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【DIALOG 7277 交流专区】戴乐集团

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发表于 30-8-2014 03:49 AM | 显示全部楼层
多項油氣工程帶動‧戴樂長期看俏

2014-08-28 16:57      
(吉隆坡28日訊)雖然戴樂集團(DIALOG,7277,主板貿服組)2014財政年業績表現稍微落後市場預測,但多項油氣工程計劃如火如荼進行,分析員還是看好其長期業務前景。

肯納格研究指出,戴樂集團截至2014年財政年淨利2億1千590萬令吉,稍為低於該行及市場預測,即僅占全年預測的92.3%及94.0%,主要是海外業務包括新加坡、澳洲及紐西蘭等持續蒙受虧損。

興業研究表示,戴樂集團2014年全年核心淨利1億9千400萬令吉,低於該行及市場預測,相信是高估邊佳蘭第1A階段工程於第四季首次的盈利貢獻。

興業研究認為,戴樂集團的長期前景依然亮麗,因它在石油儲存與服務,及上游業務活動取得平衡,特別是邊佳蘭工程計劃其餘發展階段如期推行。

大馬研究指出,隨著2014年全年業績出爐後,該行維持戴樂集團的2015及2016年淨利預測,即分別為2億6千170萬以及3億2千590萬令吉,並預測2017年為3億9千480萬令吉。

大馬研究認為,該行推出的2017年淨利預測獲得20%增長,主要是油槽終站組裝、上游活動如邊緣油田、產油分享合約及加強採油率等活動支撐。

大馬研究表示,柔州邊佳蘭獨立終站的第二及第三階段開始啟動,即將敲定Roc Oil在砂州第D35、D21、J4油田參與20%股權等,都是利好發展。

肯納格對2015及2016年淨利預測略為下調1.2%及0.2%至2億7千750萬及2億8千570萬令吉,因為略調整利息收入及稅率所致。(星洲日報/財經‧報道:李文龍)
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发表于 5-9-2014 11:47 AM | 显示全部楼层
董事部建議派發每股1.1仙的股息。


请问exp date是几时?找不到的。。。还是还没有批准?

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建议,还有待公布。。  发表于 5-9-2014 01:57 PM
Proposed final single tier cash dividend of 1.1 sen per ordinary share of approximately RM54.1 million based on enlarged share capital of 4.915 billion shares after the 1-for-1 bonus issue whic   发表于 5-9-2014 01:56 PM
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发表于 5-9-2014 08:12 PM | 显示全部楼层
今天。。。
突起。。。
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发表于 8-9-2014 08:20 PM | 显示全部楼层
戴乐购3油田共享20%

财经新闻 财经  2014-09-06 11:00
(吉隆坡5日讯)戴乐集团(DIALOG,7277,主板贸服股)与砂拉越ROC石油公司达成协议,认购后者旗下3个油田的生产共享合约(PSC)20%股权。

油田坐落在砂拉越岸外,分别是D35、D21和J4。

根据文告,双方经过精密审核,完成相关文件,并取得国家石油(Petronas)与联营公司首肯后,才达成协议。

这意味着ROC石油公司在油田生产共享合约的持股权,将减少至30%。

国家石油勘探的持股权达40%,其余10%股权则由E&P大马创投持有。

戴乐集团指出,参与生产共享合约有助上游资产增长,并持续提升油气上游业务能力。【南洋网财经】

Type
Announcement
Subject
OTHERS
Description
FARM-OUT AGREEMENT FOR D35, D21 AND J4
Further to the announcement on the acceptance of the Letter of Intent on 30 May 2014, Dialog Group Berhad (“DIALOG”) is pleased to announce the completion of the farm-out agreement between its wholly owned subsidiary, Dialog Resources Sdn Bhd (“Dialog Resources”) and ROC Oil (Sarawak) Sdn Bhd (“ROC”) for 20% participating interest in the Production Sharing Contract for the three fields D35, D21 and J4, located offshore Sarawak, Malaysia (“PSC”), which will reduce ROC's participating interest in the PSC to 30%.

The farm-out is after the satisfactory completion of due diligence, documentation and having obtained PETRONAS’ approval as well as joint venture approval.

