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2011《財富》美國500強10大牛股
作者:
MAUREEN FARRELL/ HIBAH YOUSUF
時間:
2011年12月21日
來源: 財富中文網(wǎng)
位置：
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今年的股票市場忽冷忽熱，但下述《財富》美國500強公司成功拔得頭籌,，漲幅驚人,。今年最大的贏家囊括了從羅斯服飾零售公司到萬事達的一系列大公司。
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高高飛翔
????從3萬英尺的高空俯視,，今年股市的跌宕起伏看來還不算太壞，標準普爾500指數(shù)今年也只跌了3%,。
????《財富》美國500強公司的表現(xiàn)處在中游,，其中半數(shù)公司股價上漲。約30%的公司獲得了兩位數(shù)的漲幅,。
????表現(xiàn)最佳的公司包括萬事達（MasterCard）,；借記卡收費改革沒有像最初擔心得那么糟糕，令其受益,。零售商的狀況也不錯,，消費者開始放松捂緊的錢包。
????以下是2011年《財富》美國500強中漲幅最大的十只股票（從第十名到第一名排列）,，以12月9日收盤價計算漲幅,。 |
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Flying high
????From 30,000 feet, this year's volatile swings in the stock market don't look as bad, with the S&P 500 down only 3% for the year.
????Fortune 500 companies took the middle ground, with half of those companies posting gains. Roughly 30% enjoyed double-digit percentage stock increases.
????Among the best performers were companies like MasterCard, which benefited because a change to debit fee regulation was not as bad as first feared. Retailers also fared well as consumers began to loosen those proverbial purse strings.
????Click through to see the top 10 Fortune 500 performers (counting down from good to great), based on their closing prices as of Dec. 9. | 
第10名：Centene醫(yī)療補助保險公司
????交易代碼： CNC
????年初至今股票漲幅：48%
????市值： 18億美元
????500強排名：493
????Centene提供醫(yī)療補助（Medicaid）管理式醫(yī)療計劃和相關(guān)服務(wù)。今年它的參保人數(shù)持續(xù)增加,，業(yè)務(wù)也拓展至佛羅里達州,、伊利諾伊州、密西西比州和德克薩斯州等地,，公司股價迎來大幅上漲,。
????總部位于圣路易斯的Centene在最近一期季報中宣稱擁有160萬人參保,，較一年前增加了近8%。投資者也很高興看到該公司上調(diào)了全年業(yè)績指導(dǎo)值,。
????推動Centene股價上揚的因素的還包括收購傳聞,。幾家大型健康保險公司收購了一些專為醫(yī)療補助患者服務(wù)的中小公司后，據(jù)稱收購這家管理式醫(yī)療計劃提供商的時機也已經(jīng)成熟,。
????富國銀行（Wells Fargo）的分析師們表示,，該公司也可能受益于醫(yī)療改革，因為改革將大大放寬醫(yī)療補助的參保符合條件,。一些現(xiàn)金緊缺的州政府早已開始考慮將醫(yī)療補助的參保人群交給承諾控制成本的管理式醫(yī)療計劃提供商,。 |
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#10 Centene
????Ticker: CNC
????YTD stock performance: 48%
????Market cap: $1.8 billion
????Fortune 500 Rank: 493
????Shares of Centene, which provides managed care programs and related services to individuals under Medicaid, surged as the company continued to add more members and expand into new states, including Florida, Illinois, Mississippi and Texas.
????In its last quarterly report, St. Louis-based Centene boasted 1.6 million members, up almost 8% from a year ago. Investors were also pleased that the company raised its outlook for the year.
????Centene's stock has also benefited from talk that the managed-care provider could be ripe for a takeover, following a slew of acquisitions by major health insurers of smaller companies that specialize in covering Medicaid patients.
????Wells Fargo analysts say the company is also likely to benefit from health reform, since it is set to substantially expand Medicaid eligibility. Cash-strapped states have already started looking into shifting recipients to managed-care providers, which have promised to keep costs low. |
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