金吾财讯 | 百胜中国(YUMC)盘前涨超1%,截至发稿,报44.44美元。消息面上,摩根士丹利发研报称,将百胜中国列入首选股名单(TOP PICK),基本情形(EV/EBITDA)下,基于百胜中国自2016年上市以来相对于中国消费行业平均EV/EBITDA溢价30%的水平,对2025年EBITDA估计值应用10倍目标倍数,目标价57美元。当前消费行业2025年预期EV/EBITDA为8.5倍,...
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