After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D1.7%
- 3M-18.2%
- 1Y-15.1%
- YTD-13.8%
Over the last 7 days, the Electronic Equipment and Components industry has risen 1.7%, driven by gains from ITMAX System Berhad of 6.1%. During this same period, the Xox Networks Berhad underperformed, falling 17%. In contrast, the industry has lost 15% in the last 12 months. Earnings are forecast to grow by 18% annually.
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 |
|---|---|---|---|---|---|---|
| Tue, 14 Apr 2026 | RM 16.8b | RM 25.6b | RM 752.2m | 16x | 22.3x | 0.7x |
| Thu, 12 Mar 2026 | RM 17.5b | RM 25.7b | RM 735.0m | 14.6x | 23.8x | 0.7x |
| Sat, 07 Feb 2026 | RM 19.3b | RM 27.0b | RM 728.5m | 16.1x | 26.5x | 0.7x |
| Mon, 05 Jan 2026 | RM 19.6b | RM 27.0b | RM 728.6m | 16.8x | 26.9x | 0.7x |
| Wed, 03 Dec 2025 | RM 19.5b | RM 26.9b | RM 791.6m | 17.1x | 24.6x | 0.7x |
| Fri, 31 Oct 2025 | RM 20.7b | RM 27.1b | RM 653.6m | 21.3x | 31.6x | 0.8x |
| Sun, 28 Sep 2025 | RM 20.7b | RM 27.4b | RM 750.3m | 19.3x | 27.6x | 0.8x |
| Tue, 26 Aug 2025 | RM 20.0b | RM 24.0b | RM 650.5m | 21.1x | 30.8x | 0.8x |
| Thu, 24 Jul 2025 | RM 20.8b | RM 23.9b | RM 677.2m | 18.2x | 30.7x | 0.9x |
| Sat, 21 Jun 2025 | RM 20.2b | RM 23.2b | RM 660.7m | 18.5x | 30.6x | 0.9x |
| Mon, 19 May 2025 | RM 21.9b | RM 20.8b | RM 357.2m | 19.1x | 61.3x | 1.1x |
| Wed, 16 Apr 2025 | RM 18.7b | RM 20.7b | RM 348.8m | 16.1x | 53.5x | 0.9x |
| Fri, 14 Mar 2025 | RM 20.2b | RM 20.8b | RM 355.8m | 18.3x | 56.7x | 1x |
| Sun, 09 Feb 2025 | RM 24.6b | RM 17.7b | RM 364.8m | 26.4x | 67.4x | 1.4x |
| Tue, 07 Jan 2025 | RM 27.5b | RM 17.7b | RM 367.5m | 28.4x | 74.7x | 1.5x |
| Thu, 05 Dec 2024 | RM 25.2b | RM 17.5b | RM 341.1m | 28.9x | 73.9x | 1.4x |
| Sat, 02 Nov 2024 | RM 23.7b | RM 16.4b | RM 409.0m | 27x | 57.8x | 1.4x |
| Mon, 30 Sep 2024 | RM 22.5b | RM 16.1b | RM 372.7m | 30.7x | 60.4x | 1.4x |
| Wed, 28 Aug 2024 | RM 22.6b | RM 15.5b | RM 321.7m | 31.7x | 70.2x | 1.5x |
| Fri, 26 Jul 2024 | RM 27.4b | RM 16.0b | RM 363.7m | 31.9x | 75.3x | 1.7x |
| Sun, 23 Jun 2024 | RM 27.6b | RM 16.1b | RM 367.2m | 32.2x | 75.1x | 1.7x |
| Tue, 21 May 2024 | RM 23.6b | RM 15.9b | RM 273.9m | 25x | 86.1x | 1.5x |
| Thu, 18 Apr 2024 | RM 19.7b | RM 15.9b | RM 273.3m | 20.1x | 72x | 1.2x |
| Sat, 16 Mar 2024 | RM 18.5b | RM 16.2b | RM 280.7m | 19.8x | 66x | 1.1x |
| Mon, 12 Feb 2024 | RM 18.0b | RM 16.6b | RM 100.9m | 18.4x | 178.2x | 1.1x |
| Wed, 10 Jan 2024 | RM 18.7b | RM 16.6b | RM 101.8m | 20.3x | 183.3x | 1.1x |
| Fri, 08 Dec 2023 | RM 18.4b | RM 16.8b | RM 121.1m | 19.3x | 152.2x | 1.1x |
| Sun, 05 Nov 2023 | RM 18.2b | RM 17.4b | RM 379.6m | 21.3x | 47.8x | 1x |
| Tue, 03 Oct 2023 | RM 19.0b | RM 17.3b | RM 378.3m | 22.8x | 50.3x | 1.1x |
| Thu, 31 Aug 2023 | RM 18.9b | RM 17.1b | RM 345.7m | 24.8x | 54.6x | 1.1x |
| Sat, 29 Jul 2023 | RM 18.5b | RM 17.8b | RM 597.8m | 21.2x | 31x | 1x |
| Mon, 26 Jun 2023 | RM 18.1b | RM 17.7b | RM 590.4m | 21.9x | 30.7x | 1x |
| Wed, 24 May 2023 | RM 17.5b | RM 18.2b | RM 721.4m | 18.6x | 24.3x | 1x |
| Fri, 21 Apr 2023 | RM 18.9b | RM 18.2b | RM 720.9m | 18.5x | 26.2x | 1x |
Price to Earnings Ratio
26.2x
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 22.3x 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 0.65x.
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 | 0.58% | |
| Tech | 2.04% | |
| Electronic Equipment and Components | 1.67% | |
| Technology Distributors | 4.46% | |
| Electronic Equipment and Instruments | 2.48% | |
| Electronic Components | 0.46% | |
| Electronic Manufacturing Services | -0.23% | |
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 | |
|---|---|---|---|---|---|
| ITMAX ITMAX System Berhad | RM 4.69 | 6.1% +RM 279.7m | 26.1% | PE51.9x | |
| VSTECS VSTECS Berhad | RM 4.98 | 8.3% +RM 135.5m | 77.9% | PE18.1x | |
| THMY THMY Holdings Berhad | RM 1.02 | 10.3% +RM 84.4m | n/a | PE90.2x | |
| SNS SNS Network Technology Berhad | RM 0.47 | 10.7% +RM 75.4m | 12.0% | PE17x | |
| NATGATE NationGate Holdings Berhad | RM 0.73 | 4.3% +RM 68.3m | -39.7% | PE13.3x |