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.
The challenge for TWE is that their growth is massively...
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Last
$7.57 |
Change
-0.165(2.13%) |
Mkt cap ! $6.154B | |||
| Open | High | Low | Value | Volume |
| $7.75 | $7.78 | $7.52 | $26.64M | 3.491M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 20 | 14771 | $7.56 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.57 | 8119 | 17 |
View Market Depth
| Last trade - 14.50pm 31/07/2025 (20 minute delay) ? |
| TWE (ASX) Chart |