View ValuationITSEC Asia 将来の成長Future 基準チェック /26 ITSEC Asiaは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率IT 収益成長15.5%収益成長率37.0%将来の株主資本利益率18.66%アナリストカバレッジLow最終更新日16 Apr 2026今後の成長に関する最新情報Price Target Changed • Jan 06Price target increased by 36% to Rp1,963Up from Rp1,440, the current price target is an average from 3 analysts. New target price is 7.3% above last closing price of Rp1,830. Stock is up 362% over the past year. The company posted earnings per share of Rp0.12 last year.すべての更新を表示Recent updatesReported Earnings • May 05First quarter 2026 earnings released: Rp2.32 loss per share (vs Rp5.39 profit in 1Q 2025)First quarter 2026 results: Rp2.32 loss per share (down from Rp5.39 profit in 1Q 2025). Revenue: Rp86.1b (down 36% from 1Q 2025). Net loss: Rp15.5b (down 145% from profit in 1Q 2025). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Asia.Recent Insider Transactions • Apr 16President Director recently bought Rp3.0b worth of stockOn the 13th of April, Patrick Dannacher bought around 2m shares on-market at roughly Rp1,590 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp8.6b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp193b worth in shares.Recent Insider Transactions • Apr 07President Director recently bought Rp520m worth of stockOn the 30th of March, Patrick Dannacher bought around 400k shares on-market at roughly Rp1,300 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp8.6b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp203b worth in shares.Reported Earnings • Mar 30Full year 2025 earnings released: EPS: Rp9.72 (vs Rp0.12 in FY 2024)Full year 2025 results: EPS: Rp9.72 (up from Rp0.12 in FY 2024). Revenue: Rp527.1b (up 62% from FY 2024). Net income: Rp64.2b (up Rp63.5b from FY 2024). Profit margin: 12% (up from 0.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Asia.Recent Insider Transactions • Feb 24President Director recently bought Rp2.9b worth of stockOn the 19th of February, Patrick Dannacher bought around 2m shares on-market at roughly Rp1,507 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp7.9b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp183b worth in shares.Recent Insider Transactions • Feb 18President Director recently bought Rp910m worth of stockOn the 12th of February, Patrick Dannacher bought around 597k shares on-market at roughly Rp1,524 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp7.9b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp180b worth in shares.Recent Insider Transactions • Feb 03President Director recently bought Rp1.0b worth of stockOn the 30th of January, Patrick Dannacher bought around 600k shares on-market at roughly Rp1,697 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp7.9b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp181b worth in shares.Buy Or Sell Opportunity • Jan 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to Rp1,725. The fair value is estimated to be Rp1,398, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.Price Target Changed • Jan 06Price target increased by 36% to Rp1,963Up from Rp1,440, the current price target is an average from 3 analysts. New target price is 7.3% above last closing price of Rp1,830. Stock is up 362% over the past year. The company posted earnings per share of Rp0.12 last year.Buy Or Sell Opportunity • Dec 29Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 60% to Rp1,715. The fair value is estimated to be Rp1,342, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.Recent Insider Transactions • Dec 17Commissioner recently bought Rp164m worth of stockOn the 10th of December, Andri Putra bought around 120k shares on-market at roughly Rp1,370 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Rp15b. Insiders have collectively bought Rp150b more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 13President Director recently bought Rp7.9b worth of stockOn the 4th of December, Patrick Dannacher bought around 6m shares on-market at roughly Rp1,406 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp15b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp174b worth in shares.Recent Insider Transactions • Dec 03President Director recently bought Rp2.2b worth of stockOn the 27th of November, Patrick Dannacher bought around 2m shares on-market at roughly Rp1,415 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp20b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp167b worth in shares.Recent Insider Transactions • Nov 25Director recently sold Rp320m worth of stockOn the 19th of November, Bambang Susilo sold around 233k shares on-market at roughly Rp1,371 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Rp1.0b. Despite this recent sale, insiders have collectively bought Rp140b more than they sold in the last 12 months.Buy Or Sell Opportunity • Nov 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to Rp1,380. The fair value is estimated to be Rp1,136, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.Recent Insider Transactions • Nov 15President Director recently bought Rp940m worth of stockOn the 12th of November, Patrick Dannacher bought around 697k shares on-market at roughly Rp1,349 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp20b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp162b worth in shares.Reported Earnings • Nov 04Third quarter 2025 earnings released: Rp3.78 loss per share (vs Rp2.17 loss in 3Q 2024)Third quarter 2025 results: Rp3.78 loss per share (further deteriorated from Rp2.17 loss in 3Q 2024). Revenue: Rp66.8b (up 18% from 3Q 2024). Net loss: Rp25.2b (loss widened 80% from 3Q 2024). