CSL is still by far the biggest overweight position in the Tribeca Alpha Fund which is managed by Jun Bei by a long mile as of 30 June 2020. (link below)
https://www.gsfm.com.au/cms/wp-content/uploads/2020/07/2006-Tribeca-Alpha-Plus-Report-Class-A-Units.pdf
The market can't quite make up its mind on CSL at the moment, hovering around the $280 mark. When it goes towards $275, it shoots back up, when it goes to $290ish it gets sold down.
Many fund managers are worried the impact of Covid-19 on the amount of plasma collected from their US centres, but I can't seem to find any fund managers who have done substantial fact finding on this, or at least published their findings with conviction.
CSL is still by far the biggest overweight position in the...
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Last
$309.29 |
Change
-2.040(0.66%) |
Mkt cap ! $149.4B | |||
| Open | High | Low | Value | Volume |
| $308.51 | $310.46 | $307.81 | $136.7M | 442.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 487 | $309.18 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $309.35 | 36 | 1 |
View Market Depth
| Last trade - 16.10pm 30/07/2024 (20 minute delay) ? |
| CSL (ASX) Chart |