CSL Bulls See Valuation Support Despite Challenges -- Market Talk

Dow Jones

04/16

0108 GMT - CSL's bulls at UBS continue to see valuation support for the stock despite challenges from pricing, demand, and energy costs. The investment bank's analysts keep a buy rating on the vaccine and blood-products manufacturer, citing structurally sound demand for immunoglobulin and unchanged medium-term growth assumptions. They tell clients in a note that temporary oversupply in the U.S. is weighing on pricing but expect subdued plasma collections to help address this. Less positively, they see little evidence of the recovery in Chinese demand necessary to improve albumin sales growth. Cost inflation is also an emerging headwind, they add. UBS cuts its target price by 13% to A$205.00. Shares are down 2.1% at A$136.58. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

April 15, 2026 21:08 ET (01:08 GMT)

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The investment bank's analysts keep a buy rating on the vaccine and blood-products manufacturer, citing structurally sound demand for immunoglobulin and unchanged medium-term growth assumptions. They tell clients in a note that temporary oversupply in the U.S. is weighing on pricing but expect subdued plasma collections to help address this. Less positively, they see little evidence of the recovery in Chinese demand necessary to improve albumin sales growth. Cost inflation is also an emerging headwind, they add. UBS cuts its target price by 13% to A$205.00. Shares are down 2.1% at A$136.58. (stuart.condie@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  April 15, 2026 21:08 ET (01:08 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"BK4086","symbol_name":"建筑产品","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2627960254","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2627960254","pubTimestamp":1776301680,"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":"0108 GMT - CSL's bulls at UBS continue to see valuation support for the stock despite challenges from pricing, demand, and energy costs. The investment bank's analysts keep a buy rating on the vaccine and blood-products manufacturer, citing structurally sound demand for immunoglobulin and unchanged medium-term growth assumptions. They tell clients in a note that temporary oversupply in the U.S. is weighing on pricing but expect subdued plasma collections to help address this. Less positively, they see little evidence of the recovery in Chinese demand necessary to improve albumin sales growth. Cost inflation is also an emerging headwind, they add. UBS cuts its target price by 13% to A$205.00. Shares are down 2.1% at A$136.58. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4086":"建筑产品","CSL.AU":"CSL LIMITED","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU0728928796.USD":"abrdn SICAV I - GLOBAL SMALL&MID-CAP SDG HORIZONS EQUITY \"A\" (USD) ACC","BK7067":"生物科技","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","CSL":"卡莱尔伙伴","BK7511":"ESG概念","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK7501":"新冠治疗股","BK7508":"医药生物股"},"translate_title":"尽管面临挑战，CSL多头仍看到估值支撑——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CSL.AU":0.9,"CSL":1.5},"content_text":"0108 GMT - CSL's bulls at UBS continue to see valuation support for the stock despite challenges from pricing, demand, and energy costs. The investment bank's analysts keep a buy rating on the vaccine and blood-products manufacturer, citing structurally sound demand for immunoglobulin and unchanged medium-term growth assumptions. They tell clients in a note that temporary oversupply in the U.S. is weighing on pricing but expect subdued plasma collections to help address this. Less positively, they see little evidence of the recovery in Chinese demand necessary to improve albumin sales growth. Cost inflation is also an emerging headwind, they add. UBS cuts its target price by 13% to A$205.00. Shares are down 2.1% at A$136.58. 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