After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D4.1%
- 3M-17.9%
- 1Y-12.0%
- YTD-12.6%
Over the last 7 days, the Electronic Equipment and Components industry has risen 4.1%, driven by gains from VSTECS Berhad of 9.4%. During this same period, the Radiant Globaltech Berhad underperformed, falling 6.3%. However, the industry is down 12% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.
Industry Valuation and Performance
Has the Malaysian Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Apr 2026 | RM 17.0b | RM 25.6b | RM 752.2m | 16.8x | 22.6x | 0.7x |
| Wed, 11 Mar 2026 | RM 17.5b | RM 25.7b | RM 735.0m | 15.6x | 23.8x | 0.7x |
| Fri, 06 Feb 2026 | RM 19.3b | RM 27.0b | RM 728.5m | 16.3x | 26.5x | 0.7x |
| Sun, 04 Jan 2026 | RM 19.6b | RM 27.0b | RM 728.6m | 16.8x | 26.9x | 0.7x |
| Tue, 02 Dec 2025 | RM 19.7b | RM 26.9b | RM 791.6m | 17.1x | 24.9x | 0.7x |
| Thu, 30 Oct 2025 | RM 21.0b | RM 27.1b | RM 653.6m | 22.1x | 32.1x | 0.8x |
| Sat, 27 Sep 2025 | RM 20.7b | RM 26.0b | RM 736.0m | 19.3x | 28.1x | 0.8x |
| Mon, 25 Aug 2025 | RM 20.0b | RM 24.0b | RM 650.5m | 21.1x | 30.8x | 0.8x |
| Wed, 23 Jul 2025 | RM 20.6b | RM 23.9b | RM 677.2m | 18.2x | 30.5x | 0.9x |
| Fri, 20 Jun 2025 | RM 20.1b | RM 23.2b | RM 660.7m | 17.2x | 30.5x | 0.9x |
| Sun, 18 May 2025 | RM 21.9b | RM 20.8b | RM 357.2m | 19.1x | 61.3x | 1.1x |
| Tue, 15 Apr 2025 | RM 18.7b | RM 20.7b | RM 348.8m | 16.2x | 53.6x | 0.9x |
| Thu, 13 Mar 2025 | RM 19.4b | RM 20.8b | RM 355.8m | 16.6x | 54.4x | 0.9x |
| Sat, 08 Feb 2025 | RM 24.6b | RM 17.7b | RM 364.8m | 26.4x | 67.4x | 1.4x |
| Mon, 06 Jan 2025 | RM 26.9b | RM 17.7b | RM 367.5m | 27.3x | 73.1x | 1.5x |
| Wed, 04 Dec 2024 | RM 24.8b | RM 17.6b | RM 361.4m | 28.7x | 68.7x | 1.4x |
| Fri, 01 Nov 2024 | RM 23.6b | RM 16.4b | RM 409.0m | 26.8x | 57.7x | 1.4x |
| Sun, 29 Sep 2024 | RM 22.5b | RM 16.1b | RM 372.7m | 30.7x | 60.4x | 1.4x |
| Tue, 27 Aug 2024 | RM 23.0b | RM 15.4b | RM 309.5m | 32x | 74.4x | 1.5x |
| Thu, 25 Jul 2024 | RM 28.2b | RM 16.0b | RM 363.1m | 32.3x | 77.6x | 1.8x |
| Sat, 22 Jun 2024 | RM 27.4b | RM 16.1b | RM 367.2m | 32.2x | 74.7x | 1.7x |
| Mon, 20 May 2024 | RM 23.3b | RM 15.9b | RM 273.9m | 25x | 85.1x | 1.5x |
| Wed, 17 Apr 2024 | RM 19.9b | RM 15.9b | RM 273.3m | 19.6x | 72.8x | 1.2x |
| Fri, 15 Mar 2024 | RM 18.3b | RM 16.2b | RM 280.7m | 19.7x | 65.2x | 1.1x |
| Sun, 11 Feb 2024 | RM 18.0b | RM 16.6b | RM 100.9m | 18.4x | 178.2x | 1.1x |
| Tue, 09 Jan 2024 | RM 18.8b | RM 16.6b | RM 101.8m | 20.8x | 184.5x | 1.1x |
| Thu, 07 Dec 2023 | RM 18.5b | RM 16.8b | RM 121.1m | 19.5x | 153x | 1.1x |
| Sat, 04 Nov 2023 | RM 18.2b | RM 17.4b | RM 379.6m | 21.3x | 47.8x | 1x |
| Mon, 02 Oct 2023 | RM 19.3b | RM 17.3b | RM 378.3m | 23x | 50.9x | 1.1x |
| Wed, 30 Aug 2023 | RM 18.8b | RM 17.5b | RM 369.9m | 23.3x | 50.7x | 1.1x |
| Fri, 28 Jul 2023 | RM 18.5b | RM 17.8b | RM 597.8m | 21.4x | 31x | 1x |
| Sun, 25 Jun 2023 | RM 18.1b | RM 17.7b | RM 590.4m | 21.9x | 30.7x | 1x |
| Tue, 23 May 2023 | RM 17.8b | RM 18.2b | RM 723.4m | 18.6x | 24.6x | 1x |
| Thu, 20 Apr 2023 | RM 19.0b | RM 18.2b | RM 720.4m | 18.5x | 26.4x | 1x |
Price to Earnings Ratio
26.4x
Current Industry PE
- Investors are pessimistic on the Malaysian Electronic industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 22.6x which is lower than its 3-year average PE of 58.9x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.66x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 12% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Malaysian Tech industry?
| MY Market | 0.42% | |
| Tech | 4.00% | |
| Electronic Equipment and Components | 4.15% | |
| Technology Distributors | 7.30% | |
| Electronic Manufacturing Services | 4.28% | |
| Electronic Components | 2.73% | |
| Electronic Equipment and Instruments | 2.62% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 17.4%, which is lower than the prior year's growth of 24.4% per year.
- Investors are most pessimistic about the Electronic Components industry, which is trading below its 3-year average of 48.4x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 24% over the next 5 years.
- However this is lower than its past earnings growth rate of 45% per year.
- In contrast, the Technology Distributors industry is expected to see its earnings grow by 16% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VSTECS VSTECS Berhad | RM 4.89 | 9.4% +RM 149.8m | 82.5% | PE17.8x | |
| ITMAX ITMAX System Berhad | RM 4.63 | 2.7% +RM 124.3m | 26.8% | PE51.3x | |
| NATGATE NationGate Holdings Berhad | RM 0.73 | 6.5% +RM 102.5m | -40.2% | PE13.4x | |
| SNS SNS Network Technology Berhad | RM 0.46 | 12.2% +RM 83.8m | 13.6% | PE16.8x | |
| THMY THMY Holdings Berhad | RM 0.98 | 4.8% +RM 40.0m | n/a | PE87.1x |