Posted by 4444 > 2018-11-15 04:31 | Report Abuse

All IBs' cheating?

Posted by 4444 > 2018-11-15 04:32 | Report Abuse

14-Nov-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) disposed 9,000,000 shares on 13-Nov-2018.
https://klse.i3investor.com/servlets/stk/7277.jsp

Posted by cheated > 2018-11-15 05:06 | Report Abuse

KWAP disposed 9 million shares. Profit drop why all IBs' tipu good picture?

Posted by BN_better > 2018-11-15 10:53 | Report Abuse

Oil drop why stupid PH govn need more refinery?

Posted by plroo7 > 2018-11-15 11:29 | Report Abuse

Maybe for long term predictions.....

Posted by paktua73 > 2018-11-16 12:35 | Report Abuse

even all contra or pro view paktua still come and go make more money
paktua still strong believe dialog is good investment
from 1.50 til 3.70 back to 2.50 climb back to 3.28
many time angkut profit are this is bad??
ask your self..

tut tut
still believe dialog will hit 4.00 on 6 month

Posted by James Yeoh > 2018-11-17 22:58 | Report Abuse

High PE because market places confidence on Dialog based on its fundamental record. Dialog is well positioned in the short to medium term, as they have strong collaboration with Johor and Petronas to complete PDT venture. Low oil price drives fulfillment of storage tanks utilisation and it will be counter intuitive for Petronas to abandon this project because downtream O&G is the key sector for them to make money now. Unless they have serious issue with their capex funding, PDT construction will continue. With Dialog's achievement in PDT Ph1 and 2, Petronas will unlikely take the chance to bring new player in. Anyway, which local EPC player has better experience in this industry then Dialog?

Posted by James Yeoh > 2018-11-17 23:18 | Report Abuse

My analysis on Dialog based on its FY2018 annual report. Please share your comment if yoi agree or disagree with it

http://jyinvesting.com/dialog-berhad-klse-dialog/

Posted by KWAP > 2018-11-21 04:58 | Report Abuse

Pls sell more KWAP. Govn need to cut debts.

Posted by BN_better > 2018-11-23 10:17 | Report Abuse

KWAP, EPF sold bec profit drop and PH in power?

Posted by Marcum > 2018-11-23 16:30 | Report Abuse

Wa-law soon we will see the investigations into rapid and dialog by macc.

Posted by paktua73 > 2018-11-26 16:27 | Report Abuse

paktua manage sold back at 3.27 to 3.24

tut tut
bye bye

Posted by Patrick13 > 2018-11-30 12:08 | Report Abuse

Sold some shares at 3.25.

Posted by Mohd Hanafi Ngah > 2018-12-01 17:18 | Report Abuse

Alhamdulillah.thnks to the KLSE and sekutu kerana telahb mempamer dan perlihatkan tahap intergriti yang tertinggi dalam perniagaan dan keusahawanan.contoh yang terbaik pada abad akhir zaman NOT FEAR TO REAL FACTS.alhamdulillah.syukur kehadrat illahi kerana menyempurnakan hak dan pemilikan tunggal individu berkenaan dengan hakmilik dan nama yang benar.

Posted by newbie5354_ > 2018-12-01 17:27 | Report Abuse

After 509 GE how much contracts won sifus?

Posted by Marcum > 2018-12-06 15:33 | Report Abuse

Ya lah now the employees are being terminated Dialog is in trouble as no customers for the phasing 3 ) no customers means no construction for of tankages. This is not good news

Posted by James Ng > 2018-12-14 10:04 | Report Abuse

https://klse.i3investor.com/blogs/general/186569.jsp
[转贴] [Facebook live:浅谈Dialog Group bhd (Dialog)] - James的股票投资James Share Investing

Posted by icecool > 2018-12-14 14:44 | Report Abuse

wah pak tua got play this dialog counter ah

Posted by ramsyll > 2018-12-17 13:13 | Report Abuse

Window dressing buying will see Dialog priced up to RM3.30. Fundamentals still intact, patiently await catalyst re-rating news.

