Agree with your comments. But the biggest issue CSL faces is strategic. Is the good days of IG sales growth and higher margin over for that sector? If so plasma collected and sold as plasma is going to GP margins by hefty amount. This is a major concern and that will the reason it will be revalued at a lower PE. All those comments made regarding the past or P/E ratio iss has no relevance. It is in between Value added IG products vs any non plasma dependent medicines? If this is negative for CSL it will be like technology company loosing to a new nimble product or services . The past BS, PE, cashflows etc doesn’t provide any comfort for future EPS or cashflow. All valuations are driven by what the future hold for industry or that company.
Agree with your comments. But the biggest issue CSL faces is...
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Last
$295.21 |
Change
0.050(0.02%) |
Mkt cap ! $142.6B | |||
| Open | High | Low | Value | Volume |
| $296.30 | $298.20 | $295.00 | $229.6M | 780.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 248 | $295.20 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $295.21 | 42 | 1 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| CSL (ASX) Chart |