YUM CHINA HOLDINGS INC YUMC

July 31, 2024 - 5:59pm EST by

member

						2024	2025
Price:		30.24		EPS		2.17	2.45
Shares Out. (in M):		390		P/E		13.9	12.3
Market Cap (in $M):		11,794		P/FCF		14.7	13.9
Net Debt (in $M):		-3,137		EBIT		1,133	1,279
TEV (in $M):		8,657		TEV/EBIT		7.6	6.8

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17	member 2/21/14 11:00AM update
hi PGTenny, would you be willing to share an update with us now on the thesis. thanks very much. any specific thoughts related to SAH and GPI would be appreciated. view available tags
16	member 11/19/13 1:18PM RE: Operating leverage in P&S 15
Hey Skimmer – that’s an interesting analysis – please do respond on this, I don’t have your data set and would be interested if this is the case…. I THINK what’s throwing off your correlation –... login to read the rest view available tags
14	member 11/07/13 3:10PM RE: RE: MS' piece - debunking the thesis 11
Hey guys – thanks for Qs and sorry for slow response. Here are my thoughts: Bdad – read across for PBY/AZO/ORLY. Think those aftermarket guys would be hurt by the trend of newer fleet growing, older... login to read the rest view available tags
12	member 10/23/13 2:12PM sah 11
hi PGTenny, excellent write up and follow up. do you have thoughts on SAH's new initiatives that they announced this week? given all the moving parts they must believe the returns on this are compelling and they view available tags
5	member 8/30/13 9:40AM CFPB
First off, good write up. Rarely do I feel people actually do the math/work on what the CFPB effect could be. I looked at shorting them off it, but passed as it's more like a... login to read the rest view available tags
1	member 7/31/13 8:55PM Nice job
Excellent writeup, thank you. one question at this point. In AN's July conf call management said 30% of their service business is 6-10 year old cars, then they backed off that a bit and said that... login to read the rest view available tags

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