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【技术产业】巴菲特逢低买入6500万美元GSK股票
“股神”沃伦•巴菲特持股名录
http://www.tickerspy.com/member.php?pid=22720&mid=-1067983&refer=1100Y1
By Andrew Jack
星期五 二月 15 2008 13:00
GlaxoSmithKline, the UK based pharmaceuticals group, received a fillip on Friday with news that Warren Buffett, the veteran US investor, had taken a small stake in the company.
Documents filed with the US Securities and Exchange Commission this week showed that Berkshire Hathaway, Mr Buffett's investment company, had purchased 1.5m shares, worth about $65m (£33.1m), in GSK's American depositary receipts.
The move could help boost interest in GSK by private investors, who often follow the advice of Mr Buffett, listed by Forbes as the world's second richest man and known as "the sage of Omaha" for his highly successful investments.
The news helped lift GSK's shares onj Friday and they ended the day up 11p at £11.15, which is still well below a recent peak of more than £12.20 reached in early January. They have fallen by a quarter in the past year.
The company's shares have recently been hit after Jean-Pierre Garnier, GSK's outgoing chief executive, warned last week of a single mid-digit decline in earnings during 2008 on the back of increasing generic competition and sluggish performance on Avandia, its diabetes drug hit by a debate over its safety during 2007.
GSK faces up to six patent expiries this year, and reported a drop in earnings last year after warnings about Avandia caused prescriptions to drop by more than a fifth. On current valuations, the consensus analysts' advice is to hold GSK stock, which trades at average multiples for the sector.
Andrew Witty, the new chief executive who takes charge of GSK in late May, has pledged further efforts to boost innovation, more tailored approaches to marketing round the world, and an increasing shift into emerging markets.
Berkshire Hathaway also purchased stakes in other healthcare companies including UnitedHealth Group and WellPoint, the large health insurers, as well as Johnson & Johnson and Sanofi-Aventis (NYSE:SNY) , the pharmaceutical companies.
巴菲特的Berkshire Hathaway投资公司最近出资6500万美元购买了部分葛兰素史克股权，
安德鲁杰克
星期五，二○○八年二月一五日 时间： 13:00
总部设于英国葛兰素史克制药集团，上周五收到一则利好消息，美国资深投资人沃伦巴菲特，最近买进了少量该公司的股票。
据上星期递交给美国证券交易委员会的文件显示，巴菲特，巴菲特的投资公司，购买了150万股价值约6500万美元（3310万英镑）的葛兰素史克公司股票在美国存托凭证。
对于投资高人此举的公布，有可能会刺激私人投资者的兴趣，葛兰素史克公司由私人投资者，因为他们往往会跟随巴菲特的投资选择和意见，作为福布斯富人榜上得到世界第二首富，被誉为"奥马哈的智者"的巴菲特有其非常成功的长期投资业绩，也有许多来自全球的崇拜者和追随者。
该消息在上周五的确提振了葛兰素史克公司的股票，在当天上涨11便士，以11.15 英镑收盘，仍远远低于在今年一月初达到的近期高点12.20英镑。在过去的一年里，由于总总不利消息和业绩欠佳，GSK的股票已经下跌了已下跌了四分之一。
该公司的股价最近似乎又受到打压，葛兰素史克公司即将离任的首席执行 让-皮埃尔加尼耶，上周警告，由于仿制药的竞争和和受糖尿病药物文迪雅去年关于安全性的争议的影响，公司2008年的业绩会有一个单一中位数字跌幅的收入就回到增加通用竞争和低迷的表现，。
葛兰素史克公司今年将面临最高6个专利过期的影响，公司重磅药文迪雅去年处方量下降超过五分之一，使公司去年的收益已经下滑。该公司股票目前的价位，按部分股票分析师的意见，其市盈率大约是行业内的平均值，建议持有为好。
即将在今年五月上任的新CEO，Andrew Witty，已承诺公司将进一步努力，以更灵活和有针对性的手段，促进药物创新研发，，加大全球市场营销力度，并加强对新兴市场的开拓。
除了最近买入的GSK股份外，巴菲特也购买了其他医疗保健公司的股票，其中包括二家大型医疗保险公司，UnitedHealth集团和Wellpoint 公司，以及强生公司和赛诺菲安万特制药公司。
screen.width-333)this.width=screen.width-333" width=512 height=288 title="Click to view full gsk.png (512 X 288)" border=0 align=absmiddle> 强生公司股票二年走势图形表
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作者:admin@医学,生命科学 2011-04-30 05:14
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