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Kremlin: During the phone call between Putin and Trump, the two sides discussed the Ukraine issue.July 5th - Ukrainian President Volodymyr Zelenskyy announced on social media on July 4th, local time, that he spoke with US President Donald Trump on Independence Day. Zelenskyy stated that during the call, the two presidents exchanged in-depth views on the latest situation on the front lines of the Russia-Ukraine conflict, diplomatic progress, and the realistic prospects for a ceasefire. They agreed to hold a face-to-face meeting during the NATO summit in Ankara to continue in-depth consultations on related issues.An advisor to the Ukrainian Interior Minister stated that Russia continues its terrorist attacks on Zaporizhia. The city has been hit at least five times.The Iraqi cabinet has authorized Basra Oil Company to sign a consulting service contract with KBR for the Basra-Hadisha oil pipeline project.U.S. Vice President Vance stated that Britain has "long been let down by its leadership" and hopes the countrys next prime minister will deliver the structural changes voters expect after years of political turmoil. "What Ive seen is six prime ministers in the last few years," Vance said. "The message to me is that there are serious problems in British politics, and people are desperately calling for major structural changes. I hope Andy Burnham—or if not him, then someone else—can deliver that change." He added that whoever becomes prime minister must find a way to get Britain back on track.

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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