花旗研究中心取消了维京控股的负面催化剂观察

2026-10-02 22:54

Citi Research analyst James Hardiman removed his negative catalyst watch for Viking Holdings (VIK) and reiterated his Buy rating as the disruptions tied to low river levels in the Rhine and Danube are now fully priced in given an 11% decline in the share price over the past three weeks.
“While our initial warning [on September 9] was met with no shortage of criticism, we believe continued disruptions in October are now baked into expectations, while the worst-case scenario (through year’s end) is arguably baked into valuations,” Hardiman writes in his note.
Hardiman sets a $113 price target for Viking Holdings (VIK) representing ~45% upside from Thursday’s close.
Shares are up nearly 3% on Friday, matching gains in peers Royal Caribbean (RCL), Carnival Corp. (CCL), and Norwegian Cruise Line Holdings (NCLH) on a drop in oil futures.

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