KentWeakley/iStock via Getty Images Investment Thesis The cruise industry is still in the midst of a strong consumer spending cycle, as manifested in Carnival Corp.’s (NYSE:CCL) Q1 earnings report in March this year. The company’s management had described their Q1 performance as “fantastic across the board” with “yet another set of records,” as the company registered “record revenues, record bookings, and record customer deposits.” The popularity of Carnival’s cruise packages in the Caribbean, Alaska, a ...

Carnival Cruise Line to lead the charge as first PortMiami shore power connectionWorld's largest cruise company continues to outpace its fleetwide 2030 shore power targetMIAMI, June 17, 2024 /PRNewswire/ -- Shore power has arrived for ships docked at PortMiami, and today, Carnival Conquest represented Carnival Corporation & plc (NYSE/LSE: CCL; NYSE: CUK), the world's largest cruise company, at a celebratory event announcing it will be the first cruise ship to plug into landside electrical power at the cruis ...

Authentic Alaska specialties now available in two Alaska Cruisetour restaurants along with new Denali Square visitor offerings SEATTLE, June 17, 2024 /PRNewswire/ -- Guests enjoying Alaska Cruisetours with Holland America Line will experience something new this summer when they stay at McKinley Chalet Resort located at the gates of Denali National Park. The food and beverage team at the immersive lodge has just completed a menu transformation for its two on-site restaurants. Additionally, McKinley Chalet R ...

A range of cruise stocks are seeing some significant selling pressure build today, as investors price in analyst warnings on the sector. Analyst Andrew Didora of BofA released a note on the sector that is garnering significant attention today. This note has shares of Carnival (NYSE:CCL), Royal Caribbean (NYSE:RCL), Viking Holdings (NYSE:VIK) and Norwegian Cruise Line (NYSE:NCLH) down between 4% and 8% in early afternoon trading.Notably, pricing pressures appear to be the key item of concern for this particu ...

文章核心观点 - 文章推荐了三只股价低于20美元且具有高增长潜力的股票：SentinelOne (S)、Heritage Insurance Holdings (HRTG) 和 Carnival Co. (CCL) [1][2][3][4][5][6][7] SentinelOne (S) - 公司是一家专注于网络安全的软件即服务 (SaaS) 公司，提供 AI 驱动的自主威胁预防、检测和响应服务 [2] - 公司股价目前为 $18.15，过去一年下跌了 32.43%，被认为是买入的好时机 [2] - 公司过去四个季度均超出了盈利预期，季度收入增长达到 39.70%，显示出产品市场接受度提高和盈利潜力 [3] - 公司近期与新西兰网络安全公司 Advantage 合作，并扩展了与 AWS 客户的安全服务，显示出管理层的竞争力和公司光明前景 [3] Heritage Insurance Holdings (HRTG) - 公司主要在美国提供个人和商业住宅保险，以及恢复、紧急和恢复服务 [4][5] - 公司股价目前为 $8.00，2023 财年是两年来首次实现盈利 [5] - 公司目前的营业利润率为 11.87%，净利润率为 6.07%，分析师平均目标价为 $10，表明增长潜力为 27.88% [5] - 公司季度收入同比增长 8.10%，盈利增长 1.50%，EBITDA 为 $75.38 百万，正现金流，显示出良好的财务状况和过去的大幅增长 [5] - 公司以消费者为中心的模式，如最近的费率降低，进一步增强了其吸引力 [5] Carnival Co. (CCL) - 公司是一家国际休闲旅游服务公司，主要在北美市场提供服务，通过旅行社、旅游运营商、度假策划者以及第三方和第一方网站销售其游轮 [6] - 公司股价目前为 $16.74，市值为 $214.05 亿，营业利润率为 5.10%，净利润率为 1.80% [6] - 公司季度收入同比增长 22%，显示出收入增长 [6] - 尽管公司去年未实现盈利，但过去三个季度均超出了每股收益 (EPS) 预测 [6] - 随着后疫情时代旅游热潮的持续，公司将从中受益，分析师平均目标价比当前价格高出 27.11%，表明未来增长计划 [7] - 公司的新扩展项目非常成功，显示出管理层的竞争力，使其成为低于 $20 的买入股票 [7]

