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On January 15th, Fute Technology announced that it expects its net profit for 2025 to be between 210 million and 250 million yuan, representing a year-on-year increase of 121.98% to 164.26%. In 2025, the global new energy vehicle market will continue its rapid growth. The sustained increase in domestic and international sales of new energy vehicles provides a solid external foundation for the companys operating performance growth.Baofeng Energy: It is expected that the net profit attributable to shareholders of the listed company will be RMB 11 billion to RMB 12 billion in 2025, representing a year-on-year increase of 73.57% to 89.34%. During the reporting period, the companys Inner Mongolia olefin project was put into production, and the production and sales volume of olefin products increased significantly year-on-year.The Peoples Bank of China has increased the re-lending quota for technological innovation and technological upgrading by 400 billion yuan to support the optimized implementation of policies for new economic and social development.The final reading of Frances December CPI will be released in ten minutes.On January 15, Zou Lan, Vice Governor of the Peoples Bank of China, stated at a press conference held by the State Council Information Office that the relending and rediscount quotas for supporting agriculture and small businesses will be combined, increasing the relending quota for supporting agriculture and small businesses by 500 billion yuan. A separate relending quota of 1 trillion yuan will be set aside for private enterprises within the total quota, focusing on supporting small and medium-sized private enterprises.

Goldman Sachs Has Improved Humana's Competitive Standing

Aria Thomas

Dec 14, 2022 10:41

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Goldman Sachs analysts upgraded shares of Humana (NYSE:HUM) to Buy with a $652 price target in a research note published on Tuesday.


The company's improved "competitive positioning in MA and underappreciated HC Services opportunity should outweigh the potential RADV impact," which Goldman Sachs estimates to range between $2.6 and $5.8 billion (NPV) before offsetting factors.


Analysts stated, "We see a strengthening earnings outlook as a result of improved competitive positioning in Massachusetts, which has reaccelerated member growth for 2023 and could lead to multiple years of share gains in 2024 when many competitors will face Stars headwinds." "We also see an attractive and undervalued opportunity in the health care services sector, with primary care earnings having the potential to outperform its September guidance,"


While analysts assert that the company is aware of the significant risk posed by the forthcoming RADV ruling, their EPS estimates for 2024-2025 are 4% higher than the industry average.


This reflects "3% higher member growth and a primary care EBITDA opportunity of $205mn-$395mn for 2025," which is "above the company's $100-$200mn outlook in its mid-term guidance, with more of this EBITDA hitting the P&L as WCAS centers come onto the balance sheet."


"Despite the stock's outperformance in 2022 (+18% YTD vs. MCO group +13%), the stock trades in line with its historical median despite higher forward EPS CAGR of 15% vs. its 3-year history of 12%," concluded the analysts.

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