View Future GrowthV.S. Industry Berhad 過去の業績過去 基準チェック /06V.S. Industry Berhadの収益は年間平均-18%の割合で減少していますが、 Electronic業界の収益は年間 増加しています。収益は年間8.4% 0.5%割合で 増加しています。主要情報-17.98%収益成長率-18.65%EPS成長率Electronic 業界の成長22.02%収益成長率0.51%株主資本利益率-0.51%ネット・マージン-0.23%前回の決算情報31 Jan 2026最近の業績更新Reported Earnings • Mar 27Second quarter 2026 earnings released: RM0.008 loss per share (vs RM0.004 profit in 2Q 2025)Second quarter 2026 results: RM0.008 loss per share (down from RM0.004 profit in 2Q 2025). Revenue: RM769.5m (down 15% from 2Q 2025). Net loss: RM29.6m (down 292% from profit in 2Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 38% per year whereas the company’s share price has fallen by 34% per year.Reported Earnings • Dec 05First quarter 2026 earnings released: EPS: RM0.008 (vs RM0.008 in 1Q 2025)First quarter 2026 results: EPS: RM0.008 (in line with 1Q 2025). Revenue: RM1.08b (down 2.9% from 1Q 2025). Net income: RM30.6m (flat on 1Q 2025). Profit margin: 2.8% (in line with 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 20% per year.分析記事 • Oct 07V.S. Industry Berhad's (KLSE:VS) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with V.S. Industry Berhad's ( KLSE:VS ) lackluster earnings report last week. We...Reported Earnings • Oct 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.01 (down from RM0.053 in FY 2024). Revenue: RM3.79b (down 11% from FY 2024). Net income: RM36.7m (down 82% from FY 2024). Profit margin: 1.0% (down from 4.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 66%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 14% per year.Reported Earnings • Jun 12Third quarter 2025 earnings released: EPS: RM0.006 (vs RM0.016 in 3Q 2024)Third quarter 2025 results: EPS: RM0.006 (down from RM0.016 in 3Q 2024). Revenue: RM909.4m (down 10.0% from 3Q 2024). Net income: RM23.8m (down 60% from 3Q 2024). Profit margin: 2.6% (down from 5.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic 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 9% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 22Second quarter 2025 earnings released: EPS: RM0.004 (vs RM0.005 in 2Q 2024)Second quarter 2025 results: EPS: RM0.004 (down from RM0.005 in 2Q 2024). Revenue: RM908.8m (up 2.8% from 2Q 2024). Net income: RM15.4m (down 20% from 2Q 2024). Profit margin: 1.7% (down from 2.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesNew Risk • Apr 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 27Second quarter 2026 earnings released: RM0.008 loss per share (vs RM0.004 profit in 2Q 2025)Second quarter 2026 results: RM0.008 loss per share (down from RM0.004 profit in 2Q 2025). Revenue: RM769.5m (down 15% from 2Q 2025). Net loss: RM29.6m (down 292% from profit in 2Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 38% per year whereas the company’s share price has fallen by 34% per year.Price Target Changed • Mar 19Price target increased by 7.2% to RM0.65Up from RM0.61, the current price target is an average from 10 analysts. New target price is 124% above last closing price of RM0.29. Stock is down 64% over the past year. The company is forecast to post earnings per share of RM0.031 for next year compared to RM0.0095 last year.New Risk • Feb 05New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.0% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.0% net profit margin).お知らせ • Jan 31+ 5 more updatesV.S. Industry Berhad Announces the Resignation of Lim Boh Soon as Independent and Non Executive Member of Nomination Committee, Effective 30 January 2026V.S. Industry Berhad announced the resignation of Dr Lim Boh Soon as Independent and Non Executive Member of Nomination Committee, effective 30 January 2026. Age is 69. Composition of Nomination Committee(Name and Directorate of members after change): Wong Cheer Feng - Independent and Non-Executive, Wee Beng Chuan - Independent and Non-Executive and Datin Joanne Marie Lopez - Independent and Non-Executive.Price Target Changed • Jan 15Price target increased by 7.2% to RM0.66Up from RM0.61, the current price target is an average from 10 analysts. New target price is 37% above last closing price of RM0.48. Stock is down 56% over the past year. The company is forecast to post earnings per share of RM0.031 for next year compared to RM0.0095 last year.お知らせ • Jan 14V.S. Industry Berhad Announces Update on Material LitigationV.S. Industry Berhad announced update on material litigation writ and statement of claim by NEP Holdings (Malaysia) Berhad (NEP), Lim Chang Huat (LCH) And Lim Chee Kon (LCK) (Plaintiffs) Against V.S. Industry Berhad (VSIB) and Datuk Beh Kim Ling (DB). As previously announced, the High Court had fixed 17 December 2025 for delivery of its decision, which was subsequently vacated and rescheduled to 9 January 2026. The Company announced that on 9 January 2026, the High Court found that on the totality of the evidence, LCH and LCK (the 2nd and 3rd Plaintiffs) have failed to discharge their burden of proof on balance of probabilities to establish any breach of the Shareholders’ Agreement by the Company and DB. Therefore, the High Court held thant their claims are without merit and were dismissed. The High Court further awarded costs of MYR 80,000.00 in favour of the Company and MYR 70,000.00 in favour of DB, to be paid jointly and severally by LCH and LCK.分析記事 • Jan 02Here's Why It's Unlikely That V.S. Industry Berhad's (KLSE:VS) CEO Will See A Pay Rise This YearKey Insights V.S. Industry Berhad's Annual General Meeting to take place on 9th of January Total pay for CEO Sem Gan...Price Target Changed • Dec 12Price target decreased by 8.3% to RM0.61Down from RM0.67, the current price target is an average from 10 analysts. New target price is 13% above last closing price of RM0.54. Stock is down 51% over the past year. The company is forecast to post earnings per share of RM0.031 for next year compared to RM0.0095 last year.Declared Dividend • Dec 06Dividend of RM0.004 announcedShareholders will receive a dividend of RM0.004. Ex-date: 13th January 2026 Payment date: 28th January 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 173% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Dec 05First quarter 2026 earnings released: EPS: RM0.008 (vs RM0.008 in 1Q 2025)First quarter 2026 results: EPS: RM0.008 (in line with 1Q 2025). Revenue: RM1.08b (down 2.9% from 1Q 2025). Net income: RM30.6m (flat on 1Q 2025). Profit margin: 2.8% (in line with 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 20% per year.お知らせ • Nov 27V.S. Industry Berhad, Annual General Meeting, Jan 09, 2026V.S. Industry Berhad, Annual General Meeting, Jan 09, 2026, at 10:30 Singapore Standard Time. Location: kingfisher 1, fraser place puteri harbour, residensi & hotel marina, persiaran tanjung, pengkalan puteri, 79000 iskandar puteri, johor darul takzim, MalaysiaNew Risk • Nov 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin).分析記事 • Nov 04We Think V.S. Industry Berhad (KLSE:VS) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Oct 07V.S. Industry Berhad's (KLSE:VS) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with V.S. Industry Berhad's ( KLSE:VS ) lackluster earnings report last week. We...Major Estimate Revision • Oct 07Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM4.86b to RM4.29b. EPS estimate fell from RM0.051 to RM0.034 per share. Net income forecast to grow 263% next year vs 23% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.85 to RM0.68. Share price fell 5.9% to RM0.56 over the past week.