社区
首页
集团介绍
社区
资讯
行情
学堂
TigerGPT
登录
注册
LIMRY
IP属地:未知
+关注
帖子 · 4
帖子 · 4
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
LIMRY
LIMRY
·
2021-06-25
$NikkoAM-STC Asia REIT(CFA.SI)$
ex date coming soon
看
467
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
LIMRY
LIMRY
·
2021-06-23
Good
These ‘quality’ global stocks look cheap, says Morgan Stanley
Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “q
These ‘quality’ global stocks look cheap, says Morgan Stanley
看
186
回复
评论
点赞
2
编组 21备份 2
分享
举报
LIMRY
LIMRY
·
2021-06-23
tesla is good
看
333
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
LIMRY
LIMRY
·
2021-06-15
Ok good
Will Pent-up Demand in the Cruise Industry Set Sail in 2021?
It's arguable that travel stocks were the hardest hit by the COVID-19, including cruise stocks. It's
Will Pent-up Demand in the Cruise Industry Set Sail in 2021?
看
347
回复
1
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3582023541411282","uuid":"3582023541411282","gmtCreate":1618929961645,"gmtModify":1618929961645,"name":"LIMRY","pinyin":"limry","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":1,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":122832506,"gmtCreate":1624609805005,"gmtModify":1631887612691,"author":{"id":"3582023541411282","authorId":"3582023541411282","name":"LIMRY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023541411282","authorIdStr":"3582023541411282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>ex date coming soon","listText":"<a href=\"https://laohu8.com/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>ex date coming soon","text":"$NikkoAM-STC Asia REIT(CFA.SI)$ex date coming soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122832506","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123548850,"gmtCreate":1624431437570,"gmtModify":1634006211766,"author":{"id":"3582023541411282","authorId":"3582023541411282","name":"LIMRY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023541411282","authorIdStr":"3582023541411282"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123548850","repostId":"1120218733","repostType":4,"repost":{"id":"1120218733","kind":"news","pubTimestamp":1624430778,"share":"https://www.laohu8.com/m/news/1120218733?lang=&edition=full","pubTime":"2021-06-23 14:46","market":"us","language":"en","title":"These ‘quality’ global stocks look cheap, says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=1120218733","media":"cnbc","summary":"Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “q","content":"<div>\n<p>Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “quality at a reasonable price.”\nIn a research note titled “Any Cheap Cyclicals Left?” and focused on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These ‘quality’ global stocks look cheap, says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese ‘quality’ global stocks look cheap, says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 14:46 GMT+8 <a href=https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “quality at a reasonable price.”\nIn a research note titled “Any Cheap Cyclicals Left?” and focused on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SDXAY":"Sodexo","SSP":"E.W. Scripps Co Cl A"},"source_url":"https://www.cnbc.com/2021/06/22/investing-ideas-morgan-stanley-picks-6-cheap-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1120218733","content_text":"Analysts atMorgan Stanleyhave picked stocks that they believe are currently “cheap” and represent “quality at a reasonable price.”\nIn a research note titled “Any Cheap Cyclicals Left?” and focused on the travel and leisure sector, the bank said Monday that many stocks have the economic recovery priced into their valuations. Cyclical stocks are those whose performance tends to be in line with the economy.\nBut the analysts said several picks “stand out from our screens as looking cheap.”\nThree of Morgan Stanley’s recommendations have a potential upside of at least 20% to the bank’s share price target in a best-case scenario.\nThe analysts’ 6 stock picks are:\nFrench catering and services companySodexohas a potential upside of 23%, according to Morgan Stanley, which called it a “quality operator.” It described airport foodservice firmSSPin the same way, and said the stock has a 7% potential upside. SSP stock is up 16% since the start of the year, according to the bank.\nTwo of the bank’s picks have a potential upside of 29%: British pub companyMitchells and Butlers(M&B) and gambling firmFlutter, which operates brands including PokerStars and Betfair. It picked M&B as one of the “most attractive” stocks for free cashflow yield, noting its stock price has risen 32% since the start of the year.