Highlights
KLSE: DIALOG (7277)       DIALOG GROUP BHD MAIN : Energy
Last Price Today's Change   Day's Range   Trading Volume
3.15   +0.16 (5.35%)  3.08 - 3.24  25,717,200
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Overview

Market Cap: 17,731 Million
NOSH: 5,629 Million
Avg Volume (4 weeks):8,129,937
4 Weeks Range:2.93 - 3.24
4 Weeks Price Volatility (%):
70.97%
52 Weeks Range:2.47 - 3.66
52 Weeks Price Volatility (%):
57.14%
Average Price Target: 3.60
Price Target Upside/Downside: +0.45

Financial Highlight

Latest Quarter | Ann. Date 31-Dec-2018 [#2]  |  14-Feb-2019
Next QR | Est. Ann. Date: 31-Mar-2019  |  16-May-2019
T4Q P/E | EY: 36.55  |  2.74%
T4Q DY | Payout %: 1.02%  |  37.19%
T4Q NAPS | P/NAPS: 0.6446  |  4.89
T4Q NP Margin | ROE: 18.10%  |  13.34%

Headlines

Date Subject
16-Feb-2019 戴乐集团 净利复增上看12%
16-Feb-2019 上升股:戴乐集团阻力RM3.30
16-Feb-2019 [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-Feb-2019 [转贴] [Facebook live:浅谈Dialog Group bhd (Dialog)] - James的股票投资James Share Investing
15-Feb-2019 Dialog Group Berhad - Earnings Rebound on Better Cost Savings
15-Feb-2019 Dialog - PDT 2 contingency write-backs boost earnings
15-Feb-2019 Dialog Group - Right On Track
15-Feb-2019 Mplus Market Pulse - 15 Feb 2019
15-Feb-2019 Dialog 2Q net profit up 18% on cost savings, higher joint venture contributions (Source: The Edge Malaysia, Dated: 15 Feb 2019)
15-Feb-2019 Dialog Group Berhad - Strong 1H19 As Expected
12-Feb-2019 大行出招.猪年价值股守成
12-Feb-2019 8大成长股项看俏
07-Feb-2019 Daily Technical Highlights – (DIALOG, INARI)
03-Feb-2019 8 safer bet for 2019 - The Edge
22-Jan-2019 Stocks on Radar - Dialog Group (7277)
18-Jan-2019 Trading Stocks - Dialog Group
18-Jan-2019 M+ Online Technical Focus - 18 Jan 2019
18-Jan-2019 Daily Market Update - 18 Jan 2019 (NOTION, DIALOG)
16-Jan-2019 Dialog Group - Strategic advantages mitigate PDT2 scale-down
03-Jan-2019 Oil & Gas - Rough Patch

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.
Analyze this stock with MQ Trader system

  4 people like this.
 
newbie5354_ 7-Dec-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) disposed 11,834,400 shares on 14-Dec-2018.
https://klse.i3investor.com/quoteservlet.jsp?sa=ss&q=DIALOG
18/12/2018 11:01
newbie5354_ Dialog not BN ctr? Why under PH still good?
18/12/2018 11:01
newbie5354_ T4Q P/E | EY: 36.02 | 2.78%
https://klse.i3investor.com/quoteservlet.jsp?sa=ss&q=DIALOG
18/12/2018 11:04
newbie5354_ Why PE 36 is cheap?
18/12/2018 11:04
ramsyll its a pity at times need to school ignorant loud share "players"...
substantial shareholders i.e. 5% shareholding or more are in the investment for long term, and it would have been bought way back couple of years ago probably RM1.80 thereabouts. With holdings of 200-300 million shares, and average volume of Dialog's daily trading of 10 million shares, they have to take a longer period of time buying & selling taking profits whenever they realign their portfolio holdings.
pe 36 is cheap for Dialog based on 2 factors. i. past 5 years average history pe was 46x. ii. the biz model of Dialog in the O&G sector involved in 3 segments, upstream, midstream & downstream which balances their proven profitability over the years in volatile oil prices movements. Oil price drop, upstream lower profit but midstream profit up due to tanking and visa-versa.
Sometimes, when contracts are involved, it has a "period", hence completion of contracts will result in contract staff termination which is normal in the biz. Dialog just launched a new ESOS for staff and it reflects a "growth" to look forward to which staff are being rewarded for their contribution.
You have to look at Dialog future, and workout its future intrinsic value. If you think there is a good mid-long term prospects, then invest in it and trade along the way.
Have anyone thought of the potential take-over potential of Dialog by PETRONAS ?
Cheers.
18/12/2018 15:01
Marcum PE 36 is too high. Is not having a great growth story ahead Dialog NOT pure O&G also buildhigh rise condo in Australia and industrial estates in pengerang so PE will go down say arnd 15-20z. Delays with phase 3, have no customers and so now are sacking hundreds of staff experienced on phase 2. Phase 3 cost will go up as resulti . KWP sell 40+Mill shares in one week!! Pet won’t take over haha - They will build own tanks at half the price as they organized and good management.
18/12/2018 21:19
Marcum Wa law ; 2.85 a share. The decline is a starting
19/12/2018 09:08
commonsense Hi ramsyll,

I think investors are not doubting Dialog business performances. Tan Sri Ngau has a track record on delivering value to shareholders. He and his management team has been able to grow the financials of the company from a revenue of RM1.1bil and core PBT of RM150mil recorded in 2010 to revenue of RM3.1bil and core pbt of RM563mil in 2017. This translate to a an avg growth rate of 15.4% and 20% respectively. Not many companies are able to deliver this type of growth especially those from the O&G industry.

