Список проголосовавших за комментарий " Tenet Healthcare color on quarter (22.67)<ul><li><strong>RBC</strong> — While THC continues to see solid growth in the Ambulatory Care and Conifer segments, as well as in the Hospital segment on a normalized basis, the health plan biz (which THC is exiting, and which investors will likely overlook) caused a slight shortfall for 4Q16. For FY17, focus areas include driving organic top-line growth and margin expansion in the hospital biz, divesting non-core hospitals to reallocate capital to higher-return investments, and exiting the health plan, home health, & hospice businesses; reiterates Sector Perform.</li><li><strong>Mizuho</strong> — Hurricane Matthew, out-of-network issues, & bigger losses in the to-be-disposed health plan caused bad optics for THC's 4Q, but hospital EBITDA surged 20% apples to apples y/y. SS adj admits down only 0.5% & down 0.2% on admits. So why the big bottom line miss, according to Mizuho? Mizuho states to think of it this way: Despite a $135 mm miss top line, THC's EBITDA was only $8 mln below their $621 mln EBITDA: Cost cuts. In fact, through Op Income, THC's 4Q was only $3 mln below their estimate. As for the guide, $232 mln in 1Q16 revs won't recur in 1Q16 due to asset sales & the CA provider fee. The rest is top line loss from the HUM contract dispute. Mizuho notes that things are better than they seem, but the guide was not good; reiterates Neutral.</li></ul><p> — Shares of <strong>THC</strong> -12% pre-market.</p>"