After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D5.8%
- 3M-10.6%
- 1Y-7.6%
- YTD-6.7%
The Electronic Equipment and Components industry has gained 5.8% in the last week and THMY Holdings Berhad up 16%. In the past year, the industry is down 7.6%. Looking forward, earnings are forecast to grow by 21% 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 |
|---|---|---|---|---|---|---|
| Wed, 22 Apr 2026 | RM 18.2b | RM 25.6b | RM 752.2m | 17.8x | 24.1x | 0.7x |
| Fri, 20 Mar 2026 | RM 18.0b | RM 25.7b | RM 735.0m | 14.7x | 24.5x | 0.7x |
| Sun, 15 Feb 2026 | RM 19.6b | RM 27.2b | RM 707.1m | 17.6x | 27.7x | 0.7x |
| Tue, 13 Jan 2026 | RM 20.9b | RM 27.0b | RM 728.6m | 17.7x | 28.7x | 0.8x |
| Thu, 11 Dec 2025 | RM 19.6b | RM 26.9b | RM 783.2m | 16.6x | 25x | 0.7x |
| Sat, 08 Nov 2025 | RM 20.2b | RM 27.1b | RM 655.4m | 21.4x | 30.9x | 0.7x |
| Mon, 06 Oct 2025 | RM 21.3b | RM 27.0b | RM 642.5m | 23.2x | 33.1x | 0.8x |
| Wed, 03 Sep 2025 | RM 19.8b | RM 26.0b | RM 716.5m | 18.9x | 27.7x | 0.8x |
| Fri, 01 Aug 2025 | RM 21.1b | RM 23.9b | RM 676.5m | 18.3x | 31.2x | 0.9x |
| Sun, 29 Jun 2025 | RM 20.8b | RM 23.8b | RM 667.2m | 19.5x | 31.2x | 0.9x |
| Tue, 27 May 2025 | RM 20.8b | RM 20.8b | RM 354.8m | 19.4x | 58.6x | 1x |
| Thu, 24 Apr 2025 | RM 19.0b | RM 20.7b | RM 348.8m | 16.9x | 54.4x | 0.9x |
| Sat, 22 Mar 2025 | RM 20.2b | RM 20.8b | RM 355.8m | 17.7x | 56.7x | 1x |
| Mon, 17 Feb 2025 | RM 24.6b | RM 17.7b | RM 364.8m | 25.3x | 67.4x | 1.4x |
| Wed, 15 Jan 2025 | RM 25.2b | RM 17.7b | RM 367.5m | 27.7x | 68.7x | 1.4x |
| Fri, 13 Dec 2024 | RM 25.9b | RM 17.7b | RM 367.5m | 26.1x | 70.4x | 1.5x |
| Sun, 10 Nov 2024 | RM 24.1b | RM 16.2b | RM 391.3m | 29.3x | 61.5x | 1.5x |
| Tue, 08 Oct 2024 | RM 22.0b | RM 16.1b | RM 372.7m | 28.5x | 59x | 1.4x |
| Thu, 05 Sep 2024 | RM 22.9b | RM 16.0b | RM 322.2m | 30.3x | 71.1x | 1.4x |
| Sat, 03 Aug 2024 | RM 26.3b | RM 16.0b | RM 360.2m | 30x | 72.9x | 1.6x |
| Mon, 01 Jul 2024 | RM 26.6b | RM 16.0b | RM 363.1m | 31.7x | 73.2x | 1.7x |
| Wed, 29 May 2024 | RM 24.0b | RM 15.9b | RM 293.7m | 26.3x | 81.8x | 1.5x |
| Fri, 26 Apr 2024 | RM 20.7b | RM 16.0b | RM 274.0m | 20.1x | 75.6x | 1.3x |
| Sun, 24 Mar 2024 | RM 19.6b | RM 16.2b | RM 280.7m | 20.5x | 69.9x | 1.2x |
| Tue, 20 Feb 2024 | RM 18.4b | RM 16.6b | RM 100.9m | 19.1x | 182.8x | 1.1x |
| Thu, 18 Jan 2024 | RM 18.0b | RM 16.6b | RM 101.8m | 19.5x | 176.9x | 1.1x |
| Sat, 16 Dec 2023 | RM 18.6b | RM 16.8b | RM 111.2m | 19.9x | 167x | 1.1x |
| Mon, 13 Nov 2023 | RM 18.2b | RM 17.4b | RM 379.7m | 21.6x | 48.1x | 1.1x |
| Wed, 11 Oct 2023 | RM 18.9b | RM 17.3b | RM 378.3m | 22.9x | 50x | 1.1x |
| Fri, 08 Sep 2023 | RM 19.0b | RM 17.1b | RM 348.1m | 25.5x | 54.5x | 1.1x |
| Sun, 06 Aug 2023 | RM 18.2b | RM 17.7b | RM 405.7m | 21.5x | 44.8x | 1x |
| Tue, 04 Jul 2023 | RM 18.1b | RM 17.8b | RM 597.8m | 21.6x | 30.3x | 1x |
| Thu, 01 Jun 2023 | RM 17.5b | RM 18.2b | RM 725.3m | 19.5x | 24.1x | 1x |
| Sat, 29 Apr 2023 | RM 18.9b | RM 18.2b | RM 720.9m | 18.2x | 26.2x | 1x |
Price to Earnings Ratio
26.2x
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 24.1x which is lower than its 3-year average PE of 58.9x.
- 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 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 | 1.59% | |
| Tech | 9.38% | |
| Electronic Equipment and Components | 5.84% | |
| Electronic Manufacturing Services | 9.43% | |
| Electronic Components | 8.24% | |
| Technology Distributors | 3.84% | |
| Electronic Equipment and Instruments | 2.52% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio.
- Analysts expect its future annual earnings growth (25.3%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Electronic Components industry, which is trading below its 3-year average of 48.3x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 25% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- 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 | |
|---|---|---|---|---|---|
| THMY THMY Holdings Berhad | RM 1.28 | 18.5% +RM 177.6m | n/a | PE113.2x | |
| UCHITEC Uchi Technologies Berhad | RM 2.82 | 8.0% +RM 97.2m | -5.7% | PE14.1x | |
| ATECH Aurelius Technologies Berhad | RM 0.75 | 9.5% +RM 84.5m | -26.9% | PE15x | |
| VSTECS VSTECS Berhad | RM 5.10 | 3.0% +RM 53.5m | 91.0% | PE18.5x | |
| NATGATE NationGate Holdings Berhad | RM 0.79 | 2.6% +RM 45.6m | -34.7% | PE14.4x |