Dialog Group Berhad（DIALOG）株式概要ダイアログ・グループ・ベルハドは、マレーシア、タイ、その他のアジア、オーストラリア、ニュージーランド、中東、および国際的なエネルギー部門に総合的な技術サービスを提供する投資持株会社である。 詳細DIALOG ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績4/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より1.4%で取引されている 収益は年間6.88%増加すると予測されています 過去1年間で収益は94.5%増加しました リスク分析リスクチェックの結果、DIALOG 、リスクは検出されなかった。すべてのリスクチェックを見るDIALOG Community Fair Values Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRM Current PriceRM 2.1014.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04b2016201920222025202620282031Revenue RM 3.6bEarnings RM 764.3mAdvancedSet Fair ValueView all narrativesDialog Group Berhad 競合他社Yinson Holdings BerhadSymbol: KLSE:YINSONMarket cap: RM 5.7bBumi Armada BerhadSymbol: KLSE:ARMADAMarket cap: RM 2.0bDayang Enterprise Holdings BhdSymbol: KLSE:DAYANGMarket cap: RM 2.2bKeyfield International BerhadSymbol: KLSE:KEYFIELDMarket cap: RM 1.3b価格と性能株価の高値、安値、推移の概要Dialog Group Berhad過去の株価現在の株価RM 2.1052週高値RM 2.3652週安値RM 1.45ベータ0.491ヶ月の変化-3.23%3ヶ月変化17.32%1年変化35.48%3年間の変化1.45%5年間の変化-28.33%IPOからの変化2,016.89%最新ニュース分析記事 • May 15Earnings Update: Here's Why Analysts Just Lifted Their Dialog Group Berhad (KLSE:DIALOG) Price Target To RM2.43The third-quarter results for Dialog Group Berhad ( KLSE:DIALOG ) were released last week, making it a good time to...Declared Dividend • May 15Dividend of RM0.017 announcedShareholders will receive a dividend of RM0.017. Ex-date: 10th June 2026 Payment date: 25th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 14Third quarter 2026 earnings released: EPS: RM0.026 (vs RM0.024 in 3Q 2025)Third quarter 2026 results: EPS: RM0.026 (up from RM0.024 in 3Q 2025). Revenue: RM696.9m (up 20% from 3Q 2025). Net income: RM148.3m (up 9.9% from 3Q 2025). Profit margin: 21% (down from 23% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to RM2.32, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 7x in the Energy Services industry in Malaysia. Total returns to shareholders of 4.5% over the past three years.お知らせ • Mar 17Ocean Fund India Holdings Pte. Ltd. and Circulate Capital Ocean Fund I-B managed by Circulate Capital entered into a Share Purchase Agreement to acquire Dialog Diyou PCR Sdn. Bhd from Diyou PCR Sdn. Bhd. and Dialog Group Berhad (KLSE:DIALOG) for MYR 33 million.Ocean Fund India Holdings Pte. Ltd. and Circulate Capital Ocean Fund I-B managed by Circulate Capital entered into a Share Purchase Agreement to acquire Dialog Diyou PCR Sdn. Bhd from Diyou PCR Sdn. Bhd. and Dialog Group Berhad (KLSE:DIALOG) for MYR 33 million on March 16, 2026. A cash consideration of MYR 2 and of MYR 33 million will be paid directly to Dialog Diyou PCR Sdn. Bhd. to fully repay its bank loan. As part of consideration, MYR 2 is paid towards common equity and MYR 33 million is paid towards non-convertible debt of Dialog Diyou PCR Sdn. Bhd. As of June 30, 2025, Dialog Diyou PCR Sdn. Bhd reported total assets of MYR 33.6 million. The expected completion of the transaction is April 10, 2026.Reported Earnings • Feb 13Second quarter 2026 earnings released: EPS: RM0.024 (vs RM0.023 loss in 2Q 2025)Second quarter 2026 results: EPS: RM0.024 (up from RM0.023 loss in 2Q 2025). Revenue: RM756.3m (up 11% from 2Q 2025). Net income: RM137.7m (up RM267.2m from 2Q 2025). Profit margin: 18% (up from net loss in 2Q 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 11% per year.最新情報をもっと見るRecent updates分析記事 • May 15Earnings Update: Here's Why Analysts Just Lifted Their Dialog Group Berhad (KLSE:DIALOG) Price Target To RM2.43The third-quarter results for Dialog Group Berhad ( KLSE:DIALOG ) were released last week, making it a good time to...Declared Dividend • May 15Dividend of RM0.017 announcedShareholders will receive a dividend of RM0.017. Ex-date: 10th June 2026 Payment date: 25th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 14Third quarter 2026 earnings released: EPS: RM0.026 (vs RM0.024 in 3Q 2025)Third quarter 2026 results: EPS: RM0.026 (up from RM0.024 in 3Q 2025). Revenue: RM696.9m (up 20% from 3Q 2025). Net income: RM148.3m (up 9.9% from 3Q 2025). Profit margin: 21% (down from 23% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to RM2.32, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 7x in the Energy Services industry in Malaysia. Total returns to shareholders of 4.5% over the past three years.お知らせ • Mar 17Ocean Fund India Holdings Pte. Ltd. and Circulate Capital Ocean Fund I-B managed by Circulate Capital entered into a Share Purchase Agreement to acquire Dialog Diyou PCR Sdn. Bhd from Diyou PCR Sdn. Bhd. and Dialog Group Berhad (KLSE:DIALOG) for MYR 33 million.Ocean Fund India Holdings Pte. Ltd. and Circulate Capital Ocean Fund I-B managed by Circulate Capital entered into a Share Purchase Agreement to acquire Dialog Diyou PCR Sdn. Bhd from Diyou PCR Sdn. Bhd. and Dialog Group Berhad (KLSE:DIALOG) for MYR 33 million on March 16, 2026. A cash consideration of MYR 2 and of MYR 33 million will be paid directly to Dialog Diyou PCR Sdn. Bhd. to fully repay its bank loan. As part of consideration, MYR 2 is paid towards common equity and MYR 33 million is paid towards non-convertible debt of Dialog Diyou PCR Sdn. Bhd. As of June 30, 2025, Dialog Diyou PCR Sdn. Bhd reported total assets of MYR 33.6 million. The expected completion of the transaction is April 10, 2026.Reported Earnings • Feb 13Second quarter 2026 earnings released: EPS: RM0.024 (vs RM0.023 loss in 2Q 2025)Second quarter 2026 results: EPS: RM0.024 (up from RM0.023 loss in 2Q 2025). Revenue: RM756.3m (up 11% from 2Q 2025). Net income: RM137.7m (up RM267.2m from 2Q 2025). Profit margin: 18% (up from net loss in 2Q 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 11% per year.Board Change • Jan 23High number of new directorsExecutive Director & Director of Corporate Strategy Wu Ngau was the last director to join the board, commencing their role in 2026.お知らせ • Jan 21Dialog Group Berhad Appoints Ngau Wu Wei as Executive Director, Effective January 21, 2026Dialog Group Berhad announced the appointment of Mr. Ngau Wu Wei as Executive Director effective January 21, 2026. Mr. Ngau Wu Wei, aged 49, is a Malaysian national. His directorate is Executive. He holds a Master of Business Administration from MIT Sloan School of Management, USA, a Bachelor of Science in Information and Decision Systems from Carnegie Mellon University, USA, and a Bachelor of Commerce in Accounting and Finance from University of Canterbury, New Zealand. Mr. Ngau Wu Wei has served as Director of Corporate Strategy of DIALOG since November 2018. He joined DIALOG in 2007 and has since held senior leadership roles across sales and marketing, operations, digital and technology, corporate planning, and joint venture management. In April 2021, he was appointed Managing Director of DIALOG Systems (Asia) Pte Ltd. ("DSAPL"), where he oversees international business operations and the Specialist Products and Services division. Prior to joining DIALOG, Mr. Ngau was a Manager at KPMG Consulting/BearingPoint Inc. in New York, providing consulting and advisory services to financial services clients. Mr. Ngau Wu Wei is the child of Tan Sri Dr. Ngau Boon Keat who is the Executive Chairman and major shareholder of Dialog Group Berhad.