Recent Insider Transactions • Jun 17
Financial Controller recently bought €54k worth of stock On the 16th of June, Chiu Tat Fan bought around 600k shares on-market at roughly €0.09 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Chiu Tat has been a buyer over the last 12 months, purchasing a net total of €71k worth in shares. Duyuru • Jun 04
Luks Group (Vietnam Holdings) Company Limited Approves Final Dividend for the Year Ended 31 December 2025 Luks Group (Vietnam Holdings) Company Limited at its AGM to be held on 4 June 2026 approved a final dividend of HKD 0.02 per share for the year ended 31 December 2025. Upcoming Dividend • Jun 03
Upcoming dividend of HK$0.02 per share Eligible shareholders must have bought the stock before 09 June 2026. Payment date: 26 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.6%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.0%). Declared Dividend • May 20
Final dividend of HK$0.02 announced Shareholders will receive a dividend of HK$0.02. Ex-date: 9th June 2026 Payment date: 26th June 2026 Dividend yield will be 24%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (111% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 24% to bring the payout ratio under control. However, EPS has declined by 22% over the last 5 years so the company would need to reverse this trend. Duyuru • Mar 26
Luks Group (Vietnam Holdings) Company Limited, Annual General Meeting, Jun 04, 2026 Luks Group (Vietnam Holdings) Company Limited, Annual General Meeting, Jun 04, 2026. Duyuru • Mar 12
Luks Group (Vietnam Holdings) Company Limited to Report Fiscal Year 2025 Results on Mar 26, 2026 Luks Group (Vietnam Holdings) Company Limited announced that they will report fiscal year 2025 results on Mar 26, 2026 Duyuru • Aug 09
Luks Group (Vietnam Holdings) Company Limited to Report First Half, 2025 Results on Aug 21, 2025 Luks Group (Vietnam Holdings) Company Limited announced that they will report first half, 2025 results on Aug 21, 2025 Duyuru • May 28
Luks Group (Vietnam Holdings) Company Limited Declares Final Dividend Luks Group (Vietnam Holdings) Company Limited at its AGM held on May 28, 2025, declared a final dividend of 2 Hong Kong cents per share. Duyuru • Mar 22
Luks Group (Vietnam Holdings) Company Limited Proposes Final Ordinary Dividend for the Financial Year Ended 31 December 2024, Payable on 18 June 2025 Luks Group (Vietnam Holdings) Company Limited proposed final ordinary dividend of HKD 0.02 per share for the financial year ended 31 December 2024. payable on 18 June 2025. Record date is on 05 June 2025. Ex-dividend date is on 02 June 2025. Date of shareholders approval is on 28 May 2025. Duyuru • Mar 19
Luks Group (Vietnam Holdings) Company Limited, Annual General Meeting, May 28, 2025 Luks Group (Vietnam Holdings) Company Limited, Annual General Meeting, May 28, 2025, at 15:00 China Standard Time. Location: 1/f, pentahotel hong kong, tuen mun, 6 tsun wen road, tuen mun, new territories, Hong Kong Duyuru • Mar 05
Luks Group (Vietnam Holdings) Company Limited to Report Fiscal Year 2024 Results on Mar 19, 2025 Luks Group (Vietnam Holdings) Company Limited announced that they will report fiscal year 2024 results on Mar 19, 2025 Upcoming Dividend • Sep 16
Upcoming dividend of HK$0.02 per share Eligible shareholders must have bought the stock before 23 September 2024. Payment date: 10 October 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.8%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.4%). Reported Earnings • Aug 27
First half 2024 earnings released: EPS: HK$0.069 (vs HK$0.059 in 1H 2023) First half 2024 results: EPS: HK$0.069 (up from HK$0.059 in 1H 2023). Revenue: HK$196.4m (down 12% from 1H 2023). Net income: HK$34.5m (up 16% from 1H 2023). Profit margin: 18% (up from 13% in 1H 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance. Declared Dividend • Aug 25
First half dividend of HK$0.02 announced Shareholders will receive a dividend of HK$0.02. Ex-date: 23rd September 2024 Payment date: 10th October 2024 Dividend yield will be 28%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (20% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. New Risk • Aug 20
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% 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: Major Risk Earnings have declined by 36% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (€43.5m market cap, or US$48.4m). Duyuru • Aug 09
