Ib yam li lwm qhov ntawm kev lag luam mus ncig, cov neeg ua haujlwm caij nkoj tau ua cua daj cua dub cuam tshuam txog ob peb xyoos dhau los, tab sis tam sim no lawv tsim nyog tau txais kev saib xyuas los ntawm cov tub ua lag luam, tus kws tshuaj ntsuam xyuas Stifel hais.
"Peb nyob twj ywm bullish nyob ib ncig ntawm kev lag luam nkoj rau qhov zoo mus sij hawm ntev kev cia siab tias peb tseem ntseeg tau raug saib xyuas los ntawm cov tub ua lag luam ntawm lub sijhawm no," Stifel kws tshuaj ntsuam Steven Wieczynski tau sau rau hauv ib daim ntawv. Lub tuam txhab kws tshuaj ntsuam tsis ntev los no tau tuav cov tub ua lag luam rau nws txhua xyoo South Florida Cruise Tour, uas tau nthuav tawm cov rooj sib tham nrog cov pab pawg tswj hwm ntawm Norwegian Cruise Line Holdings Ltd.
NCO,
-2.21%,
Pab Poj Niam Nus.
CCL,
-1.81%,
Noob nom noob tswv Caribbean Pab Pawg
RCL,
-1.21%
thiab OneSpaWorld Holdings Ltd.
OSW,
-1.05%.
"Peb ntseeg tias mus tom ntej, tag nrho kev lag luam nkoj yuav nyob rau hauv txoj haujlwm uas cov khoom lag luam loj hlob tuaj yeem poob mus rau theem tsis tau muaj dua los ntawm lub sijhawm txuas ntxiv uas kev lag luam tsis tau pom dua ua ntej," Wieczynski ntxiv.
Related: Norwegian Cruise Line cov kev booking thiab lub peev xwm tab tom mus rau qhov raug, cov kws tshuaj ntsuam hais
Stifel tau yuav kev ntaus nqi rau Norwegian, Carnival, Royal Caribbean thiab OneSpaWorld.
"Qhov kev mus txawv tebchaws no zoo li qub dua li txhua tus neeg tsav nkoj (thiab OSW) tau txhawb nqa phau ntawv / thov tawm tswv yim thaum lawv qhov kev xav txog tus nqi muaj zog / zoo siab," sau Wieczynski.
Lub lim tiam dhau los Norwegian qhia qhov kev poob siab tshaj li qhov kev cia siab rau lub quarter thib plaub, txawm hais tias cov nyiaj tau los yog siab dua li kev kwv yees. Tus neeg tsav nkoj caij nkoj hais tias nws cov neeg siv khoom muaj txiaj ntsig tau qhib lawv lub hnab nyiaj rau kev mus ncig tam sim no thiab yav tom ntej.
Royal Caribbean Group tsis ntev los no hais tias tias cov ntawv teev npe tau "tseem ceeb" dhau ntawm qib prepandemic. Thiab nyob rau lub Kaum Ob Hlis, Carnival Corp. poob rau cov nyiaj tau los rau 11th lub quarter ncaj tab sis tau tshaj tawm ib qho kev poob qis dua li qhov kev xav tau nyiaj txiag plaub lub quarter poob thiab, nyob rau lub Ib Hlis, hais tias nws cov hwm Holland America Kab pom sau ntawv booking, hauv qhov pom tau tias yog ib qho cim zoo rau "lub caij nthwv dej." Lub sijhawm siab tshaj plaws rau kev caij nkoj, lub caij nthwv dej tshwm sim thaum thawj peb lub hlis twg.
Tam sim no nyeem: Royal Caribbean cov khoom lag luam caij nkoj mus txog 9-hli siab raws li cov ntawv sau npe saum toj kawg nkaus ntawm kev kis tus kabmob
"Txawm hais tias cov tub ua lag luam tseem tsis txaus siab kom dhia rov qab mus rau hauv cov khoom thauj khoom thauj khoom vim qhov tsis paub meej nyob ib puag ncig kev xav tau ntev / nqi / leverage, peb ntseeg tias txij li kev caij nkoj yog qhov tseem ceeb tam sim no rov qab mus rau qhov qub, cov tub ua lag luam yuav pib tsom rau cov npe caij nkoj dua hauv kev cia siab ntawm qis dua. muab ib puag ncig hauv txoj kev, ” sau Wieczynski.
Norwegian cov khoom lag luam tau nce 31.5% xyoo no, Carnival tau nce 35.8%, Royal Caribbean nce 49% thiab OneSpaWorld's nce 21%, tawm ntawm S&P 500's
SPX,
-1.53%
nce ntawm 4% nyob rau tib lub sijhawm.
