异动解读 | 挪威邮轮盘中大涨14%,维持全年盈利预期且需求反弹

异动解读
Jul 31

挪威邮轮控股有限公司(Norwegian Cruise Line Holdings,股票代码:NCLH)今日盘中大涨14%,引发市场广泛关注。这一显著涨幅主要受到公司最新财报及未来展望的积极影响。

根据公司发布的第二季度财报,尽管业绩略低于市场预期,但挪威邮轮仍然维持了其全年调整后每股收益预期为2.05美元,高于分析师预期的2.02美元。公司第二季度总收入为25.2亿美元,同比增长6.1%,但略低于预期的25.6亿美元。调整后每股收益为51美分,比去年同期的40美分有所提高,但比分析师预期低1美分。

尽管第二季度业绩未完全达到预期,但投资者对公司的未来前景保持乐观。挪威邮轮首席执行官哈里·萨默表示,近几个月的预订量超过了历史水平,船上消费也持续强劲。公司12个月的远期预订头寸在4月初走软之后已经出现明显反弹,显示出邮轮度假需求正在恢复。这一积极趋势表明,尽管宏观经济环境存在不确定性,但富裕消费者对邮轮旅游的兴趣依然浓厚。公司维持全年盈利预期不变,进一步增强了市场信心,推动股价大幅上涨。

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