{"id":48223,"date":"2026-03-02T19:44:31","date_gmt":"2026-03-02T19:44:31","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/nclh%eb%8a%94-%ec%a1%b0%ec%a0%95-%ea%b8%b0%ec%a4%80-%eb%b6%84%ea%b8%b0-%ec%a3%bc%eb%8b%b9%ec%88%9c%ec%9d%b4%ec%9d%b5eps%ec%9d%b4-%ec%a3%bc%eb%8b%b9-0-28%eb%8b%ac%eb%9f%ac%eb%a1%9c-%ec%8b%9c%ec%9e%a5\/"},"modified":"2026-03-02T19:44:31","modified_gmt":"2026-03-02T19:44:31","slug":"nclh%eb%8a%94-%ec%a1%b0%ec%a0%95-%ea%b8%b0%ec%a4%80-%eb%b6%84%ea%b8%b0-%ec%a3%bc%eb%8b%b9%ec%88%9c%ec%9d%b4%ec%9d%b5eps%ec%9d%b4-%ec%a3%bc%eb%8b%b9-0-28%eb%8b%ac%eb%9f%ac%eb%a1%9c-%ec%8b%9c%ec%9e%a5","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/nclh%eb%8a%94-%ec%a1%b0%ec%a0%95-%ea%b8%b0%ec%a4%80-%eb%b6%84%ea%b8%b0-%ec%a3%bc%eb%8b%b9%ec%88%9c%ec%9d%b4%ec%9d%b5eps%ec%9d%b4-%ec%a3%bc%eb%8b%b9-0-28%eb%8b%ac%eb%9f%ac%eb%a1%9c-%ec%8b%9c%ec%9e%a5\/","title":{"rendered":"NCLH\ub294 \uc870\uc815 \uae30\uc900 \ubd84\uae30 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS)\uc774 \uc8fc\ub2f9 0.28\ub2ec\ub7ec\ub85c \uc2dc\uc7a5 \uc608\uc0c1\uce58\uc640 \uc77c\uce58\ud588\uc73c\uba70, \uc804\ub144 \ub3d9\uae30 0.26\ub2ec\ub7ec\uc5d0\uc11c \uc0c1\uc2b9\ud588\ub2e4\uace0 \ubcf4\uace0\ud588\ub2e4."},"content":{"rendered":"\ub178\ub974\uc6e8\uc9c0\uc548 \ud06c\ub8e8\uc988 \ub77c\uc778(Norwegian Cruise Line)\uc740 \ubd84\uae30 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS, **\uc8fc\uc2dd 1\uc8fc\ub2f9 \ubc8c\uc5b4\ub4e4\uc778 \uc774\uc775**)\uc774 **0.28\ub2ec\ub7ec**\ub77c\uace0 \ubc1c\ud45c\ud588\uc73c\uba70, \uc774\ub294 \uc7ad\uc2a4 \ucee8\uc13c\uc11c\uc2a4 \ucd94\uc815\uce58(Zacks Consensus Estimate, **\uc5ec\ub7ec \uc560\ub110\ub9ac\uc2a4\ud2b8 \uc608\uc0c1\uce58\ub97c \ubaa8\uc544 \ub9cc\ub4e0 \ud3c9\uade0 \uc608\uc0c1\uce58**)\uc640 \uac19\uc558\uc2b5\ub2c8\ub2e4. \uc774\ub294 1\ub144 \uc804 **0.26\ub2ec\ub7ec**\uc640 \ube44\uad50\ub418\ub294 \uc218\uce58\uc774\uba70, \ube44\uacbd\uc0c1 \ud56d\ubaa9(non\u2011recurring items, **\ub9e4\ubc88 \ubc18\ubcf5\ub418\uc9c0 \uc54a\ub294 \uc77c\ud68c\uc131 \uc694\uc778**)\uc744 \uc81c\uc678\ud574 \uc870\uc815\ud55c \uc218\uce58\uc785\ub2c8\ub2e4.\n\n\uc774\ubc88 \ubd84\uae30\uc758 \uc774\uc775 \uc11c\ud504\ub77c\uc774\uc988(earnings surprise, **\uc2e4\uc81c \uc2e4\uc801\uc774 \uc608\uc0c1\uce58\uc640 \uc5bc\ub9c8\ub098 \ub2ec\ub790\ub294\uc9c0**)\ub294 **-0.50%**\uc600\uc2b5\ub2c8\ub2e4. \uc9c1\uc804 \ubd84\uae30\uc5d0\ub294 EPS\uac00 **1.2\ub2ec\ub7ec**\ub85c, \uc608\uc0c1 **1.16\ub2ec\ub7ec**\ub97c \uc6c3\ub3cc\uc544 **+3.45%**\uc758 \uc11c\ud504\ub77c\uc774\uc988\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.\n\n\ucd5c\uadfc 4\uac1c \ubd84\uae30 \ub3d9\uc548 \ud68c\uc0ac\ub294 \ucee8\uc13c\uc11c\uc2a4 EPS \uc608\uc0c1\uce58\ub97c **\ud55c \ubc88**\ub9cc \uc0c1\ud68c\ud588\uc2b5\ub2c8\ub2e4. 