What is TWE Worth Ex-China?, page-204

this is actually a very good script & as much as it pains me, the woman was a coward to say how she really feels and our Chinese analyst was quite right on a lot of metrics...and unfortunately he made a lot of sense as well.... The one thing Keating made very clear to us was the fact that we are not a Euro country...be it we like it or not...we are geographically South East Asia....and we have to start acting as such....
Australia has to look at these 14 points, apologise and adapt to an ASEAN mindset...move on...swollow our pride...BUT NEVER FORGET....
You never trust the Chinese....but you can still have a relationship with them...TWE is a buying opportunity as when relations normalise...$15 + would be simply a base pricing ratio....economic boom period or a recession period...this company is a defensive stock....but not quite now... we simply have to make the move for normalising relations as painful as it may be......

Thanks for posting this......