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CSL at All-Time Highs: $320 Fair Value or Defensive Premium?
CSL (ASX:CSL) is trading near record highs around $290. With plasma recovery complete and Vifor integration ahead of schedule, is CSL’s 35x valuation justified—or are investors paying a defensive premium?
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ASX Tech Down 8%: WiseTech, Xero, NextDC—Buy the Dip or Avoid the Trap?
The ASX technology sector has fallen 8%, with WiseTech, Xero, and NextDC facing their first major pullback in over a year. Is this a buying opportunity for long-term investors—or the start of a deeper correction?
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