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
Eric Le Berrigaud

ASTRAZENECA: Strongly back on track | CONVICTION BUY TOP PICKS | 10500P(+42%)

ASTRAZENECA - CONVICTION BUY TOP PICKS | 10500P(+42%) Strongly back on track Q1 2021 highlighted strong underlying performance Covid-19 vaccine is loss-making in Q1 but will face seasonality Alexion released a very strong first quarter too We stick to our strong call

Adam Karlsson ...
  • Rickard Anderkrans
  • Viktor Sundberg

AstraZeneca - Unscathed from tough Q1

One of the few pharma companies that beat expectations Easier quarters ahead – expect accelerated growth Reiterate BUY, TP up to SEK 1,127 (1,111)

Martial Descoutures ...
  • Sebastien Malafosse

AstraZeneca : Very good start to the year

>Q1 better than expected, $ 275m in COVID-19 sales in Q1 - AZN reported better than expected Q1 results (+5.5% vs the consensus for revenues, +10% vs the consensus for EPS).Growth at constant currencies came to +11% for sales and +55% for earnings. The operating margin improved by 5 percentage points. The first COVID-19 vaccine sales amounted to $ 275m in the quarter.Guidance maintained... for the time being in our view - AstraZeneca reiterated i...

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 Euro...

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.

Eric Le Berrigaud

ASTRAZENECA - BUY - Top Picks | 8780p(+1%) ADAURA: outstanding results, paving the way for new SoC in adjuvant NSCLC

Top-line data even greater then thought Modelling consequences

AstraZeneca: 2 directors bought

Two Directors at AstraZeneca bought 1,650 shares at 76.800USD. The significance rating of the trade was 74/100. 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 Le Berrigaud

ASTRAZENECA: Strongly back on track | CONVICTION BUY TOP PICKS | 10500P(+42%)

ASTRAZENECA - CONVICTION BUY TOP PICKS | 10500P(+42%) Strongly back on track Q1 2021 highlighted strong underlying performance Covid-19 vaccine is loss-making in Q1 but will face seasonality Alexion released a very strong first quarter too We stick to our strong call

Adam Karlsson ...
  • Rickard Anderkrans
  • Viktor Sundberg

AstraZeneca - Unscathed from tough Q1

One of the few pharma companies that beat expectations Easier quarters ahead – expect accelerated growth Reiterate BUY, TP up to SEK 1,127 (1,111)

Martial Descoutures ...
  • Sebastien Malafosse

AstraZeneca : Very good start to the year

>Q1 better than expected, $ 275m in COVID-19 sales in Q1 - AZN reported better than expected Q1 results (+5.5% vs the consensus for revenues, +10% vs the consensus for EPS).Growth at constant currencies came to +11% for sales and +55% for earnings. The operating margin improved by 5 percentage points. The first COVID-19 vaccine sales amounted to $ 275m in the quarter.Guidance maintained... for the time being in our view - AstraZeneca reiterated i...

Martial Descoutures ...
  • Sebastien Malafosse

AstraZeneca : Très bon démarrage de l’année

>T1 supérieur aux attentes, 275 M$ de ventes COVID-19 au T1 - AZN publie un T1 supérieur aux attentes (+5.5% vs Cs sur les revenus, +10% vs Cs sur BPA).La croissance à changes constants s’établit à +11% en topline et +55% en bottom line. La marge opérationnelle progresse de 5 points de pourcentage. Les première ventes vaccin COVID-19 sont annoncées à 275 M$ sur le trimestre.Guidance maintenue… pour l’instant selon nous - AstraZeneca réitère sa gu...

Adam Karlsson ...
  • Rickard Anderkrans
  • Viktor Sundberg

AstraZeneca - Q1’21 report

Q1’21 mostly in line with us and consensus Some highlights in Q1’21 Share price implication

Expert Corporate Governance Service (ECGS)

AstraZeneca – AGM 29 April 2020

Items 2, 10-12: Dividend, capital increases without preemptive rights and share buyback   AstraZenecans distribution policy is unsustainable and item of serious concern. For many years in a row, the dividend has been covered neither by EPS nor by free cash flows. The debt has increased significantly. In 2019, AstraZeneca diluted shareholders by the non-preemptive placement of 3.5% of the capital at a 1.5% discount. The Companyns dividend amounts $3,592m compare to raised share proceeds of $3,525m. This cost at least $75m to the company and its shareholders. The discount totalled $53m and the...

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...

AstraZeneca PLC - December 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

AstraZeneca PLC: Update to credit analysis following outlook change to negative

Our credit view of AstraZeneca, reflecting its improvements in underlying cash flow generation, against some execution risk in the pipeline.

Moody's affirms AstraZeneca's A3 ratings; changes outlook to negative from stable

Rating Action: Moody's affirms AstraZeneca's A3 ratings; changes outlook to negative from stable. Global Credit Research- 15 Dec 2020. London, 15 December 2020-- Moody's Investors Service has today affirmed AstraZeneca PLC's A3 senior unsecured ratings and P-2 short-term commercial paper rating.

AstraZeneca PLC - September 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

AstraZeneca PLC: COVID-19 vaccine safety and efficacy data brings positive social implications but likely limited EBITDA potential

Our credit view of AstraZeneca's COVID-19 vaccine candidate interim trial results, which have positive ESG implications

Sven Edelfelt ...
  • Sylvain Goyon, CFA
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/12/2021

We have modelled the trend in the European risk premium (ERP) according to the momentum of 12m EPS, the rise in Bund yields and the rise in PMI. On this basis, our model shows an additional potential easing in the ERP of 75bp in 6 months. The market therefore has a significant capacity to absorb yield growth, provided that it is linked to accelerating EPS growth. Two consequences: 1/ the outperformance of value stocks will continue apace and 2/ it is much more a decline in expected EP...

Ahmed Ben Salem ...
  • Sylvain Goyon, CFA

ODDO BHF Small & MIDCAP MORNING NEWS - 03/12/2021

We have modelled the trend in the European risk premium (ERP) according to the momentum of 12m EPS, the rise in Bund yields and the rise in PMI. On this basis, our model shows an additional potential easing in the ERP of 75bp in 6 months. The market therefore has a significant capacity to absorb yield growth, provided that it is linked to accelerating EPS growth. Two consequences: 1/ the outperformance of value stocks will continue apace and 2/ it is much more a decline in expected EP...

Sven Edelfelt ...
  • Sylvain Goyon, CFA
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/03/2021

Nous avons modélisé l’évolution de la prime de risque européenne (ERP) en fonction de la dynamique des BPA 12m, de la progression des rendements du Bund et de celle des PMI. Sur ces bases, notre modèle affiche un potentiel de détente additionnel de l’ERP de 75 pb à 6 mois. Le marché dispose donc d’une capacité non négligeable d’absorption de progression des rendements à condition que cette dernière soit liée à une accélération de la croissance des BPA. Deux conséquences : 1 / la surp...

With a more favourable environment, ASTRAZENECA improves to Slightly Positive

ASTRAZENECA (GB), a company active in the Pharmaceuticals industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date April 27, 2021, the closing price was GBp 7,561.00 and its potential was estimated at GBp 8,184.81.

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the we...

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