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UnitedHealth vs. Elevance: Which Healthcare Stock Has More Upside?
ZACKS· 2025-05-23 16:15
UnitedHealth Group Incorporated (UNH) and Elevance Health, Inc. (ELV) are two of the largest healthcare plan providers in the U.S. market. Both operate at a massive scale, with strong reputations, diversified healthcare offerings and solid financial track records. They are also among the most widely held stocks in the healthcare sector, frequently seen as defensive plays in volatile markets.The health maintenance organization space has been under pressure in recent quarters due to rising costs and reimburse ...
冠通期货资讯早间报-20250523
Guan Tong Qi Huo· 2025-05-23 01:32
Report Industry Investment Rating No relevant content provided. Core Viewpoints The report presents a comprehensive overview of the overnight market trends, important macro - economic news, and developments in various financial and commodity sectors, including futures, stocks, bonds, and foreign exchange. It also provides upcoming economic data releases and events. Summary by Directory Overnight Night - Market Trends - Domestic futures主力合约涨跌互现,烧碱、纸浆等涨超0.4%,SC原油、氧化铝等跌超1% [2] - International precious metal futures普遍收跌,COMEX黄金期货跌0.56%,COMEX白银期货跌1.39% [3] - International oil prices走弱,美油主力合约收跌1.23%,布伦特原油主力合约跌1.29% [4] - London basic metals收盘多数下跌,LME期锡、期镍、期铜均有不同程度跌幅 [5] - International agricultural product futures涨跌不一,美大豆、美玉米等有涨有跌 [6] Important Information Macro - Information - China's central bank will conduct 500 billion yuan of MLF operations on May 23, 2025 [9] - CFFEX is promoting the dual functions of financial futures [9] - SHFE will improve its product system and promote the R & D and listing of new varieties [9] - US initial jobless claims for the week ending May 17 were 227,000, a four - week low [10] - Iran vows a "devastating response" to any Israeli attack [11] - Trump's tax reform bill passed the House and is sent to the Senate, and the Senate passed a bill to end California's ban on fuel - powered vehicles [12] - Fed Governor Waller expects a rate cut in the second half of 2025 if tariffs decline [13] Energy and Chemical Futures - OPEC + is discussing a possible large - scale production increase in July [16] - China's urea production increased, and domestic soda ash inventory decreased [16] - Singapore's fuel oil, light distillate, and middle distillate inventories all rose [16] - SHFE adjusted the trading fees of natural rubber futures RU2509 contract [17] - US natural gas inventory increased, with a year - on - year decrease of 12.3% [17] - The US was not persuaded to lower the oil price cap at the G7 meeting [18] Metal Futures - Freeport Indonesia's Manyar smelter will resume production in June and reach full capacity in December [20] - CBA expects gold prices to reach $3,750 per ounce in Q4 due to rising safe - haven demand and a weakening dollar [22] - SHFE adjusted the trading fees of alumina futures AO2509 contract [22] - The global lead market had a supply shortage in March 2025 [22] Black - Series Futures - Rebar production increased, factory inventory rose, social inventory decreased, and apparent demand declined [24] - China's cumulative power generation installed capacity increased by 15.9% year - on - year as of the end of April [24] - Steel social inventory in 21 cities decreased in mid - May, with a narrowing decline [24] - Global crude steel production in April 2025 decreased by 0.3% year - on - year [25] - The average profit per ton of coke in independent coking plants varied by region [26] Agricultural Product Futures - Malaysia's palm oil production and exports are expected to increase in May [28] - Nigeria's palm oil prices may rise due to Indonesia's export tax increase [28] - Market rumors suggest the US government may grant small refinery exemptions, reducing biodiesel production and oil consumption [29] - IGC maintains the 2025/26 global soybean production forecast, with increased trade and consumption [29] - US soybean export net sales data for different periods [30] - Canada's rapeseed exports increased, and commercial inventory was reported [30] - The proportion of US soybean and corn planting areas affected by drought [30] - US cotton ON - call unpriced orders data [31] - Argentina's soybean sales accelerated in the first two weeks of May [31] Financial Market Finance - The CSRC will optimize the listing environment for technology companies and implement a more flexible IPO adjustment mechanism [33] - A - shares closed lower on Thursday, with some sectors rising and others falling [35] - Hong Kong stocks declined, but two new stocks had a