分析記事 • Oct 06Downgrade: Here's How Analysts See V.S. Industry Berhad (KLSE:VS) Performing In The Near TermMarket forces rained on the parade of V.S. Industry Berhad ( KLSE:VS ) shareholders today, when the analysts downgraded...分析記事 • Oct 02Earnings Miss: V.S. Industry Berhad Missed EPS By 66% And Analysts Are Revising Their ForecastsV.S. Industry Berhad ( KLSE:VS ) just released its latest yearly report and things are not looking great. It wasn't a...Reported Earnings • Oct 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.01 (down from RM0.053 in FY 2024). Revenue: RM3.79b (down 11% from FY 2024). Net income: RM36.7m (down 82% from FY 2024). Profit margin: 1.0% (down from 4.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 66%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 14% per year.Price Target Changed • Oct 01Price target decreased by 9.9% to RM0.79Down from RM0.88, the current price target is an average from 11 analysts. New target price is 32% above last closing price of RM0.60. Stock is down 38% over the past year. The company is forecast to post earnings per share of RM0.042 for next year compared to RM0.0095 last year.New Risk • Sep 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin).Buy Or Sell Opportunity • Sep 03Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to RM0.68. The fair value is estimated to be RM0.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.分析記事 • Aug 27Is V.S. Industry Berhad (KLSE:VS) Worth RM0.7 Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, V.S. Industry Berhad fair value estimate is RM0.56 V.S...分析記事 • Aug 11Investors Appear Satisfied With V.S. Industry Berhad's (KLSE:VS) ProspectsWith a price-to-earnings (or "P/E") ratio of 20.2x V.S. Industry Berhad ( KLSE:VS ) may be sending bearish signals at...分析記事 • Jun 27Is V.S. Industry Berhad (KLSE:VS) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jun 20V.S. Industry Berhad and Datuk Beh Kim Ling Announces Writ and Statement of Claim by Nep Holdings (Malaysia) Berhad, Lim Chang Huat and Lim Chee KonV.S. Industry Berhad announce that the remaining claim by LCH and LCK (as the 2nd and 3rd Plaintiffs) in the KLHC Suit against the Company and DB for breach of Shareholders’ Agreement has been concluded before the High Court Judge on 16 June 2025. The matter is scheduled for case management on 7 July 2025 where the Court will provide directions regarding the filing of written submissions, hearing of oral submissions and the fixing of a decision date.Price Target Changed • Jun 13Price target decreased by 8.5% to RM0.92Down from RM1.00, the current price target is an average from 11 analysts. New target price is 19% above last closing price of RM0.78. Stock is down 32% over the past year. The company is forecast to post earnings per share of RM0.03 for next year compared to RM0.053 last year.Reported Earnings • Jun 12Third quarter 2025 earnings released: EPS: RM0.006 (vs RM0.016 in 3Q 2024)Third quarter 2025 results: EPS: RM0.006 (down from RM0.016 in 3Q 2024). Revenue: RM909.4m (down 10.0% from 3Q 2024). Net income: RM23.8m (down 60% from 3Q 2024). Profit margin: 2.6% (down from 5.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic 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 9% per year, which means it is performing significantly worse than earnings.Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Independent Non-Executive Director Beng Wee was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • May 14Slowing Rates Of Return At V.S. Industry Berhad (KLSE:VS) Leave Little Room For ExcitementFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Apr 28A Look At The Fair Value Of V.S. Industry Berhad (KLSE:VS)Key Insights V.S. Industry Berhad's estimated fair value is RM0.85 based on 2 Stage Free Cash Flow to Equity Current...Price Target Changed • Apr 23Price target decreased by 7.1% to RM1.02Down from RM1.10, the current price target is an average from 12 analysts. New target price is 29% above last closing price of RM0.79. Stock is down 13% over the past year. The company is forecast to post earnings per share of RM0.031 for next year compared to RM0.053 last year.分析記事 • Apr 07Take Care Before Jumping Onto V.S. Industry Berhad (KLSE:VS) Even Though It's 26% CheaperUnfortunately for some shareholders, the V.S. Industry Berhad ( KLSE:VS ) share price has dived 26% in the last thirty...New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change).Buy Or Sell Opportunity • Apr 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 41% to RM0.69. The fair value is estimated to be RM0.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.分析記事 • Apr 01Analysts Are More Bearish On V.S. Industry Berhad (KLSE:VS) Than They Used To BeToday is shaping up negative for V.S. Industry Berhad ( KLSE:VS ) shareholders, with the analysts delivering a...Major Estimate Revision • Mar 28Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM4.53b to RM4.18b. EPS estimate also fell from RM0.055 per share to RM0.036 per share. Net income forecast to grow 21% next year vs 21% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM1.31 to RM1.14. Share price rose 3.0% to RM0.86 over the past week.Price Target Changed • Mar 27Price target decreased by 13% to RM1.14Down from RM1.31, the current price target is an average from 12 analysts. New target price is 27% above last closing price of RM0.90. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of RM0.038 for next year compared to RM0.053 last year.Declared Dividend • Mar 24Dividend of RM0.004 announcedShareholders will receive a dividend of RM0.004. Ex-date: 11th April 2025 Payment date: 28th April 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 88% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 22Second quarter 2025 earnings released: EPS: RM0.004 (vs RM0.005 in 2Q 2024)Second quarter 2025 results: EPS: RM0.004 (down from RM0.005 in 2Q 2024). Revenue: RM908.8m (up 2.8% from 2Q 2024). Net income: RM15.4m (down 20% from 2Q 2024). Profit margin: 1.7% (down from 2.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Mar 21V.S. Industry Berhad Declares Second Interim Dividend for the Financial Year Ending 31 July 2025, Payable on 28 April 2025V.S. Industry Berhad declared second interim dividend of 0.4 sen per share for the financial year ending 31 July 2025. Ex-Date is 11 April 2025, Payment Date is 28 April 2025. Entitlement date is 14 April 2025.分析記事 • Mar 11At RM0.89, Is It Time To Put V.S. Industry Berhad (KLSE:VS) On Your Watch List?V.S. Industry Berhad ( KLSE:VS ), might not be a large cap stock, but it received a lot of attention from a substantial...分析記事 • Feb 25V.S. Industry Berhad (KLSE:VS) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 28Be Wary Of V.S. Industry Berhad (KLSE:VS) And Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Declared Dividend • Jan 01Dividend of RM0.006 announcedShareholders will receive a dividend of RM0.006. Ex-date: 16th January 2025 Payment date: 28th January 2025 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Dec 27We Think V.S. Industry Berhad's (KLSE:VS) CEO Compensation Package Needs To Be Put Under A MicroscopeKey Insights V.S. Industry Berhad to hold its Annual General Meeting on 3rd of January CEO Sem Gan's total compensation...