Indonesian (IDX) Infrastructure Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies11
- 7D4.2%
- 3M3.5%
- 1Y15.3%
- YTD4.0%
The Infrastructure industry is up 4.2% in the last week, with Jasa Marga (Persero) up 6.3%. This takes the industry's 12 month performance to a gain of 15%. In the next few years, earnings are forecast to decline by 18% annually.
Industry Valuation and Performance
Has the Indonesian Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | Rp59.2t | Rp45.8t | Rp9.0t | 8.4x | 6.6x | 1.3x |
| Sun, 23 Jun 2024 | Rp55.1t | Rp43.4t | Rp9.1t | 7.7x | 6x | 1.3x |
| Tue, 21 May 2024 | Rp56.6t | Rp43.9t | Rp9.1t | 9x | 6.2x | 1.3x |
| Thu, 18 Apr 2024 | Rp60.2t | Rp39.1t | Rp9.2t | 8.3x | 6.6x | 1.5x |
| Sat, 16 Mar 2024 | Rp57.5t | Rp38.7t | Rp9.2t | 9.2x | 6.3x | 1.5x |
| Mon, 12 Feb 2024 | Rp56.4t | Rp36.3t | Rp10.1t | 9.2x | 5.6x | 1.6x |
| Wed, 10 Jan 2024 | Rp59.8t | Rp38.5t | Rp10.0t | 8.7x | 6x | 1.6x |
| Fri, 08 Dec 2023 | Rp60.9t | Rp38.5t | Rp10.0t | 8.2x | 6.1x | 1.6x |
| Sun, 05 Nov 2023 | Rp57.7t | Rp37.2t | Rp5.5t | 8.3x | 10.5x | 1.5x |
| Tue, 03 Oct 2023 | Rp57.5t | Rp36.1t | Rp5.4t | 8.9x | 10.6x | 1.6x |
| Thu, 31 Aug 2023 | Rp53.1t | Rp35.8t | Rp5.5t | 9.5x | 9.6x | 1.5x |
| Sat, 29 Jul 2023 | Rp52.9t | Rp31.1t | Rp4.9t | 9.7x | 10.8x | 1.7x |
| Mon, 26 Jun 2023 | Rp51.5t | Rp31.1t | Rp4.8t | 9.8x | 10.6x | 1.7x |
| Wed, 24 May 2023 | Rp50.7t | Rp28.9t | Rp4.7t | 9.9x | 10.7x | 1.8x |
| Fri, 21 Apr 2023 | Rp48.9t | Rp29.2t | Rp4.8t | 9.5x | 10.3x | 1.7x |
| Sun, 19 Mar 2023 | Rp48.3t | Rp28.3t | Rp4.7t | 10.5x | 10.4x | 1.7x |
| Tue, 14 Feb 2023 | Rp52.7t | Rp28.0t | Rp3.8t | 13.2x | 14x | 1.9x |
| Thu, 12 Jan 2023 | Rp51.0t | Rp28.0t | Rp3.8t | 12.4x | 13.5x | 1.8x |
| Sat, 10 Dec 2022 | Rp47.4t | Rp28.0t | Rp3.8t | 10.8x | 12.6x | 1.7x |
| Mon, 07 Nov 2022 | Rp41.2t | Rp25.5t | Rp2.9t | 13.6x | 14.1x | 1.6x |
| Wed, 05 Oct 2022 | Rp41.7t | Rp25.5t | Rp2.9t | 13.2x | 14.3x | 1.6x |
| Fri, 02 Sep 2022 | Rp44.0t | Rp24.9t | Rp3.2t | 13.6x | 13.6x | 1.8x |
| Sun, 31 Jul 2022 | Rp44.2t | Rp25.0t | Rp3.1t | 14x | 14.2x | 1.8x |
| Tue, 28 Jun 2022 | Rp45.4t | Rp24.9t | Rp3.1t | 18.6x | 14.6x | 1.8x |
| Thu, 26 May 2022 | Rp45.6t | Rp23.9t | Rp2.8t | 18.8x | 16.5x | 1.9x |
| Sat, 23 Apr 2022 | Rp46.1t | Rp22.1t | Rp2.4t | 17x | 19x | 2.1x |
| Mon, 21 Mar 2022 | Rp44.7t | Rp20.7t | Rp1.9t | 23.9x | 24.1x | 2.2x |
| Wed, 16 Feb 2022 | Rp41.9t | Rp20.7t | Rp1.9t | 22x | 22.6x | 2x |
| Fri, 14 Jan 2022 | Rp42.3t | Rp20.7t | Rp1.9t | 24.9x | 22.8x | 2x |
| Sun, 12 Dec 2021 | Rp43.8t | Rp20.5t | Rp1.6t | 21.1x | 26.6x | 2.1x |
| Tue, 09 Nov 2021 | Rp46.0t | Rp20.4t | Rp1.7t | 20.5x | 26.4x | 2.3x |
| Thu, 07 Oct 2021 | Rp43.9t | Rp20.0t | Rp1.6t | 21.3x | 27.6x | 2.2x |
| Sat, 04 Sep 2021 | Rp44.8t | Rp20.0t | Rp1.6t | 23.1x | 28.2x | 2.2x |
| Mon, 02 Aug 2021 | Rp45.3t | Rp20.0t | Rp1.6t | 23.3x | 28.6x | 2.3x |
Price to Earnings Ratio
28.6x
Current Industry PE
- Investors are pessimistic on the Indonesian Infrastructure 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 6.6x which is lower than its 3-year average PE of 14.2x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 78% per year over the last three years.
- Revenues for these companies have grown 32% 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 Industrials industry?
| ID Market | -1.21% | |
| Industrials | -0.92% | |
| Infrastructure | 4.18% | |
| Highways and Railtracks | 5.33% | |
| Airport Services | 4.05% | |
| Marine Ports and Services | -1.71% | |
Industry PE
- Investors are most optimistic about the Marine Ports and Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 11.6%, which is higher than its past year's earnings decline of 4.1% per year.
- Investors are most pessimistic about the Highways and Railtracks industry, which is trading below its 3-year average of 13.5x.
Forecasted Growth
- Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 12% over the next 5 years.
- This is better than its past earnings decline of 4.1% per year.
- In contrast, the Highways and Railtracks industry is expected to see its earnings decline by 19% 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 | |
|---|---|---|---|---|---|
| JSMR Jasa Marga (Persero) | Rp5.48k | 2.3% +Rp907.2b | 43.0% | PE5.8x | |
| CASS Cardig Aero Services | Rp1.16k | 5.0% +Rp114.8b | 102.6% | PE9.9x | |
| CMNP Citra Marga Nusaphala Persada | Rp1.53k | 0.3% +Rp27.2b | -9.5% | PE8x | |
| BBRM Pelayaran Nasional Bina Buana Raya | Rp61.00 | 1.7% +Rp8.5b | -1.6% | PE8.4x | |
| CBRE Cakra Buana Resources Energi | Rp26.00 | 4.0% +Rp4.5b | -48.0% | PS2.6x |