PT Global Mediacom Tbk

bmtr

Overview

BMTR Overview

PT Global Mediacom Tbk (BMTR) is an Indonesia-based holding company. The Company is engaged in providing advertising-based media and content, subscription-based media and fixed broadband, online media, TV home shopping, and supporting media and infrastructure. The Company owns and operates Free-To-Air (FTA) TV stations, various content production and distribution arms, online portals, AVOD & SVOD super apps, talent management, social media operations, gaming and e-sports, Pay TV, and fixed broadband services. The Company's content and advertising-based media business is managed by PT Media Nusantara Citra Tbk (MNCN). MNCN operates six online news portals, such as okezone.com, sindonews.com, iNews.id, IDXchannel.com celebrities.id and sportstars.id. MNCN also develops digital media business through RCTI+ platform, Multi-Channel Network (MCN) on YouTube, Facebook, TikTok, video sharing sites and Metube.id. Its subscription-based media is managed by PT MNC Vision Networks.

51015ValueCompetitiveFutureFinancialsDividend
Exchange
Indonesia Stock Exchange

Symbol: BMTR

Main
Market Cap.
IDR 3.99Trillion

~$253.94M USD

Industry
Media
Sub-Industry
Advertising
Sector
Consumer Cyclicals

Valuation

BMTR Valuation Metrics

244

IDR

Closing Price on 2024-04-05

Price to Equity

4.88

P/E

At 4.88x P/E TTM, BMTR.JK is trading at a discount to its peers in the Media & Entertainment sector.

Price to Book

0.26

P/B

At 0.26x P/B TTM, BMTR.JK is trading at a discount to its peers in the Media & Entertainment sector.

Price to Sales

0.38

P/S

At 0.38x P/S TTM, BMTR.JK is trading at a discount to its peers in the Media & Entertainment sector.

Valuing PT Global Mediacom Tbk based on its trailing twelve months (TTM) valuation metrics against its peers in the Media & Entertainment sector

Historical Price to Earnings

Other Valuation Metrics

Valuing PT Global Mediacom Tbk relative to other stocks in the Media & Entertainment sector

Price/Cash Flow
2.12x
Price/Forward Earnings
3.29x
Enterprise Value/Revenue
0.92x
Enterprise Value/EBITDA
3.69x
PEG Ratio
-0.06x

Analyst Ratings

No analyst ratings available yet.

Last closing: IDR2442024-04-05
IDR 880.08

Considerably Higher Intrinsic Value: Analyst's intrinsic value is of BMTR is IDR880, which is 262% higher than BMTR's last closing price of IDR244 (as of 2024-04-05).

Valuation Recap of BMTR stock
WeightNotesScore
High
The P/E ratio is calculated by dividing the market price of a company's stock by its earnings per share (EPS). It is a key tool for investors and analysts to assess whether a stock is overvalued, undervalued, or fairly valued. A P/E ratio of 4.88x is below the ID market average of 8.22x and is trading at a premium to peers in the Media & Entertainment sector (-1.86x).
Max 3
High
The P/B ratio is calculated by dividing the market price of a company's stock by its book value per share (BVPS). It measures the company's stock value relative to its assets minus liabilities. A P/B ratio of 0.26x is below the peers average of 0.80x in the Media & Entertainment sector. In fact, less than 25% of its peers trade at a lower P/B ratio than BMTR.●●
Max 3
Medium
The P/S ratio is calculated by dividing the market price of a company's stock by its sales per share. It measures the company's stock value relative to its sales. A P/S ratio of 0.38x is below the peers average of 1.06x in the Media & Entertainment sector. When considered alongside the Forward Price/Earnings ratio, they serve to illustrate investors' expectations of BMTR's valuation relative to its current sales and future earnings growth. BMTR trades at a Forward P/E ratio of 3.29x, which is considered fairly undervalued by analysts. ●●
Max 2
Low
The Price/Cash Flow ratio (P/CF) is calculated by dividing the market price of a company's stock by its cash flow per share. It measures the company's stock value relative to its cash flow, and is sometimes said to be a more objective measure of a company's value because cash flows cannot be manipulated as easily as earnings, which considers non-cash items such as depreciation and amortization. BMTR's P/CF ratio of 2.12x is considered healthy by analysts.●●
Max 2
Low
The Enterprise Value/Revenue ratio (EV/R) is calculated by dividing the enterprise value of a company by its revenue. It measures the company's enterprise value relative to its revenue. It is an indicator of how much it costs to buy the company's revenue; the lower the ratio, the cheaper the company's revenue. BMTR's EV/R ratio of 0.92x is considered extremely underpriced by the market The average EV/R ratio for the Media & Entertainment sector is 1.94x. ●●●
Max 3
Medium
Considerably Higher Intrinsic Value: Analyst's intrinsic value is of BMTR is IDR 880.08, which is 262% higher than BMTR's last closing price of IDR 244.00.●●●
Max 3