分析記事 • Dec 17Why We're Not Concerned About Dialog Group Berhad's (KLSE:DIALOG) Share PriceWith a price-to-earnings (or "P/E") ratio of 33.1x Dialog Group Berhad ( KLSE:DIALOG ) may be sending very bearish...Upcoming Dividend • Nov 25Upcoming dividend of RM0.018 per shareEligible shareholders must have bought the stock before 02 December 2025. Payment date: 19 December 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Malaysian dividend payers (5.5%). Lower than average of industry peers (3.4%).お知らせ • Nov 20Dialog Group Berhad Approves Final Single Tier Cash Dividend in Respect of the Financial Year Ended 30 June 2025Dialog Group Berhad at its AGM held on 20 November 2025, approved the payment of a Final Single Tier Cash Dividend of 1.80 sen per ordinary share in respect of the financial year ended 30 June 2025.分析記事 • Nov 19Dialog Group Berhad (KLSE:DIALOG) Is Due To Pay A Dividend Of MYR0.018Dialog Group Berhad ( KLSE:DIALOG ) will pay a dividend of MYR0.018 on the 19th of December. Based on this payment, the...Reported Earnings • Nov 19First quarter 2026 earnings released: EPS: RM0.025 (vs RM0.027 in 1Q 2025)First quarter 2026 results: EPS: RM0.025 (down from RM0.027 in 1Q 2025). Revenue: RM657.0m (up 3.6% from 1Q 2025). Net income: RM140.0m (down 7.3% from 1Q 2025). Profit margin: 21% (down from 24% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Oct 19Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.054 (down from RM0.10 in FY 2024). Revenue: RM2.50b (down 21% from FY 2024). Net income: RM303.8m (down 47% from FY 2024). Profit margin: 12% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Oct 17Dialog Group Berhad, Annual General Meeting, Nov 20, 2025Dialog Group Berhad, Annual General Meeting, Nov 20, 2025, at 10:00 Singapore Standard Time. Location: ballroom 1, 1st floor, sime darby convention centre, 1a, jalan bukit kiara 1, 60000 kuala lumpur, Malaysiaお知らせ • Oct 16Dialog Group Berhad Proposes Final Single Tier Cash Dividend for the Financial Year Ended 30 June 2025Dialog Group Berhad proposed final single tier cash dividend of 1.80 sen per ordinary share in respect of the financial year ended 30 June 2025. The payment of the Final Single Tier Cash Dividend is subject to shareholders' approval at the Company's Thirty-Seventh Annual General Meeting to be held on 20 November 2025.分析記事 • Sep 10Dialog Group Berhad (KLSE:DIALOG) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 21Full year 2025 earnings released: EPS: RM0.054 (vs RM0.10 in FY 2024)Full year 2025 results: EPS: RM0.054 (down from RM0.10 in FY 2024). Revenue: RM2.50b (down 21% from FY 2024). Net income: RM303.8m (down 47% from FY 2024). Profit margin: 12% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.分析記事 • Aug 11Why We're Not Concerned About Dialog Group Berhad's (KLSE:DIALOG) Share PriceKLSE:DIALOG 1 Year Share Price vs Fair Value Explore Dialog Group Berhad's Fair Values from the Community and select...分析記事 • Jul 01Dialog Group Berhad (KLSE:DIALOG) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 6.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.3% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (11% net profit margin).Upcoming Dividend • Jun 04Upcoming dividend of RM0.013 per shareEligible shareholders must have bought the stock before 11 June 2025. Payment date: 26 June 2025. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Malaysian dividend payers (5.6%). Lower than average of industry peers (3.7%).Declared Dividend • May 17Dividend of RM0.013 announcedShareholders will receive a dividend of RM0.013. Ex-date: 11th June 2025 Payment date: 26th June 2025 Dividend yield will be 2.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 88% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 16Third quarter 2025 earnings released: EPS: RM0.024 (vs RM0.028 in 3Q 2024)Third quarter 2025 results: EPS: RM0.024 (down from RM0.028 in 3Q 2024). Revenue: RM578.8m (down 18% from 3Q 2024). Net income: RM135.0m (down 14% from 3Q 2024). Profit margin: 23% (up from 22% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 2.3% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 11% per year.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to RM1.67, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 6x in the Energy Services industry in Malaysia. Total loss to shareholders of 23% over the past three years.分析記事 • May 09Dialog Group Berhad's (KLSE:DIALOG) P/E Is Still On The Mark Following 37% Share Price BounceDialog Group Berhad ( KLSE:DIALOG ) shareholders are no doubt pleased to see that the share price has bounced 37% in...分析記事 • Apr 22Dialog Group Berhad (KLSE:DIALOG) Is Reinvesting At Lower Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to RM1.23, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 7x in the Energy Services industry in Malaysia. Total loss to shareholders of 51% over the past three years.分析記事 • Mar 12Dialog Group Berhad (KLSE:DIALOG) Stocks Pounded By 27% But Not Lagging Market On Growth Or PricingThe Dialog Group Berhad ( KLSE:DIALOG ) share price has fared very poorly over the last month, falling by a substantial...Major Estimate Revision • Feb 20Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM3.16b to RM2.91b. EPS estimate also fell from RM0.114 per share to RM0.082 per share. Net income forecast to grow 64% next year vs 3.7% growth forecast for Energy Services industry in Malaysia. Consensus price target down from RM2.66 to RM2.29. Share price fell 10% to RM1.62 over the past week.Price Target Changed • Feb 14Price target decreased by 10% to RM2.35Down from RM2.62, the current price target is an average from 14 analysts. New target price is 50% above last closing price of RM1.57. Stock is down 16% over the past year. The company is forecast to post earnings per share of RM0.088 for next year compared to RM0.10 last year.お知らせ • Feb 14Dialog Group Berhad Announces Resignation of Zainab Binti Mohd Salleh as Joint Company SecretaryDialog Group Berhad announced resignation of Zainab Binti Mohd Salleh as Joint Company Secretary. Date of Change is February 14, 2025. Puan Zainab Binti Mohd Salleh continues to hold the positions of Group Chief Financial Officer and Executive Director of DIALOG Group Berhad.New Risk • Feb 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (11% net profit margin).分析記事 • Jan 21We Think Dialog Group Berhad (KLSE:DIALOG) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 06There Are Reasons To Feel Uneasy About Dialog Group Berhad's (KLSE:DIALOG) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Upcoming Dividend • Nov 26Upcoming dividend of RM0.028 per shareEligible shareholders must have bought the stock before 03 December 2024. Payment date: 20 December 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Malaysian dividend payers (4.9%). In line with average of industry peers (2.2%).分析記事 • Nov 22Dialog Group Berhad's (KLSE:DIALOG) Dividend Will Be Increased To MYR0.028The board of Dialog Group Berhad ( KLSE:DIALOG ) has announced that the dividend on 20th of December will be increased...お知らせ • Nov 21Dialog Group Berhad Approves Final Single Tier Cash Dividend for the Financial Year Ended 30 June 2024Dialog Group Berhad announced that at the AGM held on November 21, 2024, approved final single tier cash dividend of 2.80 sen per ordinary share for the financial year ended 30 June 2024.Reported Earnings • Oct 24Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: RM0.10 (up from RM0.09 in FY 2023). Revenue: RM3.15b (up 5.0% from FY 2023). Net income: RM575.0m (up 13% from FY 2023). Profit margin: 18% (up from 17% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.4% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.