bullish
Yum China (YUMC.US/9987.HK): Zero-COVID Policy Weighted on Earnings
271 Views10 Feb 2022 05:48
Yum China reported disappointing 4Q21 earnings due to resurging of COVID cases in China. But we think risk/reward is more compelling as Yum China has resilient business to navigate through pandemic.
Roger has highlighted this Insight as a Top Pick
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 2-minute read)
Discussions
(Paid Plans Only)
Roger Xie
China and US Equity Analyst
- A Review of COVID-19 Cases & The Easing of Travel Restrictions in Major Asian Countries17 Mar 2022
- Korea Drops Quarantine Requirements Vs. Yoon Suk-Yeol's Hard Line Stance on North Korea15 Mar 2022
- China Pivots from Zero-COVID Policy & End of China's Ban on Korean Culture?05 Mar 2022
- Yum China (YUMC.US/9987.HK): Zero-COVID Policy Weighted on Earnings10 Feb 2022
- Yum China (YUMC.US/9987.HK): Resilient Business Model in the Face of Rising COVID Cases24 Dec 2021
- Yum China (YUMC and 9987.HK): Short-Term Pressure Due to Resurge of COVID Cases in China16 Sep 2021
x