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Indonesian (IDX) Consumer Discretionary Sector Analysis

UpdatedFeb 17, 2025
DataAggregated Company Financials
Companies114
  • 7D-0.08%
  • 3M10.1%
  • 1Y-12.0%
  • YTD6.9%

Last week, the Consumer Discretionary industry hasn't moved much but Bukalapak.com is up 19% in that time. Unfortunately though, the industry is down 12% over the past 12 months. Looking forward, earnings are forecast to grow by 79% annually.

Sector Valuation and Performance

Has the Indonesian Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Feb 2025Rp443.4tRp430.5t-Rp74,375,561,241,085.0016.9x-6x1x
Wed, 15 Jan 2025Rp422.2tRp439.6t-Rp74,420,909,202,190.0018x-5.7x1x
Fri, 13 Dec 2024Rp391.0tRp433.7t-Rp75,148,107,090,412.0019.6x-5.2x0.9x
Sun, 10 Nov 2024Rp362.7tRp432.8t-Rp75,115,736,132,998.0017.2x-4.8x0.8x
Tue, 08 Oct 2024Rp410.7tRp430.2t-Rp77,311,346,869,374.0018.4x-5.3x1x
Thu, 05 Sep 2024Rp391.4tRp429.1t-Rp77,688,556,246,925.0017.8x-5x0.9x
Sat, 03 Aug 2024Rp389.3tRp431.0t-Rp77,176,731,160,856.0017.8x-5x0.9x
Mon, 01 Jul 2024Rp373.2tRp428.3t-Rp77,032,965,796,801.0016.7x-4.8x0.9x
Wed, 29 May 2024Rp392.4tRp428.0t-Rp77,072,294,870,207.0015.7x-5.1x0.9x
Fri, 26 Apr 2024Rp402.0tRp414.2t-Rp81,455,528,325,671.0016.5x-4.9x1x
Sun, 24 Mar 2024Rp423.0tRp407.8t-Rp84,274,842,010,667.0017.4x-5x1x
Tue, 20 Feb 2024Rp428.2tRp404.7t-Rp22,786,188,545,472.0016.9x-18.8x1.1x
Thu, 18 Jan 2024Rp442.6tRp416.8t-Rp22,381,010,384,320.0016.2x-19.8x1.1x
Sat, 16 Dec 2023Rp431.8tRp415.6t-Rp22,438,276,944,986.0015.8x-19.2x1x
Mon, 13 Nov 2023Rp395.4tRp415.9t-Rp22,538,477,397,437.0015.9x-17.5x1x
Wed, 11 Oct 2023Rp416.4tRp411.9t-Rp31,380,319,771,915.0016x-13.3x1x
Fri, 08 Sep 2023Rp435.5tRp410.4t-Rp31,423,581,428,769.0016.2x-13.9x1.1x
Sun, 06 Aug 2023Rp452.8tRp402.7t-Rp35,365,153,878,613.0016.7x-12.8x1.1x
Tue, 04 Jul 2023Rp458.4tRp401.9t-Rp41,934,400,240,632.0019.6x-10.9x1.1x
Thu, 01 Jun 2023Rp447.1tRp399.7t-Rp42,275,709,646,468.0020.1x-10.6x1.1x
Sat, 29 Apr 2023Rp692.8tRp700.1tRp1.8t19.9x391.9x1x
Mon, 27 Mar 2023Rp673.9tRp676.6tRp12.2t11.6x55.4x1x
Wed, 22 Feb 2023Rp659.1tRp662.3tRp12.2t12.8x54.2x1x
Fri, 20 Jan 2023Rp652.3tRp671.9tRp12.2t12.8x53.5x1x
Sun, 18 Dec 2022Rp632.8tRp672.9tRp12.2t11.8x51.9x0.9x
Tue, 15 Nov 2022Rp772.9tRp664.0tRp13.8t14.1x56x1.2x
Thu, 13 Oct 2022Rp717.3tRp573.7tRp20.1t15.9x35.7x1.3x
Sat, 10 Sep 2022Rp809.0tRp572.5tRp20.1t16.5x40.2x1.4x
Mon, 08 Aug 2022Rp824.3tRp565.6tRp27.6t17.1x29.9x1.5x
Wed, 06 Jul 2022Rp864.2tRp544.3tRp20.9t18.6x41.3x1.6x
Fri, 03 Jun 2022Rp916.8tRp533.7tRp30.6t22.9x30x1.7x
Sun, 01 May 2022Rp899.9tRp501.2tRp11.1t24.9x81.3x1.8x
Tue, 29 Mar 2022Rp542.9tRp488.8tRp24.2t23.9x22.4x1.1x
Thu, 24 Feb 2022Rp505.7tRp463.6tRp19.6t27.6x25.8x1.1x
Price to Earnings Ratio

