Gsk Share Discussion Threads

[waldron] 31/7/2021 16:37

For me net, the brokers have their own agenda and tend to push certain shares on their books or those that they have a close connection

I tend to hold shares that give good frequent dividends and over the long term increase in value

GSK would certainly fit this criteria

My views are mostly long term so i try to get things right when i think news signals
buy,sell and hold

Chuckle when brokers say BUY,SELL OR HOLD

MUST ADMIT NOT A FAN OF PE RATIOS

FREE CASH FLOWS, DEBT AND DIVIDEND MY THING TOGETHER WITH RESISTENCES AND SUPPORTS

Many thanks for your posts net, much appreciated

I am looking at GSK for a friend who currently holds.

My interests are more european

CHUCKLE AND CHEERS

[spud] 31/7/2021 16:31

Thanks xxxxxy for your delvings - Interesting reading. spud

[netcurtains] 31/7/2021 16:22

waldron: Someone on another thread says broker targets are good counter buy/sell signals. Eg he suggests buying when they say sell and selling when they say buy.

His theory is brokers try to get low prices so their clients can buy the stock. And high prices so their clients can sell the stock.

I'm not sure how this theory affects GSK but I think it must be tempting for brokers to do as he suggests.

I tend to look at a mixture of historic PE ratios, the managements story and relative market cap compared to its peers. To me GSK looks good value.

[waldron] 31/7/2021 15:48

WISHFUL THINKING PERHAPS FOR THE LONG LONG TERM TARGET


Should be fun to chalk it up BOX BY BOX

THE GSK WISH LIST BOXES togetherwith Broker targets thrown in for good measure to make you laugh,chuckle,smile and or smirk


975 to 1075p
1075 to 1175p
1175 to 1275p
1275 to 1375p $$$$ Barclays targets 1350p as does Deutsche Bank
1375 to 1475p $$$$ WE ARE HERE TODAY $$$$ Credit Suisse target at 1400p
1475 to 1575p $$$$ UBS goes with a 1500p target
1575 to 1675p
1675 to 1775p
1775 to 1875p


December 2020 ended at 1342p

June 2021 ended at 1419.40p

July 2021 ends at 1418p

07/29 Credit Suisse reiterate its Sell rating. The target price is still set at GBX 1400.

07/29 (MT Newswires) -- Barclays on Thursday increased the price target of GlaxoSmithKline (GSK.L) to 13.50 pounds sterling ($18.85) from 13 pounds and maintained its underweight rating.

07/29 In his latest research note, analyst Laura Sutcliffe confirms his recommendation. The broker UBS is keeping its Neutral rating. The target price is unchanged and still at GBX 1500.

07/29 Analyst Emmanuel Papadakis from Deutsche Bank research gives the stock a Neutral rating. The target price is unchanged and still at GBX 1350.


Current targets and consensus


HIGHEST 1870p $$$$ THIS SEEMS TO BE NEARER THE EV $$$$$$$$$$

AVERAGE 1534p

LOWEST 1070P

The price targets of various analysts who make up the consensus differ significantly.

This reflects different assessments and/or a difficulty in valuing the company.


Current strong resistence at 1444.20p

Current Strong supports 1394.80p and then 1330.20p

[waldron] 31/7/2021 15:36

WISHFUL THINKING PERHAPS FOR THE LONG LONG TERM TARGET


Should be fun to chalk it up BOX BY BOX

THE GSK WISH LIST BOXES togetherwith Broker targets thrown in for good measure to make you laugh,chuckle,smile and or smirk


975 to 1075p
1075 to 1175p
1175 to 1275p
1275 to 1375p $$$$ Barclays targets 1350p as does Deutsche Bank
1375 to 1475p $$$$ WE ARE HERE TODAY $$$$ Credit Suisse target at 1400p
1475 to 1575p UBS goes with a 1500p target
1575 to 1675p
1675 to 1775p
1775 to 1875p


December 2020 ended at 1342p

July 2021 ends at 1418p

07/29 Credit Suisse reiterate its Sell rating. The target price is still set at GBX 1400.

07/29 (MT Newswires) -- Barclays on Thursday increased the price target of GlaxoSmithKline (GSK.L) to 13.50 pounds sterling ($18.85) from 13 pounds and maintained its underweight rating.

07/29 In his latest research note, analyst Laura Sutcliffe confirms his recommendation. The broker UBS is keeping its Neutral rating. The target price is unchanged and still at GBX 1500.

07/29 Analyst Emmanuel Papadakis from Deutsche Bank research gives the stock a Neutral rating. The target price is unchanged and still at GBX 1350.


Current targets and consensus


HIGHEST 1870p $$$$ THIS SEEMS TO BE NEARER THE EV $$$$$$$$$$

AVERAGE 1534p

LOWEST 1070P

The price targets of various analysts who make up the consensus differ significantly.

This reflects different assessments and/or a difficulty in valuing the company.


Current strong resistence at 1444.20p

Current Strong supports 1394.80p and then 1330.20p

[xxxxxy] 31/7/2021 15:36

Excitement is also building around the GlaxoSmithKline monoclonal antibody sotrovimab, an early treatment drug that stops high-risk patients from being hospitalised once they catch Covid.The drug is already in use in the US, and this week the European Commission agreed a joint purchase agreement for 200,000 doses, after the European Medicines Agency granted emergency authorisation.Trial results released last month show that the drug lowers the risk of hospitalisation, or death, for high-risk groups by 79 per cent - a huge reduction, which could have a major impact on the course of the pandemic and offer another option for people unwilling or unable to be vaccinated..... Daily Telegraph

[waldron] 31/7/2021 10:58

07/29 Credit Suisse reiterate its Sell rating. The target price is still set at GBX 1400.

