Posted by kl_guy > 2020-12-21 16:09 | Report Abuse

i still confident it on uptrend

Posted by ramsyll > 2020-12-21 22:16 | Report Abuse

Interesting to note that despite the good outlook that Dialog has of its biz, the share price currently hovering at RM3.40 is below its 250 days SMA of RM3.53.

Noted that Dialog is currently in a weak recent price performance or entering historically poor seasonal period during this X'mas/NewYear holiday period. I see some window-dressing activites happening which will see Dialog price back above it's 250 days SMA @ 3.53.

I'm just working on Dialog's profit, RM630mil FYE2020, with most analyst expecting YOY +10%-15%, lets take its minimum +10% easily achieveable with it's increased tanking capacity coming into operations & other core activities, so we're looking RM693mil which works out an EPS of RM0.123sen, PE30X, gives Dialog an intrinsic value of RM3.70; PE 35X = RM4.30.

Now the hidden gem in Dialog is their SUKUK issuance upto RM3billion, interest rate of 4.15%, 1st tranche issued in November 2020 amounting to RM500mil. Dialog has a nett borrowings at present of RM880mil which can easily be covered with it's positive cashflow of RM150mil per Q.

My guess is that the SUKUK proceeds will be utilised to acquire assets that will provide consistent sustainable profits inline with existing Dialog's biz, hence let's just prudently take a very modest 3% profit from the investment... works out to be RM90mil profit per annum; add that to RM693mil, we will be looking at RM763mil Dialog profit in the near future. That is an EPS of RM0.135sen and @ PE30X, intrinsic value of RM4.05. PE35X = RM4.72.

Stay invested in Dialog now looking forward to their asset aquisition news...

Posted by Book > 2020-12-21 22:18 |

Post removed.Why?

Posted by UnkleLim > 2020-12-21 22:36 | Report Abuse

Is it the Exxon Mobil acquisition?

Posted by Calvin882 > 2020-12-22 07:36 | Report Abuse

https://in.investing.com/news/oil-down-3-2nd-covid-strain-deals-crude-hardest-blow-in-7-weeks-2546573

Posted by investor > 2020-12-22 08:04 | Report Abuse

Dialog moves lower today, new low of RM3 coming.

Posted by OperationMoneyball > 2020-12-22 12:15 | Report Abuse

Quite a solid stock

Posted by UnkleLim > 2020-12-22 13:22 | Report Abuse

Because already at 3.4, how low can it go

Posted by kl_guy > 2020-12-23 10:33 | Report Abuse

look like well supported. very soon goreng

Posted by kl_guy > 2020-12-23 11:45 | Report Abuse

now rm3.41 Can dialog close above rm3.41? Go go go

Posted by kl_guy > 2020-12-23 12:03 | Report Abuse

slow and steady . everyday up 2 sen will do.

Posted by UnkleLim > 2020-12-23 14:04 | Report Abuse

One day 2 cents. One month 40 cents kiki

Posted by kl_guy > 2020-12-23 15:05 | Report Abuse

wah up 5 sen.

Posted by onthewaytoforbes > 2020-12-23 15:14 | Report Abuse

flying soon.

Posted by davors > 2020-12-23 15:46 | Report Abuse

very likely to retrace back if no volume support....

Posted by anzhsb > 2020-12-23 19:39 | Report Abuse

volume very low .. this will be a very good buy for 1 -2 years investment .. but no rush ... for today 3.3x is a good buy

Posted by kl_guy > 2020-12-24 12:01 | Report Abuse

oil price wti already hit usd48 . very soon usd50. once hit the media front page. bull run again on O&G stock. merry Christmas.

Posted by kl_guy > 2020-12-28 20:21 | Report Abuse

now wti is usd 48.69 ...very soon usd50. Alot of country started vaccine mean more economy going to recover and more activity. more use of petrol . just patiently wait.

Posted by Sailangking > 2020-12-28 21:59 | Report Abuse

slow slow keep

Posted by kl_guy > 2020-12-29 16:51 | Report Abuse

yahooo....sudah mali

Posted by onthewaytoforbes > 2020-12-29 19:47 | Report Abuse

something coming.

Posted by UnkleLim > 2020-12-29 21:05 | Report Abuse

Macd crossed!!

Posted by kl_guy > 2020-12-30 12:29 | Report Abuse

good . no big volume mean no profit taking. goreng still going on.

