Posted by barcelona > 2015-01-28 16:38 | Report Abuse

good Dialog, slowly and steady.

Posted by khlim2889 > 2015-02-04 09:19 | Report Abuse

chiong ah ,let break 1.80 today

Posted by barcelona > 2015-02-09 18:02 | Report Abuse

wow, 1.80 very near already...

Posted by kk123 > 2015-02-10 08:32 | Report Abuse

Good results on profit +20%
Dialog is easily the most resilient oil and gas stocks , from it's recurring income from the oil storage facilities in Terengganu , johor - pengerang..

Posted by adrian0229 > 2015-02-10 09:40 | Report Abuse

y price drop? suppose up right cz got 20% profit

Posted by kaonryou > 2015-02-10 14:56 | Report Abuse

Might be due to secondary stock offering.

Posted by L. C. Chong > 2015-02-10 23:34 | Report Abuse

DIALOG Analysis - https://lcchong.wordpress.com/2015/02/10/dialog-fundamental-analysis-10-feb-2015/

Posted by adrian0229 > 2015-02-11 10:08 | Report Abuse

drop drop drop...

Posted by derrtan > 2015-02-11 10:51 | Report Abuse

pray today can close at 1.65 or above

Posted by kaonryou > 2015-02-11 17:14 | Report Abuse

100m private share placement at < RM1.60.

Posted by Lyncole Chatte > 2015-02-11 23:08 | Report Abuse

May i know how private share placement affects the share price? The company sells 100mil shares at a very cheap price to someone, thus drags the price down? After that, good or not? Is it that the 'private' buyers are informed that this company will earn money?

Posted by kaonryou > 2015-02-12 09:25 | Report Abuse

It is secondary share placement i.e. no new share is issued. However the seller will exercise his/her warrants to maintain stake, hence earnings dilution will come later. The sell-down might be due to institutional investors who anticipated the opportunity to buy back at a cheaper price through the private placement.

Posted by Lyncole Chatte > 2015-02-12 12:44 | Report Abuse

Thank you for explaining. Fundamentally, still good right?

Posted by Timie > 2015-02-12 14:57 | Report Abuse

http://www.cnbc.com/id/102414761

Posted by kaonryou > 2015-02-12 19:34 | Report Abuse

Should be a relatively stable/boring O&G stock.

Posted by Lyncole Chatte > 2015-02-13 03:34 | Report Abuse

why did Ngau do that?

Posted by Lyncole Chatte > 2015-02-13 09:42 | Report Abuse

I have only 1 month trading experience. I have no idea to what level the sell down has impact on the stock price. I just feel discouraged that the chairman also did cny profit taking. Will EPF follow suit?

Posted by Taka > 2015-02-13 09:48 | Report Abuse

I think he sold to raise fund to convert his warrants.

Posted by superspeculator > 2015-02-13 11:09 | Report Abuse

today all O&G counters shot up but why is dialog not moving?!! The selling by Ngau is due to private placement of shares to other parties. His stakes will not be diluted as he will be converting warrants to maintain his stakes.

Posted by superspeculator > 2015-02-13 14:35 | Report Abuse

http://klse.i3investor.com/blogs/valueinvestorresearchklse/70463.jsp

Posted by Lyncole Chatte > 2015-02-13 18:18 | Report Abuse

so, he did not sell those shares to get ang pow... my apologies to Mr. Ngau.

Posted by khlim2889 > 2015-02-24 10:37 | Report Abuse

look like good move

Posted by susielow > 2015-03-08 20:46 | Report Abuse

Tomorrow bskl is going to plunge at least 20 points. Dow Jone down 287 point while Malaysia January export drop 0.60 %. Another negatif news was ringgit trade lower than dollar . 3.65...........

Posted by susielow > 2015-03-10 21:48 | Report Abuse

Dow Jone plunge 170 points in opening trade. Bskl will drop more than 30 point if Dow Jone Index down futher. support for Bskl index at 1750.Next resistance 1730. be careful when invest in stock market.

Posted by shazza > 2015-03-12 13:17 | Report Abuse

Thanks Susie Low, yes index was super down yesterday. Today bounced back hope will improve enough for some to get belated ang pows. I sold dialog almost no win no lose since hardly any movement past two months.But it is a good company.

Posted by josephs > 2015-03-16 21:51 | Report Abuse

http://www.maritime-executive.com/article/first-tanker-for-malaysias-vopak-dialog-terminal
http://www.marinelink.com/news/supertanker-vopakdialog387679.aspx
http://www.tankterminals.com/news_detail.php?id=3081

Posted by pisangkuat > 2015-04-10 21:18 | Report Abuse

forget abt this ctr...for now.it will sideway all the way..until dnt knw when....