お知らせ • Dec 03V.S. Industry Berhad Announces First Interim Dividend for the Financial Year End July 31, 2025, Payable on 31 December 2024V.S. Industry Berhad announced first interim dividend of 0.4 sen per share for the financial year end July 31, 2025. Ex-Date: 16 December 2024. Entitlement date: 17 December 2024. Payment Date: 31 December 2024.Declared Dividend • Dec 02Dividend of RM0.006 announcedShareholders will receive a dividend of RM0.006. Ex-date: 16th January 2025 Payment date: 28th January 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Dec 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: RM0.053 (up from RM0.051 in FY 2023). Revenue: RM4.25b (down 6.7% from FY 2023). Net income: RM204.2m (up 4.4% from FY 2023). Profit margin: 4.8% (up from 4.3% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 52%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Nov 29V.S. Industry Berhad, Annual General Meeting, Jan 03, 2025V.S. Industry Berhad, Annual General Meeting, Jan 03, 2025, at 10:30 Singapore Standard Time. Location: kingfisher 1, fraser place puteri harbour, residensi & hotel marina, persiaran tanjung, pengkalan puteri, 79000 iskandar puteri, johor darul takzim, Malaysia分析記事 • Nov 18Should You Investigate V.S. Industry Berhad (KLSE:VS) At RM1.09?V.S. Industry Berhad ( KLSE:VS ), is not the largest company out there, but it saw a double-digit share price rise of...分析記事 • Nov 03V.S. Industry Berhad's (KLSE:VS) Price In Tune With EarningsV.S. Industry Berhad's ( KLSE:VS ) price-to-earnings (or "P/E") ratio of 19.5x might make it look like a sell right now...New Risk • Sep 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 128% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Earnings are forecast to decline by an average of 128% per year for the foreseeable future. High level of non-cash earnings (233% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Sep 24+ 1 more updateV.S. Industry Berhad Proposes Final Dividend for the Financial Year Ended 31 July 2024V.S. Industry Berhad proposed final dividend of 0.6 sen for the financial year ended 31 July 2024. The said proposed dividend is subject to the shareholders' approval at the forthcoming Annual General Meeting.分析記事 • Jul 22Should You Think About Buying V.S. Industry Berhad (KLSE:VS) Now?V.S. Industry Berhad ( KLSE:VS ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Jun 21Earnings Tell The Story For V.S. Industry Berhad (KLSE:VS) As Its Stock Soars 29%Despite an already strong run, V.S. Industry Berhad ( KLSE:VS ) shares have been powering on, with a gain of 29% in the...Declared Dividend • Jun 21Dividend of RM0.004 announcedDividend of RM0.004 is the same as last year. Ex-date: 9th July 2024 Payment date: 26th July 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 83% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 20Third quarter 2024 earnings released: EPS: RM0.014 (vs RM0.007 in 3Q 2023)Third quarter 2024 results: EPS: RM0.014 (up from RM0.007 in 3Q 2023). Revenue: RM1.01b (up 1.4% from 3Q 2023). Net income: RM54.4m (up 103% from 3Q 2023). Profit margin: 5.4% (up from 2.7% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Price Target Changed • May 24Price target increased by 7.4% to RM0.86Up from RM0.80, the current price target is an average from 11 analysts. New target price is 17% below last closing price of RM1.04. Stock is up 33% over the past year. The company is forecast to post earnings per share of RM0.04 for next year compared to RM0.047 last year.分析記事 • May 21These 4 Measures Indicate That V.S. Industry Berhad (KLSE:VS) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 03Some May Be Optimistic About V.S. Industry Berhad's (KLSE:VS) EarningsV.S. Industry Berhad's ( KLSE:VS ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...Major Estimate Revision • Apr 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from RM4.35b to RM4.22b. EPS estimate also fell from RM0.045 per share to RM0.04 per share. Net income forecast to grow 28% next year vs 27% growth forecast for Electronic industry in Malaysia. Consensus price target up from RM0.80 to RM0.86. Share price rose 9.0% to RM0.91 over the past week.Declared Dividend • Mar 29Dividend of RM0.003 announcedShareholders will receive a dividend of RM0.003. Ex-date: 15th April 2024 Payment date: 30th April 2024 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 28Second quarter 2024 earnings released: EPS: RM0.004 (vs RM0.008 in 2Q 2023)Second quarter 2024 results: EPS: RM0.004 (down from RM0.008 in 2Q 2023). Revenue: RM895.0m (down 22% from 2Q 2023). Net income: RM16.0m (down 47% from 2Q 2023). Profit margin: 1.8% (down from 2.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in Malaysia. 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 17% per year.お知らせ • Jan 31+ 3 more updatesV.S. Industry Berhad Appoints Madam Lee Li Ming as Independent and Non Executive Member of Audit Committee, Effective from 01 Feb. 2024V.S. Industry Berhad appointed Madam Lee Li Ming as Independent and Non Executive Member of Audit Committee, age 62, Date of change 01 Feb. 2024. Composition of Audit Committee: Wee Beng Chuan - Independent and Non Executive, Tan Pui Suang - Independent and Non Executive, Lee Li Ming - Independent and Non Executive.Declared Dividend • Jan 19Dividend of RM0.003 announcedShareholders will receive a dividend of RM0.003. Ex-date: 22nd February 2024 Payment date: 8th March 2024 Dividend yield will be 2.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 05V.S. Industry Berhad Approves Final Dividend for the Financial Year Ended July 31, 2023V.S. Industry Berhad at its AGM held on 5 January 2024 approved final dividend of 0.5 sen per ordinary share for the financial year ended 31 July 2023.Major Estimate Revision • Dec 27Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from RM5.04b to RM4.75b. EPS estimate also fell from RM0.061 per share to RM0.052 per share. Net income forecast to grow 33% next year vs 34% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.99 to RM0.88. Share price fell 2.4% to RM0.81 over the past week.Reported Earnings • Nov 30Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: RM0.047 (up from RM0.045 in FY 2022). Revenue: RM4.60b (up 18% from FY 2022). Net income: RM178.8m (up 4.7% from FY 2022). Profit margin: 3.9% (down from 4.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 7.0%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Nov 29+ 1 more updateV.S. Industry Berhad, Annual General Meeting, Jan 05, 2024V.S. Industry Berhad, Annual General Meeting, Jan 05, 2024, at 10:30 Singapore Standard Time. Location: Kingfisher 1, Fraser Place Puteri Harbour, Residensi & Hotel Marina, Persiaran Tanjung, Pengkalan Puteri, 79000 Iskandar Puteri Johor Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 31 July 2023 together with the Directors' and Auditors' reports thereon; to approve the payment of a final dividend of 0.5 sen per ordinary share for the financial year ended 31 July 2023; to approve the payment of Directors' fees up to an amount of RM931,200 for the financial year ending 31 July 2024, to be payable on quarterly basis in arrears; to re-appoint the retiring Auditors, Messrs KPMG PLT as Auditors and to authorize the Directors to fix their remuneration and to transact other business.