Indonesian (IDX) Consumer Durables Industry Analysis
UpdatedDec 03, 2022
DataAggregated Company Financials
Companies8
- 7D-3.3%
- 3M-19.0%
- 1Y-40.3%
- YTD-44.5%
Over the last 7 days, the Consumer Durables industry has dropped 3.3%, driven by a pullback from Integra Indocabinet of 5.0%. The industry has fallen 40% in the last year. Earnings are forecast to grow by 26% annually.
Industry Valuation and Performance
Has the Indonesian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 03 Dec 2022 | Rp4.0t | Rp8.6t | Rp377.9b | 50.8x | 10.6x | 0.5x |
| Mon, 31 Oct 2022 | Rp4.3t | Rp9.2t | Rp489.5b | 4.4x | 8.8x | 0.5x |
| Wed, 28 Sep 2022 | Rp4.9t | Rp9.2t | Rp489.5b | 5.1x | 10x | 0.5x |
| Fri, 26 Aug 2022 | Rp5.1t | Rp9.1t | Rp513.7b | 26x | 9.9x | 0.6x |
| Sun, 24 Jul 2022 | Rp5.3t | Rp9.2t | Rp555.7b | 27.2x | 9.6x | 0.6x |
| Tue, 21 Jun 2022 | Rp5.6t | Rp9.2t | Rp554.6b | 24.4x | 10.2x | 0.6x |
| Thu, 19 May 2022 | Rp5.4t | Rp8.1t | Rp445.4b | 38x | 12.2x | 0.7x |
| Sat, 16 Apr 2022 | Rp6.1t | Rp7.3t | Rp468.3b | 51.2x | 13x | 0.8x |
| Mon, 14 Mar 2022 | Rp6.3t | Rp7.2t | Rp453.4b | 54.8x | 13.8x | 0.9x |
| Wed, 09 Feb 2022 | Rp6.7t | Rp7.2t | Rp453.4b | 55.2x | 14.7x | 0.9x |
| Fri, 07 Jan 2022 | Rp6.9t | Rp7.2t | Rp453.4b | 155x | 15.1x | 1x |
| Sun, 05 Dec 2021 | Rp6.8t | Rp7.2t | Rp477.4b | 100.1x | 14.1x | 0.9x |
| Tue, 02 Nov 2021 | Rp7.2t | Rp6.5t | Rp400.2b | 83.2x | 17.9x | 1.1x |
| Thu, 30 Sep 2021 | Rp6.3t | Rp6.5t | Rp400.2b | 87.6x | 15.7x | 1x |
| Sat, 28 Aug 2021 | Rp6.9t | Rp6.5t | Rp400.2b | 84.7x | 17.1x | 1.1x |
| Sun, 04 Jul 2021 | Rp7.2t | Rp6.5t | Rp400.2b | 83.7x | 18.1x | 1.1x |
| Wed, 07 Apr 2021 | Rp7.0t | Rp5.7t | Rp313.1b | 94.7x | 22.4x | 1.2x |
| Sat, 09 Jan 2021 | Rp6.4t | Rp5.2t | Rp268.5b | 224.9x | 23.7x | 1.2x |
| Fri, 02 Oct 2020 | Rp4.8t | Rp5.0t | Rp195.0b | 49.5x | 24.6x | 1x |
| Mon, 06 Jul 2020 | Rp3.8t | Rp4.5t | Rp213.1b | 17.9x | 18x | 0.8x |
| Thu, 09 Apr 2020 | Rp2.6t | Rp4.3t | Rp195.5b | 20.5x | 13.1x | 0.6x |
| Wed, 01 Jan 2020 | Rp5.3t | Rp4.3t | Rp205.6b | 20.9x | 25.8x | 1.2x |
Price to Earnings Ratio
24.9x
Current Industry PE
- Investors are pessimistic on the Indonesian Consumer Durables industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 10.6x which is lower than its 3-year average PE of 17.5x.
- The industry is trading close to its 3-year average PS ratio of 0.92x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 20% per year over the last three years.
- Revenues for these companies have grown 27% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Indonesian Consumer Discretionary industry?
| ID Market | 0.33% | |
| Consumer Discretionary | -7.47% | |
| Consumer Durables | -3.30% | |
| Household Appliances | 1.68% | |
| Housewares and Specialties | 1.18% | |
| Consumer Electronics | 0% | |
| Homebuilding | 0% | |
| Home Furnishings | -4.45% | |
Industry PE
- Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio.
- 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 Home Furnishings industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings decline of 28% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings grow by 26% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SCNP Selaras Citra Nusantara Perkasa | Rp242.00 | 1.7% +Rp10.0b | 22.2% | PE92.9x | |
| KICI Kedaung Indah Can | Rp220.00 | 5.8% +Rp3.3b | -36.0% | PE8.7x |