Samsonite Group 경영진
경영진 기준 점검 3/4
Samsonite Group CEO는 Kyle Gendreau, May2018 에 임명되었습니다 의 임기는 8.17 년입니다. 총 연간 보상은 $7.80M, 21.8% 급여 및 78.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 HK$46.99M 가치에 해당하는 회사 주식의 0.26% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.8 년과 4.1 년입니다.
핵심 정보
Kyle Gendreau
최고경영자
US$7.8m
총 보수
| CEO 급여 비율 | 21.79% |
| CEO 재임 기간 | 8.2yrs |
| CEO 지분 보유율 | 0.3% |
| 경영진 평균 재임 기간 | 3.8yrs |
| 이사회 평균 재임 기간 | 4.1yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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$26.11. This reflects revised assumptions on discount rate, revenue growth, profit margin and future P/E expectations.분석 기사 • May 15
Samsonite Group S.A. Just Missed EPS By 32%: Here's What Analysts Think Will Happen Next
Last week, you might have seen that Samsonite Group S.A. ( HKG:1910 ) released its quarterly result to the market. The...내러티브 업데이트 • Apr 29
1910: Dual Listing Progress And New Share Issuance Mandate Will Support Stronger Outlook
Analysts have trimmed their HK$ 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.내러티브 업데이트 • 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$23.97, reflecting updated assumptions that combine a slightly higher discount rate and more moderate revenue growth with a small uplift in expected profit margins and future P/E. What's in the News Samsonite Group plans a board meeting on March 19, 2026, to consider and approve final results for the year ended December 31, 2025, and to consider a cash dividend recommendation to shareholders (Key Developments).내러티브 업데이트 • Mar 31
1910: Dual Listing Plans And Margin Outlook Will Support Long Term Upside
Analysts have modestly raised their HK$ 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$273m |
| Dec 31 2025 | US$8m | US$2m | US$289m |
| Sep 30 2025 | n/a | n/a | US$302m |
| Jun 30 2025 | n/a | n/a | US$294m |
| Mar 31 2025 | n/a | n/a | US$310m |
| Dec 31 2024 | US$12m | US$2m | US$346m |
| Sep 30 2024 | n/a | n/a | US$378m |
| Jun 30 2024 | n/a | n/a | US$420m |
| Mar 31 2024 | n/a | n/a | US$407m |
| Dec 31 2023 | US$11m | US$1m | US$397m |
| Sep 30 2023 | n/a | n/a | US$453m |
| Jun 30 2023 | n/a | n/a | US$402m |
| Mar 31 2023 | n/a | n/a | US$370m |
| Dec 31 2022 | US$10m | US$1m | US$313m |
| Sep 30 2022 | n/a | n/a | US$277m |
| Jun 30 2022 | n/a | n/a | US$213m |
| Mar 31 2022 | n/a | n/a | US$103m |
| Dec 31 2021 | US$9m | US$1m | US$14m |
| Sep 30 2021 | n/a | n/a | -US$341m |
| Jun 30 2021 | n/a | n/a | -US$446m |
| Mar 31 2021 | n/a | n/a | -US$563m |
| Dec 31 2020 | US$3m | US$1m | -US$1b |
| Sep 30 2020 | n/a | n/a | -US$1b |
| Jun 30 2020 | n/a | n/a | -US$891m |
| Mar 31 2020 | n/a | n/a | -US$678m |
| Dec 31 2019 | US$4m | US$1m | US$133m |
보상 대 시장: Kyle의 총 보수(USD7.80M)는 Hong Kong 시장에서 비슷한 규모 기업의 평균(USD455.84K)보다 높습니다.
보상과 수익: Kyle의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Kyle Gendreau (56 yo)
8.2yrs
재임 기간
US$7,800,000
보수
Mr. Kyle Francis Gendreau, C.P.A., serves as Independent Director of Caleres, Inc. since November 2024. He has been Chief Executive Officer and Executive Director of Samsonite Group S.A. (formerly known as...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Executive Director | 8.2yrs | US$7.80m | 0.26% HK$ 47.0m | |
| Executive Vice President & Chief Financial Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Head of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Executive VP | no data | 데이터 없음 | 데이터 없음 | |
| President of Asia Pacific & Middle East | 3.8yrs | 데이터 없음 | 데이터 없음 | |
| President of Latin America | 12.2yrs | 데이터 없음 | 데이터 없음 | |
| President of North America | no data | 데이터 없음 | 데이터 없음 | |
| President of Europe | 1yr | 데이터 없음 | 데이터 없음 | |
| President of TUMI | less than a year | 데이터 없음 | 데이터 없음 | |
| Joint Company Secretary | 3.8yrs | 데이터 없음 | 데이터 없음 | |
| Vice President of Investor Relations | no data | 데이터 없음 | 데이터 없음 |
3.8yrs
평균 재임 기간
56yo
평균 나이
경험이 풍부한 관리: 1910의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.8 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Executive Director | 15.3yrs | US$7.80m | 0.26% HK$ 47.0m | |
| Independent Non-Executive Director | 1.5yrs | US$200.00k | 데이터 없음 | |
| Independent Chairman | 9.8yrs | US$200.00k | 데이터 없음 | |
| Independent Non-Executive Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Non-Executive Director | 1.5yrs | US$100.00k | 데이터 없음 | |
| Independent Non-Executive Director | 4.1yrs | US$100.00k | 데이터 없음 | |
| Independent Non-Executive Director | 4.1yrs | US$100.00k | 데이터 없음 |
4.1yrs
평균 재임 기간
62yo
평균 나이
경험이 풍부한 이사회: 1910의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.1 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/15 00:56 |
| 종가 | 2026/07/15 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석가 소스
Samsonite Group S.A.는 28명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Phoebe Tse | Barclays |
| Ruofan Chen | BofA Global Research |
| Ching Yu Chan | CGS International |