12/17/2024, 06:33 AM UTC
CVS健康:保险业务挑战持续CVS Health: Insurance Business Challenges Continue
1. 对CVS健康的‘卖出’评级表现良好,股价总股东回报率下跌超过20%。2. 由于保险政策条款不利,医疗福利业务面临利润率收缩和更高的损失率。3. 收益预期下调抵消了CVS相对于同行的低估值。4. 与标准普尔500相比,CVS的长期技术图表上熊市占据主导地位。5. 如果CVS Caremark分拆,可能会释放价值,但也可能导致更多领导层流失。1. The 'Sell' rating on CVS Health has performed well, with the stock down over 20% in total shareholder return. 2. The healthcare benefits business faces margin contraction and higher loss ratios due to unfavorable policy terms. 3. Earnings expectation downgrades counteract CVS' low valuation compared to peers. 4. Bears dominate the long-term technical charts for CVS versus the S&P 500. 5. A potential breakup of CVS Caremark could unlock value but may also lead to more leadership attrition.---
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