Luk Fook Holdings (International) Limited (OTCPK:LKFLF) Q2 2026 Earnings Call November 27, 2025 9:30 PM EST Company Participants Joanne Ho So Kuen Chan - CFO, Company Secretary & Executive Director Conference Call Participants Mavis Hui - DBS Bank Ltd., Research Division Tiffany Feng - Citigroup Inc., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to the Luk Fook FY 2025/'26 Interim Results Presentation.
December is tax-loss harvesting season but also a time to reflect on which stocks are down due to swings in sentiment versus genuine mistakes in my thesis. Luk Fook's 50% profit drop, partly due to hedging, highlights the need for caution with companies that hedge risks I can better hedge myself externally. Luk Fook's dividend cut violates my rule of favoring stocks with increasing dividends, reinforcing my decision to sell and focus on better opportunities.
| Textiles, Apparel & Luxury Goods Industry | Consumer Discretionary Sector | Wai Sheung Wong CEO | XSTU Exchange | BMG5695X1258 ISIN |
| HK Country | 6,700 Employees | 25 Aug 2026 Last Dividend | - Last Split | - IPO Date |
Luk Fook Holdings (International) Limited is a distinguished investment holding company that has carved a niche in the precious metals and gems sector since its establishment in 1991. With its headquarters located in Sha Tin, Hong Kong, the company has built a robust business model that spans sourcing, designing, wholesaling, trademark licensing, and retailing a wide array of jewelry products. Renowned for its exquisite collections, Luk Fook specializes in gold and platinum jewelry as well as gem-set jewelry items, catering to a diverse clientele with a penchant for luxury and quality.
Luk Fook Holdings (International) Limited offers a myriad of products and services, designed to meet the varied needs of its customers: