I-Carnival Corporation , inkampani enkulu kunazo zonke emhlabeni yezokuvakasha ngemikhumbi, ikhiphe imiphumela yekota edlule izibikezelo zayo. Le nkampani ibike imali engenayo eqopha umlando kanye nemali engenayo engenayo, eqhutshwa ukufunwa okuqinile okuqhubekayo kanye nokuzithiba kwezindleko okunciphisa kancane amanani kaphethiloli akhuphukayo. Le nkampani engumzali wemikhiqizo efana ne-AIDA, i-Carnival Cruise Line, i-Costa Cruises, i-Cunard, i-Holland America Line, i-P&O Cruises, i-Princess Cruises, kanye ne-Seabourn, nayo ibuyekeze umbono wayo wonyaka osele.
Ikota yesithathu yezimali, ephela ngo-Agasti 31, iholele emalini engenayo engu-$8.435 billion, uma kuqhathaniswa no-$8.153 billion esikhathini esifanayo sonyaka odlule. Imali engenayo ehlanganisiwe ebangelwa abanikazi bamasheya ifinyelele ku- $1.920 billion , kanti imali engenayo ehlanganisiwe elungisiwe yayingu-$2.000 billion. I-EBITDA elungisiwe yayingu-$3.000 billion, ngokuhambisana nerekhodi eliphezulu langaphambilini kanye no-$110 million ngaphezu kwesiqondiso sikaJuni. Abahlaziyi babelindele imali engenayo ecishe ibe ngu-$8.400 billion kanye nemali engenayo elungisiwe ngesabelo ngasinye ecishe ibe ngu-$1,35, kodwa inani lokugcina lalingu- $1,43 elungisiwe.
Ukubhukha okurekhodiwe kanye namathuba amahle ka-2027
Esinye sezibalo eziphawuleka kakhulu kube ukusebenza kokubhuka. Amadiphozithi amakhasimende afinyelele irekhodi lamaRandi ayizigidigidi ezingu-7.600 kule kota, amaRandi ayizigidi ezingu-500 ngaphezu kokuphakama kwangaphambilini, yize ukukhula komthamo kwahlala kungashintshi ezinyangeni eziyishumi nambili ezizayo. Amanani okuhlala kanye namanani abhukiwe ka- 2027 asemazingeni arekhodiwe , futhi inkampani ithi u-2028 nawo uqale kangcono kunonyaka odlule. I-CEO uJosh Weinstein waphawula ukuthi amanani okubhuka asebenza kahle kakhulu kunonyaka odlule futhi akhula ngokushesha kunomthamo.
Le nkampani ilindele ukuthi imali engenayo ehlanganisiwe ikhuphuke cishe ngo -1,7% kwikota yesine uma kuqhathaniswa namazinga aqopha umlando ngo-2025, ikhuphukele ku-2,3% ngemuva kokubonisa umthelela wokubalwa kwezimali wohlelo lokwethembeka lweCarnival Cruise Line. Onyakeni wonke, ukuthuthuka kokusebenza kudlula isiqondiso sikaJuni ngaphezu kwamaRandi ayizigidi eziyi-150 , ngisho nangemva kokubala izindleko zikaphethiloli eziphezulu. I-EBITDA yonyaka wonke elungisiwe kulindeleke ukuthi ibe cishe amaRandi ayizigidi eziyi-7.140, imali engenayo elungisiwe ecishe ibe amaRandi ayizigidi eziyi-3.080, kanye nemali engenayo elungisiwe ngesabelo cishe amaRandi ayizigidi eziyi-2,24. Kwikota yesine, imali engenayo elungisiwe elungisiwe ilinganiselwa cishe kumaRandi ayizigidi ezingama-274, kanye nemali engenayo elungisiwe ngesabelo ku-$0,20. Izindleko ezinkulu zemikhumbi emisha kulindeleke ukuthi zibe amaRandi ayizigidi eziyi-0,3, kanti emikhunjini ekhona, amaRandi ayizigidi eziyi-0,9.
Imali engenayo eyengeziwe, kodwa futhi nezindleko zikaphethiloli ezengeziwe
Isici esingesihle kangako sivele ezindlekweni. Izindleko zikaphethiloli zenyuke kakhulu, zafinyelela ku- $615 million kule kota , uma kuqhathaniswa no-$451 million ngonyaka odlule, kanti intengo ngethoni ngayinye ikhuphuke isuka ku-$607 yaya ku-$826. Umthelela ohlangene wokuguquguquka kukaphethiloli kanye nokushintshashintsha kwemali wehlise inzuzo cishe ngo-$131 million, okulingana no-$0,10 ngesabelo. Noma kunjalo, inkampani ikwazile ukuthuthukisa ukusetshenziswa kukaphethiloli ngeyunithi ngayinye yomthamo ngo- 3,8% futhi yagcina izindleko zokuhamba ngomkhumbi ezilungisiwe, ngaphandle kukaphethiloli, ziphakeme ngo-1,8% kunalokho obekulindelwe. Inzuzo iyonke yehle ngo-1,3% ngenxa yamanani aphezulu kaphethiloli.