Following the farm-out, the participating interests of the PSC Contractors will be:
PETRONAS Carigali Sdn Bhd

40%

E&P Malaysia Venture Sdn Bhd

10%

Roc Oil (Sarawak) Sdn Bhd

30%

Dialog Resources Sdn Bhd

20%

PETRONAS Carigali Sdn Bhd (“PCSB”) is the Operator of the PSC and retains responsibility for operations and maintenance of the facilities. PCSB has, in addition to ROC’s participation in the PSC, appointed ROC as the PSC Development Manager.

The field re-development and enhancement of oil recovery consist of:
1.       Phase 1 – commenced in early 2014 is designed to increase oil production rate and enhance the Fields production potential through a series of intervention activities and facility debottlenecking projects. Phase 1 has a minimum work commitment of US$70 million.

2.       Phase 2 - is expected to significantly expand the production and overall recovery potential from the Fields. Phase 2 is subject to a Field Development Plan (“FDP”) sanction, following completion of a series of studies designed to prove the reservoirs’ responses to re-pressurisation and tertiary recovery. Completion of the study work and the subsequent FDP approval process are planned during 2015. Phase 2 has a minimum work commitment of US$50 million and full Phase 2 cost estimates will be refined during the study period.

The PSC terms are designed for field re-development and enhancement of oil recovery to commercially encourage progressive incremental oil development over the full life of the PSC, which expires on 31 December 2034.

Rationale and Prospects

DIALOG’s participation in the PSC is part of DIALOG’s strategy to grow its upstream assets and to continue to develop its upstream capabilities in the oil and gas activities which include the rejuvenation and re-development of mature oil fields and the development of marginal fields. This is expected to create a robust platform for generating long term sustainable revenue from oil and gas production.

The increased upstream activities will provide further opportunities for DIALOG to participate in the provision of services in the value chain of the field development cycle, particularly in relation to the provision of upstream engineering & operations and maintenance services.

The strengthening of the upstream capabilities will lead to an increase in DIALOG’s sources of sustainable and recurring income in the future and reinforces DIALOG’s position as a leading integrated technical services provider.

Please refer to the attachment for further details of the announcement.

This announcement is dated 5 September 2014.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1733049
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本帖最后由 icy97 于 9-9-2014 01:37 AM 编辑

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发表于 9-9-2014 03:50 AM | 显示全部楼层
入股油田共享合约无详情 券商维持戴乐财测

财经新闻 财经  2014-09-11 11:20
(吉隆坡10日讯)尽管戴乐集团(DIALOG,7277,主板贸服股)已宣布获准认购3个油田生产共享合约(PSC)的20%股权,但券商欠缺相关财务数据以及第二期边佳兰项目的进一步详情,遂维持盈利预测。

肯纳格投行分析员表示,虽然戴乐集团并无透露数额,但根据砂拉越ROC石油公司的文告,戴乐集团估计将为D35油田,分担1090万美元(约3540万令吉)收购成本。

报告显示,D35油田是个重新开发的油田,已经规划好两个阶段。

首阶段的最初预计资本投资高达2亿5000万美元(约8亿令吉),包括承诺的最低工程数额7000万美元(约2亿2400万令吉)。

次阶段承诺的工程数额则是5000万美元(约1亿6000万令吉),但成本估计仍有待计算。

分析员指出,首阶段已在今年初实行,并且是为了提升油产量而设,通过一系列的干预活动与解决工厂瓶颈项目,加强油田的生产潜能。

他说:“次阶段应该会显著扩大产能,以及油田的整体复苏潜能。”

他表示,次阶段的发展取决于油田发展计划(FDP)的条例。

边佳兰次期料顺利

另外,边佳兰项目的1A阶段已于3月杪完成机械工程,并于4月12日首次输油。

根据分析员,1B阶段的建筑工程已竣工,现在已被委托启动。

至于1C阶段的机械工程,则于今年杪完成。

分析员认为,第二阶段应该可“顺利无阻”地进行,因为国家石油(Petronas)的炼油与石油化工综合发展计划(简称RAPID)的最终投资决定已获放行。

他说:“目前,只剩下油槽终站容量与股权尚未落实。”

