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[公司专区] 7277 DIALOG 戴樂集團

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发表于 2011-8-16 18:01 | 显示全部楼层
Dialog in above par performance, optimism remains     
  
Dialog Group Bhd
(Aug 15, RM2.61)
Maintain buy at RM2.52 with target price of RM3.35: Dialog’s results were ahead of our expectation on the back of a strong 4QFY11. We have raised our FY12/FY13 earnings forecasts by up to 28% (with further upside potential) and we remain optimistic on its long-term growth prospects. Dialog remains among our preferred “buys” in the oil and gas sector with an unchanged RM3.35 target price (sum-of-parts valuation). We continue to like its business model, focused management and steady dividend payments.

Net profit for 4QFY11of RM45 million (+17% quarter-on-quarter [q-o-q]) took FY11 earnings to RM152 million (+29% year-on-year [y-o-y]), ahead of our RM138 million forecast but within consensus. The outperformance came from stronger than expected associate’s profits. Q-o-q, the underlying growth was driven by the domestic (pre-tax profit: +10% q-o-q) and overseas (+54% q-o-q) operations as well as higher associate contributions (+6% q-o-q) from 30% owned Kerteh Terminals Sdn Bhd and domestic engineering and construction earnings. Dialog remains cash rich, with RM168 million in net cash (8.4 sen per share). It declared a final single-tier dividend per share of 1.8 sen (unchanged y-o-y), bringing its total payout to 3.1 sen for FY11.

We have raised our FY12/FY13 earnings forecasts by between 12% and 28%, taking into account the strong 4QFY11 performance, which we think is sustainable. We have revised our assumptions on Kertih Terminals to derive the upgraded profits. We now expect Dialog to deliver RM192 million in net profit in FY12 and RM202 million in FY13, which implies a 15% two-year compound annual growth rate. There is room for an earnings upgrade for we have not incorporated: (i) its potential involvement in new marginal field developments; (ii) full earnings potential from the new Pengerang centralised tank farm (CTF) project; (iii) its involvement in a new Saudi Arabia supply base; and (iv) expansion of the existing Tanjung Langsat CTF (Phase 3 and beyond).

Dialog is strongly tipped to be the next local candidate to develop Petroliam Nasional Bhd (Petronas) marginal oilfield projects on a risk sharing contract (RSC) basis. A consortium comprising Dialog and Roc Oil Co Ltd is understood to have secured two letters of intent from Petronas for two marginal field developments — Balai and Bentara — and is in the process of finalising the terms. — Maybank IB Research, Aug 15

http://www.theedgemalaysia.com/i ... timism-remains.html

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发表于 2011-8-16 18:54 | 显示全部楼层
Dialog Group suspended for corporate announcement      
  
KUALA LUMPUR: Trading in the securities ...
BIoTech 发表于 2011-8-16 16:24



    不懂有什么事?? 新收购??

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发表于 2011-8-16 21:36 | 显示全部楼层
Dialog makes foray into O&G devt under Petronas contract      

KUALA LUMPUR: DIALOG GROUP BHD [] has made its foray into the development and production of marginal hydrocarbon reserves in Malaysia after its joint venture (JV) secured a contract from Petroliam Nasional Bhd.

Petronas had on Tuesday, Aug 16 awarded a risk service contract (RSC) for the development and production of O&G from the Balai cluster fields off Sarawak to a partnership of Roc Oil Malaysia (Holdings) Sdn Bhd and Dialog D&P Sdn Bhd in a JV with Petronas Carigali Sdn Bhd.

The Balai Cluster RSC is the second contract to be awarded under Petronas’ new petroleum arrangement.

Dialog D&P was identified by Roc Oil as their qualified local technical partner to undertake the project. Roc Oil will have a 48% interest, Dialog D&P 32% and Petronas Carigali 20% in the partnership.

Dialog said the pre-development phase is scheduled to commence in 2H 2011 and is expected to take up to 18 months.

