View ValuationLGMS Berhad 将来の成長Future 基準チェック /26LGMS Berhad利益と収益がそれぞれ年間18.6%と6.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.9% 18.4%なると予測されています。主要情報18.6%収益成長率18.38%EPS成長率IT 収益成長22.8%収益成長率6.3%将来の株主資本利益率12.90%アナリストカバレッジLow最終更新日04 Mar 2026今後の成長に関する最新情報Major Estimate Revision • Aug 20Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM49.0m to RM43.0m. EPS estimate fell from RM0.03 to RM0.023 per share. Net income forecast to grow 13% next year vs 18% growth forecast for IT industry in Malaysia. Consensus price target down from RM1.09 to RM0.90. Share price fell 2.6% to RM0.75 over the past week.Price Target Changed • Aug 16Price target decreased by 18% to RM0.90Down from RM1.09, the current price target is an average from 2 analysts. New target price is 16% above last closing price of RM0.77. Stock is down 47% over the past year. The company is forecast to post earnings per share of RM0.023 for next year compared to RM0.027 last year.すべての更新を表示Recent updatesお知らせ • Apr 24LGMS Berhad, Annual General Meeting, May 26, 2026LGMS Berhad, Annual General Meeting, May 26, 2026, at 10:00 Singapore Standard Time. Location: ballroom 1, level 2, le meridien petaling jaya, paradigm, no. 1 jalan ss 7/26a, kelana jaya, 47301 petaling jaya, selangor, MalaysiaBuy Or Sell Opportunity • Apr 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to RM0.54. The fair value is estimated to be RM0.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.Upcoming Dividend • Mar 02Upcoming dividend of RM0.012 per shareEligible shareholders must have bought the stock before 09 March 2026. Payment date: 24 March 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Malaysian dividend payers (5.4%). Lower than average of industry peers (2.7%).お知らせ • Feb 25LGMS Berhad announces Annual dividend, payable on March 24, 2026LGMS Berhad announced Annual dividend of MYR 0.0120 per share payable on March 24, 2026, ex-date on March 09, 2026 and record date on March 10, 2026.Reported Earnings • Feb 25Full year 2025 earnings released: EPS: RM0.022 (vs RM0.027 in FY 2024)Full year 2025 results: EPS: RM0.022 (down from RM0.027 in FY 2024). Revenue: RM46.1m (up 1.3% from FY 2024). Net income: RM10.2m (down 17% from FY 2024). Profit margin: 22% (down from 27% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the IT industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.分析記事 • Jan 09LGMS Berhad (KLSE:LGMS) Could Be Struggling To Allocate CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Buy Or Sell Opportunity • Jan 06Now 25% overvaluedOver the last 90 days, the stock has fallen 32% to RM0.55. The fair value is estimated to be RM0.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.分析記事 • Nov 25LGMS Berhad's (KLSE:LGMS) 25% Share Price Plunge Could Signal Some RiskLGMS Berhad ( KLSE:LGMS ) shareholders won't be pleased to see that the share price has had a very rough month...Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: RM0.005 (vs RM0.005 in 3Q 2024)Third quarter 2025 results: EPS: RM0.005 (in line with 3Q 2024). Revenue: RM11.1m (up 3.9% from 3Q 2024). Net income: RM2.38m (up 9.8% from 3Q 2024). Profit margin: 22% (up from 20% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.New Risk • Aug 22New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 103% Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (103% cash payout ratio). Market cap is less than US$100m (RM330.6m market cap, or US$78.1m).Major Estimate Revision • Aug 20Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM49.0m to RM43.0m. EPS estimate fell from RM0.03 to RM0.023 per share. Net income forecast to grow 13% next year vs 18% growth forecast for IT industry in Malaysia. Consensus price target down from RM1.09 to RM0.90. Share price fell 2.6% to RM0.75 over the past week.Price Target Changed • Aug 16Price target decreased by 18% to RM0.90Down from RM1.09, the current price target is an average from 2 analysts. New target price is 16% above last closing price of RM0.77. Stock is down 47% over the past year. The company is forecast to post earnings per share of RM0.023 for next year compared to RM0.027 last year.