评级目标价上调

另外,兴业研究分析员也看好边佳兰终站(首阶段)及3个上游活动,包括Bayan油田服务合约、Balai油田风险服务合约(RSC)及D35/D21/J4油田的生产共享合约(PSC),将从2016财年起,为戴乐集团作出积极贡献。

他说:“D35油田是3个油田中,最成熟的油田,因此,将会先发展与启用其资本开销。”

边佳兰项目方面,1A阶段已经完全租赁,而第三阶段应该可快过第二阶段完成,即2018年中。

管理层强调,不管先启动哪个阶段的边佳兰项目,都不会即时达到收支平衡。

综合上述因素,分析员看好公司发展潜能,遂把评级上修至“买入”,目标价则从每股1.90令吉,上调至2.50令吉。



【南洋网财经】 本帖最后由 icy97 于 12-9-2014 03:52 AM 编辑

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发表于 26-9-2014 05:58 PM | 显示全部楼层
各位大大好,我是股市新手,
请问之前为什么Dialog 从RM3.xx掉下来?是split吗?

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派红股 BONUS ISSUE 1 : 1 Ex Date 16/07/2014  发表于 26-9-2014 07:01 PM
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发表于 2-10-2014 11:10 PM | 显示全部楼层
長期價值無可限量 戴樂集團目標價可達3令吉
財經股市2 Oct 2014 20:41
http://www.chinapress.com.my/node/565884
 
(吉隆坡2日訊)大馬大華繼顯證券看好戴樂集團(DIALOG,7277,主要板貿服)可在2017年觸及每股3令吉的目標價;該股盤中一度漲13仙至1.85令吉,走勢向好。

該股先以平盤 1.72令吉迎市,隨后無視大盤跌勢,節節攀升,休市暫掛1.79,揚7仙,交投219萬8300股;午盤期間漲幅持續擴大,觸及全日最高1.85令吉,閉市時,該股掛1.73令吉,揚1仙,成交量1005萬2200股。

大馬大華繼顯證券報告指出,邊佳蘭油儲終站擴充計劃、與Haliburton的合作計劃及RocOil的油田計劃料將使戴樂集團未來3年至5年的收益穩健。

為此該行維持戴樂集團的財測,1年目標價暫為1.95令吉,仍給予買進投資評級,主要是看好該公司可為股東帶來長期價值。

“作為一個大型資本股,戴樂集團未來3年(即2014至2016財年)的年複成長率為32.1%。中期上揚空間或受限,但相信到了2017年可輕易觸及每股3令吉。”

大馬大華繼顯證券補充,2017年,該公司的合理價超過40%貢獻來自于油儲終站業務,其帶來的收益及現金流穩定,非常容易可計算得出。

不過站在估值方面,該行則認為,戴樂集團目前交易于2015財年29倍本益比(預測值)則有點高。
本帖最后由 icy97 于 2-10-2014 11:25 PM 编辑

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发表于 14-10-2014 04:56 AM | 显示全部楼层
戴樂集團委陳耀佳為副主席

企業財經14 Oct 2014 21:10
(吉隆坡14日訊)戴樂集團(DIALOG,7277,主要板貿服)委任陳耀佳擔任執行副主席,慕斯達法卡馬爾則被升任為總營運長,10日起生效。

