9 July 2025 | 10:43PM HKT China Consumer Staples Pork: 2Q25 preview: Stronger US hog production; China on track to grow; Buy WH Group For WH Group, we expect better cyclical recovery in its US hog production business, where our US team uplifted Smithfield (WH Group's US business, covered by Leah Jordan) full year profits forecasts beyond the company's higher-end of guidance (-$50mn to +$50mn). We expect China operations (also Shuanghui) to show a return to a growth trajectory from -14% yoy OP decline in 1Q2 ...

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 ...

WH Group (00288) H2 2024 Earnings Call March 25, 2025 12:30 AM ET Moderator Dear analysts and investors, dear friends, good evening. Welcome to the 2024 results announcement by WH Group. Today, we have with us from the management our Group Chairman and Executive Director, Mr. Wang Long Executive Director, CEO, Mr. Guo Li Jun, Vice president for WHO Group, chairman of Shanhui, mister Wang Huangwei. Executive director and president of Shanhui, mister Marsh Xiang Jie. CFO, madam Chung Jin Yan, executive VP and ...