ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

In Equity Sales and Research for more than 25 years covering Asian markets. Possesses in-depth knowledge of a wide range of companies, economies, and markets in Asia. Over his career, he has specialised in HK/China and ASEAN markets at various different Investment Banks, most recently heading equities in Indonesia for Bank of America Merrill Lynch in Jakarta for more than three years. Whilst in Jakarta, he produced a well-read daily and weekly product on the Indonesian market, which included company visits, as well as political, economic and sector commentary. A former racing skier, who enjoys ultra-marathons and surfing in his spare time.

ASEAN Insight Provider

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

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

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

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

PT Metrodata Electronics / 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) - 사이버 보안과 AI가 미래의 원동력이 될 것입니다