Professional
Added to YB: 2025-09-18
Pitch date: 2025-09-05
1910.HK [neutral]
Samsonite International S.A.
-19.32%
current return
Author Info
No bio for this author
Company Info
Samsonite International S.A. engages in the design, manufacture, sourcing, and distribution of travel luggage bags in North America, Asia, Europe, and Latin America.
Market Cap
HKD 4.3B
Pitch Price
HKD 16.24
Price Target
N/A
Dividend
3.54%
EV/EBITDA
6.84
P/E
10.02
EV/Sales
1.60
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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