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...
516 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...
2.8k Views
Winter Is Coming, Bet on China Pork
We expect pork prices in China to surge > 10% YoY in parts of 2017 due to low inventory levels in China and expected low global surplus. As...
339 Views
Intermarket Analysis (1): XLY Versus XLP
In this report, we use intermarket analysis to analyze XLY (Consumer Discretionary SPDR ETF) vs. XLP (Consumer Staples Select Sect. SPDR ETF). The...
366 Views
Marketnomix Insights : United States
The US economy is expected to get a boost in 2017 through increased infrastructure spending and a lowering of corporate tax rates with the...
321 Views