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?
去過那里，做過那些。浮躁的投資者就像游客，喜歡向前看。投資新秀麗(Samsonite)的理由一直是基于其扭虧為盈、銷售快速增長，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游業的增長，而且估值折扣也不像從前了。那么下一步該如何呢？
您已閱讀18%（472字），剩余82%（2094字）包含更多重要信息，訂閱以繼續探索完整內容，并享受更多專屬服務。