priyapa here is an excerpt from their report
Our 12-month price target on TWE is A$11.50, offering upside of 8.7% and is based on a
50:50 weighted EV/EBIT-based SOTP and DCF. Key upside risks are: (1) Declines in the A$/US$ FX rate; (2) a faster recovery of trading
in the US operations; (3) earnings enhancing acquisitions; (4) better-than-expected
execution of the China strategy and (5) tangible progress on TWE’s proposed demerger
of Penfolds.
Key downside risks are: (1) further deterioration in China from macro or execution; (2)
further execution issues from direct strategy in the US; (3) unanticipated increase in
working capital; (4) risks of misalignment of significant inventory build with demand; and
(5) margin pressure from retail partners.
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Last
$12.13 |
Change
-0.310(2.49%) |
Mkt cap ! $9.842B |
Open | High | Low | Value | Volume |
$12.36 | $12.36 | $12.08 | $22.60M | 1.857M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 19129 | $12.13 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$12.15 | 4102 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 7825 | 12.110 |
4 | 16083 | 12.100 |
3 | 7177 | 12.080 |
5 | 29325 | 12.060 |
2 | 4703 | 12.050 |
Price($) | Vol. | No. |
---|---|---|
12.150 | 4102 | 3 |
12.170 | 6879 | 1 |
12.180 | 11879 | 2 |
12.200 | 6879 | 1 |
12.210 | 6879 | 1 |
Last trade - 16.10pm 01/07/2024 (20 minute delay) ? |
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