Added to YB: 2026-10-02
Pitch date: 2026-09-27
MARK.JK [bullish]
PT Mark Dynamics Indonesia Tbk
-6.01%
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 Mark Dynamics Indonesia Tbk manufactures and sells porcelain former products in Indonesia and internationally.
Market Cap
IDR 4.5T
Pitch Price
IDR 1.2K
Price Target
N/A
Dividend
7.53%
EV/EBITDA
10.26
P/E
13.49
EV/Sales
4.38
Sector
Machinery
Category
turnaround
Hidden Champions of Indonesia - PT Mark Dynamics Indonesia Tbk
MARK.JK (quick overview): Mark Dynamics is the global leader in ceramic hand-formers for rubber gloves, with 40% market share and recurring replacement demand because molds last about 18 months. First-half 2026 revenue rose 50% year over year, suggesting an industry recovery, while 100%+ U.S. tariffs on Chinese gloves may support capacity expansion elsewhere. The key risks are glove-industry cyclicality and nearly 40% revenue concentration in Hartalega and Sri Trang Gloves.
Read full article (1 min)