Booking Holdings(BKNG)
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Strong Booking Trends Aid Carnival (CCL) Amid High Costs
ZACKS· 2024-06-29 01:55
文章核心观点 - 公司受益于年内剩余时间的预订状况良好,定价和入住率显著提高[1] - 公司专注于营销活动、船队优化和船队扩张举措有利于公司发展[1] - 公司股价在过去三个月内上涨13.9%,而行业平均上涨1.7%[2] - 公司2024财年的盈利预测从30天前的每股1.02美元上调至每股1.05美元,反映了分析师看好公司基本面和未来表现[2] 预订趋势 - 公司2025年预订量创历史新高,超过2024年的价格和入住率水平[4] - 公司2024年第三和第四季度北美澳洲和欧洲地区的定价较去年同期有所增长[4] - 公司努力延长预订周期并利用有利的定价趋势,使2024年剩余时间的累计预订创下新高,入住率高于2023年水平[4] - 截至2024年5月31日,客户预付款总额达83亿美元,较上一季度的70亿美元有所增加,超过2023年5月31日的72亿美元[5] - 公司预计下半年每日收益将保持中个位数增长,这是连续第八个季度实现此类改善[5] 船队优化 - 公司计划明年初退出P&O Cruises Australia品牌,出售28年历史的Pacific Explorer并将另外两艘船转移至嘉年华邮轮公司[6][7] - 尽管做出此调整,但公司仍将保持在澳大利亚市场的领先地位,占据超过60%的市场份额[6][7] - 将业务整合到嘉年华邮轮公司将简化运营并提高灵活性,并且自2019年以来新增9艘船舶,包括从歌诗达邮轮公司转移过来的3艘[7] - 到2028年,嘉年华品牌将占公司组合的37%,较2019年的29%有所增加,反映了公司通过组合优化来最大化投资回报率的持续努力[8] 船队扩张 - 公司正积极推进额外的举措以保持势头并开发未开发的收入机会[9] - 第二财季,公司在利物浦、巴塞罗那和长滩推出了新船,获得了大量媒体关注并带动了预订,特别是巴塞罗那的新船Sun Princess表现出色[10] - 新船的强劲表现带动了该季度的收益改善,同时公司现有船队的收益也实现了两位数增长[10] 成本节约 - 第二财季,公司发现了一些成本节约措施,改善了全年6月的指引[11] - 不包括燃料的经常性航次成本与去年持平,超过了3月的指引,部分原因是成本节约以及季度间费用时间差异[11] 关注点 - 公司在部分市场面临劳动力挑战[12] - 第二财季,航次和旅游运营费用同比增长9.9%至38亿美元,主要受佣金、运输成本和其他与票价和船上及其他销售成本上升相关的费用上升影响[12] - 2024年第三季度,预计不包括燃料的经常性航次成本(按固定汇率)将同比增加约4.5%[12]
Booking Holdings (BKNG) to Aid SMB Travelers With KAYAK Upgrade
ZACKS· 2024-06-29 00:40
Booking Holdings Inc.’s (BKNG) subsidiary, KAYAK, unveiled an upgrade to its travel management solution for small and medium-sized businesses (SMBs).KAYAK for Business now offers full trip management, seamless group bookings and 24/7 travel agent support at a flat fee of $20 per trip.It also offers VIP account management, flexible payment methods, travel tracking and reporting, and access to corporate rates.Booking Holdings is expected to gain solid popularity among SMBs on the back of this latest upgrade.B ...
Booking Holdings (BKNG) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2024-06-28 07:06
文章核心观点 - 公司最近一个交易日的股价上涨0.68%,超过了标普500指数和道琼斯指数的涨幅 [1] - 公司股价在过去一个月内上涨6.64%,超过了零售批发行业和标普500指数的涨幅 [2] - 公司即将发布的财报预计每股收益将同比增长4.25%,收入将同比增长5.76% [3] - 全年来看,公司预计每股收益和收入将分别同比增长17.29%和8.05% [4] - 分析师对公司的预测有所上调,这反映了公司业务前景的乐观 [5][6] - 公司目前的市盈率高于行业平均水平,PEG比率也高于行业平均 [8][9] - 公司所在的互联网零售行业在250多个行业中排名靠前,行业整体表现优于大盘 [10][11] 行业分析 - 公司所在的互联网零售行业属于零售批发行业,在250多个行业中排名靠前,行业整体表现优于大盘 [10][11] 公司分析 - 公司最近一个交易日的股价上涨0.68%,超过了标普500指数和道琼斯指数的涨幅 [1] - 公司股价在过去一个月内上涨6.64%,超过了零售批发行业和标普500指数的涨幅 [2] - 公司即将发布的财报预计每股收益将同比增长4.25%,收入将同比增长5.76% [3] - 全年来看,公司预计每股收益和收入将分别同比增长17.29%和8.05% [4] - 分析师对公司的预测有所上调,这反映了公司业务前景的乐观 [5][6] - 公司目前的市盈率高于行业平均水平,PEG比率也高于行业平均 [8][9]
KAYAK for Business Upgrades its Offering for Small & Mid-Size Business'
Prnewswire· 2024-06-28 00:00
New features designed for SMBs include trip management, flexible payment, 24/7 travel agent support and more with a flat fee of $20 per tripSTAMFORD, Conn., June 27, 2024 /PRNewswire/ -- Today, KAYAK, the world's leading travel search engine, is introducing a first-class upgrade to its travel management solution tailored to small and medium-sized businesses (SMBs). Packed with new features like full trip management, seamless group bookings and always-on travel agent support, KAYAK for Business brings everyt ...
