Transaction log
Aug 12, 2024 - Bought 50 @ $33.52 (0.94% wtg, coffee can)
Yum China
Location: Shanghai, China
Fair value estimate history
Mar-25 - $44 (6.0% MFCF yield)
Jun-25 - $45
Sep-25 - $48
Dec-25 - $51
Mar-26 - $53
Jun-26 - $55
Profile
Symbol: YUMC
Industry: Restaurants
Sector: Consumer discretionary
Theme: Emerging markets consumer
5-Year gross profit growth: +5.1%/year
5-Year shareholder growth: +10.8%/year
Estimated fair value: $55
Valuation assumption: 6.0% MFCF yield
Operating income/gross profit: 65.9%
Insider ownership: 0.44%
Investors: John Zolidis (Quo Vadis Capital)
History