Narrative Update • Jun 13

Over the last 7 days, the Consumer Staples industry has risen 1.7%, driven by gains from Cisarua Mountain Dairy of 7.7%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 8.8% annually.
Has the Indonesian Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 Jul 2026 | Rp963.0t | Rp1202.5t | Rp92.9t | 12.1x | 10.4x | 0.8x |
| Sat, 06 Jun 2026 | Rp889.5t | Rp1201.9t | Rp93.8t | 10.7x | 9.5x | 0.7x |
| Mon, 04 May 2026 | Rp1069.5t | Rp1188.0t | Rp86.3t | 13.4x | 12.4x | 0.9x |
| Wed, 01 Apr 2026 | Rp1066.9t | Rp1177.5t | Rp78.2t | 13.3x | 13.6x | 0.9x |
| Fri, 27 Feb 2026 | Rp1164.2t | Rp1161.6t | Rp74.4t | 15.1x | 15.6x | 1x |
| Sun, 25 Jan 2026 | Rp1236.1t | Rp1164.1t | Rp74.6t | 15.6x | 16.6x | 1.1x |
| Tue, 23 Dec 2025 | Rp1170.0t | Rp1164.0t | Rp74.6t | 15.4x | 15.7x | 1x |
| Thu, 20 Nov 2025 | Rp1214.3t | Rp1163.2t | Rp74.3t | 16.2x | 16.3x | 1x |
| Sat, 18 Oct 2025 | Rp1239.4t | Rp1147.2t | Rp73.5t | 15x | 16.9x | 1.1x |
| Mon, 15 Sep 2025 | Rp1033.4t | Rp1127.8t | Rp72.8t | 14.4x | 14.2x | 0.9x |
| Wed, 13 Aug 2025 | Rp1007.1t | Rp1128.0t | Rp72.8t | 14.1x | 13.8x | 0.9x |
| Fri, 11 Jul 2025 | Rp973.8t | Rp1115.5t | Rp69.7t | 14.8x | 14x | 0.9x |
| Sun, 08 Jun 2025 | Rp996.9t | Rp1115.0t | Rp69.8t | 15.2x | 14.3x | 0.9x |
| Tue, 06 May 2025 | Rp984.5t | Rp1108.5t | Rp69.0t | 14.3x | 14.3x | 0.9x |
| Thu, 03 Apr 2025 | Rp927.4t | Rp1113.6t | Rp67.6t | 14.6x | 13.7x | 0.8x |
| Sat, 01 Mar 2025 | Rp899.6t | Rp1099.8t | Rp65.9t | 15x | 13.6x | 0.8x |
| Mon, 27 Jan 2025 | Rp1010.8t | Rp1099.2t | Rp66.1t | 16.6x | 15.3x | 0.9x |
| Wed, 25 Dec 2024 | Rp1017.0t | Rp1095.9t | Rp66.0t | 16.7x | 15.4x | 0.9x |
| Fri, 22 Nov 2024 | Rp1033.6t | Rp1095.3t | Rp65.9t | 17.3x | 15.7x | 0.9x |
| Sun, 20 Oct 2024 | Rp1122.8t | Rp1088.0t | Rp63.1t | 17.4x | 17.8x | 1x |
| Tue, 17 Sep 2024 | Rp1073.3t | Rp1088.6t | Rp63.2t | 16.4x | 17x | 1x |
| Thu, 15 Aug 2024 | Rp1042.8t | Rp1089.9t | Rp62.8t | 16.8x | 16.6x | 1x |
| Sat, 13 Jul 2024 | Rp1055.4t | Rp1077.2t | Rp62.1t | 16x | 17x | 1x |
| Mon, 10 Jun 2024 | Rp1044.8t | Rp1076.1t | Rp62.4t | 16.3x | 16.7x | 1x |
| Wed, 08 May 2024 | Rp1046.1t | Rp1079.2t | Rp63.5t | 18.4x | 16.5x | 1x |
| Fri, 05 Apr 2024 | Rp1074.3t | Rp1062.2t | Rp64.3t | 18.2x | 16.7x | 1x |
| Sun, 03 Mar 2024 | Rp1064.4t | Rp1056.2t | Rp66.6t | 15.5x | 16x | 1x |
| Tue, 30 Jan 2024 | Rp1053.3t | Rp1058.5t | Rp66.3t | 15.9x | 15.9x | 1x |
| Thu, 28 Dec 2023 | Rp1078.9t | Rp1057.2t | Rp66.3t | 15x | 16.3x | 1x |
| Sat, 25 Nov 2023 | Rp1116.2t | Rp1052.8t | Rp65.7t | 16x | 17x | 1.1x |
| Mon, 23 Oct 2023 | Rp1127.6t | Rp1047.1t | Rp64.7t | 17.8x | 17.4x | 1.1x |
| Wed, 20 Sep 2023 | Rp1115.6t | Rp1046.3t | Rp64.7t | 18.7x | 17.2x | 1.1x |
| Fri, 18 Aug 2023 | Rp1166.3t | Rp1044.6t | Rp64.8t | 19x | 18x | 1.1x |
| Sun, 16 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 | 0.80% | |
| Personal Products | 5.02% | |
| Food and Staples Retail | 2.57% | |
| Beverage | 1.58% | |
| Food | 0.74% | |
| Tobacco | 0.60% | |
| Household Products | -2.19% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CMRY Cisarua Mountain Dairy | Rp4.75k | 7.7% +Rp2.7t | 1.1% | PE17.9x | |
| TAPG Triputra Agro Persada | Rp1.54k | 4.1% +Rp1.2t | 36.9% | PE8.4x | |
| YUPI Yupi Indo Jelly Gum | Rp1.35k | 10.7% +Rp1.1t | -30.7% | PE18.4x | |
| BEEF Estika Tata Tiara | Rp274.00 | 71.3% +Rp925.7b | -2.8% | PE20.8x | |
| NSSS Nusantara Sawit Sejahtera | Rp620.00 | 6.0% +Rp833.1b | 78.2% | PE23.5x |