Carnival Corp (UA)NYSE: CCL) poob qis 15% rau hnub Wednesday tom qab tus kws tshuaj ntsuam Morgan Stanley ceeb toom tias cov khoom lag luam tuaj yeem tsim nyog "xoom duas" thaum muaj kev lag luam thoob ntiaj teb.
Carnival Corp muaj ntau dua $ 30 nphom hauv cov nuj nqis
Jamie Rollo ceeb toom lub tuam txhab nkoj nkoj tuaj yeem poob txog $ 900 lab (EBITDA) xyoo no. Yog tias muaj tseeb, nyiaj txiag 2022 yuav yog xyoo thib peb ntawm Carnival poob nyiaj. Tshaj tawm nws txoj kev xav yav tom ntej, nws ntxiv:
Peb FY23 EBITDA kev kwv yees poob qis 10% rau $ 5.0 nphom raws li peb cuam tshuam rau qee tus neeg nyob hauv siab los ntawm kev txuas ntxiv kev noj qab haus huv rau lub caij ntuj no, thiab cov nqi qis dua. [Peb kwv yees] 46% txo qis rau FY23 EPS thiab cov tub ntxhais hluas nruab nrab txo qis tom qab ntawd.
Rollo ceeb toom tias Carnival nrog txuas ntxiv tawm tsam nrog ntau dua $ 30 nphom ntawm cov nuj nqis rau yav tom ntej. Nws lub hauv paus rooj plaub yog rau $ 7.0 ib feem uas txhais mus rau lwm 20% downside ntawm no.
Pete Najarian kuj tseem poob qis ntawm Carnival Tshuag
Pom zoo rau "muag" hu rau CNBC's "Halftime Report", Pete Najarian tau hais tias qhov kev kub ntxhov nyiaj txiag tseem yog lub hauv paus tseem ceeb rau cov khoom lag luam caij nkoj.
Puas yog tib neeg txaus siab rov qab los? Puas yog lawv muaj cov nyiaj txiav txim siab tawm mus rau cov nkoj caij nkoj no? Tsis yog cov lus teb feem ntau yuav. Yog li, tag nrho peb ntawm lawv nyob rau hauv qhov chaw ntxhib tau muab ntau npaum li cas lawv muaj nyob rau hauv daim ntawv tshuav nyiaj li cas.
Nyuam qhuav pib lub lim tiam no, Carnival Corp tau tshaj tawm nws cov ntaub ntawv nyiaj txiaglts rau lub quarter thib ob uas tuaj hauv qab qhov kev kwv yees ntawm Wall Street. Cov khoom lag luam poob qis dua 60% los ntawm nws qhov siab tshaj xyoo dhau los.
Tus ncej Carnival Tshuag tuaj yeem tsim nyog "$ 0" nyob rau hauv qhov xwm txheej phem tshaj plaws: Morgan Stanley tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/06/29/carnival-stock-could-be-worth-0-in-worst-case-scenario-morgan-stanley/