Posted by spaghetti > 2015-04-12 11:52 | Report Abuse

Company need cash. Boh Lui Liau. Mana mau cari. Propose right issue !!!

Posted by ddd ccc > 2015-04-16 13:30 | Report Abuse

kenapa time saham turun dia naik pulak

Posted by andylee1919 > 2015-04-22 09:36 | Report Abuse

against the odd or menentang arus

Posted by jsklo > 2015-04-22 13:21 | Report Abuse

Can reach RM1.80 end of the month?

Posted by andylee1919 > 2015-04-22 15:34 | Report Abuse

Seem like very hard la unless suddenly BIG Project announcement or BIG dividend to be given.

Posted by yongyou > 2015-04-22 18:55 | Report Abuse

don't aim so high.....

"jsklo: Can reach RM1.80 end of the month?

22/04/2015 13:21"

Posted by spaghetti > 2015-04-24 12:33 | Report Abuse

No hope. End of the years rm 1.72 only. Need a lot of cash!cash 1 cash ! .

Posted by yongyou > 2015-04-28 07:00 | Report Abuse

noted with thanks...

"

spaghetti: No hope. End of the years rm 1.72 only. Need a lot of cash!cash 1 cash ! .

24/04/2015 12:33


logitrader: http://www.klse.my/stock/insider/substantialShareholder/all/7277.jsp

27/04/2015 18:14 "

Posted by andylee1919 > 2015-05-08 15:47 | Report Abuse

Thank you OSK_investor88 (Born in 1988?)

Posted by supernova > 2015-05-12 12:23 | Report Abuse

wanna buy some to keep, but lack of seller

Posted by supernova > 2015-05-12 12:25 | Report Abuse

queuing at rm1.59 quite some time before crude oil soar from USD 52

Posted by snowbreeze > 2015-05-12 22:39 | Report Abuse

3RD QUARTER FINANCIAL RESULTS
FOR THE FINANCIAL YEAR ENDING 30 JUNE 2015
(Announced to Bursa Malaysia on 12 May 2015)


We are pleased to announce the unaudited 3rd Quarter Financial Results for the financial year ending 30 June 2015 of Dialog Group Berhad (DIALOG or the Group). As such, the closed period will be lifted with effect from tomorrow, 13 May 2015.

Performance Analysis

The Group reported a total revenue of RM669.8 million with net profits of RM85.7 million for the current quarter ended 31 March 2015, increased by 4.9% and 58.3% respectively against same period last year. For the cumulative nine months period ended 31 March 2015, the recorded revenue of RM1.8 billion was lower by 6.6% from RM1.9 billion reported last year while net profits improved by 26.8% to RM220.1 million from RM173.6 million.
Malaysia operation achieved better results when compared to same periods last year following the contributions from the upstream activities mainly as a result of the operation of the Production Sharing Contract (“PSC”) for three fields D35, D21 and J4, located offshore Sarawak. The Group’s participation in this contract started from September 2014. During the period under review, the Group completed the engineering and construction activities for Pengerang Deepwater Terminals Phase 1C and began works on the Phase 2 development. Higher fabrication activities in various projects were also reported during the current period. These better results were however offset by lower sales in specialist products and services.

On the International front, the revenue for both current quarter and year to date were lower by 21% against same period last year. This was mainly attributable to low activities in engineering, construction and plant maintenance in Singapore, fabrication in Australia and New Zealand and lower sales of specialist products and services in India and Brunei. International operation's net profit after tax for the current quarter reduced by 14% in line with the lower revenue while net profit after tax for year to date was higher by 71% due to the gain on disposal of other investment in preceding quarter.

The Group’s profit before tax for the current financial quarter of RM110.2 million was 2.9% higher against RM107.0 million recorded in the preceding quarter. This was in line with higher revenue registered during the period under review and increased share of profit from joint ventures.

Prospects

The drop in oil prices will lower the overall costs of processing, manufacturing and production of a wide range of petroleum and petrochemical products. This would have a positive impact on the midstream and downstream sectors of oil and gas industry. The current oil price development reinforces our strategy to develop and invest in the Pengerang Deepwater Terminal and to support the development of Pengerang Integrated Petroleum Complex which has received about RM100 billion investment commitments to date.

The demand for storage facilities is expected to increase while further development of the Pengerang Deepwater Terminal will provide opportunities for the Group’s engineering and construction services. The Group will benefit from long term recurring income from the tank terminal facilities.

Phase 1 of the Pengerang Deepwater Terminal is in full operation. To date, more than 160 vessels including supertankers (“VLCC”) have used the terminal for trading purposes. The Group has commenced EPCC works on Phase 2 Projects. The Group is now working towards securing new potential partners for subsequent phases of Pengerang Deepwater Terminal, which include the development of more petroleum, petrochemical and LNG storage facilities.