Pre-development activities are planned to include geological and geophysical works, the drilling and testing of appraisal wells and the procurement of related facilities and equipment.

“The total cost of the pre-development phase is estimated to be between US$200 to US$250 million,” it said.

Dialog said on the successful completion of the pre-development phase and agreement on the economic viability of the fields, the contractor group will submit a field development plan for all or some of the fields and progress to the development phase.

Production from all the fields in the cluster is planned to be online within 24 months.

Development activities are planned to include the drilling of wells, the installation of platforms, topsides and pipelines, and the tie-in of the new facilities to existing Petronas Carigali infrastructure as appropriate.

“The total cost of the development phase is estimated to be between USD$650 to US$700 million,” it said.

Dialog said its participation in the small field risk service contract would “propel Dialog’s services within the upstream oil and gas arena to a higher level while strengthening Dialog’s position in the value chain of the oil, gas and petrochemical industry”.

http://www.theedgemalaysia.com/b ... ronas-contract.html

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发表于 2011-8-17 00:30 | 显示全部楼层
戴樂聯營7.5億石油工程

(吉隆坡16日訊)戴樂集團(DIALOG,7277,主板貿服股)宣佈,旗下獨資子公司戴樂D&P私人有限公司,聯同大馬洛克石油私人有限公司與國油勘探私人有限公司,今日與國家石油簽署為期15年的小型油田風險服務合約。

戴樂集團今日中午12時14分,宣佈暫停交易至下午5時正,已配合上述的合約簽署活動。

截至早盤暫停交易,該股收在2.67令吉,上升6仙或2.3%,並一度攀升至2.70令吉的水平。同時,該股共有656萬7900股易手。戴樂集團將在週三早盤恢復交易。

通過簽署上述合約,戴樂集團將與其他兩家公司成立聯營企業,其中戴樂D&P持有32%股權,大馬洛克石油和國油Carigali則分別持有聯營企業48%及20%股權。

同時,聯營企業將為砂拉越民都魯外岸進行石油生產及發展,並分成兩個階段進行。其中發展前期工程將在2011年下半年進行,預計將消耗18月以上的時間完成。

總發展成本7.5億

該項工程的總發展成本為約2億至2億5000萬美元(約6億至7.5億令吉),主要涉及地質和物理工程、鑽井和測試油井,以及採購相關設備等工程。

一旦完成發展前期工程,該聯營公司將需要在進行後續發展工程前,呈交整體的發展計劃。而小型油田的生產線,預計將在工程動工後的24個月內投入運作。

這項工程的成本則為約6億5000萬令吉至7億令吉(約19.5億至21億令吉),並將搭配國油勘探現有的設施,進行鑽井以及安裝平台和管道等工程。

對於上述合約所需的營運資本,戴樂集團或通過內部融資、銀行貸款,以及發售債券集資,但集資細節仍待定奪,因為該公司有意維持目前健康的借貸水平。

http://www2.orientaldaily.com.my ... cFI0xC88Zh01Gq07cIz

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发表于 2011-8-17 09:41 | 显示全部楼层
CIMB Research keeps Dialog as Outperform, ups TP to RM3.48      
  
KUALA LUMPUR: CIMB Equities Research is retaining its Outperform on DIALOG GROUP BHD [] and raised its sum-of-parts target price from RM3.21 to RM3.48 as it applies a 40% premium to the businesses that it  previously valued at 20% premium over its 14.5 times target market P/E.

“This puts their valuations on par with those of larger oil & gas companies. Dialog remains an

Outperform, with the potential share price triggers being this contract and the US$20 billion Rapid project,” it said on Wednesday, Aug 17.

On Tuesday, Dialog and its partners Roc Oil and Petronas Carigali clinched a 15-year Petronas contract worth up to US$950 million to develop the Balai cluster fields.

“We are not surprised that Dialog has landed its first-ever upstream venture but are positively surprised by Petronas Carigali’s involvement in this 2-phase project,” it said.

