Indonesian (IDX) Consumer Durables Industry Analysis
- 7D2.1%
- 3M0.9%
- 1Y1.2%
- YTD4.2%
Over the last 7 days, the Consumer Durables industry has risen 1.1%, driven by gains from Integra Indocabinet of 3.4%. Meanwhile, Cahaya Bintang Medan actually underperformed within the industry, shrinking 5.7% in the last week. Despite this gain, the industry's performance has been flat over the past year.
Industry Valuation and Performance
Has the Indonesian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Thu, 09 Dec 2021 | Rp6.6t | Rp7.2t | Rp477.4b | 101.3x |
| Sat, 06 Nov 2021 | Rp7.1t | Rp6.5t | Rp405.5b | 84.2x |
| Mon, 04 Oct 2021 | Rp6.3t | Rp6.5t | Rp400.2b | 87.6x |
| Wed, 01 Sep 2021 | Rp6.9t | Rp6.5t | Rp400.2b | 84.7x |
| Thu, 08 Jul 2021 | Rp7.2t | Rp6.5t | Rp400.2b | 83.7x |
| Wed, 31 Mar 2021 | Rp7.0t | Rp5.7t | Rp313.1b | 94.7x |
| Sat, 02 Jan 2021 | Rp6.4t | Rp5.2t | Rp268.5b | 224.9x |
| Tue, 06 Oct 2020 | Rp4.8t | Rp5.0t | Rp195.0b | 49.5x |
| Fri, 10 Jul 2020 | Rp3.8t | Rp4.5t | Rp213.1b | 17.9x |
| Thu, 02 Apr 2020 | Rp2.6t | Rp4.3t | Rp195.5b | 20.5x |
| Sun, 05 Jan 2020 | Rp5.3t | Rp4.3t | Rp205.6b | 20.9x |
| Wed, 09 Oct 2019 | Rp6.1t | Rp4.2t | Rp220.1b | 26x |
| Tue, 02 Jul 2019 | Rp6.4t | Rp4.1t | Rp223.7b | 23.4x |
| Fri, 05 Apr 2019 | Rp6.6t | Rp4.2t | Rp214.4b | 22.9x |
| Mon, 07 Jan 2019 | Rp4.9t | Rp4.2t | Rp226.4b | 22.2x |
22.2x
Current Industry PE: Investors are more optimistic on the industry, considering it's trading at a PE ratio of 101x which is higher than its 3-year average PE of 58.8x. It appears they are confident that earnings will grow faster in the future than they have historically.
Past Earnings Growth: The earnings for companies in the Consumer Durables industry have grown 28% per year over the last three years, and revenues for these companies have grown 20% 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 Durables industry?
| Home Furnishings | 2.73% | |
| Household Appliances | -1.48% | |
| Housewares and Specialties | -3.05% | |
Industry PE: Investors are most optimistic about the Home Furnishings industry which is trading above its 3-year average PE ratio of 75.3x. This is likely because analysts are expecting annual earnings growth of 16%, which is higher than its past year's earnings decline of 68% per year. Meanwhile, investors are most pessimistic about the Housewares and Specialties industry, which is trading below its 3-year average of 7.4x.
Forecasted Growth: Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 16% over the next 5 years. This is better than its past earnings decline of 68% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| WOOD Integra Indocabinet | 5.6%+Rp254.5b | 27.7% | PE10.1x | |
| GEMA Gema Grahasarana | 2.3%+Rp12.8b | 2.9% | PE101.3x | |
| CBMF Cahaya Bintang Medan | 2.5%+Rp3.8b | -83.9% | PE243.1x | |
| SOFA Boston Furniture Industries | 2.2%+Rp1.7b | -54.4% | PS2.6x |