分析記事 • Oct 23Dialog Group Berhad's (KLSE:DIALOG) Dividend Will Be Increased To MYR0.028Dialog Group Berhad ( KLSE:DIALOG ) will increase its dividend on the 20th of December to MYR0.028, which is 17% higher...Declared Dividend • Oct 23Final dividend increased to RM0.028Dividend of RM0.028 is 17% higher than last year. Ex-date: 3rd December 2024 Payment date: 20th December 2024 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 21Dialog Group Berhad, Annual General Meeting, Nov 21, 2024Dialog Group Berhad, Annual General Meeting, Nov 21, 2024, at 10:00 Singapore Standard Time. Location: training room, level 5, dialog tower, no. 15, jalan pju 7/5, mutiara damansara, 47810 petaling jaya, selangor darul ehsan, Malaysiaお知らせ • Oct 08Dialog Group Berhad Promotes Encik Mustaffa Kamal Bin Abu Bakar to Chief Executive OfficerDialog Group Berhad announced the promotion of Encik Mustaffa Kamal Bin Abu Bakar to Chief Executive Officer. Age is 60, Date of change is 07 October 2024. Qualifications: Degree in Mechanical Engineering from Nevada-Reno University, USA. Working experience and occupation: Encik Mustaffa Kamal Bin Abu Bakar has more than 37 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 and specialised services. He is also a Council Member of the Malaysian Gas Association. He joined the Group 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 to Group Managing Director for Malaysia Business Operations on 1 November 2009 and later appointed as the Chief Operating Officer of DIALOG on 10 October 2014.分析記事 • Oct 08Here's Why Dialog Group Berhad (KLSE:DIALOG) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Oct 07Dialog Group Berhad Announces Keith Collins Assumes the Role of Chief Operating OfficerThe Board of Directors of Dialog Group Berhad announced that in line with DIALOG’s business strategies and succession planning for DIALOG to remain resilient and committed to creating sustainable value for all stakeholders, Mr. Keith Collins, who was the Managing Director of Upstream Oil and Gas and is a member of the Executive Leadership Team, has assumed the role of Chief Operating Officer, effective 7 October 2024. Mr. Keith Collins is a British, aged 63 and holds a degree in Chemical Engineering from the University of Manchester, United Kingdom. He has more than 41 years of oil and gas experience, and has considerable expertise in upstream management, drilling, completion, and field development activities abroad and in Malaysia. Prior to joining DIALOG, he was the CEO of Vestigo Petroleum, a wholly owned subsidiary of PETRONAS Carigali for 7 years. In 2021, he joined DIALOG as the Managing Director of Upstream Oil and Gas.お知らせ • Sep 24+ 2 more updatesDialog Group Berhad Announces the Appointment of Bernard Rene Francois Di Tullio as Independent and Non Executive Member of Remuneration CommitteeDialog Group Berhad announced the appointment of Mr. Bernard Rene Francois Di Tullio, age 75, as Independent and Non Executive Member of Remuneration Committee. Composition of Remuneration Committee (Name and Directorate of members after change): Juniwati Rahmat Hussin (Independent Non-Executive Director) - Chairman; Dato' Ismail Bin Karim (Independent Non-Executive Director); Chin Kwai Fatt (Senior Independent Non-Executive Director); Bernard Rene Francois Di Tullio (Independent Non-Executive Director). Date of change is September 24, 2024.分析記事 • Sep 23Is Dialog Group Berhad (KLSE:DIALOG) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Aug 18Analyst Estimates: Here's What Brokers Think Of Dialog Group Berhad (KLSE:DIALOG) After Its Annual ReportIt's been a good week for Dialog Group Berhad ( KLSE:DIALOG ) shareholders, because the company has just released its...Reported Earnings • Aug 16Full year 2024 earnings released: EPS: RM0.10 (vs RM0.09 in FY 2023)Full year 2024 results: EPS: RM0.10 (up from RM0.09 in FY 2023). Revenue: RM3.15b (up 5.0% from FY 2023). Net income: RM575.0m (up 13% from FY 2023). Profit margin: 18% (up from 17% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.分析記事 • Jul 31Dialog Group Berhad (KLSE:DIALOG) Could Be Struggling To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jun 25Dialog Group Berhad's (KLSE:DIALOG) Share Price Not Quite Adding UpDialog Group Berhad's ( KLSE:DIALOG ) price-to-earnings (or "P/E") ratio of 24x might make it look like a sell right...Upcoming Dividend • Jun 05Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Malaysian dividend payers (4.3%). Lower than average of industry peers (1.9%).分析記事 • May 28Is Dialog Group Berhad (KLSE:DIALOG) Trading At A 25% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Dialog Group Berhad fair value estimate is RM3.42 Dialog Group...Declared Dividend • May 15Dividend of RM0.015 announcedShareholders will receive a dividend of RM0.015. Ex-date: 12th June 2024 Payment date: 27th June 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 10% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 14Third quarter 2024 earnings released: EPS: RM0.028 (vs RM0.023 in 3Q 2023)Third quarter 2024 results: EPS: RM0.028 (up from RM0.023 in 3Q 2023). Revenue: RM702.2m (down 13% from 3Q 2023). Net income: RM156.2m (up 19% from 3Q 2023). Profit margin: 22% (up from 16% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.4% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year.分析記事 • Apr 22Dialog Group Berhad's (KLSE:DIALOG) Returns On Capital Not Reflecting Well On The BusinessIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Feb 22Earnings Not Telling The Story For Dialog Group Berhad (KLSE:DIALOG) After Shares Rise 27%Dialog Group Berhad ( KLSE:DIALOG ) shareholders would be excited to see that the share price has had a great month...お知らせ • Feb 21Dialog Group Berhad Not to Recommend Interim Dividend in Respect of the Current Financial Period Ended December 31, 2023The Board of Dialog Group Berhad does not recommend any interim dividend in respect of the current financial period ended December 31, 2023.お知らせ • Feb 20Dialog Group Berhad Reports Property, Plant and Equipment Written Off for the Three Months Ended December 31, 2023Dialog Group Berhad reported property, plant and equipment written off for the three months ended December 31, 2023. For the period, the company reported property, plant and equipment written off of MYR 41,000.Reported Earnings • Feb 20Second quarter 2024 earnings released: EPS: RM0.026 (vs RM0.023 in 2Q 2023)Second quarter 2024 results: EPS: RM0.026 (up from RM0.023 in 2Q 2023). Revenue: RM859.2m (up 7.8% from 2Q 2023). Net income: RM148.3m (up 17% from 2Q 2023). Profit margin: 17% (up from 16% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.7% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 19Dialog Group Berhad Appoints Ong Wai Leng as Joint SecretaryDialog Group Berhad announced appointment of Ong Wai Leng as joint secretary. Date of change is 19 February 2024.分析記事 • Feb 19Calculating The Intrinsic Value Of Dialog Group Berhad (KLSE:DIALOG)Key Insights Dialog Group Berhad's estimated fair value is RM1.92 based on 2 Stage Free Cash Flow to Equity Dialog...