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

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 8 messages. To gain access to more recent message posts signup free for membership.

18	member 12/19/08 7:09PM dividend cut no impact
0.11 was pretty bad on $75 oil assumption. stock had no reaction. view available tags
17	member 12/11/08 7:33PM RE: RE: RE: buy-ins
GS still has shares, so does MS. The divi cut is approaching, and the January one will be worse. I don't think PBT gets squeezed to 19 again before it goes down another 20% from view available tags
16	member 12/10/08 9:49PM RE: RE: buy-ins
Some of Goldman's prime brokerage clients who were short the stock had shares bought in today. This supports what has been pointed out in earlier posts - that while fundamentally sound, this investment idea... login to read the rest view available tags
15	member 12/10/08 7:41PM RE: buy-ins
buy-in by the trustee? how do you know that? view available tags
14	member 12/10/08 4:09PM buy-ins
As a head's up, shares were bought in today in PBT. view available tags
13	member 12/04/08 9:50PM RE: RE: Update
bpt looks like an attractive short too view available tags
12	member 12/04/08 9:48PM RE: RE: Update
december will be bad, january will be even worse. i think $11 could prove to be too conservative. when retail holders call their broker/wealth manager who has no explanation, and then the trustee can't help... login to read the rest view available tags
11	member 12/01/08 10:40PM RE: Update
According to the 10-q filed in november, as expected oil and gas production decline is accelerating. daily oil & gas production from underlying properties was down 9%. If i retool my very conservative dcf with... login to read the rest view available tags
7	member 11/04/08 3:10PM no borrow 2
I couldn't get borrow either. view available tags
6	member 11/04/08 11:23AM no borrow-so what's the point?
at least i couldn't find any. view available tags
4	member 10/30/08 3:55PM questions
thanks for the write-up, doobadoo.is this just a classic case of people falling asleep at the wheel, or even hoping for a rebound in the price for hydrocarbons? there appears to be little coverage,... login to read the rest view available tags

load more messages

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.