In upstream, Bayan field continues production enhancement under the Oilfield Services Contract. Development activities are also being aggressively pursued for the D35, J4 and D21 fields to rejuvenate and increase oil production under the Production Sharing Contract.

The Group continues to proactively enhance and rationalise its human capital development to support the anticipated growth of the Group’s business activities.

Barring unforeseen circumstances, the Group is confident to continue to deliver a healthy performance for the financial year ending 30 June 2015.

Interim Dividend

The Board of Directors declared an Interim Single Tier Cash Dividend of 1.0 sen based on the enlarged share capital of 5.0 billion shares after 1-for-1 bonus issue in July 2014 (preceding year: 1.1 Sen based on 2.4 billion shares) per ordinary share in respect of the financial year ending 30 June 2015. The entitlement to the Interim Single Tier Cash Dividend will be determined based on shareholders registered in the record of depositors as at 12 June 2015 and the date of payment will be on 25 June 2015.

Posted by ramsyll > 2015-05-13 01:17 | Report Abuse

Fly with this counter until 2017...

Posted by jsklo > 2015-05-13 09:20 | Report Abuse

Moving up to RM1.70

Posted by supernova > 2015-05-13 11:22 | Report Abuse

goreng counter. yesterday was quiet

Posted by spaghetti > 2015-05-13 11:58 | Report Abuse

Only one day show lah. Need a lot cash !!!!!!!!!!!!

Posted by supernova > 2015-05-13 17:17 | Report Abuse

worth to keep, still Q-ing, no matching. sob sob

Posted by snowbreeze > 2015-05-13 17:24 | Report Abuse

CIMB Research ups Dialog Group target price to RM2
Wednesday, 13 May 2015


KUALA LUMPUR: CIMB Equities Research has raised the target price for Dialog Group from RM1.96 to RM2, which is 25% above the last traded price of RM1.60.

The research house said higher contributions from Pengerang and the production-sharing contract (PSC) for three fields powered Dialog to hit a record quarterly net profit in the third quarter ended March 31, 2015 (3QFY6/15).

“This led to an all-time high nine-month net profit that exceeded expectations, forming 85% of our full-year forecast and 86% of consensus.

“We expect a stronger 2H on more Pengerang contributions as Dialog aims for another record year in FY15. We raise our FY15-17 EPS forecasts by 2-6%. Our target price rises as we update our sum-of-parts valuation,” it said.

CIMB Research continues to value the stock at 15 times CY16 price-to-earnings (P/E), at par with its target market P/E.

“Positive Pengerang outlook is a potential re-rating catalyst that supports our Add call,” it said.

To recap, it said Dialog’s 3Q net profit jumped 65% on-year. The boost came from higher contributions from engineering, procurement, construction and commissioning (EPCC) activities at the Pengerang tank terminal.

The PSC for D35, D21 and J4 fields contributed to the 65% on-year growth in Dialog’s 3Q15 net profit of RM82mil, which is a new record.

The margins for earnings before interest, tax, depreciation and amortisation (EBITDA) margin advanced to 17% from 10% a year before, thanks to the PSC’s contributions that were booked for the first time in 1Q15.

The record 3Q15 performance pushed 9M15 net profit up 29% to a new high of RM164mil.

In 3Q15, Dialog completed EPCC activities at Pengerang’s Phase 1C and began works on Phase 2. Phase 1 is already in full operations, receiving more than 160 vessels, including very large crude carriers, to date.

“We raise our FY15-17 EPS forecasts by 2%-6% to reflect higher Pengerang contributions,” it said.

Meanwhile, a site at the terminal is being prepared for the construction of liquefied natural gas (LNG) regasification facilities in a partnership comprising Petronas Gas (65%), Dialog (25%) and the Johor state government (10%). The LNG facilities are slated to be operational by Oct 2017.

Production enhancement and redevelopment activities continue at the Bayan enhanced oil recovery project. Furthermore, development activities are being aggressively pursued at the D35, D21 and J4 fields to rejuvenate and increase oil production under the PSC.

Posted by ddd ccc > 2015-05-13 18:56 | Report Abuse

Hope this is true (BUY@ 1.55)

Posted by spaghetti > 2015-05-13 19:47 | Report Abuse

Better buy GHLSYS . Good future.

Posted by ddd ccc > 2015-05-14 15:51 | Report Abuse

1 sen dividend....

Posted by Robert Lee > 2015-05-14 16:31 | Report Abuse

1 cent ? hahaha.....

Posted by snowbreeze > 2015-05-14 18:22 | Report Abuse

yup...ONLY 1(ONE) CENT