View Future GrowthLuster Industries Bhd 過去の業績過去 基準チェック /06Luster Industries Bhdの収益は年間平均-29.2%の割合で減少していますが、 Chemicals業界の収益は年間 減少しています。収益は年間8.8% 8.5%割合で 増加しています。主要情報-29.23%収益成長率-30.66%EPS成長率Chemicals 業界の成長8.86%収益成長率8.54%株主資本利益率-15.50%ネット・マージン-8.14%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 31First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: RM62.2m (up 41% from 1Q 2025). Net income: RM39.0k (down 98% from 1Q 2025). Profit margin: 0.1% (down from 3.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 29Third quarter 2025 earnings released: EPS: RM0 (vs RM0.001 loss in 3Q 2024)Third quarter 2025 results: EPS: RM0 (improved from RM0.001 loss in 3Q 2024). Revenue: RM86.2m (up 133% from 3Q 2024). Net income: RM47.0k (up RM2.38m from 3Q 2024). Profit margin: 0.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Reported Earnings • May 01Full year 2024 earnings released: EPS: RM0.002 (vs RM0.001 in FY 2023)Full year 2024 results: EPS: RM0.002 (up from RM0.001 in FY 2023). Revenue: RM164.6m (up 17% from FY 2023). Net income: RM6.12m (up 191% from FY 2023). Profit margin: 3.7% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 18% per year.Reported Earnings • Mar 02Full year 2024 earnings released: EPS: RM0.002 (vs RM0.001 in FY 2023)Full year 2024 results: EPS: RM0.002 (up from RM0.001 in FY 2023). Revenue: RM166.4m (up 18% from FY 2023). Net income: RM6.05m (up 187% from FY 2023). Profit margin: 3.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 29Third quarter 2024 earnings released: RM0.001 loss per share (vs RM0 in 3Q 2023)Third quarter 2024 results: RM0.001 loss per share (further deteriorated from RM0 in 3Q 2023). Revenue: RM37.0m (up 12% from 3Q 2023). Net loss: RM2.33m (down RM2.39m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.001 (vs RM0.001 in 2Q 2023)Second quarter 2024 results: EPS: RM0.001 (in line with 2Q 2023). Revenue: RM39.1m (up 1.8% from 2Q 2023). Net income: RM2.89m (up 32% from 2Q 2023). Profit margin: 7.4% (up from 5.7% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.すべての更新を表示Recent updatesReported Earnings • May 31First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: RM62.2m (up 41% from 1Q 2025). Net income: RM39.0k (down 98% from 1Q 2025). Profit margin: 0.1% (down from 3.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • May 25Now 38% overvaluedOver the last 90 days, the stock has fallen 13% to RM0.035. The fair value is estimated to be RM0.025, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • May 05Now 38% overvaluedOver the last 90 days, the stock has fallen 13% to RM0.035. The fair value is estimated to be RM0.025, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Apr 29Luster Industries Bhd, Annual General Meeting, May 29, 2026Luster Industries Bhd, Annual General Meeting, May 29, 2026, at 10:00 Singapore Standard Time. Location: room the lounge, ground floor, park avenue hotel, e-1 jalan indah dua, taman sejati indah, 08000 sungai petani, kedah darul aman, MalaysiaNew Risk • Mar 02New major risk - Revenue and earnings growthEarnings have declined by 23% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 23% per year over the past 5 years. Minor Risk Market cap is less than US$100m (RM118.8m market cap, or US$30.3m).分析記事 • Feb 02Is Luster Industries Bhd (KLSE:LUSTER) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 29Luster Industries Bhd's (KLSE:LUSTER) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 28x Luster Industries Bhd ( KLSE:LUSTER ) may be sending very bearish...Reported Earnings • Nov 29Third quarter 2025 earnings released: EPS: RM0 (vs RM0.001 loss in 3Q 2024)Third quarter 2025 results: EPS: RM0 (improved from RM0.001 loss in 3Q 2024). Revenue: RM86.2m (up 133% from 3Q 2024). Net income: RM47.0k (up RM2.38m from 3Q 2024). Profit margin: 0.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.分析記事 • Nov 12Returns On Capital Signal Tricky Times Ahead For Luster Industries Bhd (KLSE:LUSTER)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Oct 06We Think Luster Industries Bhd (KLSE:LUSTER) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Aug 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 3.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (RM149.3m market cap, or US$35.3m).分析記事 • Jul 03These 4 Measures Indicate That Luster Industries Bhd (KLSE:LUSTER) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • May 01Full year 2024 earnings released: EPS: RM0.002 (vs RM0.001 in FY 2023)Full year 2024 results: EPS: RM0.002 (up from RM0.001 in FY 2023). Revenue: RM164.6m (up 17% from FY 2023). Net income: RM6.12m (up 191% from FY 2023). Profit margin: 3.7% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 18% per year.お知らせ • Apr 24Luster Industries Bhd, Annual General Meeting, May 26, 2025Luster Industries Bhd, Annual General Meeting, May 26, 2025, at 10:00 Singapore Standard Time. Location: room the lounge, ground floor, park avenue hotel, e-1 jalan indah dua, taman sejati indah, 08000 sungai petani, kedah darul aman, Malaysia分析記事 • Apr 08Luster Industries Bhd's (KLSE:LUSTER) Popularity With Investors Is Under Threat From OverpricingLuster Industries Bhd's ( KLSE:LUSTER ) price-to-earnings (or "P/E") ratio of 24.7x might make it look like a strong...Reported Earnings • Mar 02Full year 2024 earnings released: EPS: RM0.002 (vs RM0.001 in FY 2023)Full year 2024 results: EPS: RM0.002 (up from RM0.001 in FY 2023). Revenue: RM166.4m (up 18% from FY 2023). Net income: RM6.05m (up 187% from FY 2023). Profit margin: 3.