\nBritish hotel and restaurant operatorWhitbreadis also a pick for the bank, which estimated its upside potential at 10%, and it also chose gambling operatorEvolution, with a potential upside of 21%.\n“With investors continuing to look through what has so far been a later-than-expected reopening, we revisit our screens looking at 2019 and 2023 multiples (2020-22 distorted by Covid). We conclude that a lot of the recovery looks priced in with only a handful of names looking good value,” the bank’s analysts stated.\nMorgan Stanley’s valuations are based on its forecasts for 2023, assuming a return to normality after populations have been vaccinated against Covid-19. “Our bull cases factor in scenarios for structurally higher margins and/or higher market shares post-Covid,” its analysts wrote. Morgan Stanley is overweight all of the stocks mentioned, indicating it expects them to outperform.\n“Our strategists recommend quality at a reasonable price: Our EU Strategy team believe the macro environment has become somewhat less conducive for equity markets as growth momentum starts to peak and QE tapering discussions gather pace,” the analysts wrote.QE taperingrefers to the reduction in quantitative easing put in place by central banks to stimulate economies in light of the pandemic.\n“They also recently downgraded Cyclicals after a record rally which left positioning stretched and relative valuations at or near record highs. They believe this is an increasingly micro stock picking market over the summer and now recommend a more balanced approach to style and sector selection,” the analysts added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123548043,"gmtCreate":1624431419282,"gmtModify":1634006212007,"author":{"id":"3582023541411282","authorId":"3582023541411282","name":"LIMRY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023541411282","authorIdStr":"3582023541411282"},"themes":[],"htmlText":"tesla is good","listText":"tesla is good","text":"tesla is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123548043","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184150723,"gmtCreate":1623690919362,"gmtModify":1634029986244,"author":{"id":"3582023541411282","authorId":"3582023541411282","name":"LIMRY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023541411282","authorIdStr":"3582023541411282"},"themes":[],"htmlText":"Ok good","listText":"Ok good","text":"Ok good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184150723","repostId":"2143018780","repostType":4,"repost":{"id":"2143018780","kind":"news","pubTimestamp":1623683116,"share":"https://www.laohu8.com/m/news/2143018780?lang=&edition=full","pubTime":"2021-06-14 23:05","market":"us","language":"en","title":"Will Pent-up Demand in the Cruise Industry Set Sail in 2021?","url":"https://stock-news.laohu8.com/highlight/detail?id=2143018780","media":"Benzinga","summary":"It's arguable that travel stocks were the hardest hit by the COVID-19, including cruise stocks. It's","content":"<p>It's arguable that travel stocks were the hardest hit by the COVID-19, including cruise stocks. It's estimated that in Europe alone, over 200,000 jobs have been lost in the industry and dependent sectors since March 2020, and 18 cruise ships have been scrapped or sold. The sector lost an estimated $50 billion and 1.17 million jobs worldwide.</p>\n<p>But with vaccines rolling out and countries opening their doors to tourists once again, the cruise industry is angling for a revival. Travelers, tour operators, and investors are all watching carefully to see what happens next to cruise stocks.</p>\n<p>Early pessimism was proved unfounded</p>\n<p>Cruise ships already had a patchy reputation for health, and concerns over environmental damage and overtourism didn't help. And then the pandemic hit hard. In early 2020, there were a number of coronavirus outbreaks on cruise ships, causing multiple deaths and trapping passengers on board. In Australia, for example, the Ruby Princess was linked to over 900 cases and 28 deaths - a lot for a country with 910 total deaths.</p>\n<p>One survey in late 2020 found that 47% of participants didn’t trust cruise lines to look after them if something went wrong, and 67% were less willing to take a cruise as a result of the pandemic. Alongside concerns over traveler demand, cruise lines worried about how long it would be before countries opened their ports and permitted travelers to disembark.</p>\n<p>Allan E. Jordan, an industry expert, reported in February 2021 that \"forecasts are that it might be at least a year before the industry has restored a meaningful portion of its operations.\" But just a couple of months later, the outlook looks much more hopeful.