金吾财讯 | 麦当劳(MCD)盘前股价上行,一度升0.77%,报289.11美元。消息面上,花旗相信公司已解决全国各地成本结构分化问题,让加盟商使用“基本”项目定价以管理盈利,亦相信重新进行全国性推广将挽回失去时间,加快相对市占增长及回复逾3%的美国可比较销售增长,并有助其未来12个月市盈率扩张及相对跑赢大市。将麦当劳的评级从中立上调至买入,目标价由311美元上调至334美元。
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