Gsk Investors - GSK

Gsk Investors - GSK

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Stock Name Stock Symbol Market Stock Type
Gsk Plc GSK London Ordinary Share
  Price Change Price Change % Stock Price Last Trade
12.20 0.85% 1,439.60 16:35:16
Open Price Low Price High Price Close Price Previous Close
1,421.80 1,416.40 1,451.60 1,439.60 1,427.40
more quote information »
Industry Sector
PHARMACEUTICALS & BIOTECHNOLOGY

Top Investor Posts

Top Posts
Posted at 24/1/2023 09:32 by netcurtains
Blimey I think you got your 1395 (or there abouts). Hope it comes back up now. But no idea. Its all psychology - gawd knows what GSK investors think. Fickle lot.
Posted at 24/12/2022 16:41 by bountyhunter
GlaxoSmithKline – defensive attractions
The pharmaceutical sector tends to offer defensive attractions as doctors and patients are always in need of the companies’ products, regardless of the machinations of the worldwide economy.

Shares in GlaxoSmithKline recently got a shot in the arm after a US judge threw out 2,500 major lawsuits that claimed its heartburn drug Zantac caused cancer. Analysts at broker Morgan Stanley had been concerned that the issue could have cost the company $45 billion in compensation claims. While there is still the possibility of individual lawsuits against Glaxo, this ruling ends a substantial concern for investors and a major overhang on the shares.

Https://ig.com/en/trading-strategies/best-defensive-shares-to-buy-in-q4-221222.amp

Posted at 05/12/2022 09:34 by anhar
As purely an income investor that trades only rarely, I'm hanging on to my existing holding of GSK and my HLN allocation, but I see no reason to increase either for the time being, and haven't for years now for the pre-demerger GSK, because of the dull income prospects. Both shares fit into my port on diversification grounds, a factor which is crucial to my strategy, but offer little current income attractions against other more desirable shares in the port or potential new stocks.
Posted at 26/11/2022 18:56 by netcurtains
Blimey.
I've never heard anyone do that.
ONE STOCK investing...

Almost beyond unbelievable.

I suppose if I was an ex-employee of GSK
I might do it - if I got the shares
via a share option scheme.

But apart from that, I cant imagine anyone
having a strategy like that apart from
Bitcoin investors or Tesla
or Gamestop etc.

Posted at 28/10/2022 09:44 by netcurtains
"
Despite this, Broker Shore Capital says there is a “value disconnect” in GSK’s share price. In a note to investors, analyst Dr Susie Jana said with GSK shares trading at 9.9 times 2023 earnings, versus peers at an average of 14.8 times, GSK’s fair value is at £18 per share, suggesting around 32% upside.
"
Https://www.fidelity.co.uk/markets-insights/investing-ideas/shares/where-is-the-glaxo-share-price-headed/

Posted at 26/10/2022 12:38 by geckotheglorious
Worth cursory glance for all but the LT hodlers here.
More a historical walk down memory lane truth be told...

”Is GSK a good choice for dividend investors”
hTTps://seekingalpha.com/article/4549008-is-gsk-a-good-choice-for-dividend-investors?

Posted at 14/8/2022 11:02 by careful
Serious investors are long term investors.
The wealth generated by GSK over the next 5,10,20 years is what matters.

Posted at 13/8/2022 12:31 by unastubbs
That Lex piece from the FT today, litigation like this is a ballache for shareholders, the Bayer case is a very good example - take a look at the share price graph over the last 5 years if you dare. Buying GSK et al is courageous at this time.

GSK/Zantac: the precedents club

For years, doctors said stress caused ulcers and heartburn. Now the treatment of these afflictions is causing anxiety for investors. US litigants blame Zantac for their cancer.

Damages, if awarded, could be as high as $45bn, according to Morgan Stanley. Shares in GSK, Haleon and Sanofi began to recover yesterday after the companies said their legal positions were strong. The two UK groups had lost £10bn and £3.5bn of market value, respectively. Sanofi had fallen €13.4bn.

It is unclear where any liabilities might sit. Rights to the over-thecounter version of Zantac have been transferred repeatedly. Even groups that never marketed the drug in the US could be on the hook. Haleon might be required to indemnify GSK or Pfizer. The UK consumer health business, spun off by GSK last month, says it is less exposed than peers. Even so, Unilever dodged a bullet when GSK rejected its £50bn offer for Haleon in January. GSK has potential exposure to claims regarding prescription Zantac.

Morgan Stanley estimates that GSK could account for 30-60 per cent of any liability. The UK drugmaker says scientific evidence suggests no increased cancer risk from the drug.

