Big Call Scan: UnitedHealth, AXA, Northrop Grumman, and The Travelers Companies.
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Displaying resilience in a weak overall market, UnitedHealth (UNH) currently stands out. The US health insurer is one of the leading players in the USA with over 50 million insured members. Thanks to its subsidiary Optum, UnitedHealth is also positioned in higher-margin segments in the areas of IT and data analytic services, billing services, and patient care. Given the continuing rise in insurance premiums and higher reimbursements, UnitedHealth offers one of the most attractive sector stories, especially since it can also perform well technically....
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