Tobacco Merchants AssociationTobacco Merchants Association(TMA)(TMA)

The Tobacco Industry Information Service

Founded 1915

Tobacco Merchants AssociationTobacco Merchants Association

Building Relationships

And

Providing Solutions

Founded 1915

International Trade Association

Providing a wide range of tobacco business intelligence

AAbout TMAbout TMA

Such Information Includes:Legislative and RegulatoryMedia TrackingBrands and TrademarksCompany ProfilesCountry Economic Data

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Member companies belonging to the TMA represent all sectors of the worldwide tobacco

industry including:

• Cigarette Manufacturers• Cigar Manufacturers• OTP Manufacturers

• Leaf Tobacco Dealers•Wholesalers, Retailers and Importers

•Suppliers (for all sectors) • Auxiliary Members

• Contributors

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MEDIA/LEGISLATIVE

• Executive Summary

• Daily Executive Summary

• U.S. Tobacco Weekly

• World Alert

• Legislative Bulletin

• Trademark Report

• Issues Monitor

ECONOMIC

• U.S. Tobacco Barometer (CCS, SCS)

• U.S. Tobacco Trade Barometer (6 parts)

• Leaf Bulletin

• China Watch

• Japan Tobacco Trade Barometer

• Special Reports

TMA PublicationsTMA Publications

DAILY EXECUTIVE SUMMARY: Key industry events issued Monday through Thursday in a concise one page format.

EXECUTIVE SUMMARY: A summary of the principal industry developments occurring over the past week around the world. The industry’s most widely read weekly newsletter (6 pages, issued weekly).

WORLD ALERT: A country-by-country compilation of key industry issues and events as they emerge outside the U.S. (14-20 pages, issued weekly).

U.S. TOBACCO WEEKLY: A compilation of all key industry issues and events as they unfold across the United States (12-16 pages, issued weekly).

LEGISLATIVE BULLETIN: A weekly analysis and report on all U.S. Congressional and State legislative activity that affects the tobacco industry. The Legislative Bulletin summarizes key provisions of these bills and tracks their progress through the legislative process (6-20 pages).

DAILY LEGISLATIVE TRACKING: A daily 1-2 page report tracking all US Congressional and State legislative and regulatory activity that affects the tobacco industry on the State and Federal level. (Local ordinances not tracked)

TMA’s Principal Media PublicationsTMA’s Principal Media Publications

U.S. TOBACCO BAROMETER: An industry guide to manufactured production, taxable removals, invoiced sales, and trade for all tobacco products (Available in two forms: CCS - 4 pages, issued monthly; SCS – 4-6 pages, issued quarterly).

U.S. TOBACCO TRADE BAROMETER: A 6-part publication detailing all U.S. imports and exports of all tobacco leaf and products by product and country (Issued monthly).

LEAF BULLETIN: Furnishes tobacco auction market statistics for all leaf types as well as includes Stabilization inventories and brief legislative and regulatory run-downs on matters impacting the leaf sector. This publication covers the U.S, as well as Canada, Malawi, & Zimbabwe (4 pages, issued weekly during season).

JAPAN TOBACCO TRADE BAROMETER: This publication details all Japan imports and exports of all tobacco leaf and products by product and country (8 pages, issued monthly).

CHINA WATCH: Resulting from a cooperative information sharing agreement with the CNTC, this publication provides statistical information dealing with cigarette production and sales as well as tobacco leaf and cigarette trade figures (6-8 pages, issued monthly).

TMA’s Major Economic PublicationsTMA’s Major Economic Publications

• Advertising & Promotion

• Consumption/Smoking Restrictions

• Distribution and Sales

• Labeling & Packaging

• Product Content (Ingredients Disclosure)

• Smoke Constituents (‘Tar’ and Nicotine Limits)

• Sampling Restrictions

•Vending Machine Controls and Restrictions

• Health Warnings on Packs

• Health Warnings in Advertisements

• Retail Self-Service Display Restrictions

• Minimum Sales Age

• Penalties for Sales to Minors

• Anti-Tobacco Campaigns

Public Policy IssuesPublic Policy Issues

• Macroeconomics (GNP, CPI, Population etc.)• Leaf Statistics (Production, Consumption, Imports, Exports, Stocks,

Public Policy for all types)• Tobacco Product Statistics (Production, Consumption, Trade, Prices, Company and Brand Market Shares) Cigarettes, Cigars Smoking Tobacco [Pipe, Cut] Smokeless Tobacco [Chewing and Snuff]

• Economic Policy (Tariffs, Taxes, Import Requirements and Restrictions) • Microeconomics (Employment and Earnings)• Forecasting (Total and American-Blend Cigarette Consumption, Macroeconomics)• Corporate Analysis (Company Structure, Multinational Joint Ventures)

Economic IssuesEconomic Issues

A list of TMA’s Compendiums and their original release dates:

U.S. Tobacco Tax Guide (1962)

Tobacco USA (1992)

Int’l Public Policy Guide (2003)

TMA CompendiumsTMA Compendiums

International Tobacco Guide (1990)

Tobacco USATobacco USA is the definitive data source for the second largest tobacco market in the world. Over 1,500 pages long, Tobacco Tobacco USAUSA is divided into national, regional, and 50 State (and D.C.) sections.

