Report
Fehmi Ben Naamane ...
  • Johanna Jourdain

Carnival : Nouvelle déception sur la guidance 2019, ton toujours prudent sur l’Europe associé à un manque de visibilité à court terme. Neutre vs Achat

>Résultats T2 2019 au-dessus de la guidance - Carnival a publié (en avance) des résultats T2 2019 supérieurs à sa guidance, avec un BPA de 0.66 $, (guidance 0.56/0.60 $) qui a bénéficié d’une hausse des dépenses à bord (+2%) et d’un timing favorable de dépenses (vs autres trimestres) malgré l’impact négatif des variations de change et de la hausse du prix du fuel qui ont pesé à hauteur de 0.09 $ dans le BPA. La croissance des yields atteint 0.6% (vs guidance stable) e...
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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