Norwegian Cruise Line Holdings Ltd.NASDAQ
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  • Yesterday, 1:48 AM
    • Following the first U.S. airline flights to Havana last week, two American cruise lines have received permission from the Cuban government to begin trips to the island next year.
    • Royal Caribbean and Norwegian (NASDAQ:NCLH) said the Cuba stops would comply with regulations enforced by the Treasury Department and the trips would involve activities that fall under the U.S. "people-to-people" exchange license.
    | Yesterday, 1:48 AM
  • Tue, Dec. 6, 8:32 AM
    • Norwegian Cruise Lines (NASDAQ:NCLH) is Credit Suisse's new top leisure pick. Price target of $45 implies 15% upside.
    • "With extremely low expectations into 2017, and positive channel checks / forward mgmt. commentary, we are positive on NLCH into 2017 and believe investors should own into 4Q16. In our view, NCLH is well positioned to benefit from a resurgence of North American visitation to Europe for two reasons: (1) compared to peers, NCLH has the highest exposure to North American sourced European itineraries, and (2) while capacity in the European region is expected to decline next year, NCLH is increasing its exposure in Europe."
    • CS removes SIX from list ("we see better opportunities elsewhere").
    • MTN moves to #2 from #3 on robust pricing power and margin improvement.
    • VAC moves to #3 from #1. Firm says short theses surrounding timeshare industry have pressured VAC, but notes recent takeout bid for DRII lends credibility to the industry.
    | Tue, Dec. 6, 8:32 AM
  • Thu, Dec. 1, 4:27 AM
    • A new batch of companies may soon be able to operate in Cuba if the Obama administration can persuade Havana to finalize agreements before Donald Trump takes office, WSJ reports.
    • If the White House succeeds, Google (GOOG, GOOGL), General Electric (NYSE:GE), Norwegian Cruise Line (NASDAQ:NCLH), Royal Caribbean (NYSE:RCL) and Pearl Seas Cruises could all announce deals in the upcoming weeks.
    | Thu, Dec. 1, 4:27 AM | 35 Comments
  • Mon, Nov. 28, 8:44 AM
    • The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) is higher by 16.3% in premarket action after the dictator's passing over the weekend. Premarket volume of about 167K shares is already six times the normal full-day average.
    • For now, the fund invests in companies likely to benefit from a more open Cuban economy.
    • Among the holdings: Mastec (NYSE:MTZ), Royal Caribbean (NYSE:RCL), Carnival Corp. (NYSE:CCL), Nextera Energy (NYSE:NEE), Norwegian Cruise (NASDAQ:NCLH), Copa Holdings (NYSE:CPA).
    | Mon, Nov. 28, 8:44 AM
  • Wed, Nov. 23, 10:43 AM
    • Carnival (CCL +0.5%) is upgraded to Outperform from Market Perform while Norwegian Cruise Line (NCLH -0.9%) is downgraded to Market Perform from Outperform at Bernstein.
    • The firm says CCL's results and forward trends exhibit a “remarkable stability,” maintaining or raising its net revenue yield growth guidance through the year despite a tough operating environment, and CCL has announced several strategic initiatives which could boost yields and drive incremental demand going forward.
    • While NCLH is poised to benefit from any positive industry dynamics, the recent run up in its share price leaves the risk/reward profile more balanced, Bernstein says.
    • The firm raises its stock price target for CCL to $63 from $52 while cutting the target for NCLH to $43 from $45.
    | Wed, Nov. 23, 10:43 AM | 3 Comments
  • Wed, Nov. 9, 10:09 AM
    • Norwegian Cruise Line Holdings (NCLH -6%) reports adjusted net yield rose 3.4% on a constant currency basis in Q3 primarily due to improved pricing.
    • Passenger ticket revenue increased 13.1% to $1.07B.
    • Onboard and other revenue up 22.6% to $412.92M.
    • The occupancy rate squeezed 290 bps to 111% during the quarter.
    • Fuel price per metric ton slipped 11.5% Y/Y.
    • Operating margin rate improved 400 bps to 27.9%.
    • Q4 Guidance: Adjusted Net Yield: ~2.25% on constant currency; Adjusted EPS: $0.53 to $0.57.
    • FY2016 Guidance: Adjusted Net Yield: ~1.75% on constant currency; Adjusted EPS: $3.38 to $3.42.
    | Wed, Nov. 9, 10:09 AM | 3 Comments
  • Wed, Nov. 9, 7:08 AM
    • Norwegian Cruise Line Holdings (NASDAQ:NCLH): Q3 EPS of $1.62 beats by $0.03.
