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2023-06-12

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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。</p><p>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。</p><p>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。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小摩：行业前景更具建设性，看好嘉年华、皇家加勒比</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/944581.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4566":"资本集团","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","NCLH":"挪威邮轮","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","SG9999002232.USD":"Allianz Global High Payout USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4588":"碎股","BK4550":"红杉资本持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY 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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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":745,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/186531099508840"}