Samsonite's Shares Seem Too Cheap to Ignore -- Market Talk

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0639 GMT - Samsonite's shares seem too cheap to ignore despite the company's uncertain prospects due to the Middle East conflict, says Morningstar's Ivan Su in a note. The ongoing conflict is expected to leave the luggage maker's total sales roughly flat on year, the analyst notes. While the near-term hit to earnings is limited due to the company's five to six months of inventory, a prolonged conflict could expose Samsonite to higher oil-driven sourcing costs, they add. Still, shares are currently trading at 10X its estimated 2026 earnings and the company is committing to a 45% dividend payout ratio, he says. The stock is therefore a bargain at its current levels. Morningstar retains its HK$24.00 fair-value estimate on Samsonite, which is down 3.85% at HK$14.625. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

March 23, 2026 02:39 ET (06:39 GMT)

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The ongoing conflict is expected to leave the luggage maker's total sales roughly flat on year, the analyst notes. While the near-term hit to earnings is limited due to the company's five to six months of inventory, a prolonged conflict could expose Samsonite to higher oil-driven sourcing costs, they add. Still, shares are currently trading at 10X its estimated 2026 earnings and the company is committing to a 45% dividend payout ratio, he says. The stock is therefore a bargain at its current levels. Morningstar retains its HK$24.00 fair-value estimate on Samsonite, which is down 3.85% at HK$14.625. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 23, 2026 02:39 ET (06:39 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Samsonite's Shares Seem Too Cheap to Ignore -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsonite's Shares Seem Too Cheap to Ignore -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-23 14:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0639 GMT - Samsonite's shares seem too cheap to ignore despite the company's uncertain prospects due to the Middle East conflict, says Morningstar's Ivan Su in a note. The ongoing conflict is expected to leave the luggage maker's total sales roughly flat on year, the analyst notes. While the near-term hit to earnings is limited due to the company's five to six months of inventory, a prolonged conflict could expose Samsonite to higher oil-driven sourcing costs, they add. Still, shares are currently trading at 10X its estimated 2026 earnings and the company is committing to a 45% dividend payout ratio, he says. The stock is therefore a bargain at its current levels. Morningstar retains its HK$24.00 fair-value estimate on Samsonite, which is down 3.85% at HK$14.625. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 23, 2026 02:39 ET (06:39 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823040885.USD","symbol_name":"东方汇理新兴市场焦点股票基金","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2621727850","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2621727850","pubTimestamp":1774247940,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0639 GMT - Samsonite's shares seem too cheap to ignore despite the company's uncertain prospects due to the Middle East conflict, says Morningstar's Ivan Su in a note. The ongoing conflict is expected to leave the luggage maker's total sales roughly flat on year, the analyst notes. While the near-term hit to earnings is limited due to the company's five to six months of inventory, a prolonged conflict could expose Samsonite to higher oil-driven sourcing costs, they add. Still, shares are currently trading at 10X its estimated 2026 earnings and the company is committing to a 45% dividend payout ratio, he says. The stock is therefore a bargain at its current levels. Morningstar retains its HK$24.00 fair-value estimate on Samsonite, which is down 3.85% at HK$14.625. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"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","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","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)","BK1227":"服装、服饰与奢侈品","BK1602":"香港零售股","BK1577":"香港本地消费股","BK1500":"做空集合股","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0702159343.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) INC","SG9999004311.SGD":"Nikko AM Shenton Emerging Enterprise Discovery Fund SGD","LU0702159699.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) ACC","LU1166156734.SGD":"Fidelity Asian Smaller Companies A-ACC-SGD","01910":"新秀丽"},"translate_title":"新秀丽的股价似乎太便宜了，不容忽视——市场讨论","themeId":"8603dabb40994e59ac78c04c930c0d49","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01910":0.9},"content_text":"0639 GMT - Samsonite's shares seem too cheap to ignore despite the company's uncertain prospects due to the Middle East conflict, says Morningstar's Ivan Su in a note. The ongoing conflict is expected to leave the luggage maker's total sales roughly flat on year, the analyst notes. While the near-term hit to earnings is limited due to the company's five to six months of inventory, a prolonged conflict could expose Samsonite to higher oil-driven sourcing costs, they add. Still, shares are currently trading at 10X its estimated 2026 earnings and the company is committing to a 45% dividend payout ratio, he says. The stock is therefore a bargain at its current levels. Morningstar retains its HK$24.00 fair-value estimate on Samsonite, which is down 3.85% at HK$14.625. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 23, 2026 02:39 ET (06:39 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}