strong performance in the dark - market trading [35] - CATL's H - shares will be included in MSCI indices [36] - Lenovo Group's Q4 revenue and profit increased [36] Industry - China's cumulative power generation installed capacity increased, with significant growth in solar and wind power [37] - The Cyberspace Administration of China will launch a special campaign to rectify online "black - mouth" against enterprises [37] - The world's first "Intelligent Grading of Humanoid Robots" standard was released [39] - Shanghai introduced measures to promote the high - quality development of the technology service industry [39] - A group standard for all - solid - state batteries was released [39] - TOP100 real - estate enterprises' land reserves decreased in 2024 [39] - China's narrow - sense passenger car retail sales are expected to increase in May [40] - The "JD Takeaway" platform was interviewed by the market supervision department [40] Overseas - Fed Governor Waller suggests a possible rate cut in the second half of 2025 if tariffs stabilize [41] - US manufacturing and service PMI data in May [43] - Harvard University's international student enrollment qualification was revoked [43] - US existing - home sales decreased in April, with a rising median price [43] - US initial jobless claims decreased to a four - week low [43] - Eurozone's May PMI data, with a decline in the composite PMI [44] - European Central Bank's meeting minutes and market expectations for a rate cut [44] - Japan's core machinery orders increased significantly in March [44] - Thailand's court ruled that Yingluck Shinawatra should pay compensation [46] International Stocks - US stocks closed mixed, with the S&P 500 and Nasdaq recording three - day losses [47] - European stocks closed lower due to concerns about bond yields and tax reform [47] - Berkshire Hathaway's Greg Abel met with Japanese trading company executives [48] - Kraken plans to allow non - US customers to trade stocks in token form [48] Commodity - International precious metal futures declined, affected by the US fiscal deficit, inflation, and the dollar [50] - International oil prices weakened, pressured by OPEC + production increase expectations and US inventory [50] - London basic metals mostly fell, with supply - chain changes [50] - OPEC + is discussing a production increase in July [51] - SHFE adjusted the trading fees of alumina and natural rubber futures contracts [51] Bond - China's bond market continued to fluctuate, with the central bank conducting reverse - repurchase operations [52] - A member of the Bank of Japan's council believes no intervention in the bond market is necessary [54] - US Treasury yields declined across the board [54] - European bond yields showed mixed trends [54] Foreign Exchange - The on - shore RMB against the US dollar rose, and the central parity rate was adjusted up [55] - The RMB ranked fifth in global payment currency in April [55] - Japan's foreign - exchange official stated that exchange rates should be determined by the market [55] - The US dollar index rose, and most non - US currencies fell [57] Upcoming Economic Data and Events - Economic data release schedule including UK consumer confidence, Japan's CPI, etc. [59] - Event schedule including Trump's dinner invitation, central bank operations, and corporate earnings reports [61]
ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages UnitedHealth Group Incorporated Investors to Secure Counsel Before Important Deadline in Securities Class Action Commenced by the Firm– UNH
GlobeNewswire News Room· 2025-05-23 00:14
NEW YORK, May 22, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of UnitedHealth Group Incorporated (NYSE: UNH) between December 3, 2024 and May 12, 2025, both dates inclusive (the “Class Period”), of the important July 7, 2025 lead plaintiff deadline in the securities class action commenced by the firm. SO WHAT: If you purchased UnitedHealth securities during the Class Period you may be entitled to compensation without payment of any out o ...
Will Hims & Hers Stock Be Okay After UnitedHealth's Sell-Off?
MarketBeat· 2025-05-22 17:57
When investors choose to risk their capital in an individual company, they must be aware that the stock market isn’t the one-sided machine it used to be a few decades ago. Thanks to the flow of information and availability in the digital space, today's market has become more interconnected than ever before. While that may increase the number of opportunities available to every investor, one major tradeoff must be considered. With more investment opportunities comes greater risk, which may not have been as a ...
