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Insider - Substantial Shareholder Hints :
  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 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 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 paktua73 done paktua troopers sold back all share on hand.. sold at 3.51 tut tut bye bye 22/10/2019 3:54 PM James Ng https://klse.i3investor.com/blogs/general/235124.jsp [转贴] [Facebook live video:浅谈Dialog group bhd (Dialog)] - James的股票投资James Share Investing 12/11/2019 9:21 PM flexibt Dialog eyes upstream O&G assets in Malaysia ! https://www.theedgemarkets.com/article/dialog-eyes-upstream-og-assets-malaysia 13/11/2019 4:05 PM ky75 https://www.facebook.com/Bizlife.asia/videos/434908354112586/UzpfSTQzODM0NzY5NjI3MjkwMjoyNTMyMDg0MDgwMjMyNTc2/ 14/11/2019 3:18 PM ky75 https://www.enanyang.my/news/20191114/%e6%8e%a2%e8%ae%a8%e8%b4%ad%e5%9b%bd%e5%86%85%e6%97%a7%e6%b2%b9%e7%94%b0-br%e6%88%b4%e4%b9%90%e5%86%80%e5%a3%ae%e5%a4%a7%e4%b8%8a%e6%b8%b8%e4%b8%9a%e5%8a%a1/ 15/11/2019 9:39 AM OGInvest Dialog in trouble with BP for not meeting design standards. Got troubles ahead arrrr and delays to tanks . 28/11/2019 9:04 AM ahbah •We maintain OVERWEIGHT on the sector as prospects have radically brightened with rising asset utilization globally which supported service providers’ improving results. While we have BUY calls for MISC, Sapura Energy and Velesto Energy, our 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. Source: AmInvest Research - 27 Nov 2019 05/12/2019 10:37 AM factslim1 BUY TP of RM4.15 implying 42x forward PER. We continue to like DIALOG for: (i) its solid track record of earnings delivery, (ii) its defensive earnings from its tank terminal businesses, and (iii) Pengerang Phase 3 acting as a main growth catalyst driver over the longer-term. 17/12/2019 1:41 PM diehardunited The skyrocket stock with stable earnings like Dialog: https://klse.i3investor.com/blogs/fatprofitstock/2019-12-18-story-h148... 18/12/2019 5:44 PM  ramada I can only see fund managers pick three oil & gas stocks — Dialog, Yinson and Serba Dinamik into their portfolios. 05/01/2020 11:13 AM paktua73 done eat at 3.23.. paktua back to play here.. tut tut always play with own methods 28/01/2020 12:02 PM Patrick13 https://www.malaysiastock.biz/GetReport.aspx?file=2020/2/13/7277%20-%201814350012504.PDF&name=Interim%20Financial%20Report%20FY2020%20Q2.PDF 13/02/2020 7:12 PM James Ng https://klse.i3investor.com/blogs/general/2020-02-15-story-h1483823170.jsp [转贴] [Facebook live video:浅谈Dialog group bhd (Dialog)] - James的股票投资James Share Investing 15/02/2020 9:27 PM James Ng https://klse.i3investor.com/blogs/general/2020-02-16-story-h1483823177.jsp [转贴] [DIALOG GROUP BHD：PDT的第三阶段已和BP Singapore Pte签订了长期存储协议，是朝着这个方向发展的另一个重要里程碑，并且有望在未来几年内促进PDT的进一步发展] - James的股票投资James Share Investing 16/02/2020 9:11 AM MACC_jangan_tidur Why Rapid Pengerang only Dialog must get not share with O&G companies? Bribe received? 19/02/2020 2:59 PM paktua73 done paktua troops sold back all at 3.42,3.41 lock back all capital.. secure good profits.. we will be back soon tut tut always Play with own style 20/02/2020 3:57 PM  |
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