ive held csl since buying between 80-105 dollars over the last year or two and i love the company long term but the valuation does appear to be getting pretty frothy and im mostly worried about the effect of the huge cost of the csl-112 trial on earnings growth over the next couple of years.
wont a multivillion dollar trial weigh heavily on eps growth and keep it to single digits thus forcing a temporary downgrade by the market?
i know csl is a fantastic company but with such a huge market cap and eps, its not easy to grow eps at double digits of 15-20% especially as the cost of capital goes up with rising bond yields. this is somewhat offset by the weaker aud-usd rate which is a tailwind i guess.
anyway can some one please give me a detailed analysis of how csl-112 expense will weigh on eps growth over next 3-5 years?
im trying to convince myself not to sell...
- Forums
- ASX - By Stock
- CSL
- Ann: Half Year Results Analyst Presentation
Ann: Half Year Results Analyst Presentation, page-188
-
-
- There are more pages in this discussion • 3 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CSL (ASX) to my watchlist
(20min delay)
|
|||||
Last
$306.60 |
Change
4.560(1.51%) |
Mkt cap ! $148.1B |
Open | High | Low | Value | Volume |
$303.41 | $306.68 | $303.01 | $215.1M | 707.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 3499 | $306.60 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$306.68 | 284 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 20 | 305.500 |
1 | 17 | 302.040 |
3 | 24 | 302.000 |
1 | 65 | 301.510 |
1 | 100 | 301.000 |
Price($) | Vol. | No. |
---|---|---|
306.700 | 400 | 1 |
306.850 | 100 | 1 |
306.900 | 50 | 1 |
306.940 | 350 | 1 |
306.950 | 65 | 1 |
Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
Featured News
CSL (ASX) Chart |