Indonesian (IDX) Paper and Forestry Products Industry Analysis
UpdatedMay 18, 2024
DataAggregated Company Financials
Companies8
- 7D3.2%
- 3M25.3%
- 1Y35.2%
- YTD15.4%
Over the last 7 days, the Paper and Forestry Products industry has risen 2.3%, driven by gains in Indah Kiat Pulp & Paper and Pabrik Kertas Tjiwi Kimia of 1.8% and 3.3%, respectively. Meanwhile, SLJ Global actually underperformed within the industry, shrinking 5.9% in the last week. In the last 12 months, the industry was up 33%. Earnings are forecast to grow by 34% annually.
Industry Valuation and Performance
Has the Indonesian Paper and Forestry Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | Rp83.5t | Rp79.0t | Rp10.6t | 7.2x | 7.9x | 1.1x |
| Tue, 16 Apr 2024 | Rp80.3t | Rp78.5t | Rp8.9t | 8.3x | 9x | 1x |
| Thu, 14 Mar 2024 | Rp72.3t | Rp81.3t | Rp12.4t | 5.5x | 5.8x | 0.9x |
| Sat, 10 Feb 2024 | Rp67.3t | Rp81.6t | Rp12.4t | 5.1x | 5.4x | 0.8x |
| Mon, 08 Jan 2024 | Rp73.2t | Rp80.9t | Rp12.3t | 5.7x | 5.9x | 0.9x |
| Wed, 06 Dec 2023 | Rp74.7t | Rp81.2t | Rp12.3t | 5.7x | 6.1x | 0.9x |
| Fri, 03 Nov 2023 | Rp71.7t | Rp88.3t | Rp17.6t | 4.1x | 4.1x | 0.8x |
| Sun, 01 Oct 2023 | Rp96.4t | Rp86.5t | Rp17.2t | 5.4x | 5.6x | 1.1x |
| Tue, 29 Aug 2023 | Rp81.4t | Rp85.5t | Rp17.0t | 4.6x | 4.8x | 1x |
| Thu, 27 Jul 2023 | Rp75.7t | Rp86.5t | Rp18.8t | 4.2x | 4x | 0.9x |
| Sat, 24 Jun 2023 | Rp68.0t | Rp86.3t | Rp18.8t | 3.9x | 3.6x | 0.8x |
| Mon, 22 May 2023 | Rp63.0t | Rp85.7t | Rp18.8t | 3.7x | 3.4x | 0.7x |
| Wed, 19 Apr 2023 | Rp67.0t | Rp85.0t | Rp20.4t | 3.8x | 3.3x | 0.8x |
| Fri, 17 Mar 2023 | Rp63.2t | Rp88.1t | Rp20.8t | 4.4x | 3x | 0.7x |
| Sun, 12 Feb 2023 | Rp75.7t | Rp87.5t | Rp19.4t | 4.5x | 3.9x | 0.9x |
| Tue, 10 Jan 2023 | Rp73.8t | Rp88.9t | Rp19.8t | 9.5x | 3.7x | 0.8x |
| Thu, 08 Dec 2022 | Rp81.3t | Rp88.0t | Rp19.3t | 15x | 4.2x | 0.9x |
| Sat, 05 Nov 2022 | Rp82.4t | Rp84.8t | Rp15.3t | 15.7x | 5.4x | 1x |
| Mon, 03 Oct 2022 | Rp76.7t | Rp82.0t | Rp14.7t | 16.7x | 5.2x | 0.9x |
| Wed, 31 Aug 2022 | Rp70.6t | Rp77.8t | Rp12.6t | 15x | 5.6x | 0.9x |
| Fri, 29 Jul 2022 | Rp65.7t | Rp78.0t | Rp12.6t | 18.5x | 5.2x | 0.8x |
| Sun, 26 Jun 2022 | Rp66.9t | Rp76.5t | Rp12.5t | 18.6x | 5.4x | 0.9x |
| Tue, 24 May 2022 | Rp67.5t | Rp72.9t | Rp11.8t | 18.3x | 5.7x | 0.9x |
| Thu, 21 Apr 2022 | Rp67.0t | Rp71.2t | Rp11.8t | 6x | 5.7x | 0.9x |
| Sat, 19 Mar 2022 | Rp69.8t | Rp66.6t | Rp8.5t | 10.1x | 8.2x | 1x |
| Mon, 14 Feb 2022 | Rp68.7t | Rp66.6t | Rp8.5t | 9.9x | 8.1x | 1x |
| Wed, 12 Jan 2022 | Rp74.5t | Rp66.7t | Rp8.5t | 10.9x | 8.8x | 1.1x |
| Fri, 10 Dec 2021 | Rp70.5t | Rp66.3t | Rp8.4t | 10.6x | 8.4x | 1.1x |
| Sun, 07 Nov 2021 | Rp75.6t | Rp63.5t | Rp8.3t | 10x | 9.1x | 1.2x |
| Tue, 05 Oct 2021 | Rp77.4t | Rp63.2t | Rp8.3t | 10x | 9.4x | 1.2x |
| Thu, 02 Sep 2021 | Rp71.7t | Rp64.3t | Rp8.3t | 11.4x | 8.6x | 1.1x |
| Sat, 31 Jul 2021 | Rp62.3t | Rp64.3t | Rp8.3t | 10.9x | 7.5x | 1x |
Price to Earnings Ratio
15.9x
Current Industry PE
- Investors are optimistic on the Indonesian Forestry industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 7.9x which is higher than its 3-year average PE of 6.2x.
- The 3-year average PS ratio of 0.96x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Forestry industry have grown 28% per year over the last three years.
- Revenues for these companies have grown 8.7% 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 Materials industry?
| ID Market | 4.21% | |
| Materials | 9.26% | |
| Paper and Forestry Products | 3.16% | |
| Paper Products | 3.23% | |
| Forestry Products | 0.89% | |
Industry PE
- Investors are most optimistic about the Paper Products industry which is trading above its 3-year average PE ratio of 6.2x.
- Analysts are expecting annual earnings growth of 34.5%, which is higher than its past year's earnings decline of 46.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Paper Products industry, expecting annual earnings growth of 34% over the next 5 years.
- This is better than its past earnings decline of 47% per year.
- In contrast, the Paper Products industry is expected to see its earnings grow by 34% 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 | |
|---|---|---|---|---|---|
| INKP Indah Kiat Pulp & Paper | Rp9.80k | 2.9% +Rp1.5t | 35.6% | PE8.2x | |
| TKIM Pabrik Kertas Tjiwi Kimia | Rp8.55k | 4.0% +Rp1.0t | 50.7% | PE6.2x | |
| IFII Indonesia Fibreboard Industry | Rp173.00 | 2.4% +Rp37.6b | -7.5% | PE13.8x | |
| INRU Toba Pulp Lestari | Rp470.00 | 5.9% +Rp36.1b | -37.3% | PS0.4x | |
| FWCT Wijaya Cahaya Timber | Rp140.00 | 7.7% +Rp18.8b | 94.4% | PE3.5x |