Highlights
KLSE: DIALOG (7277)       DIALOG GROUP BHD MAIN : Energy
Last Price Today's Change   Day's Range   Trading Volume
3.47   +0.01 (0.29%)  3.44 - 3.48  12,986,600
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Overview

Market Cap: 19,576 Million
NOSH: 5,642 Million
Avg Volume (4 weeks):7,770,765
4 Weeks Range:3.31 - 3.52
4 Weeks Price Volatility (%):
76.19%
52 Weeks Range:2.72 - 3.57
52 Weeks Price Volatility (%):
88.24%
Average Price Target: 3.81
Price Target Upside/Downside: +0.34

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2019 [#4]  |  15-Aug-2019
Next QR | Est. Ann. Date: 30-Sep-2019  |  12-Nov-2019
T4Q P/E | EY: 36.53  |  2.74%
T4Q DY | Payout %: 1.10%  |  39.99%
T4Q NAPS | P/NAPS: 0.6716  |  5.17
T4Q NP Margin | ROE: 23.14%  |  14.14%

Headlines

Date Subject
16-Oct-2019 Stocks on Radar - Dialog Group (7277)
03-Oct-2019 Oil & Gas - In a Gradual Recovery
27-Sep-2019 Mplus Market Pulse - 27 Sep 2019
25-Sep-2019 本周动土·戴乐扩边佳兰储油糟
23-Sep-2019 Oil & Gas - Petronas’ downward capex trend to stabilise next year
19-Sep-2019 沙地产能将迅速恢复·油气股打回原形·综指1600再失
14-Sep-2019 【视频】戴乐集团 能赢更多边佳兰项目
06-Sep-2019 M+ Online Technical Focus - 6 Sept 2019
06-Sep-2019 Oil & Gas Sector - Rising asset utilization heralds a new dawn
06-Sep-2019 Daily Market Update - 6 Sept 2019 (MFCB, DIALOG)
04-Sep-2019 2QCY19 Results Review - Headwinds Remain
26-Aug-2019 MQ Trader Analysis - DIALOG (7277) - The Oil Tanker
22-Aug-2019 数据正面提振马股·JP摩根首选5股
20-Aug-2019 【视频】戴乐集团 增持HBP推高目标价
19-Aug-2019 Dialog Group Bhd - Rising stake in Halliburton Bayan
19-Aug-2019 Dialog Group - Increasing Control In Bayan
19-Aug-2019 Mplus Market Pulse - 19 Aug 2019
19-Aug-2019 Dialog Group Berhad - Increases Stake in Halliburton Bayan
19-Aug-2019 Dialog Group - Slight Impact from Higher Upstream Enhancement Stake
17-Aug-2019 [转贴] [DIALOG GROUP BHD:继续在第三期填海工程取得进展,并计划于2019年底完成;建造一个储存终端,公用储罐设施(包括共用基础设施)及深水海洋设施(Jetty3)(统称“终端和设施”)也已经开始] - James的股票投资James Share Investing

Business Background

Dialog Group Bhd provides technical services to the upstream, midstream, and downstream sectors in the oil, gas, and petrochemical industry. Its comprehensive range of services includes logistics, engineering and construction, fabrication, and maintenance. Products range from pumps, pipe support, and diagnostic services for upstream operations to multi-purpose dispensers and petrol retail and convenience stores. Dialog Group works on multiple phases of the oil and gas value chain and has several technology partners to enhance solutions. The company's customers are primarily multinational oil majors, national oil companies, and multinational engineering and services providers. It has offices in multiple regions of the world but generates the majority of its revenue in southeast Asia.
Trade this stock and receive a FREE I3investor T-shirt after 5 trades. Find out more.

  4 people like this.
 
James Ng https://klse.i3investor.com/blogs/general/206740.jsp
[转贴] [DIALOG GROUP BHD:持续运营中的Pengerang深水码头(“PDT”)第1阶段目前正在扩大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
16/05/2019 10:13 AM
siaoliao TP 143 rupiah !!!! research by kenaga ....
17/05/2019 10:20 AM
siaoliao up already kenaga was right , continue TP 143 !!! might happen in 2050
21/05/2019 2:59 PM
Sharmila Rao What happened to dialog today?
24/05/2019 7:35 PM
patient_invest Is Dialog complementing or competing with Singapore's Jurong island? It looks like its eating into Singapore's share for bunkering
26/05/2019 8:55 AM
calvintaneng OIL & GAS BULL PAUSE. AFTER THIS POOR QUARTER RESULT DUE TO MONSOON O&G BULL RUN WILL RESUME, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/207916.jsp
26/05/2019 6:42 PM
Jason Toshi Ho https://klse.i3investor.com/servlets/pfs/123029.jsp

