Gsk Share Discussion Threads

[abdullla] 29/11/2017 12:50

UK a perfect win win market for shorters!

[abdullla] 29/11/2017 11:02

Back to square one!

[tradermichael] 29/11/2017 08:52

That is the case, but a great deal has happened in between then and now ..... ;0)

[amt] 28/11/2017 14:47

I remember having GSK shares nearly 20 years ago. share price hasnt gone up much but I have decided to buy some today as defensive play and for income.

[tradermichael] 28/11/2017 13:16

GlaxoSmithKline submits Tafenoquine US Regulatory Application For Malaria

[romeike] 28/11/2017 11:37

GSKs own conservative forecasts had assumed much greater competition for Advair by this point than has turned out to be the case. Looking at up to two years of "unexpected" higher revenue from Advair. Nothing on this from analysts.

[woodhawk] 28/11/2017 11:24

I'll be holding for along time yet, don't you worry! Already in profit and with a 6+% divi too. Bargain.

[mj19] 28/11/2017 11:10

Keep holding folks looking good

[ny boy] 27/11/2017 22:49

About time...


In London, GlaxoSmithKline was up 1.8%, benefiting as UBS upgraded the pharmaceutical firm to Buy from Neutral

[ny boy] 27/11/2017 20:20

Recovery underway, slow grind north, too cheap imho

[mj19] 27/11/2017 19:56

Losing steam in the US. GSK was up 2.2% now 1.4

[chessman2] 27/11/2017 17:09

I'll join in and confirm that IMO 1300 marks the bottom. I bought last time round at this level and have enjoyed the divis.

I'm also content to remain invested as one day we will get close to the 2000 mark when I might cashin.

[mj19] 27/11/2017 17:02

Silly how these upgrades shift the price up and down so much. Sometimes news from the company doesn't. I hope that today's rise isn't short lived

[ianood] 27/11/2017 16:34

romeike - you must understand, IB's know the company so much better than the CEO !!

[romeike] 27/11/2017 16:30

UBS comments are inconsistent with GSK's own conservative forecasts, GSK is already in recovery now, waiting until 2019 not required

[mj19] 27/11/2017 14:42

Hope it's can stay above 1320 or 1308 is the next support

[woodhawk] 27/11/2017 14:27

As I said a few days ago, I'm always lucky with GSK - and it looks like I've caught the bottom pretty well once again this time. Onwards and upwards to 1550p and beyond and a 6% divi along the way.

[montyhedge] 27/11/2017 12:07

Plus 6% yield as well, why we wait for 1550p, luvly jubuly Rodders.

[montyhedge] 27/11/2017 12:06

BUY 1550p now 1320p long way to go up.

[tradermichael] 27/11/2017 11:53

UBS seems to be unaware of the blockbuster drugs recently approved, and the Novartis Consumer put option ...... ;0)

[alphorn] 27/11/2017 11:45

Extended my long position this morning.

[zho] 27/11/2017 11:39

UBS

We upgrade GSK to Buy as we believe concerns of continuing earnings decline and the dividend sustainability are now over-done. Things will likely get tougher for GSK's earnings before they get better with 2018 showing a decline and no growth 2019 on our estimates. Over this time horizon OPEX increases, Advair generic erosion and increasing competition in HIV (ViiV) coincide. But GSK should then emerge from its earnings plateau. Uncertainty around the ViiV trajectory does justify a discount to the sector but we believe the valuation now reflects that (10% discount on '19 PE). Against market belief the dividend looks secure in our view and investors should be rewarded with two years of 80p before there is an opportunity to decide whether there is ‘gold at the end of the rainbow’ (2019E 3-year PEG of 2.2x v sector average of 2.6x). Our estimates change slightly due to phasing of respiratory revenues and a reduction in other operating income. We upgrade to Buy, PT 1,550p

[minerve] 27/11/2017 11:35

And they get paid a lot for it!

'Daylight will exist today until it gets dark'.

LOL