【DIALOG 7277 交流专区】戴乐集团

icy97

戴乐沽清72.22% PLNG-2成国油气体子公司

财经新闻 财经  2014-12-18 11:39
（吉隆坡17日讯）继国油气体（PETGAS，6033，主板工业产品股）完成认购边佳兰液化天然气2（PLNG-2）显著股权，戴乐集团（DIALOG，7277，主板贸服股）宣布，后者不再是旗下子公司。

戴乐集团通过文告指，独资子公司DialogLNG和国油气体现为PLNG-2的股东，分别持有27.78%和72.22%股权。

上周五（12日），国油气体宣布以78万令吉，认购PLNG-278万股，相等于初始缴足资本的72.22%。

同时，集团也以9388万6000令吉，认购PLNG-2的9万3886股优先股。

完成收购后，PLNG-2将成为国油气体的子公司。

国油气体早前针对边佳兰终站宣布4项合约，包括与戴乐集团签署股东合约，在边佳兰发展边佳兰液化天然气工程（PengerangLNG）。

根据合约，集团与柔佛州秘书机构（SSI），都会入股戴乐集团旗下的PLNG-2公司。【南洋网财经】

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 definitions used in this announcement shall have the same meaning as that used in our announcement dated 14 November 2014 unless stated otherwise.) Reference is made to Dialog Group Berhad's ("DIALOG") announcement on 14 November 2014, DIALOG wishes to announce that Petronas Gas Berhad (“PGB”) and Dialog LNG Sdn Bhd (“Dialog LNG”) are now shareholders of Pengerang LNG (Two) Sdn Bhd ("PLNG-2"). With the subscription of 780,000 ordinary shares of RM1.00 each for cash consideration of RM780,000 by PGB, representing 72.22% of the initial issued and paid-up share capital of PLNG-2 of RM1,080,000, PLNG-2 has ceased to be a subsidiary of DIALOG. Dialog LNG now holds 27.78% in PLNG-2. The intended equity shareholding of PGB of 65% and Dialog LNG of 25% in PLNG-2 as earlier announced will be achieved upon subscription by State Secretary, Johor (Incorporated) (“SSI”) of its 10% shareholding, which is expected in 2015. PLNG-2 will develop the 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”). This announcement is dated 16 December 2014.

icy97

戴樂達致股東協議‧發展63億邊佳蘭第二期計劃

2014-12-20 11:08      
（吉隆坡19日訊）戴樂集團（DIALOG,7277,主板貿服組）達致股東協議，以聯手發展總成本63億令吉的邊佳蘭終站第二期工程。

戴樂在文告中表示，目前由該集團旗下戴樂Equity-2公司獨資擁有的特別用途公司邊佳蘭終站（二）私人有限公司（PT-2）將進行重組，在股東協議下，由PRPCUF收購其40%股權、戴樂Equity-2公司持25%、邊佳蘭孚寶（VOPAK）持25%以及柔佛州秘書機構持10%股權。

配合這項股東協議，P T-2和戴樂集團達致一項工程、採購、建造和啟用（EPCC）協議以發展邊佳蘭終站第二期工程，該合約總值約55億令吉。

戴樂在PT-2的總投資額將稍後決定，該集團將以內部資金和銀行貸款來融資。

邊佳蘭終站第二期工程將興建約210萬立方米的儲存庫和深水碼頭，總成本63億令吉，戴樂已完成該區157英畝填土地段。

P R P C U F是國油提煉及石化機構（PRPC）的獨資子公司，後者負責發展邊佳蘭RAPID石化中心。擁有邊佳蘭孚寶的荷蘭皇家孚寶公司則是全球最大的獨立油品儲存公司。

