After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D3.9%
- 3M-18.6%
- 1Y-13.0%
- YTD-13.3%
The Electronic Equipment and Components industry is up 3.9% in the last week, with NationGate Holdings Berhad up 11%. Meanwhile, Cnergenz Berhad actually underperformed within the industry, shrinking 8.6% in the last week. However, the industry is down 13% over the past year. 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 |
|---|---|---|---|---|---|---|
| Fri, 10 Apr 2026 | RM 16.9b | RM 25.6b | RM 752.2m | 15.9x | 22.4x | 0.7x |
| Sun, 08 Mar 2026 | RM 17.8b | RM 25.7b | RM 735.9m | 15.4x | 24.2x | 0.7x |
| Tue, 03 Feb 2026 | RM 19.9b | RM 27.0b | RM 728.2m | 17.3x | 27.3x | 0.7x |
| Thu, 01 Jan 2026 | RM 19.5b | RM 27.0b | RM 728.6m | 16.8x | 26.8x | 0.7x |
| Sat, 29 Nov 2025 | RM 19.8b | RM 26.8b | RM 728.1m | 19x | 27.2x | 0.7x |
| Mon, 27 Oct 2025 | RM 21.1b | RM 27.1b | RM 652.6m | 22.1x | 32.3x | 0.8x |
| Wed, 24 Sep 2025 | RM 20.9b | RM 26.0b | RM 736.0m | 19.6x | 28.4x | 0.8x |
| Fri, 22 Aug 2025 | RM 20.2b | RM 24.1b | RM 679.3m | 21.2x | 29.8x | 0.8x |
| Sun, 20 Jul 2025 | RM 20.7b | RM 23.8b | RM 667.2m | 18.7x | 31.1x | 0.9x |
| Tue, 17 Jun 2025 | RM 19.9b | RM 23.2b | RM 662.7m | 17.5x | 30.1x | 0.9x |
| Thu, 15 May 2025 | RM 22.4b | RM 20.7b | RM 353.8m | 19.5x | 63.2x | 1.1x |
| Sat, 12 Apr 2025 | RM 18.3b | RM 20.7b | RM 348.8m | 16x | 52.5x | 0.9x |
| Mon, 10 Mar 2025 | RM 20.9b | RM 20.8b | RM 355.8m | 18.9x | 58.9x | 1x |
| Wed, 05 Feb 2025 | RM 23.6b | RM 17.7b | RM 364.8m | 25.6x | 64.7x | 1.3x |
| Fri, 03 Jan 2025 | RM 26.9b | RM 17.7b | RM 367.5m | 27.3x | 73.3x | 1.5x |
| Sun, 01 Dec 2024 | RM 24.0b | RM 17.6b | RM 361.5m | 28.5x | 66.3x | 1.4x |
| Tue, 29 Oct 2024 | RM 23.3b | RM 16.2b | RM 391.1m | 28.7x | 59.7x | 1.4x |
| Thu, 26 Sep 2024 | RM 22.7b | RM 20.3b | RM 8.7b | 30.3x | 2.6x | 1.1x |
| Sat, 24 Aug 2024 | RM 23.3b | RM 15.5b | RM 311.2m | 33x | 75x | 1.5x |
| Mon, 22 Jul 2024 | RM 28.7b | RM 16.0b | RM 363.1m | 32.5x | 79x | 1.8x |
| Wed, 19 Jun 2024 | RM 26.8b | RM 15.9b | RM 327.6m | 34.5x | 81.9x | 1.7x |
| Fri, 17 May 2024 | RM 22.9b | RM 15.9b | RM 273.5m | 24.1x | 83.6x | 1.4x |
| Sun, 14 Apr 2024 | RM 20.3b | RM 15.9b | RM 273.3m | 20.4x | 74.1x | 1.3x |
| Tue, 12 Mar 2024 | RM 18.4b | RM 16.2b | RM 280.7m | 20x | 65.6x | 1.1x |
| Thu, 08 Feb 2024 | RM 17.7b | RM 16.6b | RM 100.9m | 18.6x | 175.6x | 1.1x |
| Sat, 06 Jan 2024 | RM 18.8b | RM 16.6b | RM 101.8m | 20.8x | 185x | 1.1x |
| Mon, 04 Dec 2023 | RM 18.5b | RM 16.8b | RM 121.1m | 19.5x | 152.4x | 1.1x |
| Wed, 01 Nov 2023 | RM 18.0b | RM 17.3b | RM 379.6m | 20.9x | 47.4x | 1x |
| Fri, 29 Sep 2023 | RM 19.3b | RM 17.3b | RM 374.9m | 23.6x | 51.4x | 1.1x |
| Sun, 27 Aug 2023 | RM 18.8b | RM 17.5b | RM 388.4m | 23.1x | 48.4x | 1.1x |
| Tue, 25 Jul 2023 | RM 18.3b | RM 17.8b | RM 597.8m | 21.3x | 30.6x | 1x |
| Thu, 22 Jun 2023 | RM 18.1b | RM 17.7b | RM 590.4m | 21.9x | 30.7x | 1x |
| Sat, 20 May 2023 | RM 17.8b | RM 18.2b | RM 731.9m | 17.2x | 24.3x | 1x |
| Mon, 17 Apr 2023 | RM 19.0b | RM 18.2b | RM 720.4m | 19x | 26.4x | 1x |
Price to Earnings Ratio
26.4x
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 22.4x 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 0.66x.
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 | 0.13% | |
| Tech | 3.93% | |
| Electronic Equipment and Components | 3.92% | |
| Electronic Components | 6.75% | |
| Technology Distributors | 4.98% | |
| Electronic Manufacturing Services | 4.58% | |
| Electronic Equipment and Instruments | 1.78% | |
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 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 | |
|---|---|---|---|---|---|
| VSTECS VSTECS Berhad | RM 4.89 | 9.4% +RM 149.8m | 82.5% | PE17.8x | |
| ITMAX ITMAX System Berhad | RM 4.63 | 2.7% +RM 124.3m | 26.8% | PE51.3x | |
| NATGATE NationGate Holdings Berhad | RM 0.73 | 6.5% +RM 102.5m | -40.2% | PE13.4x | |
| SNS SNS Network Technology Berhad | RM 0.46 | 12.2% +RM 83.8m | 13.6% | PE16.8x | |
| THMY THMY Holdings Berhad | RM 0.98 | 4.8% +RM 40.0m | n/a | PE87.1x |