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Samsonite Group S.A.Informe acción SEHK:1910

Capitalización bursátil HK$19.8b
Precio de las acciones
HK$14.27
HK$19.18
25.6% infravalorado descuento intrínseco
1Y-2.7%
7D-4.2%
Valor de la cartera
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Samsonite Group S.A.

Informe acción SEHK:1910

Capitalización de mercado: HK$19.8b

Samsonite Group (1910) Resumen de Acciones

Samsonite Group S.A. se dedica al diseño, fabricación, aprovisionamiento y distribución de maletas de viaje en Asia, Norteamérica, Europa y Latinoamérica. Saber más

Análisis fundamental de 1910
Puntuación del snowflake
Valoración6/6
Crecimiento futuro1/6
Rendimiento pasado2/6
Salud financiera4/6
Dividendos4/6

1910 Community Fair Values

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Competidores de Samsonite Group S.A.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Samsonite Group
Precios históricos de las acciones
Precio actual de la acciónHK$14.27
Máximo en las últimas 52 semanasHK$21.98
Mínimo de 52 semanasHK$13.52
Beta0.78
Cambio en 1 mes-6.06%
Variación en 3 meses-27.86%
Cambio de 1 año-2.66%
Variación en 3 años-39.02%
Variación en 5 años8.77%
Variación desde la OPV6.65%

Noticias y actualizaciones recientes

Recent updates

1910: Dual Listing Progress And New Share Issuance Mandate Will Support Stronger Outlook

Analysts have trimmed their HK$ price target for Samsonite Group to reflect updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. This has resulted in a modest reset of expectations for the stock.

1910: Dual Listing Preparations And New CFO Appointment Will Support Upside Potential

Analysts have trimmed their price target for Samsonite Group to around HK$23.13 from about HK$23.97, reflecting updated assumptions that combine a slightly higher discount rate and more moderate revenue growth with a small uplift in expected profit margins and future P/E. What's in the News Samsonite Group plans a board meeting on March 19, 2026, to consider and approve final results for the year ended December 31, 2025, and to consider a cash dividend recommendation to shareholders (Key Developments).

1910: Dual Listing Plans And Margin Outlook Will Support Long Term Upside

Analysts have modestly raised their HK$ price target for Samsonite Group after updating their assumptions. These now include a slightly higher fair value estimate, an adjusted discount rate, marginally softer revenue growth expectations, a stronger profit margin outlook, and a small change in projected future P/E.

1910: Dual Listing And Leadership Change Will Support Stronger Future Outlook

Analysts have adjusted Samsonite Group's price target from HK$22.78 to HK$23.97. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E.

1910: Dual Listing Progress And New CFO Will Support A Stronger Outlook

Analysts have made a small trim to their HK$19.84 fair value estimate for Samsonite Group, now at roughly HK$19.81. This reflects slightly higher assumed discount rates alongside marginally adjusted forecasts for revenue growth, profit margins and future P/E multiples.

1910: Dual Listing Plans And CFO Transition Will Guide A Measured Outlook

Analysts have slightly increased their fair value estimate for Samsonite Group to around HK$19.84 from about HK$19.79, reflecting modestly revised assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Samsonite Group S.A. has proposed amendments to its Articles of Incorporation, including measures to facilitate a potential dual listing and to allow American Depositary Shares to be listed on a United States stock exchange, alongside a proposal to cancel all outstanding treasury shares following completion of any potential dual listing (Company announcement).

1910: CFO Transition And Private Placement Will Shape A Measured Outlook

Analysts have made a small downward adjustment to their price target for Samsonite Group to about US$19.79. This reflects updated assumptions for discount rates, modestly higher projected revenue growth, slightly firmer profit margins and a marginally higher future P/E multiple.

1910: Private Placement And CFO Transition Will Shape A Measured Outlook

Analysts have raised their price target on Samsonite Group from $13.97 to $19.80, citing updated assumptions for revenue growth, profit margins, and a higher forward P/E multiple. What's in the News Samsonite Group S.A. closed a private placement transaction on December 29, 2025, indicating that a financing deal has been completed rather than just announced (Key Developments).

