After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D-2.8%
- 3M-12.6%
- 1Y-21.8%
- YTD-12.2%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.8%, driven by a pullback from Aurelius Technologies Berhad of 5.8%. However, the industry is down 22% 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 |
|---|---|---|---|---|---|---|
| Tue, 17 Mar 2026 | RM 17.3b | RM 25.7b | RM 735.0m | 14.4x | 23.5x | 0.7x |
| Thu, 12 Feb 2026 | RM 19.8b | RM 27.0b | RM 728.5m | 17.2x | 27.2x | 0.7x |
| Sat, 10 Jan 2026 | RM 20.9b | RM 27.0b | RM 728.6m | 18x | 28.7x | 0.8x |
| Mon, 08 Dec 2025 | RM 19.7b | RM 26.9b | RM 785.5m | 16.7x | 25.1x | 0.7x |
| Wed, 05 Nov 2025 | RM 20.1b | RM 27.1b | RM 653.6m | 21.3x | 30.8x | 0.7x |
| Fri, 03 Oct 2025 | RM 21.3b | RM 27.0b | RM 642.5m | 22.5x | 33.2x | 0.8x |
| Sun, 31 Aug 2025 | RM 20.1b | RM 26.0b | RM 688.9m | 17.6x | 29.2x | 0.8x |
| Tue, 29 Jul 2025 | RM 20.6b | RM 23.9b | RM 676.5m | 18x | 30.4x | 0.9x |
| Thu, 26 Jun 2025 | RM 20.8b | RM 23.2b | RM 660.7m | 19.1x | 31.4x | 0.9x |
| Sat, 24 May 2025 | RM 20.8b | RM 20.8b | RM 356.4m | 18.3x | 58.3x | 1x |
| Mon, 21 Apr 2025 | RM 18.9b | RM 20.7b | RM 348.8m | 17.2x | 54.1x | 0.9x |
| Wed, 19 Mar 2025 | RM 20.8b | RM 20.8b | RM 355.8m | 19.2x | 58.5x | 1x |
| Fri, 14 Feb 2025 | RM 24.6b | RM 17.7b | RM 364.8m | 25.8x | 67.4x | 1.4x |
| Sun, 12 Jan 2025 | RM 26.2b | RM 17.7b | RM 367.5m | 28.8x | 71.2x | 1.5x |
| Tue, 10 Dec 2024 | RM 25.5b | RM 17.7b | RM 359.3m | 26.1x | 70.9x | 1.4x |
| Thu, 07 Nov 2024 | RM 24.9b | RM 16.4b | RM 409.0m | 29.2x | 60.9x | 1.5x |
| Sat, 05 Oct 2024 | RM 21.9b | RM 16.1b | RM 372.7m | 28.9x | 58.9x | 1.4x |
| Mon, 02 Sep 2024 | RM 23.3b | RM 16.0b | RM 322.2m | 30.3x | 72.3x | 1.5x |
| Wed, 31 Jul 2024 | RM 27.2b | RM 16.0b | RM 363.7m | 31x | 74.7x | 1.7x |
| Fri, 28 Jun 2024 | RM 26.4b | RM 16.1b | RM 367.2m | 31.8x | 71.9x | 1.6x |
| Sun, 26 May 2024 | RM 24.3b | RM 16.0b | RM 295.0m | 26.4x | 82.4x | 1.5x |
| Tue, 23 Apr 2024 | RM 19.5b | RM 15.9b | RM 273.3m | 19.6x | 71.2x | 1.2x |
| Thu, 21 Mar 2024 | RM 19.3b | RM 16.2b | RM 280.7m | 20x | 68.6x | 1.2x |
| Sat, 17 Feb 2024 | RM 18.4b | RM 16.6b | RM 100.9m | 19.3x | 182.4x | 1.1x |
| Mon, 15 Jan 2024 | RM 18.6b | RM 16.6b | RM 101.8m | 19.9x | 182.9x | 1.1x |
| Wed, 13 Dec 2023 | RM 18.1b | RM 16.8b | RM 121.1m | 19.1x | 149.9x | 1.1x |
| Fri, 10 Nov 2023 | RM 18.4b | RM 17.4b | RM 379.6m | 21.8x | 48.4x | 1.1x |
| Sun, 08 Oct 2023 | RM 18.9b | RM 17.3b | RM 378.3m | 23.1x | 49.9x | 1.1x |
| Tue, 05 Sep 2023 | RM 18.9b | RM 17.1b | RM 358.5m | 25.5x | 52.8x | 1.1x |
| Thu, 03 Aug 2023 | RM 18.2b | RM 17.7b | RM 405.7m | 21.5x | 45x | 1x |
| Sat, 01 Jul 2023 | RM 18.2b | RM 17.8b | RM 597.8m | 21.4x | 30.5x | 1x |
| Mon, 29 May 2023 | RM 17.3b | RM 18.2b | RM 730.9m | 18.1x | 23.6x | 0.9x |
| Wed, 26 Apr 2023 | RM 18.9b | RM 18.2b | RM 720.9m | 18.3x | 26.2x | 1x |
| Fri, 24 Mar 2023 | RM 18.4b | RM 17.8b | RM 703.0m | 18.4x | 26.1x | 1x |
Price to Earnings Ratio
26.1x
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 23.5x 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 0.67x.
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 | -1.08% | |
| Tech | -1.19% | |
| Electronic Equipment and Components | -2.83% | |
| Electronic Components | 0.26% | |
| Electronic Equipment and Instruments | -2.50% | |
| Technology Distributors | -2.66% | |
| 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 7.1x.
- Analysts are expecting annual earnings growth of 16.7%, 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 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 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 | |
|---|---|---|---|---|---|
| ITMAX ITMAX System Berhad | RM 4.44 | 2.1% +RM 93.6m | 16.8% | PE49.2x | |
| SKPRES SKP Resources Bhd | RM 0.47 | 9.4% +RM 62.5m | -51.8% | PE7.3x | |
| NE Northeast Group Berhad | RM 0.58 | 9.4% +RM 37.0m | 52.6% | PE15.6x | |
| NATGATE NationGate Holdings Berhad | RM 0.59 | 2.6% +RM 34.2m | -55.9% | PE10.8x | |
| SNS SNS Network Technology Berhad | RM 0.41 | 2.5% +RM 16.8m | -5.7% | PE13.7x |