** Shares of Treasury Wine Estates TWE.AX marginally down 0.5% at A$10.03
** Morgan Stanley says the Aussie wine producer could stand as a beneficiary as any potential tariffs on U.S. wine could disrupt the market
** Estimates imported wines constitute ~30% of total U.S. consumption by value
** U.S. President Donald Trump last Thursday threatened to slap a 200% tariff on wine, cognac and other alcohol imports from Europe
** MS says co's Treasury Americas unit, which contributes ~38% to group revenue, may benefit from lower supply and increased pricing power as most of unit's net sales revenue is domestically produced
** Brokerage maintains "overweight" rating and price target A$12.9
** Thirteen of 15 analysts rate the stock "buy" or higher, two as "hold"; their median PT is A$13.64 - LSEG data
** Stock down 11.4% YTD, including current session's moves
(Reporting by Nikita Maria Jino in Bengaluru)
((Nikita.Jino@thomsonreuters.com;))
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