20/08/2025 09:30

CSL Ltd (CSL) $225.50

CSL dominated talk across trading desks on Tuesday with their messy, but not particularly bad, result causing the stock to be punished almost 17%, its worst fall since the GFC.

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19/08/2025 17:53

CSL Limited (CSL) $225.50

CSL –16.89%: Shares experienced their worst fall since 2008 after the FY25 result highlighted weakness in the Behring division and revealed a major strategic restructure including a spinoff of Seqirus, which has created more questions than answers.

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14/08/2025 09:33

CSL Ltd (CSL) $269.55

CSL advanced 2% yesterday in a weak market, leading the healthcare sector to a 1% gain. The $130bn global biotech has struggled since COVID but we believe its defensive nature and cheap valuation compared to history puts it in an excellent position to rerate on the upside.

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08/07/2025 09:52

Active Growth Portfolio – Amendments

We are making two changes to the Active Growth Portfolio, trimming an existing holding and buying a new stock.

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01/05/2025 09:23

CSL Ltd (CSL) $251.13

The market's third-largest company, blood plasma giant CSL, advanced +2.3% on Wednesday, with ~20% of the gain occurring in the “Match.” The stock has range-traded since 2020 as it’s struggled to maintain an attractive growth profile, almost inevitable with a market cap of ~$120bn.

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27/02/2025 09:22

Revisiting healthcare stocks as investors become more defensive

We recently sold CSL and HLS out of the MM Active Growth Portfolio, leaving us with no healthcare exposure to this ~9% sector of the ASX200. Hence, we are carefully looking for attractive risk/reward opportunities in companies in the space we like.

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21/02/2025 09:57

Active Growth Portfolio – Amendments

MM are making several changes to the Active Growth Portfolio today

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11/02/2025 17:05

CSL Limited (CSL) $256.96

CSL –4.95%: The share price reaction today was indicative of the messy result delivered by CSL, with a few moving parts to cover below, though they did say they are on track to achieve FY guidance, which is for revenue growth of 5-7% (on a constant currency basis ) and adjusted net profit growth of 10-13% (CC basis).

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24/01/2025 09:25

CSL Ltd (CSL) $270

Healthcare Goliath CSL has drifted 4% lower this month, not a great result in a strong market. Ironically, Goldman recently reinstated CSL as Buy with a $325.40 target, but the markets are not listening yet.

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19/11/2024 09:17

CSL Ltd (CSL) $272.45

On Monday, CSL fell to levels not seen since April as an "if in doubt, stay out" attitude appeared to dominate the ASX healthcare giant  - CSL is now down 5% year-to-date, compared to the ASX200, which is up +9.3% before dividends.

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