邮轮行业增长

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Feinseth: Cruise Stocks to Gain Steam, RCL "Industry Leader"
Youtube· 2025-09-15 16:01
It's time now to go inside out on the cruise segment. For more, let's welcome in Ivan Feinet, who is the senior partner, chief investment officer, and director of research at Tiger Financial Partners. So, thanks so much for your time, Ivan.We got to keep it really quick today, really tight, but I'm just wondering why some of these cruise companies are outperforming this year. >> Well, because travel is consumers continue to spend on travel and the cruise industry offers a tremendous value for the consumer's ...
Viking's Premium Valuation Backed By Strong Growth, Analyst Notes
Benzinga· 2025-08-20 17:59
财务表现 - 第二季度收入同比增长18.5%至18.8亿美元 [1] - 重申各业务板块维持中个位数定价能力的预期 [1] - 2025年EBITDA预计扩张超25% 2026-2027年预估维持中双位数增长 [5] 市场定位与竞争优势 - 高端市场定位支撑定价能力 2025-2027年收入与盈利预测仅微调 [3] - 投资资本回报率和每可用客舱日EBITDA接近行业平均水平两倍 [5] - 增长与财务指标支持相对同业溢价估值 [5] 业务板块定价动态 - 河流业务板块定价改善200个基点至+6% 受益于主导市场份额和组合优势 [4] - 海洋业务板块定价从+5%降至+4% 反映邮轮运营商竞争加剧 [4] - 2026年定价稳定性担忧缓解 维持+4%展望并强化中个位数增长预期 [4] 股价表现与市场反应 - 股价下跌1.92%至58.09美元 尽管业绩强劲且分析师维持买入评级 [2][6] - 美国银行重申买入评级及70美元目标价 强调公司高端定位和卓越回报 [2]