お知らせ • Jan 19Dialog Group Berhad Announces Resignation of Lim Hooi Mooi as Joint SecretaryDialog Group Berhad announced resignation of Lim Hooi Mooi as Joint Secretary. Date Of Change: 19 January 2024.分析記事 • Jan 19Here's What's Concerning About Dialog Group Berhad's (KLSE:DIALOG) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jan 04Is Dialog Group Berhad (KLSE:DIALOG) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Nov 24Upcoming dividend of RM0.024 per share at 1.8% yieldEligible shareholders must have bought the stock before 01 December 2023. Payment date: 21 December 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Malaysian dividend payers (5.0%). In line with average of industry peers (1.8%).お知らせ • Nov 17Dialog Group Berhad (KLSE:DIALOG) agreed to acquire Tarpon Platform Systems Malaysia Sdn. Bhd. and All assets of Tarpon Systems International II, LLC from Tarpon Systems International II, LLC and others for $1.2 million.Dialog Group Berhad (KLSE:DIALOG) agreed to acquire Tarpon Platform Systems Malaysia Sdn. Bhd. and All assets of Tarpon Systems International II, LLC from Tarpon Systems International II, LLC and others for $1.2 million on November 15, 2023. On closing and completion of the relevant formalities for the transfer of shares, Tarpon Malaysia will become a wholly owned subsidiary of DIALOG. The consideration will be funded by internally generated funds. The completion of the relevant formalities for the transfer of shares to DIALOG is expected to be within 1 month from the date of this announcement.分析記事 • Nov 03Estimating The Intrinsic Value Of Dialog Group Berhad (KLSE:DIALOG)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dialog Group Berhad fair value estimate is RM1.78 Current...Board Change • Oct 26High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Exec. Deputy Chair of DIALOG Fitzroy Ltd. Group of Companies & Deputy Chair of DIALOG Property NZ Richard Ellis was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: RM0.09 (in line with FY 2022). Revenue: RM3.00b (up 29% from FY 2022). Net income: RM510.5m (flat on FY 2022). Profit margin: 17% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.1%. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.2% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.分析記事 • Oct 18Dialog Group Berhad (KLSE:DIALOG) Is Increasing Its Dividend To MYR0.024Dialog Group Berhad's ( KLSE:DIALOG ) dividend will be increasing from last year's payment of the same period to...お知らせ • Oct 17Dialog Group Berhad Proposes Final Single Tier Cash Dividend for the Financial Year Ended 30 June 2023, Payable on 21 December 2023Dialog Group Berhad announced final single tier cash dividend of 2.40 sen per ordinary share in respect of the financial year ended 30 June 2023. Ex-Date is 01 December 2023. Entitlement date is 04 December 2023. Payment Date is 21 December 2023. The payment of the Final Single Tier Cash Dividend is subject to shareholders' approval at the Company's Thirty-Fifth Annual General Meeting to be held on 16 November 2023.分析記事 • Oct 05Does Dialog Group Berhad (KLSE:DIALOG) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Sep 22+ 3 more updatesDialog Group Berhad Announces Redesignation of Juniwati Rahmat Hussin from Member of Remuneration Committee to Independent and Non Executive Chairman of Remuneration CommitteeDialog Group Berhad announced redesignation of JUNIWATI RAHMAT HUSSIN from Member of Remuneration Committee to Independent and Non Executive Chairman of Remuneration Committee. Age 64, Date of change 21 September 2023. Composition of Remuneration Committee(Name and Directorate of members after change) 1) Juniwati Rahmat Hussin (Independent Non-Executive Director) - Chairman, 2) Dato' Ismail Bin Karim (Independent Non-Executive Director), 3) Chin Kwai Fatt (Senior Independent Non-Executive Director).分析記事 • Aug 21Dialog Group Berhad (KLSE:DIALOG) Will Want To Turn Around Its Return TrendsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Reported Earnings • Aug 16Full year 2023 earnings released: EPS: RM0.091 (vs RM0.09 in FY 2022)Full year 2023 results: EPS: RM0.091 (up from RM0.09 in FY 2022). Revenue: RM3.00b (up 29% from FY 2022). Net income: RM510.5m (flat on FY 2022). Profit margin: 17% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.4% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.分析記事 • Jun 29These 4 Measures Indicate That Dialog Group Berhad (KLSE:DIALOG) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Jun 06Upcoming dividend of RM0.013 per share at 1.6% yieldEligible shareholders must have bought the stock before 12 June 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Malaysian dividend payers (5.4%). In line with average of industry peers (1.6%).分析記事 • May 21Dialog Group Berhad (KLSE:DIALOG) Is Paying Out A Dividend Of MYR0.013Dialog Group Berhad ( KLSE:DIALOG ) has announced that it will pay a dividend of MYR0.013 per share on the 27th of...お知らせ • May 19Dialog Group Berhad Announces Interim Cash Dividend for the Financial Year Ending 30 June 2023, Payable on 27 June 2023Dialog Group Berhad announced payment of an interim cash dividend of 1.3 sen per ordinary share held in DIALOG Group Berhad in respect of the financial year ending 30 June 2023. Ex-Date is 12 June 2023; Entitlement date is 13 June 2023; Payment Date is 27 June 2023.Reported Earnings • May 19Third quarter 2023 earnings released: EPS: RM0.023 (vs RM0.024 in 3Q 2022)Third quarter 2023 results: EPS: RM0.023 (down from RM0.024 in 3Q 2022). Revenue: RM802.8m (up 35% from 3Q 2022). Net income: RM130.8m (down 1.7% from 3Q 2022). Profit margin: 16% (down from 22% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Malaysia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.分析記事 • Apr 12Dialog Group Berhad (KLSE:DIALOG) Might Be Having Difficulty Using Its Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...分析記事 • Mar 20Is Dialog Group Berhad (KLSE:DIALOG) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 17Second quarter 2023 earnings released: EPS: RM0.023 (vs RM0.023 in 2Q 2022)Second quarter 2023 results: EPS: RM0.023 (in line with 2Q 2022). Revenue: RM797.0m (up 46% from 2Q 2022). Net income: RM127.2m (flat on 2Q 2022). Profit margin: 16% (down from 24% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 10% per year.分析記事 • Jan 02Dialog Group Berhad (KLSE:DIALOG) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Dec 16These 4 Measures Indicate That Dialog Group Berhad (KLSE:DIALOG) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Nov 27Dialog Group Berhad (KLSE:DIALOG) Is Increasing Its Dividend To MYR0.021Dialog Group Berhad's ( KLSE:DIALOG ) periodic dividend will be increasing on the 20th of December to MYR0.021, with...Upcoming Dividend • Nov 23Upcoming dividend of RM0.021 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 20 December 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Malaysian dividend payers (5.2%). In line with average of industry peers (1.6%).お知らせ • Nov 18+ 2 more updatesDialog Group Berhad Announces Retirement of Cik Siti Khairon Binti Shariff as Independent and Non Executive Member of Audit CommitteeDialog Group Berhad announced retirement of CIK SITI KHAIRON BINTI SHARIFF as Independent and Non Executive Member of Audit Committee. Date of change is November 17, 2022. Age is 68. Composition of Audit Committee: 1) Chin Kwai Fatt (Senior Independent Non-Executive Director) – Chairman, 2) Dato' Ismail Bin Karim (Independent Non-Executive Director) and 3) Juniwati Rahmat Hussin (Independent Non-Executive Director).