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.分析記事 • Feb 20We Think Luster Industries Bhd (KLSE:LUSTER) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 29Third quarter 2024 earnings released: RM0.001 loss per share (vs RM0 in 3Q 2023)Third quarter 2024 results: RM0.001 loss per share (further deteriorated from RM0 in 3Q 2023). Revenue: RM37.0m (up 12% from 3Q 2023). Net loss: RM2.33m (down RM2.39m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.分析記事 • Nov 06We Think Luster Industries Bhd (KLSE:LUSTER) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.001 (vs RM0.001 in 2Q 2023)Second quarter 2024 results: EPS: RM0.001 (in line with 2Q 2023). Revenue: RM39.1m (up 1.8% from 2Q 2023). Net income: RM2.89m (up 32% from 2Q 2023). Profit margin: 7.4% (up from 5.7% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.分析記事 • Aug 02Luster Industries Bhd's (KLSE:LUSTER) Share Price Could Signal Some RiskIt's not a stretch to say that Luster Industries Bhd's ( KLSE:LUSTER ) price-to-sales (or "P/S") ratio of 1.7x right...Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: RM0.001 (vs RM0 in 1Q 2023)First quarter 2024 results: EPS: RM0.001 (up from RM0 in 1Q 2023). Revenue: RM36.0m (down 8.8% from 1Q 2023). Net income: RM2.68m (up 233% from 1Q 2023). Profit margin: 7.4% (up from 2.0% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.お知らせ • May 01Luster Industries Bhd, Annual General Meeting, May 30, 2024Luster Industries Bhd, Annual General Meeting, May 30, 2024, at 10:00 Singapore Standard Time. Location: Room The Lounge, Ground Floor, Park Avenue Hotel E-1, Jalan Indah Dua, Taman Sejati Indah, 08000 Sungai Petani, Kedah Darul Aman Malaysia Agenda: To receive the Audited Financial Statements of the Company for the financial year ended 31 December 2023 and the Reports of the Directors and Auditors thereon; to approve the payment of Directors' fees and Directors' benefits for the financial year ending 31 December 2024; to re-elect the following Directors; to re-appoint Messrs. Grant Thornton Malaysia PLT as Auditors of the Company until the conclusion of the next Annual General Meeting and to authorise the Directors to fix their remuneration; to consider authority to allot and issue shares; to consider proposed renewal of shareholders' mandate for recurrent related party transaction; to consider authority to purchase its own shares; and to transact other matters.分析記事 • Apr 09Pinning Down Luster Industries Bhd's (KLSE:LUSTER) P/S Is Difficult Right NowIt's not a stretch to say that Luster Industries Bhd's ( KLSE:LUSTER ) price-to-sales (or "P/S") ratio of 1.4x seems...Reported Earnings • Feb 29Full year 2023 earnings released: EPS: RM0.001 (vs RM0.006 loss in FY 2022)Full year 2023 results: EPS: RM0.001 (up from RM0.006 loss in FY 2022). Revenue: RM141.0m (down 9.6% from FY 2022). Net income: RM2.25m (up RM19.2m from FY 2022). Profit margin: 1.6% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.分析記事 • Jan 05There's Reason For Concern Over Luster Industries Bhd's (KLSE:LUSTER) PriceThere wouldn't be many who think Luster Industries Bhd's ( KLSE:LUSTER ) price-to-sales (or "P/S") ratio of 1.7x is...Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: RM0 (vs RM0 in 3Q 2022)Third quarter 2023 results: EPS: RM0 (in line with 3Q 2022). Revenue: RM33.1m (down 16% from 3Q 2022). Net income: RM55.0k (down 95% from 3Q 2022). Profit margin: 0.2% (down from 2.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.分析記事 • Nov 01Luster Industries Bhd (KLSE:LUSTER) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Oct 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Malaysian stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 39% per year over the past 5 years. Minor Risk Market cap is less than US$100m (RM226.7m market cap, or US$47.4m).お知らせ • Sep 02+ 6 more updatesLuster Industries Bhd Announces the Resignation of Wee Song He, Wilson as Executive Member of Risk CommitteeLuster Industries Bhd announced the resignation of Mr. Wee Song He, Wilson as Executive Member of Risk Committee of the company with effect from September 1, 2023. Composition of Risk Committee(Name and Directorate of members after change): Ahmad Kamal Bin S. Awab, Chairman, Chuah Chong Ewe, Member, Nah Ren Ren, Member, Lee Lean Suan, Member.お知らせ • Aug 29Luster Industries Bhd Appoints Mr. Nah Ren Ren as Independent and Non Executive DirectorLuster Industries Bhd approved the appointment of Mr. Nah Ren Ren as Independent and Non Executive director, age 59, Date of change 28 Aug. 2023. Mr. Nah Ren Ren was graduated from RMIT University of Australia in 1990 with a Degree in Computer Science. Since his graduation, he started his career with his family business in metal furniture fabrication, tool and die making, machine automation, machine system programming, metal stamping, metal surface plating and metal /ceramic injection moulding industries environment. He is responsible for the business and manufacturing management of the company.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: RM0.001 (vs RM0.001 in 2Q 2022)Second quarter 2023 results: EPS: RM0.001 (in line with 2Q 2022). Revenue: RM38.4m (down 2.4% from 2Q 2022). Net income: RM2.19m (down 35% from 2Q 2022). Profit margin: 5.7% (down from 8.5% in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.