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

<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> is Indonesia's leading ICT distributor and one of the largest IT solutions &amp; consulting companies, making it a play on growing digitalisation in the country.</li>
<li>The company has seen strong demand from several sectors for its solutions &amp; consulting business, most notably from banks for digital transformations, oil &amp; gas, and telecoms </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> is also seeing a strong rebound in its ICT distribution business, with its higher-margin solutions outperforming boosted by public sector growth. Valuations compelling on 8.7x FY2024E PER.</li>
</ul>



PT Metrodata Electronics is Indonesia's leading ICT distributor and one of the largest IT solutions &amp; consulting companies, making it a play on growing digitalisation in the country.
The company has seen strong demand from several sectors for its solutions &amp; consulting business, most notably from banks for digital transformations, oil &amp; gas, and telecoms 

PT Metrodata Electronics is also seeing a strong rebound in its ICT distribution business, with its higher-margin solutions outperforming boosted by public sector growth. Valuations compelling on 8.7x FY2024E PER.


PT Metrodata Electronics (MTDL IJ) - Digitising Private and Public Indonesia

<ul>
<li>
<a href="https://www.smartkarma.com/entities/metrodata-electronic-pt" target="_blank" data-smartkarma-citation="entities:7184:1" rel="noopener">Metrodata Electronics</a> released a mixed set of 1Q2023 results, as its ICT distribution slowed as consumers held back from new purchases but this was offset by stronger Solutions&amp;Consulting revenues.</li>
<li>Solutions&amp;Consulting saw strong growth from financial services, with the ongoing boost from BIFAST plus there was strong growth from telcos and the government segment, as it focuses on digitalisation. </li>
<li>
<a href="https://www.smartkarma.com/entities/metrodata-electronic-pt" target="_blank" data-smartkarma-citation="entities:7184:1" rel="noopener">Metrodata Electronics</a> management remains optimistic for 2023, with an expected recovery in distribution revenues in 2H2023 with the guidance of 8% growth for both revenue and net profits for FY2023. </li>
</ul>



Metrodata Electronics released a mixed set of 1Q2023 results, as its ICT distribution slowed as consumers held back from new purchases but this was offset by stronger Solutions&amp;Consulting revenues.
Solutions&amp;Consulting saw strong growth from financial services, with the ongoing boost from BIFAST plus there was strong growth from telcos and the government segment, as it focuses on digitalisation. 

Metrodata Electronics management remains optimistic for 2023, with an expected recovery in distribution revenues in 2H2023 with the guidance of 8% growth for both revenue and net profits for FY2023. 


PT Metrodata Electronics (MTDL IJ) - Enabling Digitalization Across Sectors

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)

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

PT Metrodata Electronics (MTDL IJ) - Digitising Private and Public Indonesia

PT Metrodata Electronics is also seeing a strong rebound in its ICT distribution business, with its higher-margin solutions outperforming boosted...

Angus Mackintosh

PT Metrodata Electronics (MTDL IJ) - Enabling Digitalization Across Sectors

Metrodata Electronics management remains optimistic for 2023, with an expected recovery in distribution revenues in 2H2023 with the guidance of 8%...

Angus Mackintosh

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