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KLSE: DIALOG       DIALOG GROUP BHD
Last Price Avg Target Price   Upside/Downside Price Call
3.20 3.54     +0.34 (10.63%)
* Average Target Price, Price Call and Upside/Downside are derived from Price Targets in the past 6 months.
** Price Targets are adjusted for Bonus Issue, Shares Split & Shares Consolidation (where applicable).
Date Open Price Target Price Upside/Downside Price Call Source News
15/02/2019 3.08 3.73 +0.65 (21.10%) BUY PUBLIC BANK Price Target News
15/02/2019 3.08 3.24 +0.16 (5.19%) HOLD MIDF Price Target News
15/02/2019 3.08 3.80 +0.72 (23.38%) BUY KENANGA Price Target News
15/02/2019 3.08 3.66 +0.58 (18.83%) BUY AmInvest Price Target News
15/02/2019 3.08 3.17 +0.09 (2.92%) HOLD Affin Hwang Capital Price Target News
16/01/2019 2.86 3.66 +0.80 (27.97%) BUY AmInvest Price Target News
15/11/2018 3.16 3.90 +0.74 (23.42%) BUY AmInvest Price Target News
13/11/2018 3.25 3.73 +0.48 (14.77%) BUY PUBLIC BANK Price Target News
13/11/2018 3.25 3.24 -0.01 (0.31%) HOLD MIDF Price Target News
13/11/2018 3.25 3.80 +0.55 (16.92%) BUY KENANGA Price Target News
13/11/2018 3.25 3.90 +0.65 (20.00%) BUY AmInvest Price Target News
13/11/2018 3.25 3.27 +0.02 (0.62%) HOLD Affin Hwang Capital Price Target News


Price Target Research Article/News (past 6 months)
15/02/2019  PUBLIC BANK Dialog Group - Right On Track
15/02/2019  MIDF Dialog Group Berhad - Earnings Rebound on Better Cost Savings
15/02/2019  KENANGA Dialog Group Berhad - Strong 1H19 As Expected
15/02/2019  AmInvest Dialog - PDT 2 contingency write-backs boost earnings
15/02/2019  Affin Hwang Capital Dialog Group - Result In-line: Commissioning PDT Phase 2
16/01/2019  AmInvest Dialog Group - Strategic advantages mitigate PDT2 scale-down
15/11/2018  AmInvest Dialog Group - Looking at minority stakes in petrochemical plants
13/11/2018  PUBLIC BANK Dialog Group - Commendable Performance
13/11/2018  MIDF Dialog Group Berhad - No Surprises
13/11/2018  KENANGA Dialog Group Berhad - Strong 1Q19 Within Expectations
13/11/2018  AmInvest Dialog Group - Steady recurring income expansion
13/11/2018  Affin Hwang Capital Dialog - Revenue Slow; Overall Margins Held Up



  4 people like this.
 
neverlose chance to break 3.12?
18/01/2019 17:37
jackMaDe got uptrend coming?
22/01/2019 17:25
Marcum Dialog is tanking now. The profit for this year low and turnover low. However they paints it Dialog is in for a drop below 2.5 soon. Sell while you can above 3
12/02/2019 08:22
stockmethods Let’s see tomorrow QR. north or south
13/02/2019 21:53
ky75 Haha...buy while below 3...I have feeling that this qr maybe they will declare bonus issue. Maybe 10 free 1...:)
14/02/2019 12:08
Mustovoi 136PAT
14/02/2019 19:38
ky75 NP margin 23.01%, history in dialog. I think next 2q will be more highest
14/02/2019 21:27
SamuelLuke Those players in O&G sectors can sell lo, time to watch construction.... the worst time is over. Place your bet and wait for your reward. O&G sector will now meet its worst challenge. Sell now while your have your profit!!!
15/02/2019 10:06
paktua73 At last manage sold back 65:% from 3.17,16,15
After reload silently from 2.27,98..
Secure back capital
Lock big some profit

Tut tut
Love play cuti cuti angpow
15/02/2019 15:45
James Ng https://klse.i3investor.com/blogs/general/193673.jsp
[转贴] [Facebook live:浅谈Dialog Group bhd (Dialog)] - James的股票投资James Share Investing
16/02/2019 09:11
James Ng https://klse.i3investor.com/blogs/general/193681.jsp
[转贴] [DIALOG GROUP BHD:Pengerang深水码头(“PDT”)第1阶段的持续运营目前正在扩大430,000立方米,第3阶段将在PDT内约300英亩的土地上开发,指示性初始投资成本为25亿令吉] - James的股票投资James Share Investing
16/02/2019 11:15
chamlo Bec change of govn Saudi cancel visit?
17/02/2019 16:45
chamlo Saudi Crown Prince postpones trip to Malaysia
https://www.freemalaysiatoday.com/category/nation/2019/02/16/saudi-crown-prince-postpones-trip-to-malaysia/
17/02/2019 16:46
Dcmh Made 799k
18/02/2019 15:52
SamuelLuke SamuelLuke Those players in O&G sectors can sell lo, time to watch construction.... the worst time is over. Place your bet and wait for your reward. O&G sector will now meet its worst challenge. Sell now while your have your profit!!!

