James的股票投资James Share Investing

[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

James Ng
Publish date: Thu, 16 May 2019, 10:13 AM

[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]

截至2019年3月31日止的第三季度,戴乐录得另一项值得称道的财务表现,税后净利润为1.452亿令吉,较去年同期的1.224亿令吉增加18.7%。尽管本季度收入从去年同期的8.674亿令吉减少26.6%至6亿3660万令吉,仍取得了较好的利润成绩。

本季度的税后净利润较高,主要是由于已完成项目的成本节约以及合资企业和联营公司的利润份额增加。截至2019年3月31日止的本财政年度,戴乐的税后净营业利润(包括合营企业及联营公司)为4.036亿令吉,较去年同期的3亿4120万令吉增加18.3%。

前景:
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2A阶段,炼油和石化综合开发专用石油和石化终端(“RAPID”)于2018年11月开始商业运营的初始阶段。

2018年4月,集团与Johor Darul Ta'zim州政府和State Secretary, Johor (Incorporated)签署了谅解备忘录,以投资和开发共同的油库设施(包括共用基础设施)和深水海洋设施,以支持和促进石油和石化产品储存和处理罐终端业务。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。

此后,戴乐继续在第三期取得进展 - 填海目前已完成62%,计划于2019年底完成。建造一个储存终端,共用储罐设施(包括共用基础设施)和深水海洋设施(“Jetty 3”)(统称“终端和设施”)也已经开始。该终端的开发是第3阶段中的第一个这样的终端,预计在2021年中期完成。

大约500英亩的土地余额将会在未来阶段被使用。

除了Dialog Terminals Langsat(1)Sdn. Bhd.(前身为Langsat Terminal(One)Sdn. Bhd.)和Dialog Terminals Langsat(2)Sdn. Bhd.(原名Langsat Terminal(Two)Sdn. Bhd.)的容量为647,000立方米,他们正计划扩建Dialog Terminals Langsat(3)Sdn. Bhd.(以前称为Langsat Terminal(Three)Sdn. Bhd.)成一个300,000立方米的仓库,符合他们增加可持续和经常性收入的战略。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.44 (dividend RM0.015) in 9 months 3 days, total return is 103.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 27 day, total return is 67.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.31 in 10 months 14 days, total return is 64.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 4 months 21 days, total return is 32.6%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 3 months 23 days, total return is 31.3%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 6 months 29 day, total return is 26.1%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.76 (dividends RM0.03) in 7 months 15 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 4 months 15 days, total return is 17.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.39 (dividend RM0.035) in 5 months 25 day, total return is 12.2%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

1)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

6月22日星期六:AG Hotel Penang, George Town 4份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BxgY-F5ACnv

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
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[DIALOG GROUP BHD: ongoing operations of Pengerang Deepwater Terminals ("PDT") Phase 1 is currently being expanded by 430,000 m3, phase 3 will be developed on approximately 300 acres of land within PDT with an indicative initial investment cost of RM2.5 billion]

For the 3rd quarter ended 31st March 2019, the Group recorded another commendable financial performance with net profit after tax of RM145.2 million, higher by 18.7% against RM122.4 million registered in the corresponding quarter last year. This better result was achieved despite a 26.6% decrease in revenue to RM636.6 million for the current quarter from RM867.4 million recorded in the corresponding quarter last year.

The net profit after tax for the current quarter was higher mainly due to cost savings realised on completed projects and increased share of profit in joint ventures and associates. For the current financial year to date ended 31st March 2019, the Group's net operating profit after tax including joint ventures and associates of RM403.6 million was higher by 18.3% against RM341.2 million in the corresponding period last year.

Prospects:
The ongoing operations of Pengerang Deepwater Terminals ("PDT") Phase 1 is currently being expanded by 430,000 m3. Phase 2A, the dedicated petroleum and petrochemicals terminal for Refinery and Petrochemical Integrated Development ("RAPID") commenced its initial stages of commercial operations in November 2018.

In April 2018, the Group signed a Memorandum of Understanding with the State Government of Johor Darul Ta’zim and the State Secretary, Johor (Incorporated) to invest and develop common tankage facilities (including shared infrastructure) and deepwater marine facilities to support and promote the petroleum and petrochemicals storage and handling tank terminal business. Phase 3 will be developed on approximately 300 acres of land within PDT with an indicative initial investment cost of RM2.5 billion.

Since then, the Group has continued to make progress for Phase 3 - land reclamation is currently 62% complete and is scheduled for completion at the end of 2019. The construction of a storage terminal, common tankage facilities (including shared infrastructure) and deepwater marine facilities (“Jetty 3”) (collectively, “Terminals and Facilities”) have also begun. The development of this terminal, is the first of such terminals in Phase 3, and completion is expected in mid-2021.

There will also be a balance of approximately 500 acres available for future phases.

In addition to Dialog Terminals Langsat (1) Sdn. Bhd. (formerly known as Langsat Terminal (One) Sdn. Bhd.) and Dialog Terminals Langsat (2) Sdn. Bhd. (formerly known as Langsat Terminal (Two) Sdn. Bhd.)'s capacity of 647,000 m3, they are planning to expand Dialog Terminals Langsat (3) Sdn. Bhd.(formerly known as Langsat Terminal (Three) Sdn. Bhd.) into a 300,000 m3 storage facility, in line with their strategy to grow sustainable and recurring income.
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.44 (dividend RM0.015) in 9 months 3 days, total return is 103.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 27 day, total return is 67.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.31 in 10 months 14 days, total return is 64.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 4 months 21 days, total return is 32.6%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 3 months 23 days, total return is 31.3%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 6 months 29 day, total return is 26.1%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.76 (dividends RM0.03) in 7 months 15 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 4 months 15 days, total return is 17.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.39 (dividend RM0.035) in 5 months 25 day, total return is 12.2%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2260367727563302 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

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