TWE treasury wine estates limited
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What if China ban Australia Wine?, page-141

  1. ohl85
    765 Posts.
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    04/11/20
    08:24
    Post #: 48625607
    that's just good fiscal management, not a guarantee it's happening.

    there's no denial here, just people are being quick to state that tariffs or bans are in place which is not true.

    Exports as I mentioned earlier (to China) have actually increased in the last 3-6 months to record levels since 2007.

    Nothing is slowing down until tariffs or bans are put in place (if it even gets to that)

    is there still risk to TWE - absolutely

    is there also plenty of upside to this SP relative to the business - absolutely

    next few months we wait and see
    TWE Price at posting: $8.95 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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