15/02/2019 10:06

Construction sectors are moving now guys you still have chances arrange your moment don’t miss the best moment!!!
19/02/2019 14:45
SamuelLuke I hope some would have listen n share the joy with me woohoo.....
20/02/2019 10:23
paktua73 Paktua always love dialog
Never fails to in on right moment..

Tut tut
Still hold 35% balance share
Average per share 2.98++
21/02/2019 16:24
calvintaneng DIALOGUE (O&G Stock) : Will This Be Another QL RESOURCES DUTCH LADY OR NESTLE, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/194453.jsp
21/02/2019 16:30
calvintaneng See this Pengerang Video

Can see all OIL TANKS OWNED By Dialogue

No other has such assets in RAPID

Dialogue even expanded to Tg Langsat

https://www.youtube.com/watch?v=r3vjHzVSPqs
22/02/2019 10:23
ftimer somehow very least volume this morning after yesterday afternoon sharp rise... hmm..what happen?
22/02/2019 11:22
calvintaneng DIALOGUE - Super Growth Stock

NOW IS THE TIME TO BUY ON WEAKNESS!!!
22/02/2019 11:35
KAQ4468 Posted by calvintaneng > Feb 22, 2019 11:35 AM | Report Abuse

DIALOGUE - Super Growth Stock

NOW IS THE TIME TO BUY ON WEAKNESS!!!




can u indicate what is your buying price ??

now ?? at 3.29 ??
22/02/2019 11:37
calvintaneng KAQ4468 Posted by calvintaneng > Feb 22, 2019 11:35 AM | Report Abuse

DIALOGUE - Super Growth Stock

NOW IS THE TIME TO BUY ON WEAKNESS!!!




can u indicate what is your buying price ??

now ?? at 3.29 ??
22/02/2019 11:37

Of course if can get cheaper the better

Try Rm3.25?

Or Rm3.20?

NOW PANTECH ALSO RETRACING AS WELL AS AZRB

ALL CAN BUY IN A DAY OF WEAKNESS AS PENGERANG RAPID WILL BOOM AND BOOM FOR YEARS TO COME!!!
22/02/2019 12:18
calvintaneng See This

https://www.dialogasia.com/
22/02/2019 14:51
calvintaneng Note:

See cannot get cheap just grab a little first!
22/02/2019 14:51
KAQ4468 calvin ..

I support u on Dialog


we ride together ... soon
22/02/2019 14:53
calvintaneng Good for KAQ

This one may it be like Phillips 66 when Warren Buffet invested

See 2nd phase will have 800 acres for PetroChemicals

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/194636.jsp
22/02/2019 15:54
5354_ KWAP take profit.

ftimer somehow very least volume this morning after yesterday afternoon sharp rise... hmm..what happen?
22/02/2019 11:22
22/02/2019 23:11
calvintaneng Posted by BLee > Feb 23, 2019 10:04 AM | Report Abuse

Good article. I think o&g industries are a bit complicated:
Points to ponder.
1. Rapid more oil inclined or gas inclined?
2. If oil, more inclined to sweet or sour?
3. If gas inclined, more ??? as I don't have more knowledge to comment.
4. Source of supplies from peninsular or sabah or sarawak or elsewhere?
5. Since Rapid consist of many new chemical plant, what maintenance is needed?

