Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Hong Kong
/
Food, Beverage & Tobacco
Create a narrative
WH Group Community
SEHK:288 Community
3
Narratives
written by author
0
Comments
on narratives written by author
7
Fair Values set
on narratives written by author
Create a narrative
Community Investing Ideas
WH Group
Popular
Undervalued
Overvalued
WH Group
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Rising Global Protein Demand And Vertical Integration Will Reshape Markets
Key Takeaways Aggressive restructuring, automation, and channel expansion position WH Group for strong revenue growth, operating leverage, and improved margins versus expectations. Leadership in product innovation, supply chain traceability, and Asian market expansion enables WH Group to strengthen market share and pricing power amid industry shifts.
View narrative
HK$12.35
FV
34.1% undervalued
intrinsic discount
4.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
1 day ago
author updated this narrative
WH Group
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Rising Regulations And Market Shifts Will Undermine Long-Run Prospects
Key Takeaways Growing consumer shift to alternative proteins and stricter health regulations threaten demand, revenue growth, and profitability of WH Group's traditional meat products. Heavy reliance on US and China, volatile input costs, and rising global compliance demands expose margins to persistent risk and uncertainty.
View narrative
HK$6.90
FV
18.0% overvalued
intrinsic discount
-0.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 10 hours ago
author updated this narrative
WH Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Cost Efficiency And New Products Will Revitalize Meat Segments
Key Takeaways WH Group's focus on cost efficiency, optimized product mix, and value products aims to regain market share and stimulate revenue growth despite weak demand. Strategies in digitalization, restructuring sales, and reducing commodity volatility are expected to enhance margins, stabilize earnings, and boost profitability.
View narrative
HK$8.63
FV
5.7% undervalued
intrinsic discount
2.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
12 days ago
author updated this narrative
Your Valuation for
288
288
WH Group
Your Fair Value
HK$
Current Price
HK$8.14
29.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
28b
2015
2018
2021
2024
2025
2027
2030
Revenue US$27.9b
Earnings US$1.7b
Advanced
Set Fair Value