In a note following analyst meetings on Anthem of the Seas during the ship's stateside inaugural, UBS said it sounds like RCL has more China plans but isn't ready to announce them yet.
Analyst Robin Farley noted RCL plans to add more capacity to its SkySea joint venture with Ctrip. She doesn't expect a newbuild, though. Rather, Farley pointed out the company has other ships of the Celebrity Century vintage. That vessel now sails as Golden Era for SkySea.
Farley added that while she doesn't expect RCL to build for its joint venture SkySea Cruises yet, the company has other ships of the Celebrity Century vintage. The 1995-built Celebrity Century began sailing as Golden Era for SkySea in May.
Farley told investors it sounds like China pricing continues to be healthy and nicely ahead of RCL's average.
UBS reiterated its 'buy' rating for RCL and a price target of $100.
Shares opened at $99.14 on Friday.