>>>>>>>

Current performance of calvin tan research. From date of promotion until he says take profit.
26/05/2019 7:07 PM
OG_Investor beware Dialog holders another 1/4 have lower turnover but they again find massive cost savings found somewhere or more likely is some creative accounting by the very clever BoD. this same as last 1/4 cannot be sustainable. Agreement with BP Singapore almost ignored by the markets. Now EPF and KWAP start the sell off and placement of shares. Sell, Sell, Sell
27/05/2019 9:29 AM
Pepepopo Another worker killed by Dialog at Pengerang. company is a joke .
29/05/2019 11:04 AM
calvintaneng DIALOG BETTER THAN QL


WAHAHA!!!

TODAY OIL AND GAS COUNTERS COMING ALIVE AGAIN!!!

ANOTHER CHUN CHUN FORECAST FROM CALVIN TAN RESEARCH

OIL & GAS BULL PAUSE. AFTER THIS POOR QUARTER RESULT DUE TO MONSOON O&G BULL RUN WILL RESUME, Calvin Tan Research
Author: calvintaneng | Publish date: Sun, 26 May 2019, 6:31 PM

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/207916.jsp
30/05/2019 5:26 PM
KWAP KWAP disposed to EPF?
04/06/2019 3:31 AM
KWAP 03-Jun-2019 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) disposed 6,000,000 shares on 31-May-2019.
03-Jun-2019 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) disposed 100,000 shares on 31-May-2019.
04/06/2019 3:31 AM
OG_Investor KWAP and EPF are manipulating this stock; keeping trades turning over, maintain the stock at good levels while they figure how to do a placement. Dialog growth is highly overrated and EPF now figure this out. Dialog continued reduction of turnover and low growth potential is no sustainable to maintain share price plus 3rm. SELL SELL SELL
04/06/2019 9:10 AM
KWAP KUMPULAN WANG PERSARAAN (DIPERBADANKAN) 07-Jun-2019 Disposed 845,000 0.000 View Detail
11/06/2019 5:18 AM
MACC_jangan_tidur Latheefa Koya pls check Dialog. Why contracts so easily won?
11/06/2019 5:19 AM
annoy1 why contracts so easily won? money and brown paper envelopes talks, Dialog old fashion corrupt petronas persons. Johor State and Dialog in trouble with land acquisition; huge court case will shut Dialog down if/when they lose.
11/06/2019 11:20 AM
Pepepopo EPF dan Kwap selling Dialog shares in big amount. This stock dead already.
13/06/2019 9:24 AM
OG_Investor EOF Buying 000,000's shares to keep price from dropping. 7277 will drop 20% soon.
21/06/2019 9:33 AM
Patrick13 Dialog awarded Petronas master service agreement

Dialog Group Bhd announced today that it has been awarded a master service agreement from Petroliam Nasional Bhd (Petronas), in relation to plant maintenance and turnaround works for the national oil firm’s plants groupwide.

In an exchange filing today, Dialog said the contract, awarded to its wholly-owned subsidiary Dialog Plant Services Sdn Bhd, covers integrated plant turnaround works and daily mechanical static maintenance work and is valid for a period of five years, with an option to extend by Petronas.

It is expected to contribute positively to Dialog’s earnings and net assets starting from the financial year ending June 30, 2020 (FY20), the company said.

Commenting on the award, Dialog’s executive chairman Tan Sri Dr Ngau Boon Keat said the long-term contract award enables the group to stay competitive and sustain growth.

“The long-term contract award will enable Dialog to continue to develop and enhance the competency of our workforce, and maintain our competitiveness in the industry, while pursuing our mission in sustaining growth for the group,” Ngau, who is the founder and majority shareholder of Dialog, said. He holds a 20.03% stake in the company.

