bearish
Take Profit on WH Group (+33%) As Valuation Gap with Peers Narrows; Revisit After Interim Results
410 Views06 Jul 2017 14:40
Softer hog prices and world-class execution benefited WH Group so far:WH Group has gained ~33% since my note Synergies and Global Ambitions...
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Valerie Law, CFA
Asia Ex-J Consumer/ Transport analyst
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- WH Group 1Q18 Results: Overhang from Tariffs Remain but Valuation Gap with Peers Narrowed28 Apr 2018
- WH Group: China's Pork Tariffs Could Trim EBIT Margins by 1 to 1.5ppt Near Term25 Mar 2018
- WHG (288 HK): World's Largest Pork Producer Gains Momentum23 Aug 2017
- WH Group Placement: CDH Overhang (Almost) Cleared19 May 2017
- Call with WH Group Management Re-Affirmed Our Views Company's Global Operations Are Undervalued22 Apr 2017
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