After Leaping 31% THMY Holdings Berhad (KLSE:THMY) Shares Are Not Flying Under The Radar
Jan 23
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- 7D4.9%
- 3M-17.0%
- 1Y-13.1%
- YTD-11.8%
Over the last 7 days, the Electronic Equipment and Components industry has risen 4.9%, driven by gains from ITMAX System Berhad of 6.1%. In the same time, Xox Networks Berhad was down 17%. 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 |
|---|---|---|---|---|---|---|
| Wed, 15 Apr 2026 | RM 17.1b | RM 25.6b | RM 752.2m | 17x | 22.8x | 0.7x |
| Fri, 13 Mar 2026 | RM 17.4b | RM 25.7b | RM 735.0m | 14.6x | 23.6x | 0.7x |
| Sun, 08 Feb 2026 | RM 19.3b | RM 27.0b | RM 728.5m | 16.1x | 26.5x | 0.7x |
| Tue, 06 Jan 2026 | RM 20.2b | RM 27.0b | RM 728.6m | 17.3x | 27.7x | 0.7x |
| Thu, 04 Dec 2025 | RM 19.8b | RM 26.9b | RM 797.1m | 17.3x | 24.8x | 0.7x |
| Sat, 01 Nov 2025 | RM 20.7b | RM 27.1b | RM 653.6m | 22.3x | 31.7x | 0.8x |
| Mon, 29 Sep 2025 | RM 20.7b | RM 27.4b | RM 750.3m | 19.3x | 27.6x | 0.8x |
| Wed, 27 Aug 2025 | RM 20.1b | RM 24.0b | RM 650.5m | 21.3x | 30.9x | 0.8x |
| Fri, 25 Jul 2025 | RM 20.8b | RM 23.9b | RM 676.5m | 18.4x | 30.8x | 0.9x |
| Sun, 22 Jun 2025 | RM 20.2b | RM 23.2b | RM 660.7m | 18.5x | 30.6x | 0.9x |
| Tue, 20 May 2025 | RM 21.2b | RM 20.8b | RM 357.2m | 18.4x | 59.5x | 1x |
| Thu, 17 Apr 2025 | RM 18.4b | RM 20.7b | RM 348.8m | 16.6x | 52.8x | 0.9x |
| Sat, 15 Mar 2025 | RM 20.5b | RM 20.8b | RM 355.8m | 18.7x | 57.7x | 1x |
| Mon, 10 Feb 2025 | RM 24.6b | RM 17.7b | RM 364.8m | 26.4x | 67.4x | 1.4x |
| Wed, 08 Jan 2025 | RM 27.9b | RM 17.7b | RM 367.5m | 28.4x | 75.9x | 1.6x |
| Fri, 06 Dec 2024 | RM 25.5b | RM 17.7b | RM 359.3m | 26.5x | 71x | 1.4x |
| Sun, 03 Nov 2024 | RM 23.7b | RM 16.4b | RM 409.0m | 27x | 57.8x | 1.4x |
| Tue, 01 Oct 2024 | RM 22.3b | RM 16.1b | RM 372.7m | 30.3x | 59.9x | 1.4x |
| Thu, 29 Aug 2024 | RM 22.3b | RM 15.5b | RM 322.7m | 30.5x | 69.3x | 1.4x |
| Sat, 27 Jul 2024 | RM 27.3b | RM 16.0b | RM 363.7m | 32.1x | 75.1x | 1.7x |
| Mon, 24 Jun 2024 | RM 27.6b | RM 16.1b | RM 367.2m | 32.2x | 75.1x | 1.7x |
| Wed, 22 May 2024 | RM 23.8b | RM 16.0b | RM 293.4m | 25x | 80.9x | 1.5x |
| Fri, 19 Apr 2024 | RM 19.9b | RM 15.9b | RM 273.3m | 20.1x | 72.8x | 1.3x |
| Sun, 17 Mar 2024 | RM 18.5b | RM 16.2b | RM 280.7m | 19.8x | 66x | 1.1x |
| Tue, 13 Feb 2024 | RM 18.0b | RM 16.6b | RM 100.9m | 18.4x | 178.2x | 1.1x |
| Thu, 11 Jan 2024 | RM 18.6b | RM 16.6b | RM 101.8m | 20.3x | 182.7x | 1.1x |
| Sat, 09 Dec 2023 | RM 18.4b | RM 16.8b | RM 121.1m | 19.3x | 151.7x | 1.1x |
| Mon, 06 Nov 2023 | RM 18.2b | RM 17.4b | RM 379.6m | 21.3x | 47.8x | 1x |
| Wed, 04 Oct 2023 | RM 19.1b | RM 17.3b | RM 378.3m | 22.6x | 50.4x | 1.1x |
| Fri, 01 Sep 2023 | RM 18.9b | RM 17.1b | RM 359.2m | 24.8x | 52.5x | 1.1x |
| Sun, 30 Jul 2023 | RM 18.5b | RM 17.8b | RM 597.8m | 21.2x | 31x | 1x |
| Tue, 27 Jun 2023 | RM 18.3b | RM 17.7b | RM 590.4m | 21.6x | 31x | 1x |
| Thu, 25 May 2023 | RM 17.3b | RM 18.2b | RM 732.5m | 18.5x | 23.6x | 0.9x |
| Sat, 22 Apr 2023 | RM 18.9b | RM 18.2b | RM 720.9m | 18.5x | 26.2x | 1x |
Price to Earnings Ratio
26.2x
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 22.8x which is lower than its 3-year average PE of 58.9x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.67x.
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 | 1.24% | |
| Tech | 5.95% | |
| Electronic Equipment and Components | 4.91% | |
| Technology Distributors | 7.13% | |
| Electronic Equipment and Instruments | 5.87% | |
| Electronic Manufacturing Services | 3.47% | |
| Electronic Components | 2.68% | |
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 48.3x.
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 | |
|---|---|---|---|---|---|
| ITMAX ITMAX System Berhad | RM 4.94 | 5.1% +RM 248.6m | 33.9% | PE54.7x | |
| ATECH Aurelius Technologies Berhad | RM 0.69 | 9.6% +RM 78.0m | -31.5% | PE13.7x | |
| THMY THMY Holdings Berhad | RM 1.08 | 8.0% +RM 71.0m | n/a | PE95.5x | |
| VSTECS VSTECS Berhad | RM 4.95 | 2.7% +RM 46.4m | 84.0% | PE18x | |
| NATGATE NationGate Holdings Berhad | RM 0.77 | 2.7% +RM 45.6m | -34.2% | PE14x |