Narrative Update • Jun 17
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- 7D5.0%
- 3M35.0%
- 1Y53.0%
- YTDn/a
Over the last 7 days, the Paper Packaging industry has risen 5.0%, driven by gains in Polyplex (Thailand) and SCG Packaging of 38% and 2.8%, respectively. During this same period, the Thai Coating Industrial underperformed, falling 7.8%. In the last 12 months, the industry was up 53%. As for the next few years, earnings are expected to grow by 11% per annum.
Industry Valuation and Performance
Has the Thai Paper Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Jun 2026 | ฿149.0b | ฿176.9b | ฿5.8b | 9.2x | 25.6x | 0.8x |
| Tue, 26 May 2026 | ฿132.0b | ฿176.9b | ฿5.8b | 8.8x | 22.6x | 0.7x |
| Thu, 23 Apr 2026 | ฿117.4b | ฿181.1b | ฿5.0b | 8.5x | 23.3x | 0.6x |
| Sat, 21 Mar 2026 | ฿104.3b | ฿178.0b | ฿4.9b | 9.4x | 21.4x | 0.6x |
| Mon, 16 Feb 2026 | ฿113.9b | ฿178.9b | ฿4.7b | 9.4x | 24.3x | 0.6x |
| Wed, 14 Jan 2026 | ฿105.0b | ฿180.6b | ฿3.7b | 9.1x | 28.6x | 0.6x |
| Fri, 12 Dec 2025 | ฿89.6b | ฿180.6b | ฿3.7b | 8.6x | 24.4x | 0.5x |
| Sun, 09 Nov 2025 | ฿99.9b | ฿181.6b | ฿4.3b | 9x | 23.4x | 0.6x |
| Tue, 07 Oct 2025 | ฿104.2b | ฿189.4b | ฿5.7b | 8.8x | 18.3x | 0.6x |
| Thu, 04 Sep 2025 | ฿101.9b | ฿189.4b | ฿5.7b | 9.3x | 17.9x | 0.5x |
| Sat, 02 Aug 2025 | ฿102.7b | ฿183.1b | ฿4.7b | 8.3x | 21.6x | 0.6x |
| Mon, 30 Jun 2025 | ฿97.0b | ฿187.6b | ฿5.3b | 8.1x | 18.3x | 0.5x |
| Wed, 28 May 2025 | ฿99.1b | ฿187.9b | ฿5.6b | 8.2x | 17.6x | 0.5x |
| Fri, 25 Apr 2025 | ฿83.7b | ฿188.9b | ฿6.5b | 8.4x | 12.8x | 0.4x |
| Sun, 23 Mar 2025 | ฿93.4b | ฿188.9b | ฿6.5b | 8.3x | 14.3x | 0.5x |
| Tue, 18 Feb 2025 | ฿94.8b | ฿188.1b | ฿6.9b | 8.2x | 13.7x | 0.5x |
| Thu, 16 Jan 2025 | ฿102.4b | ฿187.9b | ฿7.9b | 9.1x | 13x | 0.5x |
| Sat, 14 Dec 2024 | ฿120.5b | ฿187.9b | ฿7.9b | 9.4x | 15.2x | 0.6x |
| Mon, 11 Nov 2024 | ฿135.7b | ฿186.3b | ฿7.7b | 12.4x | 17.7x | 0.7x |
| Wed, 09 Oct 2024 | ฿164.6b | ฿184.5b | ฿8.4b | 12.8x | 19.6x | 0.9x |
| Fri, 06 Sep 2024 | ฿151.3b | ฿184.5b | ฿8.4b | 13.1x | 18x | 0.8x |
| Sun, 04 Aug 2024 | ฿154.7b | ฿183.3b | ฿7.9b | 12.7x | 19.6x | 0.8x |
| Tue, 02 Jul 2024 | ฿178.0b | ฿181.3b | ฿7.9b | 13.1x | 22.4x | 1x |
| Thu, 30 May 2024 | ฿181.4b | ฿181.3b | ฿7.9b | 13.5x | 22.9x | 1x |
| Sat, 27 Apr 2024 | ฿169.6b | ฿180.8b | ฿7.5b | 13.8x | 22.6x | 0.9x |
| Mon, 25 Mar 2024 | ฿157.9b | ฿180.6b | ฿7.0b | 14.2x | 22.6x | 0.9x |
| Wed, 21 Feb 2024 | ฿156.5b | ฿57.0b | ฿3.9b | 15.4x | 40.3x | 2.7x |
| Fri, 19 Jan 2024 | ฿169.5b | ฿183.6b | ฿5.7b | 17.1x | 29.9x | 0.9x |
| Sun, 17 Dec 2023 | ฿189.2b | ฿183.6b | ฿5.7b | 17.1x | 33.4x | 1x |
| Tue, 14 Nov 2023 | ฿188.3b | ฿198.9b | ฿6.1b | 20.8x | 30.7x | 0.9x |
| Thu, 12 Oct 2023 | ฿185.6b | ฿193.5b | ฿6.8b | 20x | 27.2x | 1x |
| Sat, 09 Sep 2023 | ฿207.1b | ฿193.5b | ฿6.8b | 22.5x | 30.3x | 1.1x |
| Mon, 07 Aug 2023 | ฿207.8b | ฿197.5b | ฿8.3b | 15.9x | 25x | 1.1x |
| Wed, 05 Jul 2023 | ฿198.4b | ฿203.3b | ฿8.7b | 16.4x | 22.8x | 1x |
Price to Earnings Ratio
22.8x
Current Industry PE
- Investors are optimistic on the Thai Paper Packaging industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 25.6x which is higher than its 3-year average PE of 22.0x.
- The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
- The earnings for companies in the Paper Packaging industry have declined 12% per year over the last three years,
- Revenues have also declined 4.5% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Comparison
How does Thai Paper Packaging compare with similar industries?
| TH Market | -1.92% | |
| Materials | -1.58% | |
| Packaging | 3.99% | |
| Paper Packaging | 5.01% | |
| Metal and Glass Containers | -0.44% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PTL Polyplex (Thailand) | ฿14.60 | 37.7% +฿3.6b | 46.0% | PS0.6x | |
| SCGP SCG Packaging | ฿27.25 | 2.8% +฿3.2b | 65.2% | PE24.7x | |
| SPACK S. Pack & Print | ฿1.53 | 27.5% +฿99.0m | 28.6% | PE12.8x | |
| UTP United Paper | ฿8.00 | 1.3% +฿65.0m | 5.3% | PE9.5x | |
| SFLEX Starflex | ฿2.98 | 2.8% +฿59.4m | 3.5% | PE9.2x |