After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D4.6%
- 3M-8.3%
- 1Y-17.8%
- YTD-7.1%
The Electronic Equipment and Components industry is up 4.6% in the last week, with ITMAX System Berhad up 9.6%. During this same period, the Aurelius Technologies Berhad underperformed, falling 7.2%. In the past year, the industry is down 18%. 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 |
|---|---|---|---|---|---|---|
| Thu, 19 Mar 2026 | RM 18.3b | RM 25.7b | RM 735.0m | 14.6x | 24.9x | 0.7x |
| Sat, 14 Feb 2026 | RM 19.6b | RM 27.0b | RM 728.5m | 17.6x | 26.9x | 0.7x |
| Mon, 12 Jan 2026 | RM 20.9b | RM 27.0b | RM 728.6m | 18x | 28.7x | 0.8x |
| Wed, 10 Dec 2025 | RM 19.5b | RM 26.9b | RM 783.2m | 16.2x | 24.8x | 0.7x |
| Fri, 07 Nov 2025 | RM 20.3b | RM 27.1b | RM 655.4m | 21.4x | 31x | 0.7x |
| Sun, 05 Oct 2025 | RM 21.3b | RM 27.0b | RM 642.5m | 23.2x | 33.1x | 0.8x |
| Tue, 02 Sep 2025 | RM 20.1b | RM 26.0b | RM 716.5m | 19.1x | 28.1x | 0.8x |
| Thu, 31 Jul 2025 | RM 20.5b | RM 23.9b | RM 676.5m | 17.8x | 30.3x | 0.9x |
| Sat, 28 Jun 2025 | RM 20.8b | RM 23.8b | RM 667.2m | 19.5x | 31.2x | 0.9x |
| Mon, 26 May 2025 | RM 20.8b | RM 20.8b | RM 354.8m | 18.3x | 58.5x | 1x |
| Wed, 23 Apr 2025 | RM 18.5b | RM 20.7b | RM 348.8m | 16.3x | 53x | 0.9x |
| Fri, 21 Mar 2025 | RM 20.3b | RM 20.8b | RM 355.8m | 17.1x | 57.1x | 1x |
| Sun, 16 Feb 2025 | RM 24.6b | RM 17.7b | RM 364.8m | 25.3x | 67.4x | 1.4x |
| Tue, 14 Jan 2025 | RM 25.3b | RM 17.7b | RM 367.5m | 27.3x | 68.9x | 1.4x |
| Thu, 12 Dec 2024 | RM 25.8b | RM 17.7b | RM 367.5m | 26.1x | 70.1x | 1.5x |
| Sat, 09 Nov 2024 | RM 24.1b | RM 16.2b | RM 391.4m | 29.3x | 61.5x | 1.5x |
| Mon, 07 Oct 2024 | RM 21.9b | RM 16.1b | RM 372.7m | 28.9x | 58.9x | 1.4x |
| Wed, 04 Sep 2024 | RM 23.3b | RM 16.0b | RM 322.2m | 31x | 72.2x | 1.5x |
| Fri, 02 Aug 2024 | RM 27.3b | RM 16.0b | RM 363.7m | 30.9x | 74.9x | 1.7x |
| Sun, 30 Jun 2024 | RM 26.6b | RM 16.0b | RM 363.1m | 31.7x | 73.2x | 1.7x |
| Tue, 28 May 2024 | RM 24.3b | RM 16.0b | RM 295.0m | 26.5x | 82.5x | 1.5x |
| Thu, 25 Apr 2024 | RM 20.6b | RM 15.9b | RM 273.3m | 20.1x | 75.4x | 1.3x |
| Sat, 23 Mar 2024 | RM 19.6b | RM 16.2b | RM 280.7m | 20.5x | 69.9x | 1.2x |
| Mon, 19 Feb 2024 | RM 18.4b | RM 16.6b | RM 100.9m | 19.3x | 182.4x | 1.1x |
| Wed, 17 Jan 2024 | RM 18.3b | RM 16.6b | RM 101.8m | 19.7x | 179.5x | 1.1x |
| Fri, 15 Dec 2023 | RM 18.3b | RM 16.8b | RM 111.2m | 19.9x | 165x | 1.1x |
| Sun, 12 Nov 2023 | RM 18.2b | RM 17.4b | RM 379.7m | 21.6x | 48.1x | 1.1x |
| Tue, 10 Oct 2023 | RM 18.8b | RM 17.3b | RM 378.3m | 22.7x | 49.6x | 1.1x |
| Thu, 07 Sep 2023 | RM 19.3b | RM 17.1b | RM 348.1m | 25.7x | 55.5x | 1.1x |
| Sat, 05 Aug 2023 | RM 18.2b | RM 17.7b | RM 405.7m | 21.5x | 44.8x | 1x |
| Mon, 03 Jul 2023 | RM 18.2b | RM 17.8b | RM 597.8m | 21.4x | 30.5x | 1x |
| Wed, 31 May 2023 | RM 17.5b | RM 18.2b | RM 725.3m | 19.8x | 24.1x | 1x |
| Fri, 28 Apr 2023 | RM 18.8b | RM 18.2b | RM 720.9m | 18.4x | 26.1x | 1x |
| Sun, 26 Mar 2023 | RM 18.2b | RM 17.8b | RM 703.0m | 18.7x | 25.9x | 1x |
Price to Earnings Ratio
25.9x
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 24.9x 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 0.71x.
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 | 1.05% | |
| Tech | 1.87% | |
| Electronic Equipment and Components | 4.60% | |
| Electronic Components | 10.25% | |
| Electronic Equipment and Instruments | 7.37% | |
| Electronic Manufacturing Services | 2.13% | |
| Technology Distributors | 2.07% | |
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 48.6x.
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 Electronic Manufacturing Services 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 4.92 | 9.6% +RM 445.4m | 30.9% | PE54.5x | |
| NATGATE NationGate Holdings Berhad | RM 0.66 | 10.0% +RM 136.7m | -53.5% | PE12x | |
| VSTECS VSTECS Berhad | RM 4.95 | 5.5% +RM 92.7m | 67.8% | PE18x | |
| SKPRES SKP Resources Bhd | RM 0.47 | 8.0% +RM 54.7m | -49.5% | PE7.5x | |
| NE Northeast Group Berhad | RM 0.65 | 10.2% +RM 44.4m | 60.5% | PE17.5x |