异动解读 | 挪威邮轮盘前大涨10.90%,邮轮需求反弹维持全年盈利预期

异动解读
31 Jul

挪威邮轮(NCLH)今日盘前大涨10.90%,股价表现强劲。这一涨幅主要受到公司维持全年盈利预期以及邮轮需求反弹的利好消息推动。

根据公司最新财报,尽管第二季度业绩略低于预期,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,显示出邮轮度假需求在年初疲软后出现明显反弹。

虽然第二季度总收入为25.2亿美元,低于预期的25.6亿美元,调整后每股收益为51美分,也比预期低1美分,但公司的12个月远期预订头寸在4月初走软之后已经超过了历史水平。这表明尽管宏观经济环境存在不确定性,富裕消费者对邮轮度假的需求仍然强劲。投资者对公司的长期增长前景保持乐观,推动股价大幅上涨。

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