Consensus estimates, management guidance and commentary, and questions for management in preparation for the earnings release tonight.
Please see our note: http://docs.hedgeye.com/HE_NCLH_EarningsPrep_10.29.14.pdf
Takeaway: Should report a decent 3Q. FY 2014 yield guidance range may be narrowed but the focus will be on the undervalued Prestige combo in 2015
Consensus estimates, management guidance and commentary, and questions for management in preparation for the earnings release tonight.
Please see our note: http://docs.hedgeye.com/HE_NCLH_EarningsPrep_10.29.14.pdf