股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: Samsonite Group S.A. 新秀麗集團有限公司 呈交日期: 2025年10月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01910 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,500,000,000 | USD | | 0.01 | USD | | 35,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 3,500,000,000 | USD | | 0.01 | USD | | 35 ...

智通财经APP获悉，香港联交所最新资料显示，9月30日，摩根大通增持新秀丽(01910)318.5837万股， 每股均价16.7576港元，总金额约5338.70万港元。增持后最新持股数目约为1.76亿股，最新持股比例为 12%。 ...

香港联交所最新资料显示，9月30日，摩根大通增持新秀丽(01910)318.5837万股，每股均价16.7576港 元，总金额约5338.70万港元。增持后最新持股数目约为1.76亿股，最新持股比例为12%。 ...

Group 1 - Norges Bank reduced its stake in Samsonite (01910.HK) by selling 800,400 shares at an average price of HKD 16.5173 per share, amounting to approximately HKD 13.22 million [1] - Following the sale, Norges Bank's total shareholding decreased to 68,431,005 shares, resulting in a reduction of its ownership percentage from 5.00% to 4.94% [1]

中期報告 INTERIM REPORT 2025 The first half of 2025 saw a considerable increase in macroeconomic and geopolitical uncertainty globally. We took swift and decisive actions to mitigate the impact from this challenging environment. Our global reach and scale and consistent efforts to diversify our business across brands, distribution channels and product categories underpin our resilient business model. For the six months ended June 30, 2025, we reported net sales of US$1,661.7 million, while our adjusted EBITDA m ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: Samsonite Group S.A. 新秀麗集團有限公司 呈交日期: 2025年9月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01910 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 3,500,000,000 | USD | | 0.01 USD | | 35,000,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 3,500,000,000 | USD | | 0.01 USD | | 35,000,000 | 本月底法定/註冊 ...

Group 1 - The core viewpoint of the article is that despite market concerns about consumer recovery, Zhang Kun remains optimistic and challenges the prevailing pessimistic expectations [1][2][3] - Zhang Kun's funds have shown a high turnover rate in hidden heavy stocks, with the E Fund Quality Enterprises Three-Year Fund completely changing its holdings compared to the end of last year [1][5] - New additions to the hidden heavy stock list for the first half of the year include Meituan-W, Beike-W, and SF Holding, while companies like Samsonite and Giant Bio have exited [2][6][7] Group 2 - The report indicates a significant divergence in stock market performance across sectors, with defense, banking, and non-ferrous metals performing well, while real estate, food and beverage, and coal lagged [2] - Zhang Kun argues that the current pessimistic expectations regarding domestic demand are debatable, citing a substantial portion of his funds' holdings in domestic demand-related assets [2][3] - The report highlights that consumer confidence has been affected by declining real estate prices and persistent downward pressure on prices, impacting consumer willingness to spend [3][4] Group 3 - Zhang Kun emphasizes that the increase in preventive savings among residents has partially crowded out consumer spending, and consumer confidence indices have shown a downward trend [3][4] - Data shows that per capita disposable income in China has grown at a compound annual growth rate of 6.4% from 2020 to 2024, while total household deposits have increased significantly [3][4] - Zhang Kun believes that the development of high-value-added industries will eventually lead to higher wages and improved living standards for the public, which will positively influence domestic demand [4]

Core Viewpoint - UBS reports that Samsonite's adjusted EBITDA for Q2 is $141 million, roughly in line with the expected $145 million [1] Financial Performance - Revenue decreased by 5.8% year-on-year at constant exchange rates, driven by cautious purchasing decisions from wholesale clients [1] - Wholesale channel revenue fell by 8.7% year-on-year, while direct sales only saw a decline of 1.3% [1] Management Outlook - Management anticipates some improvement in sales patterns for Q3, although ongoing trade policy uncertainties and inflationary pressures are affecting consumer sentiment and demand [1] - The company is taking measures to mitigate tariff impacts, including increasing inventory before tariff hikes and raising prices [1] Forecast Adjustments - UBS has raised its adjusted EBITDA forecasts for Samsonite for the years 2023 to 2027 by 2% to 4%, along with a 2% increase in net sales forecasts [1] - It is expected that the year-on-year revenue decline will narrow in the second half of the year, with an overall anticipated revenue drop of 5% for the year [1] Target Price and Rating - UBS has increased its target price for Samsonite to HKD 17.2, maintaining a "Neutral" rating [1]

Group 1 - Norges Bank reduced its stake in Samsonite (01910.HK) by selling 1,251,600 shares at an average price of HKD 15.8622 per share, amounting to approximately HKD 19.85 million [1][2] - Following the sale, Norges Bank's total shareholding decreased to 82,857,158 shares, representing a reduction in ownership from 6.07% to 5.98% [1][2]

Group 1 - Norges Bank reduced its stake in Samsonite (01910.HK) by selling 1,251,600 shares at an average price of HKD 15.8622 per share, amounting to approximately HKD 19.85 million [1][2] - Following the sale, Norges Bank's total shareholding decreased to 82,857,158 shares, representing a reduction in ownership from 6.07% to 5.98% [1][2]