Value Investor's comment on DIALOG. All Comments

Value Investor
7 Like · Reply
Entered 3batches edi, average price at 3.3now!
updated 2March: 3.32 套利,结束Dialog的投资。。
sy cheong
Good buy! Brother
Like · 3 years · translate
Value Investor
Any information about Dialog that u want to share?
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Bernard Tan
Now at critical support
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Laksa K1nG
Edware lately bought QL n Dialog..... these 2 conters really is very good company.... just the price ......
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Laksa K1nG
to be honest yesterday morning i almost buy in at 3.56.......
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Value Investor
I believe we will have a good return in 2021, just hold for long term
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Laksa K1nG
QL n dialog definately are good n safe counter..... just dunno why lately ppl thowing like that....
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Value Investor
Not people, but big investment institutions.. retail investors don’t have that many units
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Value Investor
Second batch 60lots queued at 3.2
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Adam Teo
I hold dialog since 2013, no plan to sell. The company is good, the biz model is robust, need some patience. I guess the fund is flowing to the badly hit cyclical stock due to expectation of normalcy.
3 Like · 3 years · translate
Value Investor
Wow, u collected since 2013, wht a wide decision! That’s is true~
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Atam Hazim
Adam Teo terbaik bossku
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Laksa K1nG
oil up us50 n u drop? how justify ya?
1 Like · 3 years · translate
Laksa K1nG
if Adam bought in between 2013, now his price should be around 1.00 something after so many dividend payout. lol
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Daniel kk
any bad news....??
1 Like · 3 years · translate
Value Investor
Political factors, one of the big institutions check out ~ time for averaging down
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Laksa K1nG
Edward u average down ard? QL seems not good at the moment too....
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Value Investor
Yes, Top up 3.32 4000shares, total 8,000units at 3.415~
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Value Investor
Quinn, the major institutions adjust their investment portfolio, so nothing to worry about
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Laksa K1nG
Hi Edward, im also think as oppoturnity to won QL n Dialog , these both are legend.......
1 Like · 3 years · translate
Value Investor
I think so, let’s top up! UPUPUP~
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Value Investor
Eps r kwp r collecting from foreign investment institutions, manage your investment wisely, collecting in batches, u will have a great return in a year~
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MR A
let gooo...goo...
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Vince Khor
Today will up because RSI and StochRSI shown Oversold... Hopefully gap up!!!!
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Vince Khor
EPF/KWAP may be done another collection today... Saw 1 buy trading of 3,145lots just now for 3.39 at 2.30pm
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Value Investor
No chance to buy more, only two batches
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Laksa K1nG
who so bad q to sell at 3.4 for 12k lot??? ggwp
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Vince Khor
May be another 2,174lots collection of 3.39 by EPF/KWAP at 2.38pm just now... Haha...
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Laksa K1nG
the 3.39 is very intresting, ppl sapu finish, then few k lot come q to sale again... many times d.....
Like · 3 years · translate
Vince Khor
Another 1,014 lots 3.39 at 2.50pm, 2,958 lots 3.39 at 2.53pm and 1,080 lots 3.39 at 3.00pm....All these big volume buying I think may be is EPF/KWAP again
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Value Investor
It is, so sad that political factor affecting the stock market, all foreign investors don’t dare to invest in M T.T *only local investment institutions support the price
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Value Investor
Be patient! Brend oil on its way to USD55!
1 Like · 3 years · translate
Laksa K1nG
brent oil up, but dialog drop......
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MR A
dont worry already made double bottom..u will see the price will rebound from this price
1 Like · 3 years · translate
Atam Hazim
panas engine tu, relax2 haha
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Value Investor
no change to enter the third batches(3.2), ishh
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Laksa K1nG
Edward normally u seperate how many bathes for single stock? or its depend what kind of stock n trending at the moment?
Like · 3 years · translate
Value Investor
Hi, Quinn
First of all, I will choose a company with a trend within two years. Good performance depends on the company's ability to get orders. I'm interested in investing as long as the company keeps expanding and growing within two years. Due to limited capital, it is not suitable for all in. I will enter the market in 3-4 batches, depending on my confidence and grasp of the company.
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Like · 3 years · translate
Value Investor
Regarding the trends, that in the next few years, people will depend on them to live, will be willing to spend and consume, and these things must be irreplaceable, for example oil&gas and solar energy are my current concerns
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1 Like · 3 years · translate
Laksa K1nG
Hi Edward, why not full invest on serbadk instead of dialog? for valuation n growth serbadk looks more valuable? as u said limited capital....
Like · 3 years · translate
Value Investor
Quinn
Cuz Dialog is under value now! Its annual price was 3.3 but I missed it until it rose to 3.99 a few months ago and this month's retracement gave me a chance to get in.. It is well known that it has a stable performance, complementary cycles to its business, and that blue-chip stocks will attract more attention from investors
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Like · 3 years · translate
Value Investor
So I made a lot of changes in my portfolio, putting my money in companies with greater potential
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Value Investor
Serbadk also has two other issues that I'm looking at right now: cash flow and debt,so I’m not gonna all in
Like · 3 years · translate
Laksa K1nG
Edward, Dialog is good company..... klci up, but its drop..... brent oil ard 52.... hope monday selling price not so high liao.... about 3.4 selling force is heavy...... like non stop...mm but buy also a lot....hehehe
1 Like · 3 years · translate
ST T
Dialog businesses have established, but Serbadk is much more aggressive than Dialog now.

