After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D4.2%
- 3M-17.9%
- 1Y-12.0%
- YTD-12.6%
In the last week, the Electronic Equipment and Components industry is up 4.2%, with VSTECS Berhad up 9.4%. Meanwhile, Radiant Globaltech Berhad actually underperformed within the industry, shrinking 6.3% in the last week. In the past year, the industry is down 12%. 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 |
|---|---|---|---|---|---|---|
| Sun, 12 Apr 2026 | RM 17.0b | RM 25.6b | RM 752.2m | 16.8x | 22.6x | 0.7x |
| Tue, 10 Mar 2026 | RM 16.9b | RM 25.7b | RM 735.0m | 14.3x | 23x | 0.7x |
| Thu, 05 Feb 2026 | RM 20.0b | RM 27.0b | RM 728.2m | 17x | 27.5x | 0.7x |
| Sat, 03 Jan 2026 | RM 19.6b | RM 27.0b | RM 728.6m | 16.8x | 26.9x | 0.7x |
| Mon, 01 Dec 2025 | RM 19.8b | RM 26.9b | RM 791.6m | 16.9x | 25x | 0.7x |
| Wed, 29 Oct 2025 | RM 20.9b | RM 27.1b | RM 653.6m | 22.1x | 32x | 0.8x |
| Fri, 26 Sep 2025 | RM 20.9b | RM 26.0b | RM 736.0m | 19.4x | 28.4x | 0.8x |
| Sun, 24 Aug 2025 | RM 20.0b | RM 24.0b | RM 650.5m | 21.1x | 30.8x | 0.8x |
| Tue, 22 Jul 2025 | RM 20.6b | RM 23.9b | RM 677.2m | 18.4x | 30.4x | 0.9x |
| Thu, 19 Jun 2025 | RM 20.2b | RM 23.2b | RM 660.7m | 17.3x | 30.5x | 0.9x |
| Sat, 17 May 2025 | RM 21.9b | RM 20.8b | RM 357.2m | 19.1x | 61.3x | 1.1x |
| Mon, 14 Apr 2025 | RM 18.3b | RM 20.7b | RM 348.8m | 16x | 52.5x | 0.9x |
| Wed, 12 Mar 2025 | RM 19.6b | RM 20.8b | RM 355.8m | 16.5x | 55x | 0.9x |
| Fri, 07 Feb 2025 | RM 24.5b | RM 17.7b | RM 364.8m | 26.4x | 67.1x | 1.4x |
| Sun, 05 Jan 2025 | RM 26.9b | RM 17.7b | RM 367.5m | 27.3x | 73.1x | 1.5x |
| Tue, 03 Dec 2024 | RM 24.7b | RM 17.6b | RM 361.4m | 28.9x | 68.2x | 1.4x |
| Thu, 31 Oct 2024 | RM 23.6b | RM 16.4b | RM 409.3m | 26.8x | 57.7x | 1.4x |
| Sat, 28 Sep 2024 | RM 22.5b | RM 16.1b | RM 372.7m | 30.7x | 60.4x | 1.4x |
| Mon, 26 Aug 2024 | RM 23.3b | RM 15.4b | RM 309.5m | 33x | 75.4x | 1.5x |
| Wed, 24 Jul 2024 | RM 28.4b | RM 16.0b | RM 363.1m | 32.4x | 78.2x | 1.8x |
| Fri, 21 Jun 2024 | RM 26.6b | RM 15.9b | RM 355.3m | 33.7x | 74.8x | 1.7x |
| Sun, 19 May 2024 | RM 23.3b | RM 15.9b | RM 273.9m | 25x | 85.1x | 1.5x |
| Tue, 16 Apr 2024 | RM 19.9b | RM 15.9b | RM 273.3m | 19.9x | 72.8x | 1.2x |
| Thu, 14 Mar 2024 | RM 18.4b | RM 16.2b | RM 280.7m | 19.9x | 65.5x | 1.1x |
| Sat, 10 Feb 2024 | RM 17.9b | RM 16.6b | RM 100.9m | 18.4x | 177.8x | 1.1x |
| Mon, 08 Jan 2024 | RM 18.8b | RM 16.6b | RM 101.8m | 20.8x | 185x | 1.1x |
| Wed, 06 Dec 2023 | RM 18.4b | RM 16.8b | RM 121.1m | 19.5x | 151.7x | 1.1x |
| Fri, 03 Nov 2023 | RM 18.1b | RM 17.3b | RM 379.6m | 20.9x | 47.6x | 1x |
| Sun, 01 Oct 2023 | RM 19.3b | RM 17.3b | RM 378.3m | 23x | 50.9x | 1.1x |
| Tue, 29 Aug 2023 | RM 18.6b | RM 17.5b | RM 388.4m | 22.8x | 48x | 1.1x |
| Thu, 27 Jul 2023 | RM 18.4b | RM 17.8b | RM 597.8m | 21.5x | 30.9x | 1x |
| Sat, 24 Jun 2023 | RM 18.1b | RM 17.7b | RM 590.4m | 21.9x | 30.7x | 1x |
| Mon, 22 May 2023 | RM 17.8b | RM 18.2b | RM 723.4m | 18.4x | 24.6x | 1x |
| Wed, 19 Apr 2023 | RM 19.3b | RM 18.2b | RM 720.4m | 18.8x | 26.7x | 1.1x |
Price to Earnings Ratio
26.7x
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 22.6x 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 | 0.42% | |
| Tech | 4.03% | |
| Electronic Equipment and Components | 4.16% | |
| Technology Distributors | 7.28% | |
| Electronic Manufacturing Services | 4.28% | |
| Electronic Components | 2.73% | |
| Electronic Equipment and Instruments | 2.66% | |
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 24% 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 |