分析記事 • Oct 04V.S. Industry Berhad (KLSE:VS) Has More To Do To Multiply In Value Going ForwardDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Price Target Changed • Sep 28Price target increased by 10% to RM0.99Up from RM0.90, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of RM0.99. Stock is up 2.6% over the past year. The company is forecast to post earnings per share of RM0.061 for next year compared to RM0.048 last year.Reported Earnings • Sep 27Full year 2023 earnings released: EPS: RM0.048 (vs RM0.044 in FY 2022)Full year 2023 results: EPS: RM0.048 (up from RM0.044 in FY 2022). Revenue: RM4.60b (up 18% from FY 2022). Net income: RM183.9m (up 10% from FY 2022). Profit margin: 4.0% (down from 4.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.お知らせ • Sep 27V.S. Industry Berhad Announces Fourth Interim Dividend for the Financial Year End 31 July 2023, Payable 27 October 2023V.S. Industry Berhad announced Fourth Interim Dividend of 0.5 sen per ordinary share for the Financial Year End 31 July 2023. Ex-Date 12 October 2023. Entitlement date 13 October 2023. Payment Date 27 October 2023.分析記事 • Sep 02We Think V.S. Industry Berhad (KLSE:VS) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Aug 02+ 1 more updateV.S. Industry Berhad Appoints Dato' Lai Kim Seong as Independent and Non Executive DirectorV.S. Industry Berhad announced appointment of Dato' Lai Kim Seong as Independent and Non Executive Director. Date of change is August 1, 2023. Age is 60. Qualifications: Degree in Bachelor of Science (Major in Mathematics) from Campbell University, North Carolina, USA. Working experience and occupation: Dato' Lai has extensive leadership and management skills in multinational manufacturing operations environment.New Risk • Jun 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (122% cash payout ratio). Large one-off items impacting financial results.お知らせ • Jun 16V.S. Industry Berhad Declares Third Interim Dividend for the Evening Year Ended 31 July 2023, Payable on 28 July 2023V.S. Industry Berhad declared Third Interim Dividend of 0.4 sen per share for the evening year ended 31 July 2023, payable on 28 July 2023. Ex-Date 11 July 2023 and Entitlement date 12 Jul 2023.Reported Earnings • Jun 16Third quarter 2023 earnings released: EPS: RM0.007 (vs RM0.013 in 3Q 2022)Third quarter 2023 results: EPS: RM0.007 (down from RM0.013 in 3Q 2022). Revenue: RM996.8m (up 7.5% from 3Q 2022). Net income: RM26.8m (down 48% from 3Q 2022). Profit margin: 2.7% (down from 5.5% in 3Q 2022). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 16What Does V.S. Industry Berhad's (KLSE:VS) Share Price Indicate?V.S. Industry Berhad ( KLSE:VS ), is not the largest company out there, but it saw a decent share price growth in the...Buying Opportunity • May 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be RM0.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 7.7%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Major Estimate Revision • Mar 29Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from RM4.64b to RM4.48b. EPS estimate also fell from RM0.063 per share to RM0.055 per share. Net income forecast to grow 42% next year vs 37% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM1.05 to RM0.93. Share price fell 4.9% to RM0.78 over the past week.Price Target Changed • Mar 24Price target decreased by 8.4% to RM0.94Down from RM1.03, the current price target is an average from 10 analysts. New target price is 21% above last closing price of RM0.78. Stock is down 22% over the past year. The company is forecast to post earnings per share of RM0.058 for next year compared to RM0.044 last year.Reported Earnings • Mar 23Second quarter 2023 earnings released: EPS: RM0.008 (vs RM0.012 in 2Q 2022)Second quarter 2023 results: EPS: RM0.008 (down from RM0.012 in 2Q 2022). Revenue: RM1.15b (up 13% from 2Q 2022). Net income: RM30.4m (down 32% from 2Q 2022). Profit margin: 2.6% (down from 4.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Mar 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be RM1.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 8.4%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.分析記事 • Feb 15V.S. Industry Berhad's (KLSE:VS) Shareholders Will Receive A Bigger Dividend Than Last YearV.S. Industry Berhad's ( KLSE:VS ) dividend will be increasing from last year's payment of the same period to MYR0.005...分析記事 • Feb 01V.S. Industry Berhad's (KLSE:VS) Shareholders Will Receive A Bigger Dividend Than Last YearV.S. Industry Berhad's ( KLSE:VS ) dividend will be increasing from last year's payment of the same period to MYR0.005...お知らせ • Feb 01V.S. Industry Berhad Announces Appointment of Mr. Wee Beng Chuan as Independent and Non Executive Member of Nomination CommitteeV.S. Industry Berhad announced that the appointment of Mr. Wee Beng Chuan as Independent and Non Executive Member of Nomination Committee. The date of change is January 31, 2023. His age is 60 years. Composition of Nomination Committee(Name and Directorate of members after change): Wong Cheer Feng - Independent and Non Executive, Dr. Lim Boh Soon - Independent and Non Executive and Wee Beng Chuan - Independent and Non Executive.収支内訳V.S. Industry Berhad 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:VS 収益、費用、利益 ( )MYR Millions日付収益収益G+A経費研究開発費31 Jan 263,616-8128031 Oct 253,75637138031 Jul 253,78837136030 Apr 254,142144148031 Jan 254,243180149031 Oct 244,219184140031 Jul 244,248204138030 Apr 244,152207122031 Jan 244,138175127031 Oct 234,401186133031 Jul 234,555196144030 Apr 234,442153170031 Jan 234,373178166031 Oct 224,240192163031 Jul 223,914171162030 Apr 223,851177156031 Jan 223,998199170031 Oct 213,983218172031 Jul 214,002245169030 Apr 213,944259173031 Jan 213,375166155031 Oct 203,196135152031 Jul 203,243116149030 Apr 203,399118148031 Jan 203,781169153031 Oct 193,940174155031 Jul 193,978165158030 Apr 193,967151122031 Jan 193,960142138031 Oct 184,102148167031 Jul 184,101151184030 Apr 184,057146234031 Jan 184,030174233031 Oct 173,673166222031 Jul 173,281156206030 Apr 172,852130193031 Jan 172,50699181031 Oct 162,24391170031 Jul 162,176118171030 Apr 162,128160172031 Jan 162,041167167031 Oct 152,005158162031 Jul 151,9371331560質の高い収益: VSは現在利益が出ていません。利益率の向上: VS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: VSは利益が出ておらず、過去 5 年間で損失は年間18%の割合で増加しています。成長の加速: VS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: VSは利益が出ていないため、過去 1 年間の収益成長をElectronic業界 ( 20.3% ) と比較することは困難です。株主資本利益率高いROE: VSは現在利益が出ていないため、自己資本利益率 ( -0.51% ) 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7D1Y7D1Y7D1YTech 、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2026/06/18 06:41終値2026/06/18 00:00収益2026/01/31年間収益2025/07/31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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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V.S. Industry Berhad 9 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。19 アナリスト機関Yi Jing ChuaAffin Hwang Investment BankTze OngAffin Hwang Investment BankMinwei MakBerjaya Securities Sdn Bhd.16 その他のアナリストを表示
Reported Earnings • Mar 27Second quarter 2026 earnings released: RM0.008 loss per share (vs RM0.004 profit in 2Q 2025)Second quarter 2026 results: RM0.008 loss per share (down from RM0.004 profit in 2Q 2025). Revenue: RM769.5m (down 15% from 2Q 2025). Net loss: RM29.6m (down 292% from profit in 2Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 38% per year whereas the company’s share price has fallen by 34% per year.
