Carnival PLC

Carnival is a leisure travel and cruise company. Co. operates over 100 cruise ships within a portfolio of global, regional and national cruise brands that sell tailored cruise products, services and vacation experiences. Co.'s North America cruise brands include Carnival Cruise Line, Princess Cruises, Holland America Line, and Seabourn. Co. also has a Cruise Support segment that represents its portfolio of port destinations and private islands, which are operated for the benefit of its cruise brands. In addition to its cruise operations, Co. owns Holland America Princess Alaska Tours, the tour company in Alaska and the Canadian Yukon, which complements Co.'s Alaska cruise operations.
  • TickerCCL
  • ISINGB0031215220
  • ExchangeLondon Stock Exchange
  • SectorTravel & Leisure
  • CountryUnited Kingdom

Analysts

Carnival Corporation: Update to Discussion of Key Credit Factors

Carnival benefits from its large scale, solid metrics and very good liquidity. Strong demand for cruises will offset additional capacity for at least the next two years.

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Delphine Brault
  • Emira Sagaama
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/20/2019

We feel that Bouygues’ stock-market performance reflects unwarranted negative sentiment: (i) prospects in construction overshadowed by an excessive response to the profit warning (€ 1.9bn in market cap wiped out for € 123m in one-offs); (ii) resilience in telecoms, with a growth driver in B2B; (iii) generous dividend from Alstom in the coming year (€ 6.5 per share); and (iv) a low in the TF1 share price. With a FCF yield of 9% and a dividend yield of 5.8%, it is a good deal and a rare...

Alain William ...
  • Anis Zgaya
  • Charles Lepetitpas
  • Christophe Chaput
  • Emira Sagaama
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 02/20/2019

...

Alain William ...
  • Anis Zgaya
  • Charles Lepetitpas
  • Christophe Chaput
  • Emira Sagaama
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 20/02/2019

...

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Delphine Brault
  • Emira Sagaama
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 20/02/2019

Le parcours de Bouygues témoigne, selon nous, d’un sentiment injustement dégradé : 1/ perspectives en construction occultées par un warning surjoué (1.9 Md€ effacés pour 123 M€ de one-off) ; 2/ résilience des télécoms et relai de croissance en B2B; 3/ généreux dividende d’Alstom dans l’année (6.5 €e/titre) ; 4/ TF1 à ses plus bas. Avec 9% de FCF yield et 5.8% de rendement, l’affaire est bonne et l’occasion rare. Achat réitéré, OC 44 €. Cf. étude publiée ce jour. - ...

Carnival Corporation: Update to Discussion of Key Credit Factors

Carnival benefits from its large scale, solid metrics and very good liquidity. Strong demand for cruises will offset additional capacity for at least the next two years.

Carnival Corporation - August 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Carnival Corporation - May 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Carnival Corporation - August 2017 (LTM): Peer Snapshot

Peer Snapshot: Carnival  Corporation - August 2017 (LTM) 24 October 2017 (in US millions) FYE Nov-15 FYE Nov-16 LTM Aug-17 FYE Oct-15 FYE Oct-16 LTM Jul-17 FYE Sep-15 FYE Oct-16 LTM

Carnival Corporation - May 2017 (LTM): Peer Snapshot

Peer Snapshot: Carnival Corporation - May 2017 (LTM)   9 August 2017 (in US millions) FYE Nov-15 FYE Nov-16 LTM May-17 FYE Oct-15 FYE Oct-16 LTM Apr-17 FYE Sep-15 FYE Oct-16 LTM

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Delphine Brault
  • Emira Sagaama
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/20/2019

We feel that Bouygues’ stock-market performance reflects unwarranted negative sentiment: (i) prospects in construction overshadowed by an excessive response to the profit warning (€ 1.9bn in market cap wiped out for € 123m in one-offs); (ii) resilience in telecoms, with a growth driver in B2B; (iii) generous dividend from Alstom in the coming year (€ 6.5 per share); and (iv) a low in the TF1 share price. With a FCF yield of 9% and a dividend yield of 5.8%, it is a good deal and a rare...

Alain William ...
  • Anis Zgaya
  • Charles Lepetitpas
  • Christophe Chaput
  • Emira Sagaama
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 02/20/2019

...

