After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
Have your own idea? Try our Stock Screener
- 7D-8.3%
- 3M-15.7%
- 1Y-24.2%
- YTD-16.0%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 8.3%, driven by ITMAX System Berhad declining 7.3%. On the other hand Amlex Holdings Berhad is actually up 39%. The industry has fallen 24% 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 |
|---|---|---|---|---|---|---|
| Tue, 31 Mar 2026 | RM 16.3b | RM 25.6b | RM 752.1m | 14.6x | 21.7x | 0.6x |
| Thu, 26 Feb 2026 | RM 19.7b | RM 27.2b | RM 779.8m | 17.8x | 25.2x | 0.7x |
| Sat, 24 Jan 2026 | RM 21.0b | RM 27.0b | RM 728.6m | 16.8x | 28.9x | 0.8x |
| Mon, 22 Dec 2025 | RM 20.1b | RM 27.0b | RM 777.7m | 16.6x | 25.9x | 0.7x |
| Wed, 19 Nov 2025 | RM 19.9b | RM 27.3b | RM 661.6m | 21.3x | 30.1x | 0.7x |
| Fri, 17 Oct 2025 | RM 20.4b | RM 27.0b | RM 642.5m | 21x | 31.7x | 0.8x |
| Sun, 14 Sep 2025 | RM 19.8b | RM 26.0b | RM 736.0m | 19.1x | 26.9x | 0.8x |
| Tue, 12 Aug 2025 | RM 20.6b | RM 23.9b | RM 674.8m | 16.5x | 30.6x | 0.9x |
| Thu, 10 Jul 2025 | RM 20.7b | RM 23.8b | RM 667.2m | 19.1x | 31.1x | 0.9x |
| Sat, 07 Jun 2025 | RM 20.1b | RM 23.3b | RM 707.2m | 17x | 28.5x | 0.9x |
| Mon, 05 May 2025 | RM 20.4b | RM 20.7b | RM 353.8m | 17.7x | 57.7x | 1x |
| Wed, 02 Apr 2025 | RM 20.4b | RM 20.7b | RM 348.9m | 18.6x | 58.5x | 1x |
| Fri, 28 Feb 2025 | RM 23.4b | RM 17.8b | RM 339.8m | 22.5x | 68.8x | 1.3x |
| Sun, 26 Jan 2025 | RM 24.4b | RM 17.7b | RM 364.8m | 26.3x | 66.8x | 1.4x |
| Tue, 24 Dec 2024 | RM 25.8b | RM 17.7b | RM 367.5m | 26.3x | 70.1x | 1.5x |
| Thu, 21 Nov 2024 | RM 24.4b | RM 16.4b | RM 360.4m | 32.1x | 67.6x | 1.5x |
| Sat, 19 Oct 2024 | RM 22.7b | RM 16.1b | RM 372.7m | 31x | 61x | 1.4x |
| Mon, 16 Sep 2024 | RM 22.4b | RM 16.0b | RM 351.0m | 30.5x | 63.7x | 1.4x |
| Wed, 14 Aug 2024 | RM 25.9b | RM 16.0b | RM 375.0m | 30.9x | 69.1x | 1.6x |
| Fri, 12 Jul 2024 | RM 28.3b | RM 16.0b | RM 363.1m | 33.3x | 78x | 1.8x |
| Sun, 09 Jun 2024 | RM 25.1b | RM 15.9b | RM 327.7m | 31.8x | 76.7x | 1.6x |
| Tue, 07 May 2024 | RM 21.6b | RM 16.0b | RM 274.0m | 23x | 78.9x | 1.4x |
| Thu, 04 Apr 2024 | RM 20.3b | RM 15.9b | RM 273.2m | 20x | 74.4x | 1.3x |
| Sat, 02 Mar 2024 | RM 18.6b | RM 16.2b | RM 254.2m | 19.3x | 73.1x | 1.1x |
| Mon, 29 Jan 2024 | RM 17.9b | RM 16.6b | RM 102.3m | 19.3x | 175.2x | 1.1x |
| Wed, 27 Dec 2023 | RM 18.5b | RM 16.7b | RM 104.3m | 20.1x | 177.7x | 1.1x |
| Fri, 24 Nov 2023 | RM 18.7b | RM 17.2b | RM 381.4m | 22.8x | 49.1x | 1.1x |
| Sun, 22 Oct 2023 | RM 18.4b | RM 17.3b | RM 378.3m | 22.4x | 48.7x | 1.1x |
| Tue, 19 Sep 2023 | RM 18.8b | RM 17.1b | RM 348.1m | 25x | 54x | 1.1x |
| Thu, 17 Aug 2023 | RM 18.8b | RM 17.7b | RM 408.4m | 23.9x | 46x | 1.1x |
| Sat, 15 Jul 2023 | RM 18.3b | RM 17.8b | RM 597.8m | 22.1x | 30.6x | 1x |
| Mon, 12 Jun 2023 | RM 17.3b | RM 17.6b | RM 614.6m | 19.4x | 28.2x | 1x |
| Wed, 10 May 2023 | RM 18.1b | RM 18.2b | RM 720.9m | 17.4x | 25.1x | 1x |
| Fri, 07 Apr 2023 | RM 18.4b | RM 18.2b | RM 720.3m | 19.1x | 25.5x | 1x |
Price to Earnings Ratio
25.5x
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 21.7x 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 0.64x.
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 | -1.70% | |
| Tech | -5.56% | |
| Electronic Equipment and Components | -8.29% | |
| Technology Distributors | -6.02% | |
| Electronic Equipment and Instruments | -6.98% | |
| Electronic Components | -9.31% | |
| Electronic Manufacturing Services | -10.41% | |
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 | |
|---|---|---|---|---|---|
| XOXNET Xox Networks Berhad | RM 0.035 | 75.0% +RM 17.0m | 16.7% | PS3.6x | |
| GLOTEC Globaltec Formation Berhad | RM 0.94 | 6.3% +RM 14.8m | 94.8% | PE31.9x | |
| AMLEX Amlex Holdings Berhad | RM 0.16 | 39.1% +RM 12.1m | n/a | PE17.8x | |
| HM Harvest Miracle Capital Berhad | RM 0.14 | 3.7% +RM 10.3m | -3.4% | PE39.9x | |
| SCOPE Scope Industries Berhad | RM 0.075 | 7.1% +RM 5.8m | -21.1% | PE3.2x |