小资女向前冲（大马股市）

 Business

- 油气领域的技术服务提供商,储油设施业务 ( integrated technical services provider to the upstream, midstream and downstream sectors in the oil, gas and petrochemical industry)

- 业务遍布上、中、下游

Business Partner

- 国家石油（Petronas）、蚬壳、Royal Vopak、哈里伯顿（Halliburton）、Roc Oil、托克（Trafigura）

Geographical Area

- 业务遍布12个国家

- Malaysia (Main Profit Source)

- Singapore 

- Middle East

Financial Performance

- Revenue (QoQ: 3.33% YoY: 42.43%)

- Net Profit (QoQ:   YoY:)

    > was mainly attributable to higher contributions from the Group’s joint ventures in particular from Pengerang Independent Terminals

- NPM: 10.7%

- PBTM: 13.1%

- Other Income'RM000: (CQ: 25,833  ;  Annual Report 2016: 15,750)

- TR'RM000 (CQ: 949,227 ; Annual Report 2016: 746,377)

- Cash'RM000 (CQ:1,282,723  ; Annual Report 2016:944,383 )

- LTB'RM000 (CQ: 886,202 : AR 2016: 713,537)

- STB'RM000 (CQ: 371,668  ; AR2016: 161,545)

SP

- RM1.95 (9/6/2017)

News

18 May 2017

- 戴乐集团加速边佳兰第二期液化天然气终站工程建设，资本开销翻倍至6亿令吉，整个工程料于今年杪竣工，并成为2018和2019财政年盈利增长动能。

- 随着第二期工程趋向尾声，戴乐集团开始为第三期工程物色伙伴。

- 预料这项潜在最新发展可为该公司带来每股47仙至90仙的增值，不过，它是属于长期才可攫取的利惠

- TP:2令吉15仙

16 May 2017

- Dialog said its operations in Malaysia were busy during 3QFY17

- Dialog said with the on-going operations of Pengerang Deepwater Terminal Phase 1 and current construction of Phase 2, the group is now working towards securing new potential partners for Phase 3, which will include the development of more petroleum and petrochemical storage terminals.

- optimistic of continuing to deliver a healthy performance for the full FY17.

3/10/2016 

- 公司未来2至3年的增长动力，将源自中下游业务

- 边佳兰石油综合中心

   > 政府与私人合作

   > 马来西亚工业发展局（MIDA）和柔州投资中心（JSIC）的支持

2016-5-21

- 根據戴乐集团第三季业绩，PDT首阶段项目的130萬立方米储存空间，已在当季全面租出

- 当季的现货储存费用为每立方米7.50新元（约22.17令吉），促使公司持续得益於这些高企的储存费用

- 分析员相信公司的PDT储存费用，将徘徊在每立方米5至7新元（约14.78至20.70令吉）之间，高於2年前的每立方米3至5新元（约8.87至14.78令吉）水平

- PDT第二阶段工程将在2018和2019年逐步完成，而第三阶段工程会在明年底竣工

- 分析员相信这些PDT工程，将在2016至2019财年期间，继续为公司带来采购、建筑和启用（EPCC）营业额。

- 由於油價目前依然处於低位，可推高储油设施需求和支撑下游石化领域的发展

Reference:

http://www.sharetisfy.com/2016/03/dialog-7277.html

http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=7540

http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=7454

http://www.investalks.com/forum/forum.php?mod=viewthread&tid=2780&extra=&page=36

http://www.enanyang.my/news/20170216/%E6%88%B4%E4%B9%90%E9%9B%86%E5%9B%A2br-%E8%BE%B9%E4%BD%B3%E5%85%B0%E4%B8%9A%E5%8A%A1%E6%92%91%E7%9B%88%E5%88%A9/