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...
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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...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
677 Views
Godrej Agrovet IPO - Has A Lot of Potential but Not a Lot of Upside at These Valuations
Godrej Agrovet plans to raise up to US$175m through a mix of primary and secondary issuance in its IPO. The company is already on its way to being...
282 Views
Take Profit on WH Group (+33%) As Valuation Gap with Peers Narrows; Revisit After Interim Results
Softer hog prices and world-class execution benefited WH Group so far:WH Group has gained ~33% since my note Synergies and Global Ambitions...
399 Views