Narrative Update • May 19
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- 7D-2.5%
- 3M20.7%
- 1Y31.2%
- YTDn/a
Over the last 7 days, the Paper Packaging industry has dropped 2.5%, driven by a pullback from A.J. Plast of 6.2%. On the other hand SCG Packaging is actually up 5.0%. Over the past 12 months, the industry was up 31%. As for the next few years, earnings are expected to grow by 8.7% 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 |
|---|---|---|---|---|---|---|
| Wed, 03 Jun 2026 | ฿128.8b | ฿176.9b | ฿5.8b | 8.7x | 22.1x | 0.7x |
| Fri, 01 May 2026 | ฿134.5b | ฿181.1b | ฿5.0b | 8.5x | 26.7x | 0.7x |
| Sun, 29 Mar 2026 | ฿109.7b | ฿178.0b | ฿4.9b | 9.3x | 22.5x | 0.6x |
| Tue, 24 Feb 2026 | ฿115.2b | ฿178.9b | ฿4.7b | 9.5x | 24.6x | 0.6x |
| Thu, 22 Jan 2026 | ฿114.5b | ฿180.6b | ฿3.7b | 9.2x | 31.2x | 0.6x |
| Sat, 20 Dec 2025 | ฿90.9b | ฿180.6b | ฿3.7b | 8.7x | 24.8x | 0.5x |
| Mon, 17 Nov 2025 | ฿95.2b | ฿180.9b | ฿3.7b | 8x | 25.8x | 0.5x |
| Wed, 15 Oct 2025 | ฿100.1b | ฿189.4b | ฿5.7b | 9x | 17.5x | 0.5x |
| Fri, 12 Sep 2025 | ฿105.3b | ฿189.4b | ฿5.7b | 9.5x | 18.5x | 0.6x |
| Sun, 10 Aug 2025 | ฿103.8b | ฿187.9b | ฿6.5b | 8.7x | 15.9x | 0.6x |
| Tue, 08 Jul 2025 | ฿98.9b | ฿187.6b | ฿5.3b | 8.1x | 18.6x | 0.5x |
| Thu, 05 Jun 2025 | ฿97.3b | ฿187.6b | ฿5.3b | 8.2x | 18.3x | 0.5x |
| Sat, 03 May 2025 | ฿89.9b | ฿187.1b | ฿5.7b | 8.4x | 15.7x | 0.5x |
| Mon, 31 Mar 2025 | ฿86.5b | ฿188.9b | ฿6.5b | 8.2x | 13.2x | 0.5x |
| Wed, 26 Feb 2025 | ฿86.3b | ฿187.8b | ฿6.9b | 8.6x | 12.5x | 0.5x |
| Fri, 24 Jan 2025 | ฿97.9b | ฿187.9b | ฿7.9b | 8.9x | 12.4x | 0.5x |
| Sun, 22 Dec 2024 | ฿110.4b | ฿187.9b | ฿7.9b | 9.1x | 14x | 0.6x |
| Tue, 19 Nov 2024 | ฿137.7b | ฿187.3b | ฿7.9b | 10.8x | 17.4x | 0.7x |
| Thu, 17 Oct 2024 | ฿154.0b | ฿184.5b | ฿8.4b | 12.7x | 18.3x | 0.8x |
| Sat, 14 Sep 2024 | ฿153.8b | ฿184.5b | ฿8.4b | 13x | 18.3x | 0.8x |
| Mon, 12 Aug 2024 | ฿137.3b | ฿183.5b | ฿7.9b | 14x | 17.4x | 0.7x |
| Wed, 10 Jul 2024 | ฿167.4b | ฿181.3b | ฿7.9b | 12.9x | 21.1x | 0.9x |
| Fri, 07 Jun 2024 | ฿177.6b | ฿181.3b | ฿7.9b | 12.6x | 22.4x | 1x |
| Sun, 05 May 2024 | ฿168.9b | ฿180.8b | ฿7.5b | 14.8x | 22.5x | 0.9x |
| Tue, 02 Apr 2024 | ฿157.5b | ฿180.6b | ฿7.0b | 14.3x | 22.5x | 0.9x |
| Thu, 29 Feb 2024 | ฿157.3b | ฿180.3b | ฿6.8b | 15.2x | 23.1x | 0.9x |
| Sat, 27 Jan 2024 | ฿168.1b | ฿182.0b | ฿6.4b | 16.1x | 26.1x | 0.9x |
| Mon, 25 Dec 2023 | ฿186.5b | ฿183.6b | ฿5.7b | 17.4x | 32.9x | 1x |
| Wed, 22 Nov 2023 | ฿195.7b | ฿198.3b | ฿6.2b | 17.8x | 31.7x | 1x |
| Fri, 20 Oct 2023 | ฿182.9b | ฿193.5b | ฿6.8b | 19x | 26.8x | 0.9x |
| Sun, 17 Sep 2023 | ฿205.4b | ฿193.5b | ฿6.8b | 21.1x | 30.1x | 1.1x |
| Tue, 15 Aug 2023 | ฿203.3b | ฿194.2b | ฿7.0b | 21.4x | 29.2x | 1x |
| Thu, 13 Jul 2023 | ฿198.2b | ฿203.3b | ฿8.7b | 15.7x | 22.8x | 1x |
| Sat, 10 Jun 2023 | ฿203.7b | ฿203.3b | ฿8.7b | 17.3x | 23.4x | 1x |
Price to Earnings Ratio
23.4x
Current Industry PE
- Investors are relatively neutral on the Thai Paper 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 22.0x.
- The industry is trading close to its 3-year average PS ratio of 0.77x.
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 | 1.95% | |
| Materials | -2.07% | |
| Packaging | -1.87% | |
| Paper Packaging | -2.53% | |
| Metal and Glass Containers | 0.89% | |
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 | |
|---|---|---|---|---|---|
| SCGP SCG Packaging | ฿25.00 | 5.0% +฿5.2b | 51.5% | PE22.7x | |
| PTL Polyplex (Thailand) | ฿10.20 | 7.9% +฿675.0m | 0% | PS0.4x | |
| UTP United Paper | ฿8.05 | 1.9% +฿97.5m | 3.9% | PE9.5x | |
| TPP Thai Packaging & Printing | ฿11.90 | 6.3% +฿26.3m | 0% | PE7.2x | |
| STP Sahathai Printing & Packaging | ฿11.10 | 0.9% +฿10.0m | 11.0% | PE6.4x |