2025\ub144 12\uc6d4\uc5d0 \ub05d\ub09c \ubd84\uae30\uc758 \ub9e4\ucd9c\uc740 **22\uc5b54,000\ub9cc \ub2ec\ub7ec**\ub85c, \ucee8\uc13c\uc11c\uc2a4 \uc608\uc0c1\uce58\ubcf4\ub2e4 **4.55% \ub0ae\uc558\uace0**, 1\ub144 \uc804 **21\uc5b51,000\ub9cc \ub2ec\ub7ec**\ubcf4\ub2e4 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.\n\n\uc8fc\uac00\ub294 \uc5f0\ucd08 \uc774\ud6c4 \uc57d **11.1%** \uc0c1\uc2b9\ud588\uc73c\uba70, \uac19\uc740 \uae30\uac04 S&#038;P 500(\ubbf8\uad6d \ub300\ud45c \uc8fc\uac00\uc9c0\uc218)\uc740 **0.5%** \uc62c\ub790\uc2b5\ub2c8\ub2e4. \uc2e4\uc801 \ubc1c\ud45c \uc804\uc5d0\ub294 \ucd94\uc815\uce58 \ubcc0\uacbd(estimate revisions, **\uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc774 \uae30\uc874 \uc804\ub9dd\uc744 \uc62c\ub9ac\uac70\ub098 \ub0b4\ub9ac\ub294 \uac83**)\uc774 \uc5c7\uac08\ub838\uace0, \uc774 \uc8fc\uc2dd\uc758 \uc7ad\uc2a4 \ub4f1\uae09(Zacks Rank, **\uc2e4\uc801 \uc804\ub9dd \ubcc0\ud654 \ub4f1\uc744 \ubc18\uc601\ud55c \ub4f1\uae09**)\uc740 **#3(\ubcf4\uc720)**\uc785\ub2c8\ub2e4.\n\n\ud604\uc7ac \ucee8\uc13c\uc11c\uc2a4 \uc804\ub9dd\uc740 \ub2e4\uc74c \ubd84\uae30 EPS **0.18\ub2ec\ub7ec**, \ub9e4\ucd9c **23\uc5b56,000\ub9cc \ub2ec\ub7ec**\uc785\ub2c8\ub2e4. \uc774\ubc88 \ud68c\uacc4\uc5f0\ub3c4(fiscal year, **\ud68c\uc0ac\uac00 \uc815\ud55c 1\ub144 \ub2e8\uc704 \ud68c\uacc4 \uae30\uac04**) \ucee8\uc13c\uc11c\uc2a4\ub294 EPS **2.56\ub2ec\ub7ec**, \ub9e4\ucd9c **109\uc5b5 \ub2ec\ub7ec**\uc785\ub2c8\ub2e4.\n\n\ub808\uc800\u00b7\ub808\ud06c\ub9ac\uc5d0\uc774\uc158 \uc11c\ube44\uc2a4(Leisure and Recreation Services, **\uc5ec\uac00 \uad00\ub828 \uc11c\ube44\uc2a4 \uc5c5\uc885**)\ub294 250\uac1c\uac00 \ub118\ub294 \uc7ad\uc2a4 \uc5c5\uc885 \uac00\uc6b4\ub370 **\ud558\uc704 27%**\uc5d0 \uc18d\ud569\ub2c8\ub2e4. \uc7ad\uc2a4 \ub9ac\uc11c\uce58\ub294 \uc0c1\uc704 50%\uac00 \ud558\uc704 50%\ubcf4\ub2e4 **2\ubc30 \uc774\uc0c1** \uc131\uacfc\uac00 \uc88b\ub2e4\uace0 \ub9d0\ud569\ub2c8\ub2e4.\n\n\ubca0\uc77c \ub9ac\uc870\ud2b8(Vail Resorts)\ub294 2026\ub144 1\uc6d4\uc5d0 \ub05d\ub09c \ubd84\uae30 \uc2e4\uc801\uc744 **3\uc6d4 9\uc77c** \ubc1c\ud45c\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc608\uc0c1 EPS\ub294 **6.05\ub2ec\ub7ec**\ub85c \uc804\ub144 \ub300\ube44 **7.8% \uac10\uc18c**, \ub9e4\ucd9c\uc740 **11\uc5b52,000\ub9cc \ub2ec\ub7ec**\ub85c \uc804\ub144 \ub300\ube44 **1.9% \uac10\uc18c**\uac00 \uc608\uc0c1\ub429\ub2c8\ub2e4.\n\n\ub178\ub974\uc6e8\uc9c0\uc548 \ud06c\ub8e8\uc988 \ub77c\uc778\uc740 \uc774\uc775\uc740 \ubaa9\ud45c\uc5d0 \ub9de\ucdc4\uc9c0\ub9cc \ub9e4\ucd9c\uc740 \uc608\uc0c1\uc5d0 \ubabb \ubbf8\ucce4\uae30 \ub54c\ubb38\uc5d0, \uc6b0\ub9ac\ub294 \uc2e0\uc911\ud569\ub2c8\ub2e4. 