智通财经APP获悉，招商证券发布研究报告称，维持百胜中国(09987)“买入”评级，H股目标价由461港元调升至474港元，并继续将集团列为在中国唯一推荐的餐饮业股。
百胜中国去年业绩符预期，上季同店销售增长及利润率优于预期;另其店铺扩张速度略快于预期，集团去年末季开设492间店铺，正迈向2026年达到超过2万店铺的目标。
报告中称，百胜中国指强劲的农历新年表现未能持续，而且其后的消费情绪相对疲弱。招商证券对肯德基在大众市场的竞争力及整体经营利润率保持信心。
该行表示，集团的股东回报方面，百胜中国除拟于今明两年向股东回馈30亿美元，季度公司每股现金股息增加50%亦将是吸引投资者的亮点。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.