Samsonite Group S.A.

Informe acción SEHK:1910

Capitalización de mercado: HK$18.7b

Samsonite Group Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Samsonite Group ha aumentado sus beneficios a una tasa media anual de 39.1%, mientras que los beneficios de la industria de Luxury han experimentado un crecimiento de 9.6% anual. Los ingresos han ido creciendo a una tasa media de 14.7% al año. La rentabilidad financiera de Samsonite Group es de 17.3%, y sus márgenes netos son de 7.7%.

Información clave

39.10%

Tasa de crecimiento de los beneficios

39.42%

Tasa de crecimiento del BPA

Crecimiento de la industria Luxury 11.48%
Tasa de crecimiento de los ingresos14.67%
Rentabilidad financiera17.33%
Margen neto7.73%
Próxima actualización de resultados13 Aug 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jul 14

1910: Buyback Program And Dividend Payout Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Samsonite Group from about HK$16.99 to around HK$15.52 as slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E filter through updated price target models. What's in the News Samsonite Group has scheduled a board meeting for August 13, 2026, to consider and approve interim results for the six months ended June 30, 2026, and to address other business matters.
Actualización de narrativa Jun 30

1910: Dividend And Share Buybacks Will Support Future Upside Potential

Analysts have revised their 12 month price target for Samsonite Group to HK$21.13 from HK$23.13, reflecting updated assumptions that include a slightly lower fair value estimate, a reduced discount rate, and adjustments to expected revenue growth, profit margins, and future P/E levels. What's in the News Samsonite Group S.A. approved a final ordinary cash dividend for the year ended December 31, 2025, totaling US$140,000,000, equivalent to HK$0.8012 per share, with an ex dividend date of June 15, 2026 and a payment date of July 15, 2026.
Actualización de narrativa Jun 16

1910: Buyback And Dual Listing Moves Will Support Upside Potential

Analysts have made a small downward adjustment to their Samsonite Group price target to HK$16.99 from HK$17.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E, while keeping the overall valuation framework broadly unchanged. What’s in the News for Samsonite Group Samsonite Group S.A. announced a share repurchase program of up to $50 million, with buybacks planned within a price range of HK$5 to HK$40 per share, funded from internal resources and intended to offset dilution from share-based awards.
Actualización de narrativa Jun 02

1910: Share Buyback Plan Will Support Dual Listing Upside Potential

Analysts have trimmed their fair value estimate for Samsonite Group from HK$19.18 to HK$16.99, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The Board of Directors authorized a share buyback plan on May 13, 2026, according to company disclosures.
Actualización de narrativa May 19

1910: Buybacks And Dividend Policy Will Support Long Term Upside

Analysts have made a slight adjustment to Samsonite Group's target, with their updated fair value estimate moving from about HK$26.13 to around HK$26.11. This reflects revised assumptions on discount rate, revenue growth, profit margin and future P/E expectations.
Artículo de análisis May 15

Samsonite Group S.A. Just Missed EPS By 32%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Samsonite Group S.A. ( HKG:1910 ) released its quarterly result to the market. The...
Actualización de narrativa Apr 29

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.
Actualización de narrativa Apr 15

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).
Actualización de narrativa Mar 31

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.
Actualización de narrativa Mar 17

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.
Actualización de narrativa Mar 03

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.
Actualización de narrativa Feb 17

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).
Actualización de narrativa Feb 03

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.
Actualización de narrativa Jan 20

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).
Artículo de análisis Jan 12

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Actualización de narrativa Jan 06

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).
Actualización de narrativa Dec 14

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.
Artículo de análisis Dec 08

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

Samsonite Group S.A. ( HKG:1910 ) shares have had a really impressive month, gaining 25% after a shaky period...
Actualización de narrativa Nov 28

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.
Actualización de narrativa Nov 14

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.
Artículo de análisis Oct 02

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

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Artículo de análisis Sep 18

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa Sep 05

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.
Artículo de análisis Sep 03

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

It's not a stretch to say that Samsonite Group S.A.'s ( HKG:1910 ) price-to-earnings (or "P/E") ratio of 10.4x right...
Artículo de análisis Jul 24

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

While Samsonite Group S.A. ( HKG:1910 ) might not have the largest market cap around , it saw a significant share price...
Artículo de análisis Jun 16

