Earnings · Balanced read
74/100 confidence · 100% direct evidenceMOOO3455
Altria Group (MO) Reported Q2 Results And Buybacks, Is It Trading At A Discount?
finance.yahoo.com · Earnings · Balanced read
58/100 confidence · 100% direct evidencePM49
Philip Morris (PM) Stock Looks Reasonable After $1.2B ZYN Push
simplywall.st · Earnings · Balanced read
77/100 confidence · 100% direct evidencePM50
Philip Morris (PM) Stock Looks Reasonable After $1.2B ZYN Push
simplywall.st · Earnings · Balanced read
63/100 confidence · 100% direct evidenceGodfrey Phillips India Shares Fall 2.01%, Among Top Losers on Nifty Midcap 150
TradingView · Market update · Price moving ahead of tone
83/100 confidence · 100% direct evidenceB1TI3450
British American Tobacco PLC (BTI) Stock Down 3.8% but Still Ove
GuruFocus · Earnings · Balanced read
76/100 confidence · 100% direct evidencePM61
1 Mega-Cap Stock with Impressive Fundamentals and 2 We Brush Off
finance.yahoo.com · Earnings · Balanced read
90/100 confidence · 98% direct evidencePHMO3459
1 Mega-Cap Stock with Impressive Fundamentals and 2 We Brush Off
finance.yahoo.com · Earnings · Balanced read
54/100 confidence · 100% direct evidenceITB50
Imperial Brands cutting thousands of jobs in U.S. and Europe
Market source · Market update · Balanced read
55/100 confidence · 100% direct evidence605550
Price to sales forward of Japan Material Co., Ltd. – TSE:6055
TradingView · Earnings · Price moving ahead of tone
60/100 confidence · 100% direct evidence291459
Is Japan Tobacco (TSE:2914) Expensive As Earnings, Guidance And Dividend Rise?
simplywall.st · Earnings · Balanced read
77/100 confidence · 100% direct evidenceRYM57
RYTHM, Inc. (RYM) stock price, news, quote and history
Market source · Earnings · Price moving ahead of tone
70/100 confidence · 97% direct evidenceISPR51
Ispire Technology Inc (ISPR) Stock News Today
TradingKey · Earnings · Price moving ahead of tone
80/100 confidence · 96% direct evidenceAIIR53
AIR Global (AIIR) Stock Forecast and Price Target 2026 $AIIR
MarketBeat · Earnings · Balanced read
77/100 confidence · 99% direct evidenceReproducible Method
How to read this dossier
The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.
Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.
Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.
Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.
Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.
This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.