AstraZeneca

AstraZeneca is a holding company. Through its subsidiaries, Co. operates as a biopharmaceutical company engaged in discovering, developing, manufacturing and commercializing its pipeline of small molecule and biologic prescription medicines, including targeted business development through collaboration, in-licensing and acquisitions. Co. is focused on three main therapy areas: Oncology, Cardiovascular and Metabolic Diseases, and Respiratory. Co. is also selectively active in autoimmunity, infection and neuroscience. In addition, Co. works across small molecules, oligonucleotides and other drug platforms, as well as biologic medicines.
  • TickerAZN
  • ISINGB0009895292
  • ExchangeLondon Stock Exchange
  • SectorPharmaceuticals & Biotechnology
  • CountryUnited Kingdom

Analysts

Dominic Rose ...
  • Naresh Chouhan

Intron Health: COVID-19 - Lockdowns Until 2021

Whilst the market is expecting a near-term peak in cases in Europe, we show that there are likely to be continual outbreaks into 2021 and we will likely see ongoing economic disruption for many quarters to come. HK & Taiwan eased some of the social distancing measures and saw a marked increase in COVID-19 cases. The UK govt’s base case is for continual outbreaks. We show that ICU beds are the limiting factor & driving govt behaviours, not economic disruption. Crucially, we show that looking at daily case numbers to find the peak is no longer a valid dataset & market focus on this dataset is mi...

AstraZeneca: 1 director bought

A director at AstraZeneca bought 500 shares at 76.640USD and the significance rating of the trade was 69/100. 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 mem...

Dominic Rose ...
  • Naresh Chouhan

Too Much Risk – D/G to HOLD

Whilst most companies go to great lengths to manage the volatility in consensus EPS, we believe AZN’s governance structure is actually adding to that volatility. Our analysis shows management could be incentivised to continue with one-time asset disposals despite no obvious need for them. These discretionary one-time items are a contributor to the sector-leading 42% spread for 2021 consensus EPS (Bloomberg). Moreover, given falling asset values and less available debt, AZN may now be a forced seller at lower valuations, which may not be in investors’ interests. In addition, we believe that AZN...

Team Pharma

ODDO : Update on the COVID-19 outbreak

On the basis of the latest scientific publications, we specifically answer the questions about the COVID-19 pandemic: contagiousness, incubation, mortality, clinical overview, mutations... We present the main players working on the development of a vaccine and provide a precise update on the spread of the virus worldwide. - - >Title 1 - TextTitle 2 - TextTitle 3 - TextTitle 4 - TextTitle 5 - Text§h...

Team Pharma

ODDO : Update on the COVID-19 outbreak

Sur la base des dernières publications scientifiques, nous répondons précisément aux questions entourant la pandémie au COVID-19 : contagiosité, incubation, mortalité, tableau clinique, mutations... Nous présentons les principaux acteurs travaillant au développement d’un vaccin et faisons le point précis sur l’état de propagation du virus à travers le monde. - - >Title 1 - TextTitle 2 - TextTitle 3 - TextTitle 4 - Text§...

Dave Nicoski ...
  • Ross LaDuke

Global Equity Strategy

Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Investors' primary sources of angst continue to revolve around concerns of (1) the global shift toward tighter monetary policy and the potential for perceived policy missteps, (2) trade and tariffs, and (3) the potential negative effects both (1) and (2) may have on global growth. Comments from Fed Chair Powell that interest rates are “just below” the neutral rate and the 90-day tariff ceasefire agreement between the U.S. and China have not been able to calm the markets. In Europe, ...

Jérôme VINERIER

Analyse court terme - ASTRAZENECA : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. Le MACD est positif, il confirme cette tendance. Le mouvement peut se poursuivre. Les objectifs suivants sont à 6 145,00 p et 6 502,00 p. La tendance serait invalidée sous le support à 5 100,00 p.

Jérôme VINERIER

Short term view - ASTRAZENECA : The background trend is clearly bullish.

The background trend is clearly bullish. The MACD is positive, it confirms that trend. The movement can go on. The following targets are at 6,145.00 p and 6,502.00 p. The trend would be invalidated below the support at 5,100.00 p.

Jérôme VINERIER

Analyse court terme - ASTRAZENECA : 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 6 145,00 p. La rupture du support à 5 100,00 p invaliderait cette tendance.

Jérôme VINERIER

Short term view - ASTRAZENECA : 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 6,145.00 p. Breaking below the support at 5,100.00 p would invalidate the trend.

Dominic Rose ...
  • Naresh Chouhan

Intron Health: COVID-19 - Lockdowns Until 2021

Whilst the market is expecting a near-term peak in cases in Europe, we show that there are likely to be continual outbreaks into 2021 and we will likely see ongoing economic disruption for many quarters to come. HK & Taiwan eased some of the social distancing measures and saw a marked increase in COVID-19 cases. The UK govt’s base case is for continual outbreaks. We show that ICU beds are the limiting factor & driving govt behaviours, not economic disruption. Crucially, we show that looking at daily case numbers to find the peak is no longer a valid dataset & market focus on this dataset is mi...

AstraZeneca: 1 director bought

A director at AstraZeneca bought 500 shares at 76.640USD and the significance rating of the trade was 69/100. 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 mem...

