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%
The Electronic Equipment and Components industry is down 2.9% over the last week with ITMAX System Berhad the worst performer, down 2.2%. 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 |
|---|---|---|---|---|---|---|
| Sun, 15 Mar 2026 | RM 17.3b | RM 25.7b | RM 735.0m | 14.4x | 23.5x | 0.7x |
| Tue, 10 Feb 2026 | RM 19.7b | RM 27.0b | RM 728.5m | 16.3x | 27x | 0.7x |
| Thu, 08 Jan 2026 | RM 20.6b | RM 27.0b | RM 728.6m | 18.5x | 28.3x | 0.8x |
| Sat, 06 Dec 2025 | RM 19.7b | RM 26.9b | RM 785.5m | 16.7x | 25.1x | 0.7x |
| Mon, 03 Nov 2025 | RM 20.7b | RM 27.1b | RM 653.6m | 22.3x | 31.7x | 0.8x |
| Wed, 01 Oct 2025 | RM 20.6b | RM 27.4b | RM 750.3m | 19.6x | 27.4x | 0.8x |
| Fri, 29 Aug 2025 | RM 20.3b | RM 24.1b | RM 661.7m | 19.6x | 30.6x | 0.8x |
| Sun, 27 Jul 2025 | RM 20.7b | RM 23.9b | RM 676.5m | 18x | 30.6x | 0.9x |
| Tue, 24 Jun 2025 | RM 20.0b | RM 23.2b | RM 660.7m | 18.5x | 30.3x | 0.9x |
| Thu, 22 May 2025 | RM 20.8b | RM 20.8b | RM 357.2m | 18.1x | 58.3x | 1x |
| Sat, 19 Apr 2025 | RM 18.9b | RM 20.7b | RM 348.8m | 17.2x | 54.1x | 0.9x |
| Mon, 17 Mar 2025 | RM 20.5b | RM 20.8b | RM 355.8m | 18.7x | 57.7x | 1x |
| Wed, 12 Feb 2025 | RM 24.3b | RM 17.7b | RM 364.8m | 26.1x | 66.7x | 1.4x |
| Fri, 10 Jan 2025 | RM 26.4b | RM 17.7b | RM 367.5m | 27.7x | 71.7x | 1.5x |
| Sun, 08 Dec 2024 | RM 25.7b | RM 17.7b | RM 359.3m | 26.1x | 71.4x | 1.4x |
| Tue, 05 Nov 2024 | RM 23.4b | RM 16.2b | RM 390.8m | 27.9x | 59.9x | 1.4x |
| Thu, 03 Oct 2024 | RM 22.5b | RM 16.1b | RM 372.7m | 30.3x | 60.4x | 1.4x |
| Sat, 31 Aug 2024 | RM 23.3b | RM 16.0b | RM 336.5m | 30.4x | 69.2x | 1.5x |
| Mon, 29 Jul 2024 | RM 27.3b | RM 16.0b | RM 363.7m | 32.1x | 75.1x | 1.7x |
| Wed, 26 Jun 2024 | RM 26.3b | RM 16.1b | RM 367.2m | 31.5x | 71.5x | 1.6x |
| Fri, 24 May 2024 | RM 24.3b | RM 16.0b | RM 298.3m | 26.1x | 81.4x | 1.5x |
| Sun, 21 Apr 2024 | RM 19.5b | RM 15.9b | RM 273.3m | 19.6x | 71.2x | 1.2x |
| Tue, 19 Mar 2024 | RM 19.0b | RM 16.2b | RM 280.7m | 19.9x | 67.8x | 1.2x |
| Thu, 15 Feb 2024 | RM 18.1b | RM 16.6b | RM 100.9m | 18.6x | 179.3x | 1.1x |
| Sat, 13 Jan 2024 | RM 18.6b | RM 16.6b | RM 101.8m | 19.9x | 182.9x | 1.1x |
| Mon, 11 Dec 2023 | RM 18.4b | RM 16.8b | RM 121.1m | 19.3x | 151.7x | 1.1x |
| Wed, 08 Nov 2023 | RM 18.4b | RM 17.4b | RM 379.4m | 21.6x | 48.4x | 1.1x |
| Fri, 06 Oct 2023 | RM 19.1b | RM 17.3b | RM 378.3m | 22.9x | 50.4x | 1.1x |
| Sun, 03 Sep 2023 | RM 19.2b | RM 17.1b | RM 358.5m | 25.3x | 53.7x | 1.1x |
| Tue, 01 Aug 2023 | RM 18.5b | RM 17.8b | RM 409.2m | 21.7x | 45.1x | 1x |
| Thu, 29 Jun 2023 | RM 18.2b | RM 17.7b | RM 592.0m | 21.9x | 30.8x | 1x |
| Sat, 27 May 2023 | RM 17.3b | RM 18.2b | RM 730.9m | 18.1x | 23.7x | 0.9x |
| Mon, 24 Apr 2023 | RM 18.9b | RM 18.2b | RM 720.9m | 18.5x | 26.2x | 1x |
| Wed, 22 Mar 2023 | RM 18.4b | RM 17.7b | RM 717.1m | 17.9x | 25.7x | 1x |
Price to Earnings Ratio
25.7x
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 | -1.09% | |
| Tech | -1.23% | |
| Electronic Equipment and Components | -2.93% | |
| Electronic Components | 0.26% | |
| 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 7.1x.
- 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 | |
|---|---|---|---|---|---|
| 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 |