Citi analyst predicts a potential bidding war for the takeover offer, valuing the company at 11-14x 2025 EBITDA, equivalent to a stock price of $15-$20 a share. He also anticipates R1 to finalize a transaction due to low public market trading levels.
Gainers: •$Vertical Aerospace(EVTL.US)$+46.2% (FLYINGGROUP, one of Europe’s leading business jet operators, has conditionally pre-ordered up to 50 VX4 aircraft) •$Pinterest(PINS.US)$+15% (activist Elliott Mgmt has built a 9+% stake, according to WSJ) •$花旗集團(C.US)$+4.6% (Citigroup Q2 EPS $2.19 Beats $1.69 Estimate, Sales $19.60B Beat $18.12B Estimate) •$紅羅賓(RRGB.US)$+3.2% (names new CEO) •$NexGen Energy(NXE.US)$+2...
Gainers: •$Kezar Life Sciences(KZR.US)$+92% (announces positive top line results from the MISSION Phase 2 trial) •$Sutro Biopharma(STRO.US)$+24.5% (Sutro Biopharma and Astellas to collaborate to advance novel immunostimulatory antibody-drug conjugates) •$Ceragon(CRNT.US)$+17.7% (AVNW to acquire all shares of CRNT that it does not already own for $2.80/sh) •$攜程網(TCOM.US)$+15.6% (In reaction to earnings/guidance) •$Apyx Medical(APYX.US)$+8% (anno...
$R1 RCM(RCM.US)$ R1 leads technological innovation among outsourcing revenue cycle management providers. In RCM automation, I think it's at least a year ahead of its peers. Automation itself is not unique to R1, but when applied to R1's unique end-to-end and integrated platform, I believe it will continue to strengthen the company's competitive advantage and help create more value for existing customers over a longer period of time.
$R1 RCM(RCM.US)$R1 has been operating in the RCM space for more than a decade, so it has accumulated a lot of data. The company has identified more than 100 nodes throughout its revenue cycle -- many of which can be addressed through an integrated technology platform, regardless of the health care delivery model (fee-for-service, value-based care, or a combination of them). Basically, there are two main reasons for RCM's inefficiency :(1) too many single point solutions that are not integrated effectively; (2) Organizational island effect leads to duplication of work and poor execution. In addition, the low-skill nature of many tasks also leads to high staff turnover, making it difficult to improve operations across the board. R1's fully outsourced integration platform addresses both of these issues and can be accelerated and enhanced by leveraging artificial intelligence and automation.
$R1 RCM(RCM.US)$ R1 RCM is one of the things I see as long-term investment value as I see strengthening macro trends driving an increase in the number of RCM outsourcing decisions over the next few years and R1 is poised to win more and more decisions with the help of these decisions. R1 has been making technology investments and digital transformations that differentiate it from its peers.
R1 RCM股票討論區
2023上半年營收增長42.3%,營業利潤達到1.2億,但是扣除利息費用和重組併購費用後,稅前利潤爲虧損狀態,靠所得稅返還才產生了60萬的淨利。
目前總市值52.4億,缺乏足夠的利潤數據支持。
$富途控股(FUTU.US)$ $萬事達(MA.US)$ $Visa(V.US)$ $Palantir(PLTR.US)$ $阿里巴巴(BABA.US)$ $Medical Properties Trust(MPW.US)$ $Realty Income(O.US)$ $永利度假村(WYNN.US)$ $Coinbase(COIN.US)$
• $Vertical Aerospace(EVTL.US)$ +46.2% (FLYINGGROUP, one of Europe’s leading business jet operators, has conditionally pre-ordered up to 50 VX4 aircraft)
• $Pinterest(PINS.US)$ +15% (activist Elliott Mgmt has built a 9+% stake, according to WSJ)
• $花旗集團(C.US)$ +4.6% (Citigroup Q2 EPS $2.19 Beats $1.69 Estimate, Sales $19.60B Beat $18.12B Estimate)
• $紅羅賓(RRGB.US)$ +3.2% (names new CEO)
• $NexGen Energy(NXE.US)$ +2...
• $Kezar Life Sciences(KZR.US)$ +92% (announces positive top line results from the MISSION Phase 2 trial)
• $Sutro Biopharma(STRO.US)$ +24.5% (Sutro Biopharma and Astellas to collaborate to advance novel immunostimulatory antibody-drug conjugates)
• $Ceragon(CRNT.US)$ +17.7% (AVNW to acquire all shares of CRNT that it does not already own for $2.80/sh)
• $攜程網(TCOM.US)$ +15.6% (In reaction to earnings/guidance)
• $Apyx Medical(APYX.US)$ +8% (anno...
R1 leads technological innovation among outsourcing revenue cycle management providers. In RCM automation, I think it's at least a year ahead of its peers. Automation itself is not unique to R1, but when applied to R1's unique end-to-end and integrated platform, I believe it will continue to strengthen the company's competitive advantage and help create more value for existing customers over a longer period of time.
Basically, there are two main reasons for RCM's inefficiency :(1) too many single point solutions that are not integrated effectively; (2) Organizational island effect leads to duplication of work and poor execution. In addition, the low-skill nature of many tasks also leads to high staff turnover, making it difficult to improve operations across the board. R1's fully outsourced integration platform addresses both of these issues and can be accelerated and enhanced by leveraging artificial intelligence and automation.
R1 RCM is one of the things I see as long-term investment value as I see strengthening macro trends driving an increase in the number of RCM outsourcing decisions over the next few years and R1 is poised to win more and more decisions with the help of these decisions. R1 has been making technology investments and digital transformations that differentiate it from its peers.
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