戴樂集團向馬證交所報備,丹斯里饒文傑博士將持續擔任執行主席一職。

根據報備文告,曾在馬大以一級榮譽畢業生資格完成化學工程課程,現齡60歲的陳耀佳是于1993年加入戴樂集團,擔任總經理一職。

他之后獲升遷,于2009年11月1日被委任成為戴樂集團總裁兼總營運長。

他在油氣和石油領域擁有超過36年經驗,他可通過現任職位參與管理更多業務策略和新市場進軍計劃。

慕斯達法卡馬則是于2001年加入戴樂集團,他今年50歲,擁有超過27年經驗,之前是擔任戴樂集團大馬營運業務董事經理一職。【中国报财经】

Date of change
10/10/2014
Name
Chan Yew Kai
Age
60
Nationality
Malaysian
Type of change
Redesignation
Previous Position
President
New Position
Deputy Chairman
Directorate
Executive
Qualifications
1) First class honours degree in Chemical Engineering from University of Malaya.
2) A member of the Institution of Engineers, Malaysia and a Registered Professional Engineer with the Board of Engineers, Malaysia. He is also a fellow of the Institution of Chemical Engineers, United Kingdom.
Working experience and occupation
1) He joined DIALOG in 1993 as General Manager and was later promoted as Director and Chief Executive Officer of Dialog Systems (Asia) Pte Ltd, overseeing the operations of the Group’s Business Development, Marketing, Technical Services and Petroleum Retail and subsequently appointed as Deputy Group Managing Director and President & Chief Operating Officer on 23 September 2005 and 1 November 2009 respectively.
2) He has over 36 years of experience in the oil, gas and petrochemical industry encompassing plant operations, project engineering and management, marketing and business development.
3) He was formerly with ICI for 9 years and PETRONAS for 5 years.
Directorship of public companies (if any)
Nil
Family relationship with any director and/or major shareholder of the listed issuer
Nil
Any conflict of interests that he/she has with the listed issuer
Nil
Details of any interest in the securities of the listed issuer or its subsidiaries
Ordinary Shares
Direct Interest - 18,075,046
Indirect Interest - Nil

Warrants 2012/2017
Direct Interest - 1,275,615
Indirect Interest - Nil

Type
Announcement
Subject
OTHERS
Description
DIALOG GROUP BERHAD (“DIALOG” OR “THE COMPANY”)
APPOINTMENT OF EXECUTIVE DEPUTY CHAIRMAN AND CHIEF OPERATING OFFICER
The Board of Directors of DIALOG is pleased to announce that in line with DIALOG’s business growth strategies and succession planning to bring DIALOG to greater heights, Mr Chan Yew Kai has been promoted to Executive Deputy Chairman of DIALOG. Tan Sri Dr Ngau Boon Keat remains as Executive Chairman of DIALOG.

The new organisation will see Mr Chan being more involved in dealing with business strategies and new ventures. Tan Sri Dr Ngau will continue with steering DIALOG on its vision.

Following Mr Chan Yew Kai’s appointment as Executive Deputy Chairman, Encik Mustaffa Kamal Bin Abu Bakar has been promoted to Chief Operating Officer. He will now play a greater role in running the business of DIALOG in furtherance of his current role in managing the Malaysia business operations.

Mr Chan Yew Kai was appointed to DIALOG Board on 23 September 2005 and is currently the Executive Deputy Chairman of DIALOG. He is also a member of the Risk Management Committee.

He is a Malaysian, aged 60 and holds a first class honours degree in Chemical Engineering from the University of Malaya. He is a member of the Institution of Engineers, Malaysia and is a Professional Engineer registered with the Board of Engineers, Malaysia.  He is also a Fellow of the Institution of Chemical Engineers, United Kingdom.

He joined DIALOG in 1993 as General Manager and was later promoted as Director and Chief Executive Officer of Dialog Systems (Asia) Pte Ltd, overseeing the operations of the Group’s Business Development, Marketing, Technical Services and Petroleum Retail and subsequently appointed as Deputy Group Managing Director and President & Chief Operating Officer of DIALOG on 23 September 2005 and 1 November 2009 respectively. He has over 36 years of experience in the oil, gas and petrochemical industry encompassing plant operations, project engineering and management, marketing and business development. He was formerly with ICI for 9 years and PETRONAS for 5 years.

Encik Mustaffa Kamal Bin Abu Bakar joined DIALOG in 2001 and is currently the Chief Operating Officer of DIALOG. He is a Malaysian, aged 50 and he holds a Bachelor of Science Degree in Mechanical Engineering from the Nevada-Reno University, USA.

He joined DIALOG in 2001 as Director, Business Development (Plant Services Division) and was later the Chief Executive Officer of Dialog E & C Sdn Bhd and Dialog Plant Services Sdn Bhd. He was subsequently promoted as Group Managing Director for the Malaysia Business Operations on 1 November 2009.

He has more than 27 years of working experience in the oil, gas and petrochemical industry.  He was formerly with PETRONAS Carigali Sdn Bhd for 5 years and with other oil and gas related companies in design consultancy, construction and fabrication, and maintenance & specialised services.

