Group 1 - Yum China Holdings (YUMC) shares surged over 11% in Hong Kong, leading to a pre-market increase of 3.5% in US shares [1] - For 2025, Yum China's total revenue is projected to be $11.797 billion, representing a 4% year-on-year growth, with operating profit expected to reach $1.29 billion, a growth of 11% [1] - In Q4, Yum China's operating profit was $187 million, showing a significant year-on-year increase of 25% [1] Group 2 - UBS reported that Yum China's Q4 revenue, operating profit, and net profit grew by 9%, 24%, and 22% year-on-year, respectively, exceeding their expectations by 6.2%, 3.9%, and 7.8% [1] - Same-store sales growth was recorded at 3%, with an operating profit margin expansion of 0.8 percentage points [1] - UBS attributes the same-store sales growth to menu innovation and category expansion, believing that the company's strong supply chain capabilities and operational efficiency will continue to support healthy profit margin expansion [1] - UBS raised Yum China's US stock price target from $59 to $67.6, maintaining a "Buy" rating [1]
美股异动｜受港股大涨带动，百胜中国盘前续涨3.5%，上季业绩超预期