由戴樂、孚寶和柔佛州政府聯營的20億令吉邊佳蘭終站第一期工程已於2014年第二季啟用。（星洲日報‧財經）

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	SHAREHOLDERS AGREEMENT BETWEEN DIALOG EQUITY (TWO) SDN BHD, PRPC UTILITIES AND FACILITIES SDN BHD AND VOPAK TERMINAL PENGERANG BV
The Board of Directors of Dialog Group Berhad (“DIALOG”) wishes to announce that its wholly owned subsidiary, Dialog Equity (Two) Sdn Bhd (“Dialog Equity-2”) has on  19 December 2014 entered into a Shareholders Agreement ("SHA") with PRPC Utilities and Facilities Sdn Bhd (“PRPCUF”) and Vopak Terminal Pengerang BV (“VOPAK Pengerang”) for the development, construction and operation of the facilities required for the handling, storage and distribution of the crude oil, petroleum, chemical and petrochemical feedstock, products and by-products (“Products”) to and from the Refinery and Petrochemical Integrated Development (“RAPID”) complex  at Pengerang, Johor (“Pengerang Terminal Phase 2 Project”). Pengerang Terminals (Two) Sdn Bhd (“PT-2”), a special purpose vehicle which is currently wholly owned by Dialog Equity-2, will undertake the Pengerang Terminal Phase 2 Project. PT-2 will be restructured whereby PRPCUF will acquire 40% in PT-2 with Dialog Equity-2 to hold 25%, VOPAK Pengerang to hold 25% and the State Secretary, Johor (Incorporated) (“SSI, Johor”) to hold the remaining 10%. The Pengerang Terminal Phase 2 Project will be developed on reclaimed land located within the Pengerang Terminal where the land reclamation for the Pengerang Terminal Phase 2 Project of approximately 157 acres has been completed by DIALOG. Pengerang Terminal Phase 2 Project involves the construction of the storage capacity of approximately 2.1 million cubic metres (m3) and a deepwater jetty with twelve berths at an approximate total project cost of RM6.3 billion. Concurrently with the signing of the SHA, PT-2 has entered into an Engineering, Procurement, Construction and Commissioning Contract and Alliance Agreement with Dialog Plant Services Sdn Bhd, a wholly owned subsidiary of DIALOG, for the engineering, procurement, construction and commissioning (“EPCC”) on an alliancing basis for the development of the Pengerang Terminal Phase 2 Project with a Target EPCC cost of approximately RM5.5 billion. Pengerang Terminal Phase 2 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 (“Dialog Pengerang”) 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. Pengerang Terminal Phase 2 Project is in line with Dialog’s strategy to continue achieving long term sustainable investments to the group as well as its strategy to continue developing Pengerang Terminal. 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 Liquefied Natural Gas (“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%), Royal Vopak (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 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. PRPCUF is a wholly owned subsidiary company of PETRONAS Refinery and Petrochemical Corporation Sdn Bhd (“PRPC”). PRPC is undertaking the development of the RAPID complex in Pengerang, Johor. VOPAK Pengerang is a subsidiary company of Royal Vopak. Royal Vopak is the world's largest independent tank storage company by capacity, specialised in the storage and handling of oil products, liquid chemicals and gasses. As per 19 December 2014, Vopak operates 80 terminals in 28 countries with a combined storage capacity of 34.0 million cbm, with another 4.0 million cbm under development, to be added by 2017. Please refer to the attachment for further details of the announcement. This announcement is dated 19 December 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1831825

Attachments DIALOG-Shareholders Agreement between Dialog Equity-2, PRPCUF & Vopak Pengerang.pdf

icy97

持股25%低預期‧戴樂邊佳蘭新計劃看好

2014-12-22 17:08      
（吉隆坡22日訊）戴樂集團（DIALOG,7277,主板貿服組）與多方達成股東協議正式啟動邊佳蘭第二期發展計劃。

儘管集團旗下的戴樂Equity-2公司在股東協議下的股權只有25%，低於市場普遍預期的46%（與邊佳蘭第一期計劃相似），惟各分析員皆對上述消息給予正面評價。

在新達成的股東協議下，戴樂Equity-2公司將持有邊佳蘭終站（二）私人有限公司（PT-2）25%權益，剩餘股權由國油公司獨資擁有的PRPC UF持有40%、邊佳蘭孚寶（VOPAK）持25%及柔佛州秘書機構持10%股權每年。

每年5千萬盈利貢獻

根據其25%的權益，馬銀行研究相信在第二期計劃的儲存庫和深水碼頭投入營運後，可為戴樂集團帶來每年4千萬至5千萬令吉的盈利貢獻。興業研究預測上述工程將在2018年中完成，因此戴樂集團或只會在2018財政年才開始迎來顯著的盈利貢獻。

除了上述股東協議，戴樂集團也同時就邊佳蘭終站第二期工程達成一項總值約55億令吉工程、採購、建造和啟用（EPCC）協議，肯納格研究看好可在2016財政年為該集團帶來顯著的營業額貢獻，預計達13億8千萬令吉。

3年財測上調

興業表示早前低估了該工程、採購、建造和啟用協議的貢獻，因此決定將戴樂集團2015至2017財政年的盈利預測上調2至4%，估計約55億令吉的合約價值將會攤分於4年至5年間。

肯納格也在納入工程、採購、建造和啟用協議的貢獻後將戴樂集團的2016財政年淨利預測上調8.2%。不過，考慮到當前油氣領域的低迷情緒，肯納格保守看待邊佳蘭第一期計劃的賺幅與盈利貢獻，因而對該股2015財政年的淨利預測大幅下調10.5%。

同時，肯納格亦同步將戴樂集團核心本益比從16倍降低至15倍。

今日收市，戴樂漲6仙，收1令吉53仙。



（星洲日報／財經‧報道：孔令堯）


边佳兰新合约带动　戴乐写近3週盘中新高
财经 2014年12月22日
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=155042:3&Itemid=198

券商買進心頭好．戴樂馬石油專用碼頭 可貢獻4000萬淨利
財經股市23 Dec 2014 23:00
http://www.chinapress.com.my/node/586923