We Think Samsonite Group (HKG:1910) Is Taking Some Risk With Its Debt

Jan 12
We Think Samsonite Group (HKG:1910) Is Taking Some Risk With Its Debt

1910: Higher Future P/E And CFO Transition Will Support Long Term Upside

Analysts have adjusted their price target on Samsonite Group to US$25.37, citing updated assumptions around the discount rate, revenue growth, profit margin, and a higher future P/E multiple as key drivers of the change. What's in the News Samsonite Group S.A. closed a private placement transaction on December 29, 2025, completing a previously announced capital-raising move (Key Developments).

1910: Profit Margin Reset And CFO Transition Will Support Stronger Long Term Upside

Analysts have trimmed their price target on Samsonite Group by approximately 12 percent to about $25 per share, citing slightly lower expected profit margins. These are seen as more than offsetting modest improvements in projected revenue growth and valuation multiples.

Samsonite Group S.A.'s (HKG:1910) Shares Climb 25% But Its Business Is Yet to Catch Up

Dec 08
Samsonite Group S.A.'s (HKG:1910) Shares Climb 25% But Its Business Is Yet to Catch Up

1910: Share Buyback Completion and Leadership Transition Will Drive Stronger Outlook

Analysts have raised their fair value estimate for Samsonite Group from $21.49 to $22.78. This adjustment reflects improved revenue growth and profit margin forecasts.

1910: Share Buyback Completion Will Improve Market Sentiment Going Forward

Samsonite Group's analyst price target has increased by $1.00 to $21.49, as analysts cite improved revenue growth forecasts, which are offset by a slightly lower profit margin and reduced discount rate. What's in the News Samsonite S.A. announced that CFO and Treasurer Reza Taleghani will step down for a role at another company.

Returns On Capital Are Showing Encouraging Signs At Samsonite Group (HKG:1910)

Oct 02
Returns On Capital Are Showing Encouraging Signs At Samsonite Group (HKG:1910)

Samsonite Group (HKG:1910) Takes On Some Risk With Its Use Of Debt

Sep 18
Samsonite Group (HKG:1910) Takes On Some Risk With Its Use Of Debt

Emerging Markets Expansion Will Shape Future Travel Trends

Despite the consensus Analyst Price Target for Samsonite Group remaining unchanged at HK$20.49, a sharp rise in the Future P/E from 12.33x to 96.17x signals increased market expectations or potential earnings weakness. What's in the News Samsonite launched the Paralux Collection, a premium line of sustainable luggage and bags made with at least 50% recycled materials, featuring user-repairable wheels and dual-access design, and recipient of two Red Dot awards for Sustainability and Design.

Samsonite Group S.A. (HKG:1910) Investors Are Less Pessimistic Than Expected

Sep 03
Samsonite Group S.A. (HKG:1910) Investors Are Less Pessimistic Than Expected

Is There Now An Opportunity In Samsonite Group S.A. (HKG:1910)?

Jul 24
Is There Now An Opportunity In Samsonite Group S.A. (HKG:1910)?

Is Samsonite Group (HKG:1910) A Risky Investment?

Jun 16
Is Samsonite Group (HKG:1910) A Risky Investment?

Here's Why Shareholders May Want To Be Cautious With Increasing Samsonite Group S.A.'s (HKG:1910) CEO Pay Packet

May 27
Here's Why Shareholders May Want To Be Cautious With Increasing Samsonite Group S.A.'s (HKG:1910) CEO Pay Packet

Samsonite Group S.A. Just Missed Earnings - But Analysts Have Updated Their Models

May 15
Samsonite Group S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Samsonite Group (HKG:1910) Shareholders Will Want The ROCE Trajectory To Continue

May 08
Samsonite Group (HKG:1910) Shareholders Will Want The ROCE Trajectory To Continue

Is It Too Late To Consider Buying Samsonite Group S.A. (HKG:1910)?

