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CSL — The Flush Before the Recovery?CSL — The Flush Before the Recovery? CSL is one of Australia’s heavyweight blue-chips, so this is a big map for me. Technically, price is still recovering inside a damaged higher-timeframe structure, and I’m watching the current rally as a push into resistance rather than a confirmed new bull leg. Short around $176 → TP $113 That lower target sits in the deeper structural reset area on my map. If price reaches it and buyers defend the zone, that is where I switch sides. Long $113 → TP1 $137 → TP2 $205 The move into $137 is the first recovery objective. A sustained break higher would strengthen the case for the larger rebuild toward $205. If $205 rejects, I’m watching $180 as the reload zone before the final push toward: TP3: $221 My route: $176 ↓ $113 → $137 → $205 ↓ $180 → $221 Big flush first. Then structure rebuild. Then continuation — if support holds and resistance is reclaimed. ---Cay7mon

CSL Undervalue Gem That Will Rebound CSL Limited (ASX:CSL) has long been considered one of Australia’s premier healthcare stocks, yet recent trading levels suggest it is undervalued relative to its historical benchmarks. Currently hovering around A$100, CSL is priced well below analyst fair value estimates of A$155, reflecting a discount of roughly 36%. This gap is largely due to FY26 earnings pressure, including US$5 billion in impairments tied to CSL Vifor and restructuring charges that temporarily obscure the strength of its plasma and vaccine businesses. Historically, CSL commanded premium valuation multiples of 28–30x earnings, compared to today’s ~19x. Sector peers average closer to 36x, underscoring the discount. Importantly, CSL’s plasma-derived therapies remain resilient, supported by structural demand drivers such as ageing populations and chronic disease prevalence. The vaccine division also provides defensive earnings streams, though near-term demand fluctuations in the U.S. have weighed on sentiment. The rebound has already begun, with shares climbing 14% from June lows. However, the decisive recovery is expected in FY27, once restructuring charges fade and margins normalize. Key catalysts include successful execution of the CSL Seqirus demerger, stabilization in plasma pricing, and renewed investor rotation into defensive healthcare amid global macro uncertainty. Risks remain: execution missteps in restructuring, prolonged weakness in vaccine demand, or continued capital rotation into growth sectors could delay recovery. Yet, for long-term investors, CSL offers a compelling value play. Its fundamentals—market leadership in plasma therapies, strong R&D pipeline, and defensive healthcare positioning—remain intact. Bottom line: CSL is undervalued today, with the rebound underway but full recovery likely around FY27. Patient investors may find this an attractive entry point into a high-quality healthcare stock poised to regain its premium valuation multiples.

by danny_peanuts

CSL Grand Supercycle Correction Over?They used to say "never sell CSL", they were right up until it peaked on March 2020. This was at the height of the Covid dump, whilst other stocks crashed; CSL was putting in a supercycle top. If you didn't sell the top, you are now down 72% since the all time high. Ouch! CSL is not any old stock, this is a leader in the ASX, one of the greatest businesses out of Australia. I was closely looking at this stock less than a year ago, fortunately I only purchased a tracker share and didn't pull the trigger for a bigger order, as it didn't have any positive momentum. Little did I know that management would fall apart and the business would have a $5 billion non cash impairment charge scheduled across FY26 and FY27. This triggered a massive sell off event, the stock capitulated to levels not seen since 2016. Yikes! This used to be a growth stock, now I am looking at it as a turnaround play. This requires patience and belief, I think the market is over reacting here and this business presents an opportunity. If you have 1-2 years and can stomach volatility, this stock may be for you. I consider CSL a wide moat business. It is split between CSL Behring (plasma, 70% revenue), CSL Seqirus (flu vaccines, 20% business), and CSL Vifor (10% of business). Trading at $97 AUD against a $3.1 billion cash profit run rat puts CSL at an implied forward multiple of 10.1x NPATA. I think patient investors are getting a 50% margin of safety at current levels. The technicals suggest a complete flush out of sellers, an RSI of 16 on the weekly completely resets the RSI from the previous cycle low. This is a rubber band setup that value investors look for, to ensure sellers have completely exited. My technical analysis has so far caught the exact love of the move, but I would like to see it reclaim $100 AUD and show some positive momentum. If it fails to hold $94, this could head down another 50%, I don't think that will happen but anything is possible given how badly this business has been managed in recent years. Whilst the world clamours over AI stocks, and tech puts in a euphorics high, I am looking at deep value plays in dividend compounders - CSL ticks the box. Keep a close eye on this, not financial advice.

