On February 13, YUM CHINA (09987.HK) spent 2.4 million USD to buy back 0.0504 million shares.
Gelonghui, February 14, YUM CHINA (09987.HK) announced that on February 13, 2025, it spent 2.4 million USD to repurchase 0.0504 million shares.
YUM CHINA (09987.HK) repurchased 0.0498 million shares for 2.4 million USD on February 12.
On February 13, Gelonghui reported that YUM CHINA (09987.HK) announced that it purchased 0.0498 million shares at a cost of 2.4 million USD on February 12, 2025.
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YUM CHINA (09987.HK) spent 2.4 million USD to buy back 0.0502 million shares on February 11.
Gelonghui, February 12丨YUM CHINA (09987.HK) announced that on February 11, 2025, it spent 2.4 million USD to repurchase 0.0502 million shares.
YUM CHINA (09987.HK) spent 2.4 million dollars on February 10 to repurchase 0.0498 million shares.
Gelonghui, February 11, YUM CHINA (09987.HK) announced that it spent 2.4 million dollars to repurchase 49,800 shares on February 10, 2025.
[Brokerage Focus] Guo Zheng International maintains a "Buy" rating for YUM CHINA (09987), pointing out that it has brand influence and competitive advantages in the fast food sector.
Jinwu Finance | Guozheng International Research points out that YUM CHINA (09987) achieved total revenue of 2.6 billion USD in the fourth quarter, a year-on-year increase of 4%, with system sales also growing 4% year-on-year. Core operating profit increased by 36% year-on-year, while net income grew by 18% to 0.115 billion USD, exceeding market expectations. The annual revenue reached 11.3 billion, an increase of 3% year-on-year, with net income of 0.98 billion, an 8.8% increase year-on-year. The report indicates that the company's management expenses for the fourth quarter were 0.156 billion USD, with an expense ratio of 6%, a decrease of 0.1 percentage points year-on-year, mainly due to improved efficiency and reduced bonuses. There is still potential for a decrease in the management expense ratio in the future.
[Brokerage Focus]浦银 International maintains YUM CHINA (09987) 'Buy' rating, stating that same-store sales are the core factors affecting the company's performance and stock price this year.
Jinwu Financial News | According to Pu Yin International Research, YUM CHINA (09987) aims to open a net of 1,600-1,800 new stores by 2025 (basically similar to the 1,750 net openings in 2024), however, the average store size of newly opened stores will decrease. Combined with a higher store base, this means that the contribution of newly opened stores to systematic revenue growth may decrease in 2025. Considering the management's target of maintaining mid-single-digit growth in systematic revenue for 2025 (5% systematic revenue growth in 2024), this implies that the management's same-store budget for 2025 may fare better than 20.
Citigroup: Maintains YUM CHINA "Buy" rating, raises Target Price to 468.3 HKD.
Citibank released a research report stating that it maintains a "Buy" rating for YUM CHINA (09987) (YUMC.US), slightly raising the Target Price in the US stock market from $58.8 to $60.1, and adjusting the Target Price in the Hong Kong stock market from HKD 458.6 to HKD 468.3. The report mentions that the model for YUM CHINA has been updated to reflect its performance in the fourth quarter of 2024 and the latest guidance from management for 2025, indicating single-digit system sales growth, with core operating profit margins flattening or slightly improving year-on-year. The bank has moderately raised its forecast for net profit in 2025 by 5%, but has lowered its forecast for net profit in 2026 by 1%.
Fund Update: WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Opened a $243.9M Position in $YUMC Stock
[Brokerage Focus] Northeast Securities maintains a 'Buy' rating on YUM CHINA (09987), stating that the company's guidance for store openings in 2025 is highly likely to be fulfilled.
Golden Finance News | Northeast Securities Research pointed out that YUM CHINA (09987) released its Q4 2024 performance announcement, achieving total revenue of 2.6 billion USD in Q4, +4% after excluding Exchange Rates effects (vs market expectation of 2.63 billion USD). Adjusted operating profit was 0.15 billion USD, +28% after excluding Exchange Rates effects, and adjusted Net income was 0.115 billion USD, +10% after excluding Exchange Rates effects (vs market expectation of 0.117 billion USD), with an adjusted net margin of 4.4%, +0.3 pct. The firm stated that the company opened a net of 534 new stores in Q4, including 365 for KFC, 118 for Pizza Hut, and 5 for Other brands.
【Brokerage Focus】Guosen maintains an "outperform" rating on YUM CHINA (09987), pointing out that the improvement trend of same-store sales driven by a series of innovative measures is expected to continue.
Jingwu Financial News | Guosen reported that YUM CHINA (09987) has projected revenue of 2.595 billion USD in Q4 2024, an increase of 4.1%; operating profit is expected to be 0.151 billion USD, up 37.3%, and core operating profit is expected to be 0.15 billion USD, up 35%; adjusted net income is anticipated to be 0.115 billion USD, an increase of 11.7%. The growth rate of net income is slower than that of operating profit, mainly due to the decrease in interest income. The report indicates that in Q4 2024, the company will have a net increase of 534 stores, with KFC and Pizza Hut seeing net increases of 365 and 118 stores respectively. The net increase in stores for 2024 is projected at 1,751, exceeding the net increase guidance.
GF SEC: Assigning YUM CHINA (09987) a "Buy" rating with a fair value of 454.81 HKD.
GF SEC expects YUM CHINA's adjusted Net income for 2025, 2026, and 2027 to be 0.98, 1.06, and 1.16 billion USD respectively.
【Special Contributor】Deng Shengxing: The USA will announce Steel and Aluminum tariffs on Monday, pay attention to related Concept stocks.
Golden Wealth News | The Hang Seng Index closed at 21,133 on Friday (7th), up 241 points or 1.2%. The total market turnover was 246.3 billion yuan. The National Index rose 1.2%, closing at 7,784; the Tech Index bounced up 1.8%, closing at 5,150. Auto stocks performed exceptionally well today. Xiaomi (01810) had its Target Price raised by Macquarie and HSBC, reaching a new high during the session, up 4.7% for the day; BYD (01211) rose 4.5%; solar energy stocks also surged. XINTE ENERGY (01799) jumped 6.4%; GCL TECH (03800) skyrocketed by 11.1%; the Dow Jones Industrial Average closed at 44,303 points on Friday (7th).
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