yes, most of the Fox losses would have reversed by now. I wrote about it few weeks back and I have not tried to calculate again as at today. US$ will help bottom line of CSL reporting in US$.
IMO reason sell off is due to other reasons, which are more structural than FX movement.
Investors need more clarity on VYVGART product of Argnex long term impact on its IVIG sales. If impacted investors will need to know where will plasma be used in future. CSL 112 is still 12 months ahead and it can be the game changer for CSL. If it is not successful I don’t know what others in the pipeline ready for the market soon.
Investors also will want to see the progress of Vifor acquisition and it’s contribution.
Awaiting these information investors have reduced the PE they were prepared to give for future earnings. CSL112 could decide the future direction of CSL SP.
yes, most of the Fox losses would have reversed by now. I wrote...
Add CSL (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$279.90 |
Change
0.340(0.12%) |
Mkt cap ! $135.2B | |||
| Open | High | Low | Value | Volume |
| $279.74 | $281.78 | $278.67 | $138.3M | 494.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 249 | $279.89 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $280.00 | 2440 | 12 |
View Market Depth
| Last trade - 16.10pm 08/05/2024 (20 minute delay) ? |
|
|||||
|
Last
$279.61 |
Change
0.340 ( 0.09 %) |
||||
| Open | High | Low | Volume | ||
| $279.64 | $281.76 | $278.68 | 74293 | ||
| Last updated 15.59pm 08/05/2024 ? | |||||
| CSL (ASX) Chart |