Luks Group (Vietnam Holdings) Company Limited to Report First Half, 2024 Results on Aug 22, 2024 Luks Group (Vietnam Holdings) Company Limited announced that they will report first half, 2024 results on Aug 22, 2024 Buy Or Sell Opportunity • Jul 11
Now 24% overvalued Over the last 90 days, the stock has fallen 6.8% to €0.088. The fair value is estimated to be €0.071, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Meanwhile, the company became loss making. Buy Or Sell Opportunity • May 30
Now 27% overvalued Over the last 90 days, the stock has fallen 8.2% to €0.09. The fair value is estimated to be €0.071, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Meanwhile, the company became loss making. Upcoming Dividend • May 28
Upcoming dividend of HK$0.02 per share Eligible shareholders must have bought the stock before 04 June 2024. Payment date: 21 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.3%). Declared Dividend • Mar 22
Final dividend of HK$0.02 announced Shareholders will receive a dividend of HK$0.02. Ex-date: 4th June 2024 Payment date: 21st June 2024 Dividend yield will be 22%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Reported Earnings • Mar 20
Full year 2023 earnings released: HK$0.20 loss per share (vs HK$0.11 profit in FY 2022) Full year 2023 results: HK$0.20 loss per share (down from HK$0.11 profit in FY 2022). Revenue: HK$427.3m (down 13% from FY 2022). Net loss: HK$98.2m (down 284% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Duyuru • Mar 06
Luks Group (Vietnam Holdings) Company Limited to Report Fiscal Year 2023 Results on Mar 20, 2024 Luks Group (Vietnam Holdings) Company Limited announced that they will report fiscal year 2023 results on Mar 20, 2024 Upcoming Dividend • Sep 18
Upcoming dividend of HK$0.02 per share at 3.8% yield Eligible shareholders must have bought the stock before 25 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.4%). Reported Earnings • Aug 28
First half 2023 earnings released: EPS: HK$0.059 (vs HK$0.051 in 1H 2022) First half 2023 results: EPS: HK$0.059 (up from HK$0.051 in 1H 2022). Revenue: HK$222.3m (down 17% from 1H 2022). Net income: HK$29.7m (up 15% from 1H 2022). Profit margin: 13% (up from 9.7% in 1H 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Duyuru • Aug 26
Luks Group (Vietnam Holdings) Company Limited Declares Interim Dividend for the Financial Year Ended 31 December 2023, Payable on 13 October 2023 Luks Group (Vietnam Holdings) Company Limited declares interim dividend of HKD 0.02 per share for the financial year ended 31 December 2023, payable on 13 October 2023. Record date 29 September 2023 and Ex-dividend date 25 September 2023. Duyuru • Aug 08
Luks Group (Vietnam Holdings) Company Limited to Report First Half, 2023 Results on Aug 25, 2023 Luks Group (Vietnam Holdings) Company Limited announced that they will report first half, 2023 results on Aug 25, 2023 New Risk • Jul 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German 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: Major Risk Earnings have declined by 14% per year over the past 5 years. 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 (11% net profit margin). Market cap is less than US$100m (€58.9m market cap, or US$64.2m). Board Change • Jun 02
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Hoi Wah Wong was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • May 22
Upcoming dividend of HK$0.02 per share at 3.9% yield Eligible shareholders must have bought the stock before 29 May 2023. Payment date: 14 June 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.5%). Reported Earnings • Apr 16
Full year 2022 earnings released: EPS: HK$0.11 (vs HK$0.17 in FY 2021) Full year 2022 results: EPS: HK$0.11 (down from HK$0.17 in FY 2021). Revenue: HK$492.9m (down 4.0% from FY 2021). Net income: HK$53.5m (down 37% from FY 2021). Profit margin: 11% (down from 17% in FY 2021). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Reported Earnings • Mar 23
Full year 2022 earnings released: EPS: HK$0.11 (vs HK$0.17 in FY 2021) Full year 2022 results: EPS: HK$0.11 (down from HK$0.17 in FY 2021). Revenue: HK$492.9m (down 4.0% from FY 2021). Net income: HK$53.5m (down 37% from FY 2021). Profit margin: 11% (down from 17% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non-Executive Director Chi Kuen Lam was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Upcoming Dividend • Sep 22
