Key Points Norwegian Cruise Line reported a Q1 2024 EPS beat of nine cents and revenue growth of 20.3% YOY to $2.19 billion, falling short of $2.23 billion. Norwegian Cruise Line raised its full-year 2024 EPS estimates twice in May to $1.43 versus $1.26 consensus estimates. Norwegian Cruise Line raised its net yield growth rate to 7.2% YOY, which is robust but still lags competitors Royal Caribbean and Carnival at 9.5%. 5 stocks we like better than Norwegian Cruise Line Norwegian Cruise Line Holdings Ltd. N ...

文章核心观点 - 挪威邮轮公司(Norwegian Cruise Line)的股票在2024年初表现不佳,但公司在2024年投资者日上发布的更新指引显示了改善[1][2][3] - 挪威公司预计2024年净收益增长率将达到7.2%,高于此前的5.4%和6.4%,但仍低于同行罗亚尔加勒比和嘉年华的9.5%[5][6] - 挪威公司计划增加13艘新船,其中4艘将在2024年替换老船,这将增加每艘船9%以上的乘客容量,其高端品牌Oceania和Regent的增幅更高[10] - 挪威公司正在投资巴哈马和伯利兹的私人岛屿,这有助于增加乘客在船上的消费[11][12] 行业和公司分析 行业分析 - 根据CLIA数据,2024年全球邮轮旅客人数预计将增长12.6%,之后在2024-2026年期间将保持4.4%左右的正常增长[15][16] 公司分析 - 挪威公司的客户群以美加地区的高净值人群为主,他们在邮轮上的消费较高,这有利于挪威公司的机上收入增长[16][17][18][19] - 挪威公司的资产负债表风险较高,债务水平较高,需要通过再融资和提高现金流来降低债务杠杆[21][22][23][24][25][26] - 即使考虑了高额利息支出,挪威公司仍有24-26%的估值上行空间[26][27][28][29][30]

Two consumer discretionary stocks that have made their way onto the Zacks Rank #1 (Strong Buy) list in the last month and looked poised to move higher are cruise line operators Norwegian Cruise Line (NCLH) and Royal Caribbean Cruises (RCL) . To that point, the spring and summer represent peak travel season for leisure and recreation activities with Norwegian and Royal Caribbean’s stock starting to look undervalued at their current levels. Post-Pandemic Recovery & Growth Trajectories More than three years re ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics a ...

Norwegian Cruise Line (NCLH) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this cruise operator have returned -16.1% over the past month versus the Zacks S&P 500 composite's +6.1% change. The Zacks Leisure and Recreation Services industry, to which Norwegian Cruise Line belongs, has gained 6.7% over this period. Now the key question is: Where could the ...

Pay 21 times earnings for 30% earnings growth? Yes, please! Norwegian Cruise Line Holdings (NCLH -3.96%), once one of the three riders of the cruise line apocalypse, is starting to look healthy again -- and Wall Street has noticed. On Monday, Norwegian unveiled a new "charting the course" strategy, raised guidance for 2024, and gave a new forecast for how it will grow through 2026. How good was Norwegian's news? Good enough that Stifel analyst Steven Wieczynski raised his price target on Norwegian stock to ...

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Norwegian Cruise Line Holdings Ltd. (NCLH) recently announced a better-than-expected outlook for 2024, courtesy of strong demand and solid bookings. Also, it unveiled a new comprehensive initiative — Charting the Course — articulating longer-term financial objectives. The program emphasizes financial coordinates, including adjusted operational EBITDA margin, adjusted earnings per share (EPS) and ROIC, with an intent to achieve it by 2026-end. Following the announcements, the company’s shares moved up 7.6% d ...

For guests booked on the original inaugural voyage departing July 24, 2025, Oceania Cruises has offered first access to booking the new maiden sailing before it went on public sale. Following her summer season in the Mediterranean, Allura will sail to Canada and New England for a series of immersive voyages in North America before her premiere winter season in the Caribbean, homeporting in Miami. For new-to-brand travelers who are curious to sample an ultra-premium vacation experience, the line has introduc ...

股市表现 - S&P 500在周一上涨0.1%，纳指上涨0.7%，道指下跌0.5%[4] 公司股价 - Norwegian Cruise Line Holdings股价上涨7.6%，提高全年利润预期[5] - Moderna股价上涨6.1%，欧洲专利局确认公司关键专利的有效性[7]