"Yum is not the kind of company to sit and wait for the China economy to improve on its own," he said. Yum's strategy is to expand from the tier one cities in China to the outer cities where costs are low and the competition is rare. "If Yum takes a lesson from Altria ( MO) and breaks up, I think the sum of its parts could be worth $77 a share," he said. That's up about 14%. The domestic business is strong enough to stand on its own and the international business is sizzling. "I think the bulls are right and the bears are letting a short-term Chinese speed bump scare them away from what I regard as a great story," Cramer said. "The story would be better if Yum breaks itself up into a fast-growing international company and a value-oriented domestic play. That could create instant profits for all aboard," Cramer said.