After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D-6.8%
- 3M-16.9%
- 1Y-25.1%
- YTD-17.0%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 8.3%, driven by declines in ITMAX System Berhad and V.S. Industry Berhad of 6.3% and 28%, respectively. On the other hand Xox Networks Berhad is actually up 75%. However, the industry is down 24% over the past year. 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 |
|---|---|---|---|---|---|---|
| Wed, 01 Apr 2026 | RM 16.1b | RM 25.6b | RM 752.1m | 14.2x | 21.5x | 0.6x |
| Fri, 27 Feb 2026 | RM 19.2b | RM 25.4b | RM 723.4m | 18.1x | 26.6x | 0.8x |
| Sun, 25 Jan 2026 | RM 21.0b | RM 27.0b | RM 728.6m | 16.8x | 28.9x | 0.8x |
| Tue, 23 Dec 2025 | RM 20.1b | RM 27.0b | RM 777.7m | 16.6x | 25.8x | 0.7x |
| Thu, 20 Nov 2025 | RM 19.7b | RM 27.3b | RM 664.1m | 20.4x | 29.7x | 0.7x |
| Sat, 18 Oct 2025 | RM 19.8b | RM 27.0b | RM 642.5m | 20.6x | 30.8x | 0.7x |
| Mon, 15 Sep 2025 | RM 19.8b | RM 26.0b | RM 736.0m | 19.1x | 26.9x | 0.8x |
| Wed, 13 Aug 2025 | RM 20.7b | RM 23.9b | RM 674.8m | 18.2x | 30.7x | 0.9x |
| Fri, 11 Jul 2025 | RM 20.9b | RM 23.8b | RM 667.2m | 19.1x | 31.3x | 0.9x |
| Sun, 08 Jun 2025 | RM 20.1b | RM 23.3b | RM 707.2m | 17x | 28.5x | 0.9x |
| Tue, 06 May 2025 | RM 20.2b | RM 20.7b | RM 353.8m | 17.1x | 57x | 1x |
| Thu, 03 Apr 2025 | RM 20.0b | RM 20.7b | RM 348.9m | 18.2x | 57.3x | 1x |
| Sat, 01 Mar 2025 | RM 22.5b | RM 17.8b | RM 352.4m | 21x | 63.9x | 1.3x |
| Mon, 27 Jan 2025 | RM 24.4b | RM 17.7b | RM 364.8m | 26.3x | 66.8x | 1.4x |
| Wed, 25 Dec 2024 | RM 25.7b | RM 17.7b | RM 367.5m | 27.3x | 69.9x | 1.5x |
| Fri, 22 Nov 2024 | RM 24.2b | RM 16.4b | RM 360.4m | 31.9x | 67.1x | 1.5x |
| Sun, 20 Oct 2024 | RM 22.7b | RM 16.1b | RM 372.7m | 31x | 61x | 1.4x |
| Tue, 17 Sep 2024 | RM 22.4b | RM 16.0b | RM 351.0m | 30.5x | 63.7x | 1.4x |
| Thu, 15 Aug 2024 | RM 26.4b | RM 16.0b | RM 375.0m | 30.9x | 70.5x | 1.6x |
| Sat, 13 Jul 2024 | RM 28.2b | RM 16.0b | RM 363.1m | 32.9x | 77.7x | 1.8x |
| Mon, 10 Jun 2024 | RM 25.1b | RM 15.9b | RM 327.7m | 31.8x | 76.7x | 1.6x |
| Wed, 08 May 2024 | RM 21.5b | RM 16.0b | RM 274.0m | 23.8x | 78.6x | 1.3x |
| Fri, 05 Apr 2024 | RM 20.3b | RM 15.9b | RM 273.2m | 20x | 74.5x | 1.3x |
| Sun, 03 Mar 2024 | RM 18.6b | RM 16.2b | RM 280.7m | 20.1x | 66.2x | 1.1x |
| Tue, 30 Jan 2024 | RM 18.0b | RM 16.6b | RM 102.3m | 19.1x | 175.6x | 1.1x |
| Thu, 28 Dec 2023 | RM 18.6b | RM 16.7b | RM 104.3m | 19.9x | 178.5x | 1.1x |
| Sat, 25 Nov 2023 | RM 18.7b | RM 17.2b | RM 376.7m | 22.7x | 49.6x | 1.1x |
| Mon, 23 Oct 2023 | RM 18.4b | RM 17.3b | RM 378.3m | 22.4x | 48.7x | 1.1x |
| Wed, 20 Sep 2023 | RM 19.1b | RM 17.1b | RM 348.1m | 25.2x | 54.8x | 1.1x |
| Fri, 18 Aug 2023 | RM 18.7b | RM 17.7b | RM 408.4m | 23.5x | 45.7x | 1.1x |
| Sun, 16 Jul 2023 | RM 18.3b | RM 17.8b | RM 597.8m | 22.1x | 30.6x | 1x |
| Tue, 13 Jun 2023 | RM 17.6b | RM 17.6b | RM 614.6m | 19.5x | 28.7x | 1x |
| Thu, 11 May 2023 | RM 18.0b | RM 18.2b | RM 720.9m | 17.3x | 24.9x | 1x |
| Sat, 08 Apr 2023 | RM 18.4b | RM 18.2b | RM 720.3m | 19.1x | 25.6x | 1x |
Price to Earnings Ratio
25.6x
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 21.7x 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 0.64x.
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 | -0.57% | |
| Tech | -3.66% | |
| Electronic Equipment and Components | -6.82% | |
| Technology Distributors | -5.50% | |
| Electronic Equipment and Instruments | -6.09% | |
| Electronic Components | -6.58% | |
| Electronic Manufacturing Services | -8.25% | |
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 48.5x.
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 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 | |
|---|---|---|---|---|---|
| XOXNET Xox Networks Berhad | RM 0.035 | 75.0% +RM 17.0m | 16.7% | PS3.6x | |
| GLOTEC Globaltec Formation Berhad | RM 0.94 | 6.3% +RM 14.8m | 94.8% | PE31.9x | |
| HM Harvest Miracle Capital Berhad | RM 0.14 | 3.7% +RM 10.3m | -3.4% | PE39.9x | |
| SCOPE Scope Industries Berhad | RM 0.075 | 7.1% +RM 5.8m | -21.1% | PE3.2x | |
| GUH GUH Holdings Berhad | RM 0.29 | 3.6% +RM 2.8m | -9.4% | PE1.2x |