wondering are you guys considering the One-off financial effect in FY20 where albumin sales reduced by ~$340-370 million due to accounting treatment regarding GSP.
That represents around $110 less reported EBIT (at 32% EBIT margin) and around USD90 NPAT in FY20.
Also if one takes half of R&D expenditure to be capitalised (conservative estimate) pe doesn’t look that bad compared to other “Overvalued” stocks. ( Also wondering why not much noise about other overvalued stock like BRG, RMD. ARB, REH).
In this forum I believe most readers are wise enough to know that the current share price doesn’t represent past or current year earnings. It more so represents the expectations of future earnings. If CSL can manage to come out successfully with CSL112, CSL 312 and few others in next 2-3 years, current share price is a bargain. On the other hand if the earnings growth rate is to stay flat for next 3-5 years forget about $220 even $150 is expensive.
wondering are you guys considering the One-off financial effect...
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$285.10 |
Change
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Mkt cap ! $138.0B | |||
| Open | High | Low | Value | Volume |
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| No. | Vol. | Price($) |
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| 2 | 2976 | $285.10 |
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| Price($) | Vol. | No. |
|---|---|---|
| $286.53 | 75 | 1 |
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