Dialog’s share price gained one sen or 0.3% at RM3.27 today, bringing a market capitalisation of RM18.44 billion.

https://www.theedgemarkets.com/article/dialog-unit-awarded-petronas-master-service-agreement
01/07/2019 8:14 PM
OG_Investor Lose money to Petronas for 5 years and stock price going down. EPF got big SELL OFF!!
04/07/2019 12:19 PM
dlau8899 Target price 3.80 may get contract from petronas
04/07/2019 8:56 PM
ky75 After Yinson from 4.5 to 7 in 2 month times, next is dialog...:)
11/07/2019 11:54 AM
OG_Investor KWAP no longer sub shareholder, EPF selling. Dialog cannot sustain growth. PER way to high.
SELL SELL SELL
12/07/2019 8:39 AM
ky75 KUALA LUMPUR: Shares of Dialog Group Bhd

rose to a high of RM3.49 on Thursday, the best performance since October 2018, aided by firmer crude oil prices and recurring income business.

At midday, shares of the oil and gas services company was up eight sen to RM3.46.

At the last traded price of 3.46, it is trading at a forward price-to-earnings of 39.32 times.

The world's largest asset manager BlackRock Inc had bought 422,999 shares on July 9. This raised its shareholding to 1.89% or 106.51 million shares.

As of March 31, 2019, BlackRock managed approximately US$6.52 trillion in assets on behalf of investors worldwide.

Maybank IB Research. Hong Leong Investment Research and AmInvestment Research have Buy calls and target prices of RM3.60, RM3.87 and RM3.85 respectively.

CIMB Equities Research has an Add call and TP of RM4.59.

AmInvest Research had in a report on the oil and gas sector issued on July 5 said its top picks are still companies with stable and recurring earnings such as Serba Dinamik and Dialog Group.

“We like the recurring income business model of Dialog and Serba Dinamik, which are involved in operation and maintenance services while Dialog’s earnings visibility is further secured by the Pengerang Deepwater Terminal project with its enlarged buffer zone,” it said.
12/07/2019 9:49 AM
LATO' SELI My target @ 5.80 by year end
15/07/2019 1:02 PM
paktua73 paktua terget 4.20

tut tut
red stock platoon was here
15/07/2019 1:04 PM
LATO' SELI Up Up
16/07/2019 11:12 AM
ramsyll Dialog have been in the limelight recently with it’s share price rising from RM3.20 to RM3.50. Seems that Dialog’s 20-day SMA line is likely to turn higher enhancing it’s bullish sentiment. The share price will most likely test it’s resistance level of RM3.66 soon to a new high (RM3.76) and thereafter RM3.88 level. Support is currently established @ RM3.30.

1. Dialog’s construction of the first Pengerang Phase 3 upon locking in long term agreement with BP Singapore offering 430,000 m3 clean petroleum storage tanks services by mid-CY21.
2. The Edge based on fund managers’ and analysts’ top picks as the second half of the year unfolds reported Dialog in their top 10 stocks. Among the 15 research houses that cover Dialog, 13 have it on “buy”, with a median TP of RM3.80.
3. Black Rock Inc, the world's largest asset manager, recently took a block of shares depicts confidence of Dialog’s biz model and future.
4. Dialog secured a 5-year groupwide master service agreement for integrated turnaround main mechanical and maintenance mechanical static services from Petronas, which has an option for extension. These type of service agreements will generate approx. 30% profit.

I’m expecting the re-rating catalysts to continue with Dialog as they unravel:
• more Phase 3 customers in the coming months or near future.
• upstream sector - actively develop new reserves from existing contracts & acquiring new production assets.
• tanking expansions - ongoing operations of Pengerang Deepwater Terminals ("PDT") Phase 1 is currently being expanded by 430,000 m3 & Dialog Terminals Langsat (3) Sdn. Bhd. into a 300,000 m3 storage facility.
• balance of approximately 500 acres available in PDT for future phases.

We can expect Dialog’s Q4 results to continue rising with stronger than expected core businesses as well as full consolidation of Langsat 1 & 2, and stronger JV & associate contribution (full 12 month contribution from PLNG2 & contribution from PT2SB).

