WH Group: Back to Buy Levels, Trade Fears Overplayed
Since my bearish note two months ago, the share price of WH Group fell over 25% on the back of US-China trade tensions. However, trade fears are...
281 Views
WH Group 1Q18 Results: Overhang from Tariffs Remain but Valuation Gap with Peers Narrowed
WH Group's share price fell more than 8% after releasing its 1Q18 results because EBIT fell 9.3% YoY despite revenue growth of 5.7%YoY. Its China...
313 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...
383 Views
China’s Response to Trump - US Soybean Tariff?
Bejing to Avoid Soybean Food Fight: Our view is that Beijing will try to avoid counter-tariffs on US soybean imports, as was rumored in an...
343 Views
WHG (288 HK): World's Largest Pork Producer Gains Momentum
Low core profit valuation, low price-to-sales, and slow asset growthrelative to its sector Growth in China should be supported by a better product...
375 Views