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大行評級|花旗:預期麥當勞業績公佈後股價短期內持續受壓 目標價為280美元

花旗發表研究報吿指,麥當勞第二季美國市場業務表現雖弱,仍略勝預期,但在法國地區所拖累下,國際營運市場(IOM)表現疲弱,大幅落後於該行及市場預期,跌幅達1.1%,對比花旗及市場普遍預期增長1.5%及2.1%,經調整EBIT亦遜預期。花旗預計,管理層將在業績電話會議中就全球消費市道作出審慎評論,除價值策略外,亦估計公司會透露更多有關AI應用、平台流量軌跡、未來會否再推促銷活動、低收入人羣消費行為轉變及用户對品項的需求變化等細節。

麥當勞年初至今股價表現跑輸大市,該行預期業績公佈後其股價短期內持續受壓,予“中性”評級,目標價280美元。

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