Shares ntawm Carnival Corp. tau muaj lub xyoo tsis zoo, txawm tias phem dua li kev sib kis xyoo 2020. Thiab qhov ntawd yog qhov ua rau Stifel Nicolaus tus kws tshuaj ntsuam Steven Wieczynski ntseeg tias tam sim no cov khoom lag luam yog "tshaj dhau."
Txawm hais tias tus neeg tsav nkoj lub nkoj tau rov qab los rau kev pabcuam thiab cov ntawv sau npe txuas ntxiv ntxiv, Carnival tseem ceeb tshaj tawm cov txiaj ntsig poob siab. Nyuam qhuav pib lub lim tiam no, lub tuam txhab tau tshaj tawm ib qho kev poob qis dua li qhov kev xav tau nyiaj txiag plaub lub quarter poob, snapping yim-lub quarter streak ntawm cov kab hauv qab tsis nco qab, tab sis tsis nco txog cov nyiaj tau los rau lub quarter thib 11.
Thiab nrog ib lub lim tiam mus rau hauv 2022, cov Tshuag
CCL,
-0.89%
tau poob 61.2% xyoo no, ua rau muaj kev phom sij ntawm kev ua txhaum cov ntaub ntawv txhua xyoo poob ntawm 57.4% hauv 2020, thaum tus kabmob kis tau kaw nws txoj kev lag luam. Nws tau underperformed nws cov phooj ywg los ntawm ib tug dav paj, raws li ib feem ntawm Royal Caribbean Group
RCL,
+ 0.59%
tau poob 35.2% xyoo rau hnub tim thiab Norwegian Cruise Line Holdings Ltd.
NCO,
-0.54%
tau poob 37.3%. S&P 500 Index
SPX,
+ 0.59%
yog 19.6% xyoo no.
Stifel's Wieczynski tau hais tias qhov tsis muaj zog, txawm tias muaj kev noj qab haus huv zoo, ua rau muaj kev coj noj coj ua tshiab hauv qab. Thawj Tswj Hwm Josh Weinstein thiab kev txhim kho cov hauv paus ntsiab lus mus rau lub caij nyoog caij nkoj tshaj plaws-txhim kho lub sijhawm thawj peb lub hlis twg ntawm lub xyoo tshiab (lub npe hu ua Wave Season), tau nthuav qhia cov tub ua lag luam nrog "kev yuav khoom zoo kawg" mus rau xyoo 2023.
Wieczynski tau sau ntawv hauv tsab ntawv tsis ntev los no rau cov neeg siv khoom, "Phau ntim ntim thiab tus nqi nce ntxiv, thiab peb tsis pom muaj laj thawj vim li cas qhov ntawd yuav tsum tsis txhob txuas ntxiv mus rau Wave Season,"
Nrog rau qhov kev cia siab tseem tsis txaus, nws cia siab tias lub tuam txhab yuav yog "kev sib tw thiab tsa zaj dab neeg" nyob rau 12 lub hlis tom ntej.
"Lub sijhawm no, peb ntseeg tias kev teeb tsa rau CCL [Carnival's Tshuag] mus rau xyoo 2023 yog qhov nyuaj dhau," Wieczynski tau sau. "CCL tau tshaj tawm qhov tseem ceeb tshaj plaws ntawm 2023 thiab tshaj tawm hnub no, kev kwv yees yuav tsum tau rov qab mus rau qib uas peb ntseeg tias yuav tsum ua tiav / ua tiav."
Wieczynski rov hais dua qhov kev yuav khoom ntsuas nws muaj nyob rau hauv Tshuag txij li ua ntej muaj kev sib kis. Nws khaws nws lub hom phiaj tus nqi ntawm $ 18, uas txhais tau hais tias txog 130% upside ntawm qib tam sim no.
"Ua ke nrog peb txoj kev ntseeg txuas ntxiv hauv kev ua kom muaj zog ntawm cov neeg siv khoom thoob ntiaj teb kev lag luam nkoj xav tau, peb txhawb kom cov tub ua lag luam coj kom zoo dua ntawm qhov kev tsis sib haum xeeb tam sim no hauv CCL tus nqi sib koom / tus nqi txhawm rau ntxiv rau txoj haujlwm rau lub sijhawm ntev, thiab ntseeg tias tam sim no qib kev lag luam tau luv nqi. nyob rau hauv ib tug qeeb qeeb ntawm macro backdrop, "Wieczynski sau.
