瑞银发表研报指，百胜中国(YUMC.US) 2024财年第四季息税前利润强劲，且超出预期。该行认为，公司旗下“肯德基”近期的价格上涨、新模式的成功、竞争减少为持续的同店销售改善奠定基础，这是今年的一个关键监控指标。
瑞银提及，由于今年的外汇压力，预计百胜中国2025至2027财年总收入将减少3%至4%，较市场预期高0.9%至6.2%；餐厅成本占销售额的百分比预测全面削减0.2至0.3个百分点，亦降低一般行政费用预测。同时推动EBIT预测上升2%至2.6%；净利润预测上升1.1%至2.3%；EBIT利润率预测上升0.7个百分点；净利润率预计上升0.4至0.5个百分点。
瑞银将百胜中国美股目标价由57.45美元轻微下调至57.26美元，维持“买入”评级。(js/u)
(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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