KLSE:DIALOG

Stock Analysis Report

NOT FOR DISTRIBUTION
Header cover image

Dialog Group Berhad

Executive Summary

Dialog Group Berhad, an investment holding company, provides integrated technical services to the upstream, midstream, and downstream sectors in the oil, gas, and petrochemical industries worldwide. More Details


Snowflake Analysis

Adequate balance sheet with acceptable track record.


Similar Companies

Share Price & News

How has Dialog Group Berhad's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: DIALOG is less volatile than 75% of MY stocks over the past 3 months, typically moving +/- 4% a week.

Volatility Over Time: DIALOG's weekly volatility (4%) has been stable over the past year.


Market Performance


7 Day Return

0%

DIALOG

0.3%

MY Energy Services

0.7%

MY Market


1 Year Return

-2.9%

DIALOG

-30.2%

MY Energy Services

2.7%

MY Market

Return vs Industry: DIALOG exceeded the MY Energy Services industry which returned -30.2% over the past year.

Return vs Market: DIALOG underperformed the MY Market which returned 2.7% over the past year.


Shareholder returns

DIALOGIndustryMarket
7 Day0%0.3%0.7%
30 Day-3.5%-4.2%-2.5%
90 Day-11.6%0.6%7.7%
1 Year-2.1%-2.9%-29.5%-30.2%6.0%2.7%
3 Year27.9%24.2%-23.2%-25.2%-3.2%-12.0%
5 Year130.4%117.9%-39.2%-41.4%15.6%-3.5%

Long-Term Price Volatility Vs. Market

How volatile is Dialog Group Berhad's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Dialog Group Berhad undervalued compared to its fair value and its price relative to the market?

30.29x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: DIALOG (MYR3.29) is trading above our estimate of fair value (MYR0.93)

Significantly Below Fair Value: DIALOG is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: DIALOG is poor value based on its PE Ratio (30.3x) compared to the MY Energy Services industry average (15.3x).

PE vs Market: DIALOG is poor value based on its PE Ratio (30.3x) compared to the MY market (18.8x).


Price to Earnings Growth Ratio

PEG Ratio: DIALOG is poor value based on its PEG Ratio (3x)


Price to Book Ratio

PB vs Industry: DIALOG is overvalued based on its PB Ratio (4.3x) compared to the MY Energy Services industry average (0.6x).


Next Steps

Future Growth

How is Dialog Group Berhad forecast to perform in the next 1 to 3 years based on estimates from 15 analysts?

10.2%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: DIALOG's forecast earnings growth (10.2% per year) is above the savings rate (3.7%).

Earnings vs Market: DIALOG's earnings (10.2% per year) are forecast to grow slower than the MY market (19.3% per year).

High Growth Earnings: DIALOG's earnings are forecast to grow, but not significantly.

Revenue vs Market: DIALOG's revenue (11.1% per year) is forecast to grow faster than the MY market (7.1% per year).

High Growth Revenue: DIALOG's revenue (11.1% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: DIALOG's Return on Equity is forecast to be low in 3 years time (14.8%).


Next Steps

Past Performance

How has Dialog Group Berhad performed over the past 5 years?

17.2%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: DIALOG has high quality earnings.

Growing Profit Margin: DIALOG's current net profit margins (30.8%) are higher than last year (25%).


Past Earnings Growth Analysis

Earnings Trend: DIALOG's earnings have grown by 17.2% per year over the past 5 years.

Accelerating Growth: DIALOG's earnings growth over the past year (4.5%) is below its 5-year average (17.2% per year).

Earnings vs Industry: DIALOG earnings growth over the past year (4.5%) underperformed the Energy Services industry 4.5%.


Return on Equity

High ROE: DIALOG's Return on Equity (14.3%) is considered low.


Next Steps

Financial Health

How is Dialog Group Berhad's financial position?


Financial Position Analysis

Short Term Liabilities: DIALOG's short term assets (MYR2.3B) exceed its short term liabilities (MYR1.4B).

Long Term Liabilities: DIALOG's short term assets (MYR2.3B) exceed its long term liabilities (MYR1.5B).


Debt to Equity History and Analysis

Debt Level: DIALOG's debt to equity ratio (44.2%) is considered high.

Reducing Debt: DIALOG's debt to equity ratio has increased from 35.1% to 44.2% over the past 5 years.

Debt Coverage: DIALOG's debt is well covered by operating cash flow (35.7%).

Interest Coverage: DIALOG's interest payments on its debt are well covered by EBIT (9.2x coverage).