Peers

BMTR Peers and Comparison

Peer Companies

Supertype Fuzzy Search
SymbolCompany Name
Market Cap
(in Trillion IDR)
Total Assets
(in Trillion IDR)
Total Revenue
(in Trillion IDR)
Profit and Loss
(in Trillion IDR)
P/E
P/B
MASAMultistrada Arah Sarana Tbk54.91T7.51T 7.08T 0.87T 62.989.41
FILMPT MD Pictures Tbk.45.84T1.71T 0.35T 0.09T 495.5928.31
MSINPT MNC Digital Entertainment Tbk35.19T6.80T 2.97T 0.21T 171.186.14
MAPIMitra Adiperkasa Tbk31.26T24.58T 32.43T 2.10T 14.873.27
MAPAPT MAP Aktif Adiperkasa Tbk.28.93T9.24T 12.56T 1.41T 20.545.44
CNMAPT Nusantara Sejahtera Raya Tbk19.84T7.08T 0.88T -0.02T -811.294.46
ACESAce Hardware Indonesia Tbk16.26T7.43T 7.36T 0.80T 20.372.78
SMSMSelamat Sempurna Tbk11.20T4.52T 5.01T 0.90T 12.393.57
TRIOTrikomsel Oke Tbk11.08T0.09T 0.68T -0.11T -99.53-3.05
SCMASurya Citra Media Tbk8.84T10.51T 6.97T 0.25T 35.071.20
Competitiveness Recap of BMTR stock
WeightNotesScore
High
At a market cap of IDR 3,990.01 billion, BMTR.JK ranks 10 in Market Cap out of 10 companies in the Consumer Cyclicals sector.
Max 2
High
At a PE of 4.88, BMTR.JK ranks 8 out of 10 companies in the Consumer Cyclicals sector for P/E value. The average PE is -10.80 (unadjusted). A high P/E ratio often indicates higher growth expectation, or other qualitative factors that led investors to believe that the company has a defensible competitive advantage compared to its peers in Consumer Cyclicals. In this regard, it trails behind sector leaders such as PT MD Pictures Tbk. (495.59) in the Consumer Cyclicals sector.
Max 2
Medium
At a PE of 4.88, BMTR.JK is trading at a higher PE than that of its subsector peers in Media & Entertainment (median of -1.86). false●●
Max 2
Medium
At a revenue of IDR 10.62 trillion, BMTR.JK ranks 3 in Revenue out of 10 companies in the Consumer Cyclicals sector.
Max 2
Medium
At a profit of IDR 0.82 trillion, BMTR.JK ranks 5 in Profit out of 10 companies in the Consumer Cyclicals sector.
Max 2

Future

Future Growth of BMTR

Growth Forecasts

Sector Revenue Growth
+3.7%
Media & Entertainment
Indonesia Market Growth
+12.0%
IDX overall growth
Media & Entertainment Sector Revenue Growth '24
+3.7%
Consumer Cyclicals Sector Revenue Growth '24
+33.1%

Sector Benchmark

Media & Entertainment companies in Indonesia are growing at a projected rate of 3.75% against the IDX average of +12.0%.

Media & Entertainment sector overview

BMTR Earnings & Revenue Forecast

All values in IDR billion

Future growth prospect of BMTR
WeightNotesScore
High
BMTR's projected growth rate of 3.75% is below the ID market average of 11.98%.●●●
Max 3
High
The Media & Entertainment sub-sector is projected to grow revenue by 3.75% in 2024. This number is higher than the previous year 2023's growth rate of -1.33%. false
Max 3
Medium
The Media & Entertainment sub-sector is projected to increase earnings by 13.14% in 2024. This number is higher than the previous year 2023's EPS growth of -6.27%. This bodes well for BMTR's earnings growth prospects in the next 2 years. ●●
Max 3
Medium
BMTR and its peers in the Media & Entertainment sub-sector belongs to the Consumer Cyclicals sector. Companies in the Consumer Cyclicals sector are projected to have a fruitful year heading into 2024. Specifically, earnings are projected to increase by 21.68% in 2024 while revenue growth is projected to increase by 33.11%. These macroeconomic trends will likely be a tailwind for BMTR's earnings growth prospects in the next 2 years. ●●●
Max 3
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Management

Executive Management

President Director

Hary Tanoesoedibjo15.2 years
Ruby Panjaitan
Director
Syafril Nasution
Director
Christophorus Taufik Siswandi
Director
Indra Pudjiastuti
Director
NamePositionShares%
No data is available for BMTR at the moment.
Expressed in millions IDR, unless otherwise stated

Ownership

BMTR Ownership

Others
46.06%
Insiders
52.04%
Institutions
1.9%
NameNumber of SharesOwnership (%)Value
Public (Scripless)7,799,372,26647.691,903.05B
Pt Mnc Asia Holding Tbk7,480,817,50045.751,825.32B
Drs. Lo Kheng Hong1,067,633,5006.53260.50B
Public (Scrip)4,688,8200.031.14B

Largest Institutional Buy

Vanguard Investments Australia Ltd
Bought 31-01-2024
+1,283 shares

Largest Institutional Sell

Letko, Brosseau & Associates Inc.
Sold 31-01-2024
-207,683,200 shares
State Street Global Advisors
Sold 31-01-2024
-33,177,600 shares
Bellecapital Partners AG
Sold 31-01-2024
-19,500,000 shares

Institutional Transactions

Tracking institutional transactions buying / selling of BMTR stock