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Indonesian (IDX) Infrastructure Industry Analysis

UpdatedMar 02, 2024
DataAggregated Company Financials
Companies10
  • 7D4.5%
  • 3M6.6%
  • 1Y21.3%
  • YTD5.7%

In the last week, the Infrastructure industry is up 4.6%, with Jasa Marga (Persero) up 7.4%. Meanwhile, Astrindo Nusantara Infrastruktur actually underperformed within the industry, shrinking 13% in the last week. In the last 12 months, the industry was up 22%. As for the next few years, earnings are forecast to decline by 33% per annum.

Industry Valuation and Performance

Has the Indonesian Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 02 Mar 2024Rp60.0tRp36.4tRp10.1t9.3x5.9x1.7x
Mon, 29 Jan 2024Rp59.2tRp38.6tRp10.0t9.5x5.9x1.5x
Wed, 27 Dec 2023Rp60.9tRp38.5tRp10.0t8.8x6.1x1.6x
Fri, 24 Nov 2023Rp58.5tRp37.5tRp5.4t8.4x10.8x1.6x
Sun, 22 Oct 2023Rp57.5tRp36.2tRp5.4t8.8x10.6x1.6x
Tue, 19 Sep 2023Rp56.6tRp36.0tRp5.4t9.2x10.5x1.6x
Thu, 17 Aug 2023Rp51.4tRp35.2tRp5.2t9.4x9.8x1.5x
Sat, 15 Jul 2023Rp51.7tRp31.1tRp4.8t9.9x10.7x1.7x
Mon, 12 Jun 2023Rp52.5tRp30.8tRp4.9t9.6x10.7x1.7x
Wed, 10 May 2023Rp51.4tRp28.8tRp4.9t10.2x10.6x1.8x
Fri, 07 Apr 2023Rp50.6tRp28.5tRp4.7t9.6x10.7x1.8x
Sun, 05 Mar 2023Rp51.3tRp28.0tRp3.8t12.9x13.6x1.8x
Tue, 31 Jan 2023Rp50.4tRp28.0tRp3.8t12.2x13.3x1.8x
Thu, 29 Dec 2022Rp49.3tRp28.0tRp3.8t11x13.1x1.8x
Sat, 26 Nov 2022Rp41.4tRp26.3tRp3.4t11.8x12x1.6x
Mon, 24 Oct 2022Rp43.3tRp25.5tRp2.9t13.3x14.8x1.7x
Wed, 21 Sep 2022Rp43.6tRp25.0tRp3.3t13.3x13.3x1.7x
Fri, 19 Aug 2022Rp43.7tRp25.1tRp3.2t13.8x13.8x1.7x
Sun, 17 Jul 2022Rp42.8tRp25.0tRp3.1t13.8x13.7x1.7x
Tue, 14 Jun 2022Rp46.1tRp24.2tRp3.0t18.2x15.1x1.9x
Thu, 12 May 2022Rp46.6tRp22.2tRp2.5t21.8x18.4x2.1x
Sat, 09 Apr 2022Rp45.8tRp22.1tRp2.4t17.1x18.7x2.1x
Mon, 07 Mar 2022Rp42.5tRp20.7tRp1.9t22.6x22.9x2.1x
Wed, 02 Feb 2022Rp39.5tRp20.7tRp1.9t21.8x21.3x1.9x
Fri, 31 Dec 2021Rp45.9tRp20.7tRp1.9t25.8x24.7x2.2x
Sun, 28 Nov 2021Rp44.4tRp20.4tRp1.6t23.4x27.4x2.2x
Tue, 26 Oct 2021Rp46.9tRp20.4tRp1.7t21.1x26.9x2.3x
Thu, 23 Sep 2021Rp43.9tRp20.0tRp1.6t22.7x27.6x2.2x
Sat, 21 Aug 2021Rp44.5tRp20.0tRp1.6t21.8x28.1x2.2x
Sat, 05 Jun 2021Rp46.0tRp18.9tRp334.8b42.4x137.5x2.4x
Tue, 09 Mar 2021Rp45.8tRp20.7tRp828.8b39.2x55.3x2.2x
Price to Earnings Ratio

55.3x


Total Market Cap: Rp45.8tTotal Earnings: Rp828.8bTotal Revenue: Rp20.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Indonesian Infrastructure Industry Price to Earnings3Y Average 26.4x202220232024
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 5.9x which is lower than its 3-year average PE of 26.4x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 130% per year over the last three years.
  • Revenues for these companies have grown 21% 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 Market1.12%
Industrials-0.39%
Infrastructure4.45%
Highways and Railtracks7.57%
Airport Services-0.56%
Marine Ports and Services-7.79%
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 0.51x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Highways and Railtracks industry, which is trading below its 3-year average of 20.3x.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Highways and Railtracks industry since they expect its earnings to decline by only 33% per year over the next 5 years, which isn't as bad as the other industries.
  • This is a reversal from its past annual earnings growth rate of 163% per year.
  • In contrast, the Highways and Railtracks industry is expected to see its earnings decline by 33% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
JSMR Jasa Marga (Persero)Rp5.50k8.9%
+Rp3.3t
64.7%PE5.2x
CMNP Citra Marga Nusaphala PersadaRp1.55k1.6%
+Rp135.9b
-16.5%PE7.6x
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Latest News

BIPI

Rp82.00

Astrindo Nusantara Infrastruktur

7D

-12.8%

1Y

-46.4%

JSMR

Rp5,500.00

Jasa Marga (Persero)

7D

8.9%

1Y

64.7%

PTIS

Rp254.00

Indo Straits

7D

-8.0%

1Y

-27.4%

IPCM

Rp278.00

Jasa Armada Indonesia

7D

-0.7%

1Y

1.5%

CASS

Rp880.00

Cardig Aero Services

7D

-0.6%

1Y

106.6%

IPCC

Rp695.00

Indonesia Kendaraan Terminal

7D

-3.5%

1Y

6.9%

CMNP

Rp1,545.00

Citra Marga Nusaphala Persada

7D

1.6%

1Y

-16.5%