Norwegian Cruise Line Holdings Ltd.

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  • Tue, Feb. 2, 11:32 AM
    | Tue, Feb. 2, 11:32 AM | 2 Comments
  • Thu, Jan. 28, 5:38 PM
    | Thu, Jan. 28, 5:38 PM | 6 Comments
  • Thu, Jan. 28, 11:38 AM
    • The spread of the Zika virus in the Americas could have an impact on the cruise line sector.
    • Royal Caribbean (RCL -3.8%), Carnival (CCL -2.9%), and Norwegian Cruise Line Holdings (NCLH -4%) have already gotten in front of the development by announcing that pregnant women can reschedule cruises to destinations impacted by the virus.
    • The World Health Organization issued a stark assessment of the virus earlier today.
    • Previously: WHO issues warning on Zika virus (Jan. 28 2016)
    | Thu, Jan. 28, 11:38 AM
  • Sat, Jan. 2, 9:48 AM
    • The cruise line sector is expected to have another banner year in 2016 off strong global demand.
    • Carnival (CCL, CUK), Royal Caribbean (NYSE:RCL), and Norwegian Cruise Line Holdings (NASDAQ:NCLH) all smashed broad market averages last year with net revenue yields boosted by higher pricing and onboard spending. Strong booking trends and lower fuel costs also played in.
    • Barron's sees +20% gains this year in the sector due to the favorable trends. All eyes now turn to China where several operators expect capacity growth to start paying off in the undersaturated market. Early indications are that wealthy Chinese consumers are taking to the leisure cruise concept.
    • Carnival trades with a forward price-to-earnings ratio of 14, while Norwegian at 15.5 and Royal Caribbean at 16.3 are both reasonably valued. All three are seen delivering +10% operating margins this year.
    • Barron's taps Carnival to show the biggest gain in the sector. Carnival also offers investors the highest dividend of the trio with a 2.2% yield.
    • Related: $2 gas leads to bump for consumer playtime stocks (Dec. 30, 2015)
    | Sat, Jan. 2, 9:48 AM | 8 Comments
  • Dec. 15, 2015, 7:08 AM
    • Norwegian Cruise Line Holdings (NASDAQ:NCLH) sets the pricing of a secondary public offering of 10.3M shares at $57.65 per share.
    • The secondary is on the behalf of a selling shareholder, meaning the company won't receive any of the proceeds.
    • NCLH closed at $59.46 yesterday vs. a 52-week trading range of $42.54 to $64.27.
    | Dec. 15, 2015, 7:08 AM
  • Dec. 14, 2015, 8:20 AM
    | Dec. 14, 2015, 8:20 AM
  • Dec. 14, 2015, 7:40 AM
    • Added to the Nasdaq 100 (NASDAQ:QQQ), effective Dec. 21 will be: Ctrip (NASDAQ:CTRP), Endo International (NASDAQ:ENDP), Expedia (NASDAQ:EXPE), Maxim Integrated (NASDAQ:MXIM), Norwegian Cruise Lines (NASDAQ:NCLH), T-Mobile (NASDAQ:TMUS), and Ulta Salon (NASDAQ:ULTA).
    • To be removed: C.H. Robinson (NASDAQ:CHRW), Expeditors International (NASDAQ:EXPD), Keurig Green Mountain (NASDAQ:GMCR), Garmin (NASDAQ:GRMN), Staples (NASDAQ:SPLS), VimpelCom (NASDAQ:VIP), and Wynn Resorts (NASDAQ:WYNN). Also to be removed: LiLAC Class A Shares (NASDAQ:LILA), and LiLAC Class C Shares (NASDAQ:LILAK).
    • Source: Press Release
    | Dec. 14, 2015, 7:40 AM | 10 Comments
  • Dec. 10, 2015, 9:11 AM
    • Shares of Norwegian Cruise Line Holdings (NASDAQ:NCLH) are on watch after Citi adds the company to its focus list.
    • The investment firm thinks trends in Europe and North America are working in the cruise line operator's favor.
    • Yesterday, Goldman Sachs took the other side of the NCLH trade.
    | Dec. 10, 2015, 9:11 AM
  • Dec. 9, 2015, 12:01 PM
    • Norwegian Cruise Line Holdings (NCLH -3.2%) slips after Goldman Sachs downgrades the stock to a Sell rating from Neutral.
    • The call is based off the expectation that net yields at Norwegian could be pressured by higher costs related to China and a two-week drydock of Pride of America.
    • GS sets a $50 price target on the cruise line operator.
    | Dec. 9, 2015, 12:01 PM | 1 Comment
  • Nov. 25, 2015, 9:26 AM
    • The average price for a gallon of gas in the U.S. has now dropped to $2.06 per gallon - a mark that is 27% lower than where gas prices stood heading into the holiday period last year. Despite the extra dollars in the wallets of consumers, most forecasts for holiday retail sales are on the modest side (below 4%).
