The Bigger Samsonite: Not Too Exciting
Tumi's price tag of $26.75/share or $1.8b (10% lower than $2b in initial news flow) values the company at 27.5x NTM earnings. For the standalone...
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Samsonite Buying Tumi: Levering Up
Having covered Tumi for a couple of years and, more importantly, having amassed a decent position in the January sell-off, I naturally feel elated...
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Samsonite & TUMI... Sitting in a Tree
Samsonite & Tumi sitting in a tree, K - I - S - S - I - N - G.First comes love.Then comes marriage.Then comes baby in...
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Samsonite: Rolling into Short Term Bumps After Bag-Ging Years of Impressively Consistent Growth
Samsonite (1910 HK) has consistently generated low double digit organic sales growth since 1H13 (higher earlier) despite individual market...
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China Tourists Coming Back: Transport
Chinese tourists are permitted to travel overseas and the destination countries are prepared to welcome them but they are yet to be seen through my...
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