CSL Limited (ASX:CSL)One of the strongest “moat” businesses on the ASX because it operates in a niche of healthcare that is extremely difficult, expensive, and slow for competitors to replicate. 1. Plasma collection network (huge barrier to entry) CSL is one of only a few global companies dominating plasma-derived therapies. Morningstar describes it as a highly consolidated oligopoly. A new competitor cannot easily “just enter” the market. - Plasma medicines require human plasma donations - CSL owns hundreds of plasma collection centres, especially in the US Building this network takes: - billions of dollars - regulatory approvals - years of donor relationships - specialized manufacturing plants Similar to: - airports for airlines - rail networks for trains - payment rails for Visa/Mastercard 2. Regulatory and manufacturing complexity CSL produces: - immunoglobulins - rare disease treatments - vaccines - plasma therapies These products require: - strict FDA/EMA approvals - biologics manufacturing expertise - quality control systems - cold-chain logistics Biotech manufacturing is much harder than normal pharmaceuticals. Once hospitals trust a supplier, switching is risky. 3. Scale advantage CSL’s massive scale gives: - lower per-unit production costs - better plasma sourcing - stronger R&D funding - global distribution 4. Recurring demand Many CSL therapies are not optional: - immune deficiencies - bleeding disorders - chronic illnesses Patients often need ongoing treatment for life creating: - sticky revenue - defensive earnings - resilience during recessions - 5. Historically excellent capital allocation For decades CSL was seen as: - a consistent compounder - high ROE business - strong earnings grower - world-class Australian company Why the drop after 2020? 1). COVID disrupted plasma collection CSL relies heavily on plasma donations, during COVID: - fewer donors visited centres - staffing shortages occurred - logistics were disrupted That reduced plasma supply and increased costs. 2). Costs surged post-COVID: - labour costs rose - donor compensation increased - inflation hit operations CSL’s margins declined materially after FY21. 3). Before 2020, CSL traded at premium valuations because investors viewed it as: - ultra-defensive - high growth - recession-resistant - at times it traded around 35–45x earnings Metric 2020 Today Share price ~A$340 peak ~A$140 P/E ~40–50x ~32x trailing Sentiment “perfect compounder” skepticism/caution Weekly chart showing a potential for 100% upside return.

CSL GOES "SHAKE IT. BAKE IT. BOOTY QUAKE IT. ROLL IT AROUND".CSL Ltd is an Australian multinational specialty biotechnology company that researches, develops, manufactures, and markets products to treat and prevent serious human medical conditions. CSL's product areas include blood plasma derivatives, vaccines, antivenom, and cell culture reagents used in various medical and genetic research and manufacturing applications. The company was established in 1916 as Commonwealth Serum Laboratories and was wholly owned by the Australian federal government until its privatisation in 1994. The main annual technical chart says, in the year 2025 CSL stock goes the worst year since 2002 (where it halved in price, and even more) after unprecedented 400x run over the past 30-year time span, while its RSI(14) rocketed above '90' for a straight seven years in a row. We watch close its further potential bearish action, with tap & hold '70-80' area, that is near CSL 30-year average. -- Best wishes, @PandorraResearch Team

by PandorraResearch

Epic Grand Supercycle Correction We are witnessing an epic grand supercycle correction in one of the best performing stocks over the last couple of decades. This stock went vertical for 14 years, but what goes up must come down. This stock is owned by many Australian investors, I understand it to be a top 5 name in the Australian stock exchange, a crown jewel in their biotech industry. This stock peaked in February 2020, as the Covid crash was starting to unravel. The massive drive to produce vaccines kept this stock going. Record profits and stellar growth continued to keep the stock price in a strong position. However, the last 12-16 months have been a disaster. Reasons for the drop: 1. Biotech de-rated post COVID boom 2. RFK and general anti-vaccine sentiment from the public 3. Earnings compression in this capital intensive business. Single digit near term growth The technicals line up with the fundamentals - an epic 5 wave move up. Followed by an ABC correction, rejected at the Golden Pocket retracement. So where do we sit down? The 200 Month moving average (yes, the monthly, a complete reset!). The Golden pocket retracement level and RSI of 29, another full reset. Is there reasons to be bullish? Not in the short term, this is not a quick trade and requires patience. If you are indeed a long term investor, expect a 18-24 month turnaround story just to get back on track in the world's leading Plasma derived therapeutics company. CSL is also the second largest influenza producer, though they pan to spin off this business (Seqirus). Companies like this are not built overnight, it takes many decades and the barrier to entry are extremely high. I will DCA here for a longer term hold. This adds defensiveness to any tech heavy portfolio. I would like further downside pain before scaling in more heavily. Not financial advice.