Dominic Rose ...
  • Naresh Chouhan

Too Much Risk – D/G to HOLD

Whilst most companies go to great lengths to manage the volatility in consensus EPS, we believe AZN’s governance structure is actually adding to that volatility. Our analysis shows management could be incentivised to continue with one-time asset disposals despite no obvious need for them. These discretionary one-time items are a contributor to the sector-leading 42% spread for 2021 consensus EPS (Bloomberg). Moreover, given falling asset values and less available debt, AZN may now be a forced seller at lower valuations, which may not be in investors’ interests. In addition, we believe that AZN...

Team Pharma

ODDO : Update on the COVID-19 outbreak

On the basis of the latest scientific publications, we specifically answer the questions about the COVID-19 pandemic: contagiousness, incubation, mortality, clinical overview, mutations... We present the main players working on the development of a vaccine and provide a precise update on the spread of the virus worldwide. - - >Title 1 - TextTitle 2 - TextTitle 3 - TextTitle 4 - TextTitle 5 - Text§h...

Team Pharma

ODDO : Update on the COVID-19 outbreak

Sur la base des dernières publications scientifiques, nous répondons précisément aux questions entourant la pandémie au COVID-19 : contagiosité, incubation, mortalité, tableau clinique, mutations... Nous présentons les principaux acteurs travaillant au développement d’un vaccin et faisons le point précis sur l’état de propagation du virus à travers le monde. - - >Title 1 - TextTitle 2 - TextTitle 3 - TextTitle 4 - Text§...

AstraZeneca PLC: 2019 results in line with expectations and 2020 pivotal for improvement in credit metrics

Our credit view of AstraZeneca’s solid 2019 results and our expectation of material deleveraging in 2020

AstraZeneca PLC - September 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Moody's: China's rising demand for drugs will fuel foreign pharma companies' growth into 2023 (Simplified Chinese translation)

企业融资部 Moody's France SAS96 Boulevard Haussmann Paris, 75008 France 联系电话. Moody's France SAS 96 Boulevard Haussmann Paris, 75008 France 联系电话. *请注意新闻稿之英文原版已于巴黎时间 9 月 24 日发放.

Moody's: China's rising demand for drugs will fuel foreign pharma companies' growth into 2023

Announcement: Moody's: China's rising demand for drugs will fuel foreign pharma companies' growth into 2023. Global Credit Research- 24 Sep 2019. -Relaxed regulation, improving healthcare coverage to drive China's pharmaceutical demand.

Moody's announces completion of a periodic review of ratings of AstraZeneca PLC

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of AstraZeneca PLC. Global Credit Research- 24 Sep 2019. Paris, September 24, 2019-- Moody's Investors Service has completed a periodic review of the ratings of AstraZeneca PLC and other ratings that are associated with the same analytical unit.

Ahmed Ben Salem ...
  • Alfred Glaser
  • Delphine Brault
  • Florent Laroche-Joubert
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Stephane Houri
  • Team Pharma

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/10/2020

...

Ahmed Ben Salem ...
  • Antoine Boivin-Champeaux
  • Aurelien Sivignon
  • Charles Lepetitpas
  • Jean-François Granjon
  • Louis Boujard, CFA
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Team Pharma
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 03/10/2020

...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Charles Lepetitpas
  • Jean-François Granjon
  • Louis Boujard, CFA
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Team Pharma
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 10/03/2020

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Delphine Brault
  • Florent Laroche-Joubert
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Stephane Houri
  • Team Pharma

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 10/03/2020

...

Alfred Glaser ...
  • Anis Zgaya
  • Bruno Cavalier
  • Delphine Brault
  • Florent Laroche-Joubert
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir
  • Philippe Ourpatian
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/17/2020

...

ASTRAZENECA PLC. loses on its star level and is downgraded to Slightly Positive

The independent financial analyst theScreener just slightly lowered the general evaluation of ASTRAZENECA PLC. (GB), active in the Pharmaceuticals industry. The title has lost a star(s) at the fundamental level and now shows 1 out of 4 stars. Its exposure to market risk remains nonetheless the same and can be still described as defensive. theScreener slightly downgrades the general evaluation to Slightly Positive for the title on account of the lost star(s). As of the analysis date January 31, 2020, the closing price was GBp 7,424.00 and its potential was estimated at GBp 8,460.42.

Nurhayati Wan

AstraZeneca PLC

Nurhayati Wan

AstraZeneca PLC

Nurhayati Wan

AstraZeneca

Nurhayati Wan

AstraZeneca

Expert Corporate Governance Service (ECGS)

AstraZeneca - AGM 26 April 2019

Item 2: Declare a Dividend  The proposed dividend is the same as that of the previous fiscal year. It has remained unchanged at $2.80 per share since 2015.  The Board maintains a progressive dividend policy and has the intention to maintain or grow the dividend each year with the aim of striking a balance between the interest of the business, financial creditors and shareholders. However, in the current year the dividend is not covered by earnings or free cash flow.  In fact, free cash flow has not been able to cover the dividend for five years in a row.  We recommend shareholders oppose.  I...

Astrazeneca PLC – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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