GlaxoSmithKline PLC

GlaxoSmithKline is a global healthcare company. Co.'s segments include: Pharmaceuticals; Vaccines; and Consumer Healthcare. The Pharmaceuticals segment is focused on developing new medicines in respiratory, HIV, oncology and immuno-inflammation, with discovery research exploring these and other areas. The Vaccines segment has a portfolio and pipeline of vaccines to help protect people throughout life. Co. delivers vaccines to people living in over 160 countries. The Consumer Healthcare segment develops and markets consumer-preferred brands in oral health, pain relief, respiratory, nutrition/gastro-intestinal and skin health.
  • TickerGSK
  • ISINGB0009252882
  • ExchangeLondon Stock Exchange
  • SectorPharmaceuticals & Biotechnology
  • CountryUnited Kingdom

Analysts

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: the EPS CAGR growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its ...

Team Pharma

ODDO : Favoriser l’innovation et le recentrage Pharma

La vague d’innovation médicale connait une accélération fulgurante. Les groupes se refocalisent ainsi sur l’activité Pharma qui profite d’une forte croissance. Les métriques des groupes s’en trouvent améliorés : le TMVA des BPA sur 2014/2018 ressortait à 3.5% alors que nous anticipons +8.5% sur la période 2018/2022. Dans ce contexte, nous privilégions AZN (top pick) qui présente une hausse de ses BPA 2x supérieure à celle du secteur sur cette période (17.5%), Novartis qui profite...

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: EPS growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its promising...

Team Pharma

ODDO : Favoriser l’innovation et le recentrage Pharma

La vague d’innovation médicale connait une accélération fulgurante. Les groupes se refocalisent ainsi sur l’activité Pharma qui profite d’une forte croissance. Les métriques des groupes s’en trouvent améliorés : la croissance des BPA sur 2014/2018 ressortait à 3.5% alors que nous anticipons +8.5% sur la période 2018/2022. Dans ce contexte, nous privilégions AZN (top pick) qui présente une hausse de ses BPA 2x supérieure à celle du secteur sur cette période (17.5%), Novartis qui p...

Damien Conover

Morningstar | GSK Updated Forecasts and Estimates from 01 May 2019

GlaxoSmithKline reported first-quarter results slightly ahead of both our and consensus expectations, partly driven by strong sales from shingles vaccine Shingrix, but we don't expect any major changes to our fair value estimate based on the minor outperformance. We continue to view the company as undervalued, with the investment community likely not appreciating the company's strong platform of currently marketed drugs and vaccines. This strong platform and new pipeline drugs are well positioned to offset generic competition, including the recent launch of a U.S. generic version of respirator...

GlaxoSmithKline plc - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

GlaxoSmithKline plc: Approval of generic Advair Diskus will hurt GSK’s earnings in 2019

Credit implications of Mylan Inc's approval of substitutable generic Advair Diskus

GlaxoSmithKline plc: Update following change of outlook to negative

GlaxoSmithKline's credit metrics will remain weak for a prolonged period of time following acquisition of Tesaro

GlaxoSmithKline plc - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

GlaxoSmithKline plc: Update to credit analysis

A strong business profile partly offset by somewhat weak credit metrics following the buyout of Novartis's stake in consumer health JV

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: the EPS CAGR growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its ...

Team Pharma

ODDO : Favoriser l’innovation et le recentrage Pharma

La vague d’innovation médicale connait une accélération fulgurante. Les groupes se refocalisent ainsi sur l’activité Pharma qui profite d’une forte croissance. Les métriques des groupes s’en trouvent améliorés : le TMVA des BPA sur 2014/2018 ressortait à 3.5% alors que nous anticipons +8.5% sur la période 2018/2022. Dans ce contexte, nous privilégions AZN (top pick) qui présente une hausse de ses BPA 2x supérieure à celle du secteur sur cette période (17.5%), Novartis qui profite...

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: EPS growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its promising...

Team Pharma

ODDO : Favoriser l’innovation et le recentrage Pharma

La vague d’innovation médicale connait une accélération fulgurante. Les groupes se refocalisent ainsi sur l’activité Pharma qui profite d’une forte croissance. Les métriques des groupes s’en trouvent améliorés : la croissance des BPA sur 2014/2018 ressortait à 3.5% alors que nous anticipons +8.5% sur la période 2018/2022. Dans ce contexte, nous privilégions AZN (top pick) qui présente une hausse de ses BPA 2x supérieure à celle du secteur sur cette période (17.5%), Novartis qui p...

Damien Conover

Morningstar | GSK Updated Forecasts and Estimates from 01 May 2019

GlaxoSmithKline reported first-quarter results slightly ahead of both our and consensus expectations, partly driven by strong sales from shingles vaccine Shingrix, but we don't expect any major changes to our fair value estimate based on the minor outperformance. We continue to view the company as undervalued, with the investment community likely not appreciating the company's strong platform of currently marketed drugs and vaccines. This strong platform and new pipeline drugs are well positioned to offset generic competition, including the recent launch of a U.S. generic version of respirator...

1 director sold

A director at GlaxoSmithKline sold 22,178 shares at 1,562p and the significance rating of the trade was 81/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board m...

Eric Monnier

Top Picks Q2 Healthcare: From five names down to three

The least we can say about Q1 2018 is that it was another tough quarter for healthcare in general with few exceptions across the sector, despite early activity on the M&A front with Sanofi announcing the acquisitions of Bioverativ and Ablynx in January. This was not enough to prevent the sector from underperforming the general indices by 1.4pp (-6% in absolute terms). We assume this is mainly the reflection of shy 2018 guidance on average from most companies suggesting in the end another transition year with very limited growth, most of which coming from the positive impact of the US tax refor...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Delphine Brault
  • Louis Boujard
  • Martial Descoutures
  • Philippe Ourpatian
  • Pierre Corby
  • Roland Pfaender
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/02/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Delphine Brault
  • Louis Boujard
  • Martial Descoutures
  • Philippe Ourpatian
  • Pierre Corby
  • Roland Pfaender
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 02/05/2019

...