The above appointments were effective from 10 October 2014.
本帖最后由 icy97 于 15-10-2014 03:52 AM 编辑

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发表于 30-10-2014 12:42 AM | 显示全部楼层
DIALOG GROUP BERHAD

EX-date
26/11/2014
Entitlement date
28/11/2014
Entitlement time
05:00:00 PM
Entitlement subject
Final Dividend
Entitlement description
Payment of a Final Single Tier Cash Dividend of 1.1 sen per ordinary share held in Dialog Group Berhad in respect of the financial year ended 30 June 2014
Period of interest payment
to
Financial Year End
30/06/2014
Share transfer book & register of members will be
to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no
Symphony Share Registrars Sdn Bhd
Level 6, Symphony House
Block D13, Pusat Dagangan Dana 1
Jalan PJU 1A/46
47301 Petaling Jaya
Selangor Darul Ehsan
Helpdesk Line: 03 7849 0777
Tel: 03 7841 8000
Payment date
18/12/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
28/11/2014
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

Entitlement indicator
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.011

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发表于 15-11-2014 01:30 AM | 显示全部楼层
戴乐国油气体联手建再气化厂

财经 2014年11月14日
(吉隆坡14日讯)戴乐集团(DIALOG,7277,主板贸服股)与国油气体(PETGAS,6033,主板工业股)联手建设总值27亿令吉的液化天然气(LNG)再气化设施。

另外,国油气体也针对这项计划,和三星C&T机构,及WHESSOE工程有限公司,SCIENCE-TECH方案私人有限公司组成的財团,签署总值4亿8667万美元(约15亿令吉)的工程採购建筑及安装合约(EPCC)。

戴乐集团子公司--戴乐LNG私人有限公司和边加兰LNG(第2)私人有限公司与国油气体签署股东协议,组成联营公司负责在柔佛,边加兰深水码头终站,建设总值27亿令吉的液化天然气(LNG)再气化设施终站。

文告指出,该合约包括再气化装置、2单位的20万立方米的液化天然气储罐和初始发出的3.5万公吨(MTPA)的容量,这相等于大约490百万標准立方英尺(mmscfd)的天然气供应。

至於与三星財团签署的EPCc合约则为期55个月,从2014年10月15日开始。再气化设施预期將在2017年第4季开始运作。

国油气体也为这项再气化设施,与国家石油技术服务私人有限公司,签署项目管理諮询服务合约。另外,国油气体也和大马林德(Linde)私人有限公司签署框架协议,探討通过联营的方式发展一项气体分离装置。

这项目將包括两部气体分离机器及其他相关设施,並將设置在边加兰地区。

將空气分拆成主要成份,供应给边加兰综合中心的客户。

这项目预计將有每日1600公吨的氧气產能及1800公吨的氮气產能,预计將在2018年末季营运。【东方网财经】

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
SHAREHOLDERS’ AGREEMENT BETWEEN DIALOG LNG SDN BHD, PENGERANG LNG (TWO) SDN BHD AND PETRONAS GAS BERHAD
The Board of Directors of Dialog Group Berhad (“DIALOG”) wishes to announce that its wholly owned subsidiaries, Dialog LNG Sdn Bhd (“Dialog LNG”) and Pengerang LNG (Two) Sdn Bhd (“PLNG-2”) have on 14 November 2014 entered into a Shareholders’ Agreement ("SHA") with PETRONAS Gas Berhad (“PGB”) for the development of Liquefied Natural Gas (“LNG”) regasification facilities comprising of a regasification unit and two (2) units of 200,000 m3 LNG storage tanks with an initial send out capacity of 3.5 million tonnes per annum (“MTPA”) (equivalent to approximately 490 million standard cubic feet per day (“MMscfd”) of natural gas at Pengerang, Southern Johor, Malaysia (“Pengerang LNG Project”).  The total estimated project cost of the Pengerang LNG Project is approximately RM2.7 billion.

Pengerang LNG (Two) Sdn Bhd (“PLNG-2”), a special purpose vehicle which is currently wholly owned by DIALOG LNG, will undertake the Pengerang LNG Project. PLNG-2 will be restructured whereby PGB will acquire 65% in PLNG-2 with Dialog LNG to hold 25% and the State Secretary, Johor (Incorporated) (“SSI, Johor”) to hold the remaining 10%.