CIMB Research said its forecasts are unchanged as it had imputed CONSTRUCTION [] contributions during the predevelopment phase.

“Commercial production will start 24 months after commencement, i.e. beyond our forecast period,” it said.

http://www.theedgemalaysia.com/b ... ps-tp-to-rm348.html

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发表于 2011-8-17 17:20 | 显示全部楼层
Dialog secures Petronas upstream contract     
  
KUALA LUMPUR: Dialog Group Bhd has made its first foray into development and production with the signing of a small field risk service contract with national oil company Petroliam
Nasional Bhd (Petronas) for the development and production of oil from the Balai Cluster Fields, off Bintulu, Sarawak.

Dialog had formed a contractor group with Roc Oil Malaysia (Holdings) Sdn Bhd and Petronas Carigali Sdn Bhd to undertake the venture, which is expected to be carried out in two
phases. The pre-development phase is expected to cost between US$200 million (RM596 million) to US$250 million, while the development case is expected to carry a price tag of between US$650 million and US$700 million.

Dialog will hold a 32% stake in the group, while Roc Oil will hold 48% and Petronas Carigali 20%. The duration of the contract is 15 years.

According to Dialog executive chairman, Ngau Boon Keat,  the entry into this project will increase the company’s exposure to upstream activities, and offer 15 years of recurring
income.

“We offer services across the board ... both the downstream and upstream ... However, we have always been more into the downstream side. This move will allow us to strengthen our position in the industry,” he told The Edge Financial Daily yesterday.

According to the announcement, the pre-development phase will take place over the next few months and is expected to span 18 months. Once the pre-development phase is complete, the group will then submit a field development plan, which if successful, will result in production coming online from all the clusters within two years.

When asked when Dialog would see an impact on its earnings from this venture, Ngau said that small improvements will be seen over the next two to three years.

“In the beginning you will see some positive impact on earnings but this is a result of some of the work that we will be doing on our side for this project. However, once the entire venture comes onstream, we will then be able to realise our investment,” said Ngau.

He added that doing some of the work in-house will ensure cost is kept low and the project is completed on time.

“Working with partners such as Petronas Carigali could also potentially yield more jobs in the future. Because if Petronas Carigali sees the extent of Dialog’s capabilities, it opens up the possibility of teaming up again. It definitely opens up the scope for the company,”
said Ngau.

When asked if Dialog is looking for more such contracts, Ngau did not discount the possibility but added that the company already has its hands full with the current project.

Dialog suspended its stock at 12.14pm until the end of yesterday, pending the announcement.

The counter had ended the morning at RM2.67, up six sen on heavy volume of 6.6 million shares. It recently reported its unaudited FY11 ended June, in which it saw its net profit grow 28.7% year-on-year to RM152.3 million from RM118.3 million.

http://www.theedgemalaysia.com/i ... tream-contract.html

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发表于 2011-8-17 23:55 | 显示全部楼层
獲國油合約 戴樂前景正面

(吉隆坡17日訊)戴樂集團(DIALOG,7277,主板貿服股)聯同大馬洛克石油與國油勘探,獲得國家石油為期15年的Balai小型油田風險服務合約,獲市場人士一致促使該股今日大熱走高,成為全場第9大熱門股。

受到獲頒工程的消息激勵,該股今日以2.75令吉開跑後,便攀升至2.79令吉的全日最高水平。然而,該股隨後收窄漲幅至2.68令吉的價位,並持續窄幅波動,最終以2.69令吉掛收,上揚2仙或0.75%,並有1949萬8000股易手。同時,該股也寫下自6月22日以來的2個月盤中新高。

對於小型油田風險服務合約的設立,市場人士皆表示看好油氣領域的正面發展前景。聯昌國際研究分析員表示,對戴樂集團的邊際油田業務持有正面的看法,且該公司可通過上游業務,從服務供應商的身份擴展成油氣發展與生產商。

