Samsonite's Rebuttal Clears Up Accounting Concerns but CEO Tainwala Steps Down
We maintain our fair value estimate of HKD 40.50 on Samsonite following its detailed rebuttal to short seller Blue Orca's accusations of accounting...
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Risk from Samsonite’s Skeletons Priced In, but Cloud of Suspicion May Linger
Samsonite’s share price fell 10% today before the stock was suspended from trading, following a report from short seller Blue Orca that the company...
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Samsonite: The Short Report
Samsonite International Sa (1910 HK) is down 20% since Soren Aandahl's new firm Blue Orca Capital came out with a short call yesterday based on...
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Raising Samsonite's FVE to HKD 40.50 on Lower U.S. Tax Rate
The cut in the U.S. corporate tax rate to 21% is better than the 25% we anticipated, and this lifts our fair value estimate for Samsonite...
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Samsonite International's FVE Upgraded to HKD 39 Per Share; Shares Are Undervalued
In our view, narrow-moat Samsonite International’s long-term story is attractive, although its operating profit in the first half missed the Street...
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