</p>\n<p>Some travel prophets predicted that the industry would have to rely on loyal cruisers while it rebuilt trust, but early booking data includes many first-time travelers. Older tourists haven't been avoiding ships, either. “We really thought older people would be more cautious. Turns out they want to get out of the house, too,” said Royal Caribbean CEO Richard Fain.</p>\n<p>Arnold Donald, CEO of Carnival Corp, agrees, noting “Demand will not be an issue for us; people are ready to sail. The challenge is to do so safely and with the support from governments.” Research conducted by the Cruise Lines International Association (CLIA) found that two-thirds of people who have been on a cruise previously would go again within the next year, while 58% of new cruisers want to join <a href=\"https://laohu8.com/S/AONE\">one</a> in the next few years.</p>\n<p>Vaccine rollout definitely helps. Cruise lines in the US have been fast-tracking vaccination for crew members, and the managing director of Silversea Cruises explained that swift vaccinations are the reason they were able to resume services to the Greek islands.</p>\n<p>Cruise lines are rebuilding trust</p>\n<p>When it comes to enticing travelers back on board, trust and risk perception is everything. Cruisers are generally thought to be a risk-averse group, and cruise ships were referred to as \"floating petri dishes.\"</p>\n<p>Cruise line managers are aware that they need to prove their competence, and they're doing everything they can to stress their safety profile and deliver transparency. The Royal Caribbean, for example, established a Healthy Cruising Panel. The CLIA has released detailed policies for cruise ship operators, including cleaning and hygiene protocols, and lower capacities.</p>\n<p>Companies are embracing technology to track passenger movements and enable contact-free interactions, assisted by the closed system on cruise ships. \"On a ship, tracking can have almost totalitarian features, without passengers being very aware of it,\" cruise analyst Thomas P. Illes says. \"Epidemiologists on land would love to have such track and trace capacities.\" Royal Caribbean rolled out mandatory waterproof bracelets for guests and implemented surveillance tech, in the form of facial and body recognition.</p>\n<p>Cruise lines also accept the need to offer flexible booking policies, raise on-board healthcare provision, and operate with transparency around the measures they'll take to deal with the \"inevitable\" cases that will appear on board.</p>\n<p>It's clear that there's a pent-up demand for cruise trips among consumers. Country restrictions and health guidelines, not demand, appear to be dictating the pace of reopening.</p>\n<p>The first signs of revival</p>\n<p>Limited cruises have been taking place in parts of Europe, Asia and the South Pacific since July 2020. Although only around 400,000 passengers and crew took part in 200 sailings, these \"cruises to nowhere\" are being touted by the CLIA as proof that it's possible to run coronavirus-free cruises.</p>\n<p>In December, Royal Caribbean’s Quantum of the Seas began operations out of Singapore, TUI Cruises, an affiliate of Royal Caribbean, has been sailing three ships in and out of the Canary Islands since November. The Royal Caribbean is taking bookings for cruises in the Mediterranean, Asia-Pacific, around the British Isles, and to the Bahamas for summer 2021; Norwegian Cruises has a trip planned for the Mediterranean in July; and Carnival Cruises looks forward to restarting cruises from Texas and Florida in July.</p>\n<p>There's still uncertainty around cruises departing from the US, because the CDC hasn't agreed to blanketly reopen ports, but the signs are positive. In May 2021, the CDC approved simulated cruise trials to test conditions, and invited cruise lines to apply for conditional sailing certificates. Royal Caribbean received approval on May 25th, followed by Carnival on May 28th. Both cruise operators have trips planned from the US for July, and Norwegian plans to sail to Alaska in August.</p>\n<p>The first ship to leave a US port this year on a revenue-raising run is a Royal Caribbean-owned Celebrity Cruises trip, heading to the Caribbean on June 26th. It's received approval to sail as long as the crew and passengers are 95% vaccinated.</p>\n<p>Investors are taking their cue</p>\n<p>Following a catastrophic year-plus, some investors may see cruise ship stocks as worth a buy. Sailing approvals for the Royal Caribbean and Carnival lines boosted stock performance for the sector as a whole, and those cruise lines which survived may have emerged stronger.</p>\n<p>Some industry insiders are discussing the potential for the sector to come back even better, having used the break to improve the environmental profile of their ships and develop sustainable tourism policies for the most over-visited destinations like Dubrovnik and Venice.