15min chapter

Yet Another Value Podcast cover image

Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK

Yet Another Value Podcast

CHAPTER

Navigating Market Dynamics and Valuation Challenges

This chapter explores the competitive landscape of the luggage industry with a focus on Samsonite, analyzing its niche market and brand perception. It also delves into the complexities of dual listings and valuation discrepancies between companies in different markets, highlighting the challenges faced by Hong Kong firms. Additionally, the discussion covers management strategies for capital allocation and the impact of cultural differences on investor communication.

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