Reported Earnings • Dec 05First quarter 2026 earnings released: EPS: RM0.008 (vs RM0.008 in 1Q 2025)First quarter 2026 results: EPS: RM0.008 (in line with 1Q 2025). Revenue: RM1.08b (down 2.9% from 1Q 2025). Net income: RM30.6m (flat on 1Q 2025). Profit margin: 2.8% (in line with 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 20% per year.
分析記事 • Oct 07V.S. Industry Berhad's (KLSE:VS) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with V.S. Industry Berhad's ( KLSE:VS ) lackluster earnings report last week. We...
Reported Earnings • Oct 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.01 (down from RM0.053 in FY 2024). Revenue: RM3.79b (down 11% from FY 2024). Net income: RM36.7m (down 82% from FY 2024). Profit margin: 1.0% (down from 4.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 66%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 14% per year.
Reported Earnings • Jun 12Third quarter 2025 earnings released: EPS: RM0.006 (vs RM0.016 in 3Q 2024)Third quarter 2025 results: EPS: RM0.006 (down from RM0.016 in 3Q 2024). Revenue: RM909.4m (down 10.0% from 3Q 2024). Net income: RM23.8m (down 60% from 3Q 2024). Profit margin: 2.6% (down from 5.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic 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 9% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 22Second quarter 2025 earnings released: EPS: RM0.004 (vs RM0.005 in 2Q 2024)Second quarter 2025 results: EPS: RM0.004 (down from RM0.005 in 2Q 2024). Revenue: RM908.8m (up 2.8% from 2Q 2024). Net income: RM15.4m (down 20% from 2Q 2024). Profit margin: 1.7% (down from 2.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
New Risk • Apr 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 27Second quarter 2026 earnings released: RM0.008 loss per share (vs RM0.004 profit in 2Q 2025)Second quarter 2026 results: RM0.008 loss per share (down from RM0.004 profit in 2Q 2025). Revenue: RM769.5m (down 15% from 2Q 2025). Net loss: RM29.6m (down 292% from profit in 2Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 38% per year whereas the company’s share price has fallen by 34% per year.
Price Target Changed • Mar 19Price target increased by 7.2% to RM0.65Up from RM0.61, the current price target is an average from 10 analysts. New target price is 124% above last closing price of RM0.29. Stock is down 64% over the past year. The company is forecast to post earnings per share of RM0.031 for next year compared to RM0.0095 last year.
New Risk • Feb 05New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.0% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.0% net profit margin).
お知らせ • Jan 31+ 5 more updatesV.S. Industry Berhad Announces the Resignation of Lim Boh Soon as Independent and Non Executive Member of Nomination Committee, Effective 30 January 2026V.S. Industry Berhad announced the resignation of Dr Lim Boh Soon as Independent and Non Executive Member of Nomination Committee, effective 30 January 2026. Age is 69. Composition of Nomination Committee(Name and Directorate of members after change): Wong Cheer Feng - Independent and Non-Executive, Wee Beng Chuan - Independent and Non-Executive and Datin Joanne Marie Lopez - Independent and Non-Executive.
Price Target Changed • Jan 15Price target increased by 7.2% to RM0.66Up from RM0.61, the current price target is an average from 10 analysts. New target price is 37% above last closing price of RM0.48. Stock is down 56% over the past year. The company is forecast to post earnings per share of RM0.031 for next year compared to RM0.0095 last year.
お知らせ • Jan 14V.S. Industry Berhad Announces Update on Material LitigationV.S. Industry Berhad announced update on material litigation writ and statement of claim by NEP Holdings (Malaysia) Berhad (NEP), Lim Chang Huat (LCH) And Lim Chee Kon (LCK) (Plaintiffs) Against V.S. Industry Berhad (VSIB) and Datuk Beh Kim Ling (DB). As previously announced, the High Court had fixed 17 December 2025 for delivery of its decision, which was subsequently vacated and rescheduled to 9 January 2026. The Company announced that on 9 January 2026, the High Court found that on the totality of the evidence, LCH and LCK (the 2nd and 3rd Plaintiffs) have failed to discharge their burden of proof on balance of probabilities to establish any breach of the Shareholders’ Agreement by the Company and DB. Therefore, the High Court held thant their claims are without merit and were dismissed. The High Court further awarded costs of MYR 80,000.00 in favour of the Company and MYR 70,000.00 in favour of DB, to be paid jointly and severally by LCH and LCK.
分析記事 • Jan 02Here's Why It's Unlikely That V.S. Industry Berhad's (KLSE:VS) CEO Will See A Pay Rise This YearKey Insights V.S. Industry Berhad's Annual General Meeting to take place on 9th of January Total pay for CEO Sem Gan...
Price Target Changed • Dec 12Price target decreased by 8.3% to RM0.61Down from RM0.67, the current price target is an average from 10 analysts. New target price is 13% above last closing price of RM0.54. Stock is down 51% over the past year. The company is forecast to post earnings per share of RM0.031 for next year compared to RM0.0095 last year.
