2011《財富》美國500強10大牛股
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第6名：Humana醫療健康服務公司 ????交易代碼: HUM ????年初至今股票漲幅: 56% ????市值: 138億美元 ????500強排名: 79 ????Humana醫療健康服務公司是全美第二大醫療補助管理式醫療計劃提供商，大批嬰兒潮一代進入退休年齡勢必對它極為有利。 ????Humana公司的Medicare Advantage健康保險計劃參保人數已經高達約190萬人。 ????新近退休的人群持續推高了公司的營收和利潤。Humana公司公布，今年第三季度營收增長了11%；由于參保人數超過公司預期，公司還將2012年每股收益預測上調了約56%。 ????提供管理式醫療計劃的公司股價在2008-2010年間也出現了大跌，Humana同樣未能幸免，因為當時投資者擔心醫保改革帶來的不利效應。但是醫保改革框架似乎對管理式醫療計劃行業的沖擊不如想象的那么大，2011年投資者開始加速重返這一板塊。 ????明年Humana的管理層將有所調整。首席執行官邁克?麥卡利斯特執掌公司十年后，計劃退休。 |
#6 Humana ????Ticker: HUM ????YTD stock performance: 56% ????Market cap: $13.8 billion ????Fortune 500 Rank: 79 ????As the second-largest provider of Medicare's managed care plans in the United States, Humana is well positioned to take advantage of the flood of baby boomer retirees. ????Roughly 1.9 million Americans are covered by its Medicare Advantage health insurance plans already. ????New retirees are already boosting the company's revenues and profitability. Humana reported an 11% jump in third quarter revenue and boosted its 2012 earnings-per-share outlook by roughly 56% after enrollment outpaced the company's earlier forecasts. ????Like other companies in the managed care sector, Humana's stock took a hit between 2008 and 2010 as investors feared the effects of health care reform. As the broad outlines of health care reform looked less punitive than expected for managed care companies, investors spent 2011 racing back into the sector. ????The company will be undergoing a management shift in the next year. Chief Executive Michael McCallister plans to retire after a decade of serving at the firm's helm. |