Fatma Agnès Hamdani ...
  • Florent Laroche-Joubert
  • Johanna Jourdain
  • Laurence Hofmann
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/09/2019

...

Fatma Agnès Hamdani ...
  • Florent Laroche-Joubert
  • Johanna Jourdain
  • Laurence Hofmann
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/04/2019

...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/07/2019

The stabilisation of eurozone PMI indices in January contributes, albeit still modestly, to the abating of the excessive risk aversion end-2018. This is in addition to the welcome change in the Fed’s tone with the announced pause in monetary normalisation, pushing back the spectre of recession. Against this backdrop, the decent nature of results publications is contributing to the improvement in sentiment. However, questions about growth, or rather its rate of deceleration, persist. I...

GLAXOSMITHKLINE PLC. sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of GLAXOSMITHKLINE PLC. (GB), a company active in the Pharmaceuticals industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date February 8, 2019, the closing price was GBp 1,564.80 and its potential was estimated at GBp 1,661.60.

Nurhayati Wan

GlaxoSmithKline Plc

Nurhayati Wan

GlaxoSmithKline Plc

Nurhayati Wan

GlaxoSmithKline Plc

Nurhayati Wan

GlaxoSmithKline Plc

Tanay Roy

Bangladesh (IDLC): Consumer Sector – Burgeoning consumer class provides perfect backdrop, but valuations offer limited upside

Industry set for a growth drive. Bangladesh’s FMCG industry was valued at US$3.3bn (1.3% of GDP) in 2017 (Nielsen estimates). The industry size to GDP ratio is lower than India (1.7%) and a lot lower than developed markets such Australia (2.3%), UK (4.3%), and USA (7.5%). Per capita income in Bangladesh stands at US$1,901, growing at a ten-year CAGR of 10.2%. The increase in income has resulted in a rising Middle and Affluent class (MAC) population, which we expect to drive the consumption of consumer goods in the next two decades. With a young working age population in a small geography, Bang...

MarketLine Department

H. Lundbeck A/S - Strategy, SWOT and Corporate Finance Report

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MarketLine Department

AbbVie Inc. - Strategy, SWOT and Corporate Finance Report

AbbVie Inc. - Strategy, SWOT and Corporate Finance Report Summary AbbVie Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights AbbVie Inc. (AbbVie or ‘the company’) is a biopharmaceutical company. The company offers pharmaceutical products that mainly consist of Humira (adalimumab) and products in therapeutic areas of oncology, metabolics/hormone, endocrinology,...

MarketLine Department

F. Hoffmann-La Roche Ltd - Strategy, SWOT and Corporate Finance Report

F. Hoffmann-La Roche Ltd - Strategy, SWOT and Corporate Finance Report Summary F. Hoffmann-La Roche Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights F. Hoffmann-La Roche Ltd (Roche or 'the company') is one of the leading research-focused healthcare groups in the world. It is involved in the discovery, development and commercialization of innovative therapeut...

MarketLine Department

AbbVie Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's AbbVie Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by AbbVie Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights ...

Expert Corporate Governance Service (ECGS)

GlaxoSmithKline - AGM 08 May 2019

The AGM is followed by an EGM to be held at 15:30 in the same location.  AGM Item 2: Approve the Remuneration Report The remuneration structure is unsatisfactory.  The main concern is the potential for excessive incentive pay with a maximum of 850% of base salary.  In addition, the use of qualitative criteria exceeds guidelines and accelerated vesting is possible.  The quantum for the year is also considered excessive.  We recommend shareholders oppose.  EGM Item 1: To approve the transaction between GlaxoSmithKline Consumer Healthcare Holdings Ltd and Pfizer Inc The Company is seeking sha...

Expert Corporate Governance Service (ECGS)

Etude de l'AG du 04/05/2017

Sir Andrew Witty will be stepping down as CEO with effect from 31 March 2017 and will be succeeded by Emma Walmsley. Dr Patrick Vallance joined the Board in his role as President, R&D on 1 January 2017. Item 2: Approve the Remuneration Report. The remuneration structure is unsatisfactory. Variable remuneration has the potential to be excessive and the actual awards exceeded guidelines. Item 15: Re-appoint the Auditor. PricewaterhouseCoopers LLP (PwC) have been the Group

Jérôme VINERIER

Analyse court terme - GLAXOSMITHKLINE : La tendance est incertaine.

La tendance est incertaine. Les cours se sont repris, mais la tendance manque de puissance pour le moment. La prochaine résistance est à 1 625,00 p.

Jérôme VINERIER

Short term view - GLAXOSMITHKLINE : The trend is uncertain.

The trend is uncertain. Prices have recovered but the trend lacks power for the time being. The next resistance is at 1,625.00 p.

Jérôme VINERIER

Short term view - GLAXOSMITHKLINE : Prices are still making progress

The background trend is clearly bullish. Prices are still making progress but there is less power in the movement. The next resistance is at 1,560.00 p. Breaking below the support at 1,318.00 p would invalidate the trend.

Jérôme VINERIER

Analyse court terme - GLAXOSMITHKLINE : Les cours progressent encore.

La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 1 560,00 p. La rupture du support à 1 318,00 p invaliderait cette tendance.

Jérôme VINERIER

Medium term view - GLAXOSMITHKLINE : The background trend is clearly bullish.

The background trend is clearly bullish. The correction is gaining traction. It is too early to qualify this action as a bearish reversal. The trend would be invalidated below the support at 1,321.00 p.

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