</p>\n<p>The Royal Caribbean, in particular, has weathered the coronavirus storm relatively well. Although it announced a net loss of nearly $5.8 billion in 2020, that was lower than predicted and shares rose by about 8% over 5 trading days at the end of May. Consensus estimates indicate that ticket sales for 2022 amount to around $10.1 billion, only slightly below the $10.9 billion in revenue the company posted in 2019. Crucially, the company has plenty of liquidity for the foreseeable future, having raised approximately $9.3 billion in new capital.</p>\n<p>It's clear that cruise stocks aren't going to spring back to 2019 levels overnight, but there are good reasons to hope that they will find a way back to consistent profits. Either way, it's clearly far too early to mourn the demise of the cruise market.</p>\n<p>Important Disclosures:</p>\n<p>Fund holdings are subject to change and should not be considered recommendations to buy or sell any securities. Performance of securities discussed did not contribute in any way to Fund results and are not indicative of future returns.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Pent-up Demand in the Cruise Industry Set Sail in 2021?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Pent-up Demand in the Cruise Industry Set Sail in 2021?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 23:05 GMT+8 <a href=https://finance.yahoo.com/news/pent-demand-cruise-industry-set-115816140.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's arguable that travel stocks were the hardest hit by the COVID-19, including cruise stocks. It's estimated that in Europe alone, over 200,000 jobs have been lost in the industry and dependent ...</p>\n\n<a href=\"https://finance.yahoo.com/news/pent-demand-cruise-industry-set-115816140.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RCL":"皇家加勒比邮轮"},"source_url":"https://finance.yahoo.com/news/pent-demand-cruise-industry-set-115816140.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2143018780","content_text":"It's arguable that travel stocks were the hardest hit by the COVID-19, including cruise stocks. It's estimated that in Europe alone, over 200,000 jobs have been lost in the industry and dependent sectors since March 2020, and 18 cruise ships have been scrapped or sold. The sector lost an estimated $50 billion and 1.17 million jobs worldwide.\nBut with vaccines rolling out and countries opening their doors to tourists once again, the cruise industry is angling for a revival. Travelers, tour operators, and investors are all watching carefully to see what happens next to cruise stocks.\nEarly pessimism was proved unfounded\nCruise ships already had a patchy reputation for health, and concerns over environmental damage and overtourism didn't help. And then the pandemic hit hard. In early 2020, there were a number of coronavirus outbreaks on cruise ships, causing multiple deaths and trapping passengers on board. In Australia, for example, the Ruby Princess was linked to over 900 cases and 28 deaths - a lot for a country with 910 total deaths.\nOne survey in late 2020 found that 47% of participants didn’t trust cruise lines to look after them if something went wrong, and 67% were less willing to take a cruise as a result of the pandemic. Alongside concerns over traveler demand, cruise lines worried about how long it would be before countries opened their ports and permitted travelers to disembark.\nAllan E. Jordan, an industry expert, reported in February 2021 that \"forecasts are that it might be at least a year before the industry has restored a meaningful portion of its operations.\" But just a couple of months later, the outlook looks much more hopeful.\nSome travel prophets predicted that the industry would have to rely on loyal cruisers while it rebuilt trust, but early booking data includes many first-time travelers. Older tourists haven't been avoiding ships, either. “We really thought older people would be more cautious. Turns out they want to get out of the house, too,” said Royal Caribbean CEO Richard Fain.\nArnold Donald, CEO of Carnival Corp, agrees, noting “Demand will not be an issue for us; people are ready to sail. The challenge is to do so safely and with the support from governments.” Research conducted by the Cruise Lines International Association (CLIA) found that two-thirds of people who have been on a cruise previously would go again within the next year, while 58% of new cruisers want to join one in the next few years.\nVaccine rollout definitely helps. Cruise lines in the US have been fast-tracking vaccination for crew members, and the managing director of Silversea Cruises explained that swift vaccinations are the reason they were able to resume services to the Greek islands.