Declared Dividend • Dec 06Dividend of RM0.004 announcedShareholders will receive a dividend of RM0.004. Ex-date: 13th January 2026 Payment date: 28th January 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 173% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Dec 05First quarter 2026 earnings released: EPS: RM0.008 (vs RM0.008 in 1Q 2025)First quarter 2026 results: EPS: RM0.008 (in line with 1Q 2025). Revenue: RM1.08b (down 2.9% from 1Q 2025). Net income: RM30.6m (flat on 1Q 2025). Profit margin: 2.8% (in line with 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 20% per year.
お知らせ • Nov 27V.S. Industry Berhad, Annual General Meeting, Jan 09, 2026V.S. Industry Berhad, Annual General Meeting, Jan 09, 2026, at 10:30 Singapore Standard Time. Location: kingfisher 1, fraser place puteri harbour, residensi & hotel marina, persiaran tanjung, pengkalan puteri, 79000 iskandar puteri, johor darul takzim, Malaysia
New Risk • Nov 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin).
分析記事 • Nov 04We Think V.S. Industry Berhad (KLSE:VS) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Oct 07V.S. Industry Berhad's (KLSE:VS) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with V.S. Industry Berhad's ( KLSE:VS ) lackluster earnings report last week. We...
Major Estimate Revision • Oct 07Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM4.86b to RM4.29b. EPS estimate fell from RM0.051 to RM0.034 per share. Net income forecast to grow 263% next year vs 23% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.85 to RM0.68. Share price fell 5.9% to RM0.56 over the past week.
分析記事 • Oct 06Downgrade: Here's How Analysts See V.S. Industry Berhad (KLSE:VS) Performing In The Near TermMarket forces rained on the parade of V.S. Industry Berhad ( KLSE:VS ) shareholders today, when the analysts downgraded...
分析記事 • Oct 02Earnings Miss: V.S. Industry Berhad Missed EPS By 66% And Analysts Are Revising Their ForecastsV.S. Industry Berhad ( KLSE:VS ) just released its latest yearly report and things are not looking great. It wasn't a...
Reported Earnings • Oct 01Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.01 (down from RM0.053 in FY 2024). Revenue: RM3.79b (down 11% from FY 2024). Net income: RM36.7m (down 82% from FY 2024). Profit margin: 1.0% (down from 4.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 66%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 14% per year.
Price Target Changed • Oct 01Price target decreased by 9.9% to RM0.79Down from RM0.88, the current price target is an average from 11 analysts. New target price is 32% above last closing price of RM0.60. Stock is down 38% over the past year. The company is forecast to post earnings per share of RM0.042 for next year compared to RM0.0095 last year.
New Risk • Sep 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin).
Buy Or Sell Opportunity • Sep 03Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to RM0.68. The fair value is estimated to be RM0.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
分析記事 • Aug 27Is V.S. Industry Berhad (KLSE:VS) Worth RM0.7 Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, V.S. Industry Berhad fair value estimate is RM0.56 V.S...
分析記事 • Aug 11Investors Appear Satisfied With V.S. Industry Berhad's (KLSE:VS) ProspectsWith a price-to-earnings (or "P/E") ratio of 20.2x V.S. Industry Berhad ( KLSE:VS ) may be sending bearish signals at...
分析記事 • Jun 27Is V.S. Industry Berhad (KLSE:VS) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jun 20V.S. Industry Berhad and Datuk Beh Kim Ling Announces Writ and Statement of Claim by Nep Holdings (Malaysia) Berhad, Lim Chang Huat and Lim Chee KonV.S. Industry Berhad announce that the remaining claim by LCH and LCK (as the 2nd and 3rd Plaintiffs) in the KLHC Suit against the Company and DB for breach of Shareholders’ Agreement has been concluded before the High Court Judge on 16 June 2025. The matter is scheduled for case management on 7 July 2025 where the Court will provide directions regarding the filing of written submissions, hearing of oral submissions and the fixing of a decision date.
Price Target Changed • Jun 13Price target decreased by 8.5% to RM0.92Down from RM1.00, the current price target is an average from 11 analysts. New target price is 19% above last closing price of RM0.78. Stock is down 32% over the past year. The company is forecast to post earnings per share of RM0.03 for next year compared to RM0.053 last year.
Reported Earnings • Jun 12Third quarter 2025 earnings released: EPS: RM0.006 (vs RM0.016 in 3Q 2024)Third quarter 2025 results: EPS: RM0.006 (down from RM0.016 in 3Q 2024). Revenue: RM909.4m (down 10.0% from 3Q 2024). Net income: RM23.8m (down 60% from 3Q 2024). Profit margin: 2.6% (down from 5.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electronic 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 9% per year, which means it is performing significantly worse than earnings.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Independent Non-Executive Director Beng Wee was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • May 14Slowing Rates Of Return At V.S. Industry Berhad (KLSE:VS) Leave Little Room For ExcitementFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Apr 28A Look At The Fair Value Of V.S. Industry Berhad (KLSE:VS)Key Insights V.S. Industry Berhad's estimated fair value is RM0.85 based on 2 Stage Free Cash Flow to Equity Current...
Price Target Changed • Apr 23Price target decreased by 7.1% to RM1.02Down from RM1.10, the current price target is an average from 12 analysts. New target price is 29% above last closing price of RM0.79. Stock is down 13% over the past year. The company is forecast to post earnings per share of RM0.031 for next year compared to RM0.053 last year.
分析記事 • Apr 07Take Care Before Jumping Onto V.S. Industry Berhad (KLSE:VS) Even Though It's 26% CheaperUnfortunately for some shareholders, the V.S. Industry Berhad ( KLSE:VS ) share price has dived 26% in the last thirty...
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change).
Buy Or Sell Opportunity • Apr 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 41% to RM0.69. The fair value is estimated to be RM0.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
分析記事 • Apr 01Analysts Are More Bearish On V.S. Industry Berhad (KLSE:VS) Than They Used To BeToday is shaping up negative for V.S. Industry Berhad ( KLSE:VS ) shareholders, with the analysts delivering a...
Major Estimate Revision • Mar 28Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM4.53b to RM4.18b. EPS estimate also fell from RM0.055 per share to RM0.036 per share. Net income forecast to grow 21% next year vs 21% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM1.31 to RM1.14. Share price rose 3.0% to RM0.86 over the past week.
Price Target Changed • Mar 27Price target decreased by 13% to RM1.14Down from RM1.31, the current price target is an average from 12 analysts. New target price is 27% above last closing price of RM0.90. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of RM0.038 for next year compared to RM0.053 last year.
