14 August 2025 | 1:10AM HKT China Consumer Staples Pork: NDR takeaways: 2H25 packaged meat in spotlight; sound outlook for other segments; Buy WH Group We hosted WH Group C-suite NDR on Aug 13th, and we went away with positives on all segments, where we see 1) better packaged meat outlook in 2H25 with stronger China and Europe, meanwhile US remains steady; 2) approaching breakeven/profitable for poultry and hog production business in China, and the US hog production positive outlook was reiterated, where ou ...