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
Profile
Industry: Restaurants
Sector: Consumer discretionary
Theme: Emerging markets consumer
5-Year shareholder growth: +11.9%/year
Estimated fair value: $45
Valuation assumption: 6.0% MFCF yield
Insider ownership: 0.40%
Investors: John Zolidis (Quo Vadis Capital)
History
