$WH GROUP(00288)$ WH Group: The Quiet Porky Giant Powering Asia’s Protein Future Pork is not just another food category in East Asia. It is a cultural staple, a daily necessity, and the undisputed king of protein consumption. Decades of economic growth, changing lifestyles, and globalized food choices have failed to dethrone pork from its dominant position. Chicken and beef have grown, but they have not replaced pork. Consumption data continues to confirm that pork remains firmly in pole position across China and neighboring markets. Even exports of Asian pork products have expanded in recent years, reinforcing the global relevance of this industry. Every major industry is shaped by crises, and pork production is no exception. Past outbreak
$HANG LUNG PPT(00101)$ This year less borrowing costs, mall at westlake Guangzhou completed by 2Q2025, already over 40% occupancy committed, cash cow 2026/27.. good to start buying.
Not to overly worry...DBS didn’t suddenly break. The Q4 profit drop is mostly about NIM normalising after a peak-rate year, this was always coming. Yes, missing consensus matters, but fee income growing double digits shows the core business is still working. The bigger issue is positioning. After a ~60% rally and fresh highs, expectations were stretched, so even a “not great” quarter triggers selling. This feels more like profit-taking and earnings digestion than the start of a serious bank rotation. With dividends and capital return commitments running through 2027, downside should be cushioned. Near term, upside is capped and volatility stays. Long term, DBS remains a yield and capital-return story, unless rates fall much faster than the market expects.