I agreed we should look at long term, more than 3 years for any major maintenance opex allocation? Which counter will actually benefitting? I think I will keep on pondering and read up some answer??
Trade at own risk and happy trading.


calvintaneng
24274 posts
Posted by calvintaneng > Feb 23, 2019 10:09 AM | Report Abuse X

Very good

Sifu pureBULL, Venfx and BLee clicked likes


BLee
110 posts
Posted by BLee > Feb 23, 2019 10:18 AM | Report Abuse

I click liked bcos a very informative and harmony article, no attacking and bad mouthing. Way to go..happy trading.


calvintaneng
24274 posts
Posted by calvintaneng > Feb 23, 2019 10:18 AM | Report Abuse X

Good question BLee

I think those working in Oil and Gas industries can give a clearer answer

Let me do my best

1. A refinery needs crude more than gas

2. And sour crude over sweet crude as there is more to extract and value add.

3. In Spore there is a pipe line from Indonesia delivering gas

4. Peninsula produce more crude while Sabah produce more gas
Most of trengganu produce is sweet crude

5. Lots of maintenance job will be needed in Rapid. Because this industry needs 24 hourly and 365 days monitoring


calvintaneng
24274 posts
Posted by calvintaneng > Feb 23, 2019 10:25 AM | Report Abuse X

Which counter will actually benefitting?

I picked Pantech because Pantech already has a warehouse in Pengerang and its Jb Hq is only 80 km away in Pasir Gudang

Pantech has a stock of 30,000 types of pipes, valves and other ready stock for emergency repair or replacement

I also picked Dialogue because it has storage tanks to receive Crude oil from huge Supplies from Saudi oil tankers docking there

All 55 million barrels of crude from Saudi will pass through Dialog storage first before injecting into the Refinery

AND then the finished product?
Dialog has expanded to Tg Langsat by renting lands from Johor Corp to build more storage tanks
23/02/2019 11:22
23/02/2019 11:23
calvintaneng Blog: DIALOG (O&G Stock) : Will This Be Another QL RESOURCES DUTCH LADY OR NESTLE, Calvin Tan Research

Feb 23, 2019 11:15 AM | Report Abuse

Posted by PureBULL . > Feb 23, 2019 11:02 AM | Report Abuse

Dear sifu calvintaneng,
DIALOG is edi in the same league as:

QL, HARTA, TOPGLOV, DIALOG, PCHEM, PBBANK, HLBANK, NESTLE, F&N, CARLSBG, PANAMY, AJI, PADINI n etc ...

All these forever best growth stocks in Msia r highly cyclical. They all have their own respective biz yrs to grow.

Many had gone over the best yrs recently n inevitably would have to go down too in prices n or sideways for years (2 to 5). Pick the ones that r abt to grow again...

The current THEME in play is

OnG contractors

in offshore maintenance n upgrading only.


Correct

Focus is on Off shore now as Petronas need to rush for that crucial extra 54.7 million of cruse oil for Rapid

But Dialog already stated they started building for Petrol Chemical in coming phase

In Spore 30 yrs leasehold land on Jurong Island now sells for over Rm1,400 psf

So if Dialog just sell for only 30% of Singapore value it wiull be Rm1,400 x.3 = Rm420 psf

And 800 acres mean 800 x 43,560 x Rm420 = Rm14,636,160,000

That will be future gross profit from land sales alone

RM14.6 BILLIONS
23/02/2019 11:24
calvintaneng See this

JPS Tanakh 1917
Love not sleep, lest thou come to poverty; Open thine eyes, and thou shalt have bread in plenty. (Proverbs 20:13)

OPEN YOUR EYES

YOU SHALL HAVE PLENTY

PLENTY OF PROFITS FROM WHAT YOU SEE

PENGERANG IS FULL OF

OIL TANKS BY DIALOGUE

OIL PIPES BY PANTECH

OPEN YOUR EYES SEE CAREFULLY NOW

https://www.youtube.com/watch?v=r3vjHzVSPqs
23/02/2019 11:43
calvintaneng QL RESOURCES VERSUS DIALOG GROUP (Compare Price Chart & 5 Years EPS) Calvin Tan Research

https://klse.i3investor.com/jsp/blog/blpost.jsp?blid=2222&blpid=194764
23/02/2019 18:07
ky75 Dialog in right track, buy before it fly
https://aogm.net/long-term-positive-seen-for-pengerang-due-to-location/#.XHKSyNIRXYW
24/02/2019 20:58
calvintaneng Now today i got someone whataspped me in Spore

He owns DIALOG for over 20 years since year 1996

Too shy to post

This is what he said about DIALOG

"Must share w u. 1996 dialog was listed at rm2.75. that the year my girl was born. i bough ik at ipo balloting n still hold on. that 1k is now worth abt rm620k. it paid for mygirl edu all the way to australia.

