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Luggage companies: Lost case or a steal for the long term?

While it appears all gloomy, in the medium term, post pandemic the balance may tilt in favour of VIP and Safari

August 24, 2020 / 10:59 AM IST
Luggage companies: Lost case or a steal for the long term?

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Madhuchanda Dey Moneycontrol Research Highlights - Weak Q1, a total washout quarter - Resorting to cost management and cash conservation - After the pandemic, may be an opportunity for survivors due to weak competition - Dependence on China for soft luggage a problem, VIP relatively better placed on sourcing - Buy these stocks with an eye on the long term Luggage is perhaps one of the worst affected sectors due to the pandemic, as travel-the principal source of demand--has come to a near halt. Since it is a...

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