Why Royal Caribbean, Carnival, and Norwegian Cruise Stocks All Just Crashed

Motley Fool2022-04-07

What happenedWhat went up just came back down.Yesterday was a banner day for cruise tourism stocks Royal Caribbean, Carnival Corporation, and Norwegian Cruise Line Holdings, each of which sailed away ...

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精彩评论

dinnerbell
2022-04-08
dinnerbell
这比我们还不专业,就是因为美联储要缩表,大盘带下来的
enjoylife168
2022-04-07
enjoylife168
高所得人士的郵輪旅遊，還沒有復酥
上帝模式
2022-04-07
上帝模式
主要是被大盘带崩的，美国市场上存在大量被动资金，受短期情绪波动影响。

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Factually, not a whole lot -- but how investors are interpreting the state of the cruise industry does seem to have changed.Consider: Just 24 hours ago, news that Carnival was just a month away from having all 23 of its cruise ships back at work, and indeed, would soon have more capacity to carry guests in 2022 than it had before the pandemic in 2019, set investors to cheering -- and predicting similar good news for Royal Caribbean and Norwegian Cruise.So capacity looks good, and reservations for upcoming cruises are booming -- all of which implies strong demand for cruising, and strong profits for cruise stocks. As website CruiseHive.com reports, it wasn't just Carnival, but \"nearly all cruise lines went through one of the busiest weeks in history\" last week.Now whatBut here's the thing: Capacity and demand may imply strong revenue for cruise companies -- but revenue is only one component of what goes into profitability. 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On the other hand, though, the fact that cruise lines feel the need to raise prices and make cruising more expensive threatens to -- eventually -- depress demand for cruising.All of which should just serve as a reminder: Going forward, keep an eye out for positive trends in rising revenue for the cruise companies -- but keep an eye on rising costs as well.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":619554294,"gmtCreate":1649348847825,"gmtModify":1649349195528,"author":{"id":"3499490414750875","authorId":"3499490414750875","name":"dinnerbell","avatar":"https://static.tigerbbs.com/f6fe8f2b742a4ba025bd141810486d90","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3499490414750875","authorIdStr":"3499490414750875"},"htmlText":"这比我们还不专业,就是因为美联储要缩表,大盘带下来的","listText":"这比我们还不专业,就是因为美联储要缩表,大盘带下来的","text":"这比我们还不专业,就是因为美联储要缩表,大盘带下来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619554294","repostId":2225566127,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":619512564,"gmtCreate":1649332887783,"gmtModify":1649332887783,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3497006675108652","authorIdStr":"3497006675108652"},"htmlText":"高所得人士的郵輪旅遊，還沒有復酥","listText":"高所得人士的郵輪旅遊，還沒有復酥","text":"高所得人士的郵輪旅遊，還沒有復酥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619512564","repostId":2225566127,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":619285946,"gmtCreate":1649298841407,"gmtModify":1649298934380,"author":{"id":"3570685138353883","authorId":"3570685138353883","name":"上帝模式","avatar":"https://static.tigerbbs.com/33c3ac58ce0d3f5aff702f8b2b899028","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3570685138353883","authorIdStr":"3570685138353883"},"htmlText":"主要是被大盘带崩的，美国市场上存在大量被动资金，受短期情绪波动影响。","listText":"主要是被大盘带崩的，美国市场上存在大量被动资金，受短期情绪波动影响。","text":"主要是被大盘带崩的，美国市场上存在大量被动资金，受短期情绪波动影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619285946","repostId":2225566127,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2225566127"}