联营边佳兰工业终站 戴乐集团钱景乐观
财经新闻 财经  2014-12-24 02:55
http://www.nanyang.com/node/670848?tid=462

icy97

戴乐边佳兰石油终站 首个储存库3月启用

财经新闻 财经  2015-02-05 11:39
（吉隆坡4日讯）由戴乐集团（DIALOG，7277，主板贸易服务股）联合荷兰皇家孚宝集团（简称Vopak）及柔佛政府发展的边佳兰独立深水码头石油终站发展计划，将在3月正式启用首个石油储存库。

根据路透社报道，首个储存库能够储存42万立方米或260万桶的石油，同时具备石油调和配送服务，为东南亚首个商用的石油储存库。

根据消息，英国石油公司（BP）已向Vopak租赁该储存库一半以上的库存量，剩余的库存将出租予道达尔（TOTAL）石油公司，而租赁期限预计超过1年。

消息来源强调，东南亚市场对石油储存库的需求强劲，因为石油企业目前热衷于进行“价差交易策略”，即用低价收购并储存石油，待未来价格上涨时，再以高价卖出。

虽然租用岸内储存库费用较便宜，但东南亚大部分岸内石油储存库都用于炼油厂，市场上能使用的岸内库存量有限，因此交易商只能选择将石油储存在油轮上。

随着大型油轮的运费上涨，增加交易商开销，因此，带动岸内储存库需求提高，而边佳兰独立深水码头石油终站，有望提供与岸内储存库相近的租赁费用。

目前，交易商已在油轮上储存超过5000万桶的石油，以进行价差交易。

戴乐集团股价今天走高，闭市时报1.65令吉，起3仙或1.85%。【南洋网财经】

icy97

戴樂次季淨利揚20%

2015-02-10 10:37      
（吉隆坡9日訊）歸功於大馬上游業務賺益較高，以及脫售其他投資，戴樂集團（DIALOG,7277,主板貿服組）截至2014年12月31日止第二季，淨利從前期的6千640萬7千令吉上揚20.1%至7千974萬6千令吉，拉動首半年淨利走高13.65%至1億2千965萬1千令吉，去年同期為1億1千408萬令吉。

次季營業額則因海外營收下跌，按年減少17.84%至5億7千零29萬令吉，拖累上半年營業額萎縮12.43%至11億1千183萬9千令吉。

該公司發文告表示，油價下跌將拉低整體石油與石油化學產品的提煉、製造和生產成本，這將對中下游石油與天然氣領域帶來正面效益，而儲藏需求持續增長，邊佳蘭深水碼頭計劃進一步發展將有望為集團工業和建築服務帶來商機。

“目前，集團現正努力為新一期的邊佳蘭深水碼頭尋找新潛在夥伴，而上游業務的油田服務合約也持續落實。排除任何不可預見因素，集團有信心截至2015年6月30日止財政年將可持續取得健康表現。”（星洲日報／財經）

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2014	31/12/2013	31/12/2014	31/12/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	570,290	694,162	1,111,839	1,269,632
2	Profit/(loss) before tax	107,034	82,189	170,515	146,362
3	Profit/(loss) for the period	82,208	69,100	134,355	119,442
4	Profit/(loss) attributable to ordinary equity holders of the parent	79,746	66,407	129,651	114,080
5	Basic earnings/(loss) per share (Subunit)	1.62	1.36	2.63	2.33
6	Proposed/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 ($$)	0.3470		0.3180

icy97

邊佳蘭計劃可撐3年‧戴樂長期看俏

2015-02-10 17:04      
（吉隆坡10日訊）戴樂集團（DIALOG,7277,主板貿服組）截至2015年第二季業績表現普遍符合市場預測，惟短期內缺乏主要盈利催化動力，長期業務展望仍然看俏，主要靠國油新山邊佳蘭發展計劃支撐，使分析員普遍對其財測維持不變。

肯納格研究指出，戴樂集團2015年第二季核心淨利7千640萬令吉，符合該行及市場預測，即分別達到全年預測的50.8%及49.5%。

肯納格研究指出，該公司依照計劃建立其長期重复收入來源，包括多項油槽終站資產基礎，特別是配合新山國油石油提煉及石化綜合發展中心（RAPID）下游領域的發展。

肯納格研究將其2015年及2016年淨利預測維持不變，分別為2億4千880萬令吉、及3億零950萬令吉。隨著該公司股價最近強力回彈，使該行將其評級下調至“符合大市”。

安聯星展研究指出，戴樂集團截至2015年第二季核心淨利符合該行預測，即佔全年預測的40%，傳統上，下半年的表現較為亮麗，特別是邊佳蘭第一階段開始營運、新岸外油田及沙地阿拉伯供應基地開始作出盈利貢獻。

