Narrative Update • Aug 12
Over the last 7 days, the Paper Packaging industry has dropped 1.3%, driven by SCG Packaging declining 2.4%. On the other hand United Paper is actually up 8.2%. Over the past 12 months, the industry was up 63%. As for the next few years, earnings are expected to grow by 10% per annum.
Has the Thai Paper Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | ฿164.3b | ฿179.1b | ฿8.7b | 9.3x | 19x | 0.9x |
| Thu, 16 Jul 2026 | ฿157.0b | ฿176.9b | ฿5.8b | 9.4x | 26.9x | 0.9x |
| Sat, 13 Jun 2026 | ฿133.8b | ฿176.9b | ฿5.8b | 8.5x | 23x | 0.8x |
| Mon, 11 May 2026 | ฿134.0b | ฿177.9b | ฿5.6b | 8.3x | 23.8x | 0.8x |
| Wed, 08 Apr 2026 | ฿116.6b | ฿181.1b | ฿5.0b | 8.4x | 23.2x | 0.6x |
| Fri, 06 Mar 2026 | ฿100.3b | ฿178.1b | ฿4.9b | 9.6x | 20.6x | 0.6x |
| Sun, 01 Feb 2026 | ฿109.9b | ฿179.6b | ฿4.9b | 9.2x | 22.3x | 0.6x |
| Tue, 30 Dec 2025 | ฿98.0b | ฿180.6b | ฿3.7b | 9.1x | 26.7x | 0.5x |
| Thu, 27 Nov 2025 | ฿89.8b | ฿180.7b | ฿3.7b | 8.4x | 24.4x | 0.5x |
| Sat, 25 Oct 2025 | ฿104.4b | ฿189.4b | ฿5.7b | 8.9x | 18.3x | 0.6x |
| Mon, 22 Sep 2025 | ฿108.5b | ฿189.4b | ฿5.7b | 9x | 19x | 0.6x |
| Wed, 20 Aug 2025 | ฿97.8b | ฿189.4b | ฿5.7b | 9.5x | 17.2x | 0.5x |
| Fri, 18 Jul 2025 | ฿103.2b | ฿187.6b | ฿5.3b | 8.2x | 19.5x | 0.6x |
| Sun, 15 Jun 2025 | ฿98.9b | ฿187.6b | ฿5.3b | 8.2x | 18.6x | 0.5x |
| Tue, 13 May 2025 | ฿95.8b | ฿187.1b | ฿5.7b | 8.4x | 16.8x | 0.5x |
| Thu, 10 Apr 2025 | ฿73.7b | ฿188.9b | ฿6.5b | 8.1x | 11.3x | 0.4x |
| Sat, 08 Mar 2025 | ฿91.2b | ฿189.0b | ฿6.5b | 8.4x | 13.9x | 0.5x |
| Mon, 03 Feb 2025 | ฿98.4b | ฿187.3b | ฿6.6b | 8.9x | 14.8x | 0.5x |
| Wed, 01 Jan 2025 | ฿113.9b | ฿187.9b | ฿7.9b | 9.1x | 14.4x | 0.6x |
| Fri, 29 Nov 2024 | ฿123.6b | ฿187.9b | ฿7.9b | 9.3x | 15.6x | 0.7x |
| Sun, 27 Oct 2024 | ฿145.5b | ฿184.5b | ฿8.4b | 12.5x | 17.3x | 0.8x |
| Tue, 24 Sep 2024 | ฿158.6b | ฿184.5b | ฿8.4b | 13.2x | 18.8x | 0.9x |
| Thu, 22 Aug 2024 | ฿135.2b | ฿184.5b | ฿8.4b | 12.3x | 16x | 0.7x |
| Sat, 20 Jul 2024 | ฿156.4b | ฿181.3b | ฿7.9b | 12x | 19.7x | 0.9x |
| Mon, 17 Jun 2024 | ฿176.1b | ฿181.3b | ฿7.9b | 13.3x | 22.2x | 1x |
| Wed, 15 May 2024 | ฿162.7b | ฿180.9b | ฿7.6b | 15.8x | 21.5x | 0.9x |
| Fri, 12 Apr 2024 | ฿170.5b | ฿180.6b | ฿7.0b | 13.9x | 24.4x | 0.9x |
| Sun, 10 Mar 2024 | ฿154.1b | ฿180.6b | ฿7.0b | 14.4x | 22x | 0.9x |
| Tue, 06 Feb 2024 | ฿169.7b | ฿182.0b | ฿6.4b | 15.9x | 26.4x | 0.9x |
| Thu, 04 Jan 2024 | ฿192.0b | ฿183.6b | ฿5.7b | 17.6x | 33.9x | 1x |
| Sat, 02 Dec 2023 | ฿200.2b | ฿183.6b | ฿5.7b | 17.5x | 35.3x | 1.1x |
| Mon, 30 Oct 2023 | ฿185.7b | ฿187.2b | ฿6.3b | 20x | 29.4x | 1x |
| Wed, 27 Sep 2023 | ฿206.8b | ฿193.5b | ฿6.8b | 21.1x | 30.3x | 1.1x |
| Fri, 25 Aug 2023 | ฿204.0b | ฿193.5b | ฿6.8b | 22.5x | 29.9x | 1.1x |
29.9x
How does Thai Paper Packaging compare with similar industries?
| TH Market | 0.16% | |
| Materials | -0.23% | |
| Packaging | -0.74% | |
| Paper Packaging | -1.25% | |
| Metal and Glass Containers | 1.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| UTP United Paper | ฿9.25 | 10.1% +฿552.5m | 17.8% | PE9.5x | |
| UNIX Unique Plastic Industry | ฿2.54 | 46.0% +฿528.0m | n/a | PE6.8x | |
| AJ A.J. Plast | ฿3.72 | 15.5% +฿298.2m | 69.1% | PS0.3x | |
| SFLEX Starflex | ฿3.30 | 7.1% +฿161.7m | 12.2% | PE9.1x | |
| NEP NEP Realty and Industry | ฿0.22 | 22.2% +฿93.0m | -4.3% | PE11x |