分析記事 • Jul 07Is Luster Industries Bhd (KLSE:LUSTER) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • May 31+ 3 more updatesLuster Industries Bhd Announces Retirement of MOHAMED SHUKRI BIN MOHAMED ZAIN as Independent and Non Executive Member of Risk CommitteeLuster Industries Bhd announced the retirement of DATO MOHAMED SHUKRI BIN MOHAMED ZAIN, age 58 as Independent and Non Executive Member of Risk Committee. Date of change is on May 29, 2023. Composition of Risk Committee: Ahmad Kamal Bin S. Awab, Chairman; Chuah Chong Ewe, Member; Wee Song Hee, Wilson, Member; Lee Lean Suan, Member.Reported Earnings • May 31First quarter 2023 earnings released: EPS: RM0 (vs RM0.001 in 1Q 2022)First quarter 2023 results: EPS: RM0 (down from RM0.001 in 1Q 2022). Revenue: RM39.5m (down 5.1% from 1Q 2022). Net income: RM805.0k (down 69% from 1Q 2022). Profit margin: 2.0% (down from 6.2% in 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 02Full year 2022 earnings released: RM0.006 loss per share (vs RM0.003 profit in FY 2021)Full year 2022 results: RM0.006 loss per share (down from RM0.003 profit in FY 2021). Revenue: RM158.7m (up 4.6% from FY 2021). Net loss: RM16.7m (down 297% from profit in FY 2021). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.分析記事 • Feb 07Luster Industries Bhd (KLSE:LUSTER) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Dec 03Third quarter 2022 earnings released: EPS: RM0 (vs RM0.001 in 3Q 2021)Third quarter 2022 results: EPS: RM0 (down from RM0.001 in 3Q 2021). Revenue: RM39.2m (up 12% from 3Q 2021). Net income: RM1.00m (down 44% from 3Q 2021). Profit margin: 2.6% (down from 5.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent & Non-Executive Director Tian Yew was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.分析記事 • Sep 27We Think Luster Industries Bhd (KLSE:LUSTER) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: RM0.001 (vs RM0 in 2Q 2021)Second quarter 2022 results: EPS: RM0.001 (up from RM0 in 2Q 2021). Revenue: RM39.4m (up 30% from 2Q 2021). Net income: RM3.35m (up 470% from 2Q 2021). Profit margin: 8.5% (up from 1.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Jun 10Does Luster Industries Bhd (KLSE:LUSTER) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Jun 01First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: RM0.001 (vs RM0.001 in 1Q 2021). Revenue: RM41.6m (down 5.3% from 1Q 2021). Net income: RM2.59m (up 6.1% from 1Q 2021). Profit margin: 6.2% (up from 5.6% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 50%. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • May 02Luster Industries Bhd, Annual General Meeting, May 30, 2022Luster Industries Bhd, Annual General Meeting, May 30, 2022, at 11:00 China Standard Time. Location: Room The Lounge, Ground Floor, Park Avenue Hotel E-1, Jalan Indah Dua, Taman Sejati Indah, 08000 Sungai Petani, Kedah Darulaman Sungai Petani Malaysia Agenda: To receive the Audited Financial Statements of the Company for the financial year ended 31 December 2021 and the Reports of the Directors and Auditors thereon; to approve the payment of Directors fees and Directors benefits amounting to RM300,000.00 for the financial year ending 31 December 2022; to re-elect the Directors who retire pursuant to Article 95 of the Company's Constitution; to re-elect the Mr. Chuah Chong San who retire pursuant to Article 102 of the Company's Constitution; to re-appoint Messrs. Grant Thornton Malaysia PLT as Auditors of the Company until the conclusion of the next Annual General Meeting and to authorise the Directors to fix their remuneration; and to consider other mattes.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent & Non-Executive Director Tian Yew was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 02Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: RM0.003 (vs RM0.003 in FY 2020). Revenue: RM158.3m (down 14% from FY 2020). Net income: RM8.48m (up 42% from FY 2020). Profit margin: 5.4% (up from 3.3% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 50%. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.分析記事 • Jan 08Here's Why Luster Industries Bhd (KLSE:LUSTER) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Reported Earnings • Nov 28Third quarter 2021 earnings: EPS and revenues miss analyst expectationsThird quarter 2021 results: EPS: RM0.001 (vs RM0.001 in 3Q 2020). Revenue: RM35.0m (down 32% from 3Q 2020). Net income: RM1.79m (down 36% from 3Q 2020). Profit margin: 5.1% (down from 5.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 50%. Earnings per share (EPS) missed analyst estimates by 50%. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.分析記事 • Aug 25Luster Industries Bhd (KLSE:LUSTER) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • May 29First quarter 2021 earnings released: EPS RM0.001 (vs RM0.001 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: RM43.9m (down 8.9% from 1Q 2020). Net income: RM2.44m (up 42% from 1Q 2020). Profit margin: 5.6% (up from 3.6% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.