MIDF研究指出，由於戴樂集團缺乏國際業務活動，特別是第二季的國際業務營收按年下跌19%，使該行將其2015年及2016年淨利預測，略為下調2.2%及4.1%，分別至2億3千610萬令吉及2億4千980萬令吉。

大馬研究指出，戴樂集團在邊佳蘭工程第一階段已近完成，而1C階段也在現季度開始動工。邊佳蘭第二階段工程，即供國油石油提煉及石化綜合發展中心的工業油槽終站，將在2018年中落實，液化天然氣再氣化工廠及儲存油槽將陸續在2017年杪完成。

大馬研究指出，該公司在邊佳蘭第二階段工程的55億令吉的建築工程合約，將支撐未來3年的盈利貢獻。

興業研究指出，戴樂集團在邊佳蘭深海終站1C階段已投入營運，第二及第三階段也放行發展，包括涉及原油及汽油儲存（約63億令吉的工程成本）、及液化天然氣再氣化工廠（約27億令吉），以配合國油石油提煉及石化綜合發展中心的發展。



（星洲日報／財經‧報道：李文龍）

icy97

icy97 发表于 20-12-2014 05:50 AM
戴樂達致股東協議‧發展63億邊佳蘭第二期計劃

2014-12-20 11:08      

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	SHAREHOLDERS AGREEMENT BETWEEN DIALOG EQUITY (TWO) SDN BHD, PRPC UTILITIES AND FACILITIES SDN BHD AND VOPAK TERMINAL PENGERANG BV
(The definitions used in this announcement shall have the same meaning as that used in our announcement dated 19 December 2014 unless stated otherwise.) Reference is made to Dialog Group Berhad's ("DIALOG") announcement on 19 December 2014, DIALOG wishes to announce that Dialog Equity (Two) Sdn Bhd (“Dialog Equity-2”), PRPC Utilities and Facilities Sdn Bhd (“PRPCUF”) and Vopak Terminal Pengerang BV (“Vopak Pengerang”) have today become shareholders of Pengerang Terminals (Two) Sdn Bhd ("PT-2"). With the subscription of 160,000 and 100,000 ordinary shares of RM1.00 each at par for cash consideration by PRPCUF and Vopak Pengerang respectively, PT-2 is now 44.44% owned by PRPCUF, 27.78% owned by Dialog Equity-2 and the balance 27.78% is held by Vopak Pengerang. PT-2 has now ceased to be a subsidiary of DIALOG. The intended equity shareholding of PRPCUF of 40%, Dialog Equity-2 of 25% and Vopak Pengerang of 25% in PT-2 as earlier announced [url=]will be achieved upon subscription by State Secretary, Johor (Incorporated) (“SSI”) of its[/url][url=]10% shareholding.[/url] PRPCUF has also subscribed to the 1 Special Rights Redeemable Preference Share of RM1,000 at par for cash consideration and which is redeemable at par at any time. PT-2 is undertaking the development, construction and operation of the facilities required for the handling, storage and distribution of the crude oil, petroleum, chemical and petrochemical feedstock, products and by-products to and from the Refinery and Petrochemical Integrated Development (“RAPID”) complex  at Pengerang, Johor (“Pengerang Terminal Phase 2 Project”). This announcement is dated 10 February 2015.

icy97

饒文傑與相關人士 1.7%股權配售特定機構

財經股市12 Feb 2015 22:00
（吉隆坡12日訊）戴樂集團（DIALOG，7277，主要板貿服）證實，公司執行主席兼主要股東丹斯里饒文傑及相關人士，將8560萬股或1.7%股權配售給特定機構投資者。

戴樂集團向馬證交所報備，在配售股票后，饒文傑及相關人士承諾將在未來數周，把憑單轉換成公司股票。他有意將配售股票所得資金，把現持有1億832萬9887單位憑單轉換成戴樂集團股票。