Tobacco USATobacco USA contains maps, charts and tables that provide a comparative examination of the U.S. tobacco industry that includes tax collection figures, cigarette sales data, and leaf statistics. State Smoking Restrictions

Tobacco USATobacco USA

The Tobacco Tax GuideTobacco Tax Guide is a 500-page in-depth description of U.S. tax policy for all tobacco products, covering Federal, all 50 States (and D.C.), and Local taxing authorities.

The Tobacco Tax GuideTobacco Tax Guide contains maps, charts and tables that provide a comparative examination of tobacco taxation as well a complete collection of tax laws for each state.

U.S. Tobacco Tax GuideU.S. Tobacco Tax Guide

The International Public Policy GuideInternational Public Policy Guide is a 300+ page compilation of summaries of all the laws relating to tobacco enacted in more than 100 countries. The IPPGIPPG is updated as new laws are enacted and new countries will be added as they enact tobacco legislation and regulations.

For each country The IPPG IPPG contains laws and summaries relating to:

Agriculture, Consumption, Marketing, Packaging, Product Content, Retail Distribution and Sales, and Taxation.

International Public Policy GuideInternational Public Policy Guide

The International Tobacco Guide International Tobacco Guide is the encyclopedia for the worldwide tobacco industry. Over 4,000 pages in length, the ITGITG covers 153 countries within 21 different geographical regions.

The International Tobacco International Tobacco Guide Guide contains maps, charts and tables that provide a comparative examination of tobacco economic statistics.

International Tobacco GuideInternational Tobacco Guide

Economic subjects covered within the International Tobacco GuideInternational Tobacco Guide include macroeconomics, leaf statistics, tobacco product statistics, economic policy (tariff and tax rates) and microeconomics.

The International Tobacco International Tobacco GuideGuide also contains topics such as cigarette production and consumption forecasts, cigarette smuggling statistics and comparative cigarette tax incidence rates. Cigarette Tax Incidence Rates

International Tobacco GuideInternational Tobacco Guide

MASTER SETTLEMENT AGREEMENTContains the original Agreement, Amendments, new State laws, State escrow and compliance reporting and directories of each State’s MSA web page.

U.S. DIRECTORY OF CIGARETTE BRANDSContains all cigarette brands manufactured and marketed in the United States from 1864-2000 (released 2002). In addition, FTC ‘tar’, nicotine and CO measurements are updated by line extension.

Other CompendiumsOther Compendiums

MSA Related TopicsMSA Related Topics

The breakdown of MSA related topics available on our web site

MSA Agreement and MSA Agreement and AmendmentsAmendments

All Sections of the original MSA Agreement and its Amendments are available

MSA Legislative TrackingMSA Legislative Tracking

Key MSA Legislative Tracking

Topics Are Covered

MSAEscrow Allocable Share ChartMSAEscrow Allocable Share Chart

An example of the Escrow Allocable Share Chart By State

MSA Compliance LegislationMSA Compliance Legislation

An example of Compliance Legislation by State

MSA State DirectoriesMSA State Directories

An example of An example of the links to the links to access each access each State’s State’s Directory of Directory of Compliant and Compliant and Non Compliant Non Compliant BrandsBrands

All TMA members are entitled to confidential and proprietary research. Projects taking less than 2 hours are free, while more detailed analysis is assessed on a project basis.

An analysis of any of the previously mentioned issues could be researched by TMA. In addition, many members request research that combines TMA Business and Economic information with our Public Policy analysis. The following slides contain some examples……..

TMA ResearchTMA Research

TMA ResearchTMA Research

Examples of recent research activity include:

AgricultureAlternative Uses For Tobacco

Retail and DistributionNative American State-Tribal 2003 Update Of Excise Tax Collection

EconomicsProduction and Consumption Forecasts for the period 2003 –26

DeskTop TMA delivers that information (both textual and numeric) to your personal computer with software that allows the information to be easily searched, retrieved and analyzed, in versions that have the software on the CD.

Monthly CD-ROM updates keep your picture of the worldwide tobacco industry current.

Because of our breadth of coverage, not all of TMA’s available information can be disseminated in our publications and compendiums.

