Gsk Share Discussion Threads

[woodhawk] 13/2/2015 09:19

Well, Madengland, your sell yesterday that you told us about isn't looking so clever now is it? You'll miss out on the divi too, if you're not careful!

[toffeeman] 13/2/2015 08:59

Well it might be seen as a test of support at 1500 - if so two more in short order and it becomes a good place for a long stop

[philanderer] 13/2/2015 08:59

Nice move up.

Morning everyone :-)

[tradermichael] 13/2/2015 08:57

Yes, and I got in again yesterday @ 1484.5 ........ ;0)

[gnik] 13/2/2015 08:52

Bought yesterday at £15.00 on limit trade so did not get the low, but more than pleased with the rise today.

[square1] 13/2/2015 08:37

UBS move from sell to buy

[adelwire2] 13/2/2015 08:20

love shares. ..why the rise?

[jadeticl3] 13/2/2015 08:09

WOW! Is this another system error? Up 3.5%? After a terrible day yesterday this is amazing. Or have I not woken up?

[supermarky] 12/2/2015 20:14

3 month chart still well within upwards channel. No sweat.

[madengland] 12/2/2015 16:19

The irrational nature of the market is such a fantastic bonus to the small investor. I sold at 1507 based on the negative movement and rhetoric ( which I disagree with ) but why fight the herd. Be lovely if this drops a few more percent. A safe 5.5% yield as the chancellor talks about dropping interest rates..... I just personally hope my slightly risky sell works. It never normally does! Gla

[jadeticl3] 12/2/2015 15:43

I am with Woodhawk, although it is odd that market as a whole is up, and so are AZN, and very much up is Shire, yet GSK is down by 2%. The market is a non rational beast at times.

[rsharman] 12/2/2015 15:42

Thanks philanderer and others

[woodhawk] 12/2/2015 14:51

What you say may be true Cyberian, but nothing moves in a straight line. Patience is a virtue. I have been buying this share over the last 3 months, primarily to obtain a 5.5%+ return instead of significantly less than 2% in the bank. The special divi (or B share issue) is a bonus, as is the healthy capital gain I've enjoyed thus far.

[cyberian] 12/2/2015 14:31

The present share price seems odd when you look at the forward divi guidance and the net Novartis return value to shareholders as that gives a 10.8% return over the next 12 months. Plus we have some clear guidance from the Board that the pipe-line is looking very encouraging, with respiratory products having something of a significant recovery/improvement, plus the appointment of 3 major banks mandated to examine the possible float of their HIV products (maybe worth $15/18 billion). Further there is the latest news that with other major sector names they are looking at initiating a single process of blending components of certain drugs which would save up to 50% of processing costs (they have a plant nearly ready in Singapore for this purpose)...obvious some savings can and probably be shared to the wholesale buyers, but net margin returns will benefit GSK. The latter have already announced that they are introducing further cost saving factors in the US. Again as stated by others and some credible analysts the GSK share price is presently at a 20% discount to its main peers....so just need to be patient, I guess.

[philanderer] 12/2/2015 13:11

Can`t see anything obvious RS


"GlaxoSmithKline plc (LON:GSK)‘s stock had its “buy” rating reaffirmed by equities researchers at Cenkos Securities Ltd in a research report issued on Thursday. They currently have a GBX 1,643 price objective on the stock."

[rsharman] 12/2/2015 12:26

So what's caused the pull back - any thoughts

[woodhawk] 12/2/2015 12:25

23p dividend next week, so took advantage of pullback to top up.

[philanderer] 11/2/2015 17:28

GlaxoSmithKline (GSK) Buys Vaccine-Maker GlycoVaxyn For $190 Million




GlaxoSmithKline plc (NYSE:GSK) has been given an “A+” credit rating by analysts at Morningstar. The investment research firm’s “A+” rating suggests that the company is a low default risk. They also gave their stock a three star rating.

[tradermichael] 11/2/2015 08:12

GlaxoSmithKline (GSK) may IPO ViiV Healthcare in 2016

On February 4, 2015, GlaxoSmithKline PLC (NYSE: GSK, $46.39, Market Capitalization: $113 billion) declared 4Q14 results and updated on the potential IPO of its HIV unit, ViiV Healthcare. Management said that the company would analyze and decide by mid-year whether to IPO the HIV unit. It will provide an update to shareholders on the same during the 2Q15 results, which will be released on July 29, 2015. In case the company proceeds with an IPO, the transaction is expected to complete in 2016.

More .....

[mike740] 10/2/2015 23:39

Questor also looks at GlaxoSmithKline this week, suggesting that it has a number of catalysts that could give its shares a lift this year.

It is expanding its vaccines business and forming a consumer joint health venture with Novartis. There are also plans to spin off and list the HIV unit called ViiV Healthcare, in which GSK holds an 80 per cent stake.

Questor suggests GSK shares are looking cheap on a number of measures.

They are currently trading on 16 times forecast earnings, which is a 20 per cent discount to European sector peers Novartis and Roche.

Shares now offer a 5.5 per cent prospective dividend, have largely missed out on the equity rally of the past six years and should benefit from the strength of the dollar as well.

Verdict: Buy

[jadeticl3] 10/2/2015 16:00

Should we ask GSK management for their analysis of JPMorgan analysts?

[minerve] 10/2/2015 15:44

Bet they are really bullish on NINJA loans! :)

[cyberian] 10/2/2015 14:27

JP Morgan...appear to be unable to change their bias against GSK and one sees it elsewhere with their analysis on some other FTSE100 names. On GSK they churn out the same old material and personally I would bet against their views...difficult to overcome their ego but one can live in hope. Eventually they may indeed accept that they have it wrong...

[woodhawk] 10/2/2015 13:57

Who cares? There are analysts opinions all across the spectrum - there will probably be another upgrade or hold from some other analyst tomorrow or the next day. Churn... churn...