2 Stocks that are Likable – BLD and CSL

  • Sep 26, 2018 AEST
  • Team Kalkine
2 Stocks that are Likable – BLD and CSL

Boral Limited (ASX: BLD)

Boral Limited (ASX: BLD) is a name known for manufacturing as well as supplying building and construction related materials across Australia, Asia at large and the United States.  Boral Australia is the key provider catering to strong & resilient infrastructure, non-residential and residential construction markets. Boral Australia is strengthening margins and customer experience through innovation and excellence programs; and contributes 53% share of total underlying revenue of Boral Group.

On 18 September 2018, the company presented its Investor presentation of Boral North America. The Boral North America is very well placed in fly ash and building products, providing highly attractive growth opportunities in US markets. Boral North America contributes 35% shares of total underlying revenue of the Boral Group. The revenue of Boral North America has increased from $726 million in FY 2017 to $1,656 million in FY2018. Boral North America’s EBITDA grew from $84 million to $284 million. Boral North America is expecting EBITDA growth of around 20% in FY2019. The underlying market growth is expected around 5% in housing, around 2% in non-residential and around 6% in infrastructure.

In the financial year 2018, the Boral Limited witnessed a substantial growth of 47% in the net profit after tax before amortization and significant items to $514 million in FY2018 compared to last year. The reason behind this growth is the contribution from Headwaters, higher earnings from Boral Australia and a great performance from the USG Boral joint venture. The Company’s Sales revenue increased by 34% to $5.9 billion, and earnings before interest, tax, depreciation and amortization (EBITDA) increased by 47% to $1,056 million which reflects a full 12-month contribution from Headwaters and strong growth from Boral Australia. In the past six months, Boral’s share price decreased by 6.47% from $7.450 to $6.94 as on 25 September 2018. The group trades at a P/E of 18.530x which is lower than some of its peers while we see growth opportunities in the pipeline. 

CSL Limited (ASX: CSL)

CSL Limited (ASX: CSL) is in the business of manufacturing and distribution of biopharmaceutical and allied products. For the financial year 2018, the total operating revenue of the company increased by 14%. The main cause behind this significant growth in the revenue of the company is its plasma therapies division, CSL Behring. The product sales of the division increased by 11% to $6678 million and the EBIT margin also increased from 32.5% to 34.1%. The company has launched a product - Haegarda which is used to treat hereditary angioedema. Haegarda has almost grabbed about half of the share in the US prophylactic market; and according to the company’s report in the last five years, Haegarda has been the most successful chronic drug launch in US. Group’s vaccine division, i.e., Seqirus also showcased to have profit (for the first time) with $52 million as EBIT against the loss witnessed last year. Due to success of the CSL’s products in the market the net profit after tax of the company increased from $1337 million in FY 2017 million to $1729 million in FY2018. At the same time, the company’s R&D expenditure investment increased from $667 million in FY2017 to $702 million in FY2018 to support innovation and develop innovative biotherapies which could address the unmet medical needs and enhance current medical treatments.

In the past six months, the company’s share price increased by 31% from $157.01 to $204.93 as on 25 September 2018. The stock was down 1.2% as at market open on September 26, 2018. While the group is performing well and touching great heights, it looks to be trading on a higher side in terms of price.

Dividend Stocks To Buy

The Income available from dividends remains attractive for many investors.

We take a look at the best yields on the market and assess what they say about a company’s prospect.

One Thing is certain, though, Australia interest rates are still low, making income difficult to come by and keeping the focus for many investors on high yielding stocks. Kalkine’s team of analysts bought you handpicked report for “Top 25 Dividend Stocks For 2018.”

ASX-relevant Special Reports are published year-round to provide a detailed analysis into an investing opportunity or a potential risk to your portfolio.

Click here to get your free report.


The advice given by Kalkine Pty Ltd and provided on this website is general information only and it does not take into account your investment objectives, financial situation or needs. You should therefore consider whether the advice is appropriate to your investment objectives, financial situation and needs before acting upon it. You should seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice) as necessary before acting on any advice. Not all investments are appropriate for all people. Kalkinemedia.com and associated websites are published by Kalkine Pty Ltd ABN 34 154 808 312 (Australian Financial Services License Number 425376). website), employees and/or associates of Kalkine Pty Ltd do not hold positions in any of the stocks covered on the website. These stocks can change any time and readers of the reports should not consider these stocks as advice or recommendations.


All pictures are copyright to their respective owner(s).Kalkinemedia.com does not claim ownership of any of the pictures displayed on this website unless stated otherwise. Some of the images used on this website are taken from the web and are believed to be in public domain. We have used reasonable efforts to accredit the source (public domain/CC0 status) to where it was found and indicated it below the image.


There is no investor left unperturbed with the ongoing trade conflicts between US-China and the devastating bushfire in Australia.

Are you wondering if the year 2020 might not have taken the right start? Dividend stocks could be the answer to that question.

As interest rates in Australia are already at record low levels, find out which dividend stocks are viewed as the most attractive investment opportunity in the current scenario in our report.

We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it. OK