摩根大通发表研究报告指，百胜中国(YUMC.US) 第四季的销售及每股盈利分别按年升4%及30%，符合市场预期。至于今年，公司目标人流在首季增长(意味连续九季增长)；全年净开店1,600至1,800家；肯德基利润率稳定；必胜客利润率进一步改善；经营利润率在两个餐厅及集团层面会因为节省成本而持平或较高；资本支出为7亿美元(下同)至8亿元，以及今明两年共回购股份30亿元。
该行认为，长期而言，公司的专注在加盟店的策略将会为未来数年销售增长、改善股东权益报酬率以及可持续的股东回报的动力。该行料公司2025年至2027年的经调整每股盈利分别为2.6元、2.97元以及3.39元。将美股目标价由59元升至63元，评级“增持”，并指百胜中国仍为其中国消费者领域首选之一。(vc/da)(美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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