1\uc6d4 \uc774\ud6c4 \uc8fc\uac00\uac00 **11.1%** \uae09\ub4f1\ud588\uc9c0\ub9cc, \ud68c\uc0ac\ub294 \uc774\uc81c **4\uac1c \ubd84\uae30 \uc5f0\uc18d** \ub9e4\ucd9c \uc608\uc0c1\uce58\ub97c \ubc11\ub3cc\uc558\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \uad34\ub9ac\ub294 \ucd5c\uadfc \uc8fc\uac00 \uc0c1\uc2b9\uc774 \uc57d\ud560 \uc218 \uc788\uc74c\uc744 \ub73b\ud569\ub2c8\ub2e4.\n\n\uc774\ub7f0 \uc0c1\ud669\uc744 \uace0\ub824\ud558\uba74, \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548 \ud2b8\ub808\uc774\ub354(trader, **\ub2e8\uae30\uac04 \ub9e4\ub9e4\ub97c \ud558\ub294 \ud22c\uc790\uc790**)\ub294 \ubc29\uc5b4\uc801\uc774\uac70\ub098 \ud558\ub77d\uc5d0 \ub300\ube44\ud558\ub294 \ud3ec\uc9c0\uc158(position, **\ud22c\uc790\uc5d0\uc11c \ucde8\ud55c \ubc29\ud5a5\uacfc \uaddc\ubaa8**)\uc744 \uc0dd\uac01\ud560 \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4. 2026\ub144 4\uc6d4 \ub610\ub294 5\uc6d4 \ub9cc\uae30(expiration, **\uc635\uc158 \uacc4\uc57d\uc774 \ub05d\ub098\ub294 \ub0a0\uc9dc**)\uc758 \ud48b\uc635\uc158(put options, **\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac**)\uc744 \ub9e4\uc218\ud558\ub294 \uac83\uc740, \uc8fc\uac00\uac00 \ucd5c\uadfc \uace0\uc810\uc5d0\uc11c \ub0b4\ub824\uc62c \uacbd\uc6b0 \uc774\uc775\uc744 \ub178\ub9ac\uae30 \uc26c\uc6b4 \ubc29\ubc95\uc785\ub2c8\ub2e4. \uc774 \uc804\ub7b5\uc740 \ud68c\uc0ac \uacbd\uc601\uc9c4\uc774 \ud5a5\ud6c4 \uc608\uc57d(bookings, **\uc55e\uc73c\ub85c \uc774\uc6a9\ud558\uae30\ub85c \ud55c \uc608\uc57d**)\uc5d0 \ub300\ud574 \ubd80\uc815\uc801\uc778 \ub9d0\uc744 \ud560 \uc704\ud5d8\uc5d0 \ub300\ube44\ud558\ub294 \ud5e4\uc9c0(hedge, **\uc190\uc2e4 \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \ubc29\uc5b4 \uc218\ub2e8**) \uc5ed\ud560\ub3c4 \ud569\ub2c8\ub2e4.\n\n\uc774 \uc2e0\uc911\ud55c \uc804\ub9dd\uc740 2025\ub144 \ub9d0 \ubc1c\ud45c\ub41c \ucd5c\uadfc \uacbd\uc81c \ub370\uc774\ud130(economic data, **\uacbd\uae30 \uc0c1\ud669\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ud1b5\uacc4**)\ub85c\ub3c4 \ub4b7\ubc1b\uce68\ub429\ub2c8\ub2e4. \ubbf8\uad6d \uc18c\ube44\uc790 \uc2e0\uc6a9\uce74\ub4dc \uc794\uc561(consumer credit card balances, **\uce74\ub4dc\ub85c \ube5a\uc9c4 \ub204\uc801 \uae08\uc561**)\uc774 **1\uc8701,500\uc5b5 \ub2ec\ub7ec**\ub97c \ub118\ub294 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \ub192\uc740 \ubd80\ucc44\ub294 \uc2dc\uac04\uc774 \uc9c0\ub098\uba74 \ud06c\ub8e8\uc988 \uac19\uc740 \ud070\ub3c8\uc774 \ub4dc\ub294 \uc120\ud0dd\uc801 \uc18c\ube44(discretionary spending, **\uaf2d \ud544\uc694\ud558\uc9c0 \uc54a\uc740 \uc9c0\ucd9c**)\ub97c \uc904\uc774\uac8c \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub798\uc11c \uc774\ubc88 \ub9e4\ucd9c \ubbf8\ub2ec\uc740 \ud5a5\ud6c4 \ubd84\uae30\uc5d0\uc11c \ub354 \uac71\uc815\uc2a4\ub7fd\uc2b5\ub2c8\ub2e4.