Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
585 Views
Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
532 Views
WH Group - Bring Home the Bacon; Initiating Coverage With a Fair Value Estimate of HKD 8.10
We initiate coverage of WH Group Ltd (288 HK), the world’s largest hog producer and meat processor, with a fair value estimate of HKD 8.10 and a...
438 Views
WH Group: Back to Buy Levels, Trade Fears Overplayed
Since my bearish note two months ago, the share price of WH Group fell over 25% on the back of US-China trade tensions. However, trade fears are...
211 Views
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...
177 Views