Abaphathi bagcizelele ukuthi uhlelo lwabo lokusebenza kahle luhlanganisa amakhulu ezinyathelo ezincane, kusukela ekuxoxisaneni ngamanani nabahlinzeki kuya ekunciphiseni imisebenzi yezokuthutha ngezinsuku zokuthumela. UDavid Bernstein, iSikhulu Esiphezulu Sezezimali, uchaze ukuthi iningi lalezi zinhlelo liyisakhiwo futhi lihlala isikhathi eside. Le nkampani iphinde yasebenzisa ikota ukuxhasa kabusha isikweletu samakhuphoni esingu- $500 million , phakathi kwezibiza kakhulu ebhalansini layo.
Ibhalansi, ukuthengwa kabusha kanye nokubuyiselwa kwemali kubanikazi bamasheya
Ukukhiqizwa kwemali kuvumele iCarnival ukuthi iqinise ibhalansi yayo. Kuze kube manje kulo nyaka, isithenge kabusha amasheya angaba yizigidigidi eziyi-1.200 zamaRandi , okwathi cishe amaRandi ayizigidi ezingama-800 asetshenziswe kusukela ekuqaleni kwekota yesithathu. Ngaphezu kwalokho, ikhokha ama-dividend ayizigidi ezingama-204 zamaRandi phakathi nekota, okwenza inani eliphelele lonyaka libe yizigidi ezingama-618 zamaRandi. I-S&P ithuthukise isilinganiso sesikweletu senkampani, esivele sinezinga lokutshalwa kwezimali kusuka ejensi yesibili, futhi ngemuva kwalokhu kuthuthukiswa, ayinaso isikweletu esisele esivikelekile. Isikweletu sonke sehlisiwe saba yizigidigidi ezingama-23.912 zamaRandi, kanti isilinganiso sesikweletu esiphelele kuya kwese-EBITDA esilungisiwe sehle saba yizikhathi ezingu-3,1 , sisuka ezikhathini ezingu-3,4 ekupheleni konyaka odlule.
Ngasohlangothini lokusebenza, inkampani iyaqhubeka nokwandisa izindawo ezinikeza izindawo zayo. I-Celebration Key igubhe usuku lwayo lokuqala lweminyaka ngezivakashi ezicishe zibe yizigidi ezingu-2,5. I-RelaxAway, i-Half Moon Cay, kanye ne-Isla Tropicale ngayinye idlule izivakashi ezingu-250.000 ngemuva kokuthuthukiswa kwayo. I-Carnival Cruise Line yethule uhlelo lwayo lokwethembeka lwe-Carnival Rewards ngoSepthemba 1 , kanti ukukhishwa kwamakhadi esikweletu ahambisanayo kukhuphuke ngaphezu kuka-300% emasontweni alandelayo. Yaphinde yaveza i-Carnival Destiny, ezofika ngo-2029 njengomkhumbi wokuqala esigabeni se-Ace, kanti i-Holland America Line yamemezela ukuguqulwa kwe-Zuiderdam. I-Princess Cruises yaba umzila wokuqala wokuhamba ngomkhumbi emhlabeni wonke ukwethula uhlelo lokusebenza lwendabuko ku-ChatGPT. Le nkampani yafakwa ohlwini lwe-TIME kanye ne-Forbes lwezinkampani nabaqashi abangcono kakhulu futhi yashicilela umbiko wayo wonyaka weshumi nesithupha wokuzinza.
ISpain neYurophu: Umkhankaso kanye nokukhuthazwa ogwini e-Alicante
Ngaphakathi kweqembu, umzila wokuhamba ngesikebhe waseSpain iCosta Cruises uqalise umkhankaso wasebusika eSpain, oqala kusukela mhla zingama-21 kuMandulo kuya kuNovemba 22. Lolu hlelo luhlanganisa ithelevishini eqondile, i-TV exhunyiwe, iziteshi zedijithali, kanye nezinkundla zokuxhumana, futhi luqinisa ukukhangisa kwangaphandle kwedijithali ePlaza de Callao yaseMadrid kanye nenethiwekhi yeMetro yedolobha. Umzila wokuhamba ngesikebhe, onendlunkulu eGenoa futhi oneminyaka engaphezu kwengu-75 yomlando, usebenzisa imikhumbi eyisishiyagalombili ngaphansi kwefulegi lase-Italy futhi uthengisa izindlela zokuhamba kulo lonke elaseMedithera, eNyakatho Yurophu, eCaribbean, eNingizimu Melika nase-Asia, ngaphezu kohambo lwawo lomhlaba wonke. Indlela yawo yokudala isekelwe emqondweni wezindawo zokuvakasha zaseLwandle naseMhlabeni , ohlanganisa ukuzijabulisa ngaphakathi nokuhlola izindawo ezidumile, kusukela eziQhingini zaseCanary kuya eCape Horn.
