Report
Fehmi Ben Naamane ...
  • Johanna Jourdain

Carnival : Activité toujours dégradée (au T4), discours plus prudent (Omicron) ; Sous-performance maintenue

>Une perte de 2.0 Md$ au T4 (en ligne avec le T3) - Carnival publie une perte trimestrielle T4 de 2.0 Md$ sur une base ajustée (-2.6 Md$ en publié), soit un déficit plus élevé qu’anticipé (-1.6 Md$ attendu par le consensus). Ça ressort, in fine, complétement en ligne avec la perte enregistrée au T3, et d’une manière générale celle de quasiment tous les trimestres 2021. C’est donc un deuxième exercice avec des pertes annuelles de ~10 Md$, tout à fait compréhensible si ...
Underlying
Carnival plc

Carnival is a leisure travel and cruise company. Co. operates over 100 cruise ships within a portfolio of global, regional and national cruise brands that sell tailored cruise products, services and vacation experiences. Co.'s North America cruise brands include Carnival Cruise Line, Princess Cruises, Holland America Line, and Seabourn. Co. also has a Cruise Support segment that represents its portfolio of port destinations and private islands, which are operated for the benefit of its cruise brands. In addition to its cruise operations, Co. owns Holland America Princess Alaska Tours, the tour company in Alaska and the Canadian Yukon, which complements Co.'s Alaska cruise operations.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Fehmi Ben Naamane

Johanna Jourdain

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