[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
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。
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。
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%
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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.
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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