Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

Equity Capital Markets

<p>COFCO Meat Holdings (a unit of COFCO group) is benefiting from higher-than-usual pork prices. In this insight, I analyse the driver of the pork prices (demand and supply) from a domestic perspective. I also look to answer the following questions: </p><ul><li>Are its earnings sustainable when prices of pork within China falls?  </li><li>How strong are their consumer brands and margins compared to peers? </li><li>What are the key differences between the company and its peers?</li><li>At what valuations should the company trade?</li></ul>

COFCO Meat Holdings (a unit of COFCO group) is benefiting from higher-than-usual pork prices. In this insight, I analyse the driver of the pork prices (demand and supply) from a domestic perspective. I also look to answer the following questions: Are its earnings sustainable when prices of pork within China falls?  How strong are their consumer brands and margins compared to peers? What are the key differences between the company and its peers?At what valuations should the company trade?

China

COFCO Meat Holdings provides meat products. The Company specializes in feed processing, livestock breeding, slaughtering, processing, cold chain distribution, and import and export of meat products. COFCO Meat Investment serves customers worldwide.  

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Cofco Meat (1610 HK)

COFCO Meat IPO: Any Meat Left?

COFCO Meat Holdings (a unit of COFCO group) is benefiting from higher-than-usual pork prices. In this insight, I analyse the driver of the pork...

Valerie Law, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)