同時,這項邊際油田工程亦是大馬洛克石油在大馬的首個主要工程。分析員指出,在Balai的四個油田具有3000萬桶油供儲備用途。

對於該油田的總發展成本,包括浮式生產供應、儲存和卸載船隻,達約10億美元(約30億令吉)。

初期產量每天2至三萬桶

在初步發展階段,戴樂集團主要進行結構建築,而一旦完成後,預計承包商將開發第一個油田。然而,分析員指出,由於該集團首次扮演發展與生產商的角色,因此將在24個月後才正式動工。

分析員預計,Balai初期產量,每天為2萬至3萬桶。

與此同時,一但Balai油田投入生產,承包商將在提取石油服務及基礎設施上,獲得回酬。若戴樂集團可達到國油所設下的關鍵績效指標(KPI),將會獲得額外的紅利獎賞。

該項油田的總發展成本為約8億5000萬令吉至9億5000萬令吉,其中戴樂集團將需承擔2億7200萬令吉至3億零400萬令吉。分析員透露,該集團仍與金融機構探討有關通過發出債券集資的可能。

截至2011財政年杪,戴樂集團的淨現金為1億6800萬令吉,假設該公司通過銀行貸款及內部融資,其淨負債將達1.2倍。

無論如何,在上述合約的催化下,分析員重申該股「超越大市」的評級,目標價格則從3.21令吉,上調至3.48令吉。

http://www2.orientaldaily.com.my ... Z6B0u4b8l5q118X855e

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发表于 2011-8-18 19:15 | 显示全部楼层
今日热股:热门股 戴乐集团 上挑RM2.70
2011-08-18 11:58

戴乐集团(Dialog,7277,主板贸服股)闭市时报2.69令吉,起2仙或0.7%,成交量有1949万8000股。该公司昨天宣布获得国油颁发的Balai小型油田开发合约。

技术点评:



戴乐集团显现一段技术反弹趋势后于闭市时报2.69令吉。它于昨日高开后收高,整日波幅介于11仙(2.68至2.79令吉)间。 短期间该股或会尝试上挑2.70至2.85令吉间的阻力关口。

17/8/11行情

闭市:2.69令吉

起落:+2仙

最高:2.79令吉

最低:2.68令吉

成交量:194980宗

本益比:34.71倍

毛周息率:1.152%

52周最高:2.88令吉

52周最低:1.07令吉


http://www.nanyang.com/node/376862?tid=704

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发表于 2011-8-18 22:05 | 显示全部楼层
Dialog proposes cash call to raise RM638m      
  
KUALA LUMPUR: DIALOG GROUP BHD [] has proposed its first cash call from its shareholders to raise up to RM638 million under a rights issue with free warrants, on the basis of two rights shares and one warrant for every 10 shares held.

The company said on Thursday, Aug 18 the corporate exercise would involve a renounceable rights issue of up to 398.73 million new shares of 10 sen each with 199.36 million free detachable warrants.

“The cash call is the first equity fund raising from its shareholders since its initial public offer in 1996.

“Based on the indicative issue of RM1.60, the corporate exercise would raise up to RM638 million,” it said.

It said the rights shares and warrants would on the basis of two rights shares and one warrant for every 10 shares held, based on a minimum subscription of 280 million rights shares with 140 million warrants.

It also proposed to increase in the authorised share capital from RM250 million comprising 2.5 billion shares to RM500 million comprising five billion shares.

Dialog said this cash call would further strengthen its balance sheet with its shareholders equity increasing to RM1.2 billion from RM583.1 million as at June 30, 2011.

