【DIALOG 7277 交流专区】戴乐集团

hc.goh

请看图表-->http://www.dialogasia.com/investor_investor_profile.asp
这支股如果你IPO 就买了HOLD 到现在...
你的平均每年增长是29%
噢 !!吓死我了.......

欢迎同道中人....来发表意见下...


[ 本帖最后由 hc.goh 于 8-5-2009 03:59 PM 编辑 ]

hc.goh

Dialog is keeping to its defensive business strategy of concentrating its resources on downstream activities that either provide recurring income or long-term contracts of 3 to 5 years. It’s business as usual at its Kertih CTF operation while its Tanjung Langsat CTF is expected to start contributing by 2010. Demand for its catalyst handling services has been growing, especially in the US market, despite the low crude oil price while the demand for its specialist products and services remains robust since many O&G projects which have been approved by oil majors are awaiting implementation. Maintain Buy with a target price of RM1.46.

Business as usual for centralised tankage facilities (CTF). Recently, we met with Dialog’s management and gather that: 1) there is no default in the guaranteed 88% output on the part of its 5 users of the Kertih CTF, and 2) the Tanjung Langsat 1 CTF should be completed by July ‘09 with operations expected to start in 2010. Kertih CTF unaffected by Petronas’ plants shutdown. According to management, it’s business as usual at the Kertih CTF despite the recent shutdown of some of Petronas’ Kertih plants, which have affected one of Dialog’s users, Vinyl Chloride. Although activities have slowed down, this user is still using the CTF to store its products. To give more comfort to investors, we understand that: 1) Vinyl Chloride’s contribution to the CTF is only 10% to 20% while the balance is taken up by the other 4 users (with Optimal Group of Companies contributing the largest pie; 2) these are reputable MNCs with strong financial background; 3) the storage cost only makes up a small portion of the 5 users’ total operating costs; and 4) all of them understand that petrochemicals is a cyclical business and would need to ride out the downturn in order to get storage capacity when the cycle turns upwards. Hence, we believe the Kertih CTF’s guaranteed throughput of 88% would be maintained like it was before since it is a take or pay arrangement. Also, there is no change in our initial forecast of a net cash dividend of RM25-RM28m from this CTF going forward.

Dialog’s principal activities are in the provision of centralised tankage facility services, specialist products and services, catalyst handling services, plant maintenance, engineering, and construction and fabrication jobs.

hc.goh

一个会生金蛋的股...
1996 你投资2750(一立)
2008 你的投资回报是RM73,281

hc.goh

scsiang82

那现在买还是金蛋吗？？

hc.goh

原帖由 scsiang82 于 8-5-2009 04:00 PM 发表
那现在买还是金蛋吗？？

只供参考...欢迎同道中人....来发表意见和新闻

唐骏

施主: 古董很久前也是不值钱...
历史就留到上历史科才教吧。。。
赫赫

[ 本帖最后由 唐骏 于 8-5-2009 04:29 PM 编辑 ]

hc.goh

唐骏
是的...讲多一些不好的意见来听听....

feilong

13/3左右我排在0。78买不到，过后就放弃了。结果，一路上升到现在！
0。79-〉1。15=45。5%！！！

jesry

我也對這股有興趣. 0.80 買了 0.88 賣. 現在要買回都買不到了.
希望樓主發表多一點這股的業務,前景身麼的.
謝謝

弹煮

此股是股海遗珠！
偶也太粗心了！
竟然有酱的好料偶没看到！
拜一就hoot它够够力！！！:@

kan0613

1.07时看到了。。稍微看过了基本面，挺好的！当时看到阻力1.11。。。所以没进

lawhal83

我参经在0。89时买过。。。

我会飞

涨幅从0.79到1.17，接近50%了。。。不知道还能去吗？
每天下午。。。都有跌破开市价。。。。各位认为如何呢？
他给我的感觉很像sapuracrest， 只是sapura像跑车，dialog像大房车。。。
两辆都能跑快，只是sapura比较冲得。。。。

kok1984

过去的辉煌是不能保证未来的前途

刀圣

对。。在马来西亚，什么都可能发生~Transmile就是最佳证明

heehanc

n年前ipo的时后买过。。。。。。。。。

hc.goh

原帖由 刀圣 于 12-5-2009 09:43 AM 发表
对。。在马来西亚，什么都可能发生~Transmile就是最佳证明

那么MESDAQ 股最啱你买了...

hc.goh

请注意:下一波涨潮要起动了

背叛

原帖由 hc.goh 于 13-5-2009 05:48 PM 发表
请注意:下一波涨潮要起动了

你怎么知道？

你的买入价多少?