With the portfolio up 35.36% (net) in 6 months, we have been searching for new stocks to drive the next wave of performance. Here are 2 we are adding

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Oct 10

We are buying… CSL Ltd (CSL) The top 3 plasma producers control ~85% of the US market. CSL is the lowest cost operator with ~30% market share. CSL reached a high of $290 per share in January but ...

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Here are 2 we are adding","media":"LiveWire","content":"<div>\n<p>We are buying… CSL Ltd (CSL) The top 3 plasma producers control ~85% of the US market.    CSL is the lowest cost operator with ~30% market share.   CSL reached a high of $290 per share in January but ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/with-the-portfolio-up-35-36-net-in-6-months-we-have-been-searching-for-new-stocks-to-drive-the-next-wave-of-performance-here-are-2-we-are-adding-2025-10-10\">Source Link</a>\n\n</div>\n","source":"livewire_stock","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>With the portfolio up 35.36% (net) in 6 months, we have been searching for new stocks to drive the next wave of performance.   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Here are 2 we are adding\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-10 08:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.livewiremarkets.com/wires/with-the-portfolio-up-35-36-net-in-6-months-we-have-been-searching-for-new-stocks-to-drive-the-next-wave-of-performance-here-are-2-we-are-adding-2025-10-10><strong>LiveWire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We are buying… CSL Ltd (CSL) The top 3 plasma producers control ~85% of the US market.    CSL is the lowest cost operator with ~30% market share.   CSL reached a high of $290 per share in January but ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/with-the-portfolio-up-35-36-net-in-6-months-we-have-been-searching-for-new-stocks-to-drive-the-next-wave-of-performance-here-are-2-we-are-adding-2025-10-10\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1791807156.HKD","symbol_name":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","start_time":0,"source_url":"https://www.livewiremarkets.com/wires/with-the-portfolio-up-35-36-net-in-6-months-we-have-been-searching-for-new-stocks-to-drive-the-next-wave-of-performance-here-are-2-we-are-adding-2025-10-10","article_id":"2574115097","we_media_id":null,"thumbnails":[],"rights":{"source":"livewire_stock","url":"https://www.livewiremarkets.com/wires/with-the-portfolio-up-35-36-net-in-6-months-we-have-been-searching-for-new-stocks-to-drive-the-next-wave-of-performance-here-are-2-we-are-adding-2025-10-10","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2574115097","pubTimestamp":1760057166,"columns":[],"sourceInfo":{"source_id":"livewire_stock","name":"Livewire Markets"},"weMediaInfo":null,"summary":"CSL Ltd  The top 3 plasma producers control ~85% of the US market.    CSL is the lowest cost operator with ~30% market share.   CSL reached a high of $290 per share in January but has declined markedly to the current level of around $210.  This was predominantly driven by potential issues around tariffs, margin contraction at Behring and confusion around the results presentation in August and spinoff of the vaccine business Seqirus.   Healthcare stocks have also lagged for the past 4 years, despite the strong long term outlook.  We consider these issues to be largely transient.  A clear base is now forming as sellers run out of conviction and sentiment begins to improve.","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK7067":"生物科技","BK4589":"SVB概念","BK7501":"新冠治疗股","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4211":"区域性银行","BK7149":"医疗保健房地产投资信托","CSL.AU":"CSL LIMITED","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","BK4585":"ETF&股票定投概念","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK7508":"医药生物股","WAL":"阿莱恩斯西部银行","LU0728928796.USD":"abrdn SICAV I - GLOBAL SMALL&MID-CAP SDG HORIZONS EQUITY \"A\" (USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4086":"建筑产品","HCW.AU":"HealthCo Healthcare and Wellness REIT","BK7156":"医疗保健房地产信托","CSL":"卡莱尔伙伴","BK7511":"ESG概念","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4588":"碎股"},"translate_title":"随着投资组合在6个月内上涨35.36%（净额），我们一直在寻找新股来推动下一波业绩。这是我们正在添加的2个","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CSL":1,"CSL.AU":1,"HCW.AU":1,"WAL":1},"content_text":"We are buying… CSL Ltd (CSL) The top 3 plasma producers control ~85% of the US market.    CSL is the lowest cost operator with ~30% market share.   CSL reached a high of $290 per share in January but has declined markedly to the current level of around $210.  This was predominantly driven by potential issues around tariffs, margin contraction at Behring and confusion around the results presentation in August and spinoff of the vaccine business Seqirus.   Healthcare stocks have also lagged for the past 4 years, despite the strong long term outlook.  We consider these issues to be largely transient.  A clear base is now forming as sellers run out of conviction and sentiment begins to improve.    \nWe are buying… Healthco Healthcare and Wellness REIT (HCW)  HCW is the largest healthcare REIT on the ASX,  encompassing 26 properties across hospitals, medical centres and research facilities.    Occupancy is 99% and the weighted average lease (WAL) to expiry is a lengthy 11.5 years.  11 of the hospitals are leased by Healthscope, which entered voluntary administration in May 2025.  Prior to that, HCW was paying out ~8c pa which equates to a yield of ~11% at the current price. HCW has stated that (if required) “…conditional agreements have been reached with alternative operators.”  Despite this, HCW is trading at just 44% of its net tangible asset backing.   Once the Healthscope issue is resolved one way or another, we would expect a large rerating. \n\n\n\nNever miss an update\n\n    Enjoy this wire? Hit the ‘like’ button to let us know. \n    Stay up to date with my current content by \n    following me below and you’ll be notified every time I post a wire","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}