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.
Ann: TWE Responds to MOFCOM Investigation Announcement, page-74
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Last
$12.12 |
Change
-0.325(2.61%) |
Mkt cap ! $9.875B | |||
| Open | High | Low | Value | Volume |
| $12.36 | $12.36 | $12.09 | $11.22M | 919.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 30 | 5871 | $12.11 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $12.12 | 326 | 5 |
View Market Depth
| Last trade - 15.02pm 01/07/2024 (20 minute delay) ? |
| TWE (ASX) Chart |