Highlights
Ampol Ltd (ASX:ALD) underperforms while the ASX 200 Energy index sees overall gains in 2025
CSL Ltd (ASX:CSL) continues downward trajectory, nearing long-term lows despite ASX 100 stability
Broker insights signal room for recovery as both companies hold leading market positions in their sectors
Ampol Ltd (ASX:ALD), a major player within the ASX 200 and ASX 50, is ranked among Australia's top energy firms by market capitalisation. Despite its significant scale, the share price remains below its levels at the start of the year. This decline contrasts with the broader ASX 200 Energy index, which has seen gains in 2025.
International factors, including developments in US trade policies, may have influenced early year volatility. Yet, the fundamentals of the business and its entrenched role in energy supply remain unchanged. The broader sector’s performance this year may highlight a divergence, where Ampol’s pricing remains subdued relative to peers.
Market expectations indicate there may be room for share price movement. Notably, ALD has also been a mention in asx dividends discussions due to its consistent income distribution history.
Healthcare Dip: CSL Ltd (ASX:CSL)
CSL Ltd (ASX:CSL) is a biotechnology and healthcare leader within the ASX 100, ASX 200, and ASX 300 indices. As the largest healthcare company on the exchange, its global presence spans North America, Asia, and Australia.
Despite a solid earnings report, the stock has tracked downward this year, falling near a long-term low. Market sentiment appeared affected by broader macroeconomic concerns and cross-border operations, particularly in the US and China. This is in contrast to a relatively resilient performance across the All Ordinaries healthcare names.
The company’s operations in high-demand therapeutic areas, especially in plasma-derived treatments and vaccine technologies, reinforce its market relevance. Broker outlooks currently place CSL in a favourable position, indicating confidence in its future trajectory.