Tom qab huab cua muaj cua daj cua dub kis thoob qhov txhia chaw, cov nkoj caij nkoj muaj kev txhawb siab, hais tias Stifel
Ib yam li lwm qhov ntawm kev lag luam mus ncig, cov neeg ua haujlwm caij nkoj tau ua cua daj cua dub cuam tshuam txog ob peb xyoos dhau los, tab sis tam sim no lawv tsim nyog tau txais kev saib xyuas los ntawm cov tub ua lag luam, tus kws tshuaj ntsuam xyuas Stifel hais.
"Peb nyob twj ywm bullish nyob ib ncig ntawm kev lag luam nkoj rau qhov zoo mus sij hawm ntev kev cia siab tias peb tseem ntseeg tau raug saib xyuas los ntawm cov tub ua lag luam ntawm lub sijhawm no," Stifel kws tshuaj ntsuam Steven Wieczynski tau sau rau hauv ib daim ntawv. Lub tuam txhab kws tshuaj ntsuam tsis ntev los no tau tuav cov tub ua lag luam rau nws txhua xyoo South Florida Cruise Tour, uas tau nthuav tawm cov rooj sib tham nrog cov pab pawg tswj hwm ntawm Norwegian Cruise Line Holdings Ltd.
-2.21% ,
-1.81% ,
-1.21%
-1.05% .
NCO,
Pab Poj Niam Nus.
CCL,
Noob nom noob tswv Caribbean Pab Pawg
RCL,
thiab OneSpaWorld Holdings Ltd.
OSW,
"Peb ntseeg tias mus tom ntej, tag nrho kev lag luam nkoj yuav nyob rau hauv txoj haujlwm uas cov khoom lag luam loj hlob tuaj yeem poob mus rau theem tsis tau muaj dua los ntawm lub sijhawm txuas ntxiv uas kev lag luam tsis tau pom dua ua ntej," Wieczynski ntxiv.
Related: Norwegian Cruise Line cov kev booking thiab lub peev xwm tab tom mus rau qhov raug, cov kws tshuaj ntsuam hais
Stifel tau yuav kev ntaus nqi rau Norwegian, Carnival, Royal Caribbean thiab OneSpaWorld.
"Qhov kev mus txawv tebchaws no zoo li qub dua li txhua tus neeg tsav nkoj (thiab OSW) tau txhawb nqa phau ntawv / thov tawm tswv yim thaum lawv qhov kev xav txog tus nqi muaj zog / zoo siab," sau Wieczynski.
Lub lim tiam dhau los Norwegian qhia qhov kev poob siab tshaj li qhov kev cia siab rau lub quarter thib plaub, txawm hais tias cov nyiaj tau los yog siab dua li kev kwv yees. Tus neeg tsav nkoj caij nkoj hais tias nws cov neeg siv khoom muaj txiaj ntsig tau qhib lawv lub hnab nyiaj rau kev mus ncig tam sim no thiab yav tom ntej.
Royal Caribbean Group tsis ntev los no hais tias tias cov ntawv teev npe tau "tseem ceeb" dhau ntawm qib prepandemic. Thiab nyob rau lub Kaum Ob Hlis, Carnival Corp. poob rau cov nyiaj tau los rau 11th lub quarter ncaj tab sis tau tshaj tawm ib qho kev poob qis dua li qhov kev xav tau nyiaj txiag plaub lub quarter poob thiab, nyob rau lub Ib Hlis, hais tias nws cov hwm Holland America Kab pom sau ntawv booking, hauv qhov pom tau tias yog ib qho cim zoo rau "lub caij nthwv dej." Lub sijhawm siab tshaj plaws rau kev caij nkoj, lub caij nthwv dej tshwm sim thaum thawj peb lub hlis twg.
Tam sim no nyeem: Royal Caribbean cov khoom lag luam caij nkoj mus txog 9-hli siab raws li cov ntawv sau npe saum toj kawg nkaus ntawm kev kis tus kabmob
"Txawm hais tias cov tub ua lag luam tseem tsis txaus siab kom dhia rov qab mus rau hauv cov khoom thauj khoom thauj khoom vim qhov tsis paub meej nyob ib puag ncig kev xav tau ntev / nqi / leverage, peb ntseeg tias txij li kev caij nkoj yog qhov tseem ceeb tam sim no rov qab mus rau qhov qub, cov tub ua lag luam yuav pib tsom rau cov npe caij nkoj dua hauv kev cia siab ntawm qis dua. muab ib puag ncig hauv txoj kev, ” sau Wieczynski.
Norwegian cov khoom lag luam tau nce 31.5% xyoo no, Carnival tau nce 35.8%, Royal Caribbean nce 49% thiab OneSpaWorld's nce 21%, tawm ntawm S&P 500's
-1.53%
SPX,
nce ntawm 4% nyob rau tib lub sijhawm.
Source: https://www.marketwatch.com/story/after-weathering-pandemic-storm-cruise-line-stocks-offer-upside-says-stifel-8ab6a7c6?siteid=yhoof2&yptr=yahoo