Professional
Added to YB: 2025-09-18
Pitch date: 2025-09-05
1910.HK [neutral]
Samsonite Group S.A.
+13.02%
current return
Author Info
No bio for this author
Company Info
Samsonite Group S.A. engages in the design, manufacture, sourcing, and distribution of luggage, business and computer bags, outdoor and casual bags, and travel accessories in Asia, North America, Europe, and Latin America.
Market Cap
HKD 3.0B
Pitch Price
HKD 17.20
Price Target
N/A
Dividend
4.96%
EV/EBITDA
6.09
P/E
10.44
EV/Sales
1.39
Sector
Textiles, Apparel and Luxury Goods
Category
special_situation
Rome Capital Sold Portfolio Holding: Samsonite Group S.A.
1910.HK exited position: Initially expected U.S. dual listing multiple expansion but cyclical luggage demand declining in macro downturn. Post-COVID pent-up demand faded, tariff war uncertainty adds headwinds. Management won't pursue U.S. listing until trends improve, removing near-term catalysts.
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