Research
FORUM TRANSCRIPT

MSC Cruises – Bookings Environment & Cost Dynamics – 24 May 2021

  • Credit
  • Consumer
  • North America
PREMIUM

Specialist

Former executive at MSC Cruises (USA) Inc

Agenda

  • Phasing of recovery in 2021 by region, as well as bookings environment in 2022
  • EBITDA margins in 2021 and post-coronavirus
  • CAPEX requirements in 2021-23
  • Ship valuations and consolidation expectations post-coronavirus

Questions

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