BofA 将 RCL 上调至买入，目标价 330 美元，基于 2027E EBITDA 低于 10 倍及约 40% 的利润率。
逐段跳播
今天早上我们来谈谈Royal Caribbean以及它的评级上调。是的，美国银行有一份关于Royal Caribbean的利好报告。他们将其评级从“中性”上调至“买入”。
Let's talk about Royal Caribbean this morning and its rating upgrade. Yes, there is a good report from Bank of America about Royal Caribbean. They are upgrading its rating to " buy" from "neutral".
他们维持Royal Caribbean 330美元的目标价。这目前并没有帮助它上涨，但他们预计这里会有更多动能。理由在于估值。我认为这些股票跌得太多了。
They are maintaining their $ 330 target price for Royal Caribbean. That hasn't helped it sail at the moment, but they expect more momentum here. The argument lies in the evaluation. I think the stocks have fallen too much.
它已经下跌超过26%，而按年度基准来看，大约是25%。美国银行现在表示，其交易价格不到其2027年预计息税折旧摊销前利润的10倍。
It has fallen by more than 26% , and when we talk about an annual basis, it is about 25%. Bank of America now says it is trading at less than 10 times its projected 2027 earnings before interest, taxes, depreciation and amortization.
他们对利润率的走向印象深刻。他们指出，利润率接近40%，同时投入资本回报强劲，资产负债表为投资级。他们一直拥有强劲的资产负债表，尤其是与同行相比时。
They are impressed with the direction in which profit margins are going. They point out that the profit margin is close to 40%, with strong returns on invested capital and an investment-grade balance sheet.
They have enjoyed a strong balance sheet, especially when compared to their peers.
他们已经覆盖了2027年预计燃料成本的一半以上，因此如果燃料价格继续上涨，他们有一定的保护。
They have covered more than half of the projected fuel costs for 2027, so they have some protection if fuel prices continue to rise.
是的，它最近在9月刚刚触及222这一低位。所以，从那个近期低点算起，有100美元的涨幅。
Yes, it just hit that low level of 222, as recently as September. So , you know that there is a $100 increase from that recent low level.
这个频道对 $RCL 的历次判断
Schwab Network 在这只股票上只有这一条判断。