Declared Dividend • Mar 24Dividend of RM0.004 announcedShareholders will receive a dividend of RM0.004. Ex-date: 11th April 2025 Payment date: 28th April 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 88% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 22Second quarter 2025 earnings released: EPS: RM0.004 (vs RM0.005 in 2Q 2024)Second quarter 2025 results: EPS: RM0.004 (down from RM0.005 in 2Q 2024). Revenue: RM908.8m (up 2.8% from 2Q 2024). Net income: RM15.4m (down 20% from 2Q 2024). Profit margin: 1.7% (down from 2.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Mar 21V.S. Industry Berhad Declares Second Interim Dividend for the Financial Year Ending 31 July 2025, Payable on 28 April 2025V.S. Industry Berhad declared second interim dividend of 0.4 sen per share for the financial year ending 31 July 2025. Ex-Date is 11 April 2025, Payment Date is 28 April 2025. Entitlement date is 14 April 2025.
分析記事 • Mar 11At RM0.89, Is It Time To Put V.S. Industry Berhad (KLSE:VS) On Your Watch List?V.S. Industry Berhad ( KLSE:VS ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 • Feb 25V.S. Industry Berhad (KLSE:VS) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jan 28Be Wary Of V.S. Industry Berhad (KLSE:VS) And Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Declared Dividend • Jan 01Dividend of RM0.006 announcedShareholders will receive a dividend of RM0.006. Ex-date: 16th January 2025 Payment date: 28th January 2025 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Dec 27We Think V.S. Industry Berhad's (KLSE:VS) CEO Compensation Package Needs To Be Put Under A MicroscopeKey Insights V.S. Industry Berhad to hold its Annual General Meeting on 3rd of January CEO Sem Gan's total compensation...
お知らせ • Dec 03V.S. Industry Berhad Announces First Interim Dividend for the Financial Year End July 31, 2025, Payable on 31 December 2024V.S. Industry Berhad announced first interim dividend of 0.4 sen per share for the financial year end July 31, 2025. Ex-Date: 16 December 2024. Entitlement date: 17 December 2024. Payment Date: 31 December 2024.
Declared Dividend • Dec 02Dividend of RM0.006 announcedShareholders will receive a dividend of RM0.006. Ex-date: 16th January 2025 Payment date: 28th January 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Dec 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: RM0.053 (up from RM0.051 in FY 2023). Revenue: RM4.25b (down 6.7% from FY 2023). Net income: RM204.2m (up 4.4% from FY 2023). Profit margin: 4.8% (up from 4.3% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 52%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Nov 29V.S. Industry Berhad, Annual General Meeting, Jan 03, 2025V.S. Industry Berhad, Annual General Meeting, Jan 03, 2025, at 10:30 Singapore Standard Time. Location: kingfisher 1, fraser place puteri harbour, residensi & hotel marina, persiaran tanjung, pengkalan puteri, 79000 iskandar puteri, johor darul takzim, Malaysia
分析記事 • Nov 18Should You Investigate V.S. Industry Berhad (KLSE:VS) At RM1.09?V.S. Industry Berhad ( KLSE:VS ), is not the largest company out there, but it saw a double-digit share price rise of...
分析記事 • Nov 03V.S. Industry Berhad's (KLSE:VS) Price In Tune With EarningsV.S. Industry Berhad's ( KLSE:VS ) price-to-earnings (or "P/E") ratio of 19.5x might make it look like a sell right now...
New Risk • Sep 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 128% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Earnings are forecast to decline by an average of 128% per year for the foreseeable future. High level of non-cash earnings (233% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Sep 24+ 1 more updateV.S. Industry Berhad Proposes Final Dividend for the Financial Year Ended 31 July 2024V.S. Industry Berhad proposed final dividend of 0.6 sen for the financial year ended 31 July 2024. The said proposed dividend is subject to the shareholders' approval at the forthcoming Annual General Meeting.
分析記事 • Jul 22Should You Think About Buying V.S. Industry Berhad (KLSE:VS) Now?V.S. Industry Berhad ( KLSE:VS ), is not the largest company out there, but it received a lot of attention from a...
分析記事 • Jun 21Earnings Tell The Story For V.S. Industry Berhad (KLSE:VS) As Its Stock Soars 29%Despite an already strong run, V.S. Industry Berhad ( KLSE:VS ) shares have been powering on, with a gain of 29% in the...
Declared Dividend • Jun 21Dividend of RM0.004 announcedDividend of RM0.004 is the same as last year. Ex-date: 9th July 2024 Payment date: 26th July 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 83% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 20Third quarter 2024 earnings released: EPS: RM0.014 (vs RM0.007 in 3Q 2023)Third quarter 2024 results: EPS: RM0.014 (up from RM0.007 in 3Q 2023). Revenue: RM1.01b (up 1.4% from 3Q 2023). Net income: RM54.4m (up 103% from 3Q 2023). Profit margin: 5.4% (up from 2.7% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Price Target Changed • May 24Price target increased by 7.4% to RM0.86Up from RM0.80, the current price target is an average from 11 analysts. New target price is 17% below last closing price of RM1.04. Stock is up 33% over the past year. The company is forecast to post earnings per share of RM0.04 for next year compared to RM0.047 last year.
分析記事 • May 21These 4 Measures Indicate That V.S. Industry Berhad (KLSE:VS) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Apr 03Some May Be Optimistic About V.S. Industry Berhad's (KLSE:VS) EarningsV.S. Industry Berhad's ( KLSE:VS ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
Major Estimate Revision • Apr 03Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from RM4.35b to RM4.22b. EPS estimate also fell from RM0.045 per share to RM0.04 per share. Net income forecast to grow 28% next year vs 27% growth forecast for Electronic industry in Malaysia. Consensus price target up from RM0.80 to RM0.86. Share price rose 9.0% to RM0.91 over the past week.
Declared Dividend • Mar 29Dividend of RM0.003 announcedShareholders will receive a dividend of RM0.003. Ex-date: 15th April 2024 Payment date: 30th April 2024 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 28Second quarter 2024 earnings released: EPS: RM0.004 (vs RM0.008 in 2Q 2023)Second quarter 2024 results: EPS: RM0.004 (down from RM0.008 in 2Q 2023). Revenue: RM895.0m (down 22% from 2Q 2023). Net income: RM16.0m (down 47% from 2Q 2023). Profit margin: 1.8% (down from 2.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in Malaysia. 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 17% per year.
お知らせ • Jan 31+ 3 more updatesV.S. Industry Berhad Appoints Madam Lee Li Ming as Independent and Non Executive Member of Audit Committee, Effective from 01 Feb. 2024V.S. Industry Berhad appointed Madam Lee Li Ming as Independent and Non Executive Member of Audit Committee, age 62, Date of change 01 Feb. 2024. Composition of Audit Committee: Wee Beng Chuan - Independent and Non Executive, Tan Pui Suang - Independent and Non Executive, Lee Li Ming - Independent and Non Executive.