Come mid-August, Q4 results would likely see an increase in revenue to approx. RM650K, PBT of RM180K (Net Profit of RM155K) and Net Profit to ShareHolders of approx. RM150K, hence YTD of RM545K giving an EPS of RM0.097. At it’s current value of RM3.50, PE is 36X which is acceptable due to Dialog’s proven profitable biz model. Dialog might just surprise us with an unexpected record results of approx. RM0.10sen EPS and a Q4 dividend of RM0.02 sen.
18/07/2019 11:44 AM
ky75 Instead of dividend, more likely will issue share bonus
18/07/2019 5:02 PM
paktua73 yes paktua done eat here(use proxy trops)at 3.41..
now red stock troopers was here
let ride

tut tut
02/08/2019 4:04 PM
paktua73 done sold back 85% share on hand..
sold at 3.49,3.48
lock back capital..
secure some good profit
its tactical step only

tut tut
always swing traderWrite a comment..
14/08/2019 11:21 AM
ky75 Tonight quarter report out
15/08/2019 3:55 PM
paktua73 done sold back all balance share at 3.52
lock all profit..
will be back later



tut tut
bye bye
16/08/2019 3:55 PM
James Ng https://klse.i3investor.com/blogs/general/219960.jsp
[转贴] [Facebook live video:浅谈Dialog group bhd (Dialog)] - James的股票投资James Share Investing
16/08/2019 9:16 PM
newbie4444 Arbor Wealth Management LLC Sells 5,155 Shares of BlackRock, Inc. (NYSE:BLK)
https://techknowbits.com/2019/08/16/arbor-wealth-management-llc-has-49000-holdings-in-blackrock-inc-nyseblk.html
16/08/2019 10:06 PM
James Ng https://klse.i3investor.com/blogs/general/219965.jsp
[转贴] [DIALOG GROUP BHD:继续在第三期填海工程取得进展,并计划于2019年底完成;建造一个储存终端,公用储罐设施(包括共用基础设施)及深水海洋设施(Jetty3)(统称“终端和设施”)也已经开始] - James的股票投资James Share Investing
17/08/2019 9:27 AM
ramsyll One re-rating catalyst disclosed - acquisition of an additional 25% stake in Bayan EOR, hence making it a sub @ 75%.
My guestimates: +profit to sh ~ RM50-60mil p.a. / +sop ~ RM0.08sen
(TP:RM3.96 i.e. EPS RM0.11 x PE36~FYE2020 ).
Let's see what the analyst works out.. and how the market opens @ 9.00am.... RM3.60 easy.
19/08/2019 2:37 AM
ky75 http://www.chinapress.com.my/20190820/%E6%88%B4%E4%B9%90%E9%9B%86%E5%9B%A2%E8%8B%A5%E8%8E%B7%E9%87%8D%E8%A7%86-%E7%BA%B3%E5%90%89%EF%BC%9A%E5%8F%AF%E5%8F%96%E4%BB%A3%E6%96%B0%E5%8A%A0%E5%9D%A1%E7%9F%B3%E6%B2%B9%E4%B8%AD%E5%BF%83/amp/

Haha...Ah Jib Kor said Dialog very good woh...
21/08/2019 9:24 AM
paktua73 opss bz at other counter forgot to up date here..
paktua troopers win bet at 3.40 and eat big some at 3.41..

tut tut
always be back here
27/08/2019 11:06 AM
ky75 Walao...last minutes 6m trx @ 3.47....
27/08/2019 5:13 PM
patient_invest Anyone know Pengerang's impact on Singapore? Will Singapore oil hub status get replaced?
28/08/2019 3:05 PM
paktua73 done sold back all at 3.53 some and lasty at 3.52
lock back all capital secure big some profit

tut tut
06/09/2019 3:08 PM
noinoi Tmrw gap up RM3.70; closed RM4.00
16/09/2019 9:36 AM
paktua73 now 8th platoons manage to enter on 1st phase from 3.44-3.46
their manage use 43% ammo to reload ..

tut tut
red stroops was here back now
20/09/2019 4:07 PM
paktua73 done 1 st and 2nd squad from 8th platoons reload for last time at 3.41,3.42

tut tut
24/09/2019 3:05 PM
paktua73 done 3rd squad manage grab at 3.39 use 43%
ammo their have..
their will wait abit lower to final reload..


tut tut
mean while 4th squad stanby to reload 3.36-3.38
27/09/2019 12:17 PM
ky75 NEW SOURCE OF GROWTH CUSHIONS EFFECTS OF DOWNTURN


Looking at Dialog Group Bhd's profit after tax (PAT) figures over the past three financial years, those unfamiliar with the company might not realise that it is in the oil and gas (O&G) business.

This is because Dialog's PAT has consistently been on an upward trend, even when the crude oil price plunged below US$30 in 2014.