分析記事 • Aug 14Here's What's Concerning About LGMS Berhad's (KLSE:LGMS) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: RM0.004 (vs RM0.008 in 2Q 2024)Second quarter 2025 results: EPS: RM0.004 (down from RM0.008 in 2Q 2024). Revenue: RM10.5m (down 12% from 2Q 2024). Net income: RM2.03m (down 45% from 2Q 2024). Profit margin: 19% (down from 30% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the IT industry in Malaysia.分析記事 • Apr 28LGMS Berhad's (KLSE:LGMS) Solid Earnings May Rest On Weak FoundationsLGMS Berhad's ( KLSE:LGMS ) healthy profit numbers didn't contain any surprises for investors. However the statutory...Reported Earnings • Apr 23Full year 2024 earnings released: EPS: RM0.027 (vs RM0.025 in FY 2023)Full year 2024 results: EPS: RM0.027 (up from RM0.025 in FY 2023). Revenue: RM45.5m (up 28% from FY 2023). Net income: RM12.3m (up 10.0% from FY 2023). Profit margin: 27% (down from 32% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 11% growth forecast for the IT industry in Malaysia.お知らせ • Apr 18LGMS Berhad, Annual General Meeting, May 19, 2025LGMS Berhad, Annual General Meeting, May 19, 2025, at 10:00 Singapore Standard Time. Location: ballroom 3, level 2, le meridien petaling jaya hotel, no.1 jalan ss7/62a, kelana jaya, 47301 petaling jaya, selangor, Malaysiaお知らせ • Apr 10LGMS Berhad (KLSE:LGMS) signed a letter of intent to acquire an unknown minority stake in ANTAREX HOLDINGS SDN BHDLGMS Berhad (KLSE:LGMS) signed a letter of intent to acquire an unknown minority stake in ANTAREX HOLDINGS SDN BHD on April 9, 2025.分析記事 • Apr 10Subdued Growth No Barrier To LGMS Berhad's (KLSE:LGMS) PriceLGMS Berhad's ( KLSE:LGMS ) price-to-earnings (or "P/E") ratio of 29x might make it look like a strong sell right now...New Risk • Mar 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM417.2m (US$93.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (77% accrual ratio). Minor Risk Market cap is less than US$100m (RM417.2m market cap, or US$93.4m).Reported Earnings • Feb 26Full year 2024 earnings released: EPS: RM0.027 (vs RM0.025 in FY 2023)Full year 2024 results: EPS: RM0.027 (up from RM0.025 in FY 2023). Revenue: RM46.5m (up 31% from FY 2023). Net income: RM12.3m (up 10.0% from FY 2023). Profit margin: 27% (down from 32% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the IT industry in Asia.Board Change • Feb 19High number of new directorsNon-Independent Non-Executive Director Toshio Kanki was the last director to join the board, commencing their role in 2025.お知らせ • Feb 17+ 1 more updateLGMS Berhad Announces Appointment of Toshio Kanki as Non Independent and Non Executive DirectorLGMS Berhad announced appointment of Mr. Toshio Kanki as Non Independent and Non Executive Director. Age is 64. Date of change is 17 February 2025. Qualifications: Precision Mechanics from Kyoto University. Working experience and occupation: October 2021 to current - Chief Strategy Officer, Mitsui Bussan Secure Directions Inc. ("MBSD"); April 2010 - September 2021 - President and Chief Executive Officer, MBSD; September 2010 - April 2014 - Committee Member, Japan Information Security Audit Association; 2006 - 2009 - General Manager of Internet Business Department, Consumer Service Business Group of Mitsui & Co. Ltd., a member of the board of directors of Linkshare Japan, a member of the board of directors of Advertising.com Japan; 2000 - 2006 - Deputy General Manager of Consumer Service Business Group of Mitsui & Co. Ltd.; 1995 - 2000 - Assistant General Manager of Information Business Division of Mitsui & Co. (U.S.A.) Inc.;April 1987 - Joined Mitsui & Co. Ltd. as Manager of Information Business Group.Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: RM0.005 (vs RM0.005 in 3Q 2023)Third quarter 2024 results: EPS: RM0.005 (in line with 3Q 2023). Revenue: RM10.7m (up 23% from 3Q 2023). Net income: RM2.17m (down 5.7% from 3Q 2023). Profit margin: 20% (down from 27% in 3Q 2023). The decrease in margin was driven by higher expenses.分析記事 • Nov 22Be Wary Of LGMS Berhad (KLSE:LGMS) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...