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DIALOG (7277) : DIALOG GROUP BERHAD
airasia
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08 Feb 2012, 11:46 PMPost #1
Updates on track:

1. Pengerang Terminal phase 1: 150 acres - Capacity of 1.3 M m3 + 7 berths = RM 1.9b
2. Balai Cluster Fields: successful completion of pre-development phase, progress moving into drilling of wells, installation of platforms, topsides and pipelines on next 24mths.

Focus to secure 2 or 3 more marginal field contracts under SFRSC.

Long-term earnings remained clear visible for next 2 FY.
airasia
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08 Feb 2012, 11:52 PMPost #2
Dividend records: 29% CAGR since 1996
airasia
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15 Feb 2012, 01:10 AMPost #3
Moderate Q performance:

- Increased total liabilities from RM 404m to 558m, increase gearing risk.
- -7% qoq for higher operating cost of O&G.
- Fitzroy Engineering Group Ltd (NZ) was the main contributor to significant increased consolidation revenue.
- Positive positioning at composition of the Group locally and oversea.

Outlook remained positive with:
- Tanjung Langsat & Pengerang deepwater terminal (long term recurring income)
- ETP opportunities for the local oil and gas players - focus investment on SFRSC.
LCCHONG
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09 Feb 2014, 10:08 PMPost #4
DIALOG analysis - http://lcchong.wordpress.com/2014/02/09/dialogfundamental-analysis-9-feb-2014/
LCCHONG
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14 Feb 2014, 12:29 PMPost #5
DIALOG analysis - http://lcchong.wordpress.com/2014/02/14/dialogfundamental-analysis-14-feb-2014/
CNY2012
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13 Apr 2014, 09:00 AMPost #6
Moderate Q performance:

- Increased total liabilities from RM 404m to 558m, increase gearing...airasia @ 15 Feb 2012, 01:10 AM

RHB Research maintains Buy on Dialog

KUALA LUMPUR: RHB Research is maintaining a Buy recommendation on Dialog Group with an unchanged sum-of-parts (SOP) based fair value of RM3.71.

It said on Friday Dialog announced that its unit Dialog E&C Sdn Bhd was served with a notice of arbitration from Tanjung Langsat Port Sdn Bhd (TLP) following the provision of an engineering, procurement, construction & commissioning (EPCC) contract in 2006.

The RM89.5mil contract was for the development of the 100,000 cubic metre oil terminal project at Tanjung Langsat Port, Johor.

TLP claims that it suffered losses and damages caused by a fire in August 2008 in a part of the facility after the completion and handover of the project by Dialog E&C. TLP also claimed the fire was due to the latter's breaches of its obligations under the contract.





RHB Research said TLP was claiming between RM546.6mil and RM561.24mil in total for various reasons. These include an indemnity against all of its liability towards its dedicated users, which include - and not limited to – US$20.8mil (RM66.2mil) for the loss of products stored in the facility; US$2.1mil (RM6.7mil) for additional costs, fees and expenses incurred; and US$118.4mil (RM378.9mil) for the dedicated user's loss of use of the facility.

“The potential claim of RM546.6mil to RM561.2mil makes up about 37.5%-38.6% of Dialog's equity as at Dec 2013. It also currently sits on a net debt position of RM397.9mil.

“At this juncture, we are unable to determine the likelihood and actual quantum of the claim. We believe, however, this might be a long-drawn-out case and that the potential liability may eventually be smaller than the headline amount.

“According to its statement, management believes that this will not affect Dialog's FY14 operational and financial position. We are maintaining our Buy recommendation at the moment - pending more details - with an unchanged: i) SOP-based RM3.71 fair value, and ii) FY14/15 earnings estimates,” it said.
atomicgun
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22 Oct 2014, 10:59 AMPost #7
Hi,

kinda newbie in this forum and was browsing around. may i know the stock price dropped dramatically for this counter during July 2014?
LCCHONG
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29 Oct 2014, 11:21 PMPost #8
DIALOG analysis - http://lcchong.wordpress.com/2014/10/29/dialog-fundamental-analysis-29-oct-2014/
LCCHONG
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19 Nov 2014, 09:42 PMPost #9
DIALOG analysis - http://lcchong.wordpress.com/2014/11/19/dialog-fundamental-analysis-19-nov-2014/
LCCHONG
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04 Jan 2015, 04:28 PMPost #10
DIALOG analysis - http://lcchong.wordpress.com/2015/01/04/dialog-fundamental-analysis-4-jan-2015/
LCCHONG
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10 Feb 2015, 11:39 PMPost #11
DIALOG analysis - https://lcchong.wordpress.com/2015/02/10/dialog-fundamental-analysis-10-feb-2015/
LCCHONG
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14 May 2015, 09:48 PMPost #12
DIALOG Analysis - https://lcchong.wordpress.com/2015/05/14/dialog-fundamental-analysis-14-may-2015/
FrancissC
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21 Aug 2015, 09:06 AMPost #13
DIALOG results out. See whether you should buy or ignore. Like our FB page

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/516955851801420/?type=1&theater
LCCHONG
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21 Aug 2015, 09:02 PMPost #14
DIALOG (FY15 Q4) - http://wp.me/p17Hxk-2i0
omightycap
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18 Nov 2015, 01:44 PMPost #15
Dialog's earnings out.

See O'Mighty's link for our outlook!

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/546846405479031/?type=3
LCCHONG
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18 Nov 2015, 08:14 PMPost #16
DIALOG Analysis - https://lcchong.wordpress.com/2015/11/18/dialog-fundamental-analysis-18-nov-2015/
LCCHONG
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06 Mar 2016, 04:38 PMPost #17
DIALOG Analysis - https://lcchong.wordpress.com/2016/03/06/dialog-fundamental-analysis-6-mar-2016/
LCCHONG
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21 Jun 2016, 09:17 PMPost #18
DIALOG Analysis - https://lcchong.wordpress.com/2016/06/21/dialog-fundamental-analysis-21-jun-2016/
mr investor
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24 May 2018, 10:55 AMPost #19

Oil prices are rising -- check out this article https://www.mrinvestor12.com/2018/05/oil-prices-are-going-up.html

mea05key
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14 Nov 2018, 06:25 PMPost #20

Dialog has strong fundamentals and monopoly over the terminals construction and operation in Tanjung Langsat and Pengerang. They derive recuring income through the terminals operation

I explained my thoughts on Dialogs FY2018 annual report in my blog 

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


yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

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