Magic Markets #145: Southern Sun and Carnival Corporation

The hospitality game is all about occupancy and pricing and getting those two things right. Just because we’re talking about the travel and leisure industry this week, doesn’t mean you can just sit back, kick up your feet and watch your investments compound. Join us on a deep dive into Carnival Corporation and Southern Sun, as we ask and answer the following questions:

• Carnival Corporation just posted its first profit since 2020. So why is the stock still falling sharply?
• Leisure travel is where it’s at for Southern Sun – but does that mean that business travel is a complete dud?
• The cruise ship posse seem to be making impressive gains in the short term – but does that mean that they can beat their land-based competitors at the long game?
• Is there a market for conferences on cruise liners?

Magic Markets Premium subscribers will remember that we’ve spoken about Carnival Corporation and their fight to stay afloat before. To access that show and a wealth of others, sign up to become a Premium subscriber today.

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