AstraZeneca PLC

AstraZeneca Plc - £75.64

AstraZeneca Plc ADR - $54.30

This is strange to me to see dollar stronger than the pounds or maybe i missed something?

Over the weekend the purchase of ALXN was announced. US market ADR is not yet open, thus price is of close from Friday. While UK is open for trading in the morning.

Also ADR is reflected in ratio 1:2. Meaning each single stock of AstraZeneca PLC = 2x ADRs

Thus the price disrespect.

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@Vedran thanks for the info.

AZ prices are tanking not sure when to jump in :roll_eyes:

I now have AZN on my main watchlist, with the headwinds of many countries temp-banning the vaccine I am keeping a close eye on what is a great company. We are now back at June 2019 prices (not counting the market wide drop of Feb/March 2020.

Anyone done any recent analysis, I need to take some time to look at what price I may want to open a position.

Rather buy GSK personally, much more upside. Even if price stays low should rise on the demerger.

AZN has dropped and still has a PE of 40.

GSK is like 10, better yield as well.

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AZN is estimated to grow 28%,27%,19% in next 3 years. In addition to the ALXN acquisition.

Current price of 48.77 USD is around 22.98 PE.

With Average Growth in next 3 years : 24.42% which would mean AZN to justify 24 PE.

I have started the position recently, keep adding small chunks.

AZN is one of the top growers in the industry.

If there is any doubt of better pick.

AZN

GSK

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Estimates…means nothing. See this all the time. Plus GSK won’t be the same GSK so how can they even estimate its growth when it will be two separate entities?

Fair point in that AZN you will probably see better CG but then this is debatable given the current pricing IMO.

Well there is data behind it.

So if history is a teacher, it shows they hit Estimates more then they missed.

Fair point, who much is that fast graphs?

Standard subscription is 15USD, premium membership which provides access to in detailed fundamentals, cash flows, dilution, debt etc is 46USD monthly.

I think 15 bucks is worth getting part of story covered in fundamentals.

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Is that a monthly fee or annual?

EDIT: just read down. It’s monthly. I went all marine and shot first

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I`ve got both :smiley:

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I hold GSK but might look into Astra this weekend for a potential entry price.

GSK I see as a fairly safe long term growth play with a good dividend payout history and the increasing dividend cover rate makes it appealing at the current pricing point.

I am long GSK, with no current position in AZN due to its massive run up last year I was holding off, now its come back down I am seriously considering it, as Vedran mentions growth wise its a better options than GSK overall, I went GSK purely from a value play (time will tell if value trap :smiley: )

I have price alert at AZN under 6750p, lets see what happens.

Just be aware the dividend will probably decrease in next couple years when the company splits.

I actually just discovered this - but I agree, $15 is reasonable for all that they offer…

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