25.8x


Total Market Cap: Rp505.7tTotal Earnings: Rp19.6tTotal Revenue: Rp463.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Indonesian Consumer Discretionary Sector Price to Earnings3Y Average 10.5x202320242025
Current Industry PE
  • Investors are relatively neutral on the Indonesian Consumer Discretionary 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 PS ratio of 1.1x.
Past Earnings Growth
  • Total earnings for the Consumer Discretionary industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 2.4% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the Indonesian Consumer Discretionary sector?

ID Market-1.65%
Consumer Discretionary-0.083%
Luxury5.89%
Consumer Services1.72%
Consumer Durables1.60%
Hospitality0.30%
Retail Distributors0.17%
Auto0%0
Leisure0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.19%
Specialty Stores-0.64%
Auto Components-1.67%
Industry PE
  • Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 91.5x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 101% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Auto Components industry is expected to see its earnings grow by 4.3% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BUKA Bukalapak.comRp146.0012.3%
+Rp1.6t
-13.6%PS3.3x
ACES Aspirasi Hidup IndonesiaRp800.008.1%
+Rp1.0t
5.3%PE16.1x
BUVA Bukit Uluwatu VillaRp119.0030.8%
+Rp576.5b
120.4%PS6.7x
POLU Golden FlowerRp2.66k35.4%
+Rp521.3b
383.6%PS14.7x
MDIY Daya Intiguna YasaRp1.67k0.9%
+Rp377.9b
n/aPE60.8x
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Latest News

JIHD

Rp1,120.00

Jakarta International Hotels & Development

7D

11.4%

1Y

196.3%

MAPA

Rp840.00

Map Aktif Adiperkasa

7D

-5.1%

1Y

-13.4%

FAST

Rp250.00

Fast Food Indonesia

7D

-10.1%

1Y

-65.8%

BUKA

Rp146.00

Bukalapak.com

7D

12.3%

1Y

-13.6%

ACES

Rp800.00

Aspirasi Hidup Indonesia

7D

8.1%

1Y

5.3%

SONA

Rp4,230.00

Sona Topas Tourism Industry

7D

12.8%

1Y

475.5%

POLU

Rp2,660.00

Golden Flower

7D

35.4%

1Y

383.6%

AUTO

Rp2,030.00

Astra Otoparts

7D

3.8%

1Y

-10.2%

SMSM

Rp1,750.00

Selamat Sempurna

7D

-2.5%

1Y

-12.5%

MAPI

Rp1,210.00

PT. Mitra Adiperkasa

7D

-6.9%

1Y

-36.3%

MSJA

Rp294.00

Multi Spunindo Jaya

7D

-5.8%

1Y

-9.3%

BUVA

Rp119.00

Bukit Uluwatu Villa

7D

30.8%

1Y

120.4%

ERAA

Rp330.00

Erajaya Swasembada

7D

-4.1%

1Y

-25.0%

ARGO

Rp790.00

Argo Pantes

7D

-10.7%

1Y

-18.6%

CSMI

Rp3,100.00

Cipta Selera Murni

7D

-3.1%

1Y

8.4%