The proceeds from the rights issue with warrants would be mainly used to invest in its upstream oil and gas opportunities, including the development of and production of petroleum under the risk service contracts with Petronas and to capitalize on the vast business opportunities in the oil, gas and petrochemical industry.

http://www.theedgemalaysia.com/b ... o-raise-rm638m.html

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发表于 2011-8-19 17:06 | 显示全部楼层
戴乐发附加股送凭单
财经新闻财经 2011-08-19 12:09

(吉隆坡18日讯)戴乐集团(Dialog,7277,主板贸服股)向马交所报备,公司规划发行附加股及免费凭单。

根据戴乐集团的规划,每持有10股的股东将有权购买2附加股(免费1凭单)。

戴乐集团还说,公司的股本将从2亿5000万令吉(由2亿5000万股组成),扩大至5亿令吉(由5亿股组成)。

http://www.nanyang.com/node/377104?tid=462

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发表于 2011-8-19 17:25 | 显示全部楼层
Dialog proposes cash call to raise RM638m      

KUALA LUMPUR: Dialog Group Bhd has proposed a renounceable rights issue of up to 398.73 million new shares with up to 199.37 million free detachable warrants.

The proposed exercise is on the basis of two rights shares and one free warrant for every 10 shares held in Dialog, at an entitlement date to be determined later. The proposal is based on a minimum subscription of 280 million rights shares together with 140 million free warrants.

In its filing with Bursa Malaysia, Dialog said the cash call is expected to raise up to RM638 million based on an indicative issue price of RM1.60. This is the Dialog’s first equity fundraising since its IPO in 1996.

“The proceeds will be primarily used for investment in Dialog’s upstream oil and gas opportunities, including the development and production of petroleum under risk service contracts with Petronas and to capitalise on vast business opportunities in the oil, gas and petrochemical industry,” it said.

Part of the proceeds will be utilised for the development of tank terminals in Pengerang and working capital.

Dialog said the exercise will allow existing shareholders to further increase their equity participation in Dialog at a discount to prevailing share prices.

The indicative RM1.60 rights issue price is at a 34.7% discount to its five-day volume weighted average market price (VWAP) of RM2.45 ended Aug 17. However, the warrants’ exercise price will only be determined at a later date after taking into consideration demand and market price for Dialog shares, it said.

“Strictly for illustrative purposes only, based on an indicative price of RM2.20 per warrant, the exercise price of the warrants would represent a discount of 25 sen or 10.2% from the theoretical ex-rights price of about RM2.45 based on the five-day VWAP,” it said.

Dialog also proposed to increase its authorised share capital to RM500 million comprising five billion shares from RM250 million comprising 2.5 billion shares.

It said this cash call will further strengthen its balance sheet with its shareholders’ equity increasing to RM1.2 billion from RM583.1 million as at June 30.

Dialog gained one sen to close at RM2.70 yesterday with 12.13 million shares traded.

http://www.theedgemalaysia.com/i ... o-raise-rm638m.html

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发表于 2011-8-20 17:49 | 显示全部楼层
發股集資沖淡股價 
戴樂長期仍樂觀


(吉隆坡19日訊)戴樂集團(DIALOG,7277,主板貿服股)上市以來首度建議發附加股集資,市場人士擔憂發股將衝淡其每股盈利,因而促使該股大熱走低,並位居全場第4大熱門股。

無論如何,從長期前景而言,市場人士仍看好該集團將受惠於油氣領域的發展,並維持「買進」的投資評級。

隨著獲得國家石油頒發的石油發展計劃和生產風險服務等合約後,該集團隨之建議,以10配2送1憑單比例發售附加股,為上述兩項工程進行集資。因此,該集團將發出高達3億9873萬6680股附加股,以及送出1億9936萬8340只憑單。

然而,在公佈上述消息後,戴樂集團的股價週五全天大熱走低,閉市時報2.57令吉,下滑13仙,或4.815%,更一度觸及2.53令吉的全天最低價位。同時,其交投相當熾熱,高達2133萬零900股在場內易手,因而成為全場第4大熱門股。

儘管市場分析員皆對該集團的前景感到樂觀,但卻都認為,發售附加股將導致,其每股盈利被衝淡,進而影響短期的股價表現。

股本將擴大至26億股

拉昔胡申研究分析員認為,在所有憑單全數轉換後,該集團的股本將擴大31%,至26億股。分析員預計,該集團將透過附加股集資高達6.38億令吉,並在憑單全數轉換後,額外獲得4.39億令吉。