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Asia.Buy Or Sell Opportunity • Oct 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to Rp1,330. The fair value is estimated to be Rp1,102, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Board Change • Oct 14No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Independent Commissioner Agustinus Nicholas Tobing was the last independent director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 16PT ITSEC Asia Tbk, Annual General Meeting, May 23, 2025PT ITSEC Asia Tbk, Annual General Meeting, May 23, 2025. Location: jakarta IndonesiaReported Earnings • Oct 30Third quarter 2024 earnings released: Rp2.17 loss per share (vs Rp0.79 loss in 3Q 2023)Third quarter 2024 results: Rp2.17 loss per share (further deteriorated from Rp0.79 loss in 3Q 2023). Revenue: Rp56.6b (down 19% from 3Q 2023). Net loss: Rp14.0b (loss widened 199% from 3Q 2023).Recent Insider Transactions • Oct 05President Commissioner recently sold Rp3.2b worth of stockOn the 30th of September, Patrick Dannacher sold around 10m shares on-market at roughly Rp338 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Rp6.7b more than they sold in the last 12 months.New Risk • Sep 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Rp7.8b This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-Rp84b free cash flow). Earnings have declined by 34% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (Rp7.8b sold).Recent Insider Transactions • Aug 14President Commissioner recently bought Rp348m worth of stockOn the 9th of August, Patrick Dannacher bought around 1m shares on-market at roughly Rp290 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp3.0b. Insiders have collectively bought Rp13b more in shares than they have sold in the last 12 months.Reported Earnings • Jul 31Second quarter 2024 earnings releasedSecond quarter 2024 results: Rp2.15 loss per share. Net loss: Rp13.8b (flat on 2Q 2023).Recent Insider Transactions • Jul 30President Commissioner recently bought Rp880m worth of stockOn the 25th of July, Patrick Dannacher bought around 3m shares on-market at roughly Rp325 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp3.0b. Insiders have collectively bought Rp13b more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jul 15President Commissioner recently bought Rp1.7b worth of stockOn the 11th of July, Patrick Dannacher bought around 4m shares on-market at roughly Rp386 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp3.0b. Insiders have collectively bought Rp12b more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jun 27President Commissioner recently bought Rp828m worth of stockOn the 26th of June, Patrick Dannacher bought around 2m shares on-market at roughly Rp386 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp3.0b. Insiders have collectively bought Rp10b more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jun 03President Commissioner recently bought Rp3.0b worth of stockOn the 30th of May, Patrick Dannacher bought around 7m shares on-market at roughly Rp431 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Rp9.3b more in shares than they have sold in the last 12 months.Recent Insider Transactions • May 16President Commissioner recently bought Rp1.6b worth of stockOn the 14th of May, Patrick Dannacher bought around 4m shares on-market at roughly Rp350 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp2.2b. Insiders have collectively bought Rp6.2b more in shares than they have sold in the last 12 months.Recent Insider Transactions • Apr 28President Commissioner recently bought Rp1.4b worth of stockOn the 25th of April, Patrick Dannacher bought around 5m shares on-market at roughly Rp298 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.New Risk • Apr 04New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -Rp58b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.Board Change • Aug 08No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Doni Mora was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測IDX:CYBR - アナリストの将来予測と過去の財務データ ( )IDR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,506,900N/AN/A303,050212/31/20271,216,000N/AN/A241,950212/31/2026845,000N/AN/A212,00013/31/2026477,87413,722-53,752-19,019N/A12/31/2025527,13564,230-60,878-33,864N/A9/30/2025455,22254,302-32,185-7,296N/A6/30/2025445,03165,542-12,07410,489N/A3/31/2025411,50349,938-41,718-21,745N/A12/31/2024325,129760-28,244-11,552N/A9/30/2024237,788-44,363-56,019-39,510N/A6/30/2024250,743-35,052-84,040-69,344N/A3/31/2024229,567-38,625-69,601-57,580N/A12/31/2023208,757-35,671-58,020-46,774N/A9/30/2023216,230-31,482-38,917-29,994N/A12/31/2022187,020-10,854-12,424-8,797N/A12/31/2021118,316-6,910-8,662-7,052N/A12/31/202073,519-15,386-17,581-14,944N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CYBRの予測収益成長が 貯蓄率 ( 6.7% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: CYBRの収益がID市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: CYBRの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: CYBRの収益 ( 37% ) ID市場 ( 12.1% ) よりも速いペースで成長すると予測されています。高い収益成長: CYBRの収益 ( 37% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CYBRの 自己資本利益率 は、3年後には低くなると予測されています ( 18.7 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 15:37終値2026/05/08 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋PT ITSEC Asia Tbk 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Liza SuryanataPT Kiwoom Sekuritas Indonesia, Research DivisionChristine NathaniaPT Sinarmas Sekuritasnull nullPT Sinarmas Sekuritas
Price Target Changed • Jan 06Price target increased by 36% to Rp1,963Up from Rp1,440, the current price target is an average from 3 analysts. New target price is 7.3% above last closing price of Rp1,830. Stock is up 362% over the past year. The company posted earnings per share of Rp0.12 last year.
