CSL Loses Bull on Concerns Over Plasma Business, Vaccine Spin-Off -- Market Talk

Dow Jones

08/20

2353 GMT - Bell Potter analyst Thomas Wakim downgrades Australia-listed pharmaceuticals company CSL to hold from buy after the company reported annual results and announced a spin-off of its vaccine unit Seqirus. Wakim says guidance for earnings growth was below consensus and that the 2H performance of CSL's Behring unit, which includes CSL's marquee plasma business, was underwhelming. Wakim also says the Seqirus spin-off seems unlikely to drive a near-term valuation uplift given falling vaccination rates and a soft growth outlook. He adds that there's now uncertainty regarding the forecasts of the de-merged company. CSL's shares tumbled nearly 17% yesterday after the result. (mike.cherney@wsj.com)

(END) Dow Jones Newswires

August 19, 2025 19:53 ET (23:53 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2560457611"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2560457611\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2560457611?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-08-20 07:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2560457611","market":"us","top_or_hot":-1,"title":"CSL Loses Bull on Concerns Over Plasma Business, Vaccine Spin-Off -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2353 GMT - Bell Potter analyst Thomas Wakim downgrades Australia-listed pharmaceuticals company CSL to hold from buy after the company reported annual results and announced a spin-off of its vaccine unit Seqirus. Wakim says guidance for earnings growth was below consensus and that the 2H performance of CSL's Behring unit, which includes CSL's marquee plasma business, was underwhelming. Wakim also says the Seqirus spin-off seems unlikely to drive a near-term valuation uplift given falling vaccination rates and a soft growth outlook. He adds that there's now uncertainty regarding the forecasts of the de-merged company. CSL's shares tumbled nearly 17% yesterday after the result. (mike.cherney@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 19, 2025 19:53 ET (23:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CSL Loses Bull on Concerns Over Plasma Business, Vaccine Spin-Off -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCSL Loses Bull on Concerns Over Plasma Business, Vaccine Spin-Off -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-20 07:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2353 GMT - Bell Potter analyst Thomas Wakim downgrades Australia-listed pharmaceuticals company CSL to hold from buy after the company reported annual results and announced a spin-off of its vaccine unit Seqirus. Wakim says guidance for earnings growth was below consensus and that the 2H performance of CSL's Behring unit, which includes CSL's marquee plasma business, was underwhelming. Wakim also says the Seqirus spin-off seems unlikely to drive a near-term valuation uplift given falling vaccination rates and a soft growth outlook. He adds that there's now uncertainty regarding the forecasts of the de-merged company. CSL's shares tumbled nearly 17% yesterday after the result. (mike.cherney@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 19, 2025 19:53 ET (23:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7511","symbol_name":"ESG概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2560457611","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2560457611","pubTimestamp":1755647580,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2353 GMT - Bell Potter analyst Thomas Wakim downgrades Australia-listed pharmaceuticals company CSL to hold from buy after the company reported annual results and announced a spin-off of its vaccine unit Seqirus. Wakim says guidance for earnings growth was below consensus and that the 2H performance of CSL's Behring unit, which includes CSL's marquee plasma business, was underwhelming. Wakim also says the Seqirus spin-off seems unlikely to drive a near-term valuation uplift given falling vaccination rates and a soft growth outlook. He adds that there's now uncertainty regarding the forecasts of the de-merged company. CSL's shares tumbled nearly 17% yesterday after the result. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7511":"ESG概念","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK7508":"医药生物股","BK7501":"新冠治疗股","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","CSL.AU":"CSL LIMITED","LU0728928796.USD":"abrdn SICAV I - GLOBAL SMALL&MID-CAP SDG HORIZONS EQUITY \"A\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","CSL":"卡莱尔伙伴","BK4086":"建筑产品","BK7067":"生物科技"},"translate_title":"CSL因对血浆业务、疫苗分拆的担忧而失去牛市——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CSL.AU":0.9,"CSL":1},"content_text":"2353 GMT - Bell Potter analyst Thomas Wakim downgrades Australia-listed pharmaceuticals company CSL to hold from buy after the company reported annual results and announced a spin-off of its vaccine unit Seqirus. Wakim says guidance for earnings growth was below consensus and that the 2H performance of CSL's Behring unit, which includes CSL's marquee plasma business, was underwhelming. Wakim also says the Seqirus spin-off seems unlikely to drive a near-term valuation uplift given falling vaccination rates and a soft growth outlook. He adds that there's now uncertainty regarding the forecasts of the de-merged company. CSL's shares tumbled nearly 17% yesterday after the result. (mike.cherney@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 19, 2025 19:53 ET (23:53 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}