Expanding DTC Channels And Tumi's Lightweight Luggage Will Strengthen Market Position

AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Published
23 Jan 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
HK$21.20
22.9% undervalued intrinsic discount
08 Aug
HK$16.34
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1Y
-24.4%
7D
2.1%

Author's Valuation

HK$21.2

22.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 14%

Shared on23 Apr 25
Fair value Decreased 0.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 5.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.99%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 6.32%

AnalystConsensusTarget has decreased revenue growth from 6.9% to 3.7%.

Shared on12 Mar 25
Fair value Increased 37%

AnalystConsensusTarget has increased revenue growth from 2.9% to 6.9%, increased future PE multiple from 12.3x to 14.5x, decreased discount rate from 9.9% to 8.7% and increased shares outstanding growth rate from -0.1% to -0.0%.