DeskTop TMADeskTop TMA

The Viewer section contains much of the textual information TMA has been collecting over the past two decades covering companies, markets, brands, legislation, news, research papers, trademarks, who’s who, and more.

The Mapper section contains all the numeric data TMA has collected over the past three so users can create world, country, and state maps as well as associated graphs.

DeskTop TMA has 2 sections:

The ViewerThe Viewer & The MapperThe Mapper

DeskTop TMADeskTop TMA

DeskTop TMA – ViewerDeskTop TMA – Viewer

The Viewer InfoBase contains TMA publications, full-text News, U.S. and International Public & Legal Policy, Industry Research, Library Abstracts, TMA compendiums such as the ITG and Tobacco Tax Guide and Industry & Government trade publications.

Viewer infobase sections include:

U.S. Public & Legal Policy - Contains the summaries of all Federal and State bills introduced from 1983 to the present. All actions on the bills are presented along with the bill's sponsors, date of introduction, and disposition. The full text of the law copies of those bills that became law are also included.

Industry Research - The full copies of research papers obtained from university, government, and industry authors focusing on the politics and economics of the industry. Informative abstracts and extensive indexing make locating the precise documents sought easy.

Library Abstracts - Contains over 30,000 abstracts from a wide assortment of sources that cover industry developments in different markets around the world.

DeskTop TMA – ViewerDeskTop TMA – Viewer

Viewer infobase sections also include:

International Laws and Regulations - Contains the full text of all national laws for countries other than the U.S.

U.S. Brands & Trademarks – Extending back to 1865, TMA’s entire database listing all tobacco product trademark histories and well as cigarette brand ‘tar,’ nicotine and CO listings as released by the US Federal Trade Commission.

Company Financial Reports – By company, this section contains annual and quarterly financial statements as well as tobacco industry reports by well-respected tobacco analysts from throughout the world.

DeskTop TMA – ViewerDeskTop TMA – Viewer

The Mapper enables DeskTop TMA users to map their data so new relationships can be seen.

DeskTop TMA - MapperDeskTop TMA - Mapper

This map shows cigarette consumption by country with those in greengreen the largest consumers, followed by blue, red, yellowyellow and brown.

White areas are those with highly questionable data.

DeskTop TMA - MapperDeskTop TMA - Mapper

www.TMALive.comwww.TMALive.comLaunched in March 2002, TMA’s new web site offers around-

the-clock, around-the-world tobacco information.

TMALive.com - Home PageTMALive.com - Home Page

Search & Vertical ToolbarIncludes searches: keyword, advanced, and web

Includes sections: News, Economics, Public Policy, Finance, Library Archives, Brands & Trademarks, Buyer’s Guide, and Calendar

Tobacco Stock Ticker - The top 10 tobacco stock prices at a 20-minute delay.

Horizontal ToolbarIncludes sections: Home, Publications,

Compendiums, Features, Web Links, and MyTMA

TMALive.com - Search MethodsTMALive.com - Search Methods

Web Search

Advanced Search

Browse

Keyword Search

Specific Search

TMALive.com - “Buyer’s Guide”TMALive.com - “Buyer’s Guide”

Get your free listing in TMALive.com the Global Tobacco Industry’s Portal where TMA lists virtually all the supplier and

manufacturer companies in the worldwide tobacco business; including contacts, telephone and fax numbers, addresses and product descriptions. Click here to have your company listed.

Three ways users search the Buyer’s GuideBy Country, By Company and By Product

TMALive.com – Financial Analyst ReportsTMALive.com – Financial Analyst Reports

Timely tobacco Timely tobacco industry and industry and company reports company reports from the world’s from the world’s leading Financial leading Financial Analysts along Analysts along with 10 K , 10 Q with 10 K , 10 Q and Annual and Annual Reports. Reports.

TMALive.com - PublicationsTMALive.com - Publications

“Publications” gives members the ability to download their selected TMA publications in either MS Word, PDF or HTML form. All publications slated for release in a given week are placed on the web as they are completed.

TMALive.com - CompendiumsTMALive.com - Compendiums

All of TMA’s original compendiums are available online. Users can browse within each compendium or search by keyword and/or date range. All information is available in both MS Word and PDF Format.

TMALive.com - Daily NewsTMALive.com - Daily News

Daily News is TMA’s daily electronic news clipping service. Each day’s news report is drawn from thousands of news sources worldwide including the Internet.

Available for downloading at 9:00 AM (E.S.T.), TMA Daily News is a pay service.

TMALive.com - My TMATMALive.com - My TMA

Available in 3 types:

1) News

2) Economics

3) Public Policy

My TMA is a customized/personalized report system covering just those areas of interest selected by individuals.

My TMA gives you more by giving you less.

Tobacco Merchants AssociationTobacco Merchants Association

Building Relationships

And

Providing Solutions