分析記事 • Oct 11With EPS Growth And More, LGMS Berhad (KLSE:LGMS) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Sep 04LGMS Berhad's (KLSE:LGMS) Profits May Not Reveal Underlying IssuesLGMS Berhad's ( KLSE:LGMS ) stock didn't jump after it announced some healthy earnings. Our analysis showed that there...Declared Dividend • Aug 30Dividend of RM0.005 announcedShareholders will receive a dividend of RM0.005. Ex-date: 11th September 2024 Payment date: 27th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 4.9%.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.008 (vs RM0.008 in 2Q 2023)Second quarter 2024 results: EPS: RM0.008 (in line with 2Q 2023). Revenue: RM12.0m (up 23% from 2Q 2023). Net income: RM3.65m (up 2.3% from 2Q 2023). Profit margin: 30% (down from 37% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 43% p.a. on average during the next 2 years, compared to a 17% growth forecast for the IT industry in Malaysia.お知らせ • Aug 28LGMS Berhad Announces Resignation Lim Yen Teng as Joint SecretaryLGMS Berhad announces resignation of LIM YEN TENG as Joint Secretary. Date Of Change 28 August 2024.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to RM1.32, the stock trades at a trailing P/E ratio of 50x. Average forward P/E is 18x in the IT industry in Malaysia. Total returns to shareholders of 22% over the past year.分析記事 • Jul 23Be Wary Of LGMS Berhad (KLSE:LGMS) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...分析記事 • Jun 13There's Reason For Concern Over LGMS Berhad's (KLSE:LGMS) Massive 28% Price JumpLGMS Berhad ( KLSE:LGMS ) shares have continued their recent momentum with a 28% gain in the last month alone. Looking...Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: RM0.005 (vs RM0.004 in 1Q 2023)First quarter 2024 results: EPS: RM0.005 (up from RM0.004 in 1Q 2023). Revenue: RM9.32m (up 44% from 1Q 2023). Net income: RM2.44m (up 49% from 1Q 2023). Profit margin: 26% (in line with 1Q 2023). Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the IT industry in Asia.Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to RM1.48, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 20x in the IT industry in Asia. Total returns to shareholders of 33% over the past year.分析記事 • Apr 26After Leaping 28% LGMS Berhad (KLSE:LGMS) Shares Are Not Flying Under The RadarThe LGMS Berhad ( KLSE:LGMS ) share price has done very well over the last month, posting an excellent gain of 28...Valuation Update With 7 Day Price Move • Apr 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM1.20, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the IT industry in Asia. Negligible returns to shareholders over past year.Reported Earnings • Feb 24Full year 2023 earnings released: EPS: RM0.025 (vs RM0.028 in FY 2022)Full year 2023 results: EPS: RM0.025 (down from RM0.028 in FY 2022). Revenue: RM36.1m (up 10.0% from FY 2022). Net income: RM11.2m (down 2.8% from FY 2022). Profit margin: 31% (down from 35% in FY 2022). The decrease in margin was driven by higher expenses.Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: RM0.005 (vs RM0.008 in 3Q 2022)Third quarter 2023 results: EPS: RM0.005 (down from RM0.008 in 3Q 2022). Revenue: RM8.67m (down 1.0% from 3Q 2022). Net income: RM2.30m (down 29% from 3Q 2022). Profit margin: 27% (down from 37% in 3Q 2022). Revenue is forecast to grow 53% p.a. on average during the next 2 years, compared to a 17% growth forecast for the IT industry in Malaysia.New Risk • Oct 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM469.7m (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risk Market cap is less than US$100m (RM469.7m market cap, or US$99.3m).Reported Earnings • Aug 30Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: RM0.008. Net income: RM3.57m (up RM3.57m from 2Q 2022). Revenue is forecast to grow 51% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the IT industry in Asia.