$UNH (-6,32 %) currently a community favorite, but for what reason?
Probably simply in the hope of a rebound, according to the motto too big not to get healthy again. First of all, I would like to $AIG (-2,44 %) to the heart.
That said, I asked myself: What is the worst-case scenario and how expensive would the share be then?
If you look around, you quickly notice something. The RX business. The RX business is highly controversial and since Donald wants to cut costs, everyone is pointing the finger at it. In short, the PBM sector. And rightly so, but unfortunately for all US insurers, because the business brings in a 4% margin and $6 billion, at least at UNH. If we assume that the business were to disappear completely, even though there is a little more there, the share price would fall significantly again. Short beer calculation. PE 11, RX LTM 6 bn, precautionary measures on transfer we take 5 bn into net profit, the result is 21,296-5=16,296. 16,296*11=179,256 bn market capitalization, that is 20% minus from the present time. If you convert that into euros, it's 25% and €160 per share. Of course the calculation is a beer calculation but be aware of the downside. The upside is not too high for the risk involved.
