Australian (ASX) Stock Market Forum

CSL - CSL Limited

not many "double digits" there:

Seqirus having headwinds
Behring solid
Vifor rather ho-hum
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.
 
. My prediction....another flat year for SP.
... but today's action ::::>started OK then off she went ⤵️. By far the biggest weight on ASX Index (which was up 7 pts)
Screenshot_20250211_161257_CommSec~2.jpg
 
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.
@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
 
@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."

 
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