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?
去过那里，做过那些。浮躁的投资者就像游客，喜欢向前看。投资新秀丽(Samsonite)的理由一直是基于其扭亏为盈、销售快速增长，以及比箱包生产竞争对手塔米(Tumi)更低的估值。第一项已经完成了，销售不会永远超过manbetx app苹果 旅游业的增长，而且估值折扣也不像从前了。那么下一步该如何呢？
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