HCA THC SEM 醫院 美

HA Healthcare stock jumps toward a record high after earnings rose above expectations and the outlook was raised

HCA醫療保健公司的股票因盈利超出預期並提高展望而暴漲，逼近歷史最高紀錄

Shares of HCA Healthcare Inc. HCA, -0.81% surged 7.1% toward a record high in premarket trading Friday, after the hospital operator reported first-quarter profit that rose well above forecasts and raised its full-year outlook, as same-facility admissions, emergency room visits and surgeries all increased. Net income rose to $1.36 billion, or $4.85 a share, from $1.27 billion, or $4.14 a share, in the year-ago period. The FactSet consensus for earnings per share was $3.91. Revenue grew 4.3% to $15.59 billion, above the FactSet consensus of $15.27 billion. Same-facility admissions increased 4.4%, same-facility emergency room visits rose 10.3%, and inpatient surgeries grew 3.6% while outpatient surgeries increased 5.1%. COVID-19 represented 3.1% of same-facility admissions in the first quarter, down from 9.7% a year ago. For 2023, the company raised its guidance ranges for EPS to $17.25 to $18.55 from $16.40 to $17.60 and for revenue to $62.5 billion to $64.5 billion from $61.5 billion to $63.5 billion.

HCA醫療保健公司（HCA, -0.81%）的股票在周五盤前交易中暴漲7.1％，逼近歷史高位，此前這家醫院運營商公布了超出預期的第一季度盈利報告，並提高了全年展望。同設施入院、急診就診和手術均增加，推動了公司的營收增長。淨收入從去年同期的每股4.14美元上升至每股4.85美元，達13.6億美元；而FactSet普遍預計每股收益為3.91美元。營收增長了4.3％，達到155.9億美元，高於FactSet普遍預計的152.7億美元。同設施入院增加了4.4％，同設施急診就診上升了10.3％，住院手術增長了3.6％，而門診手術則增長了5.1％。COVID-19在第一季度的同設施入院中占比為3.1％，低於去年同期的9.7％。對於2023年，公司將每股收益的指導範圍從16.40至17.60美元提高至17.25至18.55美元，營收指導範圍也將從615億美元至635億美元上調至625億美元至645億美元。

醫院股今晚都大漲

THC 1QEPS超標股價漲4%

HCA跌6%，Q3獲利低於預期、人事成本增加及旗下合資企業營運不佳

THC +10%，宣布收購南卡州3家醫院及其附屬機構

昨晚看到大漲10-11%,不知道什麼原因，現在在討論區看到
有討論區真好，感謝巴班

用google翻譯，好像是出售南卡羅萊納州3家醫院給其他企業，非收購，英文不好，不知對不對..
https://finance.yahoo.com/m/f9c4a5b4-b6a4-33bc-b4e1-107f57d6b522/tenet-healthcare-stock-up-on.html

沒錯， THC將出售南卡州3家醫院以降低債務
謝謝Hank桑更正

THC完成了南卡羅來納州3家醫院的出售(售價24億美元)，並宣布以9.75億美元現金出售加州橘郡和洛杉磯縣的4家醫院及相關業務，同時預告2023年業績展望超過高標，股價+5%。

Tenet Healthcare Corp Reports Stellar First Quarter 2024 Results, Surpassing Analyst Estimates

Net Income: Reported $2.151 billion for Q1 2024, a significant increase from $143 million in Q1 2023, far exceeding the quarterly estimate of $148.03 million.

Ambulatory Care Segment: Adjusted EBITDA rose by 15.9% to $394 million in Q1 2024, driven by net revenue per case growth and acquisitions.

Hospital Operations: Adjusted EBITDA for the hospital segment grew to $630 million in Q1 2024 from $492 million in Q1 2023, reflecting strong admissions growth and favorable payer mix.

2024 Financial Outlook: Raised to expect Adjusted EBITDA between $3.5 billion and $3.7 billion, reflecting confidence in continued operational excellence and strategic portfolio optimization.

