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.
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Last
$304.61 |
Change
1.510(0.50%) |
Mkt cap ! $146.5B |
Open | High | Low | Value | Volume |
$302.12 | $305.00 | $300.79 | $67.35M | 225.0K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 7 | $304.61 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$304.77 | 18 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 10 | 304.530 |
3 | 13 | 304.520 |
4 | 42 | 304.490 |
1 | 3 | 304.480 |
3 | 36 | 304.470 |
Price($) | Vol. | No. |
---|---|---|
304.580 | 1 | 1 |
304.590 | 3 | 2 |
304.600 | 1 | 1 |
304.630 | 9 | 1 |
304.640 | 27 | 1 |
Last trade - 12.22pm 06/09/2024 (20 minute delay) ? |
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