株主還元DIALOGMY Energy ServicesMY 市場7D-1.4%-2.7%-1.2%1Y35.5%9.6%10.9%株主還元を見る業界別リターン: DIALOG過去 1 年間で9.6 % の収益を上げたMY Energy Services業界を上回りました。リターン対市場: DIALOG過去 1 年間で10.9 % の収益を上げたMY市場を上回りました。価格変動Is DIALOG's price volatile compared to industry and market?DIALOG volatilityDIALOG Average Weekly Movement6.8%Energy Services Industry Average Movement6.7%Market Average Movement5.9%10% most volatile stocks in MY Market12.4%10% least volatile stocks in MY Market2.8%安定した株価: DIALOG 、 MY市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: DIALOGの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19841,787Mustaffa Bin Abu Bakarwww.dialogasia.com投資持株会社であるダイアログ・グループ・ベルハドは、マレーシア、タイ、その他のアジア、オーストラリア、ニュージーランド、中東、および国際的なエネルギー部門に総合的な技術サービスを提供している。同社は、エンジニアリング、調達、建設、試運転、技術コンサルティングと専門技術、タンク配管建設、プラントのターンアラウンドと専門メンテナンス工事、一般、土木、機械エンジニアリング工事、専門電気・計装、建設、試運転、校正、管理、コンサルタント、管理、プロジェクト管理と上流サポート、触媒とプロセス材料の取り扱い、重加工と多部門エンジニアリング、プラントメンテナンス、ロジスティクス、電力鉄塔塗装、プレートプロファイル切断、オフショア、触媒の取り扱いと研究、廃棄物管理サービスを提供している。また、パイプラインや機器のレンタル、特殊化学品、触媒、吸収剤、石油添加剤、掘削基油、特殊機器の売買、リンゴ酸の製造も行っている。また、船舶の運航・保守、ターミナル・ストレージ、タンク・ターミナル・ストレージ、共同タンク施設、ハンドリング、ITサポート、決済システムの提供、プロセスプラント用の鋼鉄構造物、プロセススキッド、圧力容器、パイプスプール、プラットフォーム、はしごの製造、タンクやパイプラインの製造・設置も行っている。さらに、複合パイプシステムのエンジニアリング・製造・据付、石油・石油化学関連工事の開発・鑑定・製造・請負、プラント・土木工事の建設、工業用地・不動産の開発、不動産の賃貸・管理、一般ステンレス鋼の加工、加工建設資材・エンジニアリング機器・関連スペアーの供給にも従事している。ダイアログ・グループは1984年に設立され、マレーシアのペタリン・ジャヤに本社を置く。もっと見るDialog Group Berhad 基礎のまとめDialog Group Berhad の収益と売上を時価総額と比較するとどうか。DIALOG 基礎統計学時価総額RM 11.85b収益（TTM）RM 573.47m売上高(TTM)RM 2.72b20.7xPER（株価収益率4.4xP/SレシオDIALOG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DIALOG 損益計算書（TTM）収益RM 2.72b売上原価RM 2.15b売上総利益RM 566.65mその他の費用-RM 6.82m収益RM 573.47m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.10グロス・マージン20.84%純利益率21.09%有利子負債／自己資本比率30.3%DIALOG の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.5%現在の配当利回り18%配当性向DIALOG 配当は確実ですか？DIALOG 配当履歴とベンチマークを見るDIALOG 、いつまでに購入すれば配当金を受け取れますか？Dialog Group Berhad 配当日配当落ち日Jun 10 2026配当支払日Jun 25 2026配当落ちまでの日数18 days配当支払日までの日数33 daysDIALOG 配当は確実ですか？DIALOG 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 08:05終値2026/05/22 00:00収益2026/03/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Dialog Group Berhad 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関Muhammad Afif Bin ZulkapllyAffin Hwang Investment BankKhir GohAmInvestment Bank BerhadAzim Bin Ab RahimBIMB Securities Sdn. Bhd24 その他のアナリストを表示
分析記事 • May 15Earnings Update: Here's Why Analysts Just Lifted Their Dialog Group Berhad (KLSE:DIALOG) Price Target To RM2.43The third-quarter results for Dialog Group Berhad ( KLSE:DIALOG ) were released last week, making it a good time to...
Declared Dividend • May 15Dividend of RM0.017 announcedShareholders will receive a dividend of RM0.017. Ex-date: 10th June 2026 Payment date: 25th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 14Third quarter 2026 earnings released: EPS: RM0.026 (vs RM0.024 in 3Q 2025)Third quarter 2026 results: EPS: RM0.026 (up from RM0.024 in 3Q 2025). Revenue: RM696.9m (up 20% from 3Q 2025). Net income: RM148.3m (up 9.9% from 3Q 2025). Profit margin: 21% (down from 23% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to RM2.32, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 7x in the Energy Services industry in Malaysia. Total returns to shareholders of 4.5% over the past three years.
お知らせ • Mar 17Ocean Fund India Holdings Pte. Ltd. and Circulate Capital Ocean Fund I-B managed by Circulate Capital entered into a Share Purchase Agreement to acquire Dialog Diyou PCR Sdn. Bhd from Diyou PCR Sdn. Bhd. and Dialog Group Berhad (KLSE:DIALOG) for MYR 33 million.Ocean Fund India Holdings Pte. Ltd. and Circulate Capital Ocean Fund I-B managed by Circulate Capital entered into a Share Purchase Agreement to acquire Dialog Diyou PCR Sdn. Bhd from Diyou PCR Sdn. Bhd. and Dialog Group Berhad (KLSE:DIALOG) for MYR 33 million on March 16, 2026. A cash consideration of MYR 2 and of MYR 33 million will be paid directly to Dialog Diyou PCR Sdn. Bhd. to fully repay its bank loan. As part of consideration, MYR 2 is paid towards common equity and MYR 33 million is paid towards non-convertible debt of Dialog Diyou PCR Sdn. Bhd. As of June 30, 2025, Dialog Diyou PCR Sdn. Bhd reported total assets of MYR 33.6 million. The expected completion of the transaction is April 10, 2026.
Reported Earnings • Feb 13Second quarter 2026 earnings released: EPS: RM0.024 (vs RM0.023 loss in 2Q 2025)Second quarter 2026 results: EPS: RM0.024 (up from RM0.023 loss in 2Q 2025). Revenue: RM756.3m (up 11% from 2Q 2025). Net income: RM137.7m (up RM267.2m from 2Q 2025). Profit margin: 18% (up from net loss in 2Q 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 11% per year.
分析記事 • May 15Earnings Update: Here's Why Analysts Just Lifted Their Dialog Group Berhad (KLSE:DIALOG) Price Target To RM2.43The third-quarter results for Dialog Group Berhad ( KLSE:DIALOG ) were released last week, making it a good time to...
Declared Dividend • May 15Dividend of RM0.017 announcedShareholders will receive a dividend of RM0.017. Ex-date: 10th June 2026 Payment date: 25th June 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (18% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 3.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 14Third quarter 2026 earnings released: EPS: RM0.026 (vs RM0.024 in 3Q 2025)Third quarter 2026 results: EPS: RM0.026 (up from RM0.024 in 3Q 2025). Revenue: RM696.9m (up 20% from 3Q 2025). Net income: RM148.3m (up 9.9% from 3Q 2025). Profit margin: 21% (down from 23% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to RM2.32, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 7x in the Energy Services industry in Malaysia. Total returns to shareholders of 4.5% over the past three years.
お知らせ • Mar 17Ocean Fund India Holdings Pte. Ltd. and Circulate Capital Ocean Fund I-B managed by Circulate Capital entered into a Share Purchase Agreement to acquire Dialog Diyou PCR Sdn. Bhd from Diyou PCR Sdn. Bhd. and Dialog Group Berhad (KLSE:DIALOG) for MYR 33 million.Ocean Fund India Holdings Pte. Ltd. and Circulate Capital Ocean Fund I-B managed by Circulate Capital entered into a Share Purchase Agreement to acquire Dialog Diyou PCR Sdn. Bhd from Diyou PCR Sdn. Bhd. and Dialog Group Berhad (KLSE:DIALOG) for MYR 33 million on March 16, 2026. A cash consideration of MYR 2 and of MYR 33 million will be paid directly to Dialog Diyou PCR Sdn. Bhd. to fully repay its bank loan. As part of consideration, MYR 2 is paid towards common equity and MYR 33 million is paid towards non-convertible debt of Dialog Diyou PCR Sdn. Bhd. As of June 30, 2025, Dialog Diyou PCR Sdn. Bhd reported total assets of MYR 33.6 million. The expected completion of the transaction is April 10, 2026.
Reported Earnings • Feb 13Second quarter 2026 earnings released: EPS: RM0.024 (vs RM0.023 loss in 2Q 2025)Second quarter 2026 results: EPS: RM0.024 (up from RM0.023 loss in 2Q 2025). Revenue: RM756.3m (up 11% from 2Q 2025). Net income: RM137.7m (up RM267.2m from 2Q 2025). Profit margin: 18% (up from net loss in 2Q 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 11% per year.
