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《大行報告》中金升百勝中國(YUMC.US)目標價至68美元 評級「跑贏行業」
中金發表研究報告指,考慮到去年第四季的疫情及成本上升壓力,料百勝中國(YUMC.US)(09987.HK)上季經調整淨利按年下降25%至3.9億美元。自防疫政策放寬以來,部分省市年初餐飲消費初現回暖,看好其後續復甦及業績兌現。 另外,考慮到公司以美元為財報貨幣,該行預計美元兌人民幣升值將對公司報表收入和利潤呈現的絕對值有一定負面影響。 該行補充,分別下調集團2022及23年經調整淨利9%和8%,至3.9億及8.4億美元,以反映疫情影響。該行維持其「跑贏行業」評級,上調目標價21%至68美元。
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