The Pengerang LNG Project is part of another development phase of the Pengerang Terminal at Pengerang, State of Johor where DIALOG, through its other wholly owned subsidiary, Dialog Pengerang Sdn Bhd has been granted the land rights and development rights by the State Government of Johor Darul Takzim and SSI, Johor under a Development Cum Joint Venture Agreement dated 13 May 2011. The Pengerang LNG Project will be developed on reclaimed land located within the Pengerang Terminal where the land reclamation for the Pengerang LNG Project has been completed by DIALOG.

The Pengerang Terminal is being developed on contiguous onshore and seabed land located between Tanjung Ayam and Tanjung Kapal, Pengerang, State of Johor, with deepwater jetty facility with water depth of up to 24 meters capable of handling Very Large Crude Carriers. Upon completion, the Pengerang Terminal will be able to handle the bulk breaking and bulk-building activities for crude oil, petroleum products and LNG. The Pengerang Terminal has the potential to become a regional oil and gas hub owing to its strategic location close to one of the busiest international shipping lanes and close proximity to Singapore.

Phase 1 of the Pengerang Terminal which is owned by Pengerang Independent Terminals Sdn Bhd, a joint venture between DIALOG (46%), Koninklijke Vopak N.V. (44%) and SSI, Johor (10%), had commenced operations in Q2 2014. Phase 1 involves the construction of an initial storage capacity of approximately 1.3 million cubic metres (m3) together with six deepwater berths at a cost of RM2.0 billion with the capability to handle the storage, blending and distribution of crude oil, petroleum, chemical and petrochemical feedstock, products and by-products.  

Please refer to the attachment for further details of the announcement.

This announcement is dated 14 November 2014.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1795049
Attachments
本帖最后由 icy97 于 15-11-2014 04:53 AM 编辑

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发表于 16-11-2014 01:49 AM | 显示全部楼层
边佳兰和经济转型大赢家 分析员建议趁低吸纳戴乐

财经新闻 财经  2014-11-15 11:37
(吉隆坡14日讯)分析员指出,虽然戴乐集团(DIALOG,7277,主板贸服股)的估值因高成本和油价跌而遭下调,但仍是边佳兰和经济转型执行方案(ETP)的大赢家之一,建议趁此吸纳。

为了反映近期疲弱的油市,联昌国际投行研究将戴乐集团的目标价,下调至1.85令吉,意味着上涨空间从40%收窄至30%。

同时,在考虑过上下游业务较高的营运成本,该行也将2015至2017财年的每股盈利预估调低。

股价扬0.65%

但分析员强调,戴乐集团是ETP的油气大赢家,在下游方面有边佳兰油槽终站加持,上游还有生产共享合约、风险服务合约和强化采油(EOR)项目,值得趁低吸纳。

该股今日闭市报1.56令吉,扬1仙或0.65%。

分析员指出,边佳兰油槽终站首期工程即将结束,并为第二和第三期工程做好动工和发展的准备。

同时,为了应付日渐增加的建筑工程,该集团也将船坞,从2012年时的35英亩,扩展至当前的100英亩左右,且毗邻边佳兰终站。



【南洋网财经】


戴樂財測下修
2014-11-17 17:26
http://biz.sinchew.com.my/node/105552?tid=18
本帖最后由 icy97 于 18-11-2014 12:42 AM 编辑

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发表于 16-11-2014 06:10 PM | 显示全部楼层


哀!看中东产油国的反应…原来世界的原油储量素那么海量的!
估计油价应该还会大幅度往下…
那百亿元的储油厍可能要空置了!谁会储藏那些将要大幅贬值的原油!
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发表于 17-11-2014 01:05 AM | 显示全部楼层
邊佳蘭工程進展順利‧戴樂未來5年收益穩健

2014-11-16 19:30      
對戴樂集團(DIALOG,7277,主板貿服組)來說,在已結束的財政年,其中一項重要的成就是於2014年3月31日,及時完成邊佳蘭的獨立深水石油終站第1A期計劃,該項計劃由25個儲油終站油槽組成,容量為43萬2千立方公尺。

上述計劃已全面投入運作,邊佳蘭獨立終站私人有限公司,開始忙於完成與興建1B工程,此外,1C工程的興建將提供原油的儲存設施,包括更多石油、石油化學與液化天然氣的儲存終站。