For share price % increment, Serbadk will have better potential, but higher risk due to bi debt from aggressive growth.

Serbadk like previous Dialog where Dialog also have huge debt during the businesses aggressive growth.

Current Serbadk situation like previous Dialog. If future Serbadk can success like current Dialog, the potential of share price % increase will be better than Dialog.
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1 Like · 3 years · translate
ST T
Seemed like oil price dropped will be benefitted more for Dialog share price because it is the place to avoid risk of share price dropped in many counters.
So, you can see the share price increased as high as almost close to 4.

But now the oil price start to resume, those money has been shifted from Dialog share to other counters.
Hence, Dialog traded OBV volume continued going down badly for 3 months. So, the share price dropped to 3.3+ like one year ago.
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1 Like · 3 years · translate
ST T
Nevertheless, regardless of oil price increase or dropped, it will still beneficial to Dialog due to the business model is cater to both situation.
So, company earning will be stable for both situation.

But the share price is not like that because it is following the market sentiment.
Oil price drop, avoid risk, buy Dialog share.
Oil price increase, lesser risk, sell Dialog share to take profit and buy other counters to continue make profit.
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1 Like · 3 years · translate
Laksa K1nG
Soon, wellsay..... thumb up, actually u point out my concern and thought which % of return....if i got huge capital, i buy both.....lol hedging....
Like · 3 years · translate
ST T
Super Quinn, if you invest in oil and gas counters, Dialog can be used as hedging tool to protect your capital in other oil and gas counter.
It is super strong during march and onward. almost all oil and gas counters dropped like hell and could not resume, but Dialog dropped not so severe and resume faster and up higher.
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Like · 3 years · translate
Laksa K1nG
Soon, i ard invest on serbadk.... due to oil price is up, recovering theme, im looking for add on.... still wondering go for full serbadk or go for both ...... my limited capital..... TT
Like · 3 years · translate
Laksa K1nG
Dialog lowest also 2.7 during mco, lowest oil price, Dialog boss got mentioned, Oil price up or down, dialog still making money.... i love dialog boss..... lol
Like · 3 years · translate
Laksa K1nG
actually dialog n serbadk generate almost 150mil per qr now. but dialog PE much higher, if based on CAGR , Serbadk look much valuable..... just keep pp, which market disfavour......
Like · 3 years · translate
ST T
My capital is stuck in other non-recovering counters and not able to swing to oil and gas counter.

Oil price could increase to 60, but there is a lot of uncertainty to sustain.
If I have Serbadk, I will put some capital in Dialog share as hedging tool due to unpredictable oil price nowadays subject to economy recovery is U, V, W or K shape recovery.
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Like · 3 years · translate
Laksa K1nG
Soon, hope u not stuck in glove counter then fine d....hahaha ok, hope Monday dialog not gap up, then i sapu 50 lot d....hahaha
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ST T
I stuck at tech, healthcare and other counters, but not glove. Hopefully can clear it soon so that I can catch for serbadk and dialog while serbadk still in 1.65-1.75 and dialog in 3.2-3.4 or even lower.
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Laksa K1nG
Edward, your dialog come back.....hahahaha congrats
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Atam Hazim
hahaha, I'm still at 3rd floor, room 58 ><
Like · 3 years · translate
Value Investor
Profit making now, on its way to 3.6~ Long-term investment does not need to worry about short-term stock price drops. On the contrary, stock price drops are opportunities! TP:3.9 ...Tonight’s crude oil inventory data is the key point. You can decide tomorrow if u want to top up or cut lose.
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3 Like · 3 years · translate
Value Investor
接下来会乘油价飙升而找机会出场了,平均价在3.3 个人不是很满意这次的业绩,所以不会等它的其他业务慢慢转亏为盈,这样会失去很多opportunity cost。。 长期还是看涨的~
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ys lai
Just hold for long term.... close eyes for another 10 years.
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Value Investor
Finally breakout 3.3, take profits at 3.32。。 all the best for those still holding it
1 Like · 3 years · translate
Value Investor
Ys, agree with your thoughts, but I'd rather top up in other potential stocks。。
1 Like · 3 years · translate
Hugo Koh
Average cost 3.3...can take profit 3.32? Don’t forget to cover your brokerage fees oh. Happy Investing??
2 Like · 3 years · translate
Ck Hong
Close green again.
Tomorrow come again ⬆️⬆️⬆️
1 Like · 3 years · translate
Value Investor
Koh, I don't worry about broker fees because I have other investments in my portfolio including speculation, and as long as I can arbitrage at average prices, my trading fees will be covered. Plus I personally use Maybank app to invest, the transaction fees are much cheaper than through a broker
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3 Like · 3 years · translate