2011《财富》美国500强10大牛股
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第6名：Humana医疗健康服务公司 交易代码: HUM 年初至今股票涨幅: 56% 市值: 138亿美元 500强排名: 79 Humana医疗健康服务公司是全美第二大医疗补助管理式医疗计划提供商，大批婴儿潮一代进入退休年龄势必对它极为有利。 Humana公司的Medicare Advantage健康保险计划参保人数已经高达约190万人。 新近退休的人群持续推高了公司的营收和利润。Humana公司公布，今年第三季度营收增长了11%；由于参保人数超过公司预期，公司还将2012年每股收益预测上调了约56%。 提供管理式医疗计划的公司股价在2008-2010年间也出现了大跌，Humana同样未能幸免，因为当时投资者担心医保改革带来的不利效应。但是医保改革框架似乎对管理式医疗计划行业的冲击不如想象的那么大，2011年投资者开始加速重返这一板块。 明年Humana的管理层将有所调整。首席执行官迈克•麦卡利斯特执掌公司十年后，计划退休。 |
#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. |