Declared Dividend • Jan 19Dividend of RM0.003 announcedShareholders will receive a dividend of RM0.003. Ex-date: 22nd February 2024 Payment date: 8th March 2024 Dividend yield will be 2.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 05V.S. Industry Berhad Approves Final Dividend for the Financial Year Ended July 31, 2023V.S. Industry Berhad at its AGM held on 5 January 2024 approved final dividend of 0.5 sen per ordinary share for the financial year ended 31 July 2023.
Major Estimate Revision • Dec 27Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from RM5.04b to RM4.75b. EPS estimate also fell from RM0.061 per share to RM0.052 per share. Net income forecast to grow 33% next year vs 34% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM0.99 to RM0.88. Share price fell 2.4% to RM0.81 over the past week.
Reported Earnings • Nov 30Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: RM0.047 (up from RM0.045 in FY 2022). Revenue: RM4.60b (up 18% from FY 2022). Net income: RM178.8m (up 4.7% from FY 2022). Profit margin: 3.9% (down from 4.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 7.0%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Nov 29+ 1 more updateV.S. Industry Berhad, Annual General Meeting, Jan 05, 2024V.S. Industry Berhad, Annual General Meeting, Jan 05, 2024, at 10:30 Singapore Standard Time. Location: Kingfisher 1, Fraser Place Puteri Harbour, Residensi & Hotel Marina, Persiaran Tanjung, Pengkalan Puteri, 79000 Iskandar Puteri Johor Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 31 July 2023 together with the Directors' and Auditors' reports thereon; to approve the payment of a final dividend of 0.5 sen per ordinary share for the financial year ended 31 July 2023; to approve the payment of Directors' fees up to an amount of RM931,200 for the financial year ending 31 July 2024, to be payable on quarterly basis in arrears; to re-appoint the retiring Auditors, Messrs KPMG PLT as Auditors and to authorize the Directors to fix their remuneration and to transact other business.
分析記事 • Oct 04V.S. Industry Berhad (KLSE:VS) Has More To Do To Multiply In Value Going ForwardDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Price Target Changed • Sep 28Price target increased by 10% to RM0.99Up from RM0.90, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of RM0.99. Stock is up 2.6% over the past year. The company is forecast to post earnings per share of RM0.061 for next year compared to RM0.048 last year.
Reported Earnings • Sep 27Full year 2023 earnings released: EPS: RM0.048 (vs RM0.044 in FY 2022)Full year 2023 results: EPS: RM0.048 (up from RM0.044 in FY 2022). Revenue: RM4.60b (up 18% from FY 2022). Net income: RM183.9m (up 10% from FY 2022). Profit margin: 4.0% (down from 4.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.
お知らせ • Sep 27V.S. Industry Berhad Announces Fourth Interim Dividend for the Financial Year End 31 July 2023, Payable 27 October 2023V.S. Industry Berhad announced Fourth Interim Dividend of 0.5 sen per ordinary share for the Financial Year End 31 July 2023. Ex-Date 12 October 2023. Entitlement date 13 October 2023. Payment Date 27 October 2023.
分析記事 • Sep 02We Think V.S. Industry Berhad (KLSE:VS) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Aug 02+ 1 more updateV.S. Industry Berhad Appoints Dato' Lai Kim Seong as Independent and Non Executive DirectorV.S. Industry Berhad announced appointment of Dato' Lai Kim Seong as Independent and Non Executive Director. Date of change is August 1, 2023. Age is 60. Qualifications: Degree in Bachelor of Science (Major in Mathematics) from Campbell University, North Carolina, USA. Working experience and occupation: Dato' Lai has extensive leadership and management skills in multinational manufacturing operations environment.
New Risk • Jun 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (122% cash payout ratio). Large one-off items impacting financial results.
お知らせ • Jun 16V.S. Industry Berhad Declares Third Interim Dividend for the Evening Year Ended 31 July 2023, Payable on 28 July 2023V.S. Industry Berhad declared Third Interim Dividend of 0.4 sen per share for the evening year ended 31 July 2023, payable on 28 July 2023. Ex-Date 11 July 2023 and Entitlement date 12 Jul 2023.
Reported Earnings • Jun 16Third quarter 2023 earnings released: EPS: RM0.007 (vs RM0.013 in 3Q 2022)Third quarter 2023 results: EPS: RM0.007 (down from RM0.013 in 3Q 2022). Revenue: RM996.8m (up 7.5% from 3Q 2022). Net income: RM26.8m (down 48% from 3Q 2022). Profit margin: 2.7% (down from 5.5% in 3Q 2022). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 16What Does V.S. Industry Berhad's (KLSE:VS) Share Price Indicate?V.S. Industry Berhad ( KLSE:VS ), is not the largest company out there, but it saw a decent share price growth in the...
Buying Opportunity • May 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be RM0.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 7.7%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Major Estimate Revision • Mar 29Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from RM4.64b to RM4.48b. EPS estimate also fell from RM0.063 per share to RM0.055 per share. Net income forecast to grow 42% next year vs 37% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM1.05 to RM0.93. Share price fell 4.9% to RM0.78 over the past week.
Price Target Changed • Mar 24Price target decreased by 8.4% to RM0.94Down from RM1.03, the current price target is an average from 10 analysts. New target price is 21% above last closing price of RM0.78. Stock is down 22% over the past year. The company is forecast to post earnings per share of RM0.058 for next year compared to RM0.044 last year.
Reported Earnings • Mar 23Second quarter 2023 earnings released: EPS: RM0.008 (vs RM0.012 in 2Q 2022)Second quarter 2023 results: EPS: RM0.008 (down from RM0.012 in 2Q 2022). Revenue: RM1.15b (up 13% from 2Q 2022). Net income: RM30.4m (down 32% from 2Q 2022). Profit margin: 2.6% (down from 4.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Mar 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be RM1.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 8.4%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
分析記事 • Feb 15V.S. Industry Berhad's (KLSE:VS) Shareholders Will Receive A Bigger Dividend Than Last YearV.S. Industry Berhad's ( KLSE:VS ) dividend will be increasing from last year's payment of the same period to MYR0.005...
分析記事 • Feb 01V.S. Industry Berhad's (KLSE:VS) Shareholders Will Receive A Bigger Dividend Than Last YearV.S. Industry Berhad's ( KLSE:VS ) dividend will be increasing from last year's payment of the same period to MYR0.005...
お知らせ • Feb 01V.S. Industry Berhad Announces Appointment of Mr. Wee Beng Chuan as Independent and Non Executive Member of Nomination CommitteeV.S. Industry Berhad announced that the appointment of Mr. Wee Beng Chuan as Independent and Non Executive Member of Nomination Committee. The date of change is January 31, 2023. His age is 60 years. Composition of Nomination Committee(Name and Directorate of members after change): Wong Cheer Feng - Independent and Non Executive, Dr. Lim Boh Soon - Independent and Non Executive and Wee Beng Chuan - Independent and Non Executive.