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hotcoppercui 发表于 2018-9-11 11:04 
CSL 市盈率接近50;
而Jonson & Jonson 市盈率才25
JNJ比CSL大多了 而且也更安全 本身就是美国最大的医疗健 ...
CSL has nothing common with JNJ. JNJ is a diversified pharmaceutical company with stable mature market so that its P/E ratio is relatively low.
On the contrary, CSL is a serum products/vaccination makers. It has relative monopoly in this area, bit like RMD in home CPAP or ISRG in medical robot machines. Because of the monopoly position, those companies usu have higher growth potential that P/E ratio are usu higher. CSL also just obtained Wuhan Ruide to access Chinese market as well. Giving the recent vaccination scandal in China, it seems that CSL has another growth point in its portfolio. Hopefully CSL will do another 1:3 dividing of its shares like it did in 2006. |
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