WHG (288 HK): World's Largest Pork Producer Gains Momentum
Low core profit valuation, low price-to-sales, and slow asset growthrelative to its sector Growth in China should be supported by a better product...
207 Views
QAF: Improving Bakery + Listing of Pork Business + Net Cash = 10% to 16% Upside Not Yet Baked In
QAF’s 72% drop in headline net profit for 1H17 does not look pretty, but it masks the overall potential of the underlying businesses. Also, the...
609 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
Smartkarma: ECM Coverage Weekly Update (21 May 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our...
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The Week that Was in Greater China@SmartKarma – Belt Road, Beef and Better Domestic Figures
This is the inaugural report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan...
209 Views