無論如何,分析員相信,該附加股計劃將衝淡該集團2012至2014財政年每股盈利預測17.8至19.2%,並將在短期內促使股價下滑7.7%。同時,分析員也認為,這項附加股計劃,預計將對該股的目標價格帶來折價,即從目前的3.90令吉,下調至3.53至3.64令吉。

然而,分析員仍正面看待該集團長期前景,主要因為該集團已確實獲得上述兩項工程而下行風險也全數被抵銷。此外,在國家石油的強大支撐與扶持下,該集團將持續擁有長期的發展前景,並獲得更多的合約。

至於該集團所面對的風險,分析員表示,這將包括上述兩項合約的資本開銷超越預期,以及原油價格持續下滑,所帶來的邊際油田開採賺幅衝擊。

基於樂觀的長期前景,分析員給予戴樂集團「超越大市」的評級,並維持其3.90令吉的合理價格。

http://www2.orientaldaily.com.my ... p2M0mrr8MGH2q1R0uxW

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发表于 2011-8-22 18:51 | 显示全部楼层
CIMB Research maintains Outperform on Dialog     

KUALA LUMPUR: CIMB Equities Research said DIALOG GROUP BHD [] remains an OUTPERFORM, with the potential share price triggers being more marginal field contracts and the US$20bn Rapid project in southern Johor.

It said on Monday, Aug 22, that fresh from securing a contract worth up to US$950m for the Balai marginal field, Dialog is pumped to land more projects not just in Malaysia but also in the region.

In an interview with The Edge, management said that the cash call announced on 18 Aug is aimed at building up the company’s war chest for future projects, which CIMB Research believes will include more marginal fields and the US$20bn Rapid project.

“Pending further details, we maintain our forecasts and our SOP-based target price of RM3.48. Dialog remains an OUTPERFORM, with the potential share price triggers being more marginal field contracts and the Rapid project,” it said.

http://www.theedgemalaysia.com/b ... form-on-dialog.html

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发表于 2011-8-22 19:37 | 显示全部楼层
拟发行附加股配免费凭单 戴乐集团筹资受看好
2011-08-21 17:20



(吉隆坡21日讯)为了拓展业务,戴乐集团(Dialog,7277,主板贸服股)计划通过发行附加股配免费凭单的活动筹资,获得证券界一致看好。

上市来首次筹资

不过,艾芬投资银行分析员对该活动感到惊讶,因为这是戴乐集团自1996年上市以来,首次举办的筹资活动。

日前,戴乐集团宣布以10配2的比例发售附加股,再免费配送1凭单。

根据每股1.60令吉的参阅价,戴乐集团将可通过该活动筹集6亿3800万令吉。

该公司正在进行两项长期高资本开销项目,包括价值50亿令吉的边佳兰(Pengerang)独立深海石油终站(发展期限为7年),以及投资额或达8亿6000万令吉的砂拉越岸外Balai Cluster小型油田发展项目。

对前景充满信心

分析员表示,从该公司以发行附加股配免费凭单的方式,即可反映大股东对该公司的业务前景充满信心,而且这也是审慎和公正的筹资方式。

他说:“我们继续看好戴乐集团,主要是其良好记录、与各家信誉良好的石油与天然气公司例如国际船务(MISC,3816,主板贸服股)、荷兰皇家孚宝集团(Vopak)、Trafigula、Roc石油以及国油勘探的策略合作伙伴关系,以及该公司专注于重复性收入的商业策略。”

该公司的重复性收入基础包括:(1)格底(Kertih)以及丹絨浪塞(Tanjung Langsat)油槽终站、(2)边佳兰独立深海石油终站、(3)工厂维修和催化剂处理业务,以及(4)砂拉越岸外Balai Cluster小型油田发展项目。

小型油田抵消收益稀释

侨丰投资研究分析员认为,假设戴乐集团所发行的3亿9870万股获全面认购,以及所有1亿9940万张免费凭单全面转换为母股,根据该公司目前的19亿9370万股股本,收益被冲淡的顶限约30%。

