WH Group (288 HK) - Now Cheapest in Yonks Outright and Vs Peers
WH Group has always been cheap to its peer group. Now it is worse. Pork prices are underperforming feed prices, lowering margins worldwide. WH has...
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C.P. Pokphand (43 HK): Scheme Doc Out. Meeting on 15 December
This still looks a pretty clean deal. I'd be paying up to and around $1.12/share which is ~3.6%/15% gross/annualised spread.
254 Views
WH Group Post-Tender Outlook
Buyback Offer shares are returned. Now we look forward. Of course, we did before in assuming participation rates. The stock is cheap on accretion...
289 Views
Hong Kong' Short Interest: From the Wuhan Lockdown, The Market Low, Until Now
Since August 2012, reportable net short positions in Hong Kong at the end of each week are filed with the SFC confidentially and are published one...
320 Views
WH Group: China's Pork Tariffs Could Trim EBIT Margins by 1 to 1.5ppt Near Term
WH Group's share price plunged about 10% yesterday on news that China plans a 25% tariff on US Pork imports (Source: Bloomberg). The company's...
239 Views