CSL Bulls See Valuation Support Despite Challenges -- Market Talk

Dow Jones04-16

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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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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