“因此,技术上目标价将被下修至每股2.63令吉。”

惟分析员认为,Balai Cluster小型油田发展项目的贡献,将可抵消收益被稀释的损失,只不过至目前为止,还不确定小型油田的贡献能力,因为戴乐集团并未提供相关资料。

总括而言,分析员仍然维持给予戴乐集团的“买入”评级以及每股3.43令吉的目标价,直至该公司完成发行附加股配免费凭单的建议。


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发表于 2011-8-25 16:08 | 显示全部楼层
戴樂附加股稀釋盈利30%
邊際油田貢獻抵銷利空

業績評論 2011-08-19 19:06

(吉隆坡19日訊)戴樂集團(DIALOG, 7277, 主板貿服組)自1996年上市以來首次展開籌資活動,分析員指出,雖然附加股計劃將導致盈利最高稀釋30%,但剛攫取龐大邊際油田的貢獻足以抵銷此利空,加上長期前景看俏,因此影響不大。

僑豐研究強調,截至6月,戴樂手持1億6千850萬令吉現金,而開發成本僅2億令吉,絕對有能力透過內部融資油田發展計劃。

“我們相信戴樂是要趁目前股價高企的時候受惠,而且也有機會藉此引進新潛在股東。”

戴樂建議以10配2比例發售附加股,再送1單位憑單,最高可籌措6億3千800萬令吉,以融資邊際油田計劃。

戴樂本週與澳洲洛克石油(Roc Oil)、國油勘探(Petronas Carigali)攜手獲取砂拉越油田發展計劃,前期開發與發展成本預計最高達9.5億美元(約28.5億令吉)。

戴樂持有上述計劃的32%股權,相等於須拿出8億至9億令吉發展成本,而所籌到的6.38億令吉則佔當中的70%。

管理層透露,在聯營角色中,戴樂將進行大部份的頂面工程,包括組裝及設計項目。

受附加股影響,加上外圍局勢波動導致整體大市再次震盪,戴樂股價今日一度下滑17仙或6.3%至2令吉53仙,終場掛2令吉57仙,跌13仙。

送憑單價值74仙

由於附加股將導致戴樂股本飆升31%,興業研究估計2012至2014財政年每股淨盈利沖淡17.8〜19.2%,至10.2仙、11.7仙及13.3仙,且股價較目前水平滑落7.7%。

“雖然如此,我們相信未來可100%取回這筆龐大資本開銷,所以下滑風險獲抵銷。”

MIDF研究指出,根據布萊克肖爾斯期權定價模式(Black-Scholes Model),附加股所派送的每單位憑單價值為74仙。

該行認為,戴樂將持續成為市場焦點,歸功於不斷捎來利好消息、業績出色及2012財政年料寫下28.5%盈利成長。

http://biz.sinchew-i.com/node/50830

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发表于 2011-9-1 08:41 | 显示全部楼层
Dialog十拿九稳会拿到国油的RAPID (Refinery and Petrochemicals Integrated Development) 合同.
有人说消息一出局内人要抄到五块.

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发表于 2011-9-6 20:48 | 显示全部楼层
热股技术点评:热门股 戴乐集团试探RM2.43
2011-09-06 13:11




戴乐集团于9月5日间显现着一段技术反弹趋势后于闭市时报2.42令吉,按日起3仙或1.26%。它于昨日高开后平收,整日波幅介于5仙(2.38 -2.43令吉)间。 短期间该股或会尝试上探2.43 –2.50令吉间的阻力关口。

http://www.nanyang.com/node/380812?tid=704

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发表于 2011-9-12 22:48 | 显示全部楼层
业绩稳健 符合预期 戴乐集团最抗跌油气股
财经新闻财经 2011-09-10 11:57



