Call with WH Group Management Re-Affirmed Our Views Company's Global Operations Are Undervalued
Since our February note Synergies and Global Ambitions Underappreciated, WH Group's shares have gained 18%. Our recent conference call with the...
610 Views
Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
6.4k Views
Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
2.9k Views
A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
1.2k Views
Synergies and Global Ambitions Underappreciated
WH Group is a transitioning into a global food company but the market is treating it as a commodity business given that it trades at  ~10X FY17 PE...
411 Views