Samsonite: Largely in Line Performance
Samsonite reported 1Q results with in-line sales but weak operating margin. It’s the 1st time that Samsonite has released quarterly financial...
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Samsonite: Looking to Book Some Profits
Samsonite International Sa (1910 HK) is up >40% since the buy call in January and currently trades at slightly over 20x 2017e EPS. While I've...
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Multi-Brand, Multi-Category, and Multi-Region Strategy Make Samsonite Resilient
We initiate coverage of Samsonite with a fair value estimate of HKD 33 per share, representing 17 times prospective price/earnings, 13.4 times...
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Samsonite: Consensus Beating Performance Boosts Confidence
With performance largely in line with expectations shared in previous note (sales slightly lower and margin slightly ahead), Samsonite has cemented...
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Samsonite: Another Opportunity to BUY
Since the last note on Samsonite, the stock moved up 15% to ~HKD25 but then gave up the gains to trade ~HKD23 last week. The 15% rally coincided...
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