Top Calls: Redburn Upgrads Cruise Operators

The video discusses the impact of COVID-19 on travel pricing, particularly in the cruise industry. It highlights the differences in booking windows between hotels and cruises, and how this affects pricing. The role of travel agents has diminished due to a shift towards online bookings, benefiting cruise lines. The video also covers stock upgrades for Carnival and Norwegian, noting their exposure to slower-recovering markets compared to Royal Caribbean.

What factors are influencing pricing in the travel sector post-COVID?

How has the booking window for cruises compared to hotels, and what impact does this have on pricing?

What changes in consumer behavior regarding travel agents were observed during COVID?

Why might the cruise industry have advantages in the current travel market?

What is the significance of the pricing differential between hotel and cruise pricing observed during COVID?

How do the top cruise lines' market control affect online bookings?

What are the implications of the longer booking curve for Carnival and Norwegian compared to Royal Caribbean?