\n\n\ud55c\ud3b8, \uad6d\uc81c \ud06c\ub8e8\uc988\uc120 \ud611\ud68c(CLIA, Cruise Lines International Association, **\ud06c\ub8e8\uc988 \uc5c5\uacc4\ub97c \ub300\ud45c\ud558\ub294 \ud611\ud68c**)\ub294 1\uc6d4\uc5d0 2026\ub144 \uc608\uc57d \ubb3c\ub7c9\uc774 2025\ub144 \uac19\uc740 \uc2dc\uc810\ubcf4\ub2e4 **9% \uc55e\uc120\ub2e4**\uace0 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc \uac00\uaca9 \uc0c1\uc2b9\uc740 \ud06c\uc9c0 \uc54a\ub2e4\ub294 \ubcf4\uace0\ub3c4 \uc788\uc5b4, \ubb3c\ub7c9\uc744 \ub298\ub9ac\ub824\uba74 \ud560\uc778(discounting, **\uac00\uaca9\uc744 \ub0ae\ucd94\ub294 \ud310\ub9e4**)\uc774 \ud544\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub798\uc11c \uc6b0\ub9ac\ub294 \ud0d1\uc2b9\ub960(occupancy, **\uc88c\uc11d\/\uac1d\uc2e4\uc774 \uc5bc\ub9c8\ub098 \ucc3c\ub294\uc9c0**)\ubfd0 \uc544\ub2c8\ub77c \ub9e4\ucd9c\uacfc \uc218\uc775\uc131(profitability, **\ub3c8\uc744 \uc5bc\ub9c8\ub098 \ub0a8\uae30\ub294\uc9c0**)\uc5d0 \ub354 \ucd08\uc810\uc744 \ub461\ub2c8\ub2e4.\n\n\uc6b0\ub9ac\ub294 2023\ub144\uc5d0\ub3c4 \ube44\uc2b7\ud55c \uc0c1\ud669\uc744 \uae30\uc5b5\ud569\ub2c8\ub2e4. \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc5ec\ud589 \uc5f4\uae30\uac00 \ud06c\ub8e8\uc988 \uc8fc\uc2dd\uc744 \ube60\ub974\uac8c \ub04c\uc5b4\uc62c\ub9b0 \ub4a4 \uc870\uc815(correction, **\ube60\ub974\uac8c \uc624\ub978 \ub4a4 \uac00\uaca9\uc774 \ub0b4\ub824\uac00\ub294 \ud750\ub984**)\uc744 \uacaa\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8\ub54c\ub294 \uc88b\uc740 \ubd84\uc704\uae30\uac00 \uc2e4\uc81c \uc7ac\ubb34 \uc131\uacfc\ubcf4\ub2e4 \uc55e\uc11c\uac08 \uc218 \uc788\ub2e4\ub294 \uc810\uc744 \ubcf4\uc5ec\uc92c\uc2b5\ub2c8\ub2e4. \uc9c0\uae08\uc758 \uc8fc\uac00 \uae09\ub4f1\ub3c4 \uadf8\ub54c\uc758 \uacfc\ud55c \uae30\ub300\ub97c \ub5a0\uc62c\ub9ac\uac8c \ud569\ub2c8\ub2e4.\n\n<!-- wp:paragraph-->\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\ub9e4\ucd9c \uc1fc\ud06c\uc5d0 11% \uae09\ub4f1, \uac70\ud488\uc77c\uae4c? \ub178\ub974\uc6e8\uc9c0\uc548\uc740 EPS 0.28\ub85c \uc608\uc0c1 \ubd80\ud569\ud588\uc9c0\ub9cc \ub9e4\ucd9c\uc740 4.55% \ubbf8\ub2ec, 4\ubd84\uae30 \uc5f0\uc18d \uc2e4\ub9dd. \ubd80\ucc44\u00b7\uc57d\ud55c \uc5c5\uc885 \uc18d \ud48b\uc635\uc158\u00b7\ubca0\uc5b4\ucf5c\ub85c \ubc29\uc5b4 \uad8c\uace0. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":103,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48223","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/48223","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/103"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=48223"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/48223\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=48223"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=48223"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=48223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}