Treasury Wine Estates
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Consensus Narrative from 14 Analysts
Penfolds' China Expansion And DAOU Integration To Strengthen Future Performance
Key Takeaways The expansion into the Chinese market with strong Penfolds demand indicates robust future earnings potential and improved profit margins. Shifting to a luxury-focused business model and retaining commercial brands supports further earnings growth and operational efficiency.
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20.9% undervalued intrinsic discount6.17%
Revenue growth p.a.
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