Narrative Update • Aug 12
Over the last 7 days, the Paper Packaging industry has dropped 1.7%, driven by SCG Packaging declining 3.2%. On the other hand United Paper is actually up 11%. In the past year, the industry has gained 58%. 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 |
|---|---|---|---|---|---|---|
| Fri, 21 Aug 2026 | ฿157.0b | ฿179.1b | ฿8.7b | 9.3x | 18x | 0.9x |
| Sun, 19 Jul 2026 | ฿156.9b | ฿176.9b | ฿5.8b | 9.3x | 26.9x | 0.9x |
| Tue, 16 Jun 2026 | ฿134.6b | ฿176.9b | ฿5.8b | 8.7x | 23.1x | 0.8x |
| Thu, 14 May 2026 | ฿131.8b | ฿177.7b | ฿5.6b | 8.3x | 23.4x | 0.7x |
| Sat, 11 Apr 2026 | ฿117.4b | ฿181.1b | ฿5.0b | 8.4x | 23.3x | 0.6x |
| Mon, 09 Mar 2026 | ฿101.2b | ฿178.1b | ฿4.9b | 9.8x | 20.7x | 0.6x |
| Wed, 04 Feb 2026 | ฿108.3b | ฿179.6b | ฿4.9b | 9.2x | 22x | 0.6x |
| Fri, 02 Jan 2026 | ฿97.6b | ฿180.6b | ฿3.7b | 9.2x | 26.6x | 0.5x |
| Sun, 30 Nov 2025 | ฿90.5b | ฿180.6b | ฿3.7b | 8.1x | 24.7x | 0.5x |
| Tue, 28 Oct 2025 | ฿103.7b | ฿189.4b | ฿5.7b | 9x | 18.2x | 0.5x |
| Thu, 25 Sep 2025 | ฿107.3b | ฿189.4b | ฿5.7b | 8.8x | 18.8x | 0.6x |
| Sat, 23 Aug 2025 | ฿104.8b | ฿189.4b | ฿5.7b | 9.6x | 18.4x | 0.6x |
| Mon, 21 Jul 2025 | ฿102.8b | ฿187.6b | ฿5.3b | 8.4x | 19.4x | 0.5x |
| Wed, 18 Jun 2025 | ฿96.4b | ฿187.6b | ฿5.3b | 8.2x | 18.2x | 0.5x |
| Fri, 16 May 2025 | ฿98.3b | ฿187.8b | ฿5.6b | 8.4x | 17.4x | 0.5x |
| Sun, 13 Apr 2025 | ฿77.9b | ฿188.9b | ฿6.5b | 8.4x | 11.9x | 0.4x |
| Tue, 11 Mar 2025 | ฿89.2b | ฿188.9b | ฿6.5b | 8.4x | 13.6x | 0.5x |
| Thu, 06 Feb 2025 | ฿94.8b | ฿187.3b | ฿6.6b | 9x | 14.3x | 0.5x |
| Sat, 04 Jan 2025 | ฿113.1b | ฿187.9b | ฿7.9b | 9.1x | 14.3x | 0.6x |
| Mon, 02 Dec 2024 | ฿124.0b | ฿187.9b | ฿7.9b | 9.5x | 15.7x | 0.7x |
| Wed, 30 Oct 2024 | ฿144.8b | ฿184.5b | ฿8.4b | 12.4x | 17.2x | 0.8x |
| Fri, 27 Sep 2024 | ฿165.8b | ฿184.5b | ฿8.4b | 13x | 19.7x | 0.9x |
| Sun, 25 Aug 2024 | ฿143.9b | ฿184.5b | ฿8.4b | 12.2x | 17.1x | 0.8x |
| Tue, 23 Jul 2024 | ฿156.3b | ฿181.3b | ฿7.9b | 12x | 19.7x | 0.9x |
| Thu, 20 Jun 2024 | ฿178.5b | ฿181.3b | ฿7.9b | 12.3x | 22.5x | 1x |
| Sat, 18 May 2024 | ฿175.8b | ฿181.0b | ฿7.8b | 12.7x | 22.4x | 1x |
| Mon, 15 Apr 2024 | ฿170.5b | ฿180.6b | ฿7.0b | 13.9x | 24.4x | 0.9x |
| Wed, 13 Mar 2024 | ฿157.1b | ฿180.6b | ฿7.0b | 14.6x | 22.5x | 0.9x |
| Fri, 09 Feb 2024 | ฿170.8b | ฿182.0b | ฿6.4b | 15.5x | 26.5x | 0.9x |
| Sun, 07 Jan 2024 | ฿185.7b | ฿183.6b | ฿5.7b | 17.4x | 32.8x | 1x |
| Tue, 05 Dec 2023 | ฿199.2b | ฿183.6b | ฿5.7b | 17.4x | 35.2x | 1.1x |
| Thu, 02 Nov 2023 | ฿182.7b | ฿187.2b | ฿6.3b | 20.8x | 28.9x | 1x |
| Sat, 30 Sep 2023 | ฿200.0b | ฿193.5b | ฿6.8b | 20.6x | 29.3x | 1x |
| Mon, 28 Aug 2023 | ฿204.4b | ฿193.5b | ฿6.8b | 22.8x | 29.9x | 1.1x |
29.9x
How does Thai Paper Packaging compare with similar industries?
| TH Market | -0.24% | |
| Materials | -2.43% | |
| Packaging | -4.32% | |
| Paper Packaging | -5.22% | |
| Metal and Glass Containers | -0.039% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| UTP United Paper | ฿9.50 | 8.6% +฿487.5m | 19.5% | PE9.8x | |
| UNIX Unique Plastic Industry | ฿2.44 | 37.9% +฿442.2m | n/a | PE6.5x | |
| AJ A.J. Plast | ฿3.48 | 5.5% +฿107.4m | 55.4% | PS0.3x | |
| NEP NEP Realty and Industry | ฿0.23 | 21.1% +฿93.0m | 0% | PE11.5x | |
| STP Sahathai Printing & Packaging | ฿12.40 | 3.3% +฿40.0m | 6.9% | PE7.2x |