Analyst Report

Analyst Report

iSentric (ASX:ICU) is a diversified digital services company that focuses on the high growth internet industry in Southeast Asia. ICU specialises in three complementary areas: digital media, mobile payments and enterprise mobility.

By combining the three areas, ICU has created a vertically integrated company that can generate gross margins in excess of 90%. ICU is already profitable and has provided FY16 EBITDA guidance of $3.1m. We will be looking for further growth in FY17 to come from market expansion, new products, and acquisitions.

iSentric is valued at ~$1.63 per active user, a 96% discount to global peers. This is despite having already effectively monetised their user base and operating in a very high growth market. Our model generates a valuation of $0.34 per share.

Please click here for the new Colt report on iSentric



  • KL Converge! is an international event which hosted in Malaysia. The event has been inaugurated in September 2014 and the initial programme will focus on the Asia region.

  • iSentric has once again been given the honour to present its products and services at BankTech Asia Conference and Exhibition 2014, the 6th edition of Asia's premier banking technology event.

Drop us a line, we'd like to hear from you