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.
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
$239.90 |
Change
1.040(0.44%) |
Mkt cap ! $116.2B | |||
| Open | High | Low | Value | Volume |
| $238.23 | $241.14 | $238.23 | $37.16M | 154.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 3 | $239.90 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $239.96 | 45 | 2 |
View Market Depth
| Last trade - 13.44pm 16/06/2025 (20 minute delay) ? |
| CSL (ASX) Chart |