分析記事 • Mar 21Luster Industries Bhd (KLSE:LUSTER) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Mar 01What Kind Of Investors Own Most Of Luster Industries Bhd (KLSE:LUSTER)?The big shareholder groups in Luster Industries Bhd ( KLSE:LUSTER ) have power over the company. Institutions often own...Reported Earnings • Feb 28Full year 2020 earnings released: EPS RM0.003 (vs RM0.005 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: RM183.5m (flat on FY 2019). Net income: RM5.96m (down 35% from FY 2019). Profit margin: 3.2% (down from 5.1% in FY 2019). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 03New 90-day high: RM0.22The company is up 22% from its price of RM0.18 on 05 November 2020. The Malaysian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period.分析記事 • Feb 02Is Luster Industries Bhd's (KLSE:LUSTER) Recent Stock Performance Influenced By Its Fundamentals In Any Way?Most readers would already be aware that Luster Industries Bhd's (KLSE:LUSTER) stock increased significantly by 18...分析記事 • Jan 07Luster Industries Bhd (KLSE:LUSTER) Shareholders Have Enjoyed An Impressive 127% Share Price GainLuster Industries Bhd ( KLSE:LUSTER ) shareholders have seen the share price descend 15% over the month. But that...お知らせ • Jan 01Luster Industries Bhd has completed a Follow-on Equity Offering in the amount of MYR 60.26875 million.Luster Industries Bhd has completed a Follow-on Equity Offering in the amount of MYR 60.26875 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 482,150,000 Price\Range: MYR 0.125 Transaction Features: Subsequent Direct Listing分析記事 • Dec 17Are Luster Industries Bhd's (KLSE:LUSTER) Statutory Earnings A Good Reflection Of Its Earnings Potential?Broadly speaking, profitable businesses are less risky than unprofitable ones. Having said that, sometimes statutory...Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS RM0.13The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: RM51.6m (flat on 3Q 2019). Net income: RM2.78m (down 42% from 3Q 2019). Profit margin: 5.4% (down from 9.2% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 25What Kind Of Investors Own Most Of Luster Industries Bhd (KLSE:LUSTER)?Every investor in Luster Industries Bhd (KLSE:LUSTER) should be aware of the most powerful shareholder groups...お知らせ • Oct 20Luster Industries Bhd and Fortune Tac Sdn Bhd Enters into Joint Venture Agreement to Form Glovmaster Sdn BhdOn 19 October 2020, Luster Industries Bhd has entered into a joint venture agreement with Fortune Tac Sdn Bhd (FTSB) to set out their mutual understanding in respect of the rights and obligations of Luster and FTSB for the purpose of carrying out the gloves business, which involves the manufacturing, sales and distribution of gloves. Pursuant to the JVA, Luster and FTSB will incorporate a joint venture company, namely Glovmaster Sdn Bhd to undertake the Gloves Business, and each party shall subscribe to ordinary shares of GSB in accordance with the agreed equity participation ratio (Equity Participation Ratio) as follows:- Luster: 56% and FTSB: 44%.Is New 90 Day High Low • Oct 19New 90-day high: RM0.23The company is up 67% from its price of RM0.14 on 21 July 2020. The Malaysian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 2.0% over the same period.お知らせ • Oct 16Luster Industries Bhd has completed a Follow-on Equity Offering in the amount of MYR 26.320786 million.Luster Industries Bhd has completed a Follow-on Equity Offering in the amount of MYR 26.320786 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 237,124,202 Price\Range: MYR 0.111 Transaction Features: Subsequent Direct Listingお知らせ • Sep 23Luster Industries Bhd Appoints CHUAH CHONG SAN as Executive Alternate DirectorLuster Industries Bhd announced the appointment of MR CHUAH CHONG SAN as Executive Alternate Director. Mr. Chuah Chong San started his career in Motorola Solutions Malaysia Sdn Bhd (Formerly known as Motorola Malaysia Sdn Bhd) ("Motorola") as Test System Engineer. In 1998, he had transferred to Internal Control function, focusing on Information Technology (IT), Information Security Protection & Compliance. He was promoted to perform engineering management roles in 2000. He led a team to digitise and transform key supply chain business processes. He was promoted to Penang IT lead as Chief Information Officer (CIO) in 2005 to manage simplification and consolidation of Enterprise Resource Planning (ERP) system across multiple businesses within Motorola. During his IT career, he had the opportunities to play IT lead roles in multiple Merger, Acquisition and Divesture projects. He had also successfully migrated regional IT Business system to Global enterprise system in 2013. In 2016, he was promoted to be the Asia Pacific IT lead, focusing on modernising the IT Infrastructure, partnering with Third-Party Logistics (3PL) and Electronics Manufacturing Services (EMS) to deliver IT solution and supporting IT services in 12 Asia Pacific countries. He left Motorola in 2020. Date of change is 22 September 2020.収支内訳Luster Industries Bhd の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史KLSE:LUSTER 収益、費用、利益 ( )MYR Millions日付収益収益G+A経費研究開発費31 Mar 26283-2322031 Dec 25265-2220030 Sep 25244416030 Jun 25194220031 Mar 25173519031 Dec 24165618030 Sep 24142221030 Jun 24138517031 Mar 24137417031 Dec 23141218030 Sep 23147-2120030 Jun 23153-2021031 Mar 23154-1920031 Dec 22156-1720030 Sep 221631119030 Jun 221591117031 Mar 22149917031 Dec 21152817030 Sep 21157616030 Jun 21174717031 Mar 21179716031 Dec 20183617030 Sep 20184719030 Jun 20185918031 Mar 20184918031 Dec 19183919030 Sep 191731319030 Jun 191731121031 Mar 191831221031 Dec 181771320030 Sep 18174820030 Jun 18163518031 Mar 18152517031 Dec 17141516030 Sep 17132-2122030 Jun 17121-2222031 Mar 17118-2223031 Dec 16114-2523030 Sep 16115-1419030 Jun 16114-1520031 Mar 16113-1720031 Dec 15118-1820030 Sep 15112-4170質の高い収益: LUSTERは現在利益が出ていません。