Apr 23
Is It Too Late To Consider Buying Samsonite Group S.A. (HKG:1910)?

Little Excitement Around Samsonite Group S.A.'s (HKG:1910) Earnings As Shares Take 39% Pounding

Apr 07
Little Excitement Around Samsonite Group S.A.'s (HKG:1910) Earnings As Shares Take 39% Pounding

Is Samsonite International S.A. (HKG:1910) Trading At A 50% Discount?

Feb 16
Is Samsonite International S.A. (HKG:1910) Trading At A 50% Discount?
User avatar

Expansion Into DTC And Tumi Growth May Boost Future Revenue, But Consumer Sentiment Remains A Concern

Strategic expansion in DTC and Tumi brand investment is set to boost revenue through direct consumer engagement and premium positioning.

What Is Samsonite International S.A.'s (HKG:1910) Share Price Doing?

Jan 13
What Is Samsonite International S.A.'s (HKG:1910) Share Price Doing?

Samsonite International S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Nov 15
Samsonite International S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Samsonite International (HKG:1910) Might Have The Makings Of A Multi-Bagger

Nov 14
Samsonite International (HKG:1910) Might Have The Makings Of A Multi-Bagger

Samsonite International S.A.'s (HKG:1910) Price Is Out Of Tune With Earnings

Oct 28
Samsonite International S.A.'s (HKG:1910) Price Is Out Of Tune With Earnings

Should You Investigate Samsonite International S.A. (HKG:1910) At HK$20.55?

Sep 30
Should You Investigate Samsonite International S.A. (HKG:1910) At HK$20.55?

Is Samsonite International (HKG:1910) Using Too Much Debt?

Sep 16
Is Samsonite International (HKG:1910) Using Too Much Debt?

Here's Why Samsonite International (HKG:1910) Has Caught The Eye Of Investors

Jul 11
Here's Why Samsonite International (HKG:1910) Has Caught The Eye Of Investors

Is Samsonite International S.A. (HKG:1910) Potentially Undervalued?

Jun 26
Is Samsonite International S.A. (HKG:1910) Potentially Undervalued?

Samsonite International (HKG:1910) Might Have The Makings Of A Multi-Bagger

Jun 14
Samsonite International (HKG:1910) Might Have The Makings Of A Multi-Bagger

Samsonite International (HKG:1910) Seems To Use Debt Quite Sensibly

May 22
Samsonite International (HKG:1910) Seems To Use Debt Quite Sensibly

We Think You Should Be Aware Of Some Concerning Factors In Samsonite International's (HKG:1910) Earnings

May 22
We Think You Should Be Aware Of Some Concerning Factors In Samsonite International's (HKG:1910) Earnings

Here's Why We Think Samsonite International (HKG:1910) Might Deserve Your Attention Today

Apr 09
Here's Why We Think Samsonite International (HKG:1910) Might Deserve Your Attention Today

Is There An Opportunity With Samsonite International S.A.'s (HKG:1910) 35% Undervaluation?

Mar 28
Is There An Opportunity With Samsonite International S.A.'s (HKG:1910) 35% Undervaluation?

Samsonite International S.A.'s (HKG:1910) Shares Climb 29% But Its Business Is Yet to Catch Up

Mar 02
Samsonite International S.A.'s (HKG:1910) Shares Climb 29% But Its Business Is Yet to Catch Up

Is Now The Time To Look At Buying Samsonite International S.A. (HKG:1910)?

Feb 07
Is Now The Time To Look At Buying Samsonite International S.A. (HKG:1910)?

Is Samsonite International (HKG:1910) A Risky Investment?

Jan 22
Is Samsonite International (HKG:1910) A Risky Investment?

What Samsonite International S.A.'s (HKG:1910) P/E Is Not Telling You

Dec 25
What Samsonite International S.A.'s (HKG:1910) P/E Is Not Telling You

Samsonite International S.A.'s (HKG:1910) Intrinsic Value Is Potentially 70% Above Its Share Price

Dec 14
Samsonite International S.A.'s (HKG:1910) Intrinsic Value Is Potentially 70% Above Its Share Price

Is Now The Time To Put Samsonite International (HKG:1910) On Your Watchlist?

