Narrative Update • Aug 12
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- 7D-2.3%
- 3M19.2%
- 1Y50.3%
- YTD53.8%
Over the last 7 days, the Packaging industry has dropped 2.3%, driven by a pullback from SCG Packaging of 3.3%. In the past year, the industry has gained 50%. As for the next few years, earnings are expected to grow by 10% per annum.
Industry Valuation and Performance
Has the Thai Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | ฿193.8b | ฿225.2b | ฿12.1b | 9.3x | 16x | 0.9x |
| Sat, 25 Jul 2026 | ฿194.6b | ฿222.3b | ฿10.3b | 9.7x | 18.8x | 0.9x |
| Mon, 22 Jun 2026 | ฿174.5b | ฿221.4b | ฿9.0b | 9.4x | 19.3x | 0.8x |
| Wed, 20 May 2026 | ฿158.0b | ฿222.2b | ฿8.9b | 9.3x | 17.8x | 0.7x |
| Fri, 17 Apr 2026 | ฿150.7b | ฿225.8b | ฿8.1b | 9.3x | 18.6x | 0.7x |
| Sun, 15 Mar 2026 | ฿130.8b | ฿222.7b | ฿8.0b | 9.5x | 16.4x | 0.6x |
| Tue, 10 Feb 2026 | ฿141.3b | ฿224.7b | ฿8.0b | 9.4x | 17.6x | 0.6x |
| Thu, 08 Jan 2026 | ฿131.9b | ฿225.8b | ฿6.8b | 9.2x | 19.5x | 0.6x |
| Sat, 06 Dec 2025 | ฿118.0b | ฿225.8b | ฿6.8b | 9.2x | 17.4x | 0.5x |
| Mon, 03 Nov 2025 | ฿131.7b | ฿227.8b | ฿7.2b | 9.4x | 18.2x | 0.6x |
| Wed, 01 Oct 2025 | ฿138.1b | ฿235.6b | ฿8.7b | 9.3x | 15.9x | 0.6x |
| Fri, 29 Aug 2025 | ฿128.4b | ฿235.6b | ฿8.7b | 9.4x | 14.8x | 0.5x |
| Sun, 27 Jul 2025 | ฿130.8b | ฿234.2b | ฿8.2b | 8.5x | 15.9x | 0.6x |
| Tue, 24 Jun 2025 | ฿118.9b | ฿234.2b | ฿8.2b | 8.5x | 14.4x | 0.5x |
| Thu, 22 May 2025 | ฿127.3b | ฿234.5b | ฿8.6b | 8.6x | 14.9x | 0.5x |
| Sat, 19 Apr 2025 | ฿111.8b | ฿235.7b | ฿9.6b | 8.5x | 11.7x | 0.5x |
| Mon, 17 Mar 2025 | ฿126.7b | ฿235.7b | ฿9.6b | 8.4x | 13.2x | 0.5x |
| Wed, 12 Feb 2025 | ฿121.5b | ฿234.5b | ฿9.7b | 8.7x | 12.6x | 0.5x |
| Fri, 10 Jan 2025 | ฿134.9b | ฿235.1b | ฿10.9b | 9.1x | 12.3x | 0.6x |
| Sun, 08 Dec 2024 | ฿150.8b | ฿235.1b | ฿10.9b | 9.5x | 13.8x | 0.6x |
| Tue, 05 Nov 2024 | ฿175.5b | ฿233.2b | ฿10.9b | 11x | 16x | 0.8x |
| Thu, 03 Oct 2024 | ฿198.6b | ฿231.4b | ฿11.7b | 11x | 17x | 0.9x |
| Sat, 31 Aug 2024 | ฿171.5b | ฿231.4b | ฿11.7b | 11x | 14.7x | 0.7x |
| Mon, 29 Jul 2024 | ฿187.9b | ฿229.8b | ฿11.0b | 11x | 17.2x | 0.8x |
| Wed, 26 Jun 2024 | ฿213.6b | ฿227.8b | ฿11.0b | 11.5x | 19.4x | 0.9x |
| Fri, 24 May 2024 | ฿211.3b | ฿227.9b | ฿11.0b | 11.7x | 19.3x | 0.9x |
| Sun, 21 Apr 2024 | ฿196.6b | ฿227.0b | ฿9.6b | 13.4x | 20.5x | 0.9x |
| Tue, 19 Mar 2024 | ฿192.3b | ฿227.0b | ฿9.6b | 14.1x | 20.1x | 0.8x |
| Thu, 15 Feb 2024 | ฿200.4b | ฿226.9b | ฿9.1b | 14.7x | 22x | 0.9x |
| Sat, 13 Jan 2024 | ฿213.6b | ฿230.1b | ฿8.2b | 14.7x | 26x | 0.9x |
| Mon, 11 Dec 2023 | ฿231.0b | ฿230.1b | ฿8.2b | 15.1x | 28.1x | 1x |
| Wed, 08 Nov 2023 | ฿224.4b | ฿232.1b | ฿8.2b | 14x | 27.4x | 1x |
| Fri, 06 Oct 2023 | ฿234.5b | ฿241.2b | ฿9.5b | 12.9x | 24.7x | 1x |
| Sun, 03 Sep 2023 | ฿248.6b | ฿241.2b | ฿9.5b | 13.9x | 26.2x | 1x |
Price to Earnings Ratio
26.2x
Current Industry PE
- Investors are pessimistic on the Thai 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 16.0x which is lower than its 3-year average PE of 18.1x.
- The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have grown 8.6% per year over the last three years.
- Meanwhile revenues for these companies have declined 2.3% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Thai Materials industry?
| TH Market | -0.49% | |
| Materials | 2.03% | |
| Packaging | -2.34% | |
| Metal and Glass Containers | -0.32% | |
| Paper Packaging | -2.77% | |
Industry PE
- Investors are most optimistic about the Paper Packaging industry even though it's trading below its 3-year average PE ratio of 21.9x.
- Analysts are expecting annual earnings growth of 10.3%, which is lower than the prior year's growth of 46.8% per year.
- Investors are most pessimistic about the Metal and Glass Containers industry, which is trading close to its 3-year average of 10.6x.
Forecasted Growth
- Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 10% 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 10% 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 | |
|---|---|---|---|---|---|
| SCGP SCG Packaging | ฿29.00 | 1.8% +฿2.1b | 67.6% | PE20.6x | |
| AJ A.J. Plast | ฿3.66 | 5.2% +฿107.4m | 63.4% | PS0.3x | |
| PTL Polyplex (Thailand) | ฿14.80 | 0.7% +฿90.0m | 55.0% | PE19.4x | |
| ALUCON Alucon | ฿252.00 | 0.8% +฿86.4m | 41.2% | PE10.1x | |
| TPBI TPBI | ฿3.70 | 4.5% +฿66.7m | 30.3% | PE6.8x |