利益率の向上: LUSTERは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: LUSTERは利益が出ておらず、過去 5 年間で損失は年間29.2%の割合で増加しています。成長の加速: LUSTERの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: LUSTERは利益が出ていないため、過去 1 年間の収益成長をChemicals業界 ( 3.3% ) と比較することは困難です。株主資本利益率高いROE: LUSTERは現在利益が出ていないため、自己資本利益率 ( -15.5% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/16 20:50終値2026/07/16 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Luster Industries Bhd 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Kam TanTA Securities Holdings Berhad
Reported Earnings • May 31First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: RM62.2m (up 41% from 1Q 2025). Net income: RM39.0k (down 98% from 1Q 2025). Profit margin: 0.1% (down from 3.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 29Third quarter 2025 earnings released: EPS: RM0 (vs RM0.001 loss in 3Q 2024)Third quarter 2025 results: EPS: RM0 (improved from RM0.001 loss in 3Q 2024). Revenue: RM86.2m (up 133% from 3Q 2024). Net income: RM47.0k (up RM2.38m from 3Q 2024). Profit margin: 0.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Reported Earnings • May 01Full year 2024 earnings released: EPS: RM0.002 (vs RM0.001 in FY 2023)Full year 2024 results: EPS: RM0.002 (up from RM0.001 in FY 2023). Revenue: RM164.6m (up 17% from FY 2023). Net income: RM6.12m (up 191% from FY 2023). Profit margin: 3.7% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 18% per year.
Reported Earnings • Mar 02Full year 2024 earnings released: EPS: RM0.002 (vs RM0.001 in FY 2023)Full year 2024 results: EPS: RM0.002 (up from RM0.001 in FY 2023). Revenue: RM166.4m (up 18% from FY 2023). Net income: RM6.05m (up 187% from FY 2023). Profit margin: 3.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 29Third quarter 2024 earnings released: RM0.001 loss per share (vs RM0 in 3Q 2023)Third quarter 2024 results: RM0.001 loss per share (further deteriorated from RM0 in 3Q 2023). Revenue: RM37.0m (up 12% from 3Q 2023). Net loss: RM2.33m (down RM2.39m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.001 (vs RM0.001 in 2Q 2023)Second quarter 2024 results: EPS: RM0.001 (in line with 2Q 2023). Revenue: RM39.1m (up 1.8% from 2Q 2023). Net income: RM2.89m (up 32% from 2Q 2023). Profit margin: 7.4% (up from 5.7% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 31First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: RM62.2m (up 41% from 1Q 2025). Net income: RM39.0k (down 98% from 1Q 2025). Profit margin: 0.1% (down from 3.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • May 25Now 38% overvaluedOver the last 90 days, the stock has fallen 13% to RM0.035. The fair value is estimated to be RM0.025, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • May 05Now 38% overvaluedOver the last 90 days, the stock has fallen 13% to RM0.035. The fair value is estimated to be RM0.025, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Apr 29Luster Industries Bhd, Annual General Meeting, May 29, 2026Luster Industries Bhd, Annual General Meeting, May 29, 2026, at 10:00 Singapore Standard Time. Location: room the lounge, ground floor, park avenue hotel, e-1 jalan indah dua, taman sejati indah, 08000 sungai petani, kedah darul aman, Malaysia
New Risk • Mar 02New major risk - Revenue and earnings growthEarnings have declined by 23% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 23% per year over the past 5 years. Minor Risk Market cap is less than US$100m (RM118.8m market cap, or US$30.3m).
分析記事 • Feb 02Is Luster Industries Bhd (KLSE:LUSTER) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 29Luster Industries Bhd's (KLSE:LUSTER) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 28x Luster Industries Bhd ( KLSE:LUSTER ) may be sending very bearish...
Reported Earnings • Nov 29Third quarter 2025 earnings released: EPS: RM0 (vs RM0.001 loss in 3Q 2024)Third quarter 2025 results: EPS: RM0 (improved from RM0.001 loss in 3Q 2024). Revenue: RM86.2m (up 133% from 3Q 2024). Net income: RM47.0k (up RM2.38m from 3Q 2024). Profit margin: 0.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
分析記事 • Nov 12Returns On Capital Signal Tricky Times Ahead For Luster Industries Bhd (KLSE:LUSTER)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Oct 06We Think Luster Industries Bhd (KLSE:LUSTER) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Aug 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 3.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (RM149.3m market cap, or US$35.3m).
分析記事 • Jul 03These 4 Measures Indicate That Luster Industries Bhd (KLSE:LUSTER) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • May 01Full year 2024 earnings released: EPS: RM0.002 (vs RM0.001 in FY 2023)Full year 2024 results: EPS: RM0.002 (up from RM0.001 in FY 2023). Revenue: RM164.6m (up 17% from FY 2023). Net income: RM6.12m (up 191% from FY 2023). Profit margin: 3.7% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 18% per year.
