Narrative Update • Jul 01
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- 7D4.5%
- 3M34.9%
- 1Y53.7%
- YTDn/a
The Paper Packaging industry is up 4.5% in the last week, with SCG Packaging up 6.4%. In the same time, Polyplex (Thailand) was down 7.5%. This means that the industry has gained 54% over the past year. 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, 05 Jul 2026 | ฿155.6b | ฿176.9b | ฿5.8b | 9.2x | 26.7x | 0.9x |
| Tue, 02 Jun 2026 | ฿128.8b | ฿176.9b | ฿5.8b | 8.7x | 22.1x | 0.7x |
| Thu, 30 Apr 2026 | ฿134.4b | ฿181.1b | ฿5.0b | 8.5x | 26.7x | 0.7x |
| Sat, 28 Mar 2026 | ฿109.7b | ฿178.0b | ฿4.9b | 9.3x | 22.5x | 0.6x |
| Mon, 23 Feb 2026 | ฿114.0b | ฿178.9b | ฿4.7b | 9.4x | 24.4x | 0.6x |
| Wed, 21 Jan 2026 | ฿114.0b | ฿180.6b | ฿3.7b | 9.3x | 31.1x | 0.6x |
| Fri, 19 Dec 2025 | ฿90.5b | ฿180.6b | ฿3.7b | 8.7x | 24.7x | 0.5x |
| Sun, 16 Nov 2025 | ฿95.2b | ฿180.9b | ฿3.7b | 8.2x | 26x | 0.5x |
| Tue, 14 Oct 2025 | ฿104.3b | ฿189.4b | ฿5.7b | 9x | 18.3x | 0.6x |
| Thu, 11 Sep 2025 | ฿105.3b | ฿189.4b | ฿5.7b | 9.5x | 18.4x | 0.6x |
| Sat, 09 Aug 2025 | ฿103.8b | ฿183.1b | ฿4.7b | 8.5x | 21.9x | 0.6x |
| Mon, 07 Jul 2025 | ฿101.0b | ฿187.6b | ฿5.3b | 8.1x | 19x | 0.5x |
| Wed, 04 Jun 2025 | ฿97.7b | ฿187.6b | ฿5.3b | 8.2x | 18.4x | 0.5x |
| Fri, 02 May 2025 | ฿88.2b | ฿187.1b | ฿5.7b | 8.3x | 15.4x | 0.5x |
| Sun, 30 Mar 2025 | ฿86.5b | ฿188.9b | ฿6.5b | 8.2x | 13.2x | 0.5x |
| Tue, 25 Feb 2025 | ฿89.0b | ฿188.0b | ฿6.9b | 8.5x | 12.9x | 0.5x |
| Thu, 23 Jan 2025 | ฿101.6b | ฿187.9b | ฿7.9b | 8.8x | 12.9x | 0.5x |
| Sat, 21 Dec 2024 | ฿110.4b | ฿187.9b | ฿7.9b | 9.1x | 14x | 0.6x |
| Mon, 18 Nov 2024 | ฿134.7b | ฿187.3b | ฿7.9b | 11x | 17.1x | 0.7x |
| Wed, 16 Oct 2024 | ฿148.2b | ฿184.5b | ฿8.4b | 12.6x | 17.6x | 0.8x |
| Fri, 13 Sep 2024 | ฿153.7b | ฿184.5b | ฿8.4b | 12.9x | 18.3x | 0.8x |
| Sun, 11 Aug 2024 | ฿137.3b | ฿183.5b | ฿7.9b | 14x | 17.4x | 0.7x |
| Tue, 09 Jul 2024 | ฿169.8b | ฿181.3b | ฿7.9b | 12.9x | 21.4x | 0.9x |
| Thu, 06 Jun 2024 | ฿183.5b | ฿181.3b | ฿7.9b | 13.1x | 23.2x | 1x |
| Sat, 04 May 2024 | ฿168.9b | ฿180.8b | ฿7.5b | 14.8x | 22.5x | 0.9x |
| Mon, 01 Apr 2024 | ฿154.2b | ฿180.6b | ฿7.0b | 14.1x | 22x | 0.9x |
| Wed, 28 Feb 2024 | ฿158.4b | ฿180.3b | ฿6.6b | 15.3x | 24x | 0.9x |
| Fri, 26 Jan 2024 | ฿169.4b | ฿182.0b | ฿6.4b | 16x | 26.3x | 0.9x |
| Sun, 24 Dec 2023 | ฿186.5b | ฿183.6b | ฿5.7b | 17.4x | 32.9x | 1x |
| Tue, 21 Nov 2023 | ฿195.8b | ฿198.3b | ฿6.2b | 17.8x | 31.7x | 1x |
| Thu, 19 Oct 2023 | ฿184.1b | ฿193.5b | ฿6.8b | 18.4x | 27x | 1x |
| Sat, 16 Sep 2023 | ฿201.2b | ฿193.5b | ฿6.8b | 22.3x | 29.5x | 1x |
| Mon, 14 Aug 2023 | ฿203.3b | ฿194.2b | ฿7.0b | 21.4x | 29.2x | 1x |
| Wed, 12 Jul 2023 | ฿195.4b | ฿203.3b | ฿8.7b | 15.8x | 22.5x | 1x |
Price to Earnings Ratio
22.5x
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 26.7x 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 | 4.46% | |
| Materials | 3.72% | |
| Packaging | 3.91% | |
| Paper Packaging | 4.47% | |
| Metal and Glass Containers | 1.35% | |
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 | ฿29.00 | 6.4% +฿7.5b | 66.7% | PE26.3x | |
| UTP United Paper | ฿8.10 | 1.3% +฿65.0m | 5.9% | PE9.6x | |
| AJ A.J. Plast | ฿2.94 | 3.5% +฿59.6m | 25.6% | PS0.2x | |
| STP Sahathai Printing & Packaging | ฿11.40 | 1.8% +฿20.0m | 17.5% | PE6.6x | |
| TPP Thai Packaging & Printing | ฿12.50 | 4.2% +฿18.8m | 10.6% | PE7.6x |