Tau qhov twg los: https://www.marketwatch.com/story/carnival-stock-is-suffering-its-worst-year-on-record-but-looks-overly-compelling-to-this-analyst-11671828818?siteid= yhoof2&yptr=yahoo
Cov khoom lag luam Carnival tau raug kev txom nyem rau xyoo tsis zoo ntawm cov ntaub ntawv, tab sis zoo li 'tshaj dhau' rau tus kws tshuaj ntsuam no
Shares ntawm Carnival Corp. tau muaj lub xyoo tsis zoo, txawm tias phem dua li kev sib kis xyoo 2020. Thiab qhov ntawd yog qhov ua rau Stifel Nicolaus tus kws tshuaj ntsuam Steven Wieczynski ntseeg tias tam sim no cov khoom lag luam yog "tshaj dhau."
Txawm hais tias tus neeg tsav nkoj lub nkoj tau rov qab los rau kev pabcuam thiab cov ntawv sau npe txuas ntxiv ntxiv, Carnival tseem ceeb tshaj tawm cov txiaj ntsig poob siab. Nyuam qhuav pib lub lim tiam no, lub tuam txhab tau tshaj tawm ib qho kev poob qis dua li qhov kev xav tau nyiaj txiag plaub lub quarter poob, snapping yim-lub quarter streak ntawm cov kab hauv qab tsis nco qab, tab sis tsis nco txog cov nyiaj tau los rau lub quarter thib 11.
Thiab nrog ib lub lim tiam mus rau hauv 2022, cov Tshuag
-0.89%
+ 0.59%
-0.54%
+ 0.59%
CCL,
tau poob 61.2% xyoo no, ua rau muaj kev phom sij ntawm kev ua txhaum cov ntaub ntawv txhua xyoo poob ntawm 57.4% hauv 2020, thaum tus kabmob kis tau kaw nws txoj kev lag luam. Nws tau underperformed nws cov phooj ywg los ntawm ib tug dav paj, raws li ib feem ntawm Royal Caribbean Group
RCL,
tau poob 35.2% xyoo rau hnub tim thiab Norwegian Cruise Line Holdings Ltd.
NCO,
tau poob 37.3%. S&P 500 Index
SPX,
yog 19.6% xyoo no.
Stifel's Wieczynski tau hais tias qhov tsis muaj zog, txawm tias muaj kev noj qab haus huv zoo, ua rau muaj kev coj noj coj ua tshiab hauv qab. Thawj Tswj Hwm Josh Weinstein thiab kev txhim kho cov hauv paus ntsiab lus mus rau lub caij nyoog caij nkoj tshaj plaws-txhim kho lub sijhawm thawj peb lub hlis twg ntawm lub xyoo tshiab (lub npe hu ua Wave Season), tau nthuav qhia cov tub ua lag luam nrog "kev yuav khoom zoo kawg" mus rau xyoo 2023.
Wieczynski tau sau ntawv hauv tsab ntawv tsis ntev los no rau cov neeg siv khoom, "Phau ntim ntim thiab tus nqi nce ntxiv, thiab peb tsis pom muaj laj thawj vim li cas qhov ntawd yuav tsum tsis txhob txuas ntxiv mus rau Wave Season,"
Nrog rau qhov kev cia siab tseem tsis txaus, nws cia siab tias lub tuam txhab yuav yog "kev sib tw thiab tsa zaj dab neeg" nyob rau 12 lub hlis tom ntej.
"Lub sijhawm no, peb ntseeg tias kev teeb tsa rau CCL [Carnival's Tshuag] mus rau xyoo 2023 yog qhov nyuaj dhau," Wieczynski tau sau. "CCL tau tshaj tawm qhov tseem ceeb tshaj plaws ntawm 2023 thiab tshaj tawm hnub no, kev kwv yees yuav tsum tau rov qab mus rau qib uas peb ntseeg tias yuav tsum ua tiav / ua tiav."
Wieczynski rov hais dua qhov kev yuav khoom ntsuas nws muaj nyob rau hauv Tshuag txij li ua ntej muaj kev sib kis. Nws khaws nws lub hom phiaj tus nqi ntawm $ 18, uas txhais tau hais tias txog 130% upside ntawm qib tam sim no.
"Ua ke nrog peb txoj kev ntseeg txuas ntxiv hauv kev ua kom muaj zog ntawm cov neeg siv khoom thoob ntiaj teb kev lag luam nkoj xav tau, peb txhawb kom cov tub ua lag luam coj kom zoo dua ntawm qhov kev tsis sib haum xeeb tam sim no hauv CCL tus nqi sib koom / tus nqi txhawm rau ntxiv rau txoj haujlwm rau lub sijhawm ntev, thiab ntseeg tias tam sim no qib kev lag luam tau luv nqi. nyob rau hauv ib tug qeeb qeeb ntawm macro backdrop, "Wieczynski sau.
Tau qhov twg los: https://www.marketwatch.com/story/carnival-stock-is-suffering-its-worst-year-on-record-but-looks-overly-compelling-to-this-analyst-11671828818?siteid= yhoof2&yptr=yahoo