A maeʻa le tau o faʻamaʻi matagi, o loʻo faʻatau atu oloa faʻatauvaʻa, o le tala lea a Stifel

"Matou te tumau pea le faʻamalosi i luga o le alamanuia vaʻavaʻa mo le vaʻaiga lelei o sapalai umi o loʻo faʻaauau pea ona matou talitonu o loʻo le amanaʻia e le aufaipisinisi i lenei taimi," na tusia ai e le au suʻesuʻe a Stifel Steven Wieczynski i se tusi. O le kamupani suʻesuʻe talu ai nei na talimalo ai i le aufaipisinisi mo lana taʻamilosaga taʻavale a South Florida Cruise, lea na faʻaalia ai fonotaga ma le pulega a le Norwegian Cruise Line Holdings Ltd.
NCLH,
-2.21%,
Carnival Corp.
CCL,
-1.81%,
Royal Caribbean Vaega
RCL,
-1.21%
ma OneSpaWorld Holdings Ltd.
OSW,
-1.05%.

"Matou te talitonu i le agai i luma, o le a i ai le pisinisi folau atoa i se tulaga e mafai ai ona pa'ū le tuputupu aʻe o sapalai i se tulaga e leʻi tupu muamua i luga o se taimi umi e leʻi molimauina muamua e le alamanuia," o le faaopoopo lea a Wieczynski.

Faatatau: Ole tusi ma le gafatia ole Norwegian Cruise Line o loʻo agai i le itu saʻo, fai mai tagata suʻesuʻe

O lo'o iai fa'atauga a Stifel mo Norwegian, Carnival, Royal Caribbean ma OneSpaWorld.

"O lenei malaga na toe pei o taimi tuai ona o le au fai folau uma (ma le OSW) na tuʻuina atu faʻamatalaga faʻamalosia / manaʻoga aʻo malosi le latou tau," na tusia ai Wieczynski.

O le vaiaso talu ai Norwegian lipotia ose tupe gau lona fa-kuata lautele, e ui lava o tupe maua na maualuga atu nai lo le tala. Fai mai le kamupani va'a o lo'o tatala a latou atotupe mo femalagaaiga i le taimi nei ma le lumana'i.

Royal Caribbean Group talu ai nei fai o fa'amaumauga e "matua" sili atu nai lo tulaga o le fa'ama'i. Ma ia Tesema, na misia e Carnival Corp. tupe maua mo le 11th quarter straight ae lipotia ose tupe pa'u lona fa-kuata e la'ititi nai lo le fa'amoemoe ma, ia Ianuari, na fai mai o lana tupe totogi Holland America Line na vaaia tusi resitala, i le mea na vaʻaia o se faʻailoga lelei mo le "vaitaimi o galu." Ole taimi maualuga mo le fa'alauiloaina o folauga, vaitau o galu e tupu ile kuata muamua.

Faitau nei: O fa'atauga a le Royal Caribbean e o'o i le 9-masina le maualuga ona o tusi fa'amauina i luga o le maualuga o le fa'ama'i

"E ui o loʻo tumau pea le le mautonu o le aufaipisinisi e toe oso i tua i vaʻa vaʻavaʻa ona o le le mautonu i le umi o manaʻoga / tau / leverage, matou te talitonu talu ai o le folauga ua toe foʻi i le masani, o le a amata ona toe taulaʻi atu le aufaipisinisi i igoa o vaʻa i le faʻamoemoe o le maualalo. sapalai le siosiomaga i lalo o le auala," na tusia ai e Wieczynski.

O le fa'asoa a Nouei e 31.5% i lenei tausaga, o le Carnival e 35.8%, o le Royal Caribbean e 49% ma le OneSpaWorld e 21%, e sili atu nai lo le S&P 500.
SPX,
-1.53%
maua e 4% i le vaitaimi lava e tasi.