After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D-6.4%
- 3M-16.6%
- 1Y-22.4%
- YTD-16.6%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 6.4%, driven by a pullback from V.S. Industry Berhad of 35%. On the other hand Northeast Group Berhad is actually up 5.3%. The industry has fallen 22% in the last 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 |
|---|---|---|---|---|---|---|
| Fri, 03 Apr 2026 | RM 16.2b | RM 25.6b | RM 752.1m | 15x | 21.6x | 0.6x |
| Sun, 01 Mar 2026 | RM 18.9b | RM 25.4b | RM 704.0m | 18.2x | 26.9x | 0.7x |
| Tue, 27 Jan 2026 | RM 20.7b | RM 27.0b | RM 728.6m | 17x | 28.5x | 0.8x |
| Thu, 25 Dec 2025 | RM 19.9b | RM 27.0b | RM 777.7m | 16.8x | 25.6x | 0.7x |
| Sat, 22 Nov 2025 | RM 19.7b | RM 27.3b | RM 666.1m | 20.1x | 29.5x | 0.7x |
| Mon, 20 Oct 2025 | RM 19.8b | RM 27.0b | RM 642.5m | 20.6x | 30.8x | 0.7x |
| Wed, 17 Sep 2025 | RM 19.8b | RM 26.0b | RM 736.0m | 19.1x | 26.9x | 0.8x |
| Fri, 15 Aug 2025 | RM 21.0b | RM 24.1b | RM 679.7m | 19.6x | 30.9x | 0.9x |
| Sun, 13 Jul 2025 | RM 21.0b | RM 23.8b | RM 667.2m | 19.2x | 31.5x | 0.9x |
| Tue, 10 Jun 2025 | RM 20.4b | RM 23.4b | RM 717.1m | 17.6x | 28.5x | 0.9x |
| Thu, 08 May 2025 | RM 20.2b | RM 20.7b | RM 353.9m | 16.8x | 57.1x | 1x |
| Sat, 05 Apr 2025 | RM 19.1b | RM 20.7b | RM 348.8m | 17.2x | 54.7x | 0.9x |
| Mon, 03 Mar 2025 | RM 22.5b | RM 20.8b | RM 355.8m | 20.4x | 63.3x | 1.1x |
| Wed, 29 Jan 2025 | RM 22.9b | RM 17.7b | RM 364.8m | 25.5x | 62.6x | 1.3x |
| Fri, 27 Dec 2024 | RM 26.3b | RM 17.7b | RM 367.5m | 27.3x | 71.6x | 1.5x |
| Sun, 24 Nov 2024 | RM 24.2b | RM 16.4b | RM 357.0m | 31.1x | 67.9x | 1.5x |
| Tue, 22 Oct 2024 | RM 22.9b | RM 16.1b | RM 372.7m | 30.7x | 61.5x | 1.4x |
| Thu, 19 Sep 2024 | RM 22.5b | RM 16.0b | RM 351.0m | 29.6x | 64.2x | 1.4x |
| Sat, 17 Aug 2024 | RM 26.5b | RM 16.0b | RM 374.6m | 33x | 70.7x | 1.7x |
| Mon, 15 Jul 2024 | RM 28.2b | RM 16.0b | RM 363.1m | 32.9x | 77.7x | 1.8x |
| Wed, 12 Jun 2024 | RM 25.4b | RM 15.9b | RM 327.7m | 33.2x | 77.5x | 1.6x |
| Fri, 10 May 2024 | RM 22.1b | RM 16.0b | RM 274.0m | 23.3x | 80.7x | 1.4x |
| Sun, 07 Apr 2024 | RM 20.3b | RM 15.9b | RM 273.3m | 20x | 74.2x | 1.3x |
| Tue, 05 Mar 2024 | RM 18.6b | RM 16.2b | RM 280.7m | 19.9x | 66.3x | 1.1x |
| Thu, 01 Feb 2024 | RM 17.9b | RM 16.6b | RM 103.9m | 19.3x | 171.9x | 1.1x |
| Sat, 30 Dec 2023 | RM 18.6b | RM 16.6b | RM 101.8m | 19.9x | 182.6x | 1.1x |
| Mon, 27 Nov 2023 | RM 18.7b | RM 17.1b | RM 375.8m | 22.7x | 49.8x | 1.1x |
| Wed, 25 Oct 2023 | RM 18.3b | RM 17.3b | RM 378.3m | 22.7x | 48.3x | 1.1x |
| Fri, 22 Sep 2023 | RM 19.3b | RM 17.1b | RM 348.1m | 25.6x | 55.3x | 1.1x |
| Sun, 20 Aug 2023 | RM 18.6b | RM 17.7b | RM 408.4m | 23.5x | 45.6x | 1.1x |
| Tue, 18 Jul 2023 | RM 18.6b | RM 17.8b | RM 597.8m | 21.9x | 31.1x | 1x |
| Thu, 15 Jun 2023 | RM 18.0b | RM 17.6b | RM 614.6m | 20.2x | 29.2x | 1x |
| Sat, 13 May 2023 | RM 17.9b | RM 18.2b | RM 720.9m | 17.2x | 24.9x | 1x |
| Mon, 10 Apr 2023 | RM 18.4b | RM 18.2b | RM 720.4m | 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 21.6x 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 0.63x.
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 | -0.40% | |
| Tech | -3.01% | |
| Electronic Equipment and Components | -6.40% | |
| Technology Distributors | -4.23% | |
| Electronic Equipment and Instruments | -4.40% | |
| Electronic Components | -6.36% | |
| Electronic Manufacturing Services | -9.39% | |
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 48.4x.
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 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 | |
|---|---|---|---|---|---|
| NE Northeast Group Berhad | RM 0.69 | 5.3% +RM 25.9m | 78.2% | PE18.7x | |
| RGTECH Radiant Globaltech Berhad | RM 0.24 | 9.1% +RM 11.1m | -18.6% | PE15x | |
| PINEAPP Pineapple Resources Berhad | RM 0.84 | 11.3% +RM 4.1m | n/a | PS1.2x | |
| GUH GUH Holdings Berhad | RM 0.29 | 3.6% +RM 2.8m | -7.9% | PE1.2x | |
| VSOLAR Vsolar Group Berhad | RM 0.035 | 16.7% +RM 2.5m | -30.0% | PS1.4x |