美股異動|百勝中國盤前續升近1% Q2業績超預期 獲多家機構看好
昨日收升1.47%的百勝中國(YUMC.US)今日美股盤前續升0.89%,報34.16美元。百勝中國近日披露Q2財報,期內收入同比增長4%至26.8億美元,核心經營利潤同比增長12%至2.75億美元,每股攤薄盈利同比增長19%。總收入,經營利潤,每股盈利均創歷年Q2新高。里昂發研報指,百勝中國今年第二季度業績有兩大主要驚喜,包括同店銷售增長下降速度慢於預期,以及營業利潤率錄得擴張。該行認為百勝中國的促銷活動應該可以增加客流量,至於旗下必勝客在門市經濟效益方面亦正在經歷結構性改善。將百勝中國2024至2026財年的正常化EBITDA上調3%至5%,維持其美股目標價於35美元及“跑贏大市”評級。國泰君安亦指,百勝中國第二季業績超出預期。集團持續簡化流程,提高營運效率,開店靈活下沉,費用管控屬超出預期,看好公司經營管理能力。考慮到公司2024至26年將以股息和回購的形式向股東回饋30億美元,預計期內的每股盈測分別為2.16美元、2.45美元及2.71美元。該行維持集團的“增持”評級。

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