Report
Fehmi Ben Naamane ...
  • Johanna Jourdain

Carnival : Désormais beaucoup plus de garanties sur la performance opérationnelle ; Neutre (vs Sous-performance), OC à 1150 p

>Le momentum positif continue, chiffres T2, légèrement au-dessus des attentes - Carnival a publié hier en cours de séance des résultats du T2 2024 (à fin mai) légèrement au-dessus des attentes et confirme, comme ce fut le cas lors des résultats du T1, le bon momentum du secteur des croisiéristes. Sur la performance opérationnelle, on notera une croissance des revenus groupe de 18% yoy à 5.78 Md$, soit 2% supérieurs au consensus (i.e. FactSet), portée par des hausses d...
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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