Reported Earnings • May 05First quarter 2026 earnings released: Rp2.32 loss per share (vs Rp5.39 profit in 1Q 2025)First quarter 2026 results: Rp2.32 loss per share (down from Rp5.39 profit in 1Q 2025). Revenue: Rp86.1b (down 36% from 1Q 2025). Net loss: Rp15.5b (down 145% from profit in 1Q 2025). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Asia.
Recent Insider Transactions • Apr 16President Director recently bought Rp3.0b worth of stockOn the 13th of April, Patrick Dannacher bought around 2m shares on-market at roughly Rp1,590 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp8.6b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp193b worth in shares.
Recent Insider Transactions • Apr 07President Director recently bought Rp520m worth of stockOn the 30th of March, Patrick Dannacher bought around 400k shares on-market at roughly Rp1,300 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp8.6b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp203b worth in shares.
Reported Earnings • Mar 30Full year 2025 earnings released: EPS: Rp9.72 (vs Rp0.12 in FY 2024)Full year 2025 results: EPS: Rp9.72 (up from Rp0.12 in FY 2024). Revenue: Rp527.1b (up 62% from FY 2024). Net income: Rp64.2b (up Rp63.5b from FY 2024). Profit margin: 12% (up from 0.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Asia.
Recent Insider Transactions • Feb 24President Director recently bought Rp2.9b worth of stockOn the 19th of February, Patrick Dannacher bought around 2m shares on-market at roughly Rp1,507 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp7.9b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp183b worth in shares.
Recent Insider Transactions • Feb 18President Director recently bought Rp910m worth of stockOn the 12th of February, Patrick Dannacher bought around 597k shares on-market at roughly Rp1,524 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp7.9b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp180b worth in shares.
Recent Insider Transactions • Feb 03President Director recently bought Rp1.0b worth of stockOn the 30th of January, Patrick Dannacher bought around 600k shares on-market at roughly Rp1,697 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp7.9b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp181b worth in shares.
Buy Or Sell Opportunity • Jan 31Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to Rp1,725. The fair value is estimated to be Rp1,398, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.
Price Target Changed • Jan 06Price target increased by 36% to Rp1,963Up from Rp1,440, the current price target is an average from 3 analysts. New target price is 7.3% above last closing price of Rp1,830. Stock is up 362% over the past year. The company posted earnings per share of Rp0.12 last year.
Buy Or Sell Opportunity • Dec 29Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 60% to Rp1,715. The fair value is estimated to be Rp1,342, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.
Recent Insider Transactions • Dec 17Commissioner recently bought Rp164m worth of stockOn the 10th of December, Andri Putra bought around 120k shares on-market at roughly Rp1,370 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Rp15b. Insiders have collectively bought Rp150b more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 13President Director recently bought Rp7.9b worth of stockOn the 4th of December, Patrick Dannacher bought around 6m shares on-market at roughly Rp1,406 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp15b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp174b worth in shares.
Recent Insider Transactions • Dec 03President Director recently bought Rp2.2b worth of stockOn the 27th of November, Patrick Dannacher bought around 2m shares on-market at roughly Rp1,415 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp20b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp167b worth in shares.
