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 [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]

截至2019年12月31日的第二季度,集团的税后净利润从去年同期的1.403亿令吉增长了14.1%至1.601亿令吉。集团这季度的收入为6.123亿令吉,比去年同期的6.096亿令吉增长0.4%。

马来西亚业务在本财政季度取得了更好的财务业绩,该集团在合资企业和联营企业,码头业务和工厂服务活动的利润中所占的份额有所提高。 Dialog Terminals Langsat 3于2019年8月开始对其12万立方米的仓储设施进行部分运营,也为马来西亚的运营做出了积极贡献。

国际业务在本财政季度的税后净利润也比去年同期增长,这归功于工程,建筑,制造和工厂服务活动的增加以及专业产品和服务销售的增长。

QoQ:
集团在本财政季的除税前盈利为1.874亿令吉,较上个季度的1.945亿令吉减少3.6%。

前景:
作为领先的综合技术服务提供商,DIALOG在石油,天然气和石化行业的上游,中游和下游行业均提供多元化服务,DIALOG仍然坚信其业务模型的结构合理,可以在经济不确定性,油价充满波动性和货币波动性的走势下,管理和维持自身的业绩。

展望中游行业,Pengerang Deepwater Terminals ("PDT")的持续开发将继续成为石油,天然气和石化企业的中心舞台,这些企业希望在未来30年内抓住亚太地区的需求增长。凭借其理想的地理位置和一站式集成枢纽产品,PDT为建立战略枢纽业务提供了引人注目的价值主张。

由于PDT的第一阶段和第二阶段已经开始运营,因此在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。第三阶段的填海已完成,并且仓储码头,公用储罐设施(包括共用基础设施)和深水海洋设施(“ Jetty 3”)的建造也已经开始,预计将于2021年中期完成。

他们还有大约500英亩的土地可供开发,目前仍处于将PDT发展为他们所设想的成为亚太地区最大的石油和石化中心的初期阶段。除了总容量为647,000 m3的Dialog Terminals Langsat 1和2外,Dialog Terminals Langsat 3于2020年1月开始全面运营其120,000 m3的存储设施。他们计划将Dialog Terminals Langsat 3扩建为300,000 m3的存储设施 ,以符合其增加可持续和经常性收入的策略。

在下游领域,他们将继续利用自己的优势和已建立的综合技术服务的往绩,这些技术服务包括工程,采购,建筑和调试(“ EPCC”),工厂维护和催化剂处理服务以及专业产品和服务。

随着PDT第二阶段和RAPID的精炼项目的完成,除了其他现有项目之外,他们现在还积极参与这些项目的工厂维护服务。在2019年7月,DIALOG从PETRONAS获得了集团范围内的总服务协议。该协议涵盖了PETRONAS集团全厂的综合工厂周转工作和机械的日常维护工作,有效期为5年,PETRONAS可以选择延长。

在上游领域,戴乐集团继续根据现有合同开发新的储备,同时积极寻找机会增加其开发,生产服务和资产。除非有任何不可预见的情况,否则集团有信心在截至2020年6月30日的财政年度中保持良好的业绩。
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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 RM2.53 (dividend RM0.025) in 1 year 6 months 2 days, total return is 257.3%

b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.46 in 1 year 25 days, total return is 153.9%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.91 (dividend RM0.04) in 1 year 7 months 13 days, total return is 145.3%

d) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.81 in 5 months 20 days, total return is 78%

e) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.96 (adjusted)(dividend RM0.01) in 8 months 12 days, total return is 77.8%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.40 (dividends RM0.113) in 1 Year 4 months 7 days, total return is 58.1%

g) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.37 in 7 months 15 days, total return is 52.2%

h) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.15 (dividend RM0.015) in 1 Year 1 month 29 days, total return is 45.6%

i) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM5.35 (adjusted) (dividend RM0.13431) in 1 Year 6 months 16 days, total return is 38.5%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.63 (dividend RM0.105) in 1 Year 2 months 27 days, total return is 36.6%

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。

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3月21日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

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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: entry into the Long Term Storage Agreement with BP Singapore Pte. Limited for Phase 3 of PDT is another significant milestone in this direction and is expected to catalyse the further development of PDT in the coming years]

For the 2nd quarter ended 31st December 2019, the Group achieved a 14.1% increase in net profit after tax to RM160.1 million from RM140.3 million reported in the corresponding quarter last year. The Group’s revenue for the reporting quarter was RM612.3 million, a 0.4% increase from RM609.6 million recorded in the corresponding quarter last year.

The better financial performance achieved in the current financial quarter was contributed by the Malaysia operations which saw higher contributions from the Group’s share of profit on joint ventures and associates, terminal business and increased plant services activities. Dialog Terminals Langsat 3 which commenced partial operations for its 120,000 m3 storage facility in August 2019 had also contributed positively to the Malaysia operations.

The International operation also recorded a higher net profit after tax in the current financial quarter against corresponding period last year contributed by higher engineering, construction, fabrication and plant services activities and increased specialist products and services sales.

QoQ:
The Group’s profit before tax for the current financial quarter of RM187.4 million was 3.6% lower compared to RM194.5 million recorded in the preceding quarter.

Prospects:
As a leading integrated technical service provider that is diversified across the upstream, midstream and downstream sectors in the oil, gas and petrochemical industry, DIALOG remains confident that its business model is well structured to manage and sustain itself through periods of economic uncertainty, oil price volatility and currency movements.

Looking forward in the midstream sector, the ongoing development of Pengerang Deepwater Terminals ("PDT") will continue to take centre stage for oil, gas and petrochemical players who are looking to capture Asia Pacific demand growth over the next 30 years. PDT offers a compelling value proposition for the establishment of strategic hub operations given its ideal location and one-stop integrated hub offering.

With Phase 1 and Phase 2 of PDT already in operations, the entry into the Long Term Storage Agreement with BP Singapore Pte. Limited for Phase 3 of PDT is another significant milestone in this direction and is expected to catalyse the further development of PDT in the coming years. The Phase 3 - land reclamation has completed and the construction of a storage terminal, common tankage facilities (including shared infrastructure) and deepwater marine facilities (“Jetty 3”) have also begun and completion is expected in mid-2021.

With approximately another 500 acres available for development, they are still in the early stages of developing PDT into the largest petroleum and petrochemical hub for the Asia Pacific that they have envisioned it to be. In addition to Dialog Terminals Langsat 1 and 2 with a total capacity of 647,000 m3, Dialog Terminals Langsat 3 has commenced full operations for its 120,000 m3 storage facility in January 2020. 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.

In the downstream sector, they will continue to leverage on their strengths and established track record in integrated technical services comprising Engineering, Procurement, Construction & Commissioning, (“EPCC”), Plant Maintenance & Catalyst Handling Services, and Specialist Products and Services.

With the 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.

In the upstream sector, the Group continues to develop new reserves from the existing contracts and at the same time, actively looking for opportunities to increase their development and production services and assets. Barring any unforeseen circumstances, the Group is confident that its performance will remain on a positive trajectory 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://klse.i3investor.com/blogs/general/2020-02-16-story-h1483823177.jsp
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