This is our second foray into TWE, frustratingly we were stopped out at $4.56 in July, though this doesn’t mean we can’t re-enter at higher levels if the signals are strong. This is clearly a recovery play but with the added spice of a potential takeover bid following the emergence of European billionaire Olivier Goudet (former CFO of Mars, former CEO of JAB Holding) as a 9% shareholder via his investment vehicle Platin SARL earlier in 2026.
- We are bullish towards TWE believing it will trade above $6 into Christmas.
Trade Idea: Buy Treasury Wine Estates (TWE) using a limit of $5.40, with stops at $5.10, around 5% risk.
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