Share Name Share Symbol Market Type Share ISIN Share Description
Carnival LSE:CCL London Ordinary Share GB0031215220 ORD USD 1.66
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +15.00p +0.31% 4,789.00p 4,787.00p 4,789.00p 4,827.00p 4,767.00p 4,790.00p 1,347,070 16:35:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 12,943.2 1,970.7 266.8 17.6 9,956.10

Carnival Share Discussion Threads

Showing 1401 to 1422 of 1425 messages
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
DateSubjectAuthorDiscuss
08/6/2018
14:26
Regardless of the cruise experience, the business itself is just not being run well. People like to cruise Carnival, and 'staff' like to be on the ships (though I can't find comment on what it is like to be office staff on shore), yet the share price is suffering. Returns are dropping, debt is high, and there may well be a glut of cruise ships resulting in less capacity sold going forward. Like so many areas of commerce, when a rise is seen in a particular area, people flock to be in that business area; with the result it becomes overpopulated. That is what seems to be happening in the cruise market. And the lead time between committing to and ordering new ships is quite long, yet cannot easily be gotten out of when the pot stops boiling. Look at these cruise businesses and which lines they own: Carnival Corporation & plc AIDA Carnival Cruise Line Costa Cruises Cunard Line Holland America Line P&O Cruises P&O Cruises Australia Princess Cruises Seabourn Cruise Line Royal Caribbean Cruises Ltd. Azamara Club Cruises Celebrity Cruises Pullmantur Cruises Royal Caribbean International SkySea Cruise Line TUI Cruises Norwegian Cruise Line Holdings Ltd. Norwegian Cruise Line Oceania Cruises Regent Seven Seas Cruises Whilst some of these are 'up market,' they generally compete with each other: so too many ships for the numbers booking, is a major problem. I see that that is what's happening now - just look at onboard prices now, in order to up the revenue - and therefore will cut my exposure to this area until there is an improvement, which will be in a few years, at least. (The line I cruise on - except when cruising with my family, which includes 11 and nine year old sons, and all others other than me being under 54 - is Silversea.)
andrewbaker
06/6/2018
15:34
Agree with Grahamburn, the sound proofing is generally excellent and these are all modular now and just wheel in and plug together. You may have seen it on the TV recently - hxxp://www.channel4.com/programmes/building-giants/on-demand/65485-004 very interesting and well recommended if you are interested. In my experience the noise comes from within the cabin! Creaks, mini bar rattling etc and the gentle drone of the AC; which I actually quite like! Fortunately, the monumental drop is not continuing today, although it is still lower.
shinydoc
06/6/2018
15:20
Agree. Sound proofing between cabins and between decks tends to be excellent.
grahamburn
06/6/2018
14:46
Losos I think you worry too much. In all the not insignificant time that I have spent cruising, I have never experienced a problem with rowdy neighbours.
optimist
06/6/2018
14:29
I think the key reason(s) for the fall extend beyond xr and oil price. Oil is about 10% of the cost of operation and they have hedging in place. If the price of oil rises by 30% then it goes up to 13% of total costs. So the customer spend would need to rise by $49 for a 7 night cruise - not a significant problem methinks.
toffeeman
06/6/2018
14:21
Pierre Oreilly / Shinydoc - I have been looking at CCL for some time, might take the plunge soon. Your posts (1316 & 1317) have highligted something which makes me wary of booking a cruise. If you book a hotel and your adjacent rooms are occupied with - how shall we put it - cretins then you just book out and move to another hotel. If the same happens on a ship you're stuck, where can you go haha.
losos
06/6/2018
10:38
Well said Pierre, and the cynic and contentiousness in me says that some of those, even potentially people on benefits (!), even have shares and get additional benefits too, presumably like we all do too :o)
shinydoc
05/6/2018
20:02
i can really see demand for p&o filling their new boats simply from them now being available - how do i put this - lower down the social scale. Long before i went cruising, p&o was the preserve of the rich, but now you certainly don't have to be rich to go with them. Many old style cruiser complain about the drop in standards (but don't mind the drop in prices!). I'd say that those on some benefits can afford p&o, and my experience is many do. I'm not passing judgement, just stating facts as i see them. of course, that drives those who don't like that situation onto cunard, so to me it looks like shareholders gain both ways.
