** J.P.Morgan cuts PT on Centene Corp CNC.N to $30 from $48 and Molina Healthcare Inc MOH.N to $184 from $272
** Maintains "neutral" stance on both CNC and MOH
** JPM says CNC remains an execution story, with much of the focus on whether it can meet its second-half 2025 expectations and recover margins in 2026 from Affordable Care Act
** Shares of managed healthcare cos are marginally down in premarket trading
** Brokerage sees risk and reward for MOH in 2025 as balanced, due to policy uncertainty and possible challenges in ACA exchanges in 2026
** "CNC has a leading market share in Medicaid, where we expect managed care penetration to continue to increase over time as states transition higher acuity, higher revenue populations to managed care"- JPM
** Up to last day's close, CNC and MOH had fallen ~56% and ~44% YTD, respectively
(Reporting by Akriti Shah in Bengaluru)
((akriti.shah@thomsonreuters.com))
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。