After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D1.6%
- 3M-10.0%
- 1Y-18.2%
- YTD-8.4%
Over the last 7 days, the Electronic Equipment and Components industry has risen 1.6%, driven by gains from NationGate Holdings Berhad of 4.0%. Meanwhile, SKP Resources Bhd actually underperformed within the industry, shrinking 9.2% in the last week. In the past year, the industry is down 18%. Earnings are forecast to grow by 17% 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, 25 Mar 2026 | RM 18.0b | RM 25.7b | RM 735.0m | 14.7x | 24.5x | 0.7x |
| Fri, 20 Feb 2026 | RM 20.0b | RM 27.2b | RM 707.1m | 17.7x | 28.2x | 0.7x |
| Sun, 18 Jan 2026 | RM 21.0b | RM 27.0b | RM 728.6m | 17.7x | 28.8x | 0.8x |
| Tue, 16 Dec 2025 | RM 19.7b | RM 27.0b | RM 777.7m | 16.8x | 25.4x | 0.7x |
| Thu, 13 Nov 2025 | RM 20.7b | RM 27.1b | RM 655.4m | 21.6x | 31.5x | 0.8x |
| Sat, 11 Oct 2025 | RM 21.0b | RM 27.0b | RM 642.5m | 22.5x | 32.6x | 0.8x |
| Mon, 08 Sep 2025 | RM 20.1b | RM 26.0b | RM 736.0m | 19x | 27.3x | 0.8x |
| Wed, 06 Aug 2025 | RM 21.0b | RM 23.9b | RM 675.0m | 17.6x | 31.2x | 0.9x |
| Fri, 04 Jul 2025 | RM 21.4b | RM 23.8b | RM 667.2m | 19.7x | 32.1x | 0.9x |
| Sun, 01 Jun 2025 | RM 20.6b | RM 23.4b | RM 477.9m | 18.1x | 43.2x | 0.9x |
| Tue, 29 Apr 2025 | RM 19.5b | RM 20.7b | RM 348.8m | 17.3x | 56x | 0.9x |
| Thu, 27 Mar 2025 | RM 20.6b | RM 20.8b | RM 351.9m | 19x | 58.6x | 1x |
| Sat, 22 Feb 2025 | RM 24.0b | RM 17.7b | RM 370.7m | 22.6x | 64.7x | 1.4x |
| Mon, 20 Jan 2025 | RM 24.5b | RM 17.7b | RM 367.5m | 25x | 66.7x | 1.4x |
| Wed, 18 Dec 2024 | RM 25.7b | RM 17.7b | RM 367.5m | 26.1x | 70x | 1.5x |
| Fri, 15 Nov 2024 | RM 23.9b | RM 16.2b | RM 391.3m | 29.1x | 61.1x | 1.5x |
| Sun, 13 Oct 2024 | RM 22.4b | RM 16.1b | RM 372.7m | 29.8x | 60.2x | 1.4x |
| Tue, 10 Sep 2024 | RM 22.2b | RM 16.0b | RM 351.0m | 29.9x | 63.2x | 1.4x |
| Thu, 08 Aug 2024 | RM 24.8b | RM 16.0b | RM 375.0m | 30.5x | 66.1x | 1.5x |
| Sat, 06 Jul 2024 | RM 27.8b | RM 16.0b | RM 363.1m | 32.3x | 76.5x | 1.7x |
| Mon, 03 Jun 2024 | RM 24.0b | RM 15.9b | RM 303.6m | 28.1x | 79.2x | 1.5x |
| Wed, 01 May 2024 | RM 21.0b | RM 16.0b | RM 274.0m | 21.2x | 76.6x | 1.3x |
| Fri, 29 Mar 2024 | RM 19.7b | RM 15.9b | RM 273.2m | 20.5x | 72.2x | 1.2x |
| Sun, 25 Feb 2024 | RM 18.8b | RM 16.5b | RM 121.8m | 19.8x | 154.5x | 1.1x |
| Tue, 23 Jan 2024 | RM 18.1b | RM 16.6b | RM 101.8m | 19.5x | 177.9x | 1.1x |
| Thu, 21 Dec 2023 | RM 18.6b | RM 16.8b | RM 111.2m | 19.9x | 167.5x | 1.1x |
| Sat, 18 Nov 2023 | RM 18.4b | RM 17.1b | RM 363.1m | 23.1x | 50.5x | 1.1x |
| Mon, 16 Oct 2023 | RM 18.9b | RM 17.3b | RM 378.3m | 23x | 49.9x | 1.1x |
| Wed, 13 Sep 2023 | RM 18.7b | RM 17.1b | RM 348.1m | 25.3x | 53.7x | 1.1x |
| Fri, 11 Aug 2023 | RM 18.4b | RM 17.7b | RM 405.7m | 22.4x | 45.3x | 1x |
| Sun, 09 Jul 2023 | RM 17.8b | RM 17.8b | RM 597.8m | 21.8x | 29.8x | 1x |
| Tue, 06 Jun 2023 | RM 17.4b | RM 17.6b | RM 614.6m | 19.5x | 28.3x | 1x |
| Thu, 04 May 2023 | RM 18.7b | RM 18.2b | RM 720.9m | 17.9x | 25.9x | 1x |
| Sat, 01 Apr 2023 | RM 18.0b | RM 18.2b | RM 720.3m | 18.6x | 25x | 1x |
Price to Earnings Ratio
25x
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 24.5x 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 0.70x.
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 | 0.36% | |
| Tech | -0.031% | |
| Electronic Equipment and Components | 1.56% | |
| Electronic Equipment and Instruments | 3.43% | |
| Electronic Components | 1.58% | |
| Technology Distributors | 1.02% | |
| Electronic Manufacturing Services | 0.20% | |
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 Electronic Manufacturing Services 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 | |
|---|---|---|---|---|---|
| NATGATE NationGate Holdings Berhad | RM 0.65 | 4.0% +RM 56.9m | -52.9% | PE11.8x | |
| NE Northeast Group Berhad | RM 0.63 | 6.8% +RM 29.6m | 51.8% | PE17x | |
| SNS SNS Network Technology Berhad | RM 0.42 | 2.4% +RM 16.8m | -4.5% | PE14x | |
| CNERGEN Cnergenz Berhad | RM 0.45 | 7.1% +RM 14.9m | 18.4% | PE74.6x | |
| AMLEX Amlex Holdings Berhad | RM 0.17 | 41.7% +RM 13.4m | n/a | PE18.9x |