While many of its peers were struggling to cope with the low oil price environment, Dialog's PAT ballooned to a record high of RM528 million for the financial year ended June 30, 2018 (FY2018) — a 41.5% jump from RM373 million in FY2017. It posted a PAT of RM301 million in FY2016 versus RM285 million in the preceding year.

This translated into a three-year CAGR of 22.9% — an impressive figure and the highest among members of The Edge BRC in the energy sector.

Dialog's decision to venture into the midstream segment to develop an oil storage terminal in southern Johor proved timely as the division became the key contributor to its earnings when its upstream business was not faring as well. The division is expected to bring in recurring income for the group.

The oil storage terminal, named Pengerang Deepwater Terminal (PDT), is sitting on 1,200 acres of reclaimed land. The group envisions making Pengerang the Rotterdam of the East — a regional downstream hub for the oil, gas and petrochemical industries, given Malaysia's strategic location.

The facilities in PDT also complement the development of the Refinery and Petrochemical Integrated Development (RAP Dialog Group 2016 2019 ID) project, which is part of the massive downstream project called Pengerang Integrated Complex driven by Petroliam Nasional Bhd.

Dialog last Thursday launched Phase 3A of the PDT development after the group signed a long-term storage agreement with BP Singapore Pte Ltd. It said this will comprise storage tanks with a capacity of 430,000 cu m for clean petroleum products, and is set to be completed in mid-2021.

Phase 3A is the first parcel of PDT's Phase 3, where the construction of common tankage facilities (including shared infrastructure) and deepwater marine facilities (Jetty 3) are already underway.

This marks the continued expansion of PDT in Pengerang, Johor, where Phase 3 is currently being developed on about 300 acres of land within PDT with an indicative initial investment cost of RM2.5 billion, said Dialog.

PDT's combined storage capacity has grown to 2.6 million cu m in Phase 1 and 2. There are dedicated deepwater jetty facilities that can cater for very large crude carriers and liquefied natural gas regasification facilities, with two storage tanks with a combined capacity of 200,000 cu m.

In September last year, PDT received its first very large crude carrier, the MT Navarin, at Jetty 2.

From a PAT of RM102 million in FY2009, Dialog's earnings had grown more than five times to RM528 million in FY2018. Thanks to the strong growth, Dialog also delivered a handsome return on equity (ROE) to its shareholders — it achieved an ROE of 15% in FY2018 compared with 13% in both FY2016 and FY2017.

It is understandable that companies tend to conserve cash when things get tough. Dialog, however, did not disappoint its shareholders when it came to dividend payments, with a payout ratio of 40% in FY2016 and FY2017 and 41% in FY2018.The group declared 3.2 sen per share in FY2018 versus 2.65 sen in FY2017 and 2.2 sen in FY2016.

While investors have shied away from O&G stocks, Dialog is probably the exception. Its share price more than doubled during the period under review, climbing from RM1.536 on March 31,2016, to RM3.156 on March 31,2019, reflecting a 27.7% threeyear CAGR.

According to Dialog, if an investor had subscribed for 1,000 shares with an investment of RM2,750 at its initial public offering in 1996, the investment would have been worth RM856,910 as at September last year after taking into account the dividends received, seven rounds of bonus issues and a rights issue in 2012 plus stock dividends. This translates into a CAGR of 33%.

Moving forward, Dialog does not plan to rest on its laurels, with plans to acquire oilfields to expand its upstream business.

In this sector, the group will continue to actively develop new reserves from its existing contracts, says its executive chairman Tan Sri Dr Ngau Boon Keat in its 2018 annual report. "At the same time, Dialog is looking for viable production assets, which may become available for possible acquisition," adds Ngau, who is the controlling shareholder with a 20.03% stake.
02/10/2019 4:32 PM
paktua73 done 3rd squad partially grab at 3.32,3.33 use balance ammo their have..
their will wait 3.30 to final reload..


tut tut
mean while 4th squad stanby to reload 3.28-3.30
03/10/2019 9:10 AM
paktua73 paktua reversed order for 4th squad..
their manage grab for 1st entry at 3.36,3.37
use 43% ammo
their will set 3.30 for final reload use 57% ammo their have..


tut tut
03/10/2019 10:17 AM
tkl88 Countdown 2 days to 11/10/2019 (Friday)'s super prosperous budget 2020 !
Huat ah ! Heng ah ! Ong ah !
09/10/2019 10:04 AM


 

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