屆時，公司股本將擴大約2.1%，而饒文傑及相關人士持有股權會增至23.3%，或達11億8134萬735股。

戴樂集團早盤以1.59令吉開市，全日最高揚升至1.62令吉。該股于午盤曾擴大跌幅至3仙，最終以1.58令吉掛收，跌1仙，成交量1068萬股。

至于配售股票和轉換憑單，將提升戴樂集團營運資本，可供邊佳蘭工程第2階段以及液化天然氣工程投資承諾融資，並讓公司截至12月底達0.19倍淨負債率，維持在健康水平。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	PLACEMENT OF SHARES BY A DIRECTOR AND MAJOR SHAREHOLDER
Dialog Group Berhad (“DIALOG”) wishes to announce that its Executive Chairman and major shareholder, Tan Sri Dr Ngau Boon Keat has notified DIALOG that he and parties connected to him have today successfully placed out a total of 85.6 million ordinary shares of RM0.10 each in DIALOG (“placement shares”), representing approximately 1.7% of the current total paid-up share capital of DIALOG, to certain institutional investors. Following the placement of the placement shares, Tan Sri Dr Ngau Boon Keat and parties connected to him are committed to convert their warrants into ordinary shares in DIALOG within the next few weeks. Tan Sri Dr Ngau Boon Keat and parties connected to him intend to mainly utilise the net proceeds from the placement to exercise their current holdings of up to 108,329,887 warrants in DIALOG into ordinary shares of DIALOG. Upon conversion, the ordinary shares represents 108,329,887 ordinary shares or approximately 2.1% of the enlarged total paid-up share capital of DIALOG and the total interest of Tan Sri Dr Ngau Boon Keat and parties connected to him will be 1,181,340,735 ordinary shares or approximately 23.3% of the enlarged total paid-up share capital of DIALOG. The net effect of the placement and conversion of warrants by Tan Sri Dr Ngau Boon Keat and parties connected to him will be the increase in the working capital of DIALOG which can be utilised to finance DIALOG’s investment commitments in the recently announced Pengerang Terminal Phase 2 Project and Pengerang LNG Project as well as maintain a healthy net gearing ratio for DIALOG, which stood at 0.19 as at 31 December 2014. This announcement is dated 12 February 2015.

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Name	Tan Sri Dr Ngau Boon Keat
Address	LiVillas Condominium, Unit C1308 No. 1 Jalan 16/20 46350 Petaling Jaya Selangor Darul Ehsan
NRIC/Passport No/Company No.	480608-71-5107
Nationality/Country of incorporation	Malaysian
Descriptions (Class & nominal value)	Ordinary Shares of RM0.10 each
Name & address of registered holder	Please refer below

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	12/02/2015	85,600,000	1.560

Circumstances by reason of which change has occurred	Sale of shares - off market
Nature of interest	Direct & Deemed interest
Direct (units)	53,650,876
Direct (%)	1.08
Indirect/deemed interest (units)	1,019,359,972
Indirect/deemed interest (%)	20.56
Total no of securities after change	1,073,010,848
Date of notice	12/02/2015

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Name	Azam Utama Sdn Bhd
Address	Room 1, 3rd Floor Wisma Kwong Siew 149 Jalan Tun H.S.Lee 50000 Kuala Lumpur
NRIC/Passport No/Company No.	190320-M
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary Shares of RM0.10 each
Name & address of registered holder	Please refer below

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	12/02/2015	30,000,000	1.560

Circumstances by reason of which change has occurred	Sale of shares - off market
Nature of interest	Direct interest
Direct (units)	427,315,418
Direct (%)	8.62
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	427,315,418
Date of notice	12/02/2015

Name	Wide Synergy Sdn Bhd
Address	Room 1, 3rd Floor Wisma Kwong Siew 149 Jalan Tun H.S. Lee 50000 Kuala Lumpur
NRIC/Passport No/Company No.	366494-T
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary Shares of RM0.10 each
Name & address of registered holder	Please refer below

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	12/02/2015	30,000,000	1.560

Circumstances by reason of which change has occurred	Sale of shares - off market
Nature of interest	Direct interest
Direct (units)	419,195,376
Direct (%)	8.46
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	419,195,376
Date of notice	12/02/2015

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业绩好 估值高　戴乐评级遭下调

财经  2015年02月14日
（吉隆坡14日讯）虽然戴乐集团（DIALOG，7277，主板贸服股）2月9日（周一）交出了亮眼的业绩表现，但分析员普遍认为，其盈利表现大致符合预期，且由于该股估值昂贵，以及短期內缺乏激励因素，所以下调该股的投资评级。

在7家週二发布研究报告的证券行中，肯纳格研究和艾芬黄氏投行下调戴乐集团的评级，前者把该股的评级从「超越大市」下调至「与大市同步」，后者则是从「守住」下调至「沽售」，目標价格分別为1.67令吉和1.36令吉。

至于联昌国际、兴业投行、大马研究、安联星展研究及MIDF研究分析员，则分別维持「增持」、「买进」、「买进」、「守住」与「中和」评级，目標价格为1.92令吉、1.65令吉、1.95令吉、1.70令吉和1.57令吉。

戴乐集团的2015財政年次季（截至去年12月31日止）净利按年增长20%，至7974万令吉；营业额则下跌17.8%，至5亿7029万令吉。上半年而言，该公司净利增长13.6%，至11亿1183万令吉；营业额则减少12.4%，至11亿1183万令吉。

下半年业绩看好

该公司在次季有一笔因脱售资產而得的一次过收入，达2340万令吉，同时有一笔风险分担合约（RSC）利息成本无法收回而必须注销，拉长补短后，次季核心净利约为7640万令吉，上半年核心净利则达约1亿2400万令吉。

虽然该公司的上半年核心净利普遍只达分析员全年预期的4成，但由于下半年料將交出更佳表现，因此被分析员视为符合预期。

戴乐集团的上半年核心净利虽然只达分析员全年预期的4成，但按年仍取得逾10%的亮眼成长，次季核心净利亦然，主要是因为其新加坡业务的赚幅改善，从去年的亏损90万令吉转为赚得140万令吉，以及其位于沙地阿拉伯的朱拜勒供应基地（JSB）的业务走强。

