I was quite skeptical that there would be a buyout but Bloomberg just reported (right after my post) that there are many PE firms looking at Sams. There’s a risk margins are elevated here and as I mentioned the extant affected stock would trade at 11x EBITDA already. But if a takeout does materialise, in the 30s then
I linked to it in my post for today: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-march-18-2024
CMBI Research China has done a few free research reports about the stock over the past year as I do monthly posts covering those reports: https://emergingmarketskeptic.substack.com/?sort=search&search=Samsonite
thanks for the report ..how mich the takeover price do u expect in hk dollars?
I was quite skeptical that there would be a buyout but Bloomberg just reported (right after my post) that there are many PE firms looking at Sams. There’s a risk margins are elevated here and as I mentioned the extant affected stock would trade at 11x EBITDA already. But if a takeout does materialise, in the 30s then