There's Reason For Concern Over Omesti Berhad's (KLSE:OMESTI) Massive 31% Price Jump
Dec 29
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Malaysian (KLSE) Electronic Equipment and Components Industry Analysis
UpdatedDec 30, 2025
DataAggregated Company Financials
Companies38
- 7D-1.9%
- 3M-9.3%
- 1Y-30.3%
- YTD-30.2%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.9%, driven by a pullback from NationGate Holdings Berhad of 8.3%. Meanwhile, THMY Holdings Berhad actually outperformed within the industry, gaining 6.3% in the last week. Overall the industry is down 30% in 12 months. Earnings are forecast to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Tue, 30 Dec 2025 | RM 19.7b | RM 27.0b | RM 777.7m | 16.8x | 25.4x | 0.7x |
| Thu, 27 Nov 2025 | RM 19.8b | RM 27.1b | RM 705.1m | 19.5x | 28.1x | 0.7x |
| Sat, 25 Oct 2025 | RM 21.0b | RM 27.1b | RM 652.6m | 22.1x | 32.3x | 0.8x |
| Mon, 22 Sep 2025 | RM 20.6b | RM 26.0b | RM 736.0m | 19.2x | 28x | 0.8x |
| Wed, 20 Aug 2025 | RM 20.6b | RM 24.1b | RM 679.7m | 20.4x | 30.4x | 0.9x |
| Fri, 18 Jul 2025 | RM 20.9b | RM 23.8b | RM 667.2m | 19.2x | 31.3x | 0.9x |
| Sun, 15 Jun 2025 | RM 20.1b | RM 23.2b | RM 662.7m | 17.8x | 30.4x | 0.9x |
| Tue, 13 May 2025 | RM 20.7b | RM 20.7b | RM 353.8m | 17x | 58.4x | 1x |
| Thu, 10 Apr 2025 | RM 16.6b | RM 20.7b | RM 348.8m | 14.6x | 47.6x | 0.8x |
| Sat, 08 Mar 2025 | RM 20.9b | RM 20.8b | RM 355.8m | 18.9x | 58.9x | 1x |
| Mon, 03 Feb 2025 | RM 23.3b | RM 17.7b | RM 364.8m | 26x | 63.9x | 1.3x |
| Wed, 01 Jan 2025 | RM 26.6b | RM 17.7b | RM 367.5m | 27.3x | 72.3x | 1.5x |
| Fri, 29 Nov 2024 | RM 24.1b | RM 17.7b | RM 403.4m | 32.6x | 59.6x | 1.4x |
| Sun, 27 Oct 2024 | RM 23.5b | RM 16.3b | RM 409.3m | 27.4x | 57.5x | 1.4x |
| Tue, 24 Sep 2024 | RM 23.5b | RM 16.0b | RM 351.0m | 30.6x | 66.9x | 1.5x |
| Thu, 22 Aug 2024 | RM 25.5b | RM 16.0b | RM 374.1m | 28.7x | 68.1x | 1.6x |
| Sat, 20 Jul 2024 | RM 28.8b | RM 16.0b | RM 363.1m | 32.5x | 79.4x | 1.8x |
| Mon, 17 Jun 2024 | RM 26.6b | RM 15.9b | RM 327.6m | 35x | 81.2x | 1.7x |
| Wed, 15 May 2024 | RM 22.3b | RM 16.0b | RM 274.0m | 24.2x | 81.5x | 1.4x |
| Fri, 12 Apr 2024 | RM 20.2b | RM 15.9b | RM 273.3m | 20.1x | 73.9x | 1.3x |
| Sun, 10 Mar 2024 | RM 18.4b | RM 16.2b | RM 280.7m | 19.4x | 65.5x | 1.1x |
| Tue, 06 Feb 2024 | RM 17.6b | RM 16.6b | RM 100.9m | 18.5x | 174.9x | 1.1x |
| Thu, 04 Jan 2024 | RM 18.7b | RM 16.6b | RM 101.8m | 20.1x | 183.7x | 1.1x |
| Sat, 02 Dec 2023 | RM 18.5b | RM 16.8b | RM 124.1m | 19.5x | 148.7x | 1.1x |
| Mon, 30 Oct 2023 | RM 17.9b | RM 17.3b | RM 379.6m | 21.2x | 47.1x | 1x |
| Wed, 27 Sep 2023 | RM 19.4b | RM 17.2b | RM 340.2m | 25.2x | 57x | 1.1x |
| Fri, 25 Aug 2023 | RM 18.8b | RM 17.6b | RM 413.1m | 22.9x | 45.6x | 1.1x |
| Sun, 23 Jul 2023 | RM 18.5b | RM 17.8b | RM 597.8m | 22x | 30.9x | 1x |
| Tue, 20 Jun 2023 | RM 18.0b | RM 17.7b | RM 590.4m | 21.7x | 30.4x | 1x |
| Thu, 18 May 2023 | RM 18.0b | RM 18.2b | RM 721.3m | 17.2x | 24.9x | 1x |
| Sat, 15 Apr 2023 | RM 19.0b | RM 18.2b | RM 720.4m | 19x | 26.4x | 1x |
| Mon, 13 Mar 2023 | RM 18.9b | RM 17.7b | RM 717.1m | 18.9x | 26.4x | 1.1x |
| Wed, 08 Feb 2023 | RM 18.9b | RM 17.8b | RM 827.8m | 20.6x | 22.8x | 1.1x |
| Fri, 06 Jan 2023 | RM 14.8b | RM 17.1b | RM 771.3m | 17.6x | 19.2x | 0.9x |
Price to Earnings Ratio
19.2x
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 25.4x which is lower than its 3-year average PE of 58.7x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.73x.
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 17% 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 | 0.34% | |
| Tech | -1.31% | |
| Electronic Equipment and Components | -1.87% | |
| Technology Distributors | -0.16% | |
| Electronic Equipment and Instruments | -1.48% | |
| Electronic Components | -2.33% | |
| Electronic Manufacturing Services | -2.72% | |
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 (19.2%) 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 49.4x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 29% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 14% 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 0.91 | 8.4% +RM 62.2m | n/a | PE80x | |
| CREST Crest Group Berhad | RM 0.22 | 12.8% +RM 21.6m | -24.1% | PE17.8x | |
| MIKROMB Mikro MSC Berhad | RM 0.24 | 4.3% +RM 10.7m | 9.1% | PE10.7x | |
| VSTECS VSTECS Berhad | RM 4.04 | 0.7% +RM 10.7m | 0% | PE16.9x | |
| OMESTI Omesti Berhad | RM 0.085 | 6.3% +RM 10.1m | -39.3% | PS2.5x |