お知らせ • Jul 06LGMS Berhad Appoints Mr. Kenichi Kogiku as Non Independent and Non Executive DirectorLGMS Berhad announced the appointment of Mr. Kenichi Kogiku as Non Independent and Non Executive Director. Date of change is 05 July 2023. Ageis 53. Working experience and occupation are November 2020: General Manager of Digital Solution Business Div. at Mitsui & Co. Ltd., Tokyo, Japan April 2017: General Manager of Corporate Planning Dept. at Mitsui & Co. Europe PLC, London, U.K. April 2012: General Manager of Telecom Business Dept. at Mitsui & Co. Ltd., Tokyo, Japan April 2008: General Manager of ICT Service Business Dept., Regional Officer, Silicon Valley Office at Mitsui & Co., (U.S.A.) Inc., Silicon Valley, U.S.A. April 2003: Manager of Education Business at Mitsui & Co. Ltd., Tokyo, Japan April 2000: General Manager of Strategic Internet Professional service at Dmind K.K., Tokyo, Japan April 1998: General Manager of Incubation and Business Creation at Viador Japan Business Incubation Center, Tokyo, Japan April 1996: Business Development Manager at Mitsui Comtek Inc., Silicon Valley, U.S.A. April 1993: Manager of Project Finance & Overseas Projects at Mitsui & Co. Ltd., Tokyo, Japan.分析記事 • Jul 05Be Wary Of LGMS Berhad (KLSE:LGMS) And Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...お知らせ • Jun 02+ 1 more updateLGMS Berhad Announces Resignation of Antonius Sommer as Independent and Non Executive Director, Effective 26 June 2023LGMS Berhad announces resignation of Mr. Antonius Sommer as Independent and Non Executive Director. Date of change 26 June 2023, Age 73. Reason: Due to personal reasons.Reported Earnings • May 31First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: RM0.004. Net income: RM1.64m (up RM1.64m from 1Q 2022). Revenue is forecast to grow 45% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the IT industry in Asia.お知らせ • May 27LGMS Berhad, Annual General Meeting, Jun 26, 2023LGMS Berhad, Annual General Meeting, Jun 26, 2023, at 14:00 Indian Standard Time. Agenda: To consider the Audited Financial Statements for the financial year ended 31 December 2022 together with the Directors' Report and Auditors' Report thereon; to consider approve the payment of Directors' fees and benefits totalling RM208,500 for the financial year ended 31 December 2022; to consider approve the payment of Directors' benefits up to an amount of RM28,000 for the financial year ending 31 December 2023 and up to the date of the 3rd AGM of the Company; to consider re-elect Mr. Fong Choong Fook, who retires in accordance with Article 18.2 of the Company's Constitution and being eligible, has offered himself for re-election; to consider re-elect Madam Goh Soon Sei, who retires in accordance with Article 18.2 of the Company's Constitution and being eligible, has offered herself for re-election; and to consider other matters.Reported Earnings • Mar 04Full year 2022 earnings released: EPS: RM0.028 (vs RM0.023 in FY 2021)Full year 2022 results: EPS: RM0.028 (up from RM0.023 in FY 2021). Revenue: RM33.2m (up 17% from FY 2021). Net income: RM11.5m (up 12% from FY 2021). Profit margin: 35% (down from 36% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 12% growth forecast for the IT industry in Malaysia.Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Antonius Sommer is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • Nov 06LGMS Berhad (KLSE:LGMS) Looks Just Right With A 26% Price JumpLGMS Berhad ( KLSE:LGMS ) shares have continued their recent momentum with a 26% gain in the last month alone. While...Board Change • Nov 04High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Antonius Sommer is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.業績と収益の成長予測KLSE:LGMS - アナリストの将来予測と過去の財務データ ( )MYR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202752151312212/31/20264813116312/31/20254610912N/A9/30/20254510711N/A6/30/20254510710N/A3/31/202546121013N/A12/31/20244612-313N/A9/30/20244312-213N/A6/30/20244112-112N/A3/31/20243812-212N/A12/31/202336111011N/A9/30/202334111011N/A6/30/20233311910N/A3/31/20233110910N/A12/31/202233121213N/A12/31/202128101111N/A12/31/20202181010N/A12/31/201921635N/A12/31/2018186N/A7N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: LGMSの予測収益成長率 (年間18.6% ) は 貯蓄率 ( 3.8% ) を上回っています。収益対市場: LGMSの収益 ( 18.6% ) はMY市場 ( 10.7% ) よりも速いペースで成長すると予測されています。高成長収益: LGMSの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: LGMSの収益 ( 6.3% ) MY市場 ( 6.4% ) よりも低い成長が予測されています。高い収益成長: LGMSの収益 ( 6.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: LGMSの 自己資本利益率 は、3年後には低くなると予測されています ( 12.9 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2026/05/21 11:06終値2026/05/21 00:00収益2025/12/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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LGMS Berhad 3 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。6 アナリスト機関Tan Pin lKenanga ResearchLey Yee LowMalacca Securities Sdn Bhdnull nullMercury Securities Sdn. Bhd3 その他のアナリストを表示
