This is a mobile optimized page that loads fast, if you want to load the real page, click this text.

CSL - CSL Limited

Jump to new
Dona Ferentes said:
not many "double digits" there:

Seqirus having headwinds
Behring solid
Vifor rather ho-hum
Click to expand...
Yes, that's what I was thinking.
There is also the chance of something from left field such as advantages given to US firms or something.
It is a safety hold though if things go bad to the ASX due to income in foreign currencies. My predication....another flat year for SP.
 
Rabbithop said:
Dr Bourse predicted it cld fall to a low of $223.16 on 27/2/24. I may wait for $180 - $220 to decide. Current market is unpredictable n difficult to work on. Come Monday we may see another Red Sea Day.
Click to expand...
@Rabbithop ....
CSL is currently $255.44 @ 12.15pm 14/2/25...
Thats pretty close to my 27/2/24 call of $223.40... and a long way from the pundits $320 to $350 target.
Had enough of my exile - I'm back - will post something on CSL shortly...
Cheers...
DrB
 
@DrBourse , you are the type of refugee i welcome with open arms.
Looking forward for your input
 
I DON'T care what analysts say, much like 'TA'

Analysts reiterate a Buy​

Despite the broad miss, analysts including UBS, Citi and Macquarie reiterated a Buy rating and price targets of over $300 on Wednesday.

BrokerRatingOld TPNew TP
UBSBuy$320$310
CitiBuy$345$335
MacquarieOutperform$334360.30

Ratings as at Wednesday, 12 February 2025​

"With several negative catalysts behind (CSL112 trial failure, downgrade of Vifor expectations and approval of Vyvgart in CIDP), we see less headline risks going forward," said UBS analysts.

Similarly, Macquarie analysts continue to the company's medium-to-longer term earnings growth as attractive, with the current valuation undemanding.

Despite the first-half miss, UBS still think CSL is "in a good position to deliver its 100 bp-plus margin improvement goal for FY25." The analysts maintained their rating given the stock is trading at circa 21.5x FY26 forward earnings."

Has CSL lost its shine as the market's favourite growth story?

When was the last time CSL shares hit a fresh 52-week high or all-time high?
www.marketindex.com.au
 
It has got off the canvas at a low of $253 to hit $265.
I think investors will be looking for somewhere safe when the correction happens. It can't all go into the banks.
To me it looks fair value.
 
Hmmm wonder if the SP will dip further today ... down to say $245.00 ??
 
rcw1 said:
Hmmm wonder if the SP will dip further today ... down to say $245.00 ??
Click to expand...
It's on a downtrend scan. MI

Downtrends Scan List​

CompanyCodeLast Price1mo %1yr %
Alpha HPAA4N$0.770-14.0%-6.1%
Audinate GroupAD8$7.07-2.5%-67.4%
Auckland International AirportAIA$7.17-8.2%-5.0%
Alliance Aviation ServicesAQZ$2.51-7.4%-15.2%
Bannerman EnergyBMN$2.01-33.4%-34.3%
CSLCSL$251.93-6.8%-10.6%
 
I'm with this guy.

0203 GMT - A high-severity influenza season in the U.S. could benefit vaccine makers including Australia's CSL, Morgan Stanley analyst David L. Bailey says. He points out that the U.S. CDC has designated its first high-severity season since 2017-18, with hospitalization rates at the end of February sitting at their highest levels since 2010-11. Bailey doesn't speculate on the degree to which vaccine demand could rise or the extent to which CSL and others could benefit. However, he thinks that vaccination rates may rise. CSL's fiscal first-half influenza vaccine sales fell 15% amid lower U.S. vaccination rates for people aged 15-64, he adds. Morgan Stanley has an overweight rating and A$313.00 target price on the stock, which is down 0.8% at A$253.20. (stuart.condie@wsj.com)
 
Really struggling to get interest. Not flavour of the month.
 
You must log in or register to reply here.

Similar threads

Research Articles
Replies
14
Views
2K
Rypieee
Can you make money investing in watches?
2 3
Replies
58
Views
5K
JohnDe
VGN - Virgin Australia
Replies
10
Views
1K
Dona Ferentes
August 2025 DDD
2 3
Replies
54
Views
7K
ducati916
A Sure Thing?
2
Replies
36
Views
3K
farmerge
Menu
Log in
Register
Cookies are required to use this site. You must accept them to continue using the site. Learn more...