Never Sell CSL?In the Australian stock market, for years and years there was a saying: “Never sell CSL.” This informal mantra was common among investors and brokers and reflected CSL Limited’s reputation as a blue-chip, defensive, growth-and-dividend stock. The idea was that CSL’s business in plasma-derived therapies and vaccines was extremely stable, high-quality, and consistently growing, making selling the stock almost unthinkable. Key reasons behind the saying: CSL had strong, predictable earnings and cash flow. It consistently paid and increased dividends, making it attractive for long-term investors. It held dominant positions in certain therapies, providing defensive qualities even during market downturns. Over decades, it demonstrated strong share price growth. The phrase was never an official rule but rather a shorthand among investors for “hold forever unless something significant changes.” Well over the last few years, a lot changed. The once market darling has experienced some truly turbulent times. Why the mantra is changing Valuation risk: CSL’s share price has grown substantially; some analysts see it as expensive relative to earnings. Global competition: Biotech rivals and generic products may pressure margins over time. Operational risks: Plasma supply, regulatory hurdles, and R&D outcomes introduce uncertainty. Market shifts: Investors now weigh CSL against higher-growth biotech or diversified portfolios rather than just “blue-chip safety.” Interest rate environment: Higher rates make defensive growth stocks like CSL less attractive relative to other sectors. Current perspective CSL remains a high-quality, defensive growth stock, but the “never sell” mantra is less absolute. Long-term holding is still reasonable, but investors are encouraged to assess valuation, portfolio fit, and alternatives. Some holders now trim positions to rebalance or take profits rather than blindly hold forever. Bottom line: CSL is still top-tier, but modern portfolio thinking treats it as a strong, but not untouchable, asset. At the moment its price on the monthly shows that it could be at a good value area with a history of swing back up around 40% or so and its been regaining ground recently with some momentum if you look at the daily. Could be worth a watch.

Time to enter ASX:CSL ⁉️Last week, CSL management received positive feedback and the stock is currently in a base. While there is no confirmation of a new trend, the risk-reward ratio is favorable to add a small amount and let the market guide for further additions. I will only add up to 50% of my position in the low base, so if the stock fails to reach its all-time high, I will still have some gains to take away. The stock symbol is $ASX:CSL. Disclosure: I am investing in my super account for the first trance I cannot provide any recommendations to buy or sell. It is essential for you to conduct your own research.

by Peaceful-Weekend-Investing

Australias CSL Trading in a range on the monthly.Not one I am personally trading at the moment, but CSL was one of the most reliable stocks on the Australian market for years. Since 2020 though it has been stuck in this sideways range that could be good for the worlds slowest swing trade :) Being towards the bottom of the range might mean there is some upside on the table if the ASX is a market you trade.

CSL at support?Looks like a good buying opportunity for CSL at previous support. Broader economic downturn may invalidate this trade.

CSL down? stock perhaps overvalued, going to short at the OB down or get stopped.

CSL looking unwell So... my previous bullish attempt at this pattern failed, and I am now looking at the bearish play. A rising wedge pattern, looking to break from the rising support line. If this plays out, then the target will be around $248. The target is supported by the height of wedge, fair value gap and fib level, so looks to be a very strong possibility. The bearish sentiment is also supported by the disruptions to CSL business (Vifor), a higher cost environment, interest rates rises and latest drop in dividend payout. DYOR and trade at own risk.

CSL 3WK Analysis CSL is showing weak strength. Possible reversal from 3WK trendline. Expect price to move to 282. It could also touch strong support at 242 zone

by tradinghill_1

CSL breaking ascending triangle Was watching this for a while. It just popped. Missed entry yesterday, but will wait for a re-test to enter. Entry at $309 for a target of $334. SL @ $307. DYOR and trade at own risk.

Analysis: two possibilities On this stock we will have a reversal trend if we have the breakout with strenght the vwap indicator and the resistance line by a big green candle with a large green volume. In other hand we could have a downtrend continuity if we have the breakout with strenght the vwap indicator and the support line by a big red candle with a large red volume.Thanks.

