Hikma Pharmaceuticals Share Discussion Threads

[deanowls] 20/7/2023 09:15

A pzfizer plant taken out in US by a tornado is rumored on Twitter.

[robertball] 20/7/2023 08:53

There has been some sector consolidation in US...so I would guess so

[chc15] 20/7/2023 08:51

Yes, wonder what's caused this, bid rumours?

[dartboard1] 20/7/2023 08:48

Well this is unusual ...

[robertball] 28/4/2023 10:17

I was surprised that the head hunters could not have found somebody from another pharma Co. That's all

[chrysalis99] 28/4/2023 09:45

The family control 27% then there is a list of blue chip instos. There's a huge free float. Things are improving in their markets and this morning's news should lead to upgrades. The valuation is undemanding. The chart looks strong and there is lots of PE interest in Hikma's sector/valuation. Long and strong.

[adamb1978] 28/4/2023 09:39

Hi Robert

Why do you say that the internal candidate was a vote of no confidence?

Agree its overlooked. PE is only around 11x but it generates decent returns and is growing mid single digits so enough places to invest that capital wich it throws off.

Hard to see much downside from here. Agree its not one for speculators as it won't double overnight, but given the starting valuation today its perfectly feasible to this growing 20% say p.a. via a combination of earnings growth and multiple appreciation.

Adam

[robertball] 28/4/2023 09:13

I'm here. This share is overlooked. Sigi's resignation was a bit of a blow and appointing an internal candidate was a vote of no confidence.It's a family firm and it might do OK in the long term.Not for speculators

[adamb1978] 28/4/2023 08:37

Reassuring TU with 2 of the 3 segments continuing in-line and the other upgraded. Anyone else here?!?

[adamb1978] 29/3/2023 21:51

CHC15 - agreed, and planning to add a bit more tomorrow. PE is only just double digits for the current year, yet its trading well, and generates strong ROE, ROCE. Its FCF yield is something like 7%-8% which also signals its probably too cheap

[chc15] 29/3/2023 15:51

Added more this morning, still a long term value play for me.

[misca2] 03/3/2023 09:00

Needs to break thru resistance at 1779p

[dudishes] 03/3/2023 06:39

Tks W & A for advice.

Agree its topping or is it recovering? That is the question?

Tipped much earlier by our investor group, but I turned down, at the time.

500 @ 1722 (£8610).

Divis, good point, All this type poor, hence why to long AZN rather by buy back in,

Pharmies did come the fore, but can they continue to grow, I say yes, but being from that sphere, I'm biased.

IMO

cheers

[ariane] 02/3/2023 19:01

Iain Gilbert
Sharecast News
27 Feb, 2023 16:26 27 Feb, 2023 16:27


Broker tips: Hikma Pharmaceuticals


Analysts at Berenberg raised their target price on drugmaker Hikma Pharmaceuticals from 1,440.0p to 1,740.0p on Monday on the back of the group's recent trading update.

Berenberg stated that last week, Hikma reported "decent" 2022 results, in its view, with no real changes to the group's outlook from January when management presented at a competitor conference.

[waldron] 02/3/2023 17:46

Upcoming events on HIKMA PHARMACEUTICALS PLC


April/28/2023 Annual General Meeting

[waldron] 02/3/2023 17:43

RBC raises Hikma Pharma price target to 1,950 (1,750) pence - 'outperform'

[waldron] 02/3/2023 17:11

LOOKING TOPPY

NOT IMPRESSED WITH DIVI





Having said that if results good, might move up 20pc if EV anything to go by

[adamb1978] 23/2/2023 12:52

Thought the results were fine. PE only just into double digits so difficult to see much downside given the expected return to growth this year. Yield of c.3% whilst you wait too. Very comfortable hold for me

[chc15] 23/2/2023 08:20

Actually they are decent, was expecting this, onwards for this, still value, long hold for me.

[18bt] 23/2/2023 07:42

Pretty awful results, but jam in 2023

[chc15] 22/2/2023 08:57

This is holding up well, I think tommorow is going to be good.

[adamb1978] 10/2/2023 08:27

I'm not sure I'd want companies which I own trying to chase the BoE base rate. Better to have a slower sustainable trend upwards and which is never cut, rather than a sharper increase which then needs cutting in my view

[chc15] 09/2/2023 08:45

Agreed, it's still cheap, I have been buying recently, Feb 23 results.

[adamb1978] 08/2/2023 13:45

Share price has had a nice run over the last 3-4 months however is still very cheap if you believe it can grow at mid single digit %s which market forecasts suggest and generate the 20%-ish ROCE which it historically has.

If you believe in mean reversion and see it getting back to multiples over the last few years, this should be heading to £25-£30