Alain William ...
  • Anis Zgaya
  • Charles Lepetitpas
  • Christophe Chaput
  • Emira Sagaama
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 20/02/2019

...

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Delphine Brault
  • Emira Sagaama
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 20/02/2019

Le parcours de Bouygues témoigne, selon nous, d’un sentiment injustement dégradé : 1/ perspectives en construction occultées par un warning surjoué (1.9 Md€ effacés pour 123 M€ de one-off) ; 2/ résilience des télécoms et relai de croissance en B2B; 3/ généreux dividende d’Alstom dans l’année (6.5 €e/titre) ; 4/ TF1 à ses plus bas. Avec 9% de FCF yield et 5.8% de rendement, l’affaire est bonne et l’occasion rare. Achat réitéré, OC 44 €. Cf. étude publiée ce jour. - ...

Fehmi Ben Naamane ...
  • Johanna Jourdain

ODDO : Slight dip in European hotel segment in January

>Growth of +3.0% in RevPAR in January in Europe - STR, a provider of hotel performance data in Europe, has just published the performance figures for hotels in the main European markets for January, a particularly significant month for corporate demand. RevPAR in western Europe (which encompasses the main markets except for the UK) rose +3.0% over the period, reflected a slight deceleration relative to December at +5.0% and compared with the 2018 average of +4.5%. The...

1 director sold

A director at Carnival PLC sold 46,290 shares at 56.931USD and the significance rating of the trade was 88/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board m...

Fehmi Ben Naamane ...
  • Johanna Jourdain

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/21/2018

...

Fehmi Ben Naamane ...
  • Johanna Jourdain

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 21/12/2018

...

Fehmi Ben Naamane ...
  • Harald Eggeling
  • Johanna Jourdain
  • Louis Boujard
  • Philippe Ourpatian

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/28/2018

Given the differential between reported cashflows and cashflows really controlled, top management are going to have to offload the least cash-generative assets and reallocate capital. Following the steep drop in our stock sample’s share prices, we think it is (high) time to take up positions again in order to play the asset rotation theme. HeidelbergCement replaces CRH as our Top Pick. Cf. sector report published today. - ...

Fehmi Ben Naamane ...
  • Harald Eggeling
  • Johanna Jourdain
  • Louis Boujard
  • Philippe Ourpatian

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/09/2018

Face au différentiel entre les cash-flows publiés et réellement « contrôlés », la mission du management des sociétés consistera à se délester des actifs les moins générateurs de cash et à réallouer les capitaux. Après la forte baisse de notre échantillon de valeurs en Bourse, nous pensons qu’il est temps de se repositionner pour jouer les rotations d'actifs. HeidelbergCement remplace CRH comme Top Pick. Cf. étude publiée ce jour. - ...

CARNIVAL PLC. sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of CARNIVAL PLC. (GB), a company active in the Recreational Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date January 22, 2019, the closing price was GBp 4,157.00 and its potential was estimated at GBp 4,588.42.

Ng Adrian

Carnival Plc

Ng Adrian

Carnival Plc

Ng Adrian

Carnival Plc

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Ng Adrian

Carnival Plc

MarketLine Department

TUI Group - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's TUI Group Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by TUI Group since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights Thi...

Jérôme VINERIER

Short term view - CARNIVAL PLC : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at 4,170.00 p. The background trend would be questioned should prices rise above 4,579.80 p.

Jérôme VINERIER

Analyse court terme - CARNIVAL PLC : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 4 170,00 p. La tendance de fond serait remise en cause en cas de franchissement de 4 579,80 p.

Jérôme VINERIER

Analyse court terme - CARNIVAL PLC : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 4 170,00 p, puis 4 060,00 p. Le franchissement de 4 579,80 p remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - CARNIVAL PLC : The background trend is clearly bearish.

The background trend is clearly bearish. The movement goes on. The next target is at 4,170.00 p, then 4,060.00 p. Passing 4,579.80 p would question the continuation of the fall.

Jérôme VINERIER

Medium term view - CARNIVAL PLC : Falling prices.

The trend is uncertain. Prices are falling and they may accelerate to the downside. A new bearish trend is attempting to emerge.

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