Balance Sheet


Next Steps

Dividend

What is Dialog Group Berhad current dividend yield, its reliability and sustainability?

0.94%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: DIALOG's dividend (0.94%) isn’t notable compared to the bottom 25% of dividend payers in the MY market (1.43%).

High Dividend: DIALOG's dividend (0.94%) is low compared to the top 25% of dividend payers in the MY market (4.34%).


Stability and Growth of Payments

Stable Dividend: DIALOG's dividend payments have been volatile in the past 10 years.

Growing Dividend: DIALOG's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonably low payout ratio (28.5%), DIALOG's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: DIALOG's dividends in 3 years are forecast to be well covered by earnings (36.9% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

5.0yrs

Average management tenure


CEO

Dialog Group Berhad has no CEO, or we have no data on them.


Leadership Team

NamePositionTenureCompensationOwnership
Boon Ngau
Co-Founder & Executive Chairmanno datano data2.49%
MYR 461.4m
Yew Chan
Executive Deputy Chairman6.25yrsno data0.63%
MYR 116.4m
Zainab Binti Mohd Salleh
Group Cfo13.67yrsno data0.13%
MYR 24.4m
Mustaffa Bin Abu Bakar
Chief Operating Officer6.25yrsRM2.13mno data
Eng Chew
Senior Managing Director of Group Corporateno dataRM1.98m0%
MYR 0
Lek Tan
Executive Director of Technical4.92yrsno datano data
Kam Ho
Managing Director of Dialog Corporate Social Responsibility (MyKasih)5.08yrsno datano data
Jenny Chok
Head of Group Legal9yrsno datano data
Jessie Ku
Executive Director of Group Human Resourcesno datano datano data
Chong Chong
Managing Director of Engineering Construction & Maintenance and Major Projects1.17yrsno datano data
Andrew Lai
Head of Drilling Fluid Marketing Team & Executive Director of Pacific Advance Composites Sdn Bhd8.92yrsno datano data
Jeffrey Perera
Deputy Chairman of DIALOG Corporate Social Responsibility (MyKasih)0.50yrno datano data

5.0yrs

Average Tenure

62yo

Average Age

Experienced Management: DIALOG's management team is seasoned and experienced (5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Boon Ngau
Co-Founder & Executive Chairmanno datano data2.49%
MYR 461.4m
Yew Chan
Executive Deputy Chairman6.25yrsno data0.63%
MYR 116.4m
Zainab Binti Mohd Salleh
Group Cfo13.67yrsno data0.13%
MYR 24.4m
Andrew Lai
Head of Drilling Fluid Marketing Team & Executive Director of Pacific Advance Composites Sdn Bhd8.92yrsno datano data
Khairon Binti Shariff
Independent Non Executive Director7.75yrsRM154.00kno data
Kamariyah Binti Hamdan
Senior Independent Non-Executive Director1yrRM167.00k0.034%
MYR 6.3m
Juniwati Hussin
Independent & Non-Executive Director0.42yrno data0.00099%
MYR 183.8k
Kwai Chin
Independent Non Executive Director0.17yrno datano data
Mohamad Bin Kassim
Non Independent & Non Executive Director1.17yrsno datano data
Ismail Bin Karim
Independent Non Executive Director3.17yrsRM106.00k0.0011%
MYR 207.9k

3.2yrs

Average Tenure

65yo

Average Age

Experienced Board: DIALOG's board of directors are considered experienced (3.2 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Dialog Group Berhad's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Dialog Group Berhad
  • Ticker: DIALOG
  • Exchange: KLSE
  • Founded: 1984
  • Industry: Oil and Gas Equipment and Services
  • Sector: Energy
  • Market Cap: RM18.562b
  • Shares outstanding: 5.64b
  • Website: https://www.dialogasia.com

Number of Employees


Location

  • Dialog Group Berhad
  • DIALOG TOWER
  • No. 15, Jalan PJU 7/5
  • Petaling Jaya
  • Selangor
  • 47810
  • Malaysia

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
DIALOGKLSE (Bursa Malaysia)YesOrdinary SharesMYMYRJul 1996

Biography

Dialog Group Berhad, an investment holding company, provides integrated technical services to the upstream, midstream, and downstream sectors in the oil, gas, and petrochemical industries worldwide. It off...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/01/16 11:16
End of Day Share Price2021/01/15 00:00
Earnings2020/09/30
Annual Earnings2020/06/30


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.