pierre oreilly
05/6/2018
14:22
Couldn't agree more and apparently the average age of a cruise ship passenger globally is 46, the lowest age seen in 20 years. In the UK and Ireland, this age rises to 55, which is the lowest reported for the region since 2011.
shinydoc
05/6/2018
14:09
Actually, there has been a significant growth in younger cruisers as evidenced by the trend towards larger ships with multiple activity-based offerings on shorter cruises.
grahamburn
05/6/2018
14:00
But I thought we had an ageing population, so there is your demand growth, is it not.
shinydoc
05/6/2018
13:58
To add to DAB26 comment: Carnival PLC sinks as Morgan Stanley cuts estimates FTSE 100-travel and leisure company Carnival PLC (LON:CCL) sank to the bottom of the index in lunchtime trading after investment bank Morgan Stanley cut its estimates for the group after a cautious update for the cruise sector. In a note to clients, Morgan Stanley’s analysts said: “Our channel checks show solid booking volumes but at flat prices, and agents cite concerns about the Caribbean and general Q4 demand. “We cut forecasts for fuel/FX, with FY19e EPS -11% for CCL, -5% for NCLH and -3% for RCL, and stay cautious on the cruise space due to oversupply risk.” HOWEVER, back on 7 December Morgan Stanley Proactiveinvestors noted that Morgan Stanley had upped its rating to 'equal-weight' and raised its target price. Analyst Jamie Rollo said a qualitative survey of US travel agents said November, a traditionally slow month, saw bookings increase at a “rapid pace” He tempered this by saying the quantitative web research was less convincing, showing mixed results. Carnival PLC (LON:CCL) was one of the few early risers today after the London arm of an influential American bank upgraded the cruise lines operator's stock. Morgan Stanley moved its recommendation to ‘equal-weight’ from ‘underweight’, while pushing its valuation 400p a share higher to 5,100p. At 9.45am, Carnival’s equity was changing hands for 4,919p for a rise of 29p on last night’s close. Analyst Jamie Rollo said a qualitative survey of US travel agents said November, a traditionally slow month, saw bookings increase at a “rapid pace”. The Caribbean region returned to normal after the hurricanes and demand for Europe and Alaska continued to remain robust, Rollo said in a note to clients. He tempered this by saying the quantitative web research was less convincing, showing mixed results. The Morgan Stanley number cruncher also said he is worried about overcapacity. He pointed out the cruise industry order book has risen to a record 235,000 berths. So, to maintain a 2-3% yield growth, demand would need to expand 8-9% annually, which Rollo said, “seems optimistic”.
grahamburn
05/6/2018
13:42
Yes, I looked at that and it didn't really resonate with me to be honest. Clearly the Carnival Dividend Yield this quarter potentially suggests something different - The largest dividend for quite a few years too.
shinydoc
05/6/2018
13:41
Well the oil price appears to be heading lower so maybe they will raise them again in due course!!
kirtonender9
05/6/2018
13:18
Morgan Stanley cutting estimates apparently. For whatever that might be worth...
dab26
05/6/2018
12:32
Yeah, a serious drop today and still falling and 15th being the divi date too - well weird. I guess there is a reason for it.
shinydoc
05/6/2018
09:16
Possibly the oil price?I'm not sure it should have such an effect since I expect they effectively buy fuel years in advance.
pierre oreilly
05/6/2018
08:38
Blimey why the drop?
pistonbroke1
15/4/2018
10:11
Superb exhibition on at the V & A :-) HTTPS://www.vam.ac.uk/exhibitions/ocean-liners-speed-style
philanderer
11/4/2018
18:56
Not yet it seems!
toffeeman
11/4/2018
11:41
is that 4500 gone?
toffeeman
23/3/2018
17:19
which has not held close below a key level today
toffeeman
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
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