お知らせ • Apr 24Luster Industries Bhd, Annual General Meeting, May 26, 2025Luster Industries Bhd, Annual General Meeting, May 26, 2025, at 10:00 Singapore Standard Time. Location: room the lounge, ground floor, park avenue hotel, e-1 jalan indah dua, taman sejati indah, 08000 sungai petani, kedah darul aman, Malaysia
分析記事 • Apr 08Luster Industries Bhd's (KLSE:LUSTER) Popularity With Investors Is Under Threat From OverpricingLuster Industries Bhd's ( KLSE:LUSTER ) price-to-earnings (or "P/E") ratio of 24.7x might make it look like a strong...
Reported Earnings • Mar 02Full year 2024 earnings released: EPS: RM0.002 (vs RM0.001 in FY 2023)Full year 2024 results: EPS: RM0.002 (up from RM0.001 in FY 2023). Revenue: RM166.4m (up 18% from FY 2023). Net income: RM6.05m (up 187% from FY 2023). Profit margin: 3.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
分析記事 • Feb 20We Think Luster Industries Bhd (KLSE:LUSTER) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 29Third quarter 2024 earnings released: RM0.001 loss per share (vs RM0 in 3Q 2023)Third quarter 2024 results: RM0.001 loss per share (further deteriorated from RM0 in 3Q 2023). Revenue: RM37.0m (up 12% from 3Q 2023). Net loss: RM2.33m (down RM2.39m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 06We Think Luster Industries Bhd (KLSE:LUSTER) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.001 (vs RM0.001 in 2Q 2023)Second quarter 2024 results: EPS: RM0.001 (in line with 2Q 2023). Revenue: RM39.1m (up 1.8% from 2Q 2023). Net income: RM2.89m (up 32% from 2Q 2023). Profit margin: 7.4% (up from 5.7% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 02Luster Industries Bhd's (KLSE:LUSTER) Share Price Could Signal Some RiskIt's not a stretch to say that Luster Industries Bhd's ( KLSE:LUSTER ) price-to-sales (or "P/S") ratio of 1.7x right...
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: RM0.001 (vs RM0 in 1Q 2023)First quarter 2024 results: EPS: RM0.001 (up from RM0 in 1Q 2023). Revenue: RM36.0m (down 8.8% from 1Q 2023). Net income: RM2.68m (up 233% from 1Q 2023). Profit margin: 7.4% (up from 2.0% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.
お知らせ • May 01Luster Industries Bhd, Annual General Meeting, May 30, 2024Luster Industries Bhd, Annual General Meeting, May 30, 2024, at 10:00 Singapore Standard Time. Location: Room The Lounge, Ground Floor, Park Avenue Hotel E-1, Jalan Indah Dua, Taman Sejati Indah, 08000 Sungai Petani, Kedah Darul Aman Malaysia Agenda: To receive the Audited Financial Statements of the Company for the financial year ended 31 December 2023 and the Reports of the Directors and Auditors thereon; to approve the payment of Directors' fees and Directors' benefits for the financial year ending 31 December 2024; to re-elect the following Directors; to re-appoint Messrs. Grant Thornton Malaysia PLT as Auditors of the Company until the conclusion of the next Annual General Meeting and to authorise the Directors to fix their remuneration; to consider authority to allot and issue shares; to consider proposed renewal of shareholders' mandate for recurrent related party transaction; to consider authority to purchase its own shares; and to transact other matters.
分析記事 • Apr 09Pinning Down Luster Industries Bhd's (KLSE:LUSTER) P/S Is Difficult Right NowIt's not a stretch to say that Luster Industries Bhd's ( KLSE:LUSTER ) price-to-sales (or "P/S") ratio of 1.4x seems...
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: RM0.001 (vs RM0.006 loss in FY 2022)Full year 2023 results: EPS: RM0.001 (up from RM0.006 loss in FY 2022). Revenue: RM141.0m (down 9.6% from FY 2022). Net income: RM2.25m (up RM19.2m from FY 2022). Profit margin: 1.6% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 05There's Reason For Concern Over Luster Industries Bhd's (KLSE:LUSTER) PriceThere wouldn't be many who think Luster Industries Bhd's ( KLSE:LUSTER ) price-to-sales (or "P/S") ratio of 1.7x is...
Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: RM0 (vs RM0 in 3Q 2022)Third quarter 2023 results: EPS: RM0 (in line with 3Q 2022). Revenue: RM33.1m (down 16% from 3Q 2022). Net income: RM55.0k (down 95% from 3Q 2022). Profit margin: 0.2% (down from 2.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 01Luster Industries Bhd (KLSE:LUSTER) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Oct 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Malaysian stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 39% per year over the past 5 years. Minor Risk Market cap is less than US$100m (RM226.7m market cap, or US$47.4m).
お知らせ • Sep 02+ 6 more updatesLuster Industries Bhd Announces the Resignation of Wee Song He, Wilson as Executive Member of Risk CommitteeLuster Industries Bhd announced the resignation of Mr. Wee Song He, Wilson as Executive Member of Risk Committee of the company with effect from September 1, 2023. Composition of Risk Committee(Name and Directorate of members after change): Ahmad Kamal Bin S. Awab, Chairman, Chuah Chong Ewe, Member, Nah Ren Ren, Member, Lee Lean Suan, Member.