07/29 (MT Newswires) -- Barclays on Thursday increased the price target of GlaxoSmithKline (GSK.L) to 13.50 pounds sterling ($18.85) from 13 pounds and maintained its underweight rating.

07/29 In his latest research note, analyst Laura Sutcliffe confirms his recommendation. The broker UBS is keeping its Neutral rating. The target price is unchanged and still at GBX 1500.

07/29 Analyst Emmanuel Papadakis from Deutsche Bank research gives the stock a Neutral rating. The target price is unchanged and still at GBX 1350.

[netcurtains] 31/7/2021 10:34

waldron: Its pretty obvious really. Around about the month they split off the consumer side (or find a buyer for it) the share will explode north.
before that month I feel more and more people will put their toes in the water to get into position for the "big one". I see, over a 12 month period, more up days then down days. That is my view.
Not sure where it will end up but I feel it will be a lot higher than people think.

[waldron] 31/7/2021 10:25

Surprised and even a little shocked at the difference between Broker targets

HIGHIST 1870p $$$$ THIS SEEMS TO BE NEARER THE EV$$$$$$$$$$

AVERAGE 1534p

LOWEST 1070P

The price targets of various analysts who make up the consensus differ significantly.

This reflects different assessments and/or a difficulty in valuing the company.


07/29 Credit Suisse reiterate its Sell rating. The target price is still set at GBX 1400.

07/29 (MT Newswires) -- Barclays on Thursday increased the price target of GlaxoSmithKline (GSK.L) to 13.50 pounds sterling ($18.85) from 13 pounds and maintained its underweight rating.

07/29 In his latest research note, analyst Laura Sutcliffe confirms his recommendation. The broker UBS is keeping its Neutral rating. The target price is unchanged and still at GBX 1500.

07/29 Analyst Emmanuel Papadakis from Deutsche Bank research gives the stock a Neutral rating. The target price is unchanged and still at GBX 1350.

[waldron] 31/7/2021 10:17

Surprised and even a little shocked at the difference between Broker targets

HIGHEST 1870p $$$$ THIS SEEMS TO BE NEARER THE EV$$$$$$$$$$

AVERAGE 1534p

LOWEST 1070P

The price targets of various analysts who make up the consensus differ significantly.

This reflects different assessments and/or a difficulty in valuing the company.

[waldron] 31/7/2021 10:10

A nice quarterly dividend of 19p per share

ex divi date 19th August

divi pay date 7th October

[waldron] 31/7/2021 10:08

A nice quarterly dividend of 19p per share

ex divi date 19th August

divi pay date 7th October

[waldron] 31/7/2021 09:53

Some believe there might be a strong resistence at 1444.20p as it moves towards Earnings Release date on 27th October

The strong supports are apparently at 1394.80p and then 1330.20p

[waldron] 31/7/2021 09:48

FWIW



Summary

The company has a good ESG score relative to its sector, according to Refinitiv.

Strengths

Before interest, taxes, depreciation and amortization, the company's margins are particularly high.

This company will be of major interest to investors in search of a high dividend stock.

The opinion of analysts covering the stock has improved over the past four months.

Historically, the company has been releasing figures that are above expectations.

Weaknesses

As estimated by analysts, this group is among those businesses with the lowest growth prospects.

The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.

The group shows a rather high level of debt in proportion to its EBITDA.

The company appears highly valued given the size of its balance sheet.

For the last twelve months, the trend in sales revisions has been clearly going down, which emphasizes downgraded expectations from the analysts.

For the last 12 months, analysts have been regularly downgrading their EPS expectations.

Analysts predict worse results for the company against their predictions a year ago.

The price targets of various analysts who make up the consensus differ significantly.

This reflects different assessments and/or a difficulty in valuing the company.

[waldron] 31/7/2021 09:43

FWIW



Summary

The company has a good ESG score relative to its sector, according to Refinitiv.

Strengths

Before interest, taxes, depreciation and amortization, the company's margins are particularly high.

This company will be of major interest to investors in search of a high dividend stock.

The opinion of analysts covering the stock has improved over the past four months.

Historically, the company has been releasing figures that are above expectations.

Weaknesses

As estimated by analysts, this group is among those businesses with the lowest growth prospects.

The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.

The group shows a rather high level of debt in proportion to its EBITDA.

The company appears highly valued given the size of its balance sheet.

For the last twelve months, the trend in sales revisions has been clearly going down, which emphasizes downgraded expectations from the analysts.

For the last 12 months, analysts have been regularly downgrading their EPS expectations.

Analysts predict worse results for the company against their predictions a year ago.

The price targets of various analysts who make up the consensus differ significantly.

This reflects different assessments and/or a difficulty in valuing the company.

[netcurtains] 30/7/2021 21:54

GSK finished up in the USA when DOW down so GSK is strong in a weak market.
Looking good for 1430 soon.

[spud] 30/7/2021 20:59

So much white noise....spud

[abdullla] 30/7/2021 15:53

You cannot fight market manipulation and is difficult to prove,the system is corrupt,FSA knows all about it and it suits them to turn a blind eye.

[netcurtains] 30/7/2021 15:16

The way I see it is,
PEARSON (PSON) which for decades has been considered a bit of a naff company has historic PE of 21.
GSK has a historic PE of 15.
For GSK to be considered at least as naff as Pearson its share price will need to rise about 25%.

[netcurtains] 30/7/2021 14:32

Perhaps 1440?

[netcurtains] 30/7/2021 12:54

1430 a possibility if wind in right direction