Major Estimate Revision • Aug 20Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM49.0m to RM43.0m. EPS estimate fell from RM0.03 to RM0.023 per share. Net income forecast to grow 13% next year vs 18% growth forecast for IT industry in Malaysia. Consensus price target down from RM1.09 to RM0.90. Share price fell 2.6% to RM0.75 over the past week.
Price Target Changed • Aug 16Price target decreased by 18% to RM0.90Down from RM1.09, the current price target is an average from 2 analysts. New target price is 16% above last closing price of RM0.77. Stock is down 47% over the past year. The company is forecast to post earnings per share of RM0.023 for next year compared to RM0.027 last year.
お知らせ • Apr 24LGMS Berhad, Annual General Meeting, May 26, 2026LGMS Berhad, Annual General Meeting, May 26, 2026, at 10:00 Singapore Standard Time. Location: ballroom 1, level 2, le meridien petaling jaya, paradigm, no. 1 jalan ss 7/26a, kelana jaya, 47301 petaling jaya, selangor, Malaysia
Buy Or Sell Opportunity • Apr 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to RM0.54. The fair value is estimated to be RM0.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
Upcoming Dividend • Mar 02Upcoming dividend of RM0.012 per shareEligible shareholders must have bought the stock before 09 March 2026. Payment date: 24 March 2026. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Malaysian dividend payers (5.4%). Lower than average of industry peers (2.7%).
お知らせ • Feb 25LGMS Berhad announces Annual dividend, payable on March 24, 2026LGMS Berhad announced Annual dividend of MYR 0.0120 per share payable on March 24, 2026, ex-date on March 09, 2026 and record date on March 10, 2026.
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: RM0.022 (vs RM0.027 in FY 2024)Full year 2025 results: EPS: RM0.022 (down from RM0.027 in FY 2024). Revenue: RM46.1m (up 1.3% from FY 2024). Net income: RM10.2m (down 17% from FY 2024). Profit margin: 22% (down from 27% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the IT industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
分析記事 • Jan 09LGMS Berhad (KLSE:LGMS) Could Be Struggling To Allocate CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Buy Or Sell Opportunity • Jan 06Now 25% overvaluedOver the last 90 days, the stock has fallen 32% to RM0.55. The fair value is estimated to be RM0.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
分析記事 • Nov 25LGMS Berhad's (KLSE:LGMS) 25% Share Price Plunge Could Signal Some RiskLGMS Berhad ( KLSE:LGMS ) shareholders won't be pleased to see that the share price has had a very rough month...
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: RM0.005 (vs RM0.005 in 3Q 2024)Third quarter 2025 results: EPS: RM0.005 (in line with 3Q 2024). Revenue: RM11.1m (up 3.9% from 3Q 2024). Net income: RM2.38m (up 9.8% from 3Q 2024). Profit margin: 22% (up from 20% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
New Risk • Aug 22New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 103% Dividend yield: 2.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (103% cash payout ratio). Market cap is less than US$100m (RM330.6m market cap, or US$78.1m).
Major Estimate Revision • Aug 20Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM49.0m to RM43.0m. EPS estimate fell from RM0.03 to RM0.023 per share. Net income forecast to grow 13% next year vs 18% growth forecast for IT industry in Malaysia. Consensus price target down from RM1.09 to RM0.90. Share price fell 2.6% to RM0.75 over the past week.
