Carnival : Bonne dynamique de réservations mais faible visibilité sur 2023 ; sous-performance, OC abaissé à 950p (vs 1 300p)
>Des résultats opérationnels médiocres au T2 - Carnival a publié des résultats T2, plutôt mauvais, puisque la perte nette annuelle ajustée est ressortie à 1.9 Md$, comparée à des attentes du consensus à -1.3 Md$ en moyenne (fourchette entre -1.1 Md$ et -1.6 Md$). Cette perte est inchangée par rapport au T1, malgré des revenus en hausse de 50% qoq, tirés par des taux d’occupations à 69% (contre 54% au T1). Ainsi le niveau de revenu groupe, à 2.4 Md$, ressort moitié moi...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.
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.
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