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  1. #1
    WHT-BR Top Member
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    AMIL pode ser vendida para seguradora americana

    Do jeito que a coisa caminha, as preciosas divisas das exportações brasileiras, cujos produtos primários tem peso cada vez maior, acabarão sendo gastas totalmente na remessa de lucros. É o retorno ao Brasil colonial.

    A seguradora americana UnitedHealth está em negociações para comprar parte ou a totalidade da Amil Participações, maior operadora de saúde do Brasil, informou nesta sexta-feira a agência de notícias Bloomberg, citando pessoas com conhecimento do assunto.

    A Amil, que contratou o banco Credit Suisse para assessorá-la na venda de uma participação da empresa, conversa também com outros investidores em potencial, embora um acordo com a UnitedHealth seja considerado mais provável e pode ser anunciado já na semana que vem, segundo a agência de notícias.

    UnitedHealth Said to Seek Brazil’s Amil Participacoes


    By Alex Nussbaum, Jeffrey McCracken and Cristiane Lucchesi - Oct 5, 2012

    UnitedHealth Group Inc. (UNH), the biggest U.S. health insurance company, is in talks to buy a stake or all of the Brazilian insurer and hospital operator Amil Participacoes SA (AMIL3), according to people familiar with the matter.

    Acquiring all or part of Brazil’s biggest managed-care company, which carries a market value of 9.01 billion reais ($4.47 billion), would give Minnetonka, Minnesota-based UnitedHealth access to a growing private-insurance market in the world’s second-biggest emerging economy. It also may generate more opportunities for UnitedHealth’s Optum unit, which provides technology and consulting to health systems in India, China, the U.K. and elsewhere.

    A deal may be announced as soon as next week, according to the people, who asked to remain anonymous because the talks are private. While Amil is also talking with other possible bidders, UnitedHealth has emerged as the likely buyer, the people said.
    Brazil has “a sophisticated private-sector hospital system as well as a private insurance system that’s ripe for expansion,” said Sheryl Skolnick, a health-care analyst at CRT Capital Group LLC in Stamford, Connecticut.

    Amil rose 2.6 percent to 25.64 reais at 10:38 a.m. Sao Paulo time, its highest intraday price on record. The stock had gained 49 percent in the 12 months through yesterday, amid speculation about a potential deal. UnitedHealth fell less than 1 percent to $57.68 in New York trading, after gaining 35 percent in the past year.
    Amil has hired Credit Suisse Group AG to sell a stake in its business, according to a second person familiar with the talks. The Pinheiro Neto Law firm is working on UnitedHealth’s side and Lefosse/Linklaters on the Amil side, one of the people said.

    Company Comments


    Amil “doesn’t comment on speculation,” the company said in an official e-mail statement. Tyler Mason, a UnitedHealth spokesman, said in a telephone call that the company doesn’t comment on rumors and speculation

    UnitedHealth, which covers 35.9 million people on its medical plans, has completed 24 deals in the last five years, for an average disclosed size of $1.13 billion and an average premium of 12 percent, according to data compiled by Bloomberg. The largest was the March 2007 acquisition of Las Vegas-based insurer Sierra Health Services Inc. for $2.45 billion.

    The Brazilian carrier covered 5.9 million people last year and owns 3,300 hospitals and 55,000 clinics, according to its website. Amil’s private insurance enrollment has grown 4.5 percent since 2009, compared with a 13.5 percent rise for the Brazilian market as a whole, according to an Aug. 31 research note from Guilherme Assis, a Raymond James analyst in Sao Paulo. Discounting acquisitions, its membership would have fallen 1 percent, he said.

    Profitability Focus


    Troubles with past acquisitions and increased competition have slowed growth and Brazilian antitrust regulators may resist Amil’s attempts to buy new hospitals, Assis said. The company had 9.01 billion reais in revenue last year, according to data compiled by Bloomberg.

    “Amil’s strong focus on profitability is preventing it from fully tapping into the secular sector’s strong growth drivers,” Assis said.
    UnitedHealth, which earned three-quarters of its revenue from managing benefits last year, is “going to the economies where there’s growth, where there’s a vibrant private sector and where there are significant health problems that need to be solved,” Skolnick said.

    To contact the reporters on this story: Alex Nussbaum in New York at anussbaum1@bloomberg.net; Jeffrey McCracken in New York at jmccracken3@bloomberg.net; Cristiane Lucchesi in Sao Paulo at clucchesi5@bloomberg.net
    To contact the editor responsible for this story: Reg Gale at rgale5@bloomberg.net
    Última edição por 5ms; 05-10-2012 às 14:07.

  2. #2
    Moderador
    Data de Ingresso
    Oct 2010
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    Rio de Janeiro
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    2,678
    Ja recebi email avisando que ja se juntaram...

    Eh bom que agora passa a ser parte da maior rede mundial de seguro-saude. Solidez esperada. So espero que nao aumentem minha ja salgada mensalidade...

  3. #3
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010
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    14,983
    Também recebi o e-mail. Mas não se juntaram. Os ex-donos já embolsaram a bolada e pagaram R$ 1 bilhão de IR.

    UnitedHealth paga R$ 6,5 bi e vira dona da Amil - Economia - Not

  4. #4
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010
    Posts
    14,983
    VEJA / RADAR / Lauro Jardim

    No cofre

    Dos 6,5 bilhões de reais que Edson de Godoy Bueno e sua
    ex-mulher, Dulce, receberam pela venda do controle da
    Amil para a UnitedHealth (UH), o que vai para os respectivos
    cofres é algo em torno de 4,5 bilhões de reais: pouco mais
    de 1 bilhão de reais irá para o Leão e 950 000 reais serão
    usados para a compra de uma participação minoritária na UH.

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