Hotels, Resorts & Cruise Lines
8 companies under coverage.
Hotels, Resorts & Cruise Lines
Expedia Group Inc. (EXPE)
The bull case — 'Bull — Platform Re-Rate' (8% weight) — targets $524, +105% vs spot. It needs the multiple to hold or expand.
Airbnb Inc (ABNB)
The bull case — 'Bull — Platform Re-Rate' (8% weight) — targets $293, +105% vs spot. It needs the multiple to hold or expand.
Booking Holdings Inc (BKNG)
The bull case — 'Bull — Platform Re-Rate' (8% weight) — targets $356, +100% vs spot. It needs the multiple to hold or expand.
Carnival Corporation (CCL)
The bull case — 'Spike — Premium Demand' (8% weight) — targets $58, +104% vs spot. It needs Gross Margin to surprise to the upside.
Norwegian Cruise Line Holdings Ltd (NCLH)
The bull case — 'Spike — Premium Demand' (8% weight) — targets $43, +105% vs spot. It needs Gross Margin to surprise to the upside.
Marriott International Inc (MAR)
The bull case — 'Bull — Asset-Light Re-Rate' (8% weight) — targets $673, +82% vs spot. It needs the multiple to hold or expand.
Royal Caribbean Cruises Ltd (RCL)
The bull case — 'Spike — Premium Demand' (8% weight) — targets $639, +101% vs spot. It needs the multiple to hold or expand.
Hilton Worldwide Holdings Inc (HLT)
The bull case — 'Bull — Asset-Light Re-Rate' (8% weight) — targets $598, +81% vs spot. It needs the multiple to hold or expand.