All Comments on DANCO Reload

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投机者
14 Like · Reply
DANCO股东大会要点分享

1) 今年收购的UTC会开始贡献营业额, 而去年收购的MTL则会努力提高销售及尝试产品/服务多样化, 同时会做自动化来降低劳动成本。

2) 最近的大宗商品起价对如今DANCO盈利影响极微, 而未来的投标会纳入这个因素, 所以大家大可放心。

3) 纠缠多年的官司已完全解决了。

4) 其子公司的Arah Edar是专注于Long Term Contract的公司, 目前也有竞标着其它的大合约。

5) 目前有新的手套公司与DANCO合作, 虽然暂时贡献不多, 不过管理层认为这是一个好的发展。

6) 新加坡Jurong Port大合约截止如今已完成60%, 会反映在Q2的业绩里。

总结而言, 管理层对股东的问题有问必答, 也表示不会太在意股价多少而是好好做生意, 以股息方式回馈股东。

还是那句, 时间是DANCO最好的朋友来证明一切~
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Nvaocred
嗯,你说的对。原来管理层刚收购的两家公司是来铺路的,而不是我之前觉得的增效作用。看来之后的不确定性还是很多的。
Like · 2 weeks · translate
LIT CHAN CHIN
Q2 盈利有jurong port 业绩支撑 (36m 合约), 应该不差。Q3的业绩就比较有挑战
Like · 1 week · translate
TheLearner 8
1 Like · Reply
Last one for today. With good fundamentals. Hopefully QR is good too. Bought in this counter at RM0.710 on breakout from resistance.
TheLearner 8
I ciao earlier at RM0.755. Came back again RM0.700 today.
Like · 5 months · translate
TheLearner 8
My sincere apologies, I rarely update my status here. I'll try to come more often.
(Ps: This one definitely not able to hit RM0.700 following my last comment bah with a big drop on 22nd of March 2021)
1 Like · 3 weeks · translate
Klse Value
3 Like · Reply
Review of DANCO
- Short term price show downtrend testing support level at RM 0.53
- Long term price testing support level RM 0.53 and had resistance level of RM 0.67
- Trading and distribution of process control equipment for palm oil, oleochemical and oil & gas industries (72 % of 2020 revenue)
- Metal stapping, HVAC industry (27.16 of 2020 revenue from August 2020 to December 2020)
- 5 years CAGR revenue 14.63 %
- 5 years CAGR Nett profit 4.14 %
- 5 years CAGR of adjusted price 11.08 %
- Dividend Policy to distribute 40 % of the profit for year 2021
- Low P/E among its peer

Source : https://ivkls.blogspot.com/2021/06/stock-review-danco-5276-dancomech.html
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mj tmh2017
5 Like · Reply
利空出盡 6 7月開始收 8 9 月收成
风云天道
Like · Reply
各位朋友,谁有agm消息可以告诉吗?
ysyschong
MTL and Singapore will contribute profit in this financial year. 2 times dividend per year.
Like · 2 months · translate
风云天道
thanks,have any good news,new projet,or buy more company
Like · 2 months · translate
投机者
10 Like · Reply
小编对DANCO未来的看点

1) 从2014年持续至今的官司有了结案, 公司在4月头赔大约RM1.1mil。这对来临Q1或Q2业绩盈利影响不会太大, 因为从年报中小编发现公司在2020年其实已做了RM0.65mil官司的Accrual, 在Other Payable里。这次影响业绩盈利大概只剩RM0.45mil。

2) Q42020的季报业绩是一个很好当盈利的标准。因为这个不包括任何大合约的盈利, 好像新加坡的Jurong Port大合约。以平常营运盈利完全不看未来成长的PE来计算, EPS 1.4 x 4 = 5.6cents, PE=10, 最低合理价会在0.56左右。

3) 论未来而言, DANCO的成长空间会是:
>在2020年报中, Jurong Port合约的盈利会在Q12021开始反映。
>2020年的MTL(Metal Stamping类似UWC) 收购案非常成功, 贡献公司20-25%的盈利, 而且这是Recurring Income!
>2021年收购成功的UTC, 让公司有机会创造新盈利的管道。

总结而言, 小编相信时间是DANCO最好的朋友来证明一切~
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Goh 288
Hopeless stock. Eat glass lor.
Like · 2 months · translate
shopping day hooray , buy mother and sun yummy
Like · 2 months · translate
Fadhirul Shukri
Like · Reply
go 0.30 danco.. you cn do it..
Goh 288
Like · Reply
Today limit up!
ysyschong
Limit up before June 25 AGM
Like · 2 months · translate
Fadhirul Shukri
1 Like · Reply
what hapn danco?? so downtrand.
DC TY
no one dare to buy more,but rush to sell
Like · 2 months · translate
Goh 288
Corner..... that is what I can guess.
Like · 2 months · translate
moses kwan how
Like · Reply
been dropping to 60 ..... how u guys see next quarter result?