The challenge for TWE is that their growth is massively leveraged to China, and they have little organic / alternative growth coming from elsewhere. So 3% dividend yields in perpetuity with limited growth isn't something people are willing to pay for. A back of the envelope estimate of intrinsic value that I did had TWE at $7 ex China for 3-5 years, despite the amazing brand of Penfolds and the $2bn of assets it puts on their balance sheet. Unfortunately, I think the non-verbal "announcements" will play heavily on TWE for some time, as they have been caught in the geo political crosshairs.
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Last
$7.61 |
Change
-0.070(0.91%) |
Mkt cap ! $6.191B | |||
| Open | High | Low | Value | Volume |
| $7.66 | $7.68 | $7.59 | $5.069M | 664.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 23 | 5698 | $7.60 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.61 | 13715 | 16 |
View Market Depth
| Last trade - 11.16am 07/08/2025 (20 minute delay) ? |
| TWE (ASX) Chart |