Dec. 12 at 12:48 PM
$NCLH Nclh has better position than Carnival but Carnival had a better stock price because they didn't increase the fleet this year. NCLH could create free cash flow if they don't increase the fleet like carnival which means nclh must be revalued more than carnival or canival must be valued again to the lower side. nclh has the similar position of
$VIK if we consider the oceania and regent seven seas cruise. this is the chance that we can buy stock cheap til it creates free cash flow even they had this much fleet growth in 2027. So my opinion about this stock is conviction buy with target price
$30 per share.