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預訂量低於2019年水平 嘉年華郵輪(CCL.US)遭多個大行下調目標價
格隆匯 06-29 20:57
格隆匯6月29日丨Stifel維持對嘉年華郵輪(CCL.US)“買入”評級 並將目標價從30美元下調至20美元。嘉年華週五表示,今年下半年的累計預訂量低於2019年的預訂量,部分原因是運力增加,這與3月份的較高價格有所不同。Stifel分析師在一份研究報吿表示,該公司降低了預訂價格,以填補入住率。Stifel的分析師們稱,嘉年華郵輪目前的定價策略是在保持長期定價的同時,在短期內最大限度地提高入住率,2023年的定價一直保持在疫情爆發前的水平之上。”而富國銀行的分析師還表示,定價前景比三個月前更糟糕,該行將目標價下調至13美元。而摩根士丹利表示,鑑於嘉年華的債務水平,面對另一次需求衝擊,價格可能會跌至零。
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