Top Cruise Liner Soars Amid Strong Earnings, Durable Booking Demand
ZACKS· 2024-06-26 03:25
There’s been a lot of chatter recently regarding weakening travel demand.Heading into the summer months, that’s not necessarily the theme that the bulls would like to hear. Booking Holdings CEO Glenn Fogel even expressed that the travel environment has begun to “normalize” following the post-pandemic boom. Yet it appears that narrative has been flipped on its head. With the tide smoothing over for cruise liners, is there still time to hop aboard?Carnival Spikes After Earnings SurpriseLeading cruise and vac ...
Should You Invest in Booking Holdings (BKNG) Based on Bullish Wall Street Views?
ZACKS· 2024-06-24 22:35
文章核心观点 - 华尔街分析师的股票评级建议对投资者的投资决策影响有限 [5][6] - 分析师的评级存在积极偏差,不能完全反映股票的未来价格走势 [5][10] - 使用Zacks Rank评级系统可能是一种更有效的判断股票价格走势的方法 [7][11][12] 公司概况 - Booking Holdings目前的平均券商评级(ABR)为1.67,介于强烈买入和买入之间 [2][3] - 分析师给出的21个强烈买入和2个买入建议占总建议的69.7% [3] 券商评级分析 - 券商评级存在积极偏差,不能完全反映股票的未来价格走势 [5][6][10] - Zacks Rank评级系统可能是一种更有效的判断股票价格走势的方法 [7][11][12] - Zacks Rank和ABR是两种不同的评级体系,Zacks Rank更能反映公司的盈利预测变化 [8][9][13] 投资建议 - 目前Booking Holdings的盈利预测没有发生变化,Zacks Rank为3(中性),投资者需谨慎对待ABR的买入建议 [14][15][16]
3 Travel Stocks to Buy Now: June 2024
Investor Place· 2024-06-24 04:00
Even though consumers tighten their budgets in certain discretionary spending like dining out and luxury goods, interest in travel remains strong. This has translated into a surprisingly steady expenditure on vacations and trips and a subsequent unexpected stability in travel stocks. Ample opportunity beckons investors to take advantage of growing their wealth through this sector if they are looking for travel stocks to buy now.Ninety-three percent of travelers reported having travel plans within the next s ...
Love Stock Splits? This $100 Billion Company Says You Aren't the Investor It's Looking For.
The Motley Fool· 2024-06-24 00:23
文章核心观点 - 公司CEO不希望公司股票价格过低,因为这类投资者往往过于关注短期和表面问题,而不是公司长期价值创造[2][3][9][10] - 公司CEO更希望吸引长期价值投资者,他们关注公司基本面和未来发展,而不是股票价格和股票拆分[7][11][12] - 公司通过提升业务水平和盈利能力来创造长期价值,而不是通过股票拆分来吸引短期投资者[13][14][15][16] 公司概况 - 公司为在线旅游预订平台Booking Holdings,其股价已接近4000美元[2][3] - 公司CEO表示不希望公司股票价格过低,因为这类投资者往往过于关注短期和表面问题[2][3] - 公司CEO更希望吸引长期价值投资者,他们关注公司基本面和未来发展,而不是股票价格和股票拆分[7][11][12] 行业特点 - 公司CEO与巴菲特的观点一致,都不希望公司股票价格过低,因为这类投资者往往过于关注短期和表面问题[6][7][9] - 巴菲特曾表示不希望公司股票价格过低,因为这会吸引一些短期投资者,而不是长期价值投资者[7][11] - 公司通过提升业务水平和盈利能力来创造长期价值,而不是通过股票拆分来吸引短期投资者[13][14][15][16]
Booking Holdings (BKNG) Rises As Market Takes a Dip: Key Facts
ZACKS· 2024-06-22 07:05
Booking Holdings (BKNG) closed the most recent trading day at $3,989.10, moving +0.43% from the previous trading session. The stock outperformed the S&P 500, which registered a daily loss of 0.16%. Elsewhere, the Dow gained 0.04%, while the tech-heavy Nasdaq lost 0.18%.Heading into today, shares of the online booking service had gained 5.85% over the past month, outpacing the Retail-Wholesale sector's gain of 1% and the S&P 500's gain of 3.15% in that time.The investment community will be closely monitoring ...
Investors Heavily Search Booking Holdings Inc. (BKNG): Here is What You Need to Know
ZACKS· 2024-06-20 22:00
Booking Holdings (BKNG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this online booking service have returned +3.9%, compared to the Zacks S&P 500 composite's +3.6% change. During this period, the Zacks Internet - Commerce industry, which Booking Holdings falls in, has lost 2.8%. The key question now is: What could be the stock's future directi ...