Core Viewpoint - Samsonite (01910.HK) announced that its Executive Vice President, Chief Financial Officer, and Treasurer, Reza Taleghani, intends to resign to take a position at another company, with plans to remain until January 2026 to ensure business continuity and a smooth transition [1] Group 1 - Reza Taleghani has notified the company of his intention to resign [1] - The resignation is planned to take effect in January 2026 [1] - The purpose of his extended tenure is to ensure a smooth transition and business continuity [1]

承董事會命 SAMSONITE GROUP S.A. 新秀麗集團有限公司 主席 Timothy Charles Parker 財務總監之變動 新秀麗集團有限公司（「本公司」）董事會（「董事會」）謹此宣佈，行政副總裁、財務總監兼 司庫總管 Reza Taleghani 先生已通知本公司其擬卸任職務以轉至另一家公司任職。Taleghani 先生 計劃在本公司留任直至 2026 年 1 月，以確保業務延續性及工作順利交接。 自 2018 年加入本公司以來，Taleghani 先生在協助本公司應對宏觀經濟不確定性，以及將業務定位 為實現長期盈利增長方面，一直發揮重要的作用。董事會感謝 Taleghani 先生對本公司所作的貢獻， 同時祝願其在下一個職涯階段繼續取得成功。 Taleghani 先生已確認，其離職並非由於與本公司獨立核數師、董事會或其他管理層成員在會計原 則或實務、財務報表披露或內部監控等任何事宜上出現意見分歧，亦概無有關其離職的任何其他 事宜須提請本公司股東垂注。 本公司將啓動人才物色程序，以確定新任財務總監，並將在適當時候公佈上述委任。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概 ...

| 股份代號: | 01910 | | --- | --- | | 上市法國名稱: | 新秀麗集團有限公司 | | 日期 (日 / 月 / 年): | 04/10/2025 - 04/11/2025 | | 表格序號 | 大股東/董事/最高行政人員名稱作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | | --- | --- | --- | --- | --- | --- | --- | | | | 原因 | 股份數目 | | （詩参関上述 * 註 | | | | | | | | 份自分比 厳 | | | | | | | | ( % ) | | | CS20251103E00022 | Schroders PLC 892,800(L | 1201(L) | | HKD 16.4778 | 68,515,714(L) | 4.95(L)30/10/2025 | 格隆汇11月4日丨根据联交所最新权益披露资料显示，2025年10月30日，新秀丽(01910.HK)遭Schroders PLC在场内以每股均价16.4778港元减持89.28万股，涉 ...

智通财经APP讯，新秀丽(01910)发布公告，就为2026年到期优先票据及优先信贷融通进行再融资，(a) 于2025年10月30日，Samsonite Finco与担保人就Samsonite Finco发行及出售本金总额3.5亿欧元息率 4.375%的2033年到期优先票据与多名初始购买人订立购买协议及(b)于2025年10月31日，本公司完成了 新优先信贷融通的银团贷款安排及分配。 ...

Core Viewpoint - Samsonite is refinancing its 2026 maturing senior notes and senior credit facilities through the issuance of new senior notes and a syndicated loan arrangement [1] Group 1 - The company has entered into a purchase agreement for the issuance and sale of €350 million senior notes with a 4.375% interest rate maturing in 2033 on October 30, 2025 [1] - The completion of the new senior credit facility's syndicated loan arrangement and allocation was achieved on October 31, 2025 [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示，概不就因本公告全部或任何部份內容而產生或因倚賴該等內容而引致之任 何損失承擔任何責任。 本公告僅供參考之用而並不構成收購、購買或認購本公告所述證券之邀請或要約。本公告並非亦不擬作為 於美國出售本公司證券之要約或要約購買本公司證券要約之游說。本公告所述證券概無及將不會根據美國 證券法或美國任何州之證券法登記，除根據美國證券法獲豁免或不受美國證券法所規限之交易外，概不可 在美國境內或向美國人士（定義見美國證券法 S 規例）或以其名義或為其利益提呈發售或出售。本公告及其 中所載資料不可直接或間接在或向美國發佈。本公告所述證券並無亦不會在美國公開發售。 在英國推廣 2033 年到期優先票據受《 2000 年金融服務與市場法》（「金融服務與市場法」）限制，因此 2033 年到期優先票據並未在英國向一般公眾推廣。本公告僅向下述人士派發並僅針對下述人士： (i) 其就涉 及投資（定義見《 2000 年金融服務與市場法（金融推廣） 2005 年指令》（經修訂）（「金融推廣指令」） 第 19(5) 條）的事 ...

