Added to YB: 2025-03-25
Pitch date: 2025-03-23
MTDL.JK [bullish]
PT Metrodata Electronics Tbk
+15.91%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
Company Info
PT Metrodata Electronics Tbk, together with its subsidiaries, engages in the information and communication technology (ICT) business in Indonesia.
Market Cap
IDR 6.8T
Pitch Price
IDR 517.66
Price Target
N/A
Dividend
4.36%
EV/EBITDA
5.42
P/E
9.05
EV/Sales
0.31
Sector
Electronic Equipment, Instruments and Components
Category
growth
Metrodata (MTDL IJ)
MTDL.JK: Indonesia's top IT distributor & system integrator. 22% EPS CAGR over 20 yrs. 9x P/E vs 16x SOTP. 50% op profit from digital solutions. 18% software spend growth. Risks: cloud services, hiring slowdown, AI disruption. Catalysts: post-COVID project ramp-up, Windows 10 EOL. 20% ROE, steady earnings growth expected.
Read full article (3 min)