Layukan tafiye-tafiye masu tsayi suna da ƙarfi

Tare da lokacin hutu yanzu yana kan nisa, shin hutun na shekara zai iya yin nisa da tunanin mutane? Mun duba tare da Zacks babban manazarcin tafiye-tafiye & nishaɗin masana'antar Sean P. Smith don ganin yadda al'amura ke gudana a kasuwannin layin dogo a kwanakin nan.

Shin akwai wani babban abin mamaki da aka samu a cikin kwata kawai da aka ruwaito tsakanin kamfanoni a cikin ɗaukar hoto?

Royal Caribbean (RCL) ya ba da rahoton sakamakon ribar da aka samu a cikin kwata na biyu wanda ya yi daidai da kiyasin mu, yayin da Carnival Cruises (CCL), (CUK) ya buga sakamakon kashi na biyu wanda ya wuce tsammaninmu da kusan 15%, ko $0.07 a kowace rabon. Duk da waɗannan sakamakon, duk da haka, mun rage ƙimar mu na cikakken shekara ga kamfanoni biyu, rage kiyasin EPS na 2008 na Royal Caribbean da kusan 8% da ƙididdigar mu na Carnival da kusan 13%.

Da yake neman zuwa shekarar kasafin kuɗi na 2009, mun bar kiyasin mu na Royal Caribbean ba canzawa, kuma mun rage kimar mu na Carnival da kusan 15%.

Wadanne batutuwa kuke ganin ke da tasiri a masana'antar gaba daya?

A halin yanzu, farashin man fetur shine mafi mahimmancin batun da ke fuskantar masana'antar layin dogo. Kamar yadda mutum zai yi tunanin jiragen ruwa masu girman gaske, man fetur yana da mahimmancin shigar da kayayyaki, kuma yayin da farashin ya hauhawa a cikin shekarar da ta gabata, an matsa lamba kan iyakokin ayyukan jiragen ruwa.

Ƙungiyar gudanarwa ta Carnival tana tsammanin ƙarin farashin man fetur zai kashe kamfanin kusan $ 0.92 a cikin kuɗin da aka samu a kowane kashi a lokacin kasafin kudi na 2008. Don yin la'akari, kiyasin samun kuɗin da muke samu na kamfanin shine $ 2.69 a kowace rabon. A bayyane yake, mafi girman farashin man fetur yana ɗaukar wani abu mai mahimmanci daga yawan kuɗin da kamfanin ke samu.

Hakanan ana samun tasiri sosai ta Royal Caribbean saboda hauhawar farashin mai. Ba kamar Carnival ba, duk da haka, Royal Caribbean yana shinge wani yanki na buƙatun mai, yana kulle farashin abubuwan kashewa na gaba. Wannan shingen ya samar da wani matakin kariya, amma mafi girman kuɗaɗen mai gaba ɗaya ba zai yuwu ba.

A kiran taron kwata na biyu, kamfanin ya kiyasta cewa canjin dala 10 kan kowace ganga a farashin danyen mai na kasuwa na sauran shekara zai haifar da canjin dalar Amurka miliyan 20 a cikin jimillar kudaden man da kamfanin ke kashewa, ko kuma kusan dala 0.10 a kowacce kaso. Ganin cewa farashin danyen man ya ragu kadan tun tsakiyar lokacin rani, muna sa ran cewa wasu matsalolin kashe kudi sun ragu, amma idan aka kwatanta da bara, farashin a yau yana da yawa sosai.

Ta wace hanya ce tattalin arzikin Amurka ke tafiyar hawainiya ya yi tasiri kai tsaye ga kamfanonin da kuke bi?

Layukan jirgin ruwa sun yi sa'a har zuwa wannan lokacin a cikin cewa buƙatar manyan layin ya kasance mai ƙarfi. Hanyoyin yin rajista sun kasance masu kyau, kuma ƙimar zama na ci gaba da kasancewa da ƙarfi. Tabbas, yayin da koma bayan tattalin arziki ke ci gaba da yin tasiri ga ciyarwar mabukaci, layukan jirgin ruwa na iya fara ganin ƙimar zama da ikon farashin farashi. Ya zuwa yanzu, duk da haka, yana da alama cewa yawancin masu amfani za su gwammace su rage wasu abubuwan kashe kuɗi na yau da kullun sabanin barin hutu na shekara-shekara. Bugu da ƙari, ƙimar da aka tsinta ta hanyar layin jirgin ruwa ya kasance mai girma, dangane da sauran yuwuwar tafiye-tafiyen hutu.

Wadanne kimomi kuke da su a halin yanzu akan manyan layin jirgin ruwa?

A halin yanzu muna da ƙimar Buy akan hannun jari na Royal Caribbean, dangane da ƙima. Kasuwancin hannun jari yana yin ragi mai mahimmanci ga Carnival, kuma muna aiwatar da ingantaccen ci gaba mai zuwa. Bugu da ƙari, kamfanin zai gabatar da abin da zai zama jirgin ruwa mafi girma a duniya a ƙarshen shekara mai zuwa, kuma muna sa ran cewa wannan ƙari ga jiragen ruwa zai ba kamfanin gagarumar fa'ida a kasuwar Caribbean.

Muna kimanta hannun jari na Carnival a Hold a wannan lokacin. Kodayake kamfani ya fi girma a cikin masana'antar, mun yi imanin cewa farashin hannun jari daidai yake nuna halin da ake ciki a kamfanin. Carnival za ta bayar da rahoton sakamakon kashi na uku daga baya a wannan watan, kuma za mu sabunta tunaninmu a lokacin.

Ta yaya za ku shawarci masu zuba jari da ke neman ƙara bayyana wa wannan masana'antar a nan gaba?

A mafi yawan shekara, hannayen jari sun yi ciniki daidai da farashin danyen mai, idan aka yi la'akari da mahimmancin wannan shigarwar kan yadda kamfanonin ke gudanar da harkokin hada-hadar kudi. Muna sa ran wannan yanayin zai ci gaba da dan kadan, duk da cewa matakan da kamfanonin suka dauka na inganta ingancin man fetur sun taimaka kadan. A cikin gajeren lokaci, za mu ba da shawara ga masu zuba jari su sa ido kan hoton da ake bukata.

Idan kamfanonin za su iya ci gaba da samar da kudaden shigarsu da karfi a duk lokacin koma bayan tattalin arziki, ya kamata su kasance cikin shirin cin gajiyar karin karfin farashin da zarar tattalin arzikin ya inganta. Idan, duk da haka, buƙatun ya fara raunana, tasirin mafi yawan kuɗin man fetur zai kara tsanantawa, kuma za mu sa ran kiyasin samun kudin shiga ya fadi.

Sean P. Smith babban manazarci ne na Zacks wanda ke rufe masana'antar tafiye-tafiye & nishaɗi don Binciken Zacks Equity.