上游业务持续贡献

联昌国际分析员认为，戴乐集团上半年明显受惠于上游的生產分成合约（PSC）业务，把其营运盈利赚幅推高至18%的新高纪录，显示该公司近年从下游业务多元化至上游业务后，已开始看到成果。

分析员相信，上游业务的更多贡献將陆续有来，因为Balai边际油田群採油工作以及Bayan油田的强化原油採收率（EOR）项目，並未受不利的油价走势影响，因此，把该公司的2015至2017財政年每股盈利（EPS）预期调高2.7%至4.2%。

至于柔佛边佳兰的储油终端项目，1A和1B阶段已投產，1C阶段亦將投產，而第2阶段则料將2019年完成。同样位于边佳兰的再气化工程，则將在2017年末季完成，2019年料將开始贡献盈利。

分析员普遍对戴乐集团的强劲基本面、长期盈利前景，以及良好的业务计划执行纪录感到满意。不过，该公司的估值昂贵，现財政年的预测本益比处于30倍，短期內亦缺乏重大激励因素，导致肯纳格研究和艾芬黄氏投行分析员下调其评级。【东方网财经】

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传国油静待油价回升 戴乐Balai小油田2恐展延

财经新闻 财经  2015-02-26 12:15
（吉隆坡25日讯）消息透露，国家石油（Petronas）为了等待原油价格回到每桶至少80美元水平，因此，可能展延戴乐集团（DIALOG，7277，主板贸易服务股）Balai小型油田区第二期的风险服务合约（RSC）。

《The Edge》财经日报引述消息，Balai小型油田区是国油强化采油（EOR）活动的一部分，以重启及强化老油田的产油。

但现对国油来说，该活动成本高，且属不重要开销。

消息人士说：“Balai小型油田区的风险服务合约第二期，料展延至2016年。国油预期届时，随着原油和页岩油价格达到平衡点时，原油价格会达每桶80美元。”

该计划若真展延，戴乐集团将是国油削减资本开销下受害者。

戴乐集团发言人则拒绝针对该消息评论。惟透露，决定权在国油手上。

经常收入支撑业绩

由于受到负面消息影响，戴乐集团股价今日小幅下挫，闭市时报1.61令吉，跌3仙或1.83%，成交量有787万5700股。

无论如何，大马研究指出，戴乐集团目前上游业务贡献不显著，因此，近期内料不受油价波动影响。

该行分析员说，戴乐集团增长率将继续由经常收入和强劲的现金流业务支撑，而工程与建筑臂膀，也将从油槽终站的工程、采购、承建和测试（EPCC）合约中受惠。

戴乐集团边佳兰综合大厦第一期即将完工，第二期则料于2018年年中完成；而液化天然气再气化工厂和气槽都将于2017年杪完工。

因此，该分析员维持该股“买入”评级，合理价格1.95令吉。【南洋网财经】

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戴乐边佳兰终站吞吐量 或纳普氏能源报价评估

财经新闻 财经  2015-03-11 08:12
（新加坡10日讯）油价报价公司普氏能源（Platts）表示，考虑将戴乐集团（DIALOG，7277，主板贸服股）有份参与的边佳兰终站吞吐量，纳入目前仅限于新加坡的馏分油和汽油的报价评估。

麦格劳希尔金融（McGraw-Hill Financial）旗下的普氏能源，在文告中指出，考虑将新加坡外的装载点，纳入在报价评估中，包括巴西古当、丹绒冷刹，以及数个浮式储油装置。

边佳兰终站是由戴乐集团和荷兰皇家孚宝集团（V0PAK）所联营，拥有6个停泊处，可容纳130万立方米。

普氏能源的这项新报价考量，将让交易商在装载货物时更具弹性，也能改善市场流动。

新加坡是亚洲最大的石油交易中心，但土地不足打击市场发展，因此花费数十亿美元，在邻国大马和印尼投资和兴建储存设备。

普氏能源为区域大部分石油产品贸易提供报价指标，计划从7月1日开始，调整燃油、汽油、喷气燃料等产品的装载点评估。【南洋网财经】

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边佳兰石油终站　戴乐集团看好招资

南马  2015年03月16日
（新山16日讯）戴乐集团主席丹斯里饶文杰表示，国际油价虽然在过去出现下跌现象，但以长期来看，石油价格仍会稳定上扬，相信拥有优越地理位置的边佳兰独立深海终站，將会吸引大量投资者前来投资。

