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

The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Comfort Delgro, and Lippo Malls REIT.

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

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

PT Metrodata Electronics (MTDL IJ) - Driving Digitalisation in Indonesia

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

PT Metrodata Electronics (MTDL IJ) - The Digital Transformer

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> 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