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Malaysian (KLSE) Packaging Industry Analysis
UpdatedDec 22, 2024
DataAggregated Company Financials
Companies24
- 7D0.2%
- 3M-5.1%
- 1Y-4.4%
- YTD-3.7%
The Packaging is pretty flat in the last 7 days, but GE-Shen Corporation Berhad has stood out, gaining 5.6%. As for the longer term, the industry has declined 4.4% in the last year. Earnings are forecast to grow by 25% annually.
Industry Valuation and Performance
Has the Malaysian Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 22 Dec 2024 | RM 5.4b | RM 10.4b | RM 205.3m | 16.5x | 26.5x | 0.5x |
| Tue, 19 Nov 2024 | RM 5.5b | RM 10.3b | RM 331.2m | 12.2x | 16.7x | 0.5x |
| Thu, 17 Oct 2024 | RM 5.1b | RM 10.1b | RM 301.3m | 12.3x | 16.8x | 0.5x |
| Sat, 14 Sep 2024 | RM 5.1b | RM 10.1b | RM 292.7m | 12.5x | 17.5x | 0.5x |
| Mon, 12 Aug 2024 | RM 5.5b | RM 10.1b | RM 319.4m | 13.3x | 17.3x | 0.5x |
| Wed, 10 Jul 2024 | RM 6.0b | RM 10.1b | RM 319.3m | 14.8x | 18.6x | 0.6x |
| Fri, 07 Jun 2024 | RM 5.8b | RM 10.0b | RM 312.1m | 12.7x | 18.7x | 0.6x |
| Sun, 05 May 2024 | RM 5.9b | RM 9.9b | RM 360.4m | 12.3x | 16.3x | 0.6x |
| Tue, 02 Apr 2024 | RM 5.5b | RM 9.9b | RM 360.2m | 11.9x | 15.3x | 0.6x |
| Thu, 29 Feb 2024 | RM 5.3b | RM 9.9b | RM 334.9m | 11.1x | 15.8x | 0.5x |
| Sat, 27 Jan 2024 | RM 5.1b | RM 9.9b | RM 271.8m | 11.8x | 18.7x | 0.5x |
| Mon, 25 Dec 2023 | RM 5.1b | RM 9.9b | RM 272.5m | 11.7x | 18.6x | 0.5x |
| Wed, 22 Nov 2023 | RM 5.2b | RM 10.1b | RM 328.1m | 15.6x | 15.8x | 0.5x |
| Fri, 20 Oct 2023 | RM 5.1b | RM 10.1b | RM 336.1m | 15x | 15.1x | 0.5x |
| Sun, 17 Sep 2023 | RM 5.3b | RM 10.2b | RM 664.9m | 12.4x | 8x | 0.5x |
| Tue, 15 Aug 2023 | RM 5.3b | RM 10.5b | RM 545.9m | 11.3x | 9.7x | 0.5x |
| Thu, 13 Jul 2023 | RM 5.2b | RM 10.5b | RM 549.9m | 11.1x | 9.5x | 0.5x |
| Sat, 10 Jun 2023 | RM 4.6b | RM 7.3b | RM 486.3m | 11.1x | 9.4x | 0.6x |
| Mon, 08 May 2023 | RM 4.7b | RM 7.5b | RM 538.4m | 11.1x | 8.7x | 0.6x |
| Wed, 05 Apr 2023 | RM 4.7b | RM 7.5b | RM 541.4m | 11x | 8.7x | 0.6x |
| Fri, 03 Mar 2023 | RM 4.9b | RM 7.5b | RM 537.2m | 11.1x | 9.2x | 0.7x |
| Sun, 29 Jan 2023 | RM 5.1b | RM 7.6b | RM 464.7m | 11.1x | 11x | 0.7x |
| Tue, 27 Dec 2022 | RM 4.6b | RM 7.6b | RM 167.1m | 10.8x | 27.8x | 0.6x |
| Thu, 24 Nov 2022 | RM 4.5b | RM 7.3b | RM 147.6m | 9.4x | 30.5x | 0.6x |
| Sat, 22 Oct 2022 | RM 4.5b | RM 7.3b | RM 122.8m | 12.6x | 36.8x | 0.6x |
| Mon, 19 Sep 2022 | RM 4.5b | RM 7.2b | RM 117.3m | 13x | 38.7x | 0.6x |
| Wed, 17 Aug 2022 | RM 4.7b | RM 7.1b | RM 118.1m | 14.1x | 39.9x | 0.7x |
| Fri, 15 Jul 2022 | RM 4.6b | RM 7.0b | RM 112.7m | 9.9x | 40.4x | 0.7x |
| Sun, 12 Jun 2022 | RM 4.8b | RM 7.0b | RM 106.8m | 13.6x | 45.2x | 0.7x |
| Tue, 10 May 2022 | RM 5.0b | RM 6.8b | RM 136.6m | 15.9x | 36.7x | 0.7x |
| Thu, 07 Apr 2022 | RM 5.1b | RM 6.8b | RM 138.8m | 14.7x | 36.8x | 0.7x |
| Sat, 05 Mar 2022 | RM 5.1b | RM 6.8b | RM 152.2m | 12.3x | 33.7x | 0.7x |
| Mon, 31 Jan 2022 | RM 5.3b | RM 6.6b | RM 409.0m | 11.9x | 12.9x | 0.8x |
| Wed, 29 Dec 2021 | RM 5.5b | RM 6.6b | RM 413.0m | 12.2x | 13.4x | 0.8x |
Price to Earnings Ratio
13.4x
Current Industry PE
- Investors are optimistic on the Malaysian Packaging industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 25.9x which is higher than its 3-year average PE of 20.8x.
- The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have declined 20% per year over the last three years.
- Meanwhile revenues for these companies have grown 16% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Malaysian Materials industry?
| MY Market | -0.98% | |
| Materials | -4.34% | |
| Packaging | 0.15% | |
| Metal and Glass Containers | 1.88% | |
| Paper Packaging | -1.06% | |
Industry PE
- Investors are most optimistic about the Metal and Glass Containers industry which is trading above its 3-year average PE ratio of 25.6x.
- Analysts are expecting annual earnings growth of 36.5%, which is higher than its past year's earnings growth of 19.0% per year.
- Investors are most pessimistic about the Paper Packaging industry, which is trading below its 3-year average of 23.8x.
Forecasted Growth
- Analysts are most optimistic on the Metal and Glass Containers industry, expecting annual earnings growth of 37% over the next 5 years.
- This is better than its past earnings growth rate of 19% per year.
- In contrast, the Paper Packaging industry is expected to see its earnings grow by 21% 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 | |
|---|---|---|---|---|---|
| GESHEN GE-Shen Corporation Berhad | RM 3.98 | 5.6% +RM 27.0m | 243.1% | PE29.7x | |
| MEGAFB Mega Fortris Berhad | RM 0.63 | 2.5% +RM 12.7m | n/a | PE25.1x | |
| CANONE Can-One Berhad | RM 2.38 | 2.1% +RM 9.6m | -2.9% | PS0.1x | |
| DSS DS Sigma Holdings Berhad | RM 0.36 | 2.9% +RM 4.8m | 1.4% | PE16.5x | |
| SCGM SCGM Bhd | RM 0.68 | 3.0% +RM 3.9m | 18.3% | PE13.1x |