Recent Insider Transactions • Nov 25Director recently sold Rp320m worth of stockOn the 19th of November, Bambang Susilo sold around 233k shares on-market at roughly Rp1,371 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Rp1.0b. Despite this recent sale, insiders have collectively bought Rp140b more than they sold in the last 12 months.
Buy Or Sell Opportunity • Nov 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to Rp1,380. The fair value is estimated to be Rp1,136, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Meanwhile, the company has become profitable.
Recent Insider Transactions • Nov 15President Director recently bought Rp940m worth of stockOn the 12th of November, Patrick Dannacher bought around 697k shares on-market at roughly Rp1,349 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp20b. Patrick has been a buyer over the last 12 months, purchasing a net total of Rp162b worth in shares.
Reported Earnings • Nov 04Third quarter 2025 earnings released: Rp3.78 loss per share (vs Rp2.17 loss in 3Q 2024)Third quarter 2025 results: Rp3.78 loss per share (further deteriorated from Rp2.17 loss in 3Q 2024). Revenue: Rp66.8b (up 18% from 3Q 2024). Net loss: Rp25.2b (loss widened 80% from 3Q 2024). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Asia.
Buy Or Sell Opportunity • Oct 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 42% to Rp1,330. The fair value is estimated to be Rp1,102, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Board Change • Oct 14No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Independent Commissioner Agustinus Nicholas Tobing was the last independent director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 16PT ITSEC Asia Tbk, Annual General Meeting, May 23, 2025PT ITSEC Asia Tbk, Annual General Meeting, May 23, 2025. Location: jakarta Indonesia
Reported Earnings • Oct 30Third quarter 2024 earnings released: Rp2.17 loss per share (vs Rp0.79 loss in 3Q 2023)Third quarter 2024 results: Rp2.17 loss per share (further deteriorated from Rp0.79 loss in 3Q 2023). Revenue: Rp56.6b (down 19% from 3Q 2023). Net loss: Rp14.0b (loss widened 199% from 3Q 2023).
Recent Insider Transactions • Oct 05President Commissioner recently sold Rp3.2b worth of stockOn the 30th of September, Patrick Dannacher sold around 10m shares on-market at roughly Rp338 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Rp6.7b more than they sold in the last 12 months.
New Risk • Sep 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Rp7.8b This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-Rp84b free cash flow). Earnings have declined by 34% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (Rp7.8b sold).
Recent Insider Transactions • Aug 14President Commissioner recently bought Rp348m worth of stockOn the 9th of August, Patrick Dannacher bought around 1m shares on-market at roughly Rp290 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp3.0b. Insiders have collectively bought Rp13b more in shares than they have sold in the last 12 months.
Reported Earnings • Jul 31Second quarter 2024 earnings releasedSecond quarter 2024 results: Rp2.15 loss per share. Net loss: Rp13.8b (flat on 2Q 2023).
Recent Insider Transactions • Jul 30President Commissioner recently bought Rp880m worth of stockOn the 25th of July, Patrick Dannacher bought around 3m shares on-market at roughly Rp325 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp3.0b. Insiders have collectively bought Rp13b more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jul 15President Commissioner recently bought Rp1.7b worth of stockOn the 11th of July, Patrick Dannacher bought around 4m shares on-market at roughly Rp386 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp3.0b. Insiders have collectively bought Rp12b more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jun 27President Commissioner recently bought Rp828m worth of stockOn the 26th of June, Patrick Dannacher bought around 2m shares on-market at roughly Rp386 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp3.0b. Insiders have collectively bought Rp10b more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jun 03President Commissioner recently bought Rp3.0b worth of stockOn the 30th of May, Patrick Dannacher bought around 7m shares on-market at roughly Rp431 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Rp9.3b more in shares than they have sold in the last 12 months.
Recent Insider Transactions • May 16President Commissioner recently bought Rp1.6b worth of stockOn the 14th of May, Patrick Dannacher bought around 4m shares on-market at roughly Rp350 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Rp2.2b. Insiders have collectively bought Rp6.2b more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Apr 28President Commissioner recently bought Rp1.4b worth of stockOn the 25th of April, Patrick Dannacher bought around 5m shares on-market at roughly Rp298 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
New Risk • Apr 04New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -Rp58b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.
Board Change • Aug 08No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Doni Mora was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.