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    Dustin Wei

    Research Analyst at Morgan Stanley

    Dustin Wei is an Equity Research Analyst at Morgan Stanley, primarily covering companies in the general sector with a focus on Hong Kong-listed stocks such as HK:9992, HK:6110, and YSG. Despite a challenging recent track record, his recommendations have included a standout profitable call on HK:9992, garnering a 75.7% return, though his overall success rate is 25% from 12 ratings over the past year with an average return per transaction of -7.40%. Wei joined Morgan Stanley as an analyst and has been tracked for publishing research and trading ideas since at least 2021. His professional credentials and securities licenses are not publicly specified, but his ongoing role at a major investment bank demonstrates established credentials and expertise in Asian equities research.

    Dustin Wei's questions to Samsonite International SA/ADR (SMSEY) leadership

    Dustin Wei's questions to Samsonite International SA/ADR (SMSEY) leadership • Q1 2025

    Question

    Dustin Wei of Morgan Stanley inquired about Q2 sales trends, asking if there was evidence of order pull-forward in North America and whether weakness in Asia was broad-based. He also asked if the Q2 EBITDA margin would improve sequentially and year-over-year.

    Answer

    CEO Kyle Gendreau stated there has been no significant sales pull-forward; rather, wholesalers are waiting for tariff clarity, potentially creating pent-up demand. He confirmed Asian market sentiment is broadly soft but highlighted specific trends like India's recovery and Korea's drag. Both Gendreau and CFO Reza Taleghani confirmed that Q2 EBITDA margin is expected to improve sequentially from Q1, consistent with normal seasonality and higher sales volumes.

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