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)

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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. 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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</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. 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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"}}}