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Wens Foodstuff Group Co., Ltd. (300498 CH)
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75
Analysis
Consumer Staples
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China
Wens Foodstuff Group Co., Ltd. produces meat products. The Company produces, processes, and sells chicken, duck, pork, and other related products. Guangdong Wens Foodstuffs Group also manufactures and markets cooked meat and frozen meat.
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bullish
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Thematic (Sector/Industry)
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16 Feb 2017 08:34
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...
Valerie Law, CFA
1.1k Views
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bullish
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WH Group
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09 Feb 2017 10:15
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...
Valerie Law, CFA
329 Views
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bearish
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Thematic (Sector/Industry)
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01 Feb 2017 12:35
Bad Debt Litigation in China's Export Base
A senior judge of China's Zhejiang Province Higher People's Court gave a status report on civil and commercial litigation in his province,...
Susan Finder
268 Views
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bullish
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Thematic (Sector/Industry)
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24 Jan 2017 06:38
Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017
GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased...
David Riedel
245 Views
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bullish
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Wens Foodstuff Group Co., Ltd.
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08 Jan 2017 14:03
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...
Valerie Law, CFA
342 Views
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