CSL Testing highs Above upward sloping 20, 50 sma RSI above 50 Macd positive and above signal line Target conservative previous highs

by Advanced_Analyst

CSL.ASX_Bullish Breakout Trade_Long ENTRY: 299.20 SL: 285.64 TP: 317.82 - ADX<25. Would like to be higher. - Daily RS +ve - Daily FFI +ve - Weekly RS +ve - Weekly FFI +ve - Moving averages are aligned. - Breakout of consolidation area on 6 Jul 2022 before going into another consolidation range. - Recovered well on 17 Aug 2022 after earnings indicating possible buyers still in play. - Entry today based on breakout and rebound off 10EMA and 20EMA with volume. Would like the rebound to be >3%.

by TRADER-WANNA-BE

CSL Australia SSI Live Trading Series Sun Storm Investment Trading Desk & NexGen Wealth Management Service Present's Focus: Worldwide By Sun Storm Investment Research & NexGen Wealth Management Service A Profit & Solutions Strategy & Research Trading | Investment | Stocks | ETF | Mutual Funds | Crypto | Bonds | Options | Dividend | Futures | USA | Canada | UK | Germany | France | Italy | Rest of Europe | Mexico | India Disclaimer: Sun Storm Investment and NexGen are not registered financial advisors, so please do your own research before trading & investing anything. This is information is for only research purposes not for actual trading & investing decision. #debadipb #profitsolutions

by Sunstorminvest

CSL Australia Sun Storm Investment Trading Desk & NexGen Wealth Management Service Present's: SSITD & NexGen Portfolio of the Week Series Focus: Worldwide By Sun Storm Investment Research & NexGen Wealth Management Service A Profit & Solutions Strategy & Research Trading | Investment | Stocks | ETF | Mutual Funds | Crypto | Bonds | Options | Dividend | Futures | USA | Canada | UK | Germany | France | Italy | Rest of Europe | Mexico | India Disclaimer: Sun Storm Investment and NexGen are not registered financial advisors, so please do your own research before trading & investing anything. This is information is for only research purposes not for actual trading & investing decision. #debadipb #profitsolutions

by Sunstorminvest

CSL for a breakout & grind higher on improving fundamentals CSL is seeing improved plasma collection as places like the US start to return to normal. Additionally the Vifor acquisition should complete in the next few months with the potential for the stock to re-rate higher. The stock has formed an ascending triangle formation with resistance being tested on multiple occasions at the 273/274 level at which a major stock placement to fund the Vifor acquisition was recently conducted. A breakout at 274 was observed with the stock pulling back to retest that level as support. With improving fundamentals and a bullish chart formation, I think this stock is good for a trade. Targetting 297 to the upside as measured by triangle width and aligning with level from which the stock fell when the recent placement was announced. Placing stops just below the ascending trendline.

At what Price am I looking at CSL again ?CSL charts suggest that the price action is looking for a support zone and if it eventuates the $200 - $230 range would be a great spot to pick it up for a long term hold.

CSL Sideways Move, Break Up or Down CSL seems to have been moving Side ways from the high of $335 on the 17th Feb 2020, Resistance seems to be set around the $315 - $320 Mark with the market trying to push through this level on 4 occasions; 17th August 2020, 30th November 2020, 30th August 2021, and recently 22nd November 2022. From the RSI and MACD indicator below and the the bearish trend of the Overall market, I feel resistance level for CSL will remain the $415-$320 Mark. I have drawn the current support level at the $270 mark as it has been support on 3 occasions; 27th July 2020, 11th January 2021, and 5th July 2021. It has been a key level on one occurrence of 19th April, from resistance to support, additionally the recent Capital Raise was set at $273 per share. I feel the next resistance level which will determine the direction for CSL for the next few months will be set at the $252 Mark, It has been a support level on two major occasions; the first being on the 23rd of March 2020 after the "Flash Crash", the second on the 8th of March 2021. The second date displays a Doji Candle trend reversal after the stock had been falling form the 30th November 2020 after failing to break the resistance level as mentioned above. With the overwhelming amount of negative news lately I feel as if the $270 support level will be broken as the RSI and MACD indicator shows the Sellers are now in control. The next support level I've identified around the $252 mark, I feel it may bounce off this support level given the Strong fundamentals and CSL share holders being optimistic regarding the acquisition of Vifor Pharmar . The Moving average of 21 also shows the commencement of a down turn for CSL which from past data usually last 3-4 months. I would keep ASX:CSL on a watch list to see how the price fluctuation unfolds and see what the charts are telling Us prior to Jumping back in, Would appreciate your feed back and your thoughts on CSL Australia. Warm Regards

Boomer Stock Down...Premium Blue Chip Boomer stock appears to be in the bull trap stage, this is all relative to my view of another global crash.