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[DIALOG (7277) 戴乐集团 DIALOG GROUP BHD:继续在第三期填海工程取得进展,并计划于2019年底完成;建造一个储存终端,公用储罐设施(包括共用基础设施)及深水海洋设施(Jetty3)(统称“终端和设施”)也已经开始] - James的股票投资James Share Investing

2019财年,包括合营企业和联营公司在内的税后净营业利润从先前记录的4.627亿令吉增加19.4%至5亿5230万令吉。至于本季度与去年同期相比,戴乐集团的税后净利润增长22.5%至1.488亿令吉。

本财政年度取得的强劲财务表现主要来自马来西亚的业务,中流和下游活动表现更佳,特别是来自各项目的工程,建筑及工厂维修服务。此外,戴乐集团于本财政年度的合营企业及联营公司的溢利份额亦较高。戴乐集团当前财务季度的税前利润从上一季度的1.687亿令吉略微增加至1.747亿令吉。

前景:
作为领先的综合技术服务提供商,在石油,天然气和石化行业的上游,中游和下游行业实现多元化,DIALOG仍然相信其业务模式结构合理,可以管理油价波动和货币变动。

DIALOG致力于通过整合新技术和改进业务流程来提高效率和生产力,以保持竞争力。 Pengerang深水码头(“PDT”)第1阶段的持续运营目前正在扩大430,000立方米。第2A阶段,炼油和石化综合开发专用石油和石化终端(“RAPID”)于2018年11月开始商业运营的初始阶段。

2018年4月,集团与Johor Darul Ta'zim州政府和State Secretary, Johor (Incorporated)签署了谅解备忘录,以投资和开发共同的油库设施(包括共用基础设施)和深水海洋设施,以支持和促进石油和石化产品储存和处理罐终端业务。第3阶段将在PDT内约300英亩的土地上开发,指示性初始投资成本为25亿令吉。

自那时起,戴乐集团继续在第三期填海工程取得进展,并计划于2019年底完成。建造一个储存终端,公用储罐设施(包括共用基础设施)及深水海洋设施(Jetty3)(统称“终端和设施”)也已经开始。该终端的开发是第3阶段中的第一个这样的终端,预计在2021年中期完成。

未来阶段的扩张还将有大约500英亩的土地余额。随着PDT第2阶段和RAPID炼油厂项目的接近完成,除了其他现有项目外,他们现在还积极参与这些项目的工厂维护服务。

2019年7月,DIALOG从PETRONAS获得了Groupwide Master Service协议。该协议涵盖了PETRONAS集团工厂的机械综合工厂维护工作和日常维护工作,有效期为5年,可由PETRONAS选择延长。该长期合同授予将使DIALOG继续致力于维持集团的增长。

除Dialog Terminals Langsat 1和2总容量为647,000 m3外,他们还计划将Dialog Terminals Langsat 3扩展到300,000 m3的存储设施,这符合他们增加可持续和经常性收入的战略。Dialog Terminals Langsat 3已于2019年8月开始部分其10万立方米的运营。

在上游行业,戴乐集团继续根据现有合约开发新储备。与此同时,戴乐集团正积极寻找机会增加其开发及生产服务及资产。展望未来,戴乐集团将继续以经常性收入增长其核心业务,尤其是包括储罐终端在内的物流服务。除非出现任何不可预见的情况,否则戴乐集团有信心其在截至2020年6月30日止财政年度的表现将保持强劲。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.58 (dividend RM0.015) in 1 year 4 days, total return is 123.1%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.41 (dividend RM0.04) in 1 year 1 month 13 day, total return is 82.4%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 7 months 29 days, total return is 61.3%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.43 (dividend RM0.1875) in 9 months 30 days, total return is 38.5%

e) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.07) in 8 months 27 days, total return is 35.4%

f) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.39 in 2 months 12 days, total return is 33.7%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.23 (dividend RM0.008) in 7 months 22 days, total return is 28.3%

h) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.735 in 6 months 25 days, total return is 27.8%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.86 (dividends RM0.063) in 10 months 9 days, total return is 20.9%

j) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.59 (dividends RM0.04) in 10 months 14 days, total return is 14%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.084) in 1 Year 17 days, total return is 9.7%

l) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.89 in 7 months 14 days, total return is 4.7%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

