DIALOG AXIATA PLC (DIAL.N0000)

kavi84 · 1 DIALOG AXIATA PLC (DIAL.N0000) Wed Feb 09, 2011 9:03 pm

kavi84

Senior Equity Analytic

Posts : 92
Equity Stars : 5118
Reputation : 13
Join date : 2011-02-01
Location : Kandy

What do you think of this stock.

Rocky · 2 Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Feb 09, 2011 9:19 pm

Rocky

Senior Manager - Equity Analytics

Posts : 572
Equity Stars : 5771
Reputation : 73
Join date : 2011-02-01

Hans-ome!

is · 3 Dial Wed Feb 09, 2011 10:49 pm

is

Senior Equity Analytic

Posts : 66
Equity Stars : 5013
Reputation : 8
Join date : 2011-02-01
Location : Colombo

soon it will start running away from 11's ...Profit for the year could be between 5-6b's....it looks like dialog turnaround is fine and they are to diversify their business horizontaly towards IT services...(recent announcment)..And also their problem child ,Dialog TV has start generating profit since last Q...

salt · 4 Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Feb 09, 2011 11:20 pm

salt

Vice President - Equity Analytics

Posts : 1345
Equity Stars : 7895
Reputation : 90
Join date : 2011-01-31

better be long on

tubal · 5 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 6:52 am

tubal

Vice President - Equity Analytics

Posts : 1047
Equity Stars : 6360
Reputation : 243
Join date : 2011-01-27

What I don't understand is retailers are willing to buy SLTL trading at forward PE of 34, while refusing to buy DIAL at forward PE of 17 saying it's too liquid. In actual fact, SLTL is #3 in terms of market capitalization while DIAL is #5

Of the two companies, you know which one is more conservative and which one is more innovative

Slstock · 6 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 7:58 am

Slstock

Director - Equity Analytics

Posts : 6610
Equity Stars : 13454
Reputation : 1158
Join date : 2011-01-22

tubal wrote:What I don't understand is retailers are willing to buy SLTL trading at forward PE of 34, while refusing to buy DIAL at forward PE of 17 saying it's too liquid. In actual fact, SLTL is #3 in terms of market capitalization while DIAL is #5

Of the two companies, you know which one is more conservative and which one is more innovative

You have a good point there. This has been stagnant for too long. One reason might be is there are lot of shareholder in the market and every time there is a hint of a run many seller come in to kill it. Need a few institutional buys to prep this up I guess.
High time this went for run anyway.

tubal · 7 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 8:34 am

tubal

Vice President - Equity Analytics

Posts : 1047
Equity Stars : 6360
Reputation : 243
Join date : 2011-01-27

This was declining or flat for almost three weeks in a row! During that time, it went into the oversold territory. Two days back it finally reversed. Now with EPF and a few other local institutional investors being active yesterday, the uptrend might last a few weeks too. The only draw back is foreign funds are still pulling out. And they hold loads and loads of DIAL.

$$$ · 8 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 3:15 pm

$$$

Senior Manager - Equity Analytics

Posts : 304
Equity Stars : 5295
Reputation : 24
Join date : 2011-01-27

yes and there are loads of people who have been stuck with Dial since post IPO days and are waiting to get out ...I know some of them personally their exit points are 14, 17 and 20 so the moment there is a hint of an upward trend sellers flock like bees to honey. It's worth more than Rs.11 though for heavens sake. But I'm not jumping on th eband wagon either cos you have to wait for yonks to see an upward trend all the while you see crap stocks chugging away.

