大和:维持新秀丽“持有”评级 第三季表现大致胜于预期
Zhi Tong Cai Jing·2025-11-14 09:09

Core Viewpoint - Daiwa's report indicates that Samsonite (01910) performed better than expected in Q3, with a revenue decline of 0.6% year-on-year to $873 million, surpassing Daiwa's forecast of $865 million and market expectations of $861 million [1] Financial Performance - Revenue for Q3 decreased by 0.6% year-on-year to $873 million [1] - Gross margin improved by 0.3 percentage points year-on-year to 59.6%, significantly exceeding expectations [1] - Net profit for Q3 was $59 million, slightly above Daiwa's forecast of $57 million but below market expectations of $62 million [1] Analyst Rating - Daiwa maintains a "Hold" rating on Samsonite [1]