Citi issued a research report stating that WH GROUP's (00288) operating profit in the fourth quarter of last year increased by 13% year-on-year, exceeding the bank's expectations. Net profit growth of 9% also surpassed forecasts, primarily benefiting from favorable commodity prices and improved operational efficiency in its U.S. pork business. Management aims to maintain the profitability of its U.S. hog farming operations by 2026 through further efficiency gains, despite potential cost increases. The bank largely maintained its earnings forecasts but raised the target price from HK$9.5 to HK$10.9, based on a sum-of-the-parts valuation method. The holding company discount was reduced from 30% to 20% to reflect improved shareholder returns. A "Buy" rating was maintained.
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