Professional
Added to YB: 2026-02-17
Pitch date: 2026-02-15
MTDL.JK [bullish]
PT Metrodata Electronics Tbk
+1.77%
current return
Author Info
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Company Info
PT Metrodata Electronics Tbk, together with its subsidiaries, engages in the information and communication technology (ICT) business in Indonesia.
Market Cap
IDR 6.9T
Pitch Price
IDR 565.00
Price Target
N/A
Dividend
4.29%
EV/EBITDA
5.84
P/E
9.14
EV/Sales
0.32
Sector
Electronic Equipment, Instruments and Components
Category
growth
Idea Brunch with James Hay of Pangolin Asia Fund
MTDL.JK: Indonesia's largest IT distributor (25% mkt share) + solutions provider. 75% rev from distribution, but high-margin solutions (24% rev) drives 56% profit. Net cash balance sheet, 15% profit CAGR 2014-2024. Trades single-digit P/E vs Malaysia peer at 18x. Upside from AI upgrades, Indonesia's 7% PC penetration vs neighbors, gov't IT spending lag. 40% dividend payout. $408M mkt cap limits coverage but mgmt quality high.
Read full article (2 min)