Share volume wise Dilaog is the bigger out of the two isn't it? prob another reason for the sluggish patttern.

tubal · 9 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 3:36 pm

tubal

Vice President - Equity Analytics

Posts : 1047
Equity Stars : 6360
Reputation : 243
Join date : 2011-01-27

Yes, number of shares of dialog is much higher than SLT but SLT is priced 5 times higher. You are right about people looking to get out at every price level, that's exactly why it's stuck here.

limestone · 10 Dial Thu Feb 10, 2011 7:13 pm

limestone

Manager - Equity Analytics

Posts : 120
Equity Stars : 5070
Reputation : 11
Join date : 2011-02-03

what is the point in buying shares of a company which is running at a loss ?

tubal · 11 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 7:18 pm

tubal

Vice President - Equity Analytics

Posts : 1047
Equity Stars : 6360
Reputation : 243
Join date : 2011-01-27

limestone wrote:what is the point in buying shares of a company which is running at a loss ?

WTH are you talking about? We are talking about DIAL here.

cselk · 12 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 9:24 pm

cselk

Stock Analytic

Posts : 11
Equity Stars : 4942
Reputation : 2
Join date : 2011-01-30

Man its more than 9 billion shares !!

90% foreign holding..

i feel this is highly highly liquid share..moving 1 - 2 rupees may take ages..but i donno..as i'm not an expert

tubal · 13 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 9:39 pm

tubal

Vice President - Equity Analytics

Posts : 1047
Equity Stars : 6360
Reputation : 243
Join date : 2011-01-27

cselk wrote:Man its more than 9 billion shares !!

90% foreign holding..

i feel this is highly highly liquid share..moving 1 - 2 rupees may take ages..but i donno..as i'm not an expert

Even if you are not an expert you can still read what's said above in this thread regarding liquidity right?

Foreign holding is actually more than 90% but 85% of it will not be sold.

chamil · 14 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Feb 11, 2011 1:54 am

chamil

Stock Analytic

Posts : 14
Equity Stars : 4933
Reputation : 7
Join date : 2011-02-10
Location : Gampaha

Any news on their profit reported in the latest statement to come out? Heard Dialog may reveal a considerable profit in the upcoming report which was approved by the board recently. If this is the case it may surely be reflected in their share price.

anurabw · 15 DIAL Down trend? Thu Jun 09, 2011 12:09 pm

anurabw

Stock Analytic

Posts : 18
Equity Stars : 4867
Reputation : 0
Join date : 2011-05-10
Age : 41
Location : colombo

Whats wrong with Dialog?
Will it be going down further? Is it good to collect now?

UKboy · 16 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Jun 09, 2011 12:19 pm

UKboy

Senior Vice President - Equity Analytics

Posts : 1943
Equity Stars : 7416
Reputation : 391
Join date : 2011-02-08
Location : Earth

anurabw wrote:Whats wrong with Dialog?
Will it be going down further? Is it good to collect now?

http://forum.srilankaequity.com/t4295-what-s-up-with-dial?highlight=DIAL

wmdcf · 17 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Jun 09, 2011 10:07 pm

wmdcf

Manager - Equity Analytics

Posts : 126
Equity Stars : 6133
Reputation : 17
Join date : 2011-01-29

http://www.proactiveinvestors.co.uk/companies/news/29209/dialog-axiata-audio-interview-transcript-with-hans-wijayasuriya-ceo-29209.html

Tiger · 18 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Jun 09, 2011 11:52 pm

Tiger

Assistant Vice President - Equity Analytics

Posts : 700
Equity Stars : 5607
Reputation : 85
Join date : 2011-06-03
Location : Dubai

DIAL down trend but becoming attractive, keep this on radar.

ssb · 19 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Jun 10, 2011 5:50 am

ssb

Manager - Equity Analytics

Posts : 228
Equity Stars : 5146
Reputation : 10
Join date : 2011-04-07
Age : 38

why dialog cash map show red ?????
no buyers

anurabw · 20 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Jun 10, 2011 4:21 pm

anurabw

Stock Analytic

Posts : 18
Equity Stars : 4867
Reputation : 0
Join date : 2011-05-10
Age : 41
Location : colombo

Dialog EPS in 1st quoter 0.17

So EPS =0.17*4= 0.68
PER in TLE = 32.7

Then share price = 0.68*32.7 =22.2

But it is 9.7?

tubal · 21 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jun 11, 2011 11:24 am

tubal

Vice President - Equity Analytics

Posts : 1047
Equity Stars : 6360
Reputation : 243
Join date : 2011-01-27

anurabw wrote:Dialog EPS in 1st quoter 0.17

So EPS =0.17*4= 0.68
PER in TLE = 32.7

Then share price = 0.68*32.7 =22.2

But it is 9.7?

