花旗对 挪威邮轮 和 皇家加勒比邮轮 持乐观看法。受该消息影响,挪威邮轮一度涨超8%,皇家加勒比邮轮涨超3%。另外, 嘉年华邮轮 和 Viking Holdings Ltd. 等邮轮股也盘前走高。
花旗将挪威邮轮评级从“中性”上调至“买入”。花旗指出该股具有巨大的收益上升和倍数扩张的潜力。
花旗分析师James Hardiman表示,挪威邮轮的战略转变让该行相信巨大的定价机会不会被失控的成本所抵消。Hardiman估计,这家邮轮运营商的三年每股收益复合年增长率为23%。如果挪威邮轮能够维持2.5%的收益/成本差目标,每股收益增长率有望达到30%。
花旗还将皇家加勒比邮轮列入积极催化剂观察名单,预计该公司即将发布的财报将包括长期战略更新。
今年以来,挪威邮轮仅累计上涨4%,皇家加勒比邮轮则上涨近42%。
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