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10月16日 - ** 医院运营商环球医疗服务 股价上涨5.3%至237.30美元
** 券商TD Cowen将UHS的评级从 "持有 "上调至 "买入",并将目标价从220美元上调至283美元。
** 我们认为投资者普遍没有意识到德克萨斯州、佛罗里达州和加利福尼亚州即将出台的州定向支付$(SDP.UK)$ 增强措施"--道明高华(TD Cowen
** 券商认为田纳西州、哥伦比亚特区和德克萨斯州的州定向支付计划将在 2024 年底前完成。预计佛罗里达州和加利福尼亚州将在 2025 年年底前完成 SDP 强化工作。
** TD Cowen 认为,如果所有州都增加 SDP 计划,华尔街估计 UHS 的 EBITDA 在未来 3-12 个月内将增长 15%-20%,长期增长 30%-40%。
** SDP 是各州增加医疗保险覆盖面和支持医疗保健的工具
** 今年以来,股票上涨了 55.6
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