WH Group Ltd Shs Unitary 144A/Reg S

00288: XHKG (HKG)

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WH Group: Latest Tariffs Should Not Materially Hit Company; Exports to Mexico a Risk

Jacky Tsang

Mar 4, 2025

We assessed the impact of tariff announcements made by the US and China on March 4 on narrow-moat WH Group’s global hog production and packaged meat businesses. In our view, WH Group’s earnings will not be materially hit. We maintain our earnings forecasts and fair value estimate of HKD 6.90 per share. We think shares are fairly valued, though dividend yield remains attractive at 6% in 2025.

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WH Group Ltd Shs Unitary 144A/Reg S

WH Group: Latest Tariffs Should Not Materially Hit Company; Exports to Mexico a Risk

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