How UnitedHealthcare became the face of America's health insurance frustrations
CNBC· 2025-05-22 13:26
In this articleUNHFlags fly at half staff outside the United Healthcare corporate headquarters in Minnetonka, Minnesota, Dec. 4, 2024.Stephen Maturen | Getty Images News | Getty ImagesIt took six months, countless hours on hold and intervention from state regulators before Sue Cover says she finally resolved an over $1,000 billing dispute with UnitedHealthcare in 2023.Cover, 46, said she was overbilled for emergency room visits for her and her son, along with a standard ultrasound. While Cover said her fami ...
UnitedHealth, CVS Health And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
Benzinga· 2025-05-22 12:17
U.S. stock futures were mixed this morning, with the Nasdaq futures gaining around 50 points on Thursday.Shares of UnitedHealth Group Incorporated UNH fell sharply during Thursday's session.Shares of health insurance stocks traded lower after CMS announced a strategy to enhance and accelerate Medicare Advantage audits.UnitedHealth has lost nearly $140 billion from its market capitalization following a series of events such as downbeat Q1 results, CEO Andrew Witty stepping down and a potential criminal inves ...
UnitedHealth: Uncertainty Creates Opportunity
Seeking Alpha· 2025-05-22 10:29
It is always good to be prepared and analyze good companies beforehand to be set with a price target and entry point when the timing arrives. However, in some cases, a company and stock get to our attention due to extraordinaryMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization ...
Why Did UnitedHealth CEO Andrew Witty Resign?
The Motley Fool· 2025-05-22 07:12
These are the reasons that led to the resignation of UnitedHealth (UNH -5.75%) CEO Andrew Witty.*Stock prices used were the afternoon prices of May 19, 2025. The video was published on May 21, 2025. ...
UnitedHealth Group Incorporated Investors: Please contact the Portnoy Law Firm to recover your losses. July 7, 2025 Deadline to file Lead Plaintiff Motion.
GlobeNewswire News Room· 2025-05-22 00:19
Core Viewpoint - UnitedHealth Group is facing a class action lawsuit due to a criminal investigation by the U.S. Department of Justice regarding potential Medicare fraud, which has led to significant changes in its leadership and financial guidance [3][4]. Group 1: Legal Actions and Investigations - A class action has been initiated for investors who purchased UnitedHealth securities between December 3, 2024, and April 16, 2025, with a deadline of July 7, 2025, for filing a lead plaintiff motion [1]. - The U.S. Department of Justice is conducting a criminal investigation into UnitedHealth Group concerning potential Medicare fraud, particularly focusing on the company's Medicare Advantage business practices [3]. - The investigation has reportedly been ongoing since at least the summer of 2024, although specific details of the alleged misconduct remain unclear [3]. Group 2: Corporate Developments - On May 13, 2025, UnitedHealth announced the withdrawal of its previously revised financial guidance issued on April 17, indicating potential financial instability [4]. - Following the announcement, CEO Andrew Witty has stepped down, with Chairman Stephen Hemsley taking over as the new CEO [4].
长债拍卖遇冷引发恐慌 美股遭遇四月以来最严重抛售
智通财经网· 2025-05-21 22:21
当天,美国财政部举行的200亿美元20年期国债拍卖结果不尽人意,需求疲弱,导致拍卖收益率远高于预期,触 发债券价格下跌、收益率飙升。市场随即做出剧烈反应,10年期美债收益率升至4.61%,逼近年内高点,而30年 期收益率更是一度站上5.02%,为去年11月以来首次。债券收益率的快速走高,使得股市估值面临压缩风险,叠 加美国债务问题再度成为舆论焦点,投资者避险情绪升温,抛售压力加剧。 智通财经APP获悉,周三,美国股市遭遇重挫,三大指数创下一个月来最差单日表现,市场情绪遭遇来自债市的 沉重打击。由于投资者对美国财政可持续性的担忧升温,长期美债遭遇猛烈抛售,30年期国债收益率重新升破 5%,加剧了对未来融资成本上行的担忧,引发市场连锁反应。 Zacks Investment Management投资组合经理Brian Mulberry指出,当前市场的核心疑问在于:美国还能实现多少经 济增长?政府的收入来源能否支撑其庞大的发债规模?他强调,这场债市震荡并非美国独有,日本和欧洲债券收 益率也同步走高,显示全球市场正面临共同的通胀与利率再定价压力。 当天,美股承压的另一个诱因是零售业绩不佳。塔吉特(TGT.US)公布的 ...