Appendix G- Competitor Research Star Paper 2

Competitor research

Industry

http://www.fppa.net/events/2013convention/Trends_Global_Domestic_Markets.pdf

Industry

http://scc.listedcompany.com/misc/PRESN/20140224-SCC-SCGPaperWangsala-01.pdfhttps://www.set.or.th/sustainable_dev/th/ir/files/2015/ESG_watchara.pdf

Thailand, Singapore and Malaysia have the biggest tissue consumption/capita in ASEAN

Consumption per Capital in ASEAN

*data updated in mid 2015

http://scc.listedcompany.com/misc/PRESN/20140224-SCC-SCGPaperWangsala-01.pdf

CompetitorNo Company Location Capacity/year (tons)

1 Nine Dragon Paper

China 11,780,000 (Brown Paper and White Paper)

2 Lee&Man Hong Kong 5,230,000 (Brown Paper)

3 Siam (SCG Paper) Thailand, Philippines, Vietnam

1,300,000 (Brown paper)

4 PT Pakerin Indonesia 700,000 (Brown Paper)

5 Muda Malaysia 500,000 (Brown Paper)

6 Asia Paper Mfg South Korea 480,000 (Brown Paper)

7 GS Paper Malaysia 286,000 (Brown Paper and finished goods)

8 Thai Paper Mill Thailand 120,000 (Brown Paper and finished Goods)

9 Suparma Indonesia 94,000 (Kraft)

CompetitorNine Dragon

Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

Nine Dragons Paper (Holdings) Limited is the world's largest in environmentally friendly recovered paper based paper

manufacturing


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

PM Dongguan 5.25 million tons

PM Dongguan 3.03 million tons

PM Chongqing 1.35 million tons

PM Tianjin 2.15 million tons

11.78 million tons*

*the production include corrugating medium, liner, duplex board and writing paper*Each PM able to produce 4 types of paper


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

Lee&Man is Hong Kong company that works in paper manufacturing

Lee&Man has two categories of product, which are packaging paper (kraft, testliner, white top line board and corrugating medium) and

pulp

http://www.leemanpaper.com/eng/products/productlist.jsp


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma


PM Guangdong 2,300,000 tons

PM Dongguan 590,000 tons

PM Jiangsu 1,120,000 tons

PM Chongqing 900,000 tons

5,230,000 tons*

PM Jiangxi 320,000 tons


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma


Lee&Man wants to expand to southeast market. Thus, they will open a new plant in Vietnam with capacity 400,000tons


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

Production capacity of packaging paper is 2,306,000 Tons/year (Thailand Philippines and Vietnam)*

http://scc.listedcompany.com/misc/PRESN/20140224-SCC-SCGPaperWangsala-01.pdfhttps://www.set.or.th/sustainable_dev/th/ir/files/2015/ESG_watchara.pdf



Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma


Therefore, production capacity for external party is 1.3million tons

Companies has packaging plants in Thailand, Singapore, Malaysia, Vietnam, and Indonesia with capacity of 1million tons


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

PT Pakerin is paper Manufacturer in Indonesia

The products are kraft liner, corrugating medium, coated duplex board, chip board,

dan core board

Paper mill’s capacity (Mojokerto) is 700,000 tons/year


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

https://library.e.abb.com/public/644ed849c0600b20c125795800049f23/Muda%20Paper%20Mill%20Feature%20PaperAsia%20SeptOct2011.pdf

Production capacity is around 500,000 tons/year

Muda is brown paper manufacturer in Malaysia. Their paper mills located in Selangor and Penang


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

Asia Paper MFG only focuses on industrial grade paper/brown paper

Asia Paper MFG’s product consists of test liner, gypsum lineboard and kraft

paper


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

Production capacity is 480,000 tons/year

Chungwon Mill is located in Daejon city in South Korea

http://www.asiapaper.co.kr/eng1.htm


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

GS Paper is paper company from Malaysia. GS paper is also subsidiaries of OJI group in Japan

GS Paper’s product divided into paper product (corrugated medium, liner, kraft and white liner) and packaging product (corrugated

carton).


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

PM 1 Malaysia 222,000 tons

PM 2 Malaysia 60,000 tons

286,000 tons


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

Production of Kraft Liner reaches 120,000 tons/year



Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma


Thai Paper Mill sells jumbo roll and also finished corrugated paperboard


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

Suparma produces tissue, kraft, and Duplex board.Focus on domestic market

Sold 52% industrial goods and 48% consumer goods

Management wants to focus to penetrate domestic market and develop consumer goods products


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma

http://www.ptsuparmatbk.com/images/Annual%20Report%20Suparma%202015.pdf

Total production is 224,000 ton/year

Kraft production is 94,000 Ton/yearDuplex board production is 107,000 ton/year

Tissue is 22,400 ton/year


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma


Utilization rate of machine is 86.5%Indonesia’s average is 80.1%


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma


Domestic Market(97%)

33% East java

22% Jakarta

Total Sales

Export Market(3%)

etc

1.05% Malaysia

0.5% Etc


Lee & Man

SCG Paper

PT Pakerin

Muda

Asia Paper Mfg

GS Paper

Thai Paper Mill

Suparma


Suparma focuses on domestic market

Thank you

Appendix G- Competitor Research Star Paper 2

Documents

Transcript of Appendix G- Competitor Research Star Paper 2