最有價值收息股研究所 @ 22

加藤惠_

362 回覆
3 Like 1 Dislike
LAC 2025-07-24 20:45:38
Synthetic long
權金平過 marigin interest
珍奶半糖小冰 2025-07-24 20:54:29
LAC 2025-07-24 21:34:49
UNH 認有 DOJ 調查
即刻$0.45 平晒 oscr sp
轉為開 UNH $300 strike ITM sp
山本小鐵子 2025-07-24 21:50:47
因為定左件事?
珍奶半糖小冰 2025-07-24 21:53:53
UnitedHealth Group (the “Company”) proactively reached out to the Department of Justice after reviewing media reports about investigations into certain aspects of the Company’s participation in the Medicare program. The Company has now begun complying with formal criminal and civil requests from the Department. The Company has full confidence in its practices and is committed to working cooperatively with the Department throughout this process.

The Company has a long record of responsible conduct and effective compliance. Independent CMS audits confirm that the Company’s practices are among the most accurate in the industry, and, following a decade-long civil challenge by the Department to aspects of our Medicare Advantage business, a court-appointed Special Master concluded there was no evidence to support claims of wrongdoing.

To provide our stakeholders transparency and confidence in the Company’s practices, the Company, as previously announced, has proactively launched its own initiative to conduct third party reviews of policies, practices, and associated processes and performance metrics for risk assessment coding, managed care practices, and pharmacy services.

The Company is committed to maintaining the integrity of its business practices and serving as reliable stewards of American tax dollars.
珍奶半糖小冰 2025-07-24 21:56:39
has full confidence in its practices
no evidence to support claims of wrongdoing
有力回應
珍奶半糖小冰 2025-07-24 21:57:08
摩根士丹利恢復分析長和 (00001) ,該行指出,長和現時股價相當於三大未上市資產—港口、零售和電訊,全數屬於「零價值」。參考過往長和每當公布重大交易後,股價都能跑贏,大摩相信長和終將會以出售或分拆上市方式,實現港口、零售和電訊資產價值,予其目標價65元,投資評級為「增持」。
山本小鐵子 2025-07-24 22:01:34
LAC 2025-07-24 23:07:03
因為平同IV夠高
派膠王子 2025-07-24 23:23:52
跌完又升返
呢隻咁多散戶追捧都仲未爆
珍奶半糖小冰 2025-07-25 03:52:13
我睇好 paypal, 你地可以打我
- 分享自 LIHKG 討論區
https://lih.kg/mFvbpS
LAC 2025-07-25 10:40:59
咁都比你發現,不過其實佢計錯左數
無考慮到 take rate
望住春代爆 2025-07-25 10:53:53
希望誠哥電信有食糊機會
山本小鐵子 2025-07-25 11:07:01
你好似都渣左好耐
上次睇你holding都有
不過估唔到都有咁多
係加左?
LAC 2025-07-25 12:05:14
無加,其實係期權黎
synthetic long
我依家 oscr, pypl同unh都係synthetic long
山本小鐵子 2025-07-25 12:10:16
唔怪佔倉咁細
山本小鐵子 2025-07-25 12:10:45
你係得大股先渣正股?
LAC 2025-07-25 12:17:15
我佔比係用 exposure 計
呢三套期權exposure 相等於 5.3m hkd正股
即係我依家做緊大概 1.2x 槓桿
NLV 25m,但實際 exposure 係30 ~ 31m
山本小鐵子 2025-07-25 12:31:00
因為我上次見你個pie chart好似得0.幾個%定1%
史密斯高文 2025-07-25 14:02:56
誠哥石油好過啦下次White rose完工
價兩村 2025-07-25 14:14:26
唔等過埋財報 唔怕有伏?
LAC 2025-07-25 15:08:24
計好晒數,做左自己預測有咩好驚?
依家都已經呢個價,即使預測唔中都唔會好傷
到時咪再算
珍奶半糖小冰 2025-07-25 15:22:02
難得有人認真分析
LAC 2025-07-25 15:28:40
重差三個人呀,人呢
望住春代爆 2025-07-25 16:30:48
215 某程度上係「等運到」

FCF 頂得住個派息(~7%),加上佢地肯派。

睇下有冇機會 1)派特別息、2)賣盤、3)重組,呢個價錢好似冇咩幻想… 5x 億市值,36 億現金 出個好價錢收左佢好過
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