Posted by ramsyll > 2019-08-19 02:37 | Report Abuse

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.

Posted by ky75 > 2019-08-21 09:24 | Report Abuse

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...

Posted by paktua73 > 2019-08-27 11:06 | Report Abuse

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

Posted by ky75 > 2019-08-27 17:13 | Report Abuse

Walao...last minutes 6m trx @ 3.47....

Posted by patient_invest > 2019-08-28 15:05 | Report Abuse

Anyone know Pengerang's impact on Singapore? Will Singapore oil hub status get replaced?

Posted by paktua73 > 2019-09-06 15:08 | Report Abuse

done sold back all at 3.53 some and lasty at 3.52
lock back all capital secure big some profit

tut tut

Posted by noinoi > 2019-09-16 09:36 | Report Abuse

Tmrw gap up RM3.70; closed RM4.00

Posted by paktua73 > 2019-09-20 16:07 | Report Abuse

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

Posted by paktua73 > 2019-09-24 15:05 | Report Abuse

done 1 st and 2nd squad from 8th platoons reload for last time at 3.41,3.42

tut tut

Posted by paktua73 > 2019-09-27 12:17 | Report Abuse

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

Posted by ky75 > 2019-10-02 16:32 | Report Abuse

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.

Posted by paktua73 > 2019-10-03 09:10 | Report Abuse

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

Posted by paktua73 > 2019-10-03 10:17 | Report Abuse

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

Posted by tkl88 > 2019-10-09 10:04 | Report Abuse

Countdown 2 days to 11/10/2019 (Friday)'s super prosperous budget 2020 !
Huat ah ! Heng ah ! Ong ah !

Posted by paktua73 > 2019-10-22 15:54 | Report Abuse

done paktua troopers sold back all share on hand..
sold at 3.51

tut tut
bye bye

Posted by Ivan89 > 2019-11-11 17:53 | Report Abuse

Superb result

Posted by lambsauce > 2019-11-11 18:04 | Report Abuse

dialog is so strong n stable..

Posted by sysz820 > 2019-11-11 19:29 | Report Abuse

Well done,great result

Posted by KP_RECT > 2019-11-11 23:00 | Report Abuse

Good to collect steady dividend

Tut tut

Posted by James Ng > 2019-11-12 21:21 | Report Abuse

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

Posted by flexibt > 2019-11-13 16:05 | Report Abuse

Dialog eyes upstream O&G assets in Malaysia !

https://www.theedgemarkets.com/article/dialog-eyes-upstream-og-assets-malaysia

Posted by KP_RECT > 2019-11-13 16:27 | Report Abuse

collect more today :)

Posted by ky75 > 2019-11-14 15:18 | Report Abuse

https://www.facebook.com/Bizlife.asia/videos/434908354112586/UzpfSTQzODM0NzY5NjI3MjkwMjoyNTMyMDg0MDgwMjMyNTc2/

Posted by ky75 > 2019-11-15 09:39 | Report Abuse

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/

Posted by ahbah > 2019-11-26 21:44 | Report Abuse

dialog ... a good stock.

Posted by OGInvest > 2019-11-28 09:04 | Report Abuse

Dialog in trouble with BP for not meeting design standards. Got troubles ahead arrrr and delays to tanks .

Posted by OGInvest > 2019-11-28 09:17 | Report Abuse

dialog investigated by macc for land buy in peng.

Posted by OGInvest > 2019-11-28 09:35 | Report Abuse

20% drop masuk

Posted by Simple Man > 2019-11-29 11:43 | Report Abuse

dialog asking quote around. something is on..

Posted by ahbah > 2019-12-05 10:37 | Report Abuse

•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

Posted by factslim1 > 2019-12-17 13:41 | Report Abuse

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.

Posted by diehardunited > 2019-12-18 17:44 | Report Abuse

The skyrocket stock with stable earnings like Dialog: https://klse.i3investor.com/blogs/fatprofitstock/2019-12-18-story-h148...

Posted by paktua73 > 2019-12-27 22:37 | Report Abuse

tut tut

Posted by ramada > 2020-01-05 11:13 | Report Abuse

I can only see fund managers pick three oil & gas stocks — Dialog, Yinson and Serba Dinamik into their portfolios.

Posted by KP_RECT > 2020-01-15 11:34 | Report Abuse

Any idea what happen to the stock market ?

Posted by paktua73 > 2020-01-28 12:02 | Report Abuse

done eat at 3.23..
paktua back to play here..

tut tut
always play with own methods

Posted by KP_RECT > 2020-01-28 18:49 | Report Abuse

tut tut use what method to play ?

Posted by LATO' SELI > 2020-01-31 14:55 | Report Abuse

Better buy now before too late

Posted by Patrick13 > 2020-02-13 19:12 | Report Abuse

https://www.malaysiastock.biz/GetReport.aspx?file=2020/2/13/7277%20-%201814350012504.PDF&name=Interim%20Financial%20Report%20FY2020%20Q2.PDF

Posted by ramada > 2020-02-13 21:23 | Report Abuse

2.80 sen.

Posted by ramada > 2020-02-13 21:25 | Report Abuse

31.51 vs. 16.11. You should know what I mean.

Posted by Jengacam2 > 2020-02-13 21:27 | Report Abuse

You forget YINSON

Posted by ramada > 2020-02-13 21:35 | Report Abuse

I always remember the four heavenly kings in oil & gas industry.

Posted by James Ng > 2020-02-15 21:27 | Report Abuse

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

Posted by James Ng > 2020-02-16 09:11 | Report Abuse

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

Posted by MACC_jangan_tidur > 2020-02-19 14:59 | Report Abuse

Why Rapid Pengerang only Dialog must get not share with O&G companies? Bribe received?

Posted by paktua73 > 2020-02-20 15:57 | Report Abuse

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

Posted by Dakewlest > 2020-03-02 21:30 | Report Abuse

Paktua tak beli lagi ke? Harga bawah 3.30...

Posted by investortrader88 > 2020-03-09 09:19 | Report Abuse

bought dialog at RM 2.82 !

Posted by ky75 > 2020-03-09 09:51 | Report Abuse

good neh...earn fast money. :)