Gsk Share Discussion Threads

[essentialinvestor] 16/12/2016 08:19

On the Beechams Max Strenght today, at least the share price looks a little
better atm.

[philanderer] 15/12/2016 17:23

GlaxoSmithKline plc’s (ADR) (NYSE:GSK) Opens Its First Fully Dedicated Vaccines R&D Center In Rockville

[essentialinvestor] 15/12/2016 09:08

Approx 18x on the forecasts I use, however there are so many bloody ways
of calculating EPS now, core, non core etc.

[thewheeliedealer] 15/12/2016 01:36

Hi all,

I bought some more GSK via a Spreadbet this morning and I scribbled a quick Blog on my Website about why I made my move with really a big focus on the Technicals and I have included a few charts. I hope it helps,

regards, WD

[essentialinvestor] 14/12/2016 12:42

M, approx 75% of prescribed drugs in the US are now generic.
Innovation can still underpin profitability as with the GSK and ViiV.

Tens of thousands are still dying of cancer, we have huge scope for
future treatments in AD(hopefully). Superbugs now estimated to kill more
people in the UK yearly than breast cancer, GSK one of the few major pharmas left in antibiotic research.

Undoubtedly sector headwinds,
cost/benefit coupled with innovation is the key imv.

[mj19] 14/12/2016 12:27

HSBC reiterated Glaxosmithkline (LON:GSK) as 'Buy' With 1970 PTBy Warren Smith / in UK Broker Ratings / on Wednesday, 14 Dec 2016 11:40 AM / 0 CommentsAccording to a report issued to investors by HSBC on Tuesday, shares of Glaxosmithkline (LON:GSK) had their rating reiterated by analysts to 'Buy'.The analyst stated that the investment firm has set a price target of 1970 on shares of LON:GSK. Based on the brokers price target of 1970, this means HSBC believes there is a potential increase of 32.79% from the current stock price of 1483.5.

[philanderer] 13/12/2016 23:31

12/13/2016

LONDON (Alliance News) - Pharmaceuticals group GlaxoSmithKline PLC on Tuesday said it has submitted a regulatory application in Japan for its Belimumab drug to treat lupus.

[minerve] 13/12/2016 23:22

With the uptake in Obama care I would have thought the increase of the % of population who now have access to treatment and medication may potentially offset the pressure on pricing. Equally an improvement in the economy will generally help sales because more employees with be covered under employer schemes and 'discretionary' sales - where the patient part pays for drugs or to see a physician - will improve due to rising incomes. Many in the past who didn't have the money and/or employment would simply have taken 'drug holidays' or simply missed diagnosis and treatment altogether.

[essentialinvestor] 13/12/2016 22:59

AW gave an interview to CNBC discussing their US vaccine investment,
also made some comments on US drugs pricing, mainly a reiteration of
previous views coupled with how GSK is pricing new medications in the US market.

With both the UKX and defensives strong today would expect share price support,
a gain against wider trend usually more interesting imv.

[philanderer] 13/12/2016 17:10

Fingers crossed :-)


GlaxoSmithKline’s New R&D Center to House 450 Scientists and Support Staff, Will Create Up to 200 New Jobs

[woodhawk] 13/12/2016 16:19

Recovery under way now?

[philo124] 13/12/2016 13:40

Great , thanks.

[mj19] 13/12/2016 13:34

Rating Worth Watching: Glaxosmithkline (LON:GSK) Stock Buy Rating Reiterated at HSBC; The Target Price Given is GBX 1970.00December 13, 2016 - By Linda RogersGlaxosmithkline (LON:GSK) RatingHSBC currently has a GBX 1970.00 PT on the 72.22B GBP market cap company or 32.75% upside potential. In a note revealed to clients and investors on 13 December, Glaxosmithkline (LON:GSK) stock had its Buy Rating reiterated by equity analysts at HSBC.

[mj19] 12/12/2016 17:32

Dividend Darling With Solid Upside? Analysts Put This Stock on Investor's Radar: GlaxoSmithKline plc (NYSE:GSK)December 12, 2016 CSZ Staff If investors are looking for a stable dividend stock with upside, GlaxoSmithKline plc (NYSE:GSK) could be one that fits the bill. The stock currently provides a dividend yield of 4.92% for the Healthcare company. Sell-side analysts covering the shares are projecting that it will reach $48.25 within the next 12-18 months. This is a solid upside to a recent tick of $37.79. On a consensus basis, analysts have a Buy/Sell rating of 2.00, which is based on a 1 to 5 scale where 1 represents a Strong Buy and 5 a Strong Sell. A dividend is used when a company's board of directors issue a portion of the company's earnings to its shareholders. These dividends can be in the form of a cash payout, as stock shares, or as other property. The dividend rate can be quoted as a percent of the current market price, known as the dividend yield, or quoted in terms of the dollar amount each share gets, called dividends per share or DPS.Profits of a company can be distributed to their shareholders by a dividend, or can be kept as retained earnings within the company. The company might choose to use their net profits and buy back their own shares out in the markets as a share buyback. Dividends and share buy-backs don't change the value of a company's shares. Dividend payments are approved by shareholders and could be structured as a one-time dividend, or as a cash flow to investors and owners.High-growth companies such start-ups like those in the technology or biotechnology sectors usually don't offer dividends because they need to use all of their profits reinvested back into the company in order to sustain the higher-than-average growth that they need. More established companies will issue regular dividends because they want to maximize shareholder wealth. Companies in the sectors of oil and gas, basic materials, healthcare and pharmaceuticals, banks and financial, utilities, and REITS tend to issue dividends more than other sectors.