\nCruise lines are rebuilding trust\nWhen it comes to enticing travelers back on board, trust and risk perception is everything. Cruisers are generally thought to be a risk-averse group, and cruise ships were referred to as \"floating petri dishes.\"\nCruise line managers are aware that they need to prove their competence, and they're doing everything they can to stress their safety profile and deliver transparency. The Royal Caribbean, for example, established a Healthy Cruising Panel. The CLIA has released detailed policies for cruise ship operators, including cleaning and hygiene protocols, and lower capacities.\nCompanies are embracing technology to track passenger movements and enable contact-free interactions, assisted by the closed system on cruise ships. \"On a ship, tracking can have almost totalitarian features, without passengers being very aware of it,\" cruise analyst Thomas P. Illes says. \"Epidemiologists on land would love to have such track and trace capacities.\" Royal Caribbean rolled out mandatory waterproof bracelets for guests and implemented surveillance tech, in the form of facial and body recognition.\nCruise lines also accept the need to offer flexible booking policies, raise on-board healthcare provision, and operate with transparency around the measures they'll take to deal with the \"inevitable\" cases that will appear on board.\nIt's clear that there's a pent-up demand for cruise trips among consumers. Country restrictions and health guidelines, not demand, appear to be dictating the pace of reopening.\nThe first signs of revival\nLimited cruises have been taking place in parts of Europe, Asia and the South Pacific since July 2020. Although only around 400,000 passengers and crew took part in 200 sailings, these \"cruises to nowhere\" are being touted by the CLIA as proof that it's possible to run coronavirus-free cruises.\nIn December, Royal Caribbean’s Quantum of the Seas began operations out of Singapore, TUI Cruises, an affiliate of Royal Caribbean, has been sailing three ships in and out of the Canary Islands since November. The Royal Caribbean is taking bookings for cruises in the Mediterranean, Asia-Pacific, around the British Isles, and to the Bahamas for summer 2021; Norwegian Cruises has a trip planned for the Mediterranean in July; and Carnival Cruises looks forward to restarting cruises from Texas and Florida in July.\nThere's still uncertainty around cruises departing from the US, because the CDC hasn't agreed to blanketly reopen ports, but the signs are positive. In May 2021, the CDC approved simulated cruise trials to test conditions, and invited cruise lines to apply for conditional sailing certificates. Royal Caribbean received approval on May 25th, followed by Carnival on May 28th. Both cruise operators have trips planned from the US for July, and Norwegian plans to sail to Alaska in August.\nThe first ship to leave a US port this year on a revenue-raising run is a Royal Caribbean-owned Celebrity Cruises trip, heading to the Caribbean on June 26th. It's received approval to sail as long as the crew and passengers are 95% vaccinated.\nInvestors are taking their cue\nFollowing a catastrophic year-plus, some investors may see cruise ship stocks as worth a buy. Sailing approvals for the Royal Caribbean and Carnival lines boosted stock performance for the sector as a whole, and those cruise lines which survived may have emerged stronger.\nSome industry insiders are discussing the potential for the sector to come back even better, having used the break to improve the environmental profile of their ships and develop sustainable tourism policies for the most over-visited destinations like Dubrovnik and Venice.\nThe Royal Caribbean, in particular, has weathered the coronavirus storm relatively well. Although it announced a net loss of nearly $5.8 billion in 2020, that was lower than predicted and shares rose by about 8% over 5 trading days at the end of May. Consensus estimates indicate that ticket sales for 2022 amount to around $10.1 billion, only slightly below the $10.9 billion in revenue the company posted in 2019. Crucially, the company has plenty of liquidity for the foreseeable future, having raised approximately $9.3 billion in new capital.\nIt's clear that cruise stocks aren't going to spring back to 2019 levels overnight, but there are good reasons to hope that they will find a way back to consistent profits. Either way, it's clearly far too early to mourn the demise of the cruise market.\nImportant Disclosures:\nFund holdings are subject to change and should not be considered recommendations to buy or sell any securities. Performance of securities discussed did not contribute in any way to Fund results and are not indicative of future returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}