HALISTER: MORE: Humana Boosts 2016 Forecast, Prelim. 3Q Adj. EPS Beats

MORE: Humana Boosts 2016 Forecast, Prelim. 3Q Adj. EPS Beats

(Bloomberg) -- Humana now sees yr adj. EPS ~$9.50, saw at least $9.25 on Aug. 3, est. $9.30 (range $9.25-$9.50).
  • Prelim. 3Q adj. EPS ~$3.15, est. $2.88 (range $2.79-$2.98)
  • Says forecast raised mostly due to better-than-expected performance in Medicare Advantage business (group and individual) and Healthcare Services segment, also in-line performance in individual commercial business
  • HUM sees CMS audit having negative effect on 2018 star bonus revenue; HUM believes its star ratings for 2018 bonus year don’t accurately reflect performance, plans to file for reconsideration of certain ratings
  • HUM to report results pre-market Nov. 4
  • HUM up as much as 1.4%
  • NOTE: Aug. 19, Aetna Disputes U.S. Claims That Humana Merger Is Anticompetitive
Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
HUM US (Humana Inc)
AET US (Aetna Inc)

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UUID: 7947283

HALISTER: Humana Raises 2016 Adj. EPS View to ~$9.50

Humana Raises 2016 Adj. EPS View to ~$9.50

(Bloomberg) -- Humana says year view about 25c above prior view; cites better than expected Medicare Advantage business, Healthcare Services segment.
  • HUM halted for new
  • AET shares rebound from session low when HUM halted
Statement: Link
Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
HUM US (Humana Inc)
AET US (Aetna Inc)
CI US (Cigna Corp)

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UUID: 7947283

HALISTER1: GBP Weakness to Resume as ‘Soft Brexit’ Hopes Are Dashed: Nomura

GBP Weakness to Resume as ‘Soft Brexit’ Hopes Are Dashed: Nomura

(Bloomberg) -- Expect GBP to resume weakness vs dollar as PM May accepting a parliament vote on Brexit plans is unlikely to result in a detailed plan being revealed or a change in the government’s stance, Nomura analyst Jordan Rochester writes in client note.
  • While the U.K. may switch to a softer negotiation stance at some point, it depends on how the government weighs the political and economic costs
    • The U.K. is neither in recession nor showing any signs yet of one to come, so the government is on a firmer economic footing, potentially reducing the weighting to the economic cost matrix of Brexit negotiations and the political one
    • While an intensification of the financial-market stress could hit U.K. hard data, it is too early to expect such a shift in the near term
  • NOTE: Expect pound to fall to 1.20 or possibly further vs the dollar, and to breach 0.92 vs euro, Nomura says; other analysts also remain bearish
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Jordan Rochester (Nomura Holdings Inc)

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UUID: 7947283

HALISTER1: FONDO DE TITULIZACION RMBS PRADO III - DBRS Presale Report

FONDO DE TITULIZACION RMBS PRADO III - DBRS Presale Report

Alert: HALISTER1
Source: DBR (Dominion Bond Rating Service)

People
Keith Gorman (DBRS Inc)
Simon Murphy (Battersea Power Station Development Co Ltd)

Topics
Fixed Income Research
Reports
Credit Analysis Research
Credit Research
Investment Research

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UUID: 7947283