他说，目前该终站已有约100余艘船只使用港口设施作为油槽设备，该计划的第2阶段投资额高达6亿3000万令吉，第3阶段的投资额也已高达2亿7000万令吉。

他表示，现阶段，共有近3000名左右的员工参与戴乐集团的此项计划，该公司也会优先给予本地人士工作机会。

饶文杰是于今日，出席边加兰独立终站私人有限公司迎接来自中东的最大型油轮「MTMesdar」的欢迎仪式上，发表上述谈话，出席者包括了该公司的首席执行员刘细发。

处于策略性位置

饶文杰表示，这艘由俄罗斯的船长拉迪米及26名船员负责驾驶，长达333公尺的大型油轮，用了2个星期的时间从中东海域抵达该终点站，为这个东南亚首个独立深海终站设备，创造了另一个歷史性的里程碑，同时也证明了该区域，已成功成为主要的油气中心。

他重申，该石油终站设在柔佛边佳兰东南部，面积逾500英亩，主要为大型油轮（VLCC）提供港口设施、装卸、贮存、混合与分销石油和原油產品的油槽设备，因此在种种良好的条件下，將会吸引潜在的新客户。

他强调，边佳兰拥有24公尺深的海域，该码头从去年4月开始营运后如今业务良好，边佳兰靠近新加坡和印尼的策略性地理位置，开发石化工业拥有佔据天时、地利、人和的优势。【东方网财经】

Type	Announcement
Subject	OTHERS
Description	MAIDEN CALL BY VLCC AT PENGERANG DEEPWATER TERMINAL
Dialog Group Berhad (“DIALOG”) is pleased to announce that Pengerang Deepwater Terminal, with a draft of up to 24 metres, located at Pengerang, southeastern tip of Johor, Peninsular Malaysia has today received its very first Very Large Crude Carrier (“VLCC”) – the Liberian-registered “MT Mesdar”. The 333-metre long vessel weighing in 315,802 metric tonnes arrived from the Middle East to discharge its crude oil cargo at Phase 1 of the deepwater terminal. “MT Mesdar” is the first VLCC to call at Pengerang and, the first to berth at Malaysian jetty, since the recent commissioning of the crude oil tanks in early March 2015. To date, more than 100 vessels have used the terminal which offers petroleum and crude storage facilities for trading purposes. Phase 1 terminal of the Pengerang Deepwater Terminal which is owned by Pengerang Independent Terminals Sdn Bhd, a joint venture between DIALOG (46%), Royal Vopak (44%) and State Secretary, Johor (Incorporated) (“SSI, Johor”) (10%), had commenced operations in Q2 2014. Phase 1 has a storage capacity of approximately 1.3 million cubic metres 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. The Pengerang Deepwater Terminal, an Entry Point Project under the Economic Transformation Programme ("ETP"), is a deepwater terminal development on 500 acres of reclaimed sea-bed land with proposed storage capacity of 5 million cubic metres. Strategically located at one of the world’s busiest shipping lanes with close proximity to the regional trading hub in Singapore, the Pengerang Deepwater Terminal project is built with deepwater jetty facilities, 24 metres deep, enabling it to handle VLCCs. The entire development may take another 10-15 years to be fully complete and will create huge impact to local communities through creation of many economic activities as it will also complement the RAPID project that was announced last year. Upon completion, the Pengerang Deepwater Terminal will be able to handle the bulk breaking and bulk-building activities for crude oil, petroleum products and Liquefied Natural Gas (“LNG”). The Pengerang Deepwater 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. DIALOG is currently investing in the Pengerang Terminal Phase 2 Project at Pengerang Deepwater Terminal which involves the construction of the storage capacity of approximately 2.1 million cubic metres and a deepwater jetty with twelve berths at an approximate total project cost of RM6.3 billion. DIALOG is also currently investing in the Pengerang LNG Project for the development of LNG regasification facilities comprising of a regasification unit and two (2) units of 200,000 cubic metres 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 a total estimated project cost of approximately RM2.7 billion. Phase 1 terminal together with the investments in Pengerang Terminal Phase 2 Project and Pengerang LNG Project at Pengerang Deepwater Terminal will synergise with DIALOG’s investments in tankage facilities in Kertih, Terengganu in eastern Peninsular Malaysia and Tanjung Langsat, Johor, in southern Peninsular Malaysia. The development of Pengerang Deepwater Terminal is part of DIALOG’s business strategy to own terminals and tankage facilities which will result in an increase in its sources of sustainable and recurring income. This announcement is dated 16 March 2015 and a copy of the press release by Pengerang Independent Terminals Sdn Bhd is attached herewith. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1903481

Attachments PITSB Press Release 16March2015.pdf

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籌27億注入邊‧佳蘭戴樂計劃照跑

2015-03-20 16:30      
（吉隆坡20日訊）戴樂集團（DIALOG,7277,主板貿服組）將尋求股東批准，以籌集27億令吉注入邊佳蘭兩大項目，分析員樂觀看待這項建議，認為這是兩大項目未因國際油價重挫而喊停的好預兆。