お知らせ • Aug 29Luster Industries Bhd Appoints Mr. Nah Ren Ren as Independent and Non Executive DirectorLuster Industries Bhd approved the appointment of Mr. Nah Ren Ren as Independent and Non Executive director, age 59, Date of change 28 Aug. 2023. Mr. Nah Ren Ren was graduated from RMIT University of Australia in 1990 with a Degree in Computer Science. Since his graduation, he started his career with his family business in metal furniture fabrication, tool and die making, machine automation, machine system programming, metal stamping, metal surface plating and metal /ceramic injection moulding industries environment. He is responsible for the business and manufacturing management of the company.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: RM0.001 (vs RM0.001 in 2Q 2022)Second quarter 2023 results: EPS: RM0.001 (in line with 2Q 2022). Revenue: RM38.4m (down 2.4% from 2Q 2022). Net income: RM2.19m (down 35% from 2Q 2022). Profit margin: 5.7% (down from 8.5% in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
分析記事 • Jul 07Is Luster Industries Bhd (KLSE:LUSTER) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • May 31+ 3 more updatesLuster Industries Bhd Announces Retirement of MOHAMED SHUKRI BIN MOHAMED ZAIN as Independent and Non Executive Member of Risk CommitteeLuster Industries Bhd announced the retirement of DATO MOHAMED SHUKRI BIN MOHAMED ZAIN, age 58 as Independent and Non Executive Member of Risk Committee. Date of change is on May 29, 2023. Composition of Risk Committee: Ahmad Kamal Bin S. Awab, Chairman; Chuah Chong Ewe, Member; Wee Song Hee, Wilson, Member; Lee Lean Suan, Member.
Reported Earnings • May 31First quarter 2023 earnings released: EPS: RM0 (vs RM0.001 in 1Q 2022)First quarter 2023 results: EPS: RM0 (down from RM0.001 in 1Q 2022). Revenue: RM39.5m (down 5.1% from 1Q 2022). Net income: RM805.0k (down 69% from 1Q 2022). Profit margin: 2.0% (down from 6.2% in 1Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 02Full year 2022 earnings released: RM0.006 loss per share (vs RM0.003 profit in FY 2021)Full year 2022 results: RM0.006 loss per share (down from RM0.003 profit in FY 2021). Revenue: RM158.7m (up 4.6% from FY 2021). Net loss: RM16.7m (down 297% from profit in FY 2021). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
分析記事 • Feb 07Luster Industries Bhd (KLSE:LUSTER) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Dec 03Third quarter 2022 earnings released: EPS: RM0 (vs RM0.001 in 3Q 2021)Third quarter 2022 results: EPS: RM0 (down from RM0.001 in 3Q 2021). Revenue: RM39.2m (up 12% from 3Q 2021). Net income: RM1.00m (down 44% from 3Q 2021). Profit margin: 2.6% (down from 5.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent & Non-Executive Director Tian Yew was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
分析記事 • Sep 27We Think Luster Industries Bhd (KLSE:LUSTER) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: RM0.001 (vs RM0 in 2Q 2021)Second quarter 2022 results: EPS: RM0.001 (up from RM0 in 2Q 2021). Revenue: RM39.4m (up 30% from 2Q 2021). Net income: RM3.35m (up 470% from 2Q 2021). Profit margin: 8.5% (up from 1.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Jun 10Does Luster Industries Bhd (KLSE:LUSTER) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Jun 01First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: RM0.001 (vs RM0.001 in 1Q 2021). Revenue: RM41.6m (down 5.3% from 1Q 2021). Net income: RM2.59m (up 6.1% from 1Q 2021). Profit margin: 6.2% (up from 5.6% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 50%. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • May 02Luster Industries Bhd, Annual General Meeting, May 30, 2022Luster Industries Bhd, Annual General Meeting, May 30, 2022, at 11:00 China Standard Time. Location: Room The Lounge, Ground Floor, Park Avenue Hotel E-1, Jalan Indah Dua, Taman Sejati Indah, 08000 Sungai Petani, Kedah Darulaman Sungai Petani Malaysia Agenda: To receive the Audited Financial Statements of the Company for the financial year ended 31 December 2021 and the Reports of the Directors and Auditors thereon; to approve the payment of Directors fees and Directors benefits amounting to RM300,000.00 for the financial year ending 31 December 2022; to re-elect the Directors who retire pursuant to Article 95 of the Company's Constitution; to re-elect the Mr. Chuah Chong San who retire pursuant to Article 102 of the Company's Constitution; to re-appoint Messrs. Grant Thornton Malaysia PLT as Auditors of the Company until the conclusion of the next Annual General Meeting and to authorise the Directors to fix their remuneration; and to consider other mattes.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent & Non-Executive Director Tian Yew was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 02Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: RM0.003 (vs RM0.003 in FY 2020). Revenue: RM158.3m (down 14% from FY 2020). Net income: RM8.48m (up 42% from FY 2020). Profit margin: 5.4% (up from 3.3% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 50%. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
分析記事 • Jan 08Here's Why Luster Industries Bhd (KLSE:LUSTER) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Reported Earnings • Nov 28Third quarter 2021 earnings: EPS and revenues miss analyst expectationsThird quarter 2021 results: EPS: RM0.001 (vs RM0.001 in 3Q 2020). Revenue: RM35.0m (down 32% from 3Q 2020). Net income: RM1.79m (down 36% from 3Q 2020). Profit margin: 5.1% (down from 5.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 50%. Earnings per share (EPS) missed analyst estimates by 50%. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
分析記事 • Aug 25Luster Industries Bhd (KLSE:LUSTER) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 29First quarter 2021 earnings released: EPS RM0.001 (vs RM0.001 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: RM43.9m (down 8.9% from 1Q 2020). Net income: RM2.44m (up 42% from 1Q 2020). Profit margin: 5.6% (up from 3.6% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
分析記事 • Mar 21Luster Industries Bhd (KLSE:LUSTER) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Mar 01What Kind Of Investors Own Most Of Luster Industries Bhd (KLSE:LUSTER)?The big shareholder groups in Luster Industries Bhd ( KLSE:LUSTER ) have power over the company. Institutions often own...
