Unlocking QAF's Value (Part 2) - Artisan Bakery in the Making?
In part 1 of the series, I have discussed the primary production (pork) segment of QAF Ltd (QAF SP). In part 2, I will provide an overview of its...
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Unlocking QAF's Value (Part 1) - Why Its Pork Business May Be Attractive to WH Group
QAF Ltd (QAF SP) is a food distribution company with presence primarily in ASEAN and Australia, with three main business segments -Â bakery,...
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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...
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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...
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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...
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