    • Revenue of $1.48B (+15.6% Y/Y) misses by $10M.
    • Press Release
    | Wed, Nov. 9, 7:08 AM
  • Tue, Nov. 8, 5:30 PM
  • Fri, Oct. 28, 12:00 PM
    • Norwegian Cruise Line Holdings (NCLH +5.9%) and Carnival (CCL +3.9%) are both higher after a strong earnings report was posted by Royal Caribbean Cruises (RCL +10.1%) this morning.
    • During Royal's conference call, management confidently stated that it sees upside potential in all of the company's markets.
    • As called out by many SA users, concerns that Zika would drive down demand significantly appear to have been overblown.
    • Previously: Royal Caribbean Cruises beats by $0.10, misses on revenue (Oct. 28)
    • Previously: Net yields improve at Royal Caribbean (Oct. 28)
    | Fri, Oct. 28, 12:00 PM | 5 Comments
  • Thu, Oct. 27, 7:45 AM
    • Shares of Norwegian Cruise Line Holdings (NASDAQ:NCLH) are on watch after JPMorgan downgrades the cruise line operator to Neutral from Overweight.
    • NCLH -0.97% premarket to $37.60.
    | Thu, Oct. 27, 7:45 AM | 2 Comments
  • Wed, Oct. 19, 7:35 AM
    • SunTrust's Patrick Scholes throws in the towel on NCLH after a recent pricing survey indicates a broad-based slowdown across all global regions. The company's pricing went to negative 1.5% in September from positive 1.3% in August, says Scholes, and has now been decelerating every month since April.
    • NCLH's high-end Prestige brands were especially weak and it appears pricing for Regent Seven Seas took another leg down, something not reflected in August's earnings guidance.
    • He downgrades to Hold from Buy and cuts the PT to $43 from $52. Shares -1% to $38.25.
    | Wed, Oct. 19, 7:35 AM | 2 Comments
  • Fri, Oct. 14, 10:42 AM
    | Fri, Oct. 14, 10:42 AM | 11 Comments
  • Fri, Oct. 14, 7:40 AM
    • Wedbush Securities cuts Norwegian Cruise Line Holdings (NASDAQ:NCLH) to a Neutral rating after having the cruise line operator set at Outperform.
    • The investment firm lowers its price target to $45 from $53.
    • "The recent trend in our proprietary pricing analysis has been a decidedly negative one, precipitating our downgrade," writes analyst James Hardiman.
    • NCLH -0.19% premarket to $37.72.
    | Fri, Oct. 14, 7:40 AM
  • Wed, Oct. 5, 11:49 AM
    • Norwegian Cruise Line Holdings (NCLH -1.4%) slips after UBS downgrades the cruise line stock to Neutral from Buy.
    • The investment firm chops its price target down to $42 from $54 after factoring in lower earnings estimates.
    • Pricing checks by UBS indicated some weakness: "Our channel checks find some price offers as low as $279 for 7-day Carib cruises in late Q3 and for Q4 – with NCLH using price cuts, not just softer promotional tools like noncash value-adds. From our channel checks, NCLH seems to be under more pressure for Carib Q4 than other brands."
    | Wed, Oct. 5, 11:49 AM
  • Tue, Sep. 27, 11:06 AM
    • There's a positive vibe in the cruise line sector a day after Carnival (CCL +3.8%) reported pleasing numbers yesterday.
    • Carnival execs said Zika was hardly a factor during the earnings call as they noted first-half 2017 bookings are ahead of last year's pace.
    • CCL on Zika: "We’ve seen no material impact from Zika. We didn't get any cancelations or they’re not enough to mention. We didn't see any impact on booking volume or timing or anything."
    • Norwegian Cruise Line Holdings (NCLH +2.4%) and Royal Caribbean (RCL +2.5%) are both following their peer higher.
    • Carnival earnings call transcript
    • Previously: Carnival beats by $0.03, beats on revenue (Sept. 26)
    • Previously: Shares of Carnival backtrack despite solid guidance (Sept. 26)
    | Tue, Sep. 27, 11:06 AM | 1 Comment
  • Fri, Sep. 9, 7:33 AM
    • Bernstein launches coverage on Norwegian Cruise Line Holdings (NASDAQ:NCLH) with an Outperform rating on a call tied to valuation. Norwegian fell to a 52-week low yesterday.
    • The investment firm assigns a price target of $44 to the cruise line stock.
    • Shares of NCLH are up 0.52% premarket to $34.58 vs. a 52-week range of $34.36 to $64.27.
    | Fri, Sep. 9, 7:33 AM | 4 Comments