Narrative Update • Jun 13

Last week, the Consumer Staples industry hasn't moved much but Cisarua Mountain Dairy is up 8.6% in that time. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 8.9% annually.
Has the Indonesian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 10 Jul 2026 | Rp971.4t | Rp1202.5t | Rp92.9t | 12.1x | 10.5x | 0.8x |
| Sun, 07 Jun 2026 | Rp889.5t | Rp1201.9t | Rp93.8t | 10.7x | 9.5x | 0.7x |
| Tue, 05 May 2026 | Rp1081.2t | Rp1188.1t | Rp86.3t | 13.4x | 12.5x | 0.9x |
| Thu, 02 Apr 2026 | Rp1078.4t | Rp1180.0t | Rp81.4t | 13.1x | 13.2x | 0.9x |
| Sat, 28 Feb 2026 | Rp1168.0t | Rp1161.7t | Rp74.4t | 15x | 15.7x | 1x |
| Mon, 26 Jan 2026 | Rp1236.1t | Rp1164.1t | Rp74.6t | 15.6x | 16.6x | 1.1x |
| Wed, 24 Dec 2025 | Rp1162.4t | Rp1164.1t | Rp74.6t | 15.5x | 15.6x | 1x |
| Fri, 21 Nov 2025 | Rp1214.2t | Rp1163.2t | Rp74.3t | 16x | 16.3x | 1x |
| Sun, 19 Oct 2025 | Rp1208.6t | Rp1147.2t | Rp73.4t | 15x | 16.5x | 1.1x |
| Tue, 16 Sep 2025 | Rp1036.9t | Rp1127.8t | Rp72.8t | 14.4x | 14.3x | 0.9x |
| Thu, 14 Aug 2025 | Rp1004.2t | Rp1128.0t | Rp72.8t | 13.9x | 13.8x | 0.9x |
| Sat, 12 Jul 2025 | Rp973.8t | Rp1115.5t | Rp69.7t | 14.8x | 14x | 0.9x |
| Mon, 09 Jun 2025 | Rp996.9t | Rp1115.0t | Rp69.8t | 15.2x | 14.3x | 0.9x |
| Wed, 07 May 2025 | Rp994.0t | Rp1109.1t | Rp69.1t | 14.6x | 14.4x | 0.9x |
| Fri, 04 Apr 2025 | Rp927.4t | Rp1112.6t | Rp67.5t | 14.3x | 13.7x | 0.8x |
| Sun, 02 Mar 2025 | Rp899.2t | Rp1101.3t | Rp67.0t | 15x | 13.4x | 0.8x |
| Tue, 28 Jan 2025 | Rp1010.8t | Rp1099.2t | Rp66.1t | 16.6x | 15.3x | 0.9x |
| Thu, 26 Dec 2024 | Rp1017.0t | Rp1095.9t | Rp66.0t | 16.7x | 15.4x | 0.9x |
| Sat, 23 Nov 2024 | Rp1036.0t | Rp1095.2t | Rp65.9t | 17.5x | 15.7x | 0.9x |
| Mon, 21 Oct 2024 | Rp1122.8t | Rp1088.0t | Rp63.1t | 17.4x | 17.8x | 1x |
| Wed, 18 Sep 2024 | Rp1076.1t | Rp1088.3t | Rp63.2t | 16.4x | 17x | 1x |
| Fri, 16 Aug 2024 | Rp1039.2t | Rp1089.9t | Rp62.8t | 16.8x | 16.5x | 1x |
| Sun, 14 Jul 2024 | Rp1056.7t | Rp1077.1t | Rp62.1t | 16x | 17x | 1x |
| Tue, 11 Jun 2024 | Rp1044.8t | Rp1076.2t | Rp62.4t | 15.9x | 16.7x | 1x |
| Thu, 09 May 2024 | Rp1038.1t | Rp1079.7t | Rp63.5t | 18.1x | 16.4x | 1x |
| Sat, 06 Apr 2024 | Rp1069.3t | Rp1062.2t | Rp64.3t | 16.9x | 16.6x | 1x |
| Mon, 04 Mar 2024 | Rp1064.4t | Rp1056.2t | Rp66.6t | 15.5x | 16x | 1x |
| Wed, 31 Jan 2024 | Rp1048.4t | Rp1058.4t | Rp66.3t | 15.7x | 15.8x | 1x |
| Fri, 29 Dec 2023 | Rp1094.0t | Rp1057.2t | Rp66.3t | 15.6x | 16.5x | 1x |
| Sun, 26 Nov 2023 | Rp1110.8t | Rp1052.8t | Rp65.7t | 16x | 16.9x | 1.1x |
| Tue, 24 Oct 2023 | Rp1113.7t | Rp1047.1t | Rp64.7t | 17.7x | 17.2x | 1.1x |
| Thu, 21 Sep 2023 | Rp1115.6t | Rp1046.0t | Rp64.6t | 18.2x | 17.3x | 1.1x |
| Sat, 19 Aug 2023 | Rp1166.3t | Rp1044.5t | Rp64.8t | 18.3x | 18x | 1.1x |
| Mon, 17 Jul 2023 | Rp1194.7t | Rp1050.6t | Rp63.2t | 18.2x | 18.9x | 1.1x |
18.9x
Which industries have driven the changes within the Indonesian Consumer Staples sector?
| ID Market | 2.59% | |
| Consumer Staples | 1.83% | |
| Food and Staples Retail | 3.97% | |
| Tobacco | 3.63% | |
| Personal Products | 3.34% | |
| Beverage | 2.56% | |
| Food | 1.60% | |
| Household Products | -2.46% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CMRY Cisarua Mountain Dairy | Rp4.69k | 8.6% +Rp2.9t | -0.6% | PE17.7x | |
| NSSS Nusantara Sawit Sejahtera | Rp710.00 | 16.4% +Rp2.4t | 104.0% | PE26.9x | |
| HMSP Hanjaya Mandala Sampoerna | Rp680.00 | 3.0% +Rp2.3t | 10.6% | PE11.7x | |
| AMRT Sumber Alfaria Trijaya | Rp1.42k | 3.3% +Rp1.8t | -37.4% | PE16.6x | |
| GGRM Gudang Garam | Rp16.33k | 5.3% +Rp1.6t | 87.1% | PE10.5x |