You would be well advised to read the forum's past topics. YOu would learn that

1) you should not annualize EPS by multiplying last quarter by 4 (ask the chicken farmers for details)
2) you can't multiply apples by oranges. (32.7 is trailing PER for the sector, the 0.68 is your forcast EPS, they are apples and oranges).
3) THere are only 2 companies in the telecom sector so using sector PE in any calculation is a bit rediculous to say the least.
4) why would anyone want to buy a share trading at PE 32 when there are plenty of good shares available for picking at PE < 10 ?

gann · 22 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jun 11, 2011 1:09 pm

gann

Senior Manager - Equity Analytics

Posts : 425
Equity Stars : 5559
Reputation : 86
Join date : 2011-01-27

technically if DIAL bounce back after hitting 9.60 could form into a rally. We have to wait and see.

tubal · 23 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jun 11, 2011 2:05 pm

tubal

Vice President - Equity Analytics

Posts : 1047
Equity Stars : 6360
Reputation : 243
Join date : 2011-01-27

gann wrote:technically if DIAL bounce back after hitting 9.60 could form into a rally. We have to wait and see.

well that's true but I was thinking more like 9.40

m2_yapa · 24 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jun 11, 2011 11:21 pm

m2_yapa

Senior Manager - Equity Analytics

Posts : 432
Equity Stars : 5368
Reputation : 30
Join date : 2011-06-01
Location : Colombo

Do not worry guys buy more if you are a long term investor...Tell me Y mr.Senthivir buy dialog....
Meeyak kadanne athalewa kandada boss!

ssb · 25 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Jun 17, 2011 12:34 pm

ssb

Manager - Equity Analytics

Posts : 228
Equity Stars : 5146
Reputation : 10
Join date : 2011-04-07
Age : 38

m2_yapa wrote:Do not worry guys buy more if you are a long term investor...Tell me Y mr.Senthivir buy dialog....
Meeyak kadanne athalewa kandada boss!

i wish what u wish come true,
then it make my wish come true too Smile

Sponsored content

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Latest topics

DIALOG AXIATA PLC (DIAL.N0000)

1 DIALOG AXIATA PLC (DIAL.N0000) Wed Feb 09, 2011 9:03 pm

kavi84

2 Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Feb 09, 2011 9:19 pm

Rocky

3 Dial Wed Feb 09, 2011 10:49 pm

is

4 Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Feb 09, 2011 11:20 pm

salt

5 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 6:52 am

tubal

6 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 7:58 am

Slstock

7 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 8:34 am

tubal

8 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 3:15 pm

$$$

9 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 3:36 pm

tubal

10 Dial Thu Feb 10, 2011 7:13 pm

limestone

11 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 7:18 pm

tubal

12 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 9:24 pm

cselk

13 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 10, 2011 9:39 pm

tubal

14 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Feb 11, 2011 1:54 am

chamil

15 DIAL Down trend? Thu Jun 09, 2011 12:09 pm

anurabw

16 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Jun 09, 2011 12:19 pm

UKboy

17 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Jun 09, 2011 10:07 pm

wmdcf

18 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Jun 09, 2011 11:52 pm

Tiger

19 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Jun 10, 2011 5:50 am

ssb

20 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Jun 10, 2011 4:21 pm

anurabw

21 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jun 11, 2011 11:24 am

tubal

22 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jun 11, 2011 1:09 pm

gann

23 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jun 11, 2011 2:05 pm

tubal

24 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jun 11, 2011 11:21 pm

m2_yapa

25 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Jun 17, 2011 12:34 pm

ssb

26 Re: DIALOG AXIATA PLC (DIAL.N0000)

Sponsored content

New topics