瑞信-美股医疗保健行业-医疗中的主要争论：家庭健康股的问题是什么？-2021.6.7-25页

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瑞信-美股医疗保健行业-医疗中的主要争论：家庭健康股的问题是什么？-2021.6.7-25页

# 美股 # 医疗保健 # 家庭健康股大小：2.14M | 页数：25 | 上架时间：2021-06-16 | 语言：英文

瑞信-美股医疗保健行业-医疗中的主要争论：家庭健康股的问题是什么？-2021.6.7-25页.pdf

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瑞信-美股医疗保健行业-医疗中的主要争论：家庭健康股的问题是什么？-2021.6.7-25页.pdf

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类型: 行研

上传者: 资料分享客栈

撰写机构: 瑞信

出版日期: 2021-06-07

摘要：

In this deck, we discuss the key debates in the home care space (i.e., home health, hospice, personal care, and private duty nursing), and go through various factors that have impacted the stocks underwhelming price performance thus far in 2021. We also look at sector valuations.

We also discuss the key catalysts for the home care companies within our coverage, which include AMED, LHCG, and AVAH. We are positive on these names given favorable industry tailwinds.

For reference, we define home care stocks, in this deck, as companies with at least 50% of revenue coming from home health, personal care, or hospice. EHC data is also included in many of the slides given the company’s large home health and hospice business.

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