戴樂集團執行主席饒文傑說,對於集團的上游業務,BC石油私人有限公司於2014年3月,獲准展開Bentara第一期發展計劃,生產業務於2014年5月25日開始進行,至於峇央油田,Halliburton峇央石油按計劃,於2013年7月成功提高生產量。

在國際市場業務,澳洲北方石油提煉計劃的完成,是其中一項重點計劃,該計劃由紐西蘭設計,並且由大馬、紐西蘭及澳洲的專家小組負責推行。

由戴樂集團發展的柔佛州邊佳蘭石油綜合中心(PIPC)發展計劃,讓集團的業務邁向一個新的里程碑;該集團在邊佳蘭的獨立深水石油終站在2011年杪開始投入建設,截至2014年1月,第一階段工程已完成90.14%,該項計劃也包括進行500英畝的填土活動。

今年初正式投入營運,一艘歐洲油船將石油儲存在其儲油終站油槽,主要供石油貿易活動用途,戴樂集團的深水碼頭設施深24公尺,可應付大型的原油運輸船和超級油輪使用。

另外,該集團的邊佳蘭油儲終站擴充計劃、與Haliburton的合作計劃,以及RocOil的油田計劃,料將使戴樂集團未來3年至5年的收益保持穩健。

“戴樂集團部份的工程計劃,其第一階段第一期將有130萬立方公尺的石油儲存量。

該石油終站也是避風良港,中央式終站設施可供煉油和石化工業用途,投資額將達到50億令吉。”

邊佳蘭石油綜合中心佔地2萬英畝工業地,其總潛在投資額料逾1千700億令吉,國家石油(Petronas)為最大客戶之一,將發展其提煉及石油化學綜合發展計劃,佔地6千242英畝,預期在2019年初營運。

邊佳蘭石油綜合中心的核心業務,包括煉油廠、石油化工廠、發電廠、輕油裂解廠、石油儲存槽、以及液化天然氣儲存槽等,預料整個計劃將在2035年全面完成。

總資產擴大15%至15.6億

戴樂集團在2014財政年取得25億5千170萬令吉的營業額,以及2億2千880萬令吉的凈盈利,營業額與稅後盈利分別比上一個財政年改善14.1%及23.5%。

另外,集團海外市場的業務也有所增長,主要是中東、印度、非洲及泰國的營業銷售強穩,此外,紐西蘭以及新加坡相關領域的業務,也有助於改善集團的財務表現。

集團的總資產擴展15.3%至15億5千950萬令吉,比前期的13億5千240萬令吉改善,董事部建議分發每股1.1仙的單層現金股息,數額達5千410萬令吉,待股東大會的批准。

假設終期股息獲批准,集團將支付總共1億零210萬令吉的股息,比上一個財政年的7千990萬令吉高,集團的派息率達47.3%,主要符合集團至少分發40%盈利給股東的政策。

國際能源機構預計,2014年市場對世界石油的需求,平均每天在923萬4千桶之間,在2015年,世界對石油的需求,預料介於120萬桶,比2014年的90萬桶高。

亞洲對石油的需求保持穩健,國際能源機構預測,中國將超越美國,成為2014年世界首要的原油進口國,此外,全球的液化天然氣需求繼續成長,亞洲將走在前端。

馬來西亞是戴樂集團主要的市場,石油與天然氣料繼續是主要的成長動力,對國家經濟做出20%的貢獻,在政府的經濟轉型計劃,超過800億令吉的資金將撥給在邊佳蘭的提煉及石油化學綜合發展計劃(RAPID)。

做為石油、天然氣與石油化學的技術供應商,核心業務與石油及天然氣的增值鏈相關的戴樂集團,料將從中受惠不淺。(星洲日報/投資致富‧企業故事‧文:鄭碧娥)
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发表于 19-11-2014 06:03 AM | 显示全部楼层
業務賺益改善‧戴樂首季淨利揚4.7%

2014-11-19 10:58      
(吉隆坡18日訊)歸功於國內上游業務,以及沙地阿拉伯物流和供應業務賺益改善,戴樂集團(DIALOG,7277,主板貿服組)截至2014年9月30日止第一季止淨利增長4.68%至4千990萬5千令吉。