(吉隆坡9日讯)戴乐集团(Dialog,7277,主板贸服股)2011财政年业绩表现稳健和符合预期,前景继续受看好,并被分析员视为最具备抗跌力的油气股之一。

戴乐集团第四季盈利表现持续出色,营业额和净利分别按季增长24.5%和17%,全年盈利表现分别符合市场和侨丰投行分析员104%和99%的预测。

出色的业绩表现主要来自所有业务表现齐齐创佳绩,包括工程与建筑、厂房维修,以及建筑和工程业务的专门产品和服务等。

集团的海外业务和国内业务的税前盈利分别增长46.3%和27.3%,显示出海外业务的出色表现,推动盈利增长。

盈利预测上修10%

侨丰投行分析员因此调高对戴乐集团2012财年盈利预测达10%,并预计集团可在未来季度持续出色业绩表现。

该分析员继续看好戴乐集团,并视该股为汽油领域中,最具备抗跌力的股项之一,并拥有稳健的商业模式,净现金流达1亿6850万令吉。

工程前景看好

MIDF研究分析员指出,戴乐集团的股价潜在上升因素还包括潜在获得Balai Bentara小型油田、其在langsat终站第三阶段的集中储存设施产能,以及来自Tanjung Pengerang独立深水中心的贡献。

目标价2.94令吉

若公司可与澳洲伙伴Roc Oil联营公司,成功获得发展Balai Bentara小型油田发展合约,或可在未来带来更显著的盈利增长贡献。

国内投行分析员纷纷给予戴乐集团“买进”和“超越大市”的评级,目标价格介于2.94令吉至3.43令吉之间。

无论如何,拉昔胡申研究分析员则谨慎看待油气领域的中期表现,面对低于预期的全球经济复苏表现和原油价格持续下跌的风险挑战。

http://www.nanyang.com/node/381804?tid=462

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发表于 2011-9-14 21:12 | 显示全部楼层
戴乐集团 联营发展小型油田
2011-09-13 12:04

(吉隆坡12日讯)戴乐集团(Dialog,7277,主板贸服股)子公司戴乐D&P私人有限公司与大马Roc石油(控股)私人有限公司以及国油勘探(Petronas Carigali)达成股东协议,投资并设立一家联营公司--BC石油私人有限公司,以共同发展砂拉越岸外Balai Cluster小型油田。

戴乐集团发布文告指出,国家石油于8月16日颁发小型油田风险服务合约(SFRSC)予大马Roc石油、戴乐D&P私人有限公司以及国油勘探,以便从砂拉越岸外Balai Cluster小型油田发展与生产石油与天然气。

BC石油私人有限公司将成为上述小型油田的营运商,并负责小型油田的管理、营运和发展工作。

文告说,大马Roc石油持有上述联营公司48%股权,而戴乐D&P和国油勘探则分别持有32%和20%股权。

戴乐集团将透过内部筹资和发行附加股的方式,来为联营公司筹集资金。此外,附加股发行计划预计将在2012年首季完成。

上述股东协议料不会为戴乐集团截至2012年6月30日止现财年的盈利和净资产,带来任何影响。




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发表于 2011-9-20 21:24 | 显示全部楼层
Dialog slips to more than 5-month low      
  
KUALA LUMPUR: Shares of DIALOG GROUP BHD [] fell to a more than five-month low of RM2.16 on Tuesday, Sept 20 on selling pressure believed to be from funds.

Selling pressure was seen more in the bigger capitalised stock, Petronas Chemicals Bhd which fell to a six-month low of RM5.79.

At 2.55pm, Dialog was down 19 sen to RM2.16. There were 7.14 million shares done.RHB Research Institute has Dialog as its top pick with a fair value of RM3.90.

PetChem fell 26 sen to RM5.79 with 25.09 million units transacted.

The FBM KLCI fell 4.93 points to 1,408.19. Turnover was 429.11 million shares done valued at RM724.59 million. There were 132 gainers, 444 losers and 287 stocks unchanged.

http://www.theedgemalaysia.com/b ... an-5-month-low.html

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