Assessing Samsonite Group (SEHK:1910) Valuation After Proposed Dual US Listing And Treasury Share Cancellation

Simply Wall St.02-17

Samsonite Group (SEHK:1910) has flagged potential changes to its Articles of Incorporation to support a possible dual listing in the United States and to cancel outstanding treasury shares once such a...

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The 1 year total shareholder return is a 6.75% decline and the 5 year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0702159699.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) ACC","SG9999004311.SGD":"Nikko AM Shenton Emerging Enterprise Discovery Fund SGD","LU1166156734.SGD":"Fidelity Asian Smaller Companies A-ACC-SGD","01910":"新秀丽","BK1227":"服装、服饰与奢侈品","BK1602":"香港零售股","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0149534421.HKD":"SCHRODER ISF HONG KONG EQ \"A\" ACC","LU0702159343.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) INC","BK1577":"香港本地消费股","BK1500":"做空集合股","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)"},"translate_title":"评估新秀丽集团(SEHK：1910)拟于美国双重上市及注销库存股后的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01910":0.9,"DCF":1},"content_text":"Samsonite Group (SEHK:1910) has flagged potential changes to its Articles of Incorporation to support a possible dual listing in the United States and to cancel outstanding treasury shares once such a listing is completed. See our latest analysis for Samsonite Group. Those proposed rule changes come as the share price sits at HK$20.34, with a 1 day share price return of 2.31% and a 90 day share price return of 6.49%. The 1 year total shareholder return is a 6.75% decline and the 5 year total shareholder return is a 61.38% gain, which together suggest that short term momentum has picked up after a mixed few years. If Samsonite’s update has you thinking about what else might be moving, this is a good moment to cast the net wider and check out 104 top founder-led companies. With the shares trading at HK$20.34, an indicated intrinsic discount of 55.29% and a 17.92% gap to the HK$23.98 analyst target, you have to ask: is Samsonite undervalued right now, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 2.8% Overvalued Samsonite’s most followed narrative points to a fair value of about HK$19.79, slightly below the HK$20.34 last close, which frames a fairly tight valuation gap.  The assumed bearish price target for Samsonite Group is HK$13.97, which represents the lowest price target estimate amongst analysts. This valuation is based on what can be assumed as the expectations of Samsonite Group's future earnings growth, profit margins and other risk factors from analysts on the more bearish end of the spectrum.  Read the complete narrative. Read the complete narrative. Curious why this fair value barely trails the market price while the most cautious analysts sit far lower? Revenue pacing, margin assumptions and the future earnings multiple quietly carry the story. The full narrative spells out how these moving parts connect. Result: Fair Value of HK$19.79 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still a few potential swing factors, including growing direct to consumer sales and steady non travel categories, that could challenge this cautious fair value story. Find out about the key risks to this Samsonite Group narrative. Another View: Cash Flows Point a Different Way While the most popular narrative has Samsonite trading about 2.8% above its HK$19.79 fair value, our DCF model paints a very different picture. On that measure, HK$20.34 compares with a fair value estimate of HK$45.49, implying the shares trade at a 55.3% discount. Two valuation tools, one stock, and a wide gap in outcomes. Which set of assumptions do you think is closer to how the market will treat Samsonite over time? Look into how the SWS DCF model arrives at its fair value. 1910 Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Samsonite Group for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 222 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Samsonite Group Narrative If you see the numbers differently or prefer to work from your own assumptions, you can build a custom Samsonite view in just a few minutes, then Do it your way. A great starting point for your Samsonite Group research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If Samsonite has sparked your curiosity, do not stop here. Widen your watchlist with fresh ideas that match how you like to invest.  Target value focused opportunities by scanning our 222 high quality undervalued stocks that combine quality fundamentals with appealing pricing signals. Strengthen your income stream by reviewing the 442 dividend fortresses that highlight companies offering higher yields with an emphasis on resilience. Protect your downside by checking the 325 resilient stocks with low risk scores to see businesses that score well on financial risk measures and balance sheet strength.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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