小摩：行业前景更具建设性，看好嘉年华、皇家加勒比

智通财经2023-06-12

6月12日，摩根大通最近在迈阿密与嘉年华邮轮、挪威邮轮、皇家加勒比邮轮的管理层会面后，对邮轮行业的看法变得更具建设性。邮轮公司高管对当前趋势和2024年初预订持乐观态度，并透露增长势头没有放缓的迹象。一年前被压抑需求正转变为新的动力。这一事件带来的另一个巨大好处是，邮轮运营商的资产负债表灵活性有所提高，有充足的流动性来偿还债务。摩根大通分析师Matthew Boss及其团队将嘉年华邮轮的目标价从...

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enjoylife168
2023-06-12
enjoylife168
游轮旅游大爆发

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Boss及其团队将嘉年华邮轮的目标价从11美元上调至16美元，评级从“中性”上调至“增持”，部分原因在于其有利的风险/回报组合。嘉年华邮轮在过去两年中采取了一系列措施来改善公司，包括更换了五位新品牌总裁，在疫情期间退役了26艘船舶，将船舶资产重新定位为最具增值价值的品牌，并对邮轮进行了改造，以专注于其核心市场。展望未来，嘉年华邮轮有机会通过增加广告投资来提高品牌清晰度和定价权。嘉年华邮轮较小的产能增长状况预计将为管理层提供更快的去杠杆化途径。摩根大通还将挪威邮轮的目标价从15美元上调至16美元，予“中性”评级；将皇家加勒比邮轮的目标价从100美元上调至103美元，予“增持”评级。截至发稿，嘉年华邮轮盘前涨5.88%，报13.86美元；挪威邮轮盘前涨3.26%，报17.73美元；皇家加勒比邮轮盘前涨2.28%，报93.30美元。","kind":"news","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":186531099508840,"gmtCreate":1686579176444,"gmtModify":1686579178569,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3497006675108652","idStr":"3497006675108652"},"htmlText":"游轮旅游大爆发","listText":"游轮旅游大爆发","text":"游轮旅游大爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186531099508840","repostId":2342463995,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":1,"repostSize":1,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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