We are taking a loss on A2 Milk (A2M) switching funds into Treasury Wines (TWE) – we see better opportunity for recovery in the latter with lower risk given Chinese lockdowns.
MM are selling A2M in the Flagship Growth Portfolio, taking a loss around $4.43
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We are buying into Treasury Wine Estates (TWE) bullish on their medium term prospects.
MM are buying TWE in the Flagship Growth Portfolio, allocating 5% around $11.44
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