Price Target Changed • Aug 16Price target decreased by 18% to RM0.90Down from RM1.09, the current price target is an average from 2 analysts. New target price is 16% above last closing price of RM0.77. Stock is down 47% over the past year. The company is forecast to post earnings per share of RM0.023 for next year compared to RM0.027 last year.
分析記事 • Aug 14Here's What's Concerning About LGMS Berhad's (KLSE:LGMS) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: RM0.004 (vs RM0.008 in 2Q 2024)Second quarter 2025 results: EPS: RM0.004 (down from RM0.008 in 2Q 2024). Revenue: RM10.5m (down 12% from 2Q 2024). Net income: RM2.03m (down 45% from 2Q 2024). Profit margin: 19% (down from 30% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the IT industry in Malaysia.
分析記事 • Apr 28LGMS Berhad's (KLSE:LGMS) Solid Earnings May Rest On Weak FoundationsLGMS Berhad's ( KLSE:LGMS ) healthy profit numbers didn't contain any surprises for investors. However the statutory...
Reported Earnings • Apr 23Full year 2024 earnings released: EPS: RM0.027 (vs RM0.025 in FY 2023)Full year 2024 results: EPS: RM0.027 (up from RM0.025 in FY 2023). Revenue: RM45.5m (up 28% from FY 2023). Net income: RM12.3m (up 10.0% from FY 2023). Profit margin: 27% (down from 32% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 11% growth forecast for the IT industry in Malaysia.
お知らせ • Apr 18LGMS Berhad, Annual General Meeting, May 19, 2025LGMS Berhad, Annual General Meeting, May 19, 2025, at 10:00 Singapore Standard Time. Location: ballroom 3, level 2, le meridien petaling jaya hotel, no.1 jalan ss7/62a, kelana jaya, 47301 petaling jaya, selangor, Malaysia
お知らせ • Apr 10LGMS Berhad (KLSE:LGMS) signed a letter of intent to acquire an unknown minority stake in ANTAREX HOLDINGS SDN BHDLGMS Berhad (KLSE:LGMS) signed a letter of intent to acquire an unknown minority stake in ANTAREX HOLDINGS SDN BHD on April 9, 2025.
分析記事 • Apr 10Subdued Growth No Barrier To LGMS Berhad's (KLSE:LGMS) PriceLGMS Berhad's ( KLSE:LGMS ) price-to-earnings (or "P/E") ratio of 29x might make it look like a strong sell right now...
New Risk • Mar 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM417.2m (US$93.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (77% accrual ratio). Minor Risk Market cap is less than US$100m (RM417.2m market cap, or US$93.4m).
Reported Earnings • Feb 26Full year 2024 earnings released: EPS: RM0.027 (vs RM0.025 in FY 2023)Full year 2024 results: EPS: RM0.027 (up from RM0.025 in FY 2023). Revenue: RM46.5m (up 31% from FY 2023). Net income: RM12.3m (up 10.0% from FY 2023). Profit margin: 27% (down from 32% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the IT industry in Asia.
Board Change • Feb 19High number of new directorsNon-Independent Non-Executive Director Toshio Kanki was the last director to join the board, commencing their role in 2025.
お知らせ • Feb 17+ 1 more updateLGMS Berhad Announces Appointment of Toshio Kanki as Non Independent and Non Executive DirectorLGMS Berhad announced appointment of Mr. Toshio Kanki as Non Independent and Non Executive Director. Age is 64. Date of change is 17 February 2025. Qualifications: Precision Mechanics from Kyoto University. Working experience and occupation: October 2021 to current - Chief Strategy Officer, Mitsui Bussan Secure Directions Inc. ("MBSD"); April 2010 - September 2021 - President and Chief Executive Officer, MBSD; September 2010 - April 2014 - Committee Member, Japan Information Security Audit Association; 2006 - 2009 - General Manager of Internet Business Department, Consumer Service Business Group of Mitsui & Co. Ltd., a member of the board of directors of Linkshare Japan, a member of the board of directors of Advertising.com Japan; 2000 - 2006 - Deputy General Manager of Consumer Service Business Group of Mitsui & Co. Ltd.; 1995 - 2000 - Assistant General Manager of Information Business Division of Mitsui & Co. (U.S.A.) Inc.;April 1987 - Joined Mitsui & Co. Ltd. as Manager of Information Business Group.
Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: RM0.005 (vs RM0.005 in 3Q 2023)Third quarter 2024 results: EPS: RM0.005 (in line with 3Q 2023). Revenue: RM10.7m (up 23% from 3Q 2023). Net income: RM2.17m (down 5.7% from 3Q 2023). Profit margin: 20% (down from 27% in 3Q 2023). The decrease in margin was driven by higher expenses.
分析記事 • Nov 22Be Wary Of LGMS Berhad (KLSE:LGMS) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
分析記事 • Oct 11With EPS Growth And More, LGMS Berhad (KLSE:LGMS) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Sep 04LGMS Berhad's (KLSE:LGMS) Profits May Not Reveal Underlying IssuesLGMS Berhad's ( KLSE:LGMS ) stock didn't jump after it announced some healthy earnings. Our analysis showed that there...
Declared Dividend • Aug 30Dividend of RM0.005 announcedShareholders will receive a dividend of RM0.005. Ex-date: 11th September 2024 Payment date: 27th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 4.9%.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: RM0.008 (vs RM0.008 in 2Q 2023)Second quarter 2024 results: EPS: RM0.008 (in line with 2Q 2023). Revenue: RM12.0m (up 23% from 2Q 2023). Net income: RM3.65m (up 2.3% from 2Q 2023). Profit margin: 30% (down from 37% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 43% p.a. on average during the next 2 years, compared to a 17% growth forecast for the IT industry in Malaysia.
お知らせ • Aug 28LGMS Berhad Announces Resignation Lim Yen Teng as Joint SecretaryLGMS Berhad announces resignation of LIM YEN TENG as Joint Secretary. Date Of Change 28 August 2024.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to RM1.32, the stock trades at a trailing P/E ratio of 50x. Average forward P/E is 18x in the IT industry in Malaysia. Total returns to shareholders of 22% over the past year.
分析記事 • Jul 23Be Wary Of LGMS Berhad (KLSE:LGMS) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
分析記事 • Jun 13There's Reason For Concern Over LGMS Berhad's (KLSE:LGMS) Massive 28% Price JumpLGMS Berhad ( KLSE:LGMS ) shares have continued their recent momentum with a 28% gain in the last month alone. Looking...
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: RM0.005 (vs RM0.004 in 1Q 2023)First quarter 2024 results: EPS: RM0.005 (up from RM0.004 in 1Q 2023). Revenue: RM9.32m (up 44% from 1Q 2023). Net income: RM2.44m (up 49% from 1Q 2023). Profit margin: 26% (in line with 1Q 2023). Revenue is forecast to grow 41% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the IT industry in Asia.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to RM1.48, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 20x in the IT industry in Asia. Total returns to shareholders of 33% over the past year.
分析記事 • Apr 26After Leaping 28% LGMS Berhad (KLSE:LGMS) Shares Are Not Flying Under The RadarThe LGMS Berhad ( KLSE:LGMS ) share price has done very well over the last month, posting an excellent gain of 28...
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM1.20, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the IT industry in Asia. Negligible returns to shareholders over past year.
Reported Earnings • Feb 24Full year 2023 earnings released: EPS: RM0.025 (vs RM0.028 in FY 2022)Full year 2023 results: EPS: RM0.025 (down from RM0.028 in FY 2022). Revenue: RM36.1m (up 10.0% from FY 2022). Net income: RM11.2m (down 2.8% from FY 2022). Profit margin: 31% (down from 35% in FY 2022). The decrease in margin was driven by higher expenses.
Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: RM0.005 (vs RM0.008 in 3Q 2022)Third quarter 2023 results: EPS: RM0.005 (down from RM0.008 in 3Q 2022). Revenue: RM8.67m (down 1.0% from 3Q 2022). Net income: RM2.30m (down 29% from 3Q 2022). Profit margin: 27% (down from 37% in 3Q 2022). Revenue is forecast to grow 53% p.a. on average during the next 2 years, compared to a 17% growth forecast for the IT industry in Malaysia.
