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Indonesian (IDX) Infrastructure Industry Analysis

UpdatedOct 30, 2023
DataAggregated Company Financials
Companies11
  • 7D-1.4%
  • 3M5.4%
  • 1Y10.1%
  • YTD8.5%

Over the last week, the Infrastructure has lost 1.4%. Meanwhile, Nusantara Infrastructure actually outperformed within the industry, gaining 21% in the last week. Over the past 12 months, the industry was up 10%. Earnings are forecast to grow by 9.2% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Oct 2023Rp56.7tRp36.3tRp5.4t8.8x10.4x1.6x
Wed, 27 Sep 2023Rp57.0tRp36.0tRp5.4t9x10.6x1.6x
Fri, 25 Aug 2023Rp50.6tRp35.2tRp5.2t9.5x9.7x1.4x
Sun, 23 Jul 2023Rp53.3tRp31.1tRp4.9t10x10.9x1.7x
Tue, 20 Jun 2023Rp53.4tRp31.1tRp4.8t9.8x11x1.7x
Thu, 18 May 2023Rp50.5tRp29.0tRp4.9t10.2x10.4x1.7x
Sat, 15 Apr 2023Rp50.0tRp29.1tRp4.8t9.6x10.5x1.7x
Mon, 13 Mar 2023Rp50.8tRp28.0tRp3.8t12.7x13.4x1.8x
Wed, 08 Feb 2023Rp53.8tRp28.0tRp3.8t13.3x14.2x1.9x
Fri, 06 Jan 2023Rp49.3tRp28.0tRp3.8t11.3x13.1x1.8x
Sun, 04 Dec 2022Rp48.2tRp28.1tRp4.0t11.2x12x1.7x
Tue, 01 Nov 2022Rp42.7tRp25.5tRp2.9t14.2x14.6x1.7x
Thu, 29 Sep 2022Rp43.1tRp25.5tRp2.9t13.2x14.8x1.7x
Sat, 27 Aug 2022Rp43.3tRp24.9tRp3.2t13.6x13.4x1.7x
Mon, 25 Jul 2022Rp43.4tRp25.0tRp3.1t13.8x13.9x1.7x
Wed, 22 Jun 2022Rp44.8tRp24.2tRp3.0t18.3x14.8x1.9x
Fri, 20 May 2022Rp45.2tRp23.9tRp2.8t16.8x16.3x1.9x
Sun, 17 Apr 2022Rp45.8tRp22.1tRp2.4t16.5x18.7x2.1x
Tue, 15 Mar 2022Rp44.7tRp20.7tRp1.9t24.6x24.1x2.2x
Thu, 10 Feb 2022Rp40.4tRp20.7tRp1.9t22.5x21.8x2x
Sat, 08 Jan 2022Rp44.5tRp20.7tRp1.9t26.2x24x2.2x
Mon, 06 Dec 2021Rp44.0tRp20.4tRp1.6t21.2x27x2.2x
Wed, 03 Nov 2021Rp44.4tRp20.4tRp1.7t17.8x25.5x2.2x
Fri, 01 Oct 2021Rp42.1tRp20.0tRp1.6t22.5x26.5x2.1x
Sun, 29 Aug 2021Rp43.4tRp20.0tRp1.6t22.1x27.4x2.2x
Mon, 05 Jul 2021Rp41.0tRp20.0tRp1.6t20.4x25.8x2.1x
Thu, 08 Apr 2021Rp47.0tRp18.9tRp334.8b46.6x140.4x2.5x
Sun, 10 Jan 2021Rp50.3tRp20.7tRp828.8b55.9x60.7x2.4x
Price to Earnings Ratio

28.4x


Total Market Cap: Rp35.9tTotal Earnings: Rp1.3tTotal Revenue: Rp23.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Indonesian Infrastructure Industry Price to Earnings3Y Average 31.4x202120222023
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 10.4x which is lower than its 3-year average PE of 31.4x.
  • 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 63% per year over the last three years.
  • Revenues for these companies have grown 15% 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-0.84%
Industrials-0.37%
Infrastructure-1.44%
Airport Services3.85%
Marine Ports and Services-0.37%
Highways and Railtracks-1.90%
Industry PE
  • Investors are most optimistic about the Highways and Railtracks industry even though it's trading below its 3-year average PE ratio of 23.8x.
    • Analysts are expecting annual earnings growth of 6.3%, which is lower than the prior year's growth of 59.6% per year.
  • Investors are most pessimistic about the Airport Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 22% over the next 5 years.
  • However this is lower than its past earnings growth rate of 143% per year.
  • In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 6.3% 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
META Nusantara InfrastructureRp238.0020.8%
+Rp710.3b		65.3%PS2.2x
JSMR Jasa Marga (Persero)Rp4.25k1.0%
+Rp290.3b		24.6%PE9.8x
CASS Cardig Aero ServicesRp675.009.8%
+Rp125.2b		57.7%PE7.7x
CMNP Citra Marga Nusaphala PersadaRp1.52k1.0%
+Rp81.5b		-21.6%PE8.8x
BIPI Astrindo Nusantara InfrastrukturRp113.000.9%
+Rp63.7b		-16.3%PE14.3x
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Latest News

CASS

Rp675.00

Cardig Aero Services

7D

9.8%

1Y

57.7%

IPCC

Rp750.00

Indonesia Kendaraan Terminal

7D

2.7%

1Y

45.6%

JSMR

Rp4,250.00

Jasa Marga (Persero)

7D

1.0%

1Y

24.6%

BBRM

Rp70.00

Pelayaran Nasional Bina Buana Raya

7D

1.4%

1Y

37.3%

IPCM

Rp282.00

Jasa Armada Indonesia

7D

0.7%

1Y

0.7%

CMNP

Rp1,520.00

Citra Marga Nusaphala Persada

7D

1.0%

1Y

-21.6%

BIPI

Rp113.00

Astrindo Nusantara Infrastruktur

7D

0.9%

1Y

-16.3%

META

Rp238.00

Nusantara Infrastructure

7D

20.8%

1Y

65.3%