VALENCIA, Calif., June 11, 2024 /PRNewswire/ -- Cunard has announced record-breaking bookings following the highly anticipated launch of its new ship Queen Anne.The 3,000-guest vessel set sail on an historic maiden voyage on May 3 before returning to her homeport of Southampton on May 24 to begin her celebratory British Isles Festival voyage – which included a spectacular naming ceremony in Liverpool.  Queen Anne during the official naming ceremony in Liverpool The luxury cruise brand can now report it ...

MIAMI, June 11, 2024 /PRNewswire/ -- Carnival Corporation & plc (NYSE/LSE: CCL; NYSE: CUK) has scheduled a conference call with analysts for Tuesday, June 25, 2024, at 10 a.m. (EDT); 3 p.m. (BST) to discuss the company's second quarter financial results which are expected to be released that morning. A simulcast of the call will be available via the company's websites at www.carnivalcorp.com and www.carnivalplc.com. About Carnival Corporation & plcCarnival Corporation & plc is the largest global cruise comp ...

Queen Anne during the official naming ceremony in Liverpool SOUTHAMPTON, England, June 11, 2024 /PRNewswire/ -- Cunard has announced record-breaking bookings following the highly anticipated launch of its new ship Queen Anne.The 3,000-guest vessel set sail on an historic maiden voyage on 3 May before returning to her homeport of Southampton on 24 May to begin her celebratory British Isles Festival voyage – which included a spectacular naming ceremony in Liverpool.   Queen Anne during the official naming ...

VALENCIA, Calif., June 10, 2024 /PRNewswire/ -- Cunard has unveiled its program of 2025 Event Voyages, taking place across Queen Mary 2, Queen Elizabeth, and Queen Victoria. Event Voyages feature experts from the worlds of arts, gastronomy, wine and entertainment, with performances, Q&As, and hands-on workshops on offer. Queen Elizabeth will be sailing from Sydney to Tasmania for her Great Australian Culinary Voyage in February 2025 The luxury cruise line will offer seven itineraries, ranging from five ...

文章核心观点 - 嘉年华公司股票自4月低点上涨超20%，但较疫情前峰值仍下跌近70%，有上涨空间，现在买入不晚 [1] 公司现状 - 嘉年华是全球最大且最知名的邮轮品牌之一，还拥有公主邮轮和冠达邮轮等品牌 [2] - 疫情使公司遭受重创，2020 - 2021年行业关闭数月，公司长期债务增至285亿美元，股价仍接近2020年年中疫情最严重时的水平 [2] - 公司已连续几个季度满负荷运营，第一财季营收达54亿美元创纪录，五年来首次订购新船以增加运力，股价较2020年末低点上涨超140% [3] 行业环境 - 美国信用卡债务超1万亿美元创纪录，第一季度拖欠率上升，家庭债务和401(k)账户贷款也在增加，显示人们现金紧张受通胀影响 [4] - 尽管经济有挑战，但邮轮业务依然强劲，预计到2027年行业乘客总数将从去年的3170万增至3970万，到2028年行业收入将以12.1%的年率增长 [5] 公司优势 - 嘉年华定价能力强，提高了全年利润指引，有信心订购新船，因其邮轮价格相对可承受且目的地多样 [5][6] 公司估值 - 市场可能低估了公司的增长，今年预计销售增长近15%，分析师预计到2028年每年盈利将实现两位数增长 [7] - 公司额外债务成本约为每季度5亿美元，每股利润难以回到疫情前水平，但股价远低于疫情前，且比分析师目标价低20%，25位分析师中有19位将其评为强力买入 [8]