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The Global Shipping Crisis Is Not Over | Sal Mercogliano
Forward Guidance
Carnival Royal Caribbean and Norwegian Cruise Lines: A Restructuring
Carnival isn't just Carnival. It has subsidiary lines. Royal Caribbean, Norwegian has that. What you're going to see them do is bleed off some of these lines. If it's bankruptcy, whatever it is, what we saw them do last year was start scrapping vessels. And they've done very little to manage that. I love cruise ships, and I will go on them in a minute. But I think they need some management.
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