Posted by UnkleLim > 2020-12-30 16:25 | Report Abuse

Shark slowly collecting

Posted by kl_guy > 2020-12-30 17:32 | Report Abuse

notice most of the o&g stock is moving uptrend (read chart). Is there a sign , we might have oil bull run soon when wti hit usd50.

Posted by kl_guy > 2021-01-04 10:31 | Report Abuse

wti now usd48.80 heading usd50

Posted by kl_guy > 2021-01-04 11:50 | Report Abuse

now wti usd49.14 .

Posted by kl_guy > 2021-01-04 14:15 | Report Abuse

wti usd 49.50

Posted by kl_guy > 2021-01-04 15:47 | Report Abuse

wti already usd 49.50 . some joker try push down to collect more. Look like this time goreng is on.

Posted by Godstock8888 > 2021-01-05 10:12 | Report Abuse

WHAT PROBLEM GUYS

Posted by kl_guy > 2021-01-05 10:54 | Report Abuse

holy shit , someone dumping...maybe kwap.

Posted by UnkleLim > 2021-01-05 18:51 | Report Abuse

Steady

Posted by kl_guy > 2021-01-05 19:56 | Report Abuse

if wti hit usd 50, will those joker wiling to dump dialog at this price? i waiting wti to hit usd50.

Posted by davors > 2021-01-05 21:23 | Report Abuse

3.20 next

Posted by scenery > 2021-01-05 23:17 | Report Abuse

oil now almost US$50, why this counter down?

Posted by kl_guy > 2021-01-05 23:40 | Report Abuse

now wti back to usd49.50 .

Posted by WealthSoWonderful > 2021-01-05 23:51 | Report Abuse

For those serious mature sensible minded intelligent prudent long term investors among y'all ... Do consider TopGlove as another egg in the basket, another arrow in the quiver, another string to the bow

Posted by WealthSoWonderful > 2021-01-05 23:52 | Report Abuse

TOPGLOVE FOR LONG TERM INVESTMENT: A QUICK PRIMER

TopGlove IPO price RM2.70 March 2001

2,000 units = RM5,400

Bonus issues:
2002 3:10 ==> 2,600 units
2003 2:5 ==> 3,640 units
2005 1:1 ==> 7,280 units
2007 2:5 ==> 10,192 units
2010 1:1 ==> 20,384 units
2016 1:1 ==> 40,768 units
2018 1:1 ==> 81,536 units
2020 2:1 ==> 244,608 units

Today 244,608 units x RM8.70/unit = RM2,128,089

Capital Appreciation = From RM5,400 to RM2,128,089 in just 19 years

This is clear solid undoubtable undeniable evidence of the awesome benefit by way of exponential growth that you get from investing long term in TopGlove

Anyways, this is not a call for buy or sell, but just sharing of some inspirational motivational confidence-building information.

Do your own due diligence

Invest at your own risk

Posted by BountyOfTheBourse > 2021-01-06 00:13 | Report Abuse

If warren buffet knows everything about every bursa on this planet, then he would certainly have bought at 1east 750,000,000 units of TopGlove at IPO price RM2.70 in 2001

Becos every 1,000 units bought in 2001 would have become 122,304 units today

Posted by kl_guy > 2021-01-06 11:39 | Report Abuse

Look like dialog have a big player controlling, still in collecting mode. need to be patient.

Posted by UnkleLim > 2021-01-06 13:30 | Report Abuse

Patience is the key to success. UnkleLim today add little bit

Posted by kl_guy > 2021-01-07 10:08 | Report Abuse

look like bid shark still want to key dialog low even wti now usd50.70

Posted by kl_guy > 2021-01-07 11:32 | Report Abuse

is the selling over?

Posted by kl_guy > 2021-01-07 11:36 | Report Abuse

wti usd51.05

Posted by UnkleLim > 2021-01-07 12:26 | Report Abuse

Most likely over

Posted by kl_guy > 2021-01-07 15:53 | Report Abuse

wah alot pick up at 3.34 . big shark collecting. lucky no RSS.

Posted by kl_guy > 2021-01-07 16:17 | Report Abuse

if volume hit 13mil , goreng start. now already 7 mil

Posted by invest4tomoro > 2021-01-08 10:21 | Report Abuse

why keep dropping ? Why down trend ?

Posted by kl_guy > 2021-01-08 10:54 | Report Abuse

collection mode . maybe will press down to rm3.00 level.
hopefully there is world oil rally , then big shark will goreng. lets hope for best.

Posted by UnkleLim > 2021-01-08 11:06 | Report Abuse

Unlikely to press down till RM3. Now they already start collecting