Hikma Pharmaceuticals Share Discussion Threads

[riskvsreward] 20/8/2017 10:36

In terms of quality, hik is in no league to gsk and azn. One is distributor of generic drug while the others are developing original new drugs that are protected by patents for many years.

All intangibles are not equal.

Besides, gsk and azn are also only stocks for income at the moment and gsk has not been a good performer for a long time.

[glenkaz] 20/8/2017 10:00

Broker rating lower ☹️

[nortic 007] 20/8/2017 09:16

I'm quite new to this company gentlemen but how many does the CEO hold ? It'll be interesting to see if he adds to his holding.

[justiceforthemany] 20/8/2017 08:14

IC/FT is riddled with errors. My figures are taken from the latest company accounts. The Daily Telegraph also has a great section on company fundamentals.

[andyj] 20/8/2017 07:48

According to IC, the figures differ somewhat from those above.Book Value 7.89Tangible book value 2.44Whilst revenue has risen dramatucally since 2013, net income is well below that year and debt has doubled. Cash and EPS are also lower than they were in 2013. The PE is higher than Shire's and in some forecasts considerably higher. The fall, for the moment, looks understandable, if not justified. When money returns to pharma, it will return to quality plays like Shire first. I think there's more downside to come yet.

[justiceforthemany] 19/8/2017 22:38

No.

Are you aware that GSK trades at 15x book value?

Both GSK and AZN have a far larger % of their assets as 'intangible assets and goodwill'

In fact if you take this out both have negative equity.

If you remove all the intangibles and goodwill Hikma still comfortably has positive equity.

[riskvsreward] 19/8/2017 19:49

The level headed argument is that the profit is perhaps on a down leg now and the book value is mainly Intangible. The tangible NAV is only about 250p. One to watch but better to avoid until it has surely bottomed out.

[justiceforthemany] 18/8/2017 21:56

So madman Trump has been firing and hiring again - this time Bannon. He may be out himself soon. No doubt that Trump's appointment has coincided with a fall in all healthcare stocks. Some more than others clearly. His own days may be numbered soon - he may even resign, who knows?

[glenkaz] 18/8/2017 16:09

Well £30 to go and stamp duty paid! I want my £2k back and £5k profit on Monday 🤡🤞

[glenkaz] 18/8/2017 15:18

Gonna stay til Monday see what happens on open! Gla have a nice weekend! And for lth 's buy some of their pills! 🤡✌A039;

[justiceforthemany] 18/8/2017 15:11

Takeover
Private buy out

Any whiff or rumour will move this higher and burn shorters

[totalgeek69] 18/8/2017 14:55

We need one of Kim Jong-un missiles it seems.. This is crazy!..

[glenkaz] 18/8/2017 14:53

What's gonna move it up🤔

[justiceforthemany] 18/8/2017 14:43

Sorry I had not taken into account todays carnage.

P/E here is now even lower at 13. That's even after factoring in a 10% decline in EPS.

[justiceforthemany] 18/8/2017 14:39

BTG P/E 76
ABCAM P/E 58

HIKMA P/E 14

Hmmm....we are a bit undervalued, no?

[glenkaz] 18/8/2017 14:31

Try foooooking harder! Nordic chuck yer £1000000000 in! Lol🤡✌️

[nortic 007] 18/8/2017 14:30

Trying to go better.

[glenkaz] 18/8/2017 14:07

Quick to bring it down now paint drying! Do something mms👹👺; now! 🤡✌A039;

[totalgeek69] 18/8/2017 13:56

Exactly justiceforthemany revised PE is circa 14 as I mentioned EPS is moving up 12% and is loaded to H2...

[totalgeek69] 18/8/2017 13:54

Personally I'm not to bothered about these for 6 months.. I hold £38k and will wait for Advair Generic race to finish in the US... Any other positives on the road will be a bonus :)

[glenkaz] 18/8/2017 13:37

Movement 🤠🤞

[nortic 007] 18/8/2017 13:28

Good luck sir.

[justiceforthemany] 18/8/2017 13:24

Hikma and Shire are two of the most oversold stocks in the entire FTSE.

RSI shows that.

As for P/E revised is around 14 not 20.

[balbains324] 18/8/2017 13:24

I'm spread betting mate. But I can see a few shorts closing out soon so will be in till December time me thinks.