Upcoming dividend of HK$0.02 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 20 October 2022. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%). Duyuru • Sep 02
Luks Group (Vietnam Holdings) Company Limited Announces Interim Dividend for the Six Months Ended June 30, 2022, Payable on 20 October 2022 Luks Group (Vietnam Holdings) Company Limited announced interim dividend of HKD 0.02 per share for the six months ended June 30, 2022. Record date 05 October 2022. Payment date 20 October 2022. Ex-dividend date 29 September 2022. Reported Earnings • Sep 01
First half 2022 earnings released: EPS: HK$0.051 (vs HK$0.085 in 1H 2021) First half 2022 results: EPS: HK$0.051 (down from HK$0.085 in 1H 2021). Revenue: HK$266.3m (down 4.1% from 1H 2021). Net income: HK$25.8m (down 39% from 1H 2021). Profit margin: 9.7% (down from 15% in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Duyuru • Jun 02
Luks Group (Vietnam Holdings) Company Limited Approves Final Dividend Luks Group (Vietnam Holdings) Company Limited approved final dividend of 3 HK cents per share at its Annual General Meeting held on June 1, 2022. Upcoming Dividend • May 30
Upcoming dividend of HK$0.03 per share Eligible shareholders must have bought the stock before 06 June 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 4.5%. Within top quartile of German dividend payers (4.3%). Higher than average of industry peers (3.8%). Duyuru • May 20
Luks Group (Vietnam Holdings) Company Limited Proposes Final Dividend Luks Group (Vietnam Holdings) Company Limited will propose final dividend of 3 HK cents per share at its Annual General Meeting to be held on June 1, 2022. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non-Executive Director Chi Kuen Lam was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Duyuru • Mar 29
Luks Group (Vietnam Holdings) Company Limited Announces Final Ordinary Dividend for the Financial Year December 31, 2021, Payable on June 24, 2022 Luks Group (Vietnam Holdings) Company Limited on March 28, 2022 announced Final ordinary dividend of HKD 0.03 per share for the financial year December 31, 2021. Ex-dividend date of 06 June 2022, Record date of 10 June 2022 and Payment date of 24 June 2022. Upcoming Dividend • Sep 10
Upcoming dividend of HK$0.03 per share Eligible shareholders must have bought the stock before 17 September 2021. Payment date: 08 October 2021. Trailing yield: 4.4%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.8%). Reported Earnings • Aug 25
First half 2021 earnings released: EPS HK$0.085 (vs HK$0.059 in 1H 2020) The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: HK$277.7m (down 1.3% from 1H 2020). Net income: HK$42.5m (up 42% from 1H 2020). Profit margin: 15% (up from 11% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year. Upcoming Dividend • Jun 09
Upcoming dividend of HK$0.03 per share Eligible shareholders must have bought the stock before 16 June 2021. Payment date: 06 July 2021. Trailing yield: 3.7%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.7%). Reported Earnings • Apr 25
Full year 2020 earnings released: EPS HK$0.12 (vs HK$0.24 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$528.5m (down 19% from FY 2019). Net income: HK$61.5m (down 50% from FY 2019). Profit margin: 12% (down from 19% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings. Reported Earnings • Apr 02
Full year 2020 earnings released: EPS HK$0.12 (vs HK$0.24 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: HK$528.5m (down 19% from FY 2019). Net income: HK$61.5m (down 50% from FY 2019). Profit margin: 12% (down from 19% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings. Duyuru • Mar 16
Luks Group (Vietnam Holdings) Company Limited to Report Fiscal Year 2020 Results on Mar 31, 2021 Luks Group (Vietnam Holdings) Company Limited announced that they will report fiscal year 2020 results on Mar 31, 2021 Duyuru • Aug 14
Luks Group (Vietnam Holdings) Company Limited to Report First Half, 2020 Results on Aug 28, 2020 Luks Group (Vietnam Holdings) Company Limited announced that they will report first half, 2020 results on Aug 28, 2020 