The only thing that worry investors is the valuation which is now around 34x PE. For this type of valuation people will be expecting a profit growth of at least 15% (at this rate profit will double in 5 years).

Most analysts are actually projecting a core profit growth for the company in the next 2 FYs at least (FY19 & FY21) with the core PBT in FY20 projected to be around RM672mil (avg of 5 analysts). Growth is good which show the management ability in growing the company but still the avg growth rate is only 9.2% which might be below some of the investors expectation. The average PATAMI for FY20 (from the same 5 analysts) is RM 536mil. At the current share price that would translate to 29.8x fwd PE.

Hopefully Dialog managed to deliver higher than expected profit growth in the near quarters to dispel some of the worries that investors has on its rich valuation.

If you are looking to diversify your portfolio outside of the O&G industry (due to the current oil price volatility), I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 5.5x PE (based on target FY18 PATAMI of RM145mil. 9m PATAMI is already RM106mil). PB is low at only 0.5x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

For FY19 growth will be driven by the still high demand of new Myvi and the launch of the new SUV in 1Q19.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions.

Good luck.
19/12/2018 10:25
ky75 oversold already...is the time to buy.
19/12/2018 10:42
necro ramai staff kena buang...kesian oo...cut cost staff think can help your profit a lot kerr?
19/12/2018 12:09
Marcum Ya lah - Poor staff who commit to Dialog now slaughtered is so bad. This stock going under rm2.0 by year end
19/12/2018 14:07
johnyeoyeo marcum how do you know staff been terminated
19/12/2018 14:53
signalmw like POS fgv
19/12/2018 15:30
Marcum Manee staff approaching us at rapid looking for jobs. phase 3 got delays. No room at rapid now work as coming to end same
19/12/2018 16:01
James Ng https://klse.i3investor.com/blogs/general/187276.jsp
[转贴] [DIALOG GROUP BHD:Pengerang深水码头(“PDT”)第一期的正在进行的运营目前正在扩大430,000立方米,炼油和石化综合开发(“RAPID”)专用石油和石化终端2A阶段将在2019年初全面完工] - James的股票投资James Share Investing
20/12/2018 11:08
paktua73 done sell back 65% share on hand..at 3.00,3.01
earn contra profit here..
on board at 2.95,2.96

tut tut
munkir janji
join back here
20/12/2018 16:22
monkeyinvestor run for ur life gg holland soon!
20/12/2018 19:20
pokerpro88 3.00well supported...why gg?
20/12/2018 22:15
1099133743600537 wow dropped 10c right now......
21/12/2018 10:27
paktua73 paktua manage sold back all
from 3.00 till 3.03
brink back capital
lock some profit

tut tut
26/12/2018 16:39
Patrick13 Sold at 2.96 to lock profit.
07/01/2019 12:34
Vicchai Why drop so many?
07/01/2019 15:37
paktua73 paktua manage buy big some at 2.75
for first bath..
will reload more on 2nd bath soon

tut tut
always buy when red come
08/01/2019 10:14
plroo7 Good paktua73 - smart investor...
08/01/2019 10:37
paktua73 paktua eat more at 2.74

tut tut
08/01/2019 10:52
RajaBursa2019 dialog @ 2.7


cantekkkkkk
08/01/2019 11:42
RajaBursa2019 ini baguihhhh punya counter

gua suka
08/01/2019 11:43
paktua73 manage sold back 85% from 2.82,2.81
reduce share on hand
secure back capital
earn big some profit
its only a tactical step for more strong later
left 15% balance share avrrge pershare at 2,7475


tut tut
08/01/2019 15:21
MoneyUp888 Dialog tp 3.3
09/01/2019 10:58
paktua73 with balance share on hand
paktua still in huge paper profit now


tut tut
will ride till on the sky
09/01/2019 11:20
edmen paktua did you accumulate in silent again....looks like going up again....
11/01/2019 11:24
ky75 https://www.thestar.com.my/business/business-news/2019/01/10/dialog-eyes-investments-in-specialty-chemical-plants/
11/01/2019 16:42
paktua73 done sold back all balance share at 3.05,3.04
lock huge profit
will be back soon

tut tut
17/01/2019 16:14
其辉 Sold out all at 3.
17/01/2019 17:07
ChanZheKang anymore potential to climb higher? or can sell?
17/01/2019 17:09
Marcum Depends on the results .. doubtful
17/01/2019 18:20
Kyle Up to 4!!!
18/01/2019 15:36
bose00 uptrending...
18/01/2019 15:56
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
seanteoh https://klse.i3investor.com/blogs/magnetking/193470.jsp
17/02/2019 09:49


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