Gsk Share Discussion Threads

[anhar] 19/10/2023 11:18

PoR: I don't agree at all. You're saying there is some hidden event behind every movement known only to a few insiders. That imo applies to only a vanishingly tiny minority of price changes. The rest are random.

Think about it. There are so many price moves, just over one day, even an hour, that there can't possibly be some hidden reason for each of these, known only to a select few. Price changing events in a company just aren't that frequent.

Randomness is the only likely explanation imo for nearly all such short term moves. Not just my opinion as there's a lot of research on it, though I accept that there are many who don't buy it.

In particular many small investors have this false (imo) belief that everything has a reason. It doesn't. Here's why.

A big cap like GSK is moved by insitutional trading. PIs don't count. Thus the price change at any point represents the net effect of such trades. Most times, all these insts have their own personal and differing reasons to buy or sell. The net effect of a load of unconnected independent trading decisions is a random one depending on the net buy or sell pressure.

[anhar] 19/10/2023 10:56

Maybe it's random.

[rikky72] 19/10/2023 09:53

Emma is staying on for another 6 years..

[abdullla] 19/10/2023 09:38

Maybe abdulllla done it !

[rsharman] 19/10/2023 09:20

Why the big fall today?

[pj84] 17/10/2023 18:39

From the above:-

...

"The board now expects GSK to generate sales growth of between 8pc and 10pc and adjusted operating profit and earnings per share growth in the range of 11pc to 13pc and 14pc to 17pc respectively. On each occasion GSK nudged up growth estimates by a couple of percentage points."

...

"GSK’s aim is to double sales of Shingrix to £4bn by 2026 and last week’s exclusive strategic agreement with China’s largest vaccine firm, Chongqing Zhifei Biological Products, to co-promote the product is a big step in that direction."

...

"Yet GSK trades at barely 11 times forecast earnings, with a dividend yield near 4pc. The earnings multiple represents a clear discount to rivals such as AstraZeneca, Switzerland’s Roche, tipped yesterday in this column’s online version, and America’s Bristol-Myers Squibb, which trade on 30, 15 and 14 times earnings respectively.

The shares would also look cheap were GSK to meet its own long-term growth targets, reaffirmed alongside the interim results. It is committed to generating compound trend sales growth of more than 5pc a year and compound adjusted operating profit growth of more than 10pc a year, as profit margins expand from the 30pc recorded in the first six months of 2023.

GSK could look cheap as and when the legal clouds lift."

[anhar] 17/10/2023 14:40

Correct TM. GSK is an outstanding example of all those styles:

Growth - after about a million years of holding, I'm up just 12.6% on original cost. This includes my HLN demerger shares. Not that I'm a growth player but that's the fact. Failed.

Income - This is my style. Divis were static for eight years at 80p for old GSK from 2014-2021 though admittedly there was a 20p special back in 2016. Following that payout paralysis, after the demerger the combined divis from new GSK and HLN were slashed. Failed.

Value - hard to see that GSK is underpriced with all that debt. Net debt at 30/6/23 was £18bn against net assets of £12bn and NAV is most certainly not above the share price. Failed.

So indeed GSK has something to offer these three approaches and it's ultra reliable. It fails all three.

[tradermichael] 17/10/2023 11:46

Popular investment philosophies include value investing, focusing on shares that the investor believes are fundamentally underpriced; growth investing, which targets companies that are in a growth or expansion phase; and investing in securities that provide a return in interest income......something of everything in GSK!

[rikky72] 16/10/2023 14:21

I wouldn't call him a troll, rather someone with chart hypervigilance syndrome who consequently suffers from high blood pressure and is prone to making panicked, nonsensical utterances on every insignificant share price movement ;)

[abdullla] 16/10/2023 09:17

You are in a bad mood ,what else can I say when GSK is cras?ing even when they are giving you good news ?

[alibizzle] 16/10/2023 09:08

Abdulla just a sad troll . How can I filter out his boorish comments ? Pretty pathetic

[abdullla] 13/10/2023 16:05

GSK SP,how amusing and what fun,enjoy!

[panache1] 13/10/2023 15:07

I'm in 1521.40

[abdullla] 13/10/2023 14:42

TM,you are magic.

[pierre oreilly] 13/10/2023 10:21

But traders with the implied gearing have to have a lot on deposit for any move against them else they get closed out.Traders have to not only get the buy and sell right, the prices can't move against them very much any time in between. Hope you've got plenty on deposit!This is probably the reason most traders lose everything.

[tradermichael] 13/10/2023 09:49

I think you are looking somewhat short-term!

[abdullla] 13/10/2023 09:36

In again but it's down again !

[tradermichael] 12/10/2023 15:29

IN (again) @ 1520.22p ...... roll on the next dividend next month.... ;0)

[tradermichael] 12/10/2023 10:02

Dividend in my AJ Bell accounts now ..... planning to buy more GSK ;0)