$CSL Ltd (CSL.AU)$ hold

Technomoon : what about the 100% drug tarrifs trump just announced? this thing will plummet

Technomoon : convince me otherwise

Eugenephua : 60% of CSL's revenue originate from US. The tariff impact will be pretty significant on future earnings. I don't see what's stopping it from hitting $160.

Technomoon Eugenephua : Yeah exactly, i wanna get out as soon as i can lol , i just bought more before reading about the taffifs tho

Edmund1 : you really think Trump will allow his countrymen to die from lack of blood supplies?

Eugenephua : CSL Behring (blood plasma collection) US revenue is US$7,311 million for FY 2025, accounting for 47% of the group overall earnings. This is probably why the share price is not going to zero. But I would heavily discount future earnings by 50%.

Five years : We will continue to hold the position, but we will add to it cautiously in case there is no room left to increase when the real bottom appears.

RedHammer : 2 bucks seems like a good support level to add to holdings

Five years Technomoon : The stock market is not a debate competition; there is no need to convince the other party. What truly matters is making decisions based on one’s position, cost, objectives, and risk control.

151366495 : tell me you don’t actually do your research without telling me buy a good company with a good product that you understand. value investment