New Risk • Oct 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM469.7m (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risk Market cap is less than US$100m (RM469.7m market cap, or US$99.3m).
Reported Earnings • Aug 30Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: RM0.008. Net income: RM3.57m (up RM3.57m from 2Q 2022). Revenue is forecast to grow 51% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the IT industry in Asia.
お知らせ • Jul 06LGMS Berhad Appoints Mr. Kenichi Kogiku as Non Independent and Non Executive DirectorLGMS Berhad announced the appointment of Mr. Kenichi Kogiku as Non Independent and Non Executive Director. Date of change is 05 July 2023. Ageis 53. Working experience and occupation are November 2020: General Manager of Digital Solution Business Div. at Mitsui & Co. Ltd., Tokyo, Japan April 2017: General Manager of Corporate Planning Dept. at Mitsui & Co. Europe PLC, London, U.K. April 2012: General Manager of Telecom Business Dept. at Mitsui & Co. Ltd., Tokyo, Japan April 2008: General Manager of ICT Service Business Dept., Regional Officer, Silicon Valley Office at Mitsui & Co., (U.S.A.) Inc., Silicon Valley, U.S.A. April 2003: Manager of Education Business at Mitsui & Co. Ltd., Tokyo, Japan April 2000: General Manager of Strategic Internet Professional service at Dmind K.K., Tokyo, Japan April 1998: General Manager of Incubation and Business Creation at Viador Japan Business Incubation Center, Tokyo, Japan April 1996: Business Development Manager at Mitsui Comtek Inc., Silicon Valley, U.S.A. April 1993: Manager of Project Finance & Overseas Projects at Mitsui & Co. Ltd., Tokyo, Japan.
分析記事 • Jul 05Be Wary Of LGMS Berhad (KLSE:LGMS) And Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
お知らせ • Jun 02+ 1 more updateLGMS Berhad Announces Resignation of Antonius Sommer as Independent and Non Executive Director, Effective 26 June 2023LGMS Berhad announces resignation of Mr. Antonius Sommer as Independent and Non Executive Director. Date of change 26 June 2023, Age 73. Reason: Due to personal reasons.
Reported Earnings • May 31First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: RM0.004. Net income: RM1.64m (up RM1.64m from 1Q 2022). Revenue is forecast to grow 45% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the IT industry in Asia.
お知らせ • May 27LGMS Berhad, Annual General Meeting, Jun 26, 2023LGMS Berhad, Annual General Meeting, Jun 26, 2023, at 14:00 Indian Standard Time. Agenda: To consider the Audited Financial Statements for the financial year ended 31 December 2022 together with the Directors' Report and Auditors' Report thereon; to consider approve the payment of Directors' fees and benefits totalling RM208,500 for the financial year ended 31 December 2022; to consider approve the payment of Directors' benefits up to an amount of RM28,000 for the financial year ending 31 December 2023 and up to the date of the 3rd AGM of the Company; to consider re-elect Mr. Fong Choong Fook, who retires in accordance with Article 18.2 of the Company's Constitution and being eligible, has offered himself for re-election; to consider re-elect Madam Goh Soon Sei, who retires in accordance with Article 18.2 of the Company's Constitution and being eligible, has offered herself for re-election; and to consider other matters.
Reported Earnings • Mar 04Full year 2022 earnings released: EPS: RM0.028 (vs RM0.023 in FY 2021)Full year 2022 results: EPS: RM0.028 (up from RM0.023 in FY 2021). Revenue: RM33.2m (up 17% from FY 2021). Net income: RM11.5m (up 12% from FY 2021). Profit margin: 35% (down from 36% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 12% growth forecast for the IT industry in Malaysia.
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Antonius Sommer is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • Nov 06LGMS Berhad (KLSE:LGMS) Looks Just Right With A 26% Price JumpLGMS Berhad ( KLSE:LGMS ) shares have continued their recent momentum with a 26% gain in the last month alone. While...
Board Change • Nov 04High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Antonius Sommer is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.