Group 1 - The core point of the article is the appointment of Thomas R. Pizzuti as the Chief Financial Officer of Samsonite (01910.HK), effective from February 2, 2026 [1] - Pizzuti will be responsible for corporate finance, accounting, global investor relations, external reporting, financial planning and analysis, treasury functions, and mergers and acquisitions [1]

新秀麗集團有限公司（「本公司」，連同其綜合附屬公司統稱為「本集團」）董事會（「董 事會」）宣佈，Thomas R. Pizzuti先生已獲委任為本集團財務總監，自2026年2月2日起生效。 Pizzuti先生將負責本集團的企業融資、會計、全球投資者關係、對外申報、財務規劃及分析、 司庫職能，以及合併與收購事務。 Pizzuti先生，57歲，自2014年10月至2026年1月擔任KPMG, LLP（「畢馬威」）交易諮詢與策 略業務部合夥人，期間專注於為客戶提供交易與策略顧問服務。彼自2010年10月至2014年10 月擔任畢馬威董事總經理，並且自2005年2月至2010年10月擔任畢馬威董事。於2005年加入 畢馬威前，Pizzuti先生曾在包括Spectra Systems Corp.、CMGI及Asto Med, Inc.在內多家科技企 業擔任財務與企業發展管理職務。彼於1990年至1994年在安永會計師事務所審計部門任職。 Pizzuti先生持有美國羅德島州普羅維登斯市布朗大學頒發的經濟學學士學位（1990年）及美 國麻薩諸塞州波士頓市波士頓大學管理學院頒發的會計與金融碩士學位（1991年）。Pizzut ...

Group 1 - The stock of Samsonite (01910.HK) increased by nearly 3%, with a current rise of 2.31%, trading at HKD 21.28 [1] - The trading volume reached HKD 48.9031 million [1]

Core Viewpoint - Samsonite (01910) is experiencing a positive sales trend post-2025 challenges, with expectations for normalized growth in 2026, despite potential profit margin pressures from reinvestment [1] Group 1: Sales and Profit Forecast - HSBC's report indicates that the impact of U.S. tariffs on Samsonite has largely dissipated, leading to an anticipated recovery in sales [1] - Jefferies forecasts that Samsonite will report a net profit of $117 million for Q4 2025, representing a 9% year-over-year decline, with a profit margin of 18.5% and a sales growth of 1.4% [1] - Local currency sales growth is projected at 0.4% for the same period [1] Group 2: Future Catalysts and Investor Focus - The planned dual listing in the U.S. in 2026 is seen as a significant positive catalyst for the company [1] - Investors are expected to focus on three key areas during the upcoming earnings announcement: management's outlook on 2026 sales and profit margins, the timeline for the U.S. listing, and the timing and scale of share buybacks [1]

Core Viewpoint - Samsonite's sales trend is improving after challenges in 2025, with expectations for normalized growth in 2026, despite potential pressure on profit margins from reinvestment [1] Group 1: Company Performance - Samsonite's stock rose nearly 3%, currently at HKD 21.28, with a trading volume of HKD 48.9031 million [1] - HSBC's report indicates that the impact of U.S. tariffs has largely dissipated, which is a positive sign for the company's future performance [1] - Jefferies forecasts a net profit of USD 117 million for Samsonite in Q4 2025, representing a 9% year-over-year decline, with a profit margin of 18.5% and a sales growth of 1.4% [1] Group 2: Future Outlook - The company plans a dual listing in the U.S. in 2026, which is expected to be a significant positive catalyst [1] - Investors will focus on three key areas during the upcoming earnings announcement: management's outlook on 2026 sales and profit margins, the timeline for the U.S. listing, and the timing and scale of share buybacks [1]

Core Viewpoint - The report from Jefferies indicates that Samsonite (01910) plans to complete a dual listing in the United States by 2026, which is expected to enhance shareholder value [1] Shareholder Returns - The company has completed a share buyback of $200 million and anticipates that shareholder returns next year will include dividends and further share repurchases [1] - Jefferies has raised the target price for Samsonite from HKD 22 to HKD 23.24 while maintaining a "Buy" rating [1] Financial Performance Expectations - Jefferies forecasts that Samsonite will record a net profit of $117 million in Q4 2025, representing a 9% year-on-year decline, with a profit margin of 18.5% and a sales growth of 1.4% [1] - It is expected that the Asian market will recover to positive growth, shifting from a 0.3% decline in Q3 to a 1.2% increase in Q4 [1] Management Outlook - The management of Samsonite expressed confidence in the outlook for 2026, citing the ongoing luggage replacement cycle and significant growth potential in non-travel product categories across regions and channels [1]

Core Viewpoint - The report from Jefferies indicates that Samsonite (01910) plans to complete a dual listing in the United States by 2026, which is expected to enhance shareholder value [1] Shareholder Returns - The company has completed a share buyback of $200 million and anticipates that shareholder returns next year will include dividends and further share repurchases [1] Financial Projections - Jefferies forecasts that Samsonite will record a net profit of $117 million in Q4 2025, representing a 9% year-on-year decline, with a profit margin of 18.5% and a sales growth of 1.4% [1] - The Asian market is expected to recover, with a shift from a 0.3% decline in Q3 to a 1.2% increase in Q4 [1] Management Outlook - The management expressed confidence in the outlook for 2026, citing the ongoing luggage replacement cycle and significant growth potential in non-travel product categories across regions and channels [1]

Group 1 - The core point of the article is that Samsonite (01910.HK) has seen its stock price increase by over 3%, reaching a high of 21.18 HKD, the highest level since February of the previous year [2] - As of the time of reporting, Samsonite's stock is up 3.23%, trading at 21.12 HKD, with a trading volume of 31.01 million HKD [2]

Core Viewpoint - Samsonite (01910) shares rose over 3%, reaching a high of HKD 21.18, the highest since February of last year, indicating a positive market response to recent reports and forecasts [1] Group 1: Sales and Growth Outlook - HSBC Research reported that after facing challenges in 2025, Samsonite's sales trend is continuously improving, with expectations for a return to normalized growth in 2026 [1] - The impact of U.S. tariffs has largely dissipated, although reinvestment may exert pressure on profit margins [1] Group 2: Analyst Ratings and Price Targets - HSBC maintains a "Buy" rating on Samsonite, raising the target price from HKD 21 to HKD 24, citing the planned dual listing in the U.S. in 2026 as a significant positive catalyst [1] - Jefferies also expressed an optimistic mid-term outlook, increasing its target price for Samsonite from HKD 22 to HKD 23.24 while maintaining a "Buy" rating [1]

Core Viewpoint - Samsonite's stock has risen over 3%, reaching a new high of HKD 21.18 since February last year, indicating a positive market response to recent reports and forecasts [1] Group 1: Stock Performance - As of the report, Samsonite's stock increased by 3.23%, trading at HKD 21.12 with a transaction volume of HKD 31.01 million [1] Group 2: Analyst Reports - HSBC Research highlighted that after facing challenges in 2025, Samsonite's sales trend is continuously improving, with expectations for a return to normalized growth in 2026 [1] - HSBC has maintained a "Buy" rating on Samsonite, raising the target price from HKD 21 to HKD 24, citing the planned dual listing in the U.S. in 2026 as a significant positive catalyst [1] - Jefferies also expressed an optimistic mid-term outlook, increasing Samsonite's target price from HKD 22 to HKD 23.24 while maintaining a "Buy" rating [1]