Board Change • Jan 23High number of new directorsExecutive Director & Director of Corporate Strategy Wu Ngau was the last director to join the board, commencing their role in 2026.
お知らせ • Jan 21Dialog Group Berhad Appoints Ngau Wu Wei as Executive Director, Effective January 21, 2026Dialog Group Berhad announced the appointment of Mr. Ngau Wu Wei as Executive Director effective January 21, 2026. Mr. Ngau Wu Wei, aged 49, is a Malaysian national. His directorate is Executive. He holds a Master of Business Administration from MIT Sloan School of Management, USA, a Bachelor of Science in Information and Decision Systems from Carnegie Mellon University, USA, and a Bachelor of Commerce in Accounting and Finance from University of Canterbury, New Zealand. Mr. Ngau Wu Wei has served as Director of Corporate Strategy of DIALOG since November 2018. He joined DIALOG in 2007 and has since held senior leadership roles across sales and marketing, operations, digital and technology, corporate planning, and joint venture management. In April 2021, he was appointed Managing Director of DIALOG Systems (Asia) Pte Ltd. ("DSAPL"), where he oversees international business operations and the Specialist Products and Services division. Prior to joining DIALOG, Mr. Ngau was a Manager at KPMG Consulting/BearingPoint Inc. in New York, providing consulting and advisory services to financial services clients. Mr. Ngau Wu Wei is the child of Tan Sri Dr. Ngau Boon Keat who is the Executive Chairman and major shareholder of Dialog Group Berhad.
分析記事 • Dec 17Why We're Not Concerned About Dialog Group Berhad's (KLSE:DIALOG) Share PriceWith a price-to-earnings (or "P/E") ratio of 33.1x Dialog Group Berhad ( KLSE:DIALOG ) may be sending very bearish...
Upcoming Dividend • Nov 25Upcoming dividend of RM0.018 per shareEligible shareholders must have bought the stock before 02 December 2025. Payment date: 19 December 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Malaysian dividend payers (5.5%). Lower than average of industry peers (3.4%).
お知らせ • Nov 20Dialog Group Berhad Approves Final Single Tier Cash Dividend in Respect of the Financial Year Ended 30 June 2025Dialog Group Berhad at its AGM held on 20 November 2025, approved the payment of a Final Single Tier Cash Dividend of 1.80 sen per ordinary share in respect of the financial year ended 30 June 2025.
分析記事 • Nov 19Dialog Group Berhad (KLSE:DIALOG) Is Due To Pay A Dividend Of MYR0.018Dialog Group Berhad ( KLSE:DIALOG ) will pay a dividend of MYR0.018 on the 19th of December. Based on this payment, the...
Reported Earnings • Nov 19First quarter 2026 earnings released: EPS: RM0.025 (vs RM0.027 in 1Q 2025)First quarter 2026 results: EPS: RM0.025 (down from RM0.027 in 1Q 2025). Revenue: RM657.0m (up 3.6% from 1Q 2025). Net income: RM140.0m (down 7.3% from 1Q 2025). Profit margin: 21% (down from 24% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Oct 19Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: RM0.054 (down from RM0.10 in FY 2024). Revenue: RM2.50b (down 21% from FY 2024). Net income: RM303.8m (down 47% from FY 2024). Profit margin: 12% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Oct 17Dialog Group Berhad, Annual General Meeting, Nov 20, 2025Dialog Group Berhad, Annual General Meeting, Nov 20, 2025, at 10:00 Singapore Standard Time. Location: ballroom 1, 1st floor, sime darby convention centre, 1a, jalan bukit kiara 1, 60000 kuala lumpur, Malaysia
お知らせ • Oct 16Dialog Group Berhad Proposes Final Single Tier Cash Dividend for the Financial Year Ended 30 June 2025Dialog Group Berhad proposed final single tier cash dividend of 1.80 sen per ordinary share in respect of the financial year ended 30 June 2025. The payment of the Final Single Tier Cash Dividend is subject to shareholders' approval at the Company's Thirty-Seventh Annual General Meeting to be held on 20 November 2025.
分析記事 • Sep 10Dialog Group Berhad (KLSE:DIALOG) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 21Full year 2025 earnings released: EPS: RM0.054 (vs RM0.10 in FY 2024)Full year 2025 results: EPS: RM0.054 (down from RM0.10 in FY 2024). Revenue: RM2.50b (down 21% from FY 2024). Net income: RM303.8m (down 47% from FY 2024). Profit margin: 12% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.
分析記事 • Aug 11Why We're Not Concerned About Dialog Group Berhad's (KLSE:DIALOG) Share PriceKLSE:DIALOG 1 Year Share Price vs Fair Value Explore Dialog Group Berhad's Fair Values from the Community and select...
分析記事 • Jul 01Dialog Group Berhad (KLSE:DIALOG) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 6.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.3% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (11% net profit margin).
Upcoming Dividend • Jun 04Upcoming dividend of RM0.013 per shareEligible shareholders must have bought the stock before 11 June 2025. Payment date: 26 June 2025. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Malaysian dividend payers (5.6%). Lower than average of industry peers (3.7%).
Declared Dividend • May 17Dividend of RM0.013 announcedShareholders will receive a dividend of RM0.013. Ex-date: 11th June 2025 Payment date: 26th June 2025 Dividend yield will be 2.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 88% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 16Third quarter 2025 earnings released: EPS: RM0.024 (vs RM0.028 in 3Q 2024)Third quarter 2025 results: EPS: RM0.024 (down from RM0.028 in 3Q 2024). Revenue: RM578.8m (down 18% from 3Q 2024). Net income: RM135.0m (down 14% from 3Q 2024). Profit margin: 23% (up from 22% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 2.3% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 11% per year.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to RM1.67, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 6x in the Energy Services industry in Malaysia. Total loss to shareholders of 23% over the past three years.
分析記事 • May 09Dialog Group Berhad's (KLSE:DIALOG) P/E Is Still On The Mark Following 37% Share Price BounceDialog Group Berhad ( KLSE:DIALOG ) shareholders are no doubt pleased to see that the share price has bounced 37% in...
分析記事 • Apr 22Dialog Group Berhad (KLSE:DIALOG) Is Reinvesting At Lower Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to RM1.23, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 7x in the Energy Services industry in Malaysia. Total loss to shareholders of 51% over the past three years.
分析記事 • Mar 12Dialog Group Berhad (KLSE:DIALOG) Stocks Pounded By 27% But Not Lagging Market On Growth Or PricingThe Dialog Group Berhad ( KLSE:DIALOG ) share price has fared very poorly over the last month, falling by a substantial...
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM3.16b to RM2.91b. EPS estimate also fell from RM0.114 per share to RM0.082 per share. Net income forecast to grow 64% next year vs 3.7% growth forecast for Energy Services industry in Malaysia. Consensus price target down from RM2.66 to RM2.29. Share price fell 10% to RM1.62 over the past week.
Price Target Changed • Feb 14Price target decreased by 10% to RM2.35Down from RM2.62, the current price target is an average from 14 analysts. New target price is 50% above last closing price of RM1.57. Stock is down 16% over the past year. The company is forecast to post earnings per share of RM0.088 for next year compared to RM0.10 last year.
お知らせ • Feb 14Dialog Group Berhad Announces Resignation of Zainab Binti Mohd Salleh as Joint Company SecretaryDialog Group Berhad announced resignation of Zainab Binti Mohd Salleh as Joint Company Secretary. Date of Change is February 14, 2025. Puan Zainab Binti Mohd Salleh continues to hold the positions of Group Chief Financial Officer and Executive Director of DIALOG Group Berhad.
New Risk • Feb 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (11% net profit margin).
