Carnival: Smooth Sailing Ahead (Archive)

Peak occupancy, rising pricing and fuel efficiency upgrades support an attractive valuation-driven Buy rating.

Carnival: Smooth Sailing Ahead (Archive)

This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.

Elevator Pitch

  • Peak occupancy, higher pricing and increasing onboard spend is leading to upgrades in the earnings outlook.
  • There are indications of greater fuel consumption efficiency. Investments in new ships over the next 10 years can drive long-term gross margin improvement via energy efficiency.
  • Valuations are at an attractive 11.5% discount vs comps.
  • Technicals vs the S&P500 point toward an early bullish reversal sign in-the-making.
  • Customer deposit levels are a key monitorable as it is a leading indicator of revenues and a mostly coincident indicator of bookings.

Read the full article here.

Disclosures and Disclaimers

Past performance ≠ future results. Not investment advice. See full Disclaimer.