但首季營業額因國際業務貢獻減少,按年下跌5.89%至5億4千154萬9千令吉。

該公司發文告表示,集團從策略性擴充涵蓋上游服務、物流服務、特殊產品與服務等在內的核心業務,有望從正面的國內石油與天然氣領域前景中受惠。

“市場對油槽儲存設施需求高企,邊佳蘭終站持續發展將增加集團的工程建設(E&C)業務機會。隨著邊佳蘭首期工程投入運作,集團現積極為未來發展階段尋找潛在夥伴。”

上游業務方面,戴樂集團則持續發展Bentara油田和強化Bayan油田生產。(星洲日報/財經)

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2014
30/09/2013
30/09/2014
30/09/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
541,549
575,470
541,549
575,470
2Profit/(loss) before tax
63,481
64,173
63,481
64,173
3Profit/(loss) for the period
52,147
50,342
52,147
50,342
4Profit/(loss) attributable to ordinary equity holders of the parent
49,905
47,673
49,905
47,673
5Basic earnings/(loss) per share (Subunit)
1.02
0.98
1.02
0.98
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
33.5000
31.8000

本帖最后由 icy97 于 20-11-2014 01:27 AM 编辑

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发表于 21-11-2014 01:58 AM | 显示全部楼层
大家好,请问如何计算dialog的NTA?
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发表于 21-11-2014 02:22 AM | 显示全部楼层
不受低油價影響‧戴樂可保持業績成長

2014-11-20 17:09      
(吉隆坡20日訊)戴樂集團(DIALOG,7277,主板貿服組)的整體表現在有效的資源調配下不受原油價格影響,預計今年的業績成長將與往年相符。

此外,該公司明年的資本開銷預計將比今年高,但目前仍無法確定確切數額。

戴樂集團執行主席丹斯里饒文傑博士表示,該公司在油氣業的下、中、上游都有相關業務,低油價或許會對公司上游業務造成影響,但不會對公司的整體業務造成太大衝擊響。

他透露:“在原油價走低的情況下上遊活動或許會減少,但相對而言下游活動因成本下跌會變得更活躍,我們只需要把上游資源調配至下游就可有效地運用。”

目前,該公司的下、中、上游業務分別佔該公司總業務的30%。

詢及柔州邊佳蘭獨立終站設施計劃的進展,饒文傑表示第1A階段已在2014年首季完成且目前超過80%已投入運作,預料整個第一階段包括1C將在今年12月完成。

雖然如此,饒文傑估計在第一階段完成後的一年內,該計劃不會對公司的業績造成顯著的影響。

邊佳蘭第二階段分為兩部份,與國油氣體(PETGAS,6033,主板工業產品組)的液化天然氣(LNG)再氣化設施方面已定案,建築工程會在明年開始,預計會在2017年10月完成。

該計劃由戴樂集團與國油氣體聯營,總值27億令吉。

第二階段的儲油庫目前還在做最後確認,仍不確定何時會正式定案及發展。

該公司早前預計,整個邊佳蘭計劃最終可貢獻公司80%營業額。(星洲日報/財經)
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发表于 21-11-2014 02:22 PM | 显示全部楼层
请问对母股和该凭单持有人有什么影响?

Whether the corporate proposal involves the issuance of new type
and new class of securities?
No
Types of corporate proposal
Others
Details of corporate proposal
Conversion of warrants 2012/2017 to ordinary shares
No. of shares issued under this corporate proposal
907
Issue price per share ($$)
MYR 1.190
Par Value ($$)
MYR 0.100
Latest issued and paid up share capital after the above corporate proposal in the following
Units
4,932,407,008
Currency
MYR 493,240,700.800
Listing Date
24/11/2014
本帖最后由 icy97 于 21-11-2014 11:10 PM 编辑

点评

只是凭单特有者行使手上的warrant转换成母股而已,不会有何影响+这么少量。。  发表于 21-11-2014 11:16 PM
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发表于 1-12-2014 08:40 PM | 显示全部楼层
Kevlee 发表于 21-7-2014 11:25 PM
现在值得买吗???

rm1.20...................买
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发表于 2-12-2014 09:46 PM 来自手机 | 显示全部楼层
1.20买不到
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发表于 8-12-2014 11:40 PM | 显示全部楼层
现在是跌的时候, 我不买, 等 rm0.30再说
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