After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D-2.7%
- 3M-11.4%
- 1Y-20.5%
- YTD-10.9%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.7%, driven by V.S. Industry Berhad declining 19%. Meanwhile, Amlex Holdings Berhad actually outperformed within the industry, gaining 48% in the last week. The industry has fallen 21% in the last year. Looking forward, earnings are forecast to grow by 17% 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, 28 Mar 2026 | RM 17.3b | RM 25.6b | RM 802.1m | 15.7x | 21.6x | 0.7x |
| Mon, 23 Feb 2026 | RM 19.8b | RM 27.2b | RM 707.1m | 17.3x | 28.1x | 0.7x |
| Wed, 21 Jan 2026 | RM 20.3b | RM 27.0b | RM 728.6m | 16.5x | 27.9x | 0.8x |
| Fri, 19 Dec 2025 | RM 19.9b | RM 27.0b | RM 777.7m | 16.9x | 25.6x | 0.7x |
| Sun, 16 Nov 2025 | RM 20.5b | RM 27.3b | RM 661.6m | 21.8x | 30.9x | 0.7x |
| Tue, 14 Oct 2025 | RM 20.7b | RM 27.0b | RM 642.5m | 22x | 32.3x | 0.8x |
| Thu, 11 Sep 2025 | RM 19.5b | RM 26.0b | RM 736.0m | 18.5x | 26.5x | 0.8x |
| Sat, 09 Aug 2025 | RM 20.4b | RM 23.9b | RM 674.8m | 16.5x | 30.3x | 0.9x |
| Mon, 07 Jul 2025 | RM 21.6b | RM 23.8b | RM 667.2m | 20.1x | 32.4x | 0.9x |
| Wed, 04 Jun 2025 | RM 20.1b | RM 23.3b | RM 479.5m | 17.2x | 41.8x | 0.9x |
| Fri, 02 May 2025 | RM 19.6b | RM 20.7b | RM 353.8m | 16.8x | 55.5x | 0.9x |
| Sun, 30 Mar 2025 | RM 20.4b | RM 20.7b | RM 348.9m | 18.6x | 58.5x | 1x |
| Tue, 25 Feb 2025 | RM 23.5b | RM 17.7b | RM 350.7m | 23.5x | 67x | 1.3x |
| Thu, 23 Jan 2025 | RM 24.7b | RM 17.7b | RM 367.5m | 27.5x | 67.3x | 1.4x |
| Sat, 21 Dec 2024 | RM 25.7b | RM 17.7b | RM 367.5m | 26.3x | 70x | 1.5x |
| Mon, 18 Nov 2024 | RM 24.1b | RM 16.4b | RM 398.1m | 28.9x | 60.5x | 1.5x |
| Wed, 16 Oct 2024 | RM 22.5b | RM 16.1b | RM 372.7m | 29.4x | 60.4x | 1.4x |
| Fri, 13 Sep 2024 | RM 22.2b | RM 16.0b | RM 351.0m | 30.1x | 63.4x | 1.4x |
| Sun, 11 Aug 2024 | RM 25.2b | RM 16.0b | RM 375.0m | 30.5x | 67.2x | 1.6x |
| Tue, 09 Jul 2024 | RM 27.8b | RM 16.0b | RM 363.1m | 32.3x | 76.5x | 1.7x |
| Thu, 06 Jun 2024 | RM 24.6b | RM 15.9b | RM 333.5m | 31x | 73.8x | 1.5x |
| Sat, 04 May 2024 | RM 21.4b | RM 16.0b | RM 274.0m | 21.7x | 78x | 1.3x |
| Mon, 01 Apr 2024 | RM 19.9b | RM 15.9b | RM 273.2m | 20.3x | 72.9x | 1.3x |
| Wed, 28 Feb 2024 | RM 18.5b | RM 16.3b | RM 92.8m | 20.9x | 199.2x | 1.1x |
| Fri, 26 Jan 2024 | RM 17.9b | RM 16.6b | RM 101.8m | 19.3x | 175.9x | 1.1x |
| Sun, 24 Dec 2023 | RM 18.6b | RM 16.7b | RM 104.3m | 20.1x | 178.2x | 1.1x |
| Tue, 21 Nov 2023 | RM 18.6b | RM 17.1b | RM 363.1m | 23.8x | 51.1x | 1.1x |
| Thu, 19 Oct 2023 | RM 18.7b | RM 17.3b | RM 378.3m | 22.4x | 49.3x | 1.1x |
| Sat, 16 Sep 2023 | RM 18.8b | RM 17.1b | RM 348.1m | 25.2x | 53.9x | 1.1x |
| Mon, 14 Aug 2023 | RM 18.5b | RM 17.7b | RM 405.7m | 22.5x | 45.7x | 1x |
| Wed, 12 Jul 2023 | RM 17.9b | RM 17.8b | RM 597.8m | 21.9x | 30x | 1x |
| Fri, 09 Jun 2023 | RM 17.2b | RM 17.6b | RM 614.6m | 19.2x | 28x | 1x |
| Sun, 07 May 2023 | RM 18.1b | RM 963.0b | RM 85.9b | 17.4x | 0.2x | 0.02x |
| Tue, 04 Apr 2023 | RM 18.2b | RM 18.2b | RM 720.3m | 19x | 25.2x | 1x |
Price to Earnings Ratio
25.2x
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 21.6x 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 grown 3.6% per year over the last three years.
- Revenues for these companies have grown 12% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Malaysian Tech industry?
| MY Market | -0.56% | |
| Tech | -1.18% | |
| Electronic Equipment and Components | -2.72% | |
| Electronic Manufacturing Services | -2.26% | |
| Electronic Equipment and Instruments | -2.94% | |
| Technology Distributors | -2.97% | |
| Electronic Components | -3.21% | |
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 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 | |
|---|---|---|---|---|---|
| AMLEX Amlex Holdings Berhad | RM 0.17 | 47.8% +RM 14.7m | n/a | PE18.9x | |
| XOXNET Xox Networks Berhad | RM 0.03 | 50.0% +RM 11.4m | 0% | PS3.1x | |
| HM Harvest Miracle Capital Berhad | RM 0.14 | 3.7% +RM 10.3m | -3.4% | PE39.9x | |
| PNEPCB PNE PCB Berhad | RM 0.045 | 12.5% +RM 2.8m | -30.8% | PS0.5x | |
| VSOLAR Vsolar Group Berhad | RM 0.035 | 16.7% +RM 2.5m | -36.4% | PS1.4x |