E-Alicante, ichweba kanye nezinhlangano eziningana zezokuvakasha bahlele uhambo lokujwayelana nabameleli abavela eCarnival UK , iqembu eliphethe i-P&O Cruises kanye ne-Cunard futhi eliyingxenye ye-Carnival Corporation. Ukuvakasha, okwakhiwe ngaphansi komqondo othi 'Alicante Premium From Castle to Sea' futhi kwahlanganiswa ne-Noatum Cruise Services, kwabonisa iSanta Bárbara Castle, iLa Ereta Park, isikhungo somlando, indawo yaseSanta Cruz, iCentral Market ngokunambitha imikhiqizo yendawo, kanye ne-Global Ports cruise terminal. Umphathi we-Destination Experiences u-Emily Pillinger wabamba iqhaza kulo mcimbi, okulindeleke ukuthi usize ukwandisa izingcingo zemikhumbi yokudoba ezinkathini ezizayo. Ngo-2026, i-Carnival Dream yavula ukufika kweqembu ngomhlaka-2 Mashi, kanti i-P&O Cruises ihlele izingcingo ezingaba amashumi amabili. Ukukhula cishe okungu-20% kulindelwe ngo-2027 uma kuqhathaniswa nezingcingo ezingu-110 ezilindeleke ngo-2026.
Izibalo zePort of Alicante zibonisa lo mfutho: phakathi kukaJanuwari no-Agasti , kufike imikhumbi engu-64 kanye nabagibeli bemikhumbi abangu-191.686, okungaphezulu ngo -11,2% kunangesikhathi esifanayo sika-2025. Idolobha lilindele ukudlula izivakashi ezingu-325.000 kulo nyaka kanye nomthelela wokuqala kwezomnotho wama-euro ayizigidi ezingu-84. Ithimba elivela ePort, Global Ports, kanye ne-Alicante Costa Blanca Tourism and Cruises Association nalo lihlanganyele embukisweni wezohwebo we-Seatrade Cruise Med, obanjelwe eLas Palmas de Gran Canaria, onemihlangano engu-18 nemizila yemikhumbi, abaqhubi bezokuvakasha, kanye nabaqhubi bezokuvakasha bamazwe ngamazwe. Umhlangano olandelayo we-CLIA waseYurophu, ohlelelwe uMashi, ungadonsela izinkampani ezintsha futhi uqinisekise ukuhamba ngemikhumbi okwengeziwe. I-MSC Cruises ibilokhu isebenza e-Alicante kusukela ngo-2022, kanti i-Costa Cruises kanye ne-Fred. Olsen sebeqalile noma sebezoqala ukusebenza kwesilingo.
Izingozi okufanele ziqashwe
Ingozi enkulu isalokhu intengo kaphethiloli . Le nkampani ilinganisela ukuthi ushintsho lwe-10% ezindlekweni ngethoni ngayinye luzothinta imali engenayo elungisiwe cishe ngamaRandi ayizigidi ezingama-59. Iphinde ibhekane nokuguquguquka kwezinga lokushintshisana: ukunyakaza kwe-1% kwezimali kuzothinta cishe amaRandi ayizigidi eziyisikhombisa, kanti ushintsho lwe-100 basis point ezikweletini eziguquguqukayo luzothinta amaRandi ayizigidi ezine. Okungeziwe kulokhu ukungaqiniseki kwezepolitiki, ukuguquguquka okungenzeka kwesidingo saseYurophu naseCaribbean, kanye nemiphumela yokuthunyelwa kwezimpahla eMedithera. Abaphathi baphikelela ngokuthi umonakalo ovela empini eMpumalanga Ephakathi kanye nokulungiswa kwamandla eYurophu kungokwesikhashana, kodwa imakethe ifuna isiqinisekiso sokuthi kuzogcinwa izinqolobane ezinamandla ezingxenyeni ezizayo.
Ngaphambi kokukhishwa kwemali engenayo, abahlaziyi abaningana base behlise imigomo yabo yentengo ngenxa yezindleko zikaphethiloli kanye namanani abuthakathaka kwezinye izifunda. I-Deutsche Bank ibeke umgomo wayo ku-$29, i-Goldman Sachs ku-$30, kanye ne-Barclays ku-$33, kanti i-Jefferies igcine isincomo sokuthenga ngenhloso engu-$33. Le nkampani ihweba ngenani eliphansi kunezimbangi ezifana neRoyal Caribbean kanye neNorway, ngokusho kwedatha yemakethe, yize izinga layo lesikweletu lihlala liyisici esibalulekile kubatshalizimali.
Isithombe esiphelele sale kota singesinye sezinkampani ezithengisa kakhulu ngamanani angcono , ngamadiphozithi aqopha umlando kanye nokubhukha ngo-2027 okuphezulu kakhulu, ngenkathi zizama ukulawula umthelela wezindleko zikaphethiloli futhi ziqhubeke nokunciphisa izikweletu. ESpain, lo mfutho ubonakala emikhankasweni efana neyaseCosta Cruises kanye nomsebenzi wokukhangisa we-Alicante neCarnival UK ukuze kudonswe izingcingo eziningi zokungena emachwebeni. Inselelo yezinyanga ezizayo kuzoba ukuqinisekisa ukuthi isidingo siyagcinwa nokuthi izingcindezi zezindleko azisithinti ukuthuthukiswa kokusebenza.