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 27

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

Key Insights Samsonite Group to hold its Annual General Meeting on 3rd of June CEO Kyle Gendreau's total compensation...
Artículo de análisis May 15

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

As you might know, Samsonite Group S.A. ( HKG:1910 ) last week released its latest first-quarter, and things did not...
Artículo de análisis May 08

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

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Apr 23

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

Samsonite Group S.A. ( HKG:1910 ), is not the largest company out there, but it saw significant share price movement...
Artículo de análisis Apr 07

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

Samsonite Group S.A. ( HKG:1910 ) shareholders that were waiting for something to happen have been dealt a blow with a...
Artículo de análisis Feb 16

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

Key Insights The projected fair value for Samsonite International is HK$45.63 based on 2 Stage Free Cash Flow to Equity...
User avatar
Nueva narrativa Jan 23

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.
Artículo de análisis Jan 13

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

Samsonite International S.A. ( HKG:1910 ), is not the largest company out there, but it saw a significant share price...
Artículo de análisis Nov 15

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

Samsonite International S.A. ( HKG:1910 ) just released its latest third-quarter report and things are not looking...
Artículo de análisis Nov 14

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

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Oct 28

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

With a median price-to-earnings (or "P/E") ratio of close to 10x in Hong Kong, you could be forgiven for feeling...
Artículo de análisis Sep 30

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

While Samsonite International S.A. ( HKG:1910 ) might not have the largest market cap around , it saw a double-digit...
Artículo de análisis Sep 16

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Jul 11

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

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Jun 26

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

Samsonite International S.A. ( HKG:1910 ), is not the largest company out there, but it received a lot of attention...
Artículo de análisis Jun 14

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

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Artículo de análisis May 22

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis May 22

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

Samsonite International S.A.'s ( HKG:1910 ) stock didn't jump after it announced some healthy earnings. Our analysis...
Artículo de análisis Apr 09

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

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Mar 28

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

Key Insights Samsonite International's estimated fair value is HK$45.78 based on 2 Stage Free Cash Flow to Equity...
Artículo de análisis Mar 02

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

Samsonite International S.A. ( HKG:1910 ) shares have had a really impressive month, gaining 29% after a shaky period...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Samsonite Group. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

SEHK:1910 Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 263,5302731,5700
31 Dec 253,4982891,5360
30 Sep 253,4773021,5200
30 Jun 253,4822941,5060
31 Mar 253,5263101,5090
31 Dec 243,5893461,5200
30 Sep 243,5953781,5360
30 Jun 243,6754201,5450
31 Mar 243,6904071,5410
31 Dec 233,6823971,5190
30 Sep 233,5524531,4510
30 Jun 233,3864021,3780
31 Mar 233,1583701,2800
31 Dec 222,8803131,1850
30 Sep 222,7252771,1290
30 Jun 222,4922131,0690
31 Mar 222,2401031,0240
31 Dec 212,021149880
30 Sep 211,764-3419480
30 Jun 211,534-4469150
31 Mar 211,290-5638920
31 Dec 201,537-1,2781,0180
30 Sep 202,091-1,0541,1810
30 Jun 202,685-8911,3650
31 Mar 203,408-6781,5540
31 Dec 193,6391331,6220
30 Sep 193,6801961,6340
30 Jun 193,7042181,6470
31 Mar 193,7412161,6650
31 Dec 183,7972371,6660
30 Sep 183,7833381,6730
30 Jun 183,7543191,6530
31 Mar 183,6463411,6050
31 Dec 173,4913341,5190
30 Sep 173,3372821,4490
30 Jun 173,1872571,3610
31 Mar 172,9762571,2350
31 Dec 162,8102561,1400
30 Sep 162,5871641,0320
30 Jun 162,4451869650
31 Mar 162,4031869510
31 Dec 152,4321989520
30 Sep 152,4431939570

Ingresos de calidad: 1910 tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(7.7%) de 1910 son inferiores a los del año pasado (8.8%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: 1910 ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 39.1% al año.

Acelerando crecimiento: 1910 ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: 1910 tuvo un crecimiento negativo de los beneficios (-11.9%) durante el año pasado, lo que dificulta la comparación con la media de la industria Luxury (-1.2%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de 1910 (17.3%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/26 21:23
Precio de las acciones al final del día2026/07/24 00:00
Beneficios2026/03/31
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 28 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