This, in combination with tariff concerns has caused the valuation de-rating. Almost all of the future earnings growth is tied to the blood plasma business, which in itself is a risk, but there are few structural growth stories like this on the ASX.
I looked at CSL at $240 on the back of the sell-off back in 2023 (I think) and didn’t buy. Regretted it ever since.
Yes, the stock no longer has a pipeline that is as attractive (CSL112 gone), but there is visibility into double digit earnings growth over the next 3 years, which should support a valuation higher than where it is sitting IMHO.
I am looking to buy in the coming days/weeks.
Hope we see more backtracking from Trump and would expect to see CSL rally.
All IMHO, DYOR etc.
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Last
$238.86 |
Change
-2.190(0.91%) |
Mkt cap ! $115.6B | |||
| Open | High | Low | Value | Volume |
| $242.00 | $242.00 | $237.72 | $176.2M | 723.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1620 | $238.86 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $238.88 | 1181 | 1 |
View Market Depth
| Last trade - 16.10pm 13/06/2025 (20 minute delay) ? |
| CSL (ASX) Chart |