Nov 29
Is Now The Time To Put Samsonite International (HKG:1910) On Your Watchlist?

Samsonite International (HKG:1910) Is Looking To Continue Growing Its Returns On Capital

Nov 12
Samsonite International (HKG:1910) Is Looking To Continue Growing Its Returns On Capital

At HK$24.50, Is It Time To Put Samsonite International S.A. (HKG:1910) On Your Watch List?

Oct 31
At HK$24.50, Is It Time To Put Samsonite International S.A. (HKG:1910) On Your Watch List?

These 4 Measures Indicate That Samsonite International (HKG:1910) Is Using Debt Reasonably Well

Oct 16
These 4 Measures Indicate That Samsonite International (HKG:1910) Is Using Debt Reasonably Well

An Intrinsic Calculation For Samsonite International S.A. (HKG:1910) Suggests It's 21% Undervalued

Sep 05
An Intrinsic Calculation For Samsonite International S.A. (HKG:1910) Suggests It's 21% Undervalued

Rentabilidad de los accionistas

1910HK LuxuryMercado HK
7D-4.2%-2.8%-0.8%
1Y-2.7%-6.2%20.2%

Rentabilidad vs. Industria: 1910 superó a la industria Hong Kong Luxury, que obtuvo un rendimiento del -6.2% el año pasado.

Rentabilidad vs. Mercado: 1910 obtuvo unos resultados inferiores a los del mercado Hong Kong, que fueron del 20.2% el año pasado.

Volatilidad de los precios

Is 1910's price volatile compared to industry and market?
1910 volatility
1910 Average Weekly Movement6.0%
Luxury Industry Average Movement6.5%
Market Average Movement7.1%
10% most volatile stocks in HK Market14.9%
10% least volatile stocks in HK Market3.5%

Precio estable de las acciones: 1910 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Hong Kong.

Volatilidad a lo largo del tiempo: La volatilidad semanal de 1910 (6%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
191011,500Kyle Gendreaucorporate.samsonite.com

Samsonite Group S.A. se dedica al diseño, la fabricación, el aprovisionamiento y la distribución de maletas de viaje en Asia, Norteamérica, Europa y Latinoamérica. La empresa ofrece maletas, bolsos para negocios y ordenadores, bolsos para actividades al aire libre y casuales, y accesorios de viaje. La empresa vende sus productos bajo las marcas Samsonite, Tumi, American Tourister, Gregory, High Sierra, Lipault y Hartmann, así como otras marcas propias y bajo licencia.

Resumen de fundamentos de Samsonite Group S.A.

¿Cómo se comparan los beneficios e ingresos de Samsonite Group con su capitalización de mercado?
Estadísticas fundamentales de 1910
Capitalización bursátilHK$19.79b
Beneficios(TTM)HK$2.26b
Ingresos (TTM)HK$27.40b
8.7x
Ratio precio-beneficio (PE)
0.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de 1910
IngresosUS$3.50b
Coste de los ingresosUS$1.41b
Beneficio brutoUS$2.08b
Otros gastosUS$1.80b
BeneficiosUS$289.00m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

May 13, 2026

Beneficios por acción (BPA)0.21
Margen bruto59.60%
Margen de beneficio neto8.26%
Ratio deuda/patrimonio103.6%

¿Cómo se ha desempeñado 1910 a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

5.5%
Rentabilidad actual por dividendo
48%
Ratio de pagos
¿Cuándo hay que comprar 1910 para recibir un próximo dividendo?
fechas de dividendos de Samsonite Group
Fecha ex dividendoJun 15 2026
Fecha de pago de dividendosJul 15 2026
Días hasta ex dividendo44 days
Días hasta la fecha de pago de dividendos74 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/01 10:01
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Samsonite Group S.A. está cubierta por 29 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Phoebe TseBarclays
Ruofan ChenBofA Global Research
Ching Yu ChanCGS International