分析記事 • Jan 21We Think Dialog Group Berhad (KLSE:DIALOG) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jan 06There Are Reasons To Feel Uneasy About Dialog Group Berhad's (KLSE:DIALOG) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Upcoming Dividend • Nov 26Upcoming dividend of RM0.028 per shareEligible shareholders must have bought the stock before 03 December 2024. Payment date: 20 December 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Malaysian dividend payers (4.9%). In line with average of industry peers (2.2%).
分析記事 • Nov 22Dialog Group Berhad's (KLSE:DIALOG) Dividend Will Be Increased To MYR0.028The board of Dialog Group Berhad ( KLSE:DIALOG ) has announced that the dividend on 20th of December will be increased...
お知らせ • Nov 21Dialog Group Berhad Approves Final Single Tier Cash Dividend for the Financial Year Ended 30 June 2024Dialog Group Berhad announced that at the AGM held on November 21, 2024, approved final single tier cash dividend of 2.80 sen per ordinary share for the financial year ended 30 June 2024.
Reported Earnings • Oct 24Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: RM0.10 (up from RM0.09 in FY 2023). Revenue: RM3.15b (up 5.0% from FY 2023). Net income: RM575.0m (up 13% from FY 2023). Profit margin: 18% (up from 17% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.4% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
分析記事 • Oct 23Dialog Group Berhad's (KLSE:DIALOG) Dividend Will Be Increased To MYR0.028Dialog Group Berhad ( KLSE:DIALOG ) will increase its dividend on the 20th of December to MYR0.028, which is 17% higher...
Declared Dividend • Oct 23Final dividend increased to RM0.028Dividend of RM0.028 is 17% higher than last year. Ex-date: 3rd December 2024 Payment date: 20th December 2024 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 21Dialog Group Berhad, Annual General Meeting, Nov 21, 2024Dialog Group Berhad, Annual General Meeting, Nov 21, 2024, at 10:00 Singapore Standard Time. Location: training room, level 5, dialog tower, no. 15, jalan pju 7/5, mutiara damansara, 47810 petaling jaya, selangor darul ehsan, Malaysia
お知らせ • Oct 08Dialog Group Berhad Promotes Encik Mustaffa Kamal Bin Abu Bakar to Chief Executive OfficerDialog Group Berhad announced the promotion of Encik Mustaffa Kamal Bin Abu Bakar to Chief Executive Officer. Age is 60, Date of change is 07 October 2024. Qualifications: Degree in Mechanical Engineering from Nevada-Reno University, USA. Working experience and occupation: Encik Mustaffa Kamal Bin Abu Bakar has more than 37 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 and specialised services. He is also a Council Member of the Malaysian Gas Association. He joined the Group 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 to Group Managing Director for Malaysia Business Operations on 1 November 2009 and later appointed as the Chief Operating Officer of DIALOG on 10 October 2014.
分析記事 • Oct 08Here's Why Dialog Group Berhad (KLSE:DIALOG) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Oct 07Dialog Group Berhad Announces Keith Collins Assumes the Role of Chief Operating OfficerThe Board of Directors of Dialog Group Berhad announced that in line with DIALOG’s business strategies and succession planning for DIALOG to remain resilient and committed to creating sustainable value for all stakeholders, Mr. Keith Collins, who was the Managing Director of Upstream Oil and Gas and is a member of the Executive Leadership Team, has assumed the role of Chief Operating Officer, effective 7 October 2024. Mr. Keith Collins is a British, aged 63 and holds a degree in Chemical Engineering from the University of Manchester, United Kingdom. He has more than 41 years of oil and gas experience, and has considerable expertise in upstream management, drilling, completion, and field development activities abroad and in Malaysia. Prior to joining DIALOG, he was the CEO of Vestigo Petroleum, a wholly owned subsidiary of PETRONAS Carigali for 7 years. In 2021, he joined DIALOG as the Managing Director of Upstream Oil and Gas.
お知らせ • Sep 24+ 2 more updatesDialog Group Berhad Announces the Appointment of Bernard Rene Francois Di Tullio as Independent and Non Executive Member of Remuneration CommitteeDialog Group Berhad announced the appointment of Mr. Bernard Rene Francois Di Tullio, age 75, as Independent and Non Executive Member of Remuneration Committee. Composition of Remuneration Committee (Name and Directorate of members after change): Juniwati Rahmat Hussin (Independent Non-Executive Director) - Chairman; Dato' Ismail Bin Karim (Independent Non-Executive Director); Chin Kwai Fatt (Senior Independent Non-Executive Director); Bernard Rene Francois Di Tullio (Independent Non-Executive Director). Date of change is September 24, 2024.
分析記事 • Sep 23Is Dialog Group Berhad (KLSE:DIALOG) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Aug 18Analyst Estimates: Here's What Brokers Think Of Dialog Group Berhad (KLSE:DIALOG) After Its Annual ReportIt's been a good week for Dialog Group Berhad ( KLSE:DIALOG ) shareholders, because the company has just released its...
Reported Earnings • Aug 16Full year 2024 earnings released: EPS: RM0.10 (vs RM0.09 in FY 2023)Full year 2024 results: EPS: RM0.10 (up from RM0.09 in FY 2023). Revenue: RM3.15b (up 5.0% from FY 2023). Net income: RM575.0m (up 13% from FY 2023). Profit margin: 18% (up from 17% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year.
分析記事 • Jul 31Dialog Group Berhad (KLSE:DIALOG) Could Be Struggling To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Jun 25Dialog Group Berhad's (KLSE:DIALOG) Share Price Not Quite Adding UpDialog Group Berhad's ( KLSE:DIALOG ) price-to-earnings (or "P/E") ratio of 24x might make it look like a sell right...
Upcoming Dividend • Jun 05Upcoming dividend of RM0.015 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Malaysian dividend payers (4.3%). Lower than average of industry peers (1.9%).
分析記事 • May 28Is Dialog Group Berhad (KLSE:DIALOG) Trading At A 25% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Dialog Group Berhad fair value estimate is RM3.42 Dialog Group...
Declared Dividend • May 15Dividend of RM0.015 announcedShareholders will receive a dividend of RM0.015. Ex-date: 12th June 2024 Payment date: 27th June 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 10% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 14Third quarter 2024 earnings released: EPS: RM0.028 (vs RM0.023 in 3Q 2023)Third quarter 2024 results: EPS: RM0.028 (up from RM0.023 in 3Q 2023). Revenue: RM702.2m (down 13% from 3Q 2023). Net income: RM156.2m (up 19% from 3Q 2023). Profit margin: 22% (up from 16% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.4% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year.
分析記事 • Apr 22Dialog Group Berhad's (KLSE:DIALOG) Returns On Capital Not Reflecting Well On The BusinessIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Feb 22Earnings Not Telling The Story For Dialog Group Berhad (KLSE:DIALOG) After Shares Rise 27%Dialog Group Berhad ( KLSE:DIALOG ) shareholders would be excited to see that the share price has had a great month...
お知らせ • Feb 21Dialog Group Berhad Not to Recommend Interim Dividend in Respect of the Current Financial Period Ended December 31, 2023The Board of Dialog Group Berhad does not recommend any interim dividend in respect of the current financial period ended December 31, 2023.
お知らせ • Feb 20Dialog Group Berhad Reports Property, Plant and Equipment Written Off for the Three Months Ended December 31, 2023Dialog Group Berhad reported property, plant and equipment written off for the three months ended December 31, 2023. For the period, the company reported property, plant and equipment written off of MYR 41,000.
Reported Earnings • Feb 20Second quarter 2024 earnings released: EPS: RM0.026 (vs RM0.023 in 2Q 2023)Second quarter 2024 results: EPS: RM0.026 (up from RM0.023 in 2Q 2023). Revenue: RM859.2m (up 7.8% from 2Q 2023). Net income: RM148.3m (up 17% from 2Q 2023). Profit margin: 17% (up from 16% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.7% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 19Dialog Group Berhad Appoints Ong Wai Leng as Joint SecretaryDialog Group Berhad announced appointment of Ong Wai Leng as joint secretary. Date of change is 19 February 2024.
