Been there, done that. Restless investors, like travellers, like to look ahead. The investment case for Samsonite has been based on a turnround, fast-growing sales and a cheaper valuation than rival luggage maker Tumi. The first is done, sales can’t outpace global tourism forever, and the discount is not what it was. So what’s next?
去過那裏，做過那些。浮躁的投資者就像遊客，喜歡向前看。投資新秀麗(Samsonite)的理由一直是基於其扭虧爲盈、銷售快速成長，以及比箱包生產競爭對手塔米(Tumi)更低的估值。第一項已經完成了，銷售不會永遠超過全球旅遊業的成長，而且估值折扣也不像從前了。那麼下一步該如何呢？
您已閱讀18%（472字），剩餘82%（2094字）包含更多重要資訊，訂閱以繼續探索完整內容，並享受更多專屬服務。