Primer: Henan Shuanghui Investment & Development (000895 CH) - Sep 2025
Dominant Market Leader with Vertical Integration: Henan Shuanghui is the largest pork producer in China, possessing a fully integrated value...
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The Stocks to Own in China – Vol. 38
We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, seven new join...
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The Stocks to Own in China – Vol. 37
We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Portfolio changes: Two stocks remain, eight new join the...
239 Views
StubWorld: WH Group (288 HK) IPOs Smithfield (SFD US). Now What?
For a cross border holdco, with a material, somewhat difficult to short, PRC-listed sub; in tandem with a second material sub, with an exchange...
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WH Group (288 HK) Is Stretched As Smithfield Mulls IPO Price Reduction
A US$10bn market cap for Smithfield was punchy. Reportedly, the feedback from investors think likewise. Dumbing down the bottom end of the price...
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