Citigroup has released a research report stating that WH Group's (00288) valuation remains attractive, with a projected 2026 price-to-earnings ratio of 8.8 times and a dividend yield reaching 6.8%. The bank maintains its "Buy" rating and has raised the target price from HK$8.7 to HK$9.5.
The report forecasts that WH Group will achieve low-to-mid single-digit growth in operating profit for the fourth quarter of 2025. This performance is expected to be driven by a slight decline in the China business, flat performance in the US and Mexico businesses, and high double-digit growth from the European operations.
Furthermore, the bank anticipates WH Group's operating profit for 2026 will record mid-to-high single-digit growth. This outlook is based on the China business returning to profitability driven by volume increases, the US and Mexico businesses achieving mid-to-high single-digit growth through enhanced efficiency, and the European business growing by 10% to 20% due to improvements in both volume and efficiency.
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