still got bal...n its now paying for my son college fee"
25/02/2019 12:10
plroo7 Wow!... So good - Calvintaneng..
25/02/2019 12:25
signalmw 周一国际原油期货价格急跌逾3%,因美国总统特朗普在推特上表示原油价格过高,并暗示石油输出国组织(OPEC)应该做些什么事来阻止油价上涨。受特朗普的推特影响,美国原油期货价格滑落至逾一周以来的最低水平。
26/02/2019 13:11
Marcum Dialog drop very big soon BP pulling out of the phase 3 services agreement.
05/03/2019 09:06
Fabien Extraordinaire mind to share your source? or your own speculative statement?
05/03/2019 11:17
ky75 Haha Marcum, you better short selling now and earn a big angpow from them. Is the time to show your power...
05/03/2019 15:57
Marcum Dialog cannot grow tank terminals internationally as are not competitive as an international epc
08/03/2019 11:48
pamaladu RAPID has capacity to refine oil at 300,000 barrels or 47,619m3 per day.

Phase 1 completed storage 1.3mil m3 todate, additional 0.43mil m3 in progress. If required, can add another 0.57mil m3 in Phase 1.

Phase 2 has total 1.7mil m3 storage capacity

Langsat has total 0.95mil m3 storage capacity.

Total storage now in Pengerang and Langsat will be 4.38mil m3 about 3 months reserve storage to meet RAPID requirements. This has not yet considered storage for petro chemical products, storage for oil already refined or chemical products. They have another 0.4mil m3 storage in Kertih

Assuming storage charges about RM8.50m3/ month Dialog expect to earn gross RM40mil/ month for present storage capacity. They will also operate and maintain Deep Water Terminal 1 and 2A where they will collect berthing charges. They have spent the Capex, so hopefulle EPS will be improved. Phase 3 under negotiation for development of another Terminal, storage and downstream developments.

Dialog also diversify into plant and tank maintenance and most importantly Catalyst Handling Services to improve refinery and chemical production not offered by Serba Dinamik.

I anticipate profit and EPS will be gradually increased though revenue may decrease.

https://www.theedgemarkets.com/article/dialog-acquires-balance-60-equity-interest-ec-dialog
10/03/2019 09:01
pamaladu Dialog also doing e-business via e-petrol since 2007 but doesn't seem to be successful. Its website states that e-petrol can also be used for welfare :

"Welfare Management - platform and services for the delivery of welfare aide directly to recipients, while offering donors a transparent reporting mechanism to ensure that their donations are received by the intended recipients. The primary payment instrument used is the MyKad"

Now the government is looking for e-vendor to implement its petrol subsidies. Will Dialog be a forerunner?

https://www.nst.com.my/news/nation/2019/02/461304/implementation-targeted-petrol-subsidies-schedule

Dialog started with EPCC but is now getting competitive with lower profit margin. Dialog is aware of this as stated in their Annual Report, hence EPCC and upstream will be added bonus only to Dialog's business. The management has demonstrated resilient.
10/03/2019 10:34
pamaladu Pengerang 1 - 5 berthing terminals
Pangerang 2 - 12 berthing terminals

say average tanker size 200m, berthing charges RM5/hr

hence, 17 x 200 x 5 x 24 x 30 days = RM12.24mil/ mth
= RM147 mil/ year
Say only only 70% usage = RM102mil/ year gross revenue
10/03/2019 19:54
pamaladu Rotterdam
30 mil m3 independent storage available for 400mil population

Malaysia & Singapore
14 mil m3 independent storage for 3 billion population

Hence, there is a potential growth for independent storage in this region


https://www.mdbc.com.my/wp-content/uploads/2018/02/MDBC-NL-Emb-Historic-Links-PITSB.pdf
10/03/2019 20:01
ky75 Another wave for dialog
13/03/2019 13:29
plroo7 Hi Calvintaneng - today up... Any good news...
13/03/2019 14:16
Marcum No power. No growth potential for justify the high PE. Sell while u can.
14/03/2019 09:08
kolim13 GPFG clear stock ,hold tight.
15/03/2019 01:07
Marcum Relation with Puma Energy is not good. Puma not using Dialog services in Australia, America. Company is better. Our blessed d cannot compete outside of Malaysia.
15/03/2019 09:20
pamaladu Appear Dialog's e-petrol has good potential as their system appear to meet the requirements for deserving recipient only using MyKad. It is already tested and running for many years which includes the remote area in Sabah and Sarawak.

https://www.theedgemarkets.com/article/new-targeted-fuel-subsidy-mechanism-not-finalised-yet-says-dep-minister

https://www.malaymail.com/news/malaysia/2019/03/14/targeted-fuel-subsidy-mechanism-to-be-finalised-in-july/1732733
15/03/2019 10:50


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