Gsk Share Discussion Threads

[netcurtains] 28/10/2022 09:44

"
Despite this, Broker Shore Capital says there is a “value disconnect” in GSK’s share price. In a note to investors, analyst Dr Susie Jana said with GSK shares trading at 9.9 times 2023 earnings, versus peers at an average of 14.8 times, GSK’s fair value is at £18 per share, suggesting around 32% upside.
"

[pol123] 28/10/2022 07:53

I'm waiting for £12...haha

Good news on the HIV treatment this AM

[netcurtains] 28/10/2022 07:38

Its done.
Phew!
Be interesting to see where it settles.
I guess it depends on results.

[stewart64] 28/10/2022 07:37

Broken it now. Too cheap for what is now a Pharma. What are you going to load up on to balance your portfolio..AZN with a P/E of 75 over the last 5 years ( 10 billion profit over those years in total with a Cap of 150 billion) or bombed out GSK.

[tradermichael] 27/10/2022 10:24

Yes, there is a perceived 'barrier' to a round number like 1400p

[netcurtains] 27/10/2022 10:21

pyschological

[anhar] 27/10/2022 09:44

And what is the significance of 1,400p? Nothing but roundnumberism, attributing meaning to a figure that cannot have any. I know round numbers sound nice but the market or the share itself doesn't care about that at all. So 1,400 is no more important than 1,399 or 1,401 etc.

[netcurtains] 27/10/2022 08:41

If its going to break 1400, its quite possible it will do it today.

[geckotheglorious] 26/10/2022 12:38

Worth cursory glance for all but the LT hodlers here.
More a historical walk down memory lane truth be told...

”Is GSK a good choice for dividend investors”

[netcurtains] 26/10/2022 11:59

Its an automated process so it does not take into account the info that you know.
Perhaps write to google?

[anhar] 26/10/2022 11:52

...currently, the dividend yield is 6.79% (Googles figures)...

I don't know how they calculated that but it is much too high, see my post no. 31064 where I show that the forecast yield on the 2023 expected divi of 56.5p is 4.1% at 1,371p and little different at the current 1,384p.

A historical yield for GSK, if that's how they worked it out, will be unrealistically high because the divi is being cut.

[netcurtains] 25/10/2022 15:00

Its struggling to break 1400.
Do you think the results will be a blinder?

currently, the dividend yield is 6.79% (Googles figures).
PE ratio 10.68 (Googles figures).

[1knocker] 25/10/2022 10:38

Having held GSK for a decade, I got out completely earlier this year at an average of 17.50. Bought a few (10%)back last month, and just in the blue on that purchase. Any big restructuring is a risk. The lower dividend makes sense, but costs of drug development are eye watering, and there must be some limit to what consumers will pay. SPs across the sector seem high to me, A few months ago I sold 20% (I now wish I had been more decisive and sold more)of my Astrazeneca holding at !!4 and bought back a week or so ago at just under 97. But even at 80 they would still be pretty expensive. I do fear a sector price fall, which could see GSK down a couple of quid. Very difficult to know what to do, though its not a sector one can ignore in a balanced portfolio. That said, I am happy to be overweight energy and basic materials rather than big pharma.I guess we all just have to take every opportunity to trade down the capital cost of our Pharma and hope for the best. Certainly that has proved the right tactic this year with GSK and AstrZ.

[geckotheglorious] 25/10/2022 09:49

November is when Pfizer can start selling I gather...so not long to find out their intentions.

[netcurtains] 25/10/2022 07:07

Haleon seems to be doing well recently. Hopefully it will continue

[paul planet earth] 25/10/2022 07:01

Any views on the Haleon spin off success or failure and when will GSK and Pfizer start selling their share holdings?

[geckotheglorious] 24/10/2022 12:44

"Gilead HIV drug Biktarvy shows sustained efficacy in long term data"

Gilead Sciences (NASDAQ:GILD) reported real-world data from a study called BICSTaR and new five-year data from two phase 3 trials of HIV therapy Biktarvy.

Phase 3 trials: (Study 1489 and Study 1490)
The company said data showed long-term safety and efficacy of Biktarvy in those who switch from a dolutegravir-containing regimen. Dolutegravir is developed by ViiV Healthcare, which is majority-owned by GSK (GSK) and counts Pfizer (PFE) and Shionogi Limited (OTCPK:SGIOF) (OTCPK:SGIOY) among its shareholders.

[anhar] 24/10/2022 09:52

When you say enjoy the dividends, GSK has stated that the expected divi for 2023 is 56.5p so at 1,371p the forecast yield is 4.1%. Not a very high yield but having held it for many years in my income port, I'm staying in, plus I'm retaining my HLN shares too.

But I won't be adding to my GSK at current prices because for me the yield is a little low at present. As an income investor I focus on higher yielders so I may reconsider adding if the price falls, driving up the yield.

[hopefuldave] 23/10/2022 09:07

I don’t care anymore about the share price, I’m too far down to worry. So I’m adding a few every month and sit back and enjoy the dividends. Good luck.

[tuftymatt] 21/10/2022 18:10

Yeah signs that this one is on the way back up for sure.
I need to average down a bit on any intra day weakness and be back in profit by 1600 which I am sure will come before the year is out 🤞🏻
Good luck all holders.

[tradermichael] 21/10/2022 17:57

Yes, no more dribble about sub-1200, signals of 1400p + soon (especially with all the excellent new product news .... ;0)

[purchaseatthetop] 21/10/2022 14:34

Looking much better. Happy days.

[netcurtains] 21/10/2022 14:25

If no bad news from any court cases how high could this eventually go?
What is the price of these ex-court cases?