Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

<ul class="ul1"><li class="li1">Indonesia has been strong as investors have been more willing to invest in riskier assets throughout 2016.</li></ul><ul class="ul1"><li class="li1">Tax amnesty program being successful is part of the reason for the enthusiasm. Good for the currency and for government spending/infrastructure.</li></ul><ul class="ul1"><li class="li1">We believe that investor attitudes towards China are set to change in the coming months and that will be very positive for SE Asian markets.</li></ul><ul class="ul1"><li class="li1">
A period of relative uncertainty in Thailand and volatile politics in Philippines makes Indonesia one of the…</li></ul>

Indonesia has been strong as investors have been more willing to invest in riskier assets throughout 2016.Tax amnesty program being successful is part of the reason for the enthusiasm. Good for the currency and for government spending/infrastructure.We believe that investor attitudes towards China are set to change in the coming months and that will be very positive for SE Asian markets.
A period of relative uncertainty in Thailand and volatile politics in Philippines makes Indonesia one of the…

The Verdict on Investing in Indonesia - Riedel CNBC Interview

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of growth recorded since 1Q2014, and was largely driven by household expenditure and investment. Household expenditure, which grew 5.04% y-o-y compared to 4.94% y-o-y in 1Q, was partially supported by the Ramadan and Eid-ul-Fitr festivities in June. Gross fixed capital formation came in at 5.06% y-o-y in 2Q compared to an increase of 5.57% y-o-y in the…

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of growth recorded since 1Q2014, and was largely driven by household expenditure and investment. Household expenditure, which grew 5.04% y-o-y compared to 4.94% y-o-y in 1Q, was partially supported by the Ramadan and Eid-ul-Fitr festivities in June. Gross fixed capital formation came in at 5.06% y-o-y in 2Q compared to an increase of 5.57% y-o-y in the…

Indonesia: Strong Household Expenditure Drives GDP in 2Q2016

ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/metrodata-electronic-pt" target="_blank" data-smartkarma-citation="entities:7184:1" rel="noopener">PT Metrodata Electronics</a> finished FY2024 on a high note, booking a record net profit, driven by growth in its ICT distribution business and increased profitability in Solutions &amp; Consulting.</li>
<li>The distribution segment was driven by rapid growth from telco products, especially the Infinix brand, as well as networking and storage hardware for the corporate segment.</li>
<li>Solutions&amp;Consulting saw strong performance from financial services, and with 52% of revenues coming from recurrent income from areas like cloud services and software. AI and Cybersecurity are becoming key drivers.</li>
</ul>



PT Metrodata Electronics finished FY2024 on a high note, booking a record net profit, driven by growth in its ICT distribution business and increased profitability in Solutions &amp; Consulting.
The distribution segment was driven by rapid growth from telco products, especially the Infinix brand, as well as networking and storage hardware for the corporate segment.
Solutions&amp;Consulting saw strong performance from financial services, and with 52% of revenues coming from recurrent income from areas like cloud services and software. AI and Cybersecurity are becoming key drivers.


PT Metrodata Electronics (MTDL IJ) - Cybersecurity and AI to Be Future Drivers

<ul>
<li>
<a href="https://www.smartkarma.com/entities/metrodata-electronic-pt" target="_blank" data-smartkarma-citation="entities:7184:1" rel="noopener">PT Metrodata Electronics (MTDL IJ)</a> saw a steady 13% increase in profits in 3Q2024 but this masks a sharp sequential rebound in 3Q2024 from both ICT and Solutions &amp; Consulting.</li>
<li>The key driver for the ICT segment came from the telco segment, whilst the S&amp;C segment was driven by financial services and the corporate segment, with 55% recurrent segment revenues. </li>
<li>Outlook for 4Q2024 looks positive for S&amp;C with momentum picking up with the new government has taken office. MTDL is increasing exposure to AI now at 7% of S&amp;C sales.</li>
</ul>



PT Metrodata Electronics (MTDL IJ) saw a steady 13% increase in profits in 3Q2024 but this masks a sharp sequential rebound in 3Q2024 from both ICT and Solutions &amp; Consulting.
The key driver for the ICT segment came from the telco segment, whilst the S&amp;C segment was driven by financial services and the corporate segment, with 55% recurrent segment revenues. 
Outlook for 4Q2024 looks positive for S&amp;C with momentum picking up with the new government has taken office. MTDL is increasing exposure to AI now at 7% of S&amp;C sales.


PT Metrodata Electronics (MTDL IJ) - Sharp Rebound in Solutions & Consulting

<ul>
<li>
<a href="https://www.smartkarma.com/entities/metrodata-electronic-pt" target="_blank" data-smartkarma-citation="entities:7184:1" rel="noopener">PT Metrodata Electronics (MTDL IJ)</a> saw a strong rebound in 1Q2024 for its distribution business, especially for telco products, which partially offset the slower growth in solutions &amp; consulting. </li>
<li>Solutions&amp;consulting saw slow growth due to some delays over projects due to political uncertainty ahead of the election but it did have the support of recurrent income from software.</li>
<li>
<a href="https://www.smartkarma.com/entities/metrodata-electronic-pt" target="_blank" data-smartkarma-citation="entities:7184:1" rel="noopener">PT Metrodata Electronics</a> should see a recovery in solutions &amp; consulting in 2H2024, with increasing demand from AI-related projects, which will further drive future growth. Valuations remain attractive.</li>
</ul>



PT Metrodata Electronics (MTDL IJ) saw a strong rebound in 1Q2024 for its distribution business, especially for telco products, which partially offset the slower growth in solutions &amp; consulting. 
Solutions&amp;consulting saw slow growth due to some delays over projects due to political uncertainty ahead of the election but it did have the support of recurrent income from software.

PT Metrodata Electronics should see a recovery in solutions &amp; consulting in 2H2024, with increasing demand from AI-related projects, which will further drive future growth. Valuations remain attractive.


PT Metrodata Electronics (MTDL IJ) - A Future in AI Implementation

Indonesia

Metrodata Electronics is a leading Indonesian information and communication technology (ICT) company, providing digital solutions and distribution services. The company's operations are divided into distribution, which includes the sale of hardware and software, and solution and consultation, offering maintenance services, system management software, and professional services for consultation, implementation, and training. It utilizes emerging technologies such as cloud, big data, IoT, and AI. Headquartered in Jakarta, Indonesia, the company was founded in 1975.

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Metrodata Electronics (MTDL IJ)

The Verdict on Investing in Indonesia - Riedel CNBC Interview

Indonesia has been strong as investors have been more willing to invest in riskier assets throughout 2016.Tax amnesty program being successful is...

David Riedel

Indonesia: Strong Household Expenditure Drives GDP in 2Q2016

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of...

Rajan Govil

PT Metrodata Electronics (MTDL IJ) - Cybersecurity and AI to Be Future Drivers

PT Metrodata Electronics finished FY2024 on a high note, booking a record net profit, driven by growth in its ICT distribution business and...

Angus Mackintosh

PT Metrodata Electronics (MTDL IJ) - Sharp Rebound in Solutions & Consulting

Outlook for 4Q2024 looks positive for S&C with momentum picking up with the new government has taken office. MTDL is increasing exposure to AI now...

Angus Mackintosh

PT Metrodata Electronics (MTDL IJ) - A Future in AI Implementation

Metrodata should see a recovery in solutions & consulting in 2H2024, with increasing demand from AI-related projects, which will further drive...

Angus Mackintosh

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