After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D-4.6%
- 3M-13.1%
- 1Y-21.1%
- YTD-12.6%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 4.6%, driven by V.S. Industry Berhad declining 19%. On the other hand Amlex Holdings Berhad is actually up 48%. However, the industry is down 21% 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, 29 Mar 2026 | RM 17.0b | RM 25.6b | RM 752.1m | 15.1x | 22.6x | 0.7x |
| Tue, 24 Feb 2026 | RM 20.0b | RM 27.2b | RM 707.1m | 17.9x | 28.3x | 0.7x |
| Thu, 22 Jan 2026 | RM 20.5b | RM 27.0b | RM 728.6m | 17x | 28.1x | 0.8x |
| Sat, 20 Dec 2025 | RM 20.1b | RM 27.0b | RM 777.7m | 16.6x | 25.9x | 0.7x |
| Mon, 17 Nov 2025 | RM 20.5b | RM 27.3b | RM 661.6m | 21.8x | 30.9x | 0.7x |
| Wed, 15 Oct 2025 | RM 20.2b | RM 27.0b | RM 642.5m | 21x | 31.5x | 0.7x |
| Fri, 12 Sep 2025 | RM 19.8b | RM 26.0b | RM 736.0m | 18.9x | 26.8x | 0.8x |
| Sun, 10 Aug 2025 | RM 20.4b | RM 23.9b | RM 674.8m | 16.5x | 30.3x | 0.9x |
| Tue, 08 Jul 2025 | RM 20.9b | RM 23.8b | RM 667.2m | 19.2x | 31.4x | 0.9x |
| Thu, 05 Jun 2025 | RM 20.0b | RM 23.3b | RM 479.5m | 17.1x | 41.8x | 0.9x |
| Sat, 03 May 2025 | RM 20.0b | RM 20.7b | RM 353.8m | 17.7x | 56.5x | 1x |
| Mon, 31 Mar 2025 | RM 20.4b | RM 20.7b | RM 348.9m | 18.6x | 58.5x | 1x |
| Wed, 26 Feb 2025 | RM 22.9b | RM 17.8b | RM 350.1m | 22.6x | 65.4x | 1.3x |
| Fri, 24 Jan 2025 | RM 24.5b | RM 17.7b | RM 365.3m | 26.7x | 67.1x | 1.4x |
| Sun, 22 Dec 2024 | RM 25.7b | RM 17.7b | RM 367.5m | 26.3x | 70x | 1.5x |
| Tue, 19 Nov 2024 | RM 23.9b | RM 16.4b | RM 398.1m | 28.7x | 60.1x | 1.5x |
| Thu, 17 Oct 2024 | RM 22.4b | RM 16.1b | RM 372.7m | 30.3x | 60.2x | 1.4x |
| Sat, 14 Sep 2024 | RM 22.4b | RM 16.0b | RM 351.0m | 30.5x | 63.7x | 1.4x |
| Mon, 12 Aug 2024 | RM 25.6b | RM 16.0b | RM 375.0m | 30.5x | 68.2x | 1.6x |
| Wed, 10 Jul 2024 | RM 28.0b | RM 16.0b | RM 363.1m | 32.3x | 77.1x | 1.8x |
| Fri, 07 Jun 2024 | RM 24.8b | RM 15.9b | RM 333.5m | 31.8x | 74.4x | 1.6x |
| Sun, 05 May 2024 | RM 21.4b | RM 16.0b | RM 274.0m | 21.7x | 78x | 1.3x |
| Tue, 02 Apr 2024 | RM 20.0b | RM 15.9b | RM 273.2m | 20.1x | 73.1x | 1.3x |
| Thu, 29 Feb 2024 | RM 18.2b | RM 16.4b | RM 102.6m | 20x | 176.9x | 1.1x |
| Sat, 27 Jan 2024 | RM 17.9b | RM 16.6b | RM 101.8m | 19.3x | 176.2x | 1.1x |
| Mon, 25 Dec 2023 | RM 18.6b | RM 16.7b | RM 104.3m | 20.1x | 178.2x | 1.1x |
| Wed, 22 Nov 2023 | RM 18.6b | RM 17.2b | RM 377.4m | 23.2x | 49.4x | 1.1x |
| Fri, 20 Oct 2023 | RM 18.6b | RM 17.3b | RM 378.3m | 22.5x | 49.1x | 1.1x |
| Sun, 17 Sep 2023 | RM 18.7b | RM 17.1b | RM 348.1m | 25.1x | 53.6x | 1.1x |
| Tue, 15 Aug 2023 | RM 18.6b | RM 17.7b | RM 405.7m | 23.2x | 45.9x | 1x |
| Thu, 13 Jul 2023 | RM 17.9b | RM 17.8b | RM 597.8m | 21.8x | 30x | 1x |
| Sat, 10 Jun 2023 | RM 17.3b | RM 17.6b | RM 614.6m | 19.4x | 28.2x | 1x |
| Mon, 08 May 2023 | RM 18.1b | RM 963.0b | RM 85.9b | 17.4x | 0.2x | 0.02x |
| Wed, 05 Apr 2023 | RM 18.2b | RM 18.2b | RM 720.3m | 18.7x | 25.3x | 1x |
Price to Earnings Ratio
25.3x
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 22.5x 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 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 | -0.43% | |
| Tech | -2.71% | |
| Electronic Equipment and Components | -4.59% | |
| Electronic Equipment and Instruments | -2.19% | |
| Technology Distributors | -4.58% | |
| Electronic Manufacturing Services | -6.24% | |
| Electronic Components | -6.66% | |
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 | |
|---|---|---|---|---|---|
| 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 |