[mj19] 12/12/2016 06:51

12/8/2016, GlaxoSmithKline PLC (NYSE:GSK) negotiated 5.41 million shares against it an average volume of 3.64 million shares. The stock concluded the recent trade at $37.39 with downbeat trend move of -0.43%. The company has total market value of 90.97B. The company has got a 52-week exceptional price of $45.58 and reached a 52-week lowest of the share price at $37.20. The daily trading range was observed between a day's low price of $37.20 to a day's high price of $37.51.Analysts covering GSK have assigned a consensus short term price target of $47. Analysts are projecting the lower share price forecast of $43 and some analysts are predicting that the stock have a tendency of top estimate of $50. Median price target has been set at $48 by analysts.

[essentialinvestor] 09/12/2016 08:42

My view on the dividend is different, however it does not alter GSK's longer term potential.

Trying to rationalise short term price movements is not something I would worry
about, longer term a share price is driven by earnings.

[tradermichael] 09/12/2016 08:25

Excellent article (because it confirms my beliefs as a share holder and probably reflects most shareholders' views). The big question that arises (perpetually, it seems) is why does the market not reflect this (and hence the price)?

[mj19] 08/12/2016 22:22

Here's my top stock pick for 2017By Rupert Hargreaves | Fool.co.uk – GlaxoSmithKline GSK head officeWhat if I told you there's a company out there today which is expected to report earnings per share growth of over 30% this year, offers shareholders a dividend yield of more than 5% and trades at a discount to its wider peer group.This company is included in the FTSE 100, and its name is GlaxoSmithKline (LSE: GSK).ADVERTISINGinRead invented by TeadsA rocky yearIt's been an exciting year for Glaxo's shareholders. After several years of restructuring and rebuilding the business, 2016 was supposed to have been Glaxo's comeback year, which it was until a few weeks ago. Indeed, between the beginning of January, and the beginning of October, shares in Glaxo rallied by 25% as the company impressed investors with its steady organic growth. An earnings kick from weaker sterling also helped improve sentiment towards the firm. But since the beginning of October, for some reason, the market has turned its back on Glaxo. The shares have fallen 13% from their high and are now back at April levels.However, despite the recent declines in Glaxo's share price the company's underlying fundamentals haven't changed. City analysts are still expecting earnings per share growth of 31% this year as the company benefits from organic growth and weaker sterling. Growth of 10% has been pencilled-in for next year as well. After these two years of growth, Glaxo's earnings per share will return to 109p, a level not seen since 2012. These projections indicate that shares in Glaxo currently trading at a forward P/E of 15.3 and a 2017 forward P/E of 14. Meanwhile, peers such as Johnson & Johnson, Pfizer, Novartis and Sanofi all trade at P/E ratios of 20 or more.On track to outperform Glaxo's high double-digit earnings growth rate coupled with the company's relatively low valuation leads me to believe that the firm's shares will outperform during 2017. The City has long been sceptical about Glaxo's ability to hit growth targets and maintain its dividend payout, which was greater than earnings per share for several years. Nonetheless, Glaxo has always proved sceptics wrong, and there's no reason to suggest that the company's impressive run of outperformance will stop anytime soon.And this is why the stock is my top pick for 2017. Glaxo is a world leading pharmaceutical company with rapidly growing earnings per share, a dividend yield that's almost double the market average of around 3.5% and an attractive valuation. In fact, if you compare the company's current valuation to its projected growth rate, the shares look severely undervalued. Specifically, shares in Glaxo currently trade at a PEG ratio of 0.5 (a PEG ratio of less than one indicates growth at a reasonable price). Moreover, it looks as if there's no real fundamental reason for the recent declines in the value of the company's shares and over the long term, Glaxo is sure to see an increasing demand for its products as the world's population grows and ages.

[essentialinvestor] 08/12/2016 11:25

They can change price targets in a blink of an eye, meaningless in general terms
imv, a case of DYOR.

[tradermichael] 08/12/2016 11:00

Can someone please enlighten me on how a stock with a current 24% potential upside can be viewed by the broker as 'Neutral'? Doesn't 'Recommend buy' seem more logical?

[mj19] 08/12/2016 10:45

On Tuesday analysts at JP Morgan Cazenove retained GlaxoSmithKline PLC's (LON:GSK) shares as 'Neutral' in a research note issued to investors.Following JP Morgan Cazenove's latest price target of 1800 on the business this highlights that the broker now believes there is an increase of 24.05% from GlaxoSmithKline PLC's current share price of 1451.

[essentialinvestor] 08/12/2016 06:26

M, would hope vaccines also provide GSK with some further diversification.

However there are cost pressures for the industry, mentioned it a few times
recently.

So further company cost cutting to come, sector consolidation etc,
notice the AZN news from earlier this week on selective job relocation as a cost saving measure.

[minerve] 07/12/2016 23:22

Essential

The sensitivity to reform across most of the pharmaceutical majors' branded drug portfolios is relatively similar - because of their extensive broad base. GlaxoSmithKline does have the advantage of softening the impact of reforms at group level - particularly with a view to its consumer health products - but equally, at the moment, the markets maybe viewing the consumer health division as leveraging valuation risk at the moment because of its exposure to emerging markets; emerging markets being under pressure because of strength of dollar and perceived continuation, or worsening, of the dollar strength case.