Posted by Marcum > 2018-12-18 08:36 | Report Abuse

Fundamentals intact ??? Then why the KWP sell 30Million shares the last week?? Dialog recycles the money thru sister companys only. Sell while u can above rm3 .

Posted by Marcum > 2018-12-18 08:37 | Report Abuse

Many employees leaving and being terminated

Posted by newbie5354_ > 2018-12-18 11:01 | Report Abuse

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

Posted by newbie5354_ > 2018-12-18 11:01 | Report Abuse

Dialog not BN ctr? Why under PH still good?

Posted by newbie5354_ > 2018-12-18 11:04 | Report Abuse

T4Q P/E | EY: 36.02 | 2.78%
https://klse.i3investor.com/quoteservlet.jsp?sa=ss&q=DIALOG

Posted by newbie5354_ > 2018-12-18 11:04 | Report Abuse

Why PE 36 is cheap?

Posted by ramsyll > 2018-12-18 15:01 | Report Abuse

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.

Posted by Marcum > 2018-12-18 21:19 | Report Abuse

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.

Posted by Marcum > 2018-12-19 09:08 | Report Abuse

Wa law ; 2.85 a share. The decline is a starting

Posted by commonsense > 2018-12-19 10:25 | Report Abuse

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.

Posted by ky75 > 2018-12-19 10:42 | Report Abuse

oversold already...is the time to buy.

Posted by necro > 2018-12-19 12:09 | Report Abuse

ramai staff kena buang...kesian oo...cut cost staff think can help your profit a lot kerr?

Posted by Marcum > 2018-12-19 14:07 | Report Abuse

Ya lah - Poor staff who commit to Dialog now slaughtered is so bad. This stock going under rm2.0 by year end

Posted by johnyeoyeo > 2018-12-19 14:53 | Report Abuse

marcum how do you know staff been terminated

Posted by signalmw > 2018-12-19 15:30 | Report Abuse

like POS fgv

Posted by Marcum > 2018-12-19 16:01 | Report Abuse

Manee staff approaching us at rapid looking for jobs. phase 3 got delays. No room at rapid now work as coming to end same

Posted by James Ng > 2018-12-20 11:08 | Report Abuse

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

Posted by paktua73 > 2018-12-20 16:22 | Report Abuse

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

Posted by monkeyinvestor > 2018-12-20 19:20 | Report Abuse

run for ur life gg holland soon!

Posted by pokerpro88 > 2018-12-20 22:15 | Report Abuse

3.00well supported...why gg?

Posted by 1099133743600537 > 2018-12-21 10:27 | Report Abuse

wow dropped 10c right now......

Posted by paktua73 > 2018-12-26 16:39 | Report Abuse

paktua manage sold back all
from 3.00 till 3.03
brink back capital
lock some profit

tut tut

Posted by Patrick13 > 2019-01-07 12:34 | Report Abuse

Sold at 2.96 to lock profit.

Posted by Vicchai > 2019-01-07 15:37 | Report Abuse

Why drop so many?

Posted by paktua73 > 2019-01-08 10:14 | Report Abuse

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

Posted by plroo7 > 2019-01-08 10:37 | Report Abuse

Good paktua73 - smart investor...

Posted by paktua73 > 2019-01-08 10:52 | Report Abuse

paktua eat more at 2.74

tut tut

Posted by RajaBursa2019 > 2019-01-08 11:42 | Report Abuse

dialog @ 2.7


cantekkkkkk

Posted by RajaBursa2019 > 2019-01-08 11:43 | Report Abuse

ini baguihhhh punya counter

gua suka

Posted by paktua73 > 2019-01-08 15:21 | Report Abuse

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

Posted by MoneyUp888 > 2019-01-09 10:58 | Report Abuse

Dialog tp 3.3