Core Viewpoint - Morgan Stanley's research report indicates that Samsonite's second-quarter performance is expected to be generally weak, with both sales and EBITDA likely to decline due to sluggish sales and rising costs [1] Group 1: Financial Performance - Sales and EBITDA are projected to decline in the second quarter [1] - The decline is attributed to weak sales and increased costs [1] Group 2: Future Outlook - Sales decline is expected to narrow in the second half of the year as air travel demand improves [1] - The target price for Samsonite has been lowered from HKD 28 to HKD 24, reflecting adjustments in sales and EBITDA forecasts for the coming years [1] - Despite the target price reduction, Morgan Stanley maintains an "Overweight" rating on the stock [1]
摩根士丹利：下调新秀丽目标价至24港元