Carnival : Normalisation en cours, encore très peu de visibilité sur 2025 (notamment sur le pricing). Neutre maintenu, OC ajusté à 1300 p
>Un T3 2024 légèrement au-dessus des attentes. Très bonne tenue des prix - La publication trimestrielle de Carnival aura été de très bonne facture, avec des chiffres qui ont légèrement surpassés, aussi bien les guidances société, que les attentes des analystes. Dans le détail, on notera la très forte croissance des revenus de 15% yoy, portés par les prix qui progressent de 8.7% à dollar constant sur le trimestre (vs une guidance à +8.0%) contre une hausse de 12% au T2...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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