-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：NCLH第一季度每股收益为0.23美元，高于市场普遍预期的0.14美元；息税折旧摊销前利润（EBITDA）为5.33亿美元，也高于此前预期的5.01亿美元，但业绩被大幅下调的业绩指引所掩盖。管理层将每股收益指引从2.38美元下调至1.45美元至1.79美元，并预计净收益率将下降3%至5%，较此前持平的预期大幅恶化。我们认为，此次调整反映了需求和执行方面面临的挑战加剧，目前预订量低于最佳水平，且复苏前景不明朗。管理层预计第二季度净收益率将下降3.6%，并承认由于执行失误，公司目前的预订量低于最佳水平。地缘政治的不确定性正在影响欧洲的预订量，而收益管理方面的改进措施需要时间才能见效。公司已节省了1.25亿美元的销售、管理及行政费用（SG&A），并预计不计燃油成本的邮轮成本将保持不变。净杠杆率为5.3倍，债务高达152亿美元，资产负债表的灵活性仍然受限。我们认为，鉴于订单可预见性有限以及执行方面存在差距，在需求企稳之前，风险仍偏向下行。
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