You're right on the tax impact but not necessarily the R&D/valuation. Yes, R&D of course drives growth but it's also possible that excessive R&D could be translating into inefficiency.
Valuation theory isn't an exact science, many people/instos wouldn't buy CSL for instance as the PE is too high or the dividend yield is too low. No one is suggesting R&D should be cut totally but it should perhaps be more efficiently run. Would be interesting to know what the opportunity cost of either scenario would be according to management.
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Last
$301.26 |
Change
1.390(0.46%) |
Mkt cap ! $145.7B |
Open | High | Low | Value | Volume |
$301.73 | $301.85 | $299.87 | $61.67M | 204.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
11 | 100 | $301.26 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$301.32 | 33 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
12 | 145 | 301.160 |
13 | 167 | 301.150 |
6 | 32 | 301.140 |
1 | 7 | 301.130 |
4 | 41 | 301.120 |
Price($) | Vol. | No. |
---|---|---|
301.290 | 56 | 7 |
301.300 | 14 | 3 |
301.310 | 20 | 3 |
301.320 | 16 | 2 |
301.330 | 21 | 3 |
Last trade - 14.05pm 12/09/2024 (20 minute delay) ? |
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CSL (ASX) Chart |