13 May 2025 | 11:35PM HKT China Consumer Staples Pork: more visible shareholder return on attractive valuation; Initiate WH at Buy, Shuanghui at Neutral WH Group is the largest pork player in the world, with a vertically integrated business model from hog production to packaged meat, and has a global presence in China (Shuanghui, 32%/39% of sales/OP in 2024), US (Smithfield, 53%/49%, covered by Leah Jordan) and Europe (15%/11%). We like WH Group's compelling shareholder returns with its dividend yield at 6% ...

Smithfield Foods (SFD) Q4 2024 Earnings Call March 25, 2025 09:00 AM ET Company Participants Julie Crandall MacMedan - Vice President of Investor RelationsShane Smith - President & CEOMark Hall - CFOPeter Galbo - Director - Equity ResearchBenjamin Theurer - Managing DirectorSteve France - President, Packaged MeatsDonovan Owens - President of Fresh PorkMegan Clapp - Executive DirectorManav Gupta - Executive Director Conference Call Participants Thomas Palmer - Vice President, Senior Equity Research AnalystLe ...