HK Stock Market Move | DEKON AGR(02419) rose more than 6%, and the certainty of the reversal of the pig cycle has been strengthened. The company's senior management investing billions to increase holdings highlights the investment value.

DEKON AGR (02419) rose more than 6%, as of the time of this report, it has risen by 5.86%, reaching HK$41.9, with a trading volume of HK$21.29 million. On the news front, according to industry third-party data, from September 2025 to May 2026, the total hog production capacity in the industry has decreased by approximately 1.4%, with a month-on-month decrease of 0.85% in May 2026. The pace of capacity clearance in the industry has significantly accelerated. It is expected within the industry that hog prices in 2026 will likely continue to be at a low level, and there is a high probability of a cycle reversal pushing prices upwards by 2027. Based on the certain expectation of the pig cycle reversal in 2027, long-term funds are quietly starting to position themselves on the left side, aiming to seize the leading chips in the undervalued area. DEKON AGR, with its scarce core cost advantage and historically low valuation, naturally becomes the focus of market attention. At the same time, it is worth mentioning that given the high elasticity of the company's performance release in 2027 and the high certainty of valuation repair, the major shareholder has significantly increased their holdings of DEKON AGR shares. The announcement shows that the company's chairman and core shareholder, Wang Degeng, accumulated over 2.23 million shares from May 27th to June 25th, 2026, with a total amount exceeding HK$100 million. This significant increase in holdings by key executives greatly strengthens the logical loop of DEKON AGR in obtaining excess returns in the future, indicating that the current position has a very high risk-return ratio and investment value.