分析記事 • Feb 19Calculating The Intrinsic Value Of Dialog Group Berhad (KLSE:DIALOG)Key Insights Dialog Group Berhad's estimated fair value is RM1.92 based on 2 Stage Free Cash Flow to Equity Dialog...
お知らせ • Jan 19Dialog Group Berhad Announces Resignation of Lim Hooi Mooi as Joint SecretaryDialog Group Berhad announced resignation of Lim Hooi Mooi as Joint Secretary. Date Of Change: 19 January 2024.
分析記事 • Jan 19Here's What's Concerning About Dialog Group Berhad's (KLSE:DIALOG) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Jan 04Is Dialog Group Berhad (KLSE:DIALOG) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Nov 24Upcoming dividend of RM0.024 per share at 1.8% yieldEligible shareholders must have bought the stock before 01 December 2023. Payment date: 21 December 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Malaysian dividend payers (5.0%). In line with average of industry peers (1.8%).
お知らせ • Nov 17Dialog Group Berhad (KLSE:DIALOG) agreed to acquire Tarpon Platform Systems Malaysia Sdn. Bhd. and All assets of Tarpon Systems International II, LLC from Tarpon Systems International II, LLC and others for $1.2 million.Dialog Group Berhad (KLSE:DIALOG) agreed to acquire Tarpon Platform Systems Malaysia Sdn. Bhd. and All assets of Tarpon Systems International II, LLC from Tarpon Systems International II, LLC and others for $1.2 million on November 15, 2023. On closing and completion of the relevant formalities for the transfer of shares, Tarpon Malaysia will become a wholly owned subsidiary of DIALOG. The consideration will be funded by internally generated funds. The completion of the relevant formalities for the transfer of shares to DIALOG is expected to be within 1 month from the date of this announcement.
分析記事 • Nov 03Estimating The Intrinsic Value Of Dialog Group Berhad (KLSE:DIALOG)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dialog Group Berhad fair value estimate is RM1.78 Current...
Board Change • Oct 26High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Exec. Deputy Chair of DIALOG Fitzroy Ltd. Group of Companies & Deputy Chair of DIALOG Property NZ Richard Ellis was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: RM0.09 (in line with FY 2022). Revenue: RM3.00b (up 29% from FY 2022). Net income: RM510.5m (flat on FY 2022). Profit margin: 17% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.1%. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.2% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
分析記事 • Oct 18Dialog Group Berhad (KLSE:DIALOG) Is Increasing Its Dividend To MYR0.024Dialog Group Berhad's ( KLSE:DIALOG ) dividend will be increasing from last year's payment of the same period to...
お知らせ • Oct 17Dialog Group Berhad Proposes Final Single Tier Cash Dividend for the Financial Year Ended 30 June 2023, Payable on 21 December 2023Dialog Group Berhad announced final single tier cash dividend of 2.40 sen per ordinary share in respect of the financial year ended 30 June 2023. Ex-Date is 01 December 2023. Entitlement date is 04 December 2023. Payment Date is 21 December 2023. The payment of the Final Single Tier Cash Dividend is subject to shareholders' approval at the Company's Thirty-Fifth Annual General Meeting to be held on 16 November 2023.
分析記事 • Oct 05Does Dialog Group Berhad (KLSE:DIALOG) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Sep 22+ 3 more updatesDialog Group Berhad Announces Redesignation of Juniwati Rahmat Hussin from Member of Remuneration Committee to Independent and Non Executive Chairman of Remuneration CommitteeDialog Group Berhad announced redesignation of JUNIWATI RAHMAT HUSSIN from Member of Remuneration Committee to Independent and Non Executive Chairman of Remuneration Committee. Age 64, Date of change 21 September 2023. Composition of Remuneration Committee(Name and Directorate of members after change) 1) Juniwati Rahmat Hussin (Independent Non-Executive Director) - Chairman, 2) Dato' Ismail Bin Karim (Independent Non-Executive Director), 3) Chin Kwai Fatt (Senior Independent Non-Executive Director).
分析記事 • Aug 21Dialog Group Berhad (KLSE:DIALOG) Will Want To Turn Around Its Return TrendsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Reported Earnings • Aug 16Full year 2023 earnings released: EPS: RM0.091 (vs RM0.09 in FY 2022)Full year 2023 results: EPS: RM0.091 (up from RM0.09 in FY 2022). Revenue: RM3.00b (up 29% from FY 2022). Net income: RM510.5m (flat on FY 2022). Profit margin: 17% (down from 22% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.4% decline forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
分析記事 • Jun 29These 4 Measures Indicate That Dialog Group Berhad (KLSE:DIALOG) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Jun 06Upcoming dividend of RM0.013 per share at 1.6% yieldEligible shareholders must have bought the stock before 12 June 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Malaysian dividend payers (5.4%). In line with average of industry peers (1.6%).
分析記事 • May 21Dialog Group Berhad (KLSE:DIALOG) Is Paying Out A Dividend Of MYR0.013Dialog Group Berhad ( KLSE:DIALOG ) has announced that it will pay a dividend of MYR0.013 per share on the 27th of...
お知らせ • May 19Dialog Group Berhad Announces Interim Cash Dividend for the Financial Year Ending 30 June 2023, Payable on 27 June 2023Dialog Group Berhad announced payment of an interim cash dividend of 1.3 sen per ordinary share held in DIALOG Group Berhad in respect of the financial year ending 30 June 2023. Ex-Date is 12 June 2023; Entitlement date is 13 June 2023; Payment Date is 27 June 2023.
Reported Earnings • May 19Third quarter 2023 earnings released: EPS: RM0.023 (vs RM0.024 in 3Q 2022)Third quarter 2023 results: EPS: RM0.023 (down from RM0.024 in 3Q 2022). Revenue: RM802.8m (up 35% from 3Q 2022). Net income: RM130.8m (down 1.7% from 3Q 2022). Profit margin: 16% (down from 22% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Malaysia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
分析記事 • Apr 12Dialog Group Berhad (KLSE:DIALOG) Might Be Having Difficulty Using Its Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 • Mar 20Is Dialog Group Berhad (KLSE:DIALOG) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 17Second quarter 2023 earnings released: EPS: RM0.023 (vs RM0.023 in 2Q 2022)Second quarter 2023 results: EPS: RM0.023 (in line with 2Q 2022). Revenue: RM797.0m (up 46% from 2Q 2022). Net income: RM127.2m (flat on 2Q 2022). Profit margin: 16% (down from 24% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Energy Services industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 10% per year.
分析記事 • Jan 02Dialog Group Berhad (KLSE:DIALOG) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Dec 16These 4 Measures Indicate That Dialog Group Berhad (KLSE:DIALOG) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Nov 27Dialog Group Berhad (KLSE:DIALOG) Is Increasing Its Dividend To MYR0.021Dialog Group Berhad's ( KLSE:DIALOG ) periodic dividend will be increasing on the 20th of December to MYR0.021, with...
Upcoming Dividend • Nov 23Upcoming dividend of RM0.021 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 20 December 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Malaysian dividend payers (5.2%). In line with average of industry peers (1.6%).
お知らせ • Nov 18+ 2 more updatesDialog Group Berhad Announces Retirement of Cik Siti Khairon Binti Shariff as Independent and Non Executive Member of Audit CommitteeDialog Group Berhad announced retirement of CIK SITI KHAIRON BINTI SHARIFF as Independent and Non Executive Member of Audit Committee. Date of change is November 17, 2022. Age is 68. Composition of Audit Committee: 1) Chin Kwai Fatt (Senior Independent Non-Executive Director) – Chairman, 2) Dato' Ismail Bin Karim (Independent Non-Executive Director) and 3) Juniwati Rahmat Hussin (Independent Non-Executive Director).