該公司昨日宣佈，將注入資金予兩家特別用途公司（SPV）。這兩家公司的成立，主要是為了發展邊加蘭第二期計劃及邊加蘭液化天然氣計劃，總資本各為63億及27億令吉。

根據文告，戴樂集團分別持有上述兩家公司的25%股權，以此推算，該公司需要注資18億9千萬令吉和7億5千萬令吉。這意味著若這兩家公司完全發行股票集資，戴樂集團需依據持股比例撥給27億令吉的資金。

肯納格研究表示，由於上述資本開銷龐大，相信戴樂集團必須集資才能應付。

“假設該公司配售10%股票予指定投資者，以1令吉56仙計，這將可籌集8億令吉左右，佔上述資本開銷的30%。我們也不排除該公司發行附加股的可能。”

融資成本將提高8550萬

分析員認為，如果戴樂集團需要承擔27億令吉的資金，其負債比將從0.3倍提高至1.5倍，這是假設戴樂集團貸款投資這兩家公司，以貸款利息4.5%計，戴樂集團的融資成本將提高8千550萬令吉左右。

“若兩家公司採用結合貸款及股票等其他方式集資，戴樂集團的負債比則可能較低。”

目前，邊加蘭首期項目的1A工程及1B工程已經開始投運，而1C工程尚在測試當中。

肯納格研究說，該公司為邊佳蘭孚寶（VOPAK）建立的210萬立方米的存儲空間，預計在2019年可完成，屆時可提振戴樂集團工程、採購、建造和啟用（EPCC）業務，預計將提高55億令吉的營收。

此外，該公司也參與邊加蘭天然氣化船的項目，預計2017年第四季竣工，將貢獻公司2018淨利，戴樂集團持有該項目25%的股權。

肯納格表示，該公司需面對EPCC工程延期及資本開支資金現金流的風險。

總的來說，分析員看好該公司在邊佳蘭煉油及石油化學綜合發展計劃（RAPID）下，為公司建立經常性營收。

分析員表示，以綜合估值（SOP）法計算，維持該公司1令吉67仙目標價及“同步大市”評級不變。若該公司發行10%的新股，屆時目標將從調整至1令吉50仙。（星洲日報／財經‧報道：謝汪潮）

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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	90,306,663
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	5,053,312,627
Currency	MYR 505,331,262.700
Listing Date	23/03/2015

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Name	Azam Utama Sdn Bhd
Address	Room 1, 3rd Floor Wisma Kwong Siew 149 Jalan Tun H.S.Lee 50000 Kuala Lumpur
NRIC/Passport No/Company No.	190320-M
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary Shares of RM0.10 each
Name & address of registered holder	Please refer below

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Acquired	23/03/2015	35,000,000	1.190

Circumstances by reason of which change has occurred	Conversion of warrants to ordinary shares
Nature of interest	Direct interest
Direct (units)	462,315,418
Direct (%)	9.15
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	462,315,418
Date of notice	23/03/2015

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Name	Wide Synergy Sdn Bhd
Address	Room 1, 3rd Floor Wisma Kwong Siew 149 Jalan Tun H.S. Lee 50000 Kuala Lumpur
NRIC/Passport No/Company No.	366494-T
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary Shares of RM0.10 each
Name & address of registered holder	Please refer below

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Acquired	23/03/2015	35,000,000	1.190

Circumstances by reason of which change has occurred	Conversion of warrants to ordinary shares
Nature of interest	Direct interest
Direct (units)	454,195,376
Direct (%)	8.99
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	454,195,376
Date of notice	23/03/2015

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Name	Tan Sri Dr Ngau Boon Keat
Address	LiVillas Condominium, Unit C1308 No. 1 Jalan 16/20 46350 Petaling Jaya Selangor Darul Ehsan
NRIC/Passport No/Company No.	480608-71-5107
Nationality/Country of incorporation	Malaysian
Descriptions (Class & nominal value)	Ordinary Shares of RM0.10 each
Name & address of registered holder	Please refer below

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Acquired	23/03/2015	90,306,663	1.190

Circumstances by reason of which change has occurred	Conversion of warrants to ordinary shares
Nature of interest	Direct & Deemed interest
Direct (units)	59,985,985
Direct (%)	1.19
Indirect/deemed interest (units)	1,103,331,526
Indirect/deemed interest (%)	21.85
Total no of securities after change	1,163,317,511
Date of notice	23/03/2015

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Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF PENGERANG DEEPWATER TERMINALS SDN BHD
We are pleased to announce that Dialog Group Berhad ("DIALOG") has on 30 March 2015 incorporated a wholly owned company, Pengerang Deepwater Terminals Sdn Bhd ("PDTSB”). PDTSB was incorporated with an authorised share capital of RM400,000.00 divided into 400,000 ordinary shares of RM1.00 each of which 2 ordinary shares have been issued and fully paid-up. PDTSB is intended to be an investment holding company.             This announcement is dated 31 March 2015.