百胜中国:2030年门店或达3万间,目标价上调至59美元

和讯网
20 Jun

【6月20日瑞银上调百胜中国美股目标价并重申“买入”评级】瑞银推算数据显示,预计2030年百胜中国门店数目可达3万间,特许经营门店比例较2024年增长一倍至约30%。 该行认为市场低估集团转特许经营模式的资金效益,预计资本开支比率从2024 - 2026年的6%降至2030年的4%,2026年起产生超10亿美元现金流,2019 - 2024年为6.83亿美元,还能保障股东回报。 预计2025 - ...

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