Reported Earnings • Feb 28Full year 2020 earnings released: EPS RM0.003 (vs RM0.005 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: RM183.5m (flat on FY 2019). Net income: RM5.96m (down 35% from FY 2019). Profit margin: 3.2% (down from 5.1% in FY 2019). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 03New 90-day high: RM0.22The company is up 22% from its price of RM0.18 on 05 November 2020. The Malaysian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period.
分析記事 • Feb 02Is Luster Industries Bhd's (KLSE:LUSTER) Recent Stock Performance Influenced By Its Fundamentals In Any Way?Most readers would already be aware that Luster Industries Bhd's (KLSE:LUSTER) stock increased significantly by 18...
分析記事 • Jan 07Luster Industries Bhd (KLSE:LUSTER) Shareholders Have Enjoyed An Impressive 127% Share Price GainLuster Industries Bhd ( KLSE:LUSTER ) shareholders have seen the share price descend 15% over the month. But that...
お知らせ • Jan 01Luster Industries Bhd has completed a Follow-on Equity Offering in the amount of MYR 60.26875 million.Luster Industries Bhd has completed a Follow-on Equity Offering in the amount of MYR 60.26875 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 482,150,000 Price\Range: MYR 0.125 Transaction Features: Subsequent Direct Listing
分析記事 • Dec 17Are Luster Industries Bhd's (KLSE:LUSTER) Statutory Earnings A Good Reflection Of Its Earnings Potential?Broadly speaking, profitable businesses are less risky than unprofitable ones. Having said that, sometimes statutory...
Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS RM0.13The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: RM51.6m (flat on 3Q 2019). Net income: RM2.78m (down 42% from 3Q 2019). Profit margin: 5.4% (down from 9.2% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 25What Kind Of Investors Own Most Of Luster Industries Bhd (KLSE:LUSTER)?Every investor in Luster Industries Bhd (KLSE:LUSTER) should be aware of the most powerful shareholder groups...
お知らせ • Oct 20Luster Industries Bhd and Fortune Tac Sdn Bhd Enters into Joint Venture Agreement to Form Glovmaster Sdn BhdOn 19 October 2020, Luster Industries Bhd has entered into a joint venture agreement with Fortune Tac Sdn Bhd (FTSB) to set out their mutual understanding in respect of the rights and obligations of Luster and FTSB for the purpose of carrying out the gloves business, which involves the manufacturing, sales and distribution of gloves. Pursuant to the JVA, Luster and FTSB will incorporate a joint venture company, namely Glovmaster Sdn Bhd to undertake the Gloves Business, and each party shall subscribe to ordinary shares of GSB in accordance with the agreed equity participation ratio (Equity Participation Ratio) as follows:- Luster: 56% and FTSB: 44%.
Is New 90 Day High Low • Oct 19New 90-day high: RM0.23The company is up 67% from its price of RM0.14 on 21 July 2020. The Malaysian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 2.0% over the same period.
お知らせ • Oct 16Luster Industries Bhd has completed a Follow-on Equity Offering in the amount of MYR 26.320786 million.Luster Industries Bhd has completed a Follow-on Equity Offering in the amount of MYR 26.320786 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 237,124,202 Price\Range: MYR 0.111 Transaction Features: Subsequent Direct Listing
お知らせ • Sep 23Luster Industries Bhd Appoints CHUAH CHONG SAN as Executive Alternate DirectorLuster Industries Bhd announced the appointment of MR CHUAH CHONG SAN as Executive Alternate Director. Mr. Chuah Chong San started his career in Motorola Solutions Malaysia Sdn Bhd (Formerly known as Motorola Malaysia Sdn Bhd) ("Motorola") as Test System Engineer. In 1998, he had transferred to Internal Control function, focusing on Information Technology (IT), Information Security Protection & Compliance. He was promoted to perform engineering management roles in 2000. He led a team to digitise and transform key supply chain business processes. He was promoted to Penang IT lead as Chief Information Officer (CIO) in 2005 to manage simplification and consolidation of Enterprise Resource Planning (ERP) system across multiple businesses within Motorola. During his IT career, he had the opportunities to play IT lead roles in multiple Merger, Acquisition and Divesture projects. He had also successfully migrated regional IT Business system to Global enterprise system in 2013. In 2016, he was promoted to be the Asia Pacific IT lead, focusing on modernising the IT Infrastructure, partnering with Third-Party Logistics (3PL) and Electronics Manufacturing Services (EMS) to deliver IT solution and supporting IT services in 12 Asia Pacific countries. He left Motorola in 2020. Date of change is 22 September 2020.