11/02/2026 17:44

CSL Limited (CSL) $163.44

CSL -4.64%: Traded down today on a 1H miss and scepticism they’ll meet full year guidance, which they re-affirmed this morning. The stock was down ~13%R at the lows before sanity prevailed and it recovered some of the very steep losses. We covered the result this morning here, so we’ll just give some flavour around other broker’s views on the number. At MM, we don’t think the result is as bad as the market had feared, and this mornings brutal sell-off down to $150.16, will ultimately prove to the a low point for CSL.

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11/02/2026 09:35

CSL Ltd (CSL) $171.39

CSL captured the headlines for all of the wrong reasons yesterday as they announced the abrupt departure of CEO Paul McKenzie ahead of this morning’s 1H26 results – which are pretty much in line with expectations at the headline level, but some weakness in composition and they have a lot of work to do in the 2H.

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28/10/2025 17:28

CSL Limited (CSL) 177.86

CSL -15.87: Belted today, down as much as 17% to the lowest level since 2018, after the company scrapped its 2026 target to demerge Seqirus. The reason? A sharp drop in US flu vaccination rates (-12% overall, -14% in seniors), pushing Seqirus revenues into a mid-teens decline and undermining the value case for a standalone listing.

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16/09/2025 09:53

Active Growth Portfolio – Amendment

MM is amending the Growth Portfolio

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16/09/2025 09:42

CSL Ltd (CSL) $204.48

After CSL’s aggressive sell-off last month, it's been the topic of conversation with many investors caught long this much-loved $99bn healthcare giant. We discussed CSL in detail following August's result, which led to the sell-off despite earnings being up 14%, cash flow growing 29%, and the company announcing a $750 million share buyback.

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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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