((自动化翻译由路透提供,请见免责声明 ))
10月10日 - ** 医疗保健集团CVS Health 股价盘前上涨1.6%至67.01美元
** 券商巴克莱将CVS的评级从 "等权重 "上调至 "增持",并将目标价从63美元上调至82美元
** 巴克莱认为,CVS 的医疗保险业务利润率将提高 1%-2%,而其成本节约计划将达到 20 亿美元,因此,CVS 的利润率将有很大的回升空间。
** CVS 的竞争对手 Humana 最近下调了其计划的质量评级 (link),这将有利于 CVS 在福利和会员增长方面的竞争,也有利于 CVS 向投资者推销其产品。
** CVS 的多元化运营模式(是),使该公司能够从零售药店领域财务耐用性较差的同行那里抢占份额"--经纪公司。
** 巴克莱估计,自 2020 年第一季度以来,CVS 每季度的市场份额增长了 0.05%-0.10%。
** 认为这一趋势有可能加速,因为它认为竞争对手药店运营商沃尔格林 将在未来一年内关闭 "相当数量 "的 1000 多家门店。
** 截至上次收盘,股价累计下跌 16.5
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.