bullish

Samsonite

Samsonite (1910 HK):  Time To Revisit After >20% Pullback + Just Announced Share Buyback

382 Views11 Jun 2024 15:56
Samsonite is similar to another HK-listed company that I have written extensively about, L'Occitane (973 HK).   The company announced a share buyback program this morning.
What is covered in the Full Insight:
  • Introduction to Samsonite and company's share buyback plan
  • Comparison with L'Occitane
  • Sales recovery and marketing spend
  • Expansion plans and financial projections for 2024
  • 1Q24 results recap
SUMMARY
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Steve Zhou, CFA
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Consumer Discretionary & Consumer StaplesEquity Bottom-UpThematic (Sector/Industry)
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  • Samsonite (1910 HK):  Time To Revisit After >20% Pullback + Just Announced Share Buyback
    11 Jun 2024
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