Norwegian Cruise Line Holdings Ltd.

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  • Tue, Feb. 9, 10:35 AM
    • Cruise line stocks are scrapping out gains as they look to recover from a dismal start to the year. Carnival (CCL +0.5%), Royal Caribbean (RCL +2.1%), and Norwegian Cruise Line Holdings (NCLH +0.8%) are all moderately higher
    • Beyond the headline macroeconomic news that can impact demand, cruise line operators are working through concerns over the Zika virus in the Caribbean.
    • Positive drivers in the sector include the long-term potential in China, the low oil price environment, and premium pricing.
    • YTD pain: Carnival -23%, Norwegian Cruise Line Holdings -34%, Royal Caribbean -33%.
    | Tue, Feb. 9, 10:35 AM | 4 Comments
  • Tue, Feb. 2, 11:32 AM
    | Tue, Feb. 2, 11:32 AM | 3 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
  • 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. 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
  • May 20, 2015, 8:25 AM
    • Shares of Norwegian Cruise Line Holdings (NASDAQ:NCLH) are lower in early action after one of the company's ships struck a reef off the coast of Bermuda.
    • The company says a temporary malfunction of the steering system is to blame for the mishap.
    • Previously: Norwegian Cruise Line Holdings ship stuck after striking reef (May. 19 2015)
    • NCLH -3.75% premarket to $55.15.
    | May 20, 2015, 8:25 AM
  • May 19, 2015, 5:40 PM
    | May 19, 2015, 5:40 PM
  • Apr. 20, 2015, 10:50 AM
    | Apr. 20, 2015, 10:50 AM
  • Mar. 27, 2015, 9:46 AM
    | Mar. 27, 2015, 9:46 AM
  • Mar. 6, 2015, 8:16 AM
    • Norwegian Cruise Line Holdings (NASDAQ:NCLH) announces the launch of a 12.5M share secondary offering on the behalf of a selling shareholder.
    • The company won't receive proceeds from the deal.
    • Average daily trading volume on NCLH is 1.39M shares.
    • SEC filing
    • NCLH -1.11% premarket.
    | Mar. 6, 2015, 8:16 AM
  • Feb. 24, 2015, 9:06 AM
    • UBS upgrades Norwegian Cruise Line Holdings (NASDAQ:NCLH) to a Buy rating from Neutral.
    • The investment firm sets a price target of $55.
    • Last week, Norwegian gave a favorable outlook on booking demand.
    • NCLH +1.34% premarket to $48.50 vs. 52-week high of $48.61.
    | Feb. 24, 2015, 9:06 AM
  • Feb. 18, 2015, 11:01 AM
    • Norwegian Cruise Line Holdings (NCLH +3%) trades higher after topping estimates with its Q4 report.
    • The company's full-year guidance exceeded expectations as well.
    • 2015 EPS of $2.70-$2.90 expected vs. $2.72 consensus.
    | Feb. 18, 2015, 11:01 AM
  • Dec. 18, 2014, 10:17 AM
    • Wells Fargo thinks it will be several years before the cruise line sector benefits from the thawing of U.S. relations with Cuba.
    • The investment firm isn't the only one sounding a warning that the sector got ahead of itself with excitement over the Cuba trade.
    • The sector is under-performing on the day with a couple of downgrades impacting sentiment.
    • Cruise line stocks: Royal Caribbean (NYSE:RCL) -0.4%, Norwegian Cruise Line Holdings (NASDAQ:NCLH) -0.3%, Carnival (NYSE:CCL) +0.6%.
    | Dec. 18, 2014, 10:17 AM
  • Dec. 17, 2014, 12:27 PM
    • While travel to Cuba strictly for tourism purposes remains prohibited for now, the U.S. is now allowing visits for a long list of other reasons, including family visits, journalistic activity, professional research, and educational and recreational activities.
    • Also as part of the deal, American travelers will be allowed to import $400 worth of Cuban goods, including up to $100 of tobacco products. The products will not be allowed to be resold.
    • This two-year-old profile of Thomas Herzfeld and his Caribbean Basin Fund (CUBA +35.8%) will be of interest. At the time of the article the fund held stakes in a number of companies who would likely see brisk additional business from an opening to Cuba, along with a number of securities - currently valued at zero thanks to the Castro's confiscations - which could rise from the ashes.
    • One sector of interest is cruise ship operators: Royal Caribbean (RCL +3.4%), Carnival (CCL +2.7%), Norwegian Cruise (NCLH +1.6%).
    • Other holdings of CUBA at the time of the article: Seaboard (SEB +0.7%) and Watsco (WSO +0.6%).
    • Previously: U.S. and Cuba move to normalize diplomatic relations (Dec. 17, 2014)
    | Dec. 17, 2014, 12:27 PM | 19 Comments
  • Dec. 11, 2014, 3:54 PM
    • Shares of Norwegian Cruise Line Holdings (NCLH -2.4%) trade lower amid reports of a fatal fire on an Oceania Cruises ship.
    • The company acquired the parent of Oceania in September.
    | Dec. 11, 2014, 3:54 PM
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