After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D-2.9%
- 3M-13.2%
- 1Y-21.7%
- YTD-12.2%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 4.4%, and ITMAX System Berhad contributed the most with a 2.2% decline. The industry has fallen 20% in the last year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Sat, 14 Mar 2026 | RM 17.3b | RM 25.7b | RM 735.0m | 14.4x | 23.5x | 0.7x |
| Mon, 09 Feb 2026 | RM 19.3b | RM 27.0b | RM 728.5m | 16.1x | 26.5x | 0.7x |
| Wed, 07 Jan 2026 | RM 20.5b | RM 27.0b | RM 728.6m | 17.3x | 28.1x | 0.8x |
| Fri, 05 Dec 2025 | RM 19.8b | RM 26.9b | RM 797.1m | 17.3x | 24.8x | 0.7x |
| Sun, 02 Nov 2025 | RM 20.7b | RM 27.1b | RM 653.6m | 22.3x | 31.7x | 0.8x |
| Tue, 30 Sep 2025 | RM 20.5b | RM 27.4b | RM 750.3m | 19.1x | 27.3x | 0.7x |
| Thu, 28 Aug 2025 | RM 20.5b | RM 24.1b | RM 661.3m | 19.6x | 31x | 0.9x |
| Sat, 26 Jul 2025 | RM 20.7b | RM 23.9b | RM 676.5m | 18x | 30.6x | 0.9x |
| Mon, 23 Jun 2025 | RM 20.2b | RM 23.2b | RM 660.7m | 18.5x | 30.6x | 0.9x |
| Wed, 21 May 2025 | RM 21.1b | RM 20.8b | RM 357.2m | 18.3x | 59x | 1x |
| Fri, 18 Apr 2025 | RM 18.5b | RM 20.7b | RM 348.8m | 16.5x | 53.1x | 0.9x |
| Sun, 16 Mar 2025 | RM 20.5b | RM 20.8b | RM 355.8m | 18.7x | 57.7x | 1x |
| Tue, 11 Feb 2025 | RM 24.3b | RM 17.7b | RM 364.8m | 26.1x | 66.7x | 1.4x |
| Thu, 09 Jan 2025 | RM 27.6b | RM 17.7b | RM 367.5m | 28.4x | 75.2x | 1.6x |
| Sat, 07 Dec 2024 | RM 25.7b | RM 17.7b | RM 359.3m | 26.1x | 71.4x | 1.4x |
| Mon, 04 Nov 2024 | RM 23.4b | RM 16.2b | RM 390.8m | 28x | 59.8x | 1.4x |
| Wed, 02 Oct 2024 | RM 22.5b | RM 16.1b | RM 372.7m | 30.3x | 60.4x | 1.4x |
| Fri, 30 Aug 2024 | RM 22.4b | RM 15.5b | RM 314.5m | 29.7x | 71.2x | 1.4x |
| Sun, 28 Jul 2024 | RM 27.3b | RM 16.0b | RM 363.7m | 32.1x | 75.1x | 1.7x |
| Tue, 25 Jun 2024 | RM 27.2b | RM 16.1b | RM 367.2m | 31.6x | 74.1x | 1.7x |
| Thu, 23 May 2024 | RM 23.8b | RM 16.0b | RM 298.3m | 25x | 79.6x | 1.5x |
| Sat, 20 Apr 2024 | RM 19.9b | RM 15.9b | RM 273.3m | 20.1x | 72.8x | 1.3x |
| Mon, 18 Mar 2024 | RM 18.5b | RM 16.2b | RM 280.7m | 19.8x | 66x | 1.1x |
| Wed, 14 Feb 2024 | RM 18.0b | RM 16.6b | RM 100.9m | 18.6x | 178.1x | 1.1x |
| Fri, 12 Jan 2024 | RM 18.6b | RM 16.6b | RM 101.8m | 19.6x | 182.7x | 1.1x |
| Sun, 10 Dec 2023 | RM 18.4b | RM 16.8b | RM 121.1m | 19.3x | 151.7x | 1.1x |
| Tue, 07 Nov 2023 | RM 18.3b | RM 17.4b | RM 379.6m | 21.6x | 48.3x | 1.1x |
| Thu, 05 Oct 2023 | RM 19.1b | RM 17.3b | RM 378.3m | 22.8x | 50.4x | 1.1x |
| Sat, 02 Sep 2023 | RM 19.2b | RM 17.1b | RM 358.5m | 25.3x | 53.7x | 1.1x |
| Mon, 31 Jul 2023 | RM 18.5b | RM 17.8b | RM 409.2m | 21.5x | 45.2x | 1x |
| Wed, 28 Jun 2023 | RM 18.2b | RM 17.7b | RM 590.4m | 21.9x | 30.8x | 1x |
| Fri, 26 May 2023 | RM 17.3b | RM 18.2b | RM 732.5m | 18.5x | 23.6x | 0.9x |
| Sun, 23 Apr 2023 | RM 18.9b | RM 18.2b | RM 720.9m | 18.5x | 26.2x | 1x |
| Tue, 21 Mar 2023 | RM 18.3b | RM 17.7b | RM 717.1m | 18.3x | 25.5x | 1x |
Price to Earnings Ratio
25.5x
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 23.6x which is lower than its 3-year average PE of 59.0x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.68x.
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 13% 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 | -1.09% | |
| Tech | -1.23% | |
| Electronic Equipment and Components | -2.93% | |
| Electronic Components | 0.27% | |
| Electronic Equipment and Instruments | -2.50% | |
| Technology Distributors | -3.20% | |
| Electronic Manufacturing Services | -3.98% | |
Industry PE
- Investors are most optimistic about the Technology Distributors industry which is trading above its 3-year average PE ratio of 7.0x.
- Analysts are expecting annual earnings growth of 16.6%, which is higher than its past year's earnings growth of 9.6% per year.
- Investors are most pessimistic about the Electronic Components industry, which is trading below its 3-year average of 48.6x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 23% 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 17% 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 | |
|---|---|---|---|---|---|
| SKPRES SKP Resources Bhd | RM 0.46 | 3.4% +RM 23.4m | -52.6% | PE7.2x | |
| GLOTEC Globaltec Formation Berhad | RM 1.00 | 3.6% +RM 9.4m | 117.4% | PE34.1x | |
| WAVEFRNT WaveFront Berhad | RM 0.13 | 4.0% +RM 6.0m | -52.7% | PE7x | |
| SCOPE Scope Industries Berhad | RM 0.075 | 7.1% +RM 5.8m | -16.7% | PE3.2x | |
| XOXNET Xox Networks Berhad | RM 0.025 | 25.0% +RM 5.7m | 25.0% | PS2.6x |