Core Viewpoint - Daiwa has adjusted Samsonite's (01910) earnings forecast for 2025 down by 2%, but raised the 2026 earnings forecast by 3% due to stronger recovery potential in the Asian and North American markets. The rating remains "Hold" due to a lack of catalysts and low visibility. However, a stronger recovery is expected in 2026 supported by global travel demand. The target price has been slightly increased from HKD 15 to HKD 16 [1][1][1] Group 1: Earnings Forecasts - The earnings forecast for 2025 has been reduced by 2% while the forecast for 2026 has been increased by 3% [1][1] - The expected revenue decline for Q3 is projected to narrow to 1.4%, aligning with management guidance [1][1] Group 2: Brand Performance - Tumi's overall performance is expected to improve, while American Tourister remains the weakest brand [1][1] - Adjusted EBITDA margin is anticipated to remain under pressure due to regional structural changes and operational deleveraging [1][1] Group 3: Market Insights - The gross margin and adjusted EBITDA margin are expected to decline by 0.7 and 0.6 percentage points year-on-year, reaching 58.6% and 17% respectively [1][1] - There is cautious optimism regarding the turnaround of the Indian business in 2026, as major competitors have undergone significant restructuring, potentially leading to more rational market competition [1][1] - The dual listing plan in the U.S. is believed to be progressing, but may not materialize until mid-2026 at the earliest [1][1]

Core Viewpoint - Samsonite's stock has increased by over 4%, currently trading at HKD 16.58, with a transaction volume of HKD 35.14 million. The company will hold a board meeting on November 12 to consider and approve its quarterly performance report for the three and nine months ending September 30, 2025 [1]. Group 1: Financial Performance - In the first half of the year, Samsonite's sales decreased by 5.2% on a constant currency basis. However, it is expected that sales will gradually improve in the second half, with the decline narrowing to 3.3%, primarily due to a lower comparison base, especially in the third quarter, which is the lowest for the year [1]. - HSBC forecasts that sales in the third quarter will decline by 2.5% on a constant currency basis [1]. Group 2: Future Outlook - HSBC maintains a target price of HKD 21 and a "Buy" rating for Samsonite, anticipating a potential revaluation of the stock as sales are expected to improve in the third quarter of this year and return to growth next year [1]. - There is a clear possibility of the company pursuing a dual listing in the United States in the first half of next year [1].

Core Viewpoint - Samsonite (01910) shares rose over 4%, currently up 4.61% at HKD 16.58, with a trading volume of HKD 35.14 million [1] Financial Performance - Samsonite will hold a board meeting on November 12 to consider and approve the quarterly performance report for the three and nine months ending September 30, 2023 [1] - HSBC reported that Samsonite's sales decreased by 5.2% in the first half of the year on a constant currency basis, but expects a gradual improvement in the second half, with the decline narrowing to 3.3% [1] - The bank anticipates a 2.5% drop in sales for the third quarter, which has the lowest comparison base of the year [1] Investment Outlook - HSBC maintains a target price of HKD 21 and a "Buy" rating for Samsonite, suggesting potential for a revaluation of shares as sales are expected to improve in the third quarter and return to growth next year [1] - There is a clear possibility of the group achieving a dual listing in the United States in the first half of next year [1]

Core Viewpoint - The report from Daiwa indicates that due to a low base effect, the expected revenue decline for Samsonite in Q3 will narrow to 1.4%, aligning with management guidance [1] Financial Performance - The adjusted EBITDA margin is expected to remain under pressure due to regional structural changes and operational deleveraging, with projected Q3 gross margin and adjusted EBITDA margin decreasing by 0.7 and 0.6 percentage points year-on-year, reaching 58.6% and 17% respectively [1] Future Outlook - The dual listing plan in the U.S. is believed to be progressing, but it may not be realized until mid-2026 at the earliest [1] - The earnings per share forecast for 2025 has been lowered by 2%, while the forecast for 2026 has been raised by 3% due to potentially stronger recoveries in the Asian and North American markets [1] - A stronger recovery is anticipated in 2026 supported by ongoing global travel demand, leading to a slight increase in the target price from HKD 15 to HKD 16, while maintaining a "Hold" rating due to a lack of catalysts and low visibility [1]