"trump pharma tariffs sure to have a big impact as CSL won’t be able to easily pick up their Melbourne blood plasma plant and move it to the US overnight"
Why would CSL need to do that?
"Not sure what fair value might be in this macro environment but I am guessing it is not PE 30+ on forward earnings which might be taking a short term hit"
Not sure where 30+ comes from, but no matter, let's move to how big a hit to CSL's earnings do you think a 10% tariff applied to Australia will be?
Do you think the impact on CSL's Pre-tax profit will be:
a) >50%
b) 30%-50%
c) 15%-30%
d) 5%-15%
e) <5%
.(Hint: No need to guess; it can be calculated to a reasonable accurate degree by the information contained in the company's financial statements and Annual Report)
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)