0757 ET —— 据William Blair发布的一份报告指出,嘉年华邮轮(Carnival)在第三季度的每股收益(EPS)表现上,或许存在温和超预期的可能。这一乐观判断源于其收益率的出色表现,远超预期,足以弥补燃油成本上升带来的负面影响。分析师Sharon Zackfia与Francis Tian预计,该公司的净收益率将攀升约2%,这一数字高于华尔街普遍预测的1%增幅。背后推手则是临期预订需求的意外强劲,以及船上消费支出持续保持旺盛态势。他们进一步指出,这种积极的上行势头,即便在燃油价格持续高企、对盈利构成压力的背景下,也为嘉年华在全年净收益率展望上提供了潜在的向上调整空间。据悉,嘉年华邮轮计划于9月29日对外公布其第三季度财务业绩。
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