Spain Fund
04 Feb 2016
Re: Bought in at 3215 Sold early at 3281 to invest elsewhere but now see its at 3212 before the close - whats going on I dont know this area but maybe other companies in sector dragging it dow
Spain Fund
03 Feb 2016
Bought in at 3215 Always seemed to be above 3500 when I lookedWhy the recent drop from 3907 apart from market jitters with oil, China, etc ?[link] in Carnival continues to take on water on Wednesday after sinking almost 8% the day before due to investors reading across from the disappointing results of rival Royal Caribbean Cruises and fears around the Zika virus.Royal Caribbean fell 15% and Norwegian Cruise Lines 8.6% on Tuesday after Royal Caribbean's guidance for 2016 arrived below expectations, with strong US dollar and higher interest rates cited as drags on earnings.Analysts at Numis said the falls "look like a classic overreaction", though it retained its 'hold' rating on Carnival shares and noted Royal Caribbean's lack of effects from the Zika virus.Despite failing to meet Wall Street estimates, Numis said Royal Caribbean's guidance suggested a 25% increase in earnings per share at the mid-point and the company was positive about the outlook, with net revenue yields expected to increase 2.0% to 4.0% on a constant currency basis.This is in line with the guidance from Carnival which has guided to underlying net revenue yield growth of near 2% and EPS growth of 20%.Royal Caribbean anticipated strong North American consumer and strong demand for Northern Europe and Asia will counterbalance pricing challenges in the Mediterranean, Australia and Brazil, with Carnival's Mediterranean offering being around 15% of capacity and the Antipodes 9%."At this stage, however, we maintain our 'hold' on Carnival for three key reasons," Numis said, "there is a danger that the Zika virus leads to a short-term hiatus in bookings especially given the importance of the Caribbean (circa 30% of CCL capacity); the sector is still vulnerable to customer concern about terrorist attacks, and; despite the bullish noises coming out of the cruise companies the outlook in China/Asia remains uncertain."We acknowledge, though, that the rating is now beginning to look attractive on current forecasts."
hawkeswm
04 Dec 2015
CCL Why is this share dropping so much today, there doesn't seem to be any news out there?
A1966J
05 Aug 2015
Dividend Growth It is good to see that at last Carnival has inceased the dividend for the first time in many many years...
drgruber
25 Jun 2015
Re: Carnival american brokers stifle upgraded price target To $60Also the Chinese market is expanding with potentially 1millionNew customers waiting in the wings.All the best
forddrive
24 Jun 2015
Carnival Can someone explain the sp movement since yesterday's results? Thank you.
drgruber
22 Jun 2015
Re: Carnival Results out tomorrow for the second quarter which should be strong.
forddrive
22 Jun 2015
Carnival Reason for the jump please? Thank you.
albent
08 Apr 2015
Potentially overvalued but with exciting future growth prospects. Any thoughts on CCL [link]
A1966J
24 Mar 2015
Demand in UK UK drops British holidaymakers taking a cruisedropped 4.8% in 2014 reported in cruise weekly.
II Editor
11 Mar 2015
NEW ARTICLE: Shares to buy, hold and sell "Alex Wright's approach to the LSE:FSV:Fidelity Special Values trust is a contrarian one: he looks for companies that the market has prematurely cast aside or failed to give proper consideration because of some other extenuating factor, such as an ..."[link]
popes11
30 Jan 2015
Re: Fuel Derivatives sold out at 3000. Good read of yesterdays RNS makes me think these will drfit down. Will look to get back in around the 2300 mark.
popes11
29 Jan 2015
Fuel Derivatives Somebody has made a hash of these fuel derivatives. So CCL saved 175m on fuel because of falling prices but lost 271m on fuel derivatives . They have failed to benefit from falling fuel prices.
popes11
28 Jan 2015
Full steam ahead captain These are cruising along nicely . Lovely profit here and looking forward to my OBC later in the year. Just got to keep my eye on the price of oil. Meantime what's not to like?
forddrive
07 Jan 2015
Carnival Well you can't beat the combination of a rampant US dollar, plunging oil prices and a robust US economy. £35 must be very much on the cards.
