Indonesian (IDX) Real Estate Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies84
- 7D-0.4%
- 3M3.5%
- 1Y-15.4%
- YTD-7.5%
Last week, the Real Estate industry hasn't moved much but Sentul City is up 36% in that time. As for the longer term, the industry has declined 15% in the last year. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the Indonesian Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | Rp229.6t | Rp99.1t | Rp10.4t | 15x | 22.1x | 2.3x |
| Sun, 23 Jun 2024 | Rp210.1t | Rp98.7t | Rp10.3t | 14.9x | 20.5x | 2.1x |
| Tue, 21 May 2024 | Rp225.6t | Rp98.6t | Rp10.5t | 17.1x | 21.6x | 2.3x |
| Thu, 18 Apr 2024 | Rp224.3t | Rp95.4t | Rp12.8t | 17.9x | 17.5x | 2.4x |
| Sat, 16 Mar 2024 | Rp235.8t | Rp95.3t | Rp17.0t | 13.2x | 13.9x | 2.5x |
| Mon, 12 Feb 2024 | Rp243.9t | Rp94.7t | Rp16.8t | 14x | 14.5x | 2.6x |
| Wed, 10 Jan 2024 | Rp250.6t | Rp94.7t | Rp16.7t | 14.8x | 15x | 2.6x |
| Fri, 08 Dec 2023 | Rp246.7t | Rp94.8t | Rp16.7t | 14.3x | 14.7x | 2.6x |
| Sun, 05 Nov 2023 | Rp248.9t | Rp95.3t | Rp16.2t | 15.3x | 15.4x | 2.6x |
| Tue, 03 Oct 2023 | Rp259.6t | Rp97.8t | Rp16.8t | 15.1x | 15.4x | 2.7x |
| Thu, 31 Aug 2023 | Rp277.2t | Rp98.1t | Rp17.3t | 14.9x | 16x | 2.8x |
| Sat, 29 Jul 2023 | Rp269.4t | Rp94.9t | Rp16.2t | 16.9x | 16.7x | 2.8x |
| Mon, 26 Jun 2023 | Rp246.2t | Rp94.9t | Rp16.3t | 13.2x | 15.1x | 2.6x |
| Wed, 24 May 2023 | Rp238.3t | Rp94.9t | Rp15.7t | 15.6x | 15.1x | 2.5x |
| Fri, 21 Apr 2023 | Rp227.0t | Rp92.1t | Rp12.6t | 17.8x | 18x | 2.5x |
| Sun, 19 Mar 2023 | Rp5.7t | Rp1.3t | Rp204.3b | 37x | 27.9x | 4.3x |
| Tue, 14 Feb 2023 | Rp234.2t | Rp91.9t | Rp12.8t | 15.9x | 18.2x | 2.6x |
| Thu, 12 Jan 2023 | Rp233.6t | Rp92.0t | Rp12.9t | 17x | 18.1x | 2.5x |
| Sat, 10 Dec 2022 | Rp232.0t | Rp91.8t | Rp12.6t | 16.8x | 18.4x | 2.5x |
| Mon, 07 Nov 2022 | Rp227.4t | Rp89.3t | Rp11.7t | 17.6x | 19.4x | 2.5x |
| Wed, 05 Oct 2022 | Rp219.2t | Rp85.4t | Rp8.9t | 19x | 24.7x | 2.6x |
| Fri, 02 Sep 2022 | Rp220.3t | Rp85.9t | Rp8.9t | 17.4x | 24.8x | 2.6x |
| Sun, 31 Jul 2022 | Rp219.2t | Rp84.0t | Rp7.7t | 21.6x | 28.4x | 2.6x |
| Tue, 28 Jun 2022 | Rp216.9t | Rp84.4t | Rp7.9t | 20.7x | 27.6x | 2.6x |
| Thu, 26 May 2022 | Rp219.7t | Rp83.5t | Rp5.8t | 27.3x | 37.8x | 2.6x |
| Sat, 23 Apr 2022 | Rp225.0t | Rp81.6t | Rp5.3t | 27x | 42.4x | 2.8x |
| Mon, 21 Mar 2022 | Rp225.4t | Rp80.7t | -Rp3,723,267,772,925.00 | 32.9x | -60.5x | 2.8x |
| Wed, 16 Feb 2022 | Rp224.7t | Rp80.4t | -Rp4,023,818,406,381.00 | 32x | -55.8x | 2.8x |
| Fri, 14 Jan 2022 | Rp225.1t | Rp80.4t | -Rp4,023,818,406,381.00 | 34.3x | -55.9x | 2.8x |
| Sun, 12 Dec 2021 | Rp240.9t | Rp78.6t | -Rp3,232,211,139,447.00 | 38.2x | -74.5x | 3.1x |
| Tue, 09 Nov 2021 | Rp256.8t | Rp76.1t | -Rp4,975,769,958,416.00 | 30x | -51.6x | 3.4x |
| Thu, 07 Oct 2021 | Rp250.4t | Rp73.8t | -Rp6,347,422,288,445.00 | 27.5x | -39.5x | 3.4x |
| Sat, 04 Sep 2021 | Rp254.6t | Rp75.4t | -Rp8,303,885,264,103.00 | 27x | -30.7x | 3.4x |
| Mon, 02 Aug 2021 | Rp258.8t | Rp75.4t | -Rp8,303,885,264,103.00 | 27x | -31.2x | 3.4x |
Price to Earnings Ratio
-31.2x
Current Industry PE
- Investors are optimistic on the Indonesian Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 22.1x which is higher than its 3-year average PE of 5.2x.
- The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- Total earnings for the Real Estate industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 9.6% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Indonesian Real Estate industry?
| ID Market | -1.21% | |
| Real Estate | -0.37% | |
| Real Estate | -0.37% | |
| Real Estate Services | 1.23% | |
| Real Estate Development | -0.018% | |
| Diversified Real Estate | -0.18% | |
| Real Estate Operating Companies | -2.37% | |
Industry PE
- Investors are most optimistic about the Real Estate Services industry which is trading above its 3-year average PE ratio of 35.3x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Diversified Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.7x.
Forecasted Growth
- Analysts are most optimistic on the Diversified Real Estate industry, expecting annual earnings growth of 15% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Real Estate Development industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| BKSL Sentul City | Rp46.00 | 21.1% +Rp1.3t | -8.0% | PE34x | |
| DUTI Duta Pertiwi | Rp4.12k | 3.0% +Rp222.0b | -10.8% | PE8.7x | |
| SMDM Suryamas Dutamakmur | Rp254.00 | 21.0% +Rp210.0b | 35.1% | PE10.4x | |
| EMDE Megapolitan Developments | Rp181.00 | 32.1% +Rp147.4b | 54.7% | PS3.5x | |
| LPCK Lippo Cikarang | Rp675.00 | 8.9% +Rp147.4b | -34.1% | PE7.9x |