Srinivas111
Oct 2, 4:23 AM
$RCL RCL thesis is getting more interesting: oil flows through the Strait of Hormuz have recovered to roughly 13M barrels/day, easing one major risk. Add RCLs planned
$6B Sandals acquisition, and the setup could benefit from both lower energy pressure and long-term growth in the Caribbean vacation market. The key is execution and integration.
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