Risk from Samsonite’s Skeletons Priced In, but Cloud of Suspicion May Linger
Samsonite’s share price fell 10% today before the stock was suspended from trading, following a report from short seller Blue Orca that the company...
256 Views
Samsonite: The Short Report
Samsonite International Sa (1910 HK) is down 20% since Soren Aandahl's new firm Blue Orca Capital came out with a short call yesterday based on...
543 Views
Raising Samsonite's FVE to HKD 40.50 on Lower U.S. Tax Rate
The cut in the U.S. corporate tax rate to 21% is better than the 25% we anticipated, and this lifts our fair value estimate for Samsonite...
268 Views
Samsonite International's FVE Upgraded to HKD 39 Per Share; Shares Are Undervalued
In our view, narrow-moat Samsonite International’s long-term story is attractive, although its operating profit in the first half missed the Street...
368 Views
Samsonite: Uninspiring 2Q; Looking for Better (Re)Entry Price
Samsonite International Sa (1910 HK) reported 1H17 results this morning that showed satisfactory legacy business sales (+6.1%) but decelerating...
259 Views