Scientex Packaging (Ayer Keroh) Berhad (KLSE:SCIPACK) Will Pay A Dividend Of MYR0.025
Jun 21
Malaysian (KLSE) Packaging Industry Analysis
UpdatedJul 04, 2024
DataAggregated Company Financials
Companies24
- 7D0.4%
- 3M5.9%
- 1Y10.1%
- YTD13.4%
The Packaging is pretty flat in the last 7 days, but BP Plastics Holding Bhd has stood out, gaining 4.5%. The past year has been better, since the industry has gained 10% in that time. Looking forward, earnings are forecast to grow by 17% 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, 04 Jul 2024 | RM 5.9b | RM 10.1b | RM 319.3m | 15x | 18.5x | 0.6x |
| Sat, 01 Jun 2024 | RM 5.9b | RM 9.9b | RM 302.6m | 13.3x | 19.5x | 0.6x |
| Mon, 29 Apr 2024 | RM 5.7b | RM 9.9b | RM 358.0m | 12.3x | 15.9x | 0.6x |
| Wed, 27 Mar 2024 | RM 5.4b | RM 9.9b | RM 358.1m | 11.8x | 15.1x | 0.5x |
| Fri, 23 Feb 2024 | RM 5.2b | RM 9.9b | RM 271.8m | 11.9x | 19x | 0.5x |
| Sun, 21 Jan 2024 | RM 5.1b | RM 9.9b | RM 272.9m | 11.5x | 18.8x | 0.5x |
| Tue, 19 Dec 2023 | RM 4.9b | RM 9.9b | RM 273.0m | 11.3x | 18.1x | 0.5x |
| Thu, 16 Nov 2023 | RM 5.1b | RM 10.1b | RM 338.5m | 13.7x | 15x | 0.5x |
| Sat, 14 Oct 2023 | RM 5.1b | RM 10.1b | RM 336.1m | 14.3x | 15.2x | 0.5x |
| Mon, 11 Sep 2023 | RM 5.3b | RM 10.1b | RM 667.8m | 12.4x | 7.9x | 0.5x |
| Wed, 09 Aug 2023 | RM 5.3b | RM 10.5b | RM 544.3m | 11.2x | 9.8x | 0.5x |
| Fri, 07 Jul 2023 | RM 5.3b | RM 10.5b | RM 549.9m | 11.2x | 9.6x | 0.5x |
| Sun, 04 Jun 2023 | RM 4.5b | RM 7.3b | RM 486.3m | 10.9x | 9.3x | 0.6x |
| Tue, 02 May 2023 | RM 4.7b | RM 7.5b | RM 540.4m | 10.9x | 8.6x | 0.6x |
| Thu, 30 Mar 2023 | RM 4.7b | RM 7.5b | RM 534.8m | 12.1x | 8.8x | 0.6x |
| Sat, 25 Feb 2023 | RM 5.1b | RM 7.6b | RM 581.9m | 12.5x | 8.8x | 0.7x |
| Mon, 23 Jan 2023 | RM 4.9b | RM 7.5b | RM 455.9m | 11x | 10.8x | 0.7x |
| Wed, 21 Dec 2022 | RM 4.6b | RM 7.6b | RM 167.1m | 10.4x | 27.5x | 0.6x |
| Fri, 18 Nov 2022 | RM 4.5b | RM 7.3b | RM 149.8m | 10.1x | 30.1x | 0.6x |
| Sun, 16 Oct 2022 | RM 4.4b | RM 7.3b | RM 120.5m | 12x | 36.5x | 0.6x |
| Tue, 13 Sep 2022 | RM 4.9b | RM 7.2b | RM 117.3m | 14.5x | 41.5x | 0.7x |
| Thu, 11 Aug 2022 | RM 4.7b | RM 7.0b | RM 117.6m | 14x | 39.9x | 0.7x |
| Sat, 09 Jul 2022 | RM 4.6b | RM 7.0b | RM 112.7m | 10x | 40.7x | 0.7x |
| Mon, 06 Jun 2022 | RM 5.0b | RM 7.0b | RM 106.8m | 13.7x | 46.3x | 0.7x |
| Wed, 04 May 2022 | RM 5.0b | RM 6.8b | RM 136.6m | 15.5x | 36.9x | 0.7x |
| Fri, 01 Apr 2022 | RM 5.0b | RM 6.8b | RM 136.0m | 14.4x | 36.7x | 0.7x |
| Sun, 27 Feb 2022 | RM 5.2b | RM 6.7b | RM 287.9m | 12.1x | 18.2x | 0.8x |
| Tue, 25 Jan 2022 | RM 5.3b | RM 6.6b | RM 408.3m | 12.2x | 13.1x | 0.8x |
| Thu, 23 Dec 2021 | RM 5.5b | RM 6.6b | RM 411.3m | 12.1x | 13.4x | 0.8x |
| Sat, 20 Nov 2021 | RM 5.8b | RM 6.6b | RM 471.6m | 13.3x | 12.3x | 0.9x |
| Mon, 18 Oct 2021 | RM 5.9b | RM 6.6b | RM 474.4m | 12.4x | 12.4x | 0.9x |
| Wed, 15 Sep 2021 | RM 6.0b | RM 6.6b | RM 479.8m | 13.6x | 12.5x | 0.9x |
| Fri, 13 Aug 2021 | RM 5.4b | RM 6.6b | RM 479.9m | 13.5x | 11.3x | 0.8x |
Price to Earnings Ratio
11.2x
Current Industry PE
- Investors are relatively neutral on the Malaysian Packaging industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 20.0x.
- The industry is trading close to its 3-year average PS ratio of 0.65x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have declined 13% per year over the last three years.
- Meanwhile revenues for these companies have grown 15% 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 | 1.89% | |
| Materials | 0.16% | |
| Packaging | 0.42% | |
| Paper Packaging | 0.45% | |
| Metal and Glass Containers | 0.35% | |
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 24.1x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Paper Packaging industry, which is trading below its 3-year average of 23.3x.
Forecasted Growth
- Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 17% over the next 5 years.
- This is better than its past earnings decline of 7.5% per year.
- In contrast, the Paper Packaging industry is expected to see its earnings grow by 17% 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 | |
|---|---|---|---|---|---|
| BPPLAS BP Plastics Holding Bhd | RM 1.41 | 6.8% +RM 25.3m | 14.6% | PE11.5x | |
| L&PBHD L&P Global Berhad | RM 0.56 | 4.7% +RM 14.0m | 20.4% | PE15x | |
| DSS DS Sigma Holdings Berhad | RM 0.42 | 5.0% +RM 9.6m | 13.5% | PE16.9x | |
| TOMYPAK Tomypak Holdings Berhad | RM 0.35 | 4.4% +RM 6.5m | -15.5% | PS1.3x | |
| TGUAN Thong Guan Industries Berhad | RM 1.95 | 0.5% +RM 5.0m | -8.0% | PE10.3x |
