I think 2025 could be the year some of these buy and hold divi companies finally have their day in the sun.
Focus has to shift from the USA at some point and with the FT100 running at fresh record highs maybe it's slowly broadening out.
Good luck all 👍🏻 |
Topped up today.
GSK has been a terrible investment over many years.
AZN formerly the drugs division of ICI way back has been many times better.
There must be capability in this company and it is time they had their day in the sun.
My portfolio is full of shares that used to be the bluest of blue chips such as GSK DGE WPP PRU and many others.
A car crash, the collapse of these 'buy and hold forever' shares has been staggering.
All the talk of AI and even crypto, seems like madness. |
Makes an even better case .... ;0) |
PE trailing 12 months is 8.71 and next 12 months is 8.4 according to Eikon ? |
Yes, on the price-to-earnings ratio, it trades at just 21.6 – bottom of its peer group, which averages 29.1. This comprises Merck KGaA at 22.8, both Zoetis and AstraZeneca at 31, and CSL at 31.4. So, GSK looks very undervalued on that basis.
The same is true on the key price-to-book and price-to-sales ratios. On the former, GSK currently trades at 3.9 against a competitor average of 6.6. And on the latter, it is presently at 1.7 compared to a 5.2 average for its peers.
The second part of this pricing assessment examines where GSK shares should be, based on future cash flow forecasts. This discounted cash flow analysis shows the stock is 70% undervalued at its current £13.58 price.
Therefore, the fair value of the stock is technically £45.27! Market unpredictability may move it lower or higher than this. But it underlines that the stock is absolutely packed with value right now. |
Jefferies are behind the curve |
Lols, despite numerous profit upgrades from the company. Idiots |
Jefferies cuts target price to 1450p from 1525p |
patience required |
needs to break 1400 |
Notable products include Gepotidacin, the first completely new antibiotic for uncomplicated urinary tract infections in over 20 years, and the 5-in-1 MenABCWY vaccine for meningococcal diseases.
Upside potential is 40% ......;0) |
Signs of life here at last |
 Following GSK’s deal-heavy end to 2024, Chief Scientific Officer Tony Wood, Ph.D., doesn’t expect the trend to let up in the new year, zeroing in on partnerships that can expand knowledge about genetic factors driving disease. And, while Wood said the pharma still isn’t interested in joining the overcrowded obesity landscape, GSK is considering ways to build past the GLP-1 space.
GSK started this year’s J.P. Morgan Healthcare Conference by acquiring precision biotech IDRx, including its phase 3-ready gastrointestinal cancer candidate, for $1 billion.
“Obviously, we have a growing interest in in rectal, colorectal and GI cancers,” Wood told Fierce Biotech on Monday at the conference, adding that IDRx has all the characteristics he and Chief Commercial Officer Luke Miels look for in business deals.
“It's got an interesting clinical profile that could be accelerated,” Wood said. “That profile is anchored in something you can explain from the early characteristics of the molecule and strategically aligned with our growing interests in solid tumors associated with the GI tract.” |
#Willie99, exactly what I was just checking on.. :o)
31.07.2024 - all of the remaining shares held in HLN were sold in May 2024..
AZN were 2% off also, so not GSK specific today, but it is getting tedious watching, the share does seem to wobble along between 1300-1800 and has done for 10 years now.. |
LLB…Gsk no longer have a stake in Haleon, having sold their final 4.2% in May 2024. |
Pfizer are selling down 50% of their HLN shares through a book-build today/tomorrow, we will see how that pans out but sure to be at a discount and weighing heavy here on the shares/value GSK still hold of them.. |
This is a case of a valuation at odds with current earnings and near/medium term potential coupled with an unloved UK market right now. I think both will improve but unlikely to do it in sync with one another. If I was to stick my neck out I'd say IMHO things will be a lot better in the next 12-18M. And believe me when I say this stock has severely tested my patience. |
AZN fell also yet GSK is significantly lower valued, this again is not stock specific and I guess more funds are being pulled out of the UK despite many in the FTSE having international earnings |
We have a government in chaos |
$1.22 = £1 should provide support ..... |
Already overweight here but tempted to nab a few more. |
Me too although I'm already overweight here. Not sure what the issue is here but long term should be worthwhile adding at this price (I hope) |
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