Added to YB: 2026-02-19
Pitch date: 2026-02-15
DANCO.KL [bullish]
Dancomech Holdings Berhad
+2.7%
current return
Author Info
No bio for this author
Company Info
Dancomech Holdings Berhad, an investment holding company, trades in and distributes process control equipment, measurement instruments, and industrial pumps in Malaysia, Indonesia, and internationally.
Market Cap
MYR 168.2M
Pitch Price
MYR 0.37
Price Target
N/A
Dividend
6.58%
EV/EBITDA
2.31
P/E
8.75
EV/Sales
0.40
Sector
Trading Companies and Distributors
Category
value
Cash and Balance Sheet #5: Dancomech
DANCO.KL: Malaysian industrial valve distributor & metal stamping mfg. Trading at NCAV, 0.75x BV, 67% market cap in net cash. ROE 9-12%, adjusting for excess cash could be 15-20%. 2025 revenue -14% on lower oil/gas demand, but insiders buying. MTL acquisition (2020) transformative: 58% of 2022 revenue. Aik family owns 60%+, controls ops. 8% net margin (compressed in 2025). Distributes 40-50% earnings as dividends, rest accumulates cash.
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