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]
港股异动 | 新秀丽(01910)涨近3% 公司销售趋势持续改善 计划进行美国双重上市将成为重要正面催化剂