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    Hong Hang

    Research Analyst at JPMorgan Chase & Co.

    Hong Hang is an Executive Director and Senior Analyst at JPMorgan Chase & Co., specializing in equity research for the Greater China internet and technology sector. He provides coverage on prominent companies such as Tencent, Alibaba, JD.com, and Meituan, and has been recognized for his accuracy and insightful analysis, achieving a success rate above 60% on platforms like TipRanks with an average return exceeding 12% per recommendation. Hang began his research career at Macquarie Group before joining JPMorgan in 2018, where he has continued to earn industry recognition for his thorough company analysis and client engagement. He holds a CFA charter and maintains FINRA registrations, including the Series 7 and Series 63 securities licenses.

    Hong Hang's questions to WEYERHAEUSER (WY) leadership

    Hong Hang's questions to WEYERHAEUSER (WY) leadership • Q1 2025

    Question

    Hong Hang asked what market changes are needed for OSB prices to stabilize and how recent government actions to increase timber harvesting on public lands might impact the broader timber market.

    Answer

    CEO Devin Stockfish stated that OSB pricing feels relatively stable at present, with a balanced supply-demand dynamic. He expects the typical seasonal pickup in building activity to support the market. Regarding federal lands, he noted Weyerhaeuser does not harvest there and believes a significant increase in log supply is unlikely due to a lack of appropriate mill infrastructure and other logistical challenges.

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