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Samsonite Group S.A.SEHK:1910 Rapport sur les actions

Capitalisation boursière HK$19.5b
Prix de l'action
HK$14.28
HK$17
16.0% sous-évalué décote intrinsèque
1Y-2.3%
7D0%
1D
Valeur du portefeuille
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Samsonite Group S.A.

SEHK:1910 Rapport sur les actions

Capitalisation boursière : HK$19.5b

Samsonite Group (1910) Aperçu de l'action

Samsonite Group S.A. conçoit, fabrique, achète et distribue des sacs de voyage en Asie, en Amérique du Nord, en Europe et en Amérique latine. Plus de détails

1910 analyse fondamentale
Score flocon de neige
Évaluation5/6
Croissance future1/6
Performances passées2/6
Santé financière4/6
Dividendes4/6

1910 Community Fair Values

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Samsonite Group S.A. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Samsonite Group
Historique des cours de bourse
Prix actuel de l'actionHK$14.28
Plus haut sur 52 semainesHK$21.98
Plus bas sur 52 semainesHK$13.52
Bêta0.75
Variation sur 1 mois3.03%
Variation sur 3 mois-14.29%
Variation sur 1 an-2.33%
Variation sur 3 ans-36.53%
Variation sur 5 ans-17.93%
Évolution depuis l'introduction en bourse6.73%

Nouvelles et mises à jour récentes

Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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).
Article d’analyse 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...
Mise à jour du récit 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).
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse Feb 07

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

Samsonite International S.A. ( HKG:1910 ), might not be a large cap stock, but it received a lot of attention from a...
Article d’analyse Jan 22

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Dec 25

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

With a median price-to-earnings (or "P/E") ratio of close to 9x in Hong Kong, you could be forgiven for feeling...

Rendement pour les actionnaires

1910HK LuxuryHK Marché
7D0%-4.3%-4.0%
1Y-2.3%-17.6%4.5%

Rendement vs Industrie: 1910 a dépassé le secteur Hong Kong Luxury qui a rapporté -17.6 % au cours de l'année écoulée.

Rendement vs marché: 1910 a sous-performé le marché Hong Kong qui a rapporté 4.5 % au cours de l'année écoulée.

Volatilité des prix

Is 1910's price volatile compared to industry and market?
1910 volatility
1910 Average Weekly Movement6.3%
Luxury Industry Average Movement6.3%
Market Average Movement7.4%
10% most volatile stocks in HK Market16.0%
10% least volatile stocks in HK Market3.5%

Cours de l'action stable: 1910 n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Hong Kong.

Volatilité au fil du temps: La volatilité hebdomadaire de 1910 ( 6% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
191011,500Kyle Gendreaucorporate.samsonite.com

Samsonite Group S.A. conçoit, fabrique, achète et distribue des sacs de voyage en Asie, en Amérique du Nord, en Europe et en Amérique latine. L'entreprise propose des bagages, des sacs d'affaires et d'ordinateur, des sacs de plein air et de loisirs, ainsi que des accessoires de voyage. Elle vend ses produits sous les marques Samsonite, Tumi, American Tourister, Gregory, High Sierra, Lipault et Hartmann, ainsi que sous d'autres marques détenues en propre ou sous licence.

Samsonite Group S.A. Résumé des fondamentaux

Comment les bénéfices et les revenus de Samsonite Group se comparent-ils à sa capitalisation boursière ?
1910 statistiques fondamentales
Capitalisation boursièreHK$19.50b
Bénéfices(TTM)HK$2.14b
Recettes(TTM)HK$27.67b
9.1x
Ratio P/E
0.7x
Ratio P/S

Le site 1910 est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
1910 compte de résultat (TTM)
RecettesUS$3.53b
Coût des recettesUS$1.43b
Marge bruteUS$2.10b
Autres dépensesUS$1.83b
Les revenusUS$273.00m

Derniers bénéfices déclarés

Mar 31, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)0.20
Marge brute59.51%
Marge bénéficiaire nette7.73%
Ratio dettes/capitaux propres101.1%

Quelles ont été les performances à long terme de 1910?

Voir les performances historiques et les comparaisons

Dividendes

5.5%
Rendement actuel des dividendes
51%
Ratio de distribution

Le site 1910 verse-t-il des dividendes fiables ?

Voir 1910 l'historique des dividendes et les indices de référence
Quand faut-il acheter 1910 pour recevoir un dividende à venir ?
Samsonite Group dates des dividendes
Date ex-dividendeJun 15 2026
Date de paiement du dividendeJul 15 2026
Jours jusqu'au dividende Ex4 days
Jours jusqu'à la date de paiement du dividende34 days

Le site 1910 verse-t-il des dividendes fiables ?

Voir 1910 l'historique des dividendes et les indices de référence

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/10 21:11
Cours de l'action en fin de journée2026/06/10 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Samsonite Group S.A. est couverte par 29 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Phoebe TseBarclays
Ruofan ChenBofA Global Research
Ching Yu ChanCGS International