《大行報告》里昂下調百勝中國(YUMC.US)目標價至71.5美元 評級「跑贏大市」
里昂發表報告指,由於報復式消費放緩,百勝中國(YUMC.US)次季表現比首季更受關注。次季系統銷售額按年增長32%,應會為投資者帶來信心。
里昂預計,明年後,開店將成為百勝中國最重要的收入驅動力,而同店銷售增長將見頂,但對後者並不太擔心,認為是實現更快增長的必要犧牲。由於勞動力成本壓力,該行將其美股目標價由72.5美元下調至71.5美元。維持「跑贏大市」評級。
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