ChatGPT：
Tenet Healthcare Corp 報告 2024 年第一季度極佳成績，超出分析師預期

淨收入：2024 年第一季度報告 215.1 億美元，較 2023 年第一季度的 1.43 億美元顯著增加，遠超過季度預估的 14.803 億美元。

門診護理部門：2024 年第一季度調整後 EBITDA 增加了 15.9%，達到 39.4 億美元，主要受到淨收入每例增長和併購的推動。

醫院營運：2024 年第一季度醫院部門的調整後 EBITDA 從 2023 年第一季度的 49.2 億美元增長到 63 億美元，反映出入院量增長強勁，付款人組合有利。

2024 年財務展望：預計調整後 EBITDA 為 350 億至 370 億美元，反映出對持續營運卓越和戰略投資優化的信心。

2018.10以25.3元購入THC後一路抱到現在，感謝Mike ! 讚嘆盈再表 !

Select Medical Holdings Corp (SEM) Q1 2024 Earnings Call Transcript Highlights: Strong Growth ...

Revenue: Increased by 7% compared to Q1 of the previous year.
Adjusted EBITDA: Grew 22% to $261.9 million from $214.1 million in the prior year.
Consolidated Adjusted EBITDA Margin: Improved to 14.6% from 12.9% in the prior year.
Critical Illness Recovery Hospital Division Revenue: Increased by 10%.
Critical Illness Recovery Hospital Division Adjusted EBITDA: Increased by 51%.
Inpatient Rehabilitation Hospital Division Revenue: Increased by 15%.
Inpatient Rehabilitation Hospital Division Adjusted EBITDA: Increased by 30%.
Concentra Net Revenues: Increased by 2%.
Concentra Adjusted EBITDA: Increased by 3%.
Outpatient Rehab Division Revenue: Increased by 2%.
Earnings Per Fully Diluted Share: Were $0.75, up from $0.56 in the same quarter prior year.
Adjusted Earnings Per Fully Diluted Share: Were $0.77, excluding Concentra separation transaction costs.
Dividend: A cash dividend of $0.125 payable on May 30, 2024.
Debt: Stood at $3.8 billion at the end of the quarter.
2024 Revenue Outlook: Expected to be in the range of $6.9 billion to $7.1 billion.
2024 Adjusted EBITDA Outlook: Projected to be between $845 million and $885 million.
2024 Fully Diluted EPS Outlook: Anticipated to be between $1.95 and $2.19.
2024 Adjusted EPS Outlook: Forecasted to be between $1.96 and $2.20.

ChatGPT：
Select Medical Holdings Corp（SEM）2024年第一季度盈利電話轉錄重點：

營收：較去年第一季度增長7％。
調整後EBITDA：與去年相比增長22％，從2.141億美元增至2.619億美元。
綜合調整後EBITDA利潤率：從去年的12.9％提高至14.6％。
重症病患康復醫院部門營收：增長10％。
重症病患康復醫院部門調整後EBITDA：增長51％。
住院復健醫院部門營收：增長15％。
住院復健醫院部門調整後EBITDA：增長30％。
Concentra淨收入：增長2％。
Concentra調整後EBITDA：增長3％。
門診復健部門營收：增長2％。
每股完全稀釋收益：為0.75美元，較去年同期的0.56美元增加。
調整後每股完全稀釋收益：為0.77美元，不包括Concentra分離交易成本。
股息：2024年5月30日支付的現金股息為0.125美元。
債務：季末達到38億美元。
2024年收入展望：預計在69億美元至71億美元之間。
2024年調整後EBITDA展望：預計在8.45億美元至8.85億美元之間。
2024年完全稀釋EPS展望：預計在1.95美元至2.19美元之間。
2024年調整後EPS展望：預計在1.96美元至2.20美元之間。

THC 真的是很神奇的一檔...當初在10幾塊盤旋..加入巴班也不久.想說這樣的公司怎麼可能會漲..半信半疑中買進抱到現在...真的映證了MIKE與營再表的威力.
SEM 真的可惜..一直沒有調到理想的預報率...只好繼續等...