9月8日星期日:Hotel Sri Petaling, KL 3份点心

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

9月7日星期六:Hotel Sri Petaling, KL

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

9月6日星期五:Hotel Sri Petaling, KL 3份点心

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
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[DIALOG GROUP BHD: the Group has continued to make progress for Phase 3-land reclamation remains on track and is scheduled for completion at the end of 2019; the construction of a storage terminal, common tankage facilities(including shared infrastructure) and deepwater marine facilities (“Jetty3”) (collectively, “Terminals and Facilities”) have also begun]

For FY19, the net operating profit after tax including joint ventures and associates increased by 19.4% to RM552.3 million from RM462.7 million recorded previously. As for the current reporting quarter against the corresponding quarter last year, the Group’s net profit after tax rose by 22.5% to RM148.8 million.

The strong financial performance achieved in the current financial year was mainly contributed by the Malaysian operations which saw better performances delivered by the mid stream and down stream activities, in particular from the engineering, construction and plant maintenance services performed in various projects. In addition, the Group’s share of profit in joint ventures and associates was also higher in the current financial year. There was a slight increase in the Group’s profit before tax for the current financial quarter to RM174.7 million from RM168.7 million recorded in the preceding quarter.

Prospects:
As a leading integrated technical service provider that is diversified across the upstream, mid stream and down stream sectors in the oil, gas and petrochemical industry, DIALOG remains confident that its business model is well structured to manage oil price volatility and currency movements.

DIALOG remains committed to enhancing efficiency and productivity by incorporating new technologies and improving business processes to remain competitive moving forward. The ongoing operations of Pengerang Deepwater Terminal ("PDT") Phase 1 is currently being expanded by 430,000 m3. Phase 2A, the dedicated petroleum and petrochemicals terminal for Refinery and Petrochemical Integrated Development ("RAPID") commenced its initial stages of commercial operations in November 2018.

In April 2018, the Group signed a Memorandum of Understanding with the State Government of Johor Darul Ta’zim and the State Secretary, Johor (Incorporated) to invest and develop common tankage facilities (including shared infrastructure) and deepwater marine facilities to support and promote the petroleum and petrochemicals storage and handling tank terminal business. Phase 3 will be developed on approximately 300 acres of land within PDT with an indicative initial investment cost of RM2.5 billion.

Since then, the Group has continued to make progress for Phase 3-land reclamation remains on track and is scheduled for completion at the end of 2019. The construction of a storage terminal, common tankage facilities (including shared infrastructure) and deepwater marine facilities (“Jetty3”) (collectively, “Terminals and Facilities”) have also begun. The development of this terminal, is the first of such terminals in Phase 3, and completion is expected in mid-2021.

There will also be a balance of approximately 500 acres available for future phases. With the near completion of the PDT Phase 2 and the refinery projects at RAPID, they are now actively involved in the plant maintenance services for these projects, in addition to other existing projects.

In July 2019, DIALOG secured a Groupwide Master Service Agreement from PETRONAS. The agreement covers integrated plant turnaround works and daily maintenance work on mechanical static for PETRONAS’ plants groupwide and is valid for a period of 5 years with option to extend by PETRONAS. This long-term contract award will enable DIALOG to pursue their mission in sustaining growth for the Group.

In addition to Dialog Terminals Langsat 1 and 2 with a total capacity of 647,000 m3, they are planning to expand Dialog Terminals Langsat 3 into a 300,000 m3 storage facility, in line with their strategy to grow sustainable and recurring income. Dialog Terminals Langsat 3 has commenced partial operations for its first 100,000 m3 in August 2019.

In the upstream sector, the Group continues to develop new reserves from existing contracts. At the same time, the Group is actively looking for opportunities to increase its development and production services and assets. Moving forward, the Group will continue to grow its core businesses with recurring income, especially in its logistics services which includes storage tank terminals. Barring any unforeseen circumstances, the Group is confident that its performance will remain strong for the financial year ending 30 June 2020.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

https://www.facebook.com/jamesshareinvest/posts/2345061869093887
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