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Malaysian (KLSE) Packaging Industry Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies24
- 7D-0.3%
- 3M-7.3%
- 1Y-4.8%
- YTD-2.5%
The Packaging is pretty flat in the last 7 days, but Master-Pack Group Berhad has stood out, gaining 3.8%. As for the longer term, the industry has declined 4.8% in the last year. Earnings are forecast to grow by 22% 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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | RM 5.5b | RM 10.3b | RM 332.5m | 12.3x | 16.6x | 0.5x |
| Sat, 19 Oct 2024 | RM 5.0b | RM 10.1b | RM 300.0m | 12.3x | 16.8x | 0.5x |
| Mon, 16 Sep 2024 | RM 5.1b | RM 10.1b | RM 294.3m | 12.5x | 17.4x | 0.5x |
| Wed, 14 Aug 2024 | RM 5.6b | RM 10.1b | RM 319.4m | 12.7x | 17.4x | 0.6x |
| Fri, 12 Jul 2024 | RM 5.9b | RM 10.1b | RM 319.3m | 13.7x | 18.5x | 0.6x |
| Sun, 09 Jun 2024 | RM 5.9b | RM 10.0b | RM 329.7m | 12.4x | 17.8x | 0.6x |
| Tue, 07 May 2024 | RM 5.9b | RM 9.9b | RM 360.4m | 12.5x | 16.4x | 0.6x |
| Thu, 04 Apr 2024 | RM 5.5b | RM 9.9b | RM 360.2m | 12x | 15.4x | 0.6x |
| Sat, 02 Mar 2024 | RM 5.2b | RM 9.9b | RM 352.9m | 11.1x | 14.8x | 0.5x |
| Mon, 29 Jan 2024 | RM 5.1b | RM 9.9b | RM 271.8m | 11.8x | 18.7x | 0.5x |
| Wed, 27 Dec 2023 | RM 5.1b | RM 9.9b | RM 272.5m | 11.8x | 18.6x | 0.5x |
| Fri, 24 Nov 2023 | RM 5.1b | RM 10.0b | RM 321.7m | 15.6x | 16x | 0.5x |
| Sun, 22 Oct 2023 | RM 5.1b | RM 10.1b | RM 334.1m | 15x | 15.1x | 0.5x |
| Tue, 19 Sep 2023 | RM 5.3b | RM 10.1b | RM 664.9m | 12.4x | 8x | 0.5x |
| Thu, 17 Aug 2023 | RM 5.3b | RM 10.5b | RM 545.9m | 11.3x | 9.8x | 0.5x |
| Sat, 15 Jul 2023 | RM 5.4b | RM 10.5b | RM 549.9m | 11.2x | 9.7x | 0.5x |
| Mon, 12 Jun 2023 | RM 4.6b | RM 7.3b | RM 486.3m | 11.1x | 9.4x | 0.6x |
| Wed, 10 May 2023 | RM 4.7b | RM 7.5b | RM 538.4m | 11.1x | 8.6x | 0.6x |
| Fri, 07 Apr 2023 | RM 4.7b | RM 7.5b | RM 541.4m | 10.9x | 8.7x | 0.6x |
| Sun, 05 Mar 2023 | RM 5.0b | RM 7.5b | RM 537.2m | 11.9x | 9.2x | 0.7x |
| Tue, 31 Jan 2023 | RM 5.1b | RM 7.6b | RM 464.7m | 11.1x | 11x | 0.7x |
| Thu, 29 Dec 2022 | RM 4.6b | RM 7.6b | RM 167.1m | 10.7x | 27.7x | 0.6x |
| Sat, 26 Nov 2022 | RM 4.6b | RM 7.5b | RM 158.8m | 9.9x | 28.8x | 0.6x |
| Mon, 24 Oct 2022 | RM 4.5b | RM 7.3b | RM 122.8m | 12.6x | 36.8x | 0.6x |
| Wed, 21 Sep 2022 | RM 4.6b | RM 7.2b | RM 117.8m | 12.8x | 38.7x | 0.6x |
| Fri, 19 Aug 2022 | RM 4.8b | RM 7.1b | RM 118.3m | 12.7x | 40.4x | 0.7x |
| Sun, 17 Jul 2022 | RM 4.5b | RM 7.0b | RM 112.7m | 9.9x | 40.3x | 0.7x |
| Tue, 14 Jun 2022 | RM 4.7b | RM 7.0b | RM 106.8m | 13.1x | 44.4x | 0.7x |
| Thu, 12 May 2022 | RM 5.0b | RM 6.8b | RM 135.0m | 16x | 36.9x | 0.7x |
| Sat, 09 Apr 2022 | RM 5.1b | RM 6.8b | RM 138.8m | 15.4x | 36.7x | 0.7x |
| Mon, 07 Mar 2022 | RM 5.1b | RM 6.8b | RM 152.2m | 12.3x | 33.7x | 0.7x |
| Wed, 02 Feb 2022 | RM 5.3b | RM 6.6b | RM 409.0m | 12.2x | 13x | 0.8x |
| Fri, 31 Dec 2021 | RM 5.5b | RM 6.6b | RM 411.3m | 12.3x | 13.4x | 0.8x |
| Sun, 28 Nov 2021 | RM 5.6b | RM 6.6b | RM 433.0m | 12.1x | 12.9x | 0.8x |
Price to Earnings Ratio
12.9x
Current Industry PE
- Investors are pessimistic on the Malaysian Packaging 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 16.6x which is lower than its 3-year average PE of 20.5x.
- 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 8.4% 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 | -0.17% | |
| Materials | 0.46% | |
| Packaging | -0.29% | |
| Metal and Glass Containers | 0.77% | |
| Paper Packaging | -1.03% | |
Industry PE
- Investors are most optimistic about the Metal and Glass Containers industry even though it's trading below its 3-year average PE ratio of 24.2x.
- Analysts are expecting annual earnings growth of 36.5%, which is lower than the prior year's growth of 47.4% per year.
- Investors are most pessimistic about the Paper Packaging industry, which is trading below its 3-year average of 23.6x.
Forecasted Growth
- Analysts are most optimistic on the Metal and Glass Containers industry, expecting annual earnings growth of 37% over the next 5 years.
- However this is lower than its past earnings growth rate of 47% per year.
- In contrast, the Paper Packaging industry is expected to see its earnings grow by 18% 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 | |
|---|---|---|---|---|---|
| MASTER Master-Pack Group Berhad | RM 3.55 | 3.8% +RM 7.1m | 24.1% | PE7.2x | |
| SCIPACK Scientex Packaging (Ayer Keroh) Berhad | RM 1.90 | 1.1% +RM 7.0m | -12.0% | PE20.5x | |
| PPHB Public Packages Holdings Berhad | RM 0.79 | 3.3% +RM 6.7m | 13.7% | PE4x | |
| TOMYPAK Tomypak Holdings Berhad | RM 0.28 | 1.8% +RM 2.2m | -28.7% | PS0.8x |