Investors should remain wary. They will recall Bayer’s legal battles over glyphosate, the weedkiller acquired during the disastrous takeover of Monsanto in 2016. Bayer pointed to studies suggesting that glyphosate — brand name Roundup — did not cause cancer. But the €10bn wiped off Bayer’s share price four years ago was more than justified. The company agreed to settle what it hoped would be the bulk of claims for more than $10bn in 2020. It has so far set aside $16bn. The Bayer case shows it is easy to draw a line under claims prematurely. Costs also mounted well above expectations at Lloyds for mis-sold insurance and BP after the Deepwater Horizon oil spill. GSK, Haleon and Sanofi must not trumpet the end of Zantac liabilities before they have been neutralised.

Posted at 15/7/2022 16:35 by geckotheglorious
GSK to spin off Haleon – our view and what it means for investors
GSK is spinning off its consumer healthcare business which is due to list on the London Stock Exchange next week. We look at what it means for investors.

hTTps://www.hl.co.uk/news/articles/gsk-to-spin-off-haleon-our-view-and-what-it-means-for-investors

Posted at 18/6/2022 20:47 by sajad37
13:00
What investors need to know as GSK and Pfizer spin off Haleon

Some analysts see the valuation well short of the £50bn tabled by Unilever, while others reckon GSK will have divested itself of a major "headache"

GSK PLC -
Sensodyne is one of Haleon's big brands
When Haleon PLC is spun off from GSK PLC (LSE:GSK, NYSE:GSK) next month it is expected to be the biggest stock market listing of the past decade.

The indicative valuation is £42bn, which begs the question why did the UK drugs giant and its partner Pfizer turn down a £50bn offer from Unilever?

This, we’ll never ascertain. The deal affects thousands of private investors, many former GSK employees.

So, here’s what you need to know.

Timetable
July 6 – Approval for the demerger to be given by shareholders. A formality, the event is convenient for international investors as it is being staged at a hotel within the Terminal 5 complex at Heathrow.
July 15 – The first part of the separation process begins. This is being done via what’s called a scrip dividend, which means each GSK investor as of the close on the 14th gets shares in the consumer business. GSK will trade on July 15 without the entitlement to shares in Haleon. Its stock is also being consolidated, which means there will be fewer shares in issue. This is to ensure the impact on the share price of the Haleon demerger is mitigated.
July 18 – Haleon shares begin trading in London.
July 22 – Haleon’s stock will be listed in the US.
July 27 – GSK’s second quarter results. This will be the first glimpse of how the slimmed down GSK is performing.
November 10 (or sometime around then) - Pfizer’s ‘lock-up’; ends. So, this is a biggie. Normally, significant shareholders such as Pfizer would be asked not to sell equity for at least six months to allow normal trading patterns to be established post-demerger. In some instances, that lock-up period has been known to extend to 18 months or two years. Pfizer, which will own 32% of Haleon, will be released of that obligation in around four months. While the American drug giant has said it will beat an orderly retreat, the market will view the Pfizer stake as a stock overhang situation. This description imagines the shares are a rock and rubble overhang on a cliff wall that has the potential to dislodge then hit and hurt the climbers below. The stock overhang can hit and hurt the share price. From November 10 on (and probably well before), Haleon stock will be under pressure anticipating Pfizer’s exit.
What the brokers say
Barclays Capital has trawled through 400-odd-page prospectus and distilled its findings into a far less chunky 23-page overview.

Two things struck us from the note. The first, was the indicative valuation range, which, based on a price-to-earnings calculation used to assess companies in the consumer staples sector, comes up well short of the £50bn tentatively tabled by Unilever.

Barclays reckons Haleon shares, once listed on July 18, could be worth anywhere from 249p to 416p, which adds up to an equity valuation of £23bn-£38bn. This is based on valuations ‘multiplesR17; ranging from 15 to 25 times earnings.

The second interesting ‘takeaway̵7; from the note was the bank’s interaction with key shareholders on the issue organic sales growth – a major driver of the company’s valuation.

In the note, Barclays said there was “a degree of scepticism” among investors as to whether Haleon could actually hit the 4%-7% top-line target it has set itself. Indeed, it went on to say there was “significant pushback on our 4.7% medium-term growth forecast”.

Jefferies, the American bank that has a stellar reputation in the healthcare sector, has assessed the demerger from GSK’s investment perspective.

It believes that by spinning out Haleon, whose stock trade is painkillers such as Advil, the UK pharma group has divested itself of a headache (its words not mine).

It has based its ‘buy’ recommendation and £21 a share price target on GSK’s own medium-term growth forecasts – an average 6% increase in sales and 12%-14% compound annual growth in per share earnings.

“New GSK is underappreciated, as the number-two growth profile in EU large-caps,” Jefferies said in its note.

“We accept New GSK pipeline remains a work-in-progress, but catalysts are starting to emerge, and the vaccines franchise just keeps getting better.”

One thing to ponder
Those who hold GSK currently as income play (it yields 4.7% or thereabouts currently) will see a cut in the combined GSK/Haleon pay-out post-demerger.

It is estimated that GSK will distribute around 44p a share in Haleon 11p.

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