Positive Business Outlook: Samsonite's management expressed a more optimistic view on business prospects during a recent conference call, indicating expected improvements in net sales growth for Q4 due to new product launches and increased advertising.
Analyst Upgrades: CLSA raised its target price for Samsonite from HKD20.9 to HKD22 and increased its adjusted net profit forecast for 2025-2027 by 5-8%, maintaining a Buy rating based on the company's 3Q results.
Potential Catalysts: Goldman Sachs highlighted that a potential dual listing in the US next year and share buybacks could act as catalysts for a re-rating of Samsonite's stock.
Short Selling Activity: The company experienced short selling of $13.30 million, with a ratio of 11.82%, indicating some market skepticism despite the positive outlook from analysts.
Wall Street analysts forecast 01910 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 01910 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast 01910 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 01910 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
0 Sell
Current: 20.880
Low
Averages
High
Current: 20.880
Low
Averages
High
Goldman Sachs
Goldman Sachs
maintain
$22
Al Analysis
2025-11-17
Reason
Goldman Sachs
Goldman Sachs
Price Target
$22
Al Analysis
2025-11-17
maintain
Reason
The analyst rating for Samsonite (01910.HK) is influenced by several positive factors highlighted in the article. Goldman Sachs noted that the company's management expressed a more optimistic outlook during the latest conference call compared to the previous one in August. This optimism is supported by the anticipated launch of new products and increased advertising efforts ahead of the peak season, which are expected to drive improved net sales growth in the fourth quarter compared to the third quarter.
Additionally, based on Samsonite's third-quarter results, Morgan Stanley raised its adjusted net profit forecast for the company for the years 2025 to 2027 by 5-8% and increased the target price from HKD20.9 to HKD22, maintaining a Buy rating. Goldman Sachs also pointed out that the potential dual listing in the US next year and share buybacks to mitigate dilution effects could act as catalysts for further re-rating of the stock. These factors collectively contribute to a positive analyst rating for Samsonite.
UBS
UBS
Neutral
to
Buy
upgrade
2025-11-17
Reason
UBS
UBS
Price Target
2025-11-17
upgrade
Neutral
to
Buy
Reason
The analyst rating for SAMSONITE was upgraded from Neutral to Buy by UBS due to several key reasons:
1. Revenue Recovery: SAMSONITE's revenue is regaining traction, with the impact of US tariffs being milder than expected.
2. Mitigation Strategies: The company has diversified strategies to mitigate the impacts of tariffs.
3. EBITDA Growth: UBS anticipates that SAMSONITE's adjusted EBITDA will grow by 8% year-over-year in 2026, driven by a 5% revenue growth and improved operating leverage.
4. Improved Operating Performance: Enhanced operating performance is expected to increase the visibility of a potential secondary listing in the US, which could lead to a re-rating of the price-to-earnings (PE) ratio.
5. Valuation Convergence: As the investor base expands, SAMSONITE's valuation is expected to align more closely with global peers over the medium to long term.
As a result of these factors, UBS raised its target price for SAMSONITE from $17.4 to $24.1.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for 01910
Unlock Now
Morgan Stanley
Morgan Stanley
maintain
$24
2025-11-13
Reason
Morgan Stanley
Morgan Stanley
Price Target
$24
2025-11-13
maintain
Reason
The analyst rating for SAMSONITE from Morgan Stanley is based on the positive sales trend observed from August to October, along with the significant increase in US air passenger traffic in October, which supports management's optimistic outlook for the fourth quarter of 2025. Despite the challenges posed by a high base in the wholesale business from the previous year, the overall positive indicators led to an Overweight rating and a target price of HKD24.
Citi
maintain
$19.7
2025-11-13
Reason
Citi
Price Target
$19.7
2025-11-13
maintain
Reason
The analyst rating for SAMSONITE (01910.HK) is influenced by several factors highlighted in the article. Citi's rating of "Buy" and target price of HKD 19.7 is based on the company's 3Q25 results, which, while showing a decline in adjusted EBITDA and a slight revenue drop, were largely in line with expectations. The management's outlook for improved sales growth in 4Q25, driven by strong global travel demand, new product launches, and marketing activities, supports a positive view on the stock. Additionally, CLSA's high conviction "Outperform" rating reflects confidence in the company's potential for recovery and growth.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