    • The extended period of sub-$3 gas prices in the U.S. hasn't exactly lit consumer spending across broad retail on fire (just ask Wal-Mart) - although it has stoked auto sales for the Detroit Three (GM, F, FCAU). The regional casino sector (ISLE, PENN, BYD, ERI, MTN, MCRI) and cruise line stocks (NCLH, RCL) have also benefited more than major chain stores. Some have suggested that lower gas prices are also an understated driver for Starbucks (NASDAQ:SBUX) and Netflix (NASDAQ:NFLX) which both score high on customer stickiness.
    • What next? Seeking Alpha's Stock Pitch Contest on retail is still open until November 30 amid the reset on consumer spending expectations. Current long ideas include PLAY, FRAN, CASY, SKX, WMT, PSUN, HGG, PRTY, TJX, TA, VSTO - while short bets on WMAR, TIF, RT, AMZN, UA, LB, and OUTR are on record.
    | Nov. 25, 2015, 9:26 AM | 49 Comments
  • Nov. 9, 2015, 9:56 AM
    • "We have significant available liquidity beyond the planned investment in the expansion of our fleet," says Lindblad Expeditions (LIND +2.1%) COO and CFO Ian Rogers, as the company - alongside its Q3 results - announces a $20M share/warrant repurchase program.
    • Q3 tour revenue of $58.6M up 13.8% Y/Y. Adjusted EBITDA of $15.8M up 16.2%. Company says its on track to meet its full-year 2015 guidance, and sees early indicators of a strong booking pace for 2016 - 63% of ticket revenue for 2016 booked as of Oct.15 vs. 61% a year ago.
    • Lindblad has an LOI for two new ships to be built, with expected deliveries in Q2 of 2017 and 2018.
    • John McLain will join as new CFO, effective tomorrow, allowing Ian Rogers to focus on COO duties.
    • SA author and Lindblad bull Dane Capital Management notes Lindblad has had a nice run higher since bottoming out in late August, but competitors RCL and NCLH have had even bigger moves. The two larger companies trade at 15x enterprise value/EBITDA vs. LIND at 10x.
    • LIND's balance sheet affords not just the buyback and two new ships, but also the opportunity for bolt-on acquisitions, says Dane. It's an inexpensive growth story, currently ignored, but maybe about to change as sell-side coverage could soon begin.
    | Nov. 9, 2015, 9:56 AM
  • Nov. 3, 2015, 8:04 AM
    • Norwegian Cruise Lins Holdings (NASDAQ:NCLH) leaned on higher prices to grow EPS by 22% in Q3,
    • On a reported basis, adjusted net yield rose 19.8% as the acquisition of Prestige factored into the comparison.
    • The company's fuel spend fell 12% to $566 per metric ton.
    • Guidance: The company expects 2015 EPS of $2.85 to $2.90 vs. $2.90 consensus. Q4 EPS is forecast to be $0.45 to $0.50 vs. $0.54 consensus.
    • Previously: Norwegian Cruise Line Holdings beats by $0.01, misses on revenue (Nov. 03 2015)
    • NCLH -1.98% premarket to $62.50.
    | Nov. 3, 2015, 8:04 AM | 1 Comment
  • Nov. 3, 2015, 7:11 AM
    • Norwegian Cruise Line Holdings (NASDAQ:NCLH): Q3 EPS of $1.35 beats by $0.01.
    • Revenue of $1.28B (+41.1% Y/Y) misses by $10M.
    | Nov. 3, 2015, 7:11 AM
  • Nov. 2, 2015, 5:30 PM
    | Nov. 2, 2015, 5:30 PM | 7 Comments
  • Oct. 12, 2015, 6:59 AM
    • Norwegian Cruise Line Holdings (NASDAQ:NCLH) announces it it will enter the China cruise market in 2017.
    • The company is building a ship designed for the China market which will be the second in its Breakaway Plus line.
    • Local offices in Hong Kong, Beijing, and Shanghai have also been opened by Norwegian to support its push into the region.
    | Oct. 12, 2015, 6:59 AM
  • Oct. 1, 2015, 8:33 AM
    | Oct. 1, 2015, 8:33 AM | 8 Comments
Company Description
We are a leading global cruise line operator, offering cruise experiences for travelers with a wide variety of itineraries in North America (including Alaska and Hawaii), the Mediterranean, the Baltic, Central America, Bermuda and the Caribbean. We strive to offer an innovative and... More
Sector: Services
Industry: Shipping
Country: United States