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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » DIALOG AXIATA PLC (DIAL.N0000)

DIALOG AXIATA PLC (DIAL.N0000)

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61DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Mar 07, 2013 2:37 pm

smallville


Associate Director - Equity Analytics
Associate Director - Equity Analytics
@The Alchemist wrote:@ Rainmaker (said) - " Now it looks like Axiata may go after Airtel without DIAL"

Hi Rainmaker - However way they do this (if it happens), eventually Axiata must merge it with Dialog for it to make sense. They may buy Airtel Sri-lanka from Bharti Airtel through Axiata (due to Cash Pile at Axiata etc) and then merge it with Dialog through Share Swap whereby Dialog issues new shares in Dialog to Axiata for this merger / acquisition.

Is it really required?

Why cannot Axiata buy Airtel (if they want) and do a name change? scratch

62DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Mar 07, 2013 2:57 pm

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@smallville wrote:
@The Alchemist wrote:@ Rainmaker (said) - " Now it looks like Axiata may go after Airtel without DIAL"

Hi Rainmaker - However way they do this (if it happens), eventually Axiata must merge it with Dialog for it to make sense. They may buy Airtel Sri-lanka from Bharti Airtel through Axiata (due to Cash Pile at Axiata etc) and then merge it with Dialog through Share Swap whereby Dialog issues new shares in Dialog to Axiata for this merger / acquisition.

Is it really required?

Why cannot Axiata buy Airtel (if they want) and do a name change? scratch

@ smallville - you mean Axiata buying Airtel and operating under different name in Sri-Lanka ? Well, it will certainly not be fair to the Minority Shareholders of Dialog if the Controlling Interests run a rival company in the same market. The main reason for them (Axiata) contemplating buying out Airtel is to increase market share from 40 to 48 % (thereby taking out the competition).
If you mean why would'nt Dialog buy Airtel directly and finance through a Rights Issue (Since Parent Axiata has the cash anyways), they may not want to burden the minority shareholders of Dialog with a cash call.

63DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Mar 07, 2013 3:02 pm

rainmaker


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Whatever way it ends up, it is sure to be a very big deal. DIAL approached Tigo at one stage and then withdrew because the price was too high. Then Etisalat came in at a ridiculous price (which was never disclosed)

Now Airtel..... what would the value be. Greater than 5 Billion for sure. What about 10 B, 15 B ????

I don't hold DIAL but I think it is very material to them.

Teller


Moderator
Moderator
DIALOG POSTS 6.1 billion Net Profit for FY 2014 and expects to pay appproximately 1.525 billion as super gain tax.
Wed, Feb 18, 2015, 16:39 Gmt

Feb 18, Colombo: Sri Lanka's premier telecommunications service provider, Dialog Axiata PLC, today announced its consolidated financial results for the year ended 31st December, 2014 of the main company and the Dialog Axiata Group post-consolidation with subsidiaries Dialog Broadband Networks and Dialog Television.

65DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 19, 2015 12:20 am

sprat


Stock Trader
mmm.. this will bring "yahapaalanaya" in the mobile industry in sri lanka.

66DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 19, 2015 12:55 am

omegaplus

omegaplus
Manager - Equity Analytics
Manager - Equity Analytics
@Teller wrote:DIALOG POSTS 6.1 billion Net Profit for FY 2014 and expects to pay appproximately 1.525 billion as super gain tax.
Wed, Feb 18, 2015, 16:39 Gmt

Feb 18, Colombo: Sri Lanka's premier telecommunications service provider, Dialog Axiata PLC, today announced its consolidated financial results for the year ended 31st December, 2014 of the main company and the Dialog Axiata Group post-consolidation with subsidiaries Dialog Broadband Networks and Dialog Television.

So thats good, thy " making profit" and paying tax.Main thing is how they going to use this tax, waste like previous government or use it wisely.

67DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 19, 2015 7:01 am

soileconomy

soileconomy
Vice President - Equity Analytics
Vice President - Equity Analytics
@omegaplus wrote:
@Teller wrote:DIALOG POSTS 6.1 billion Net Profit for FY 2014 and expects to pay appproximately 1.525 billion as super gain tax.
Wed, Feb 18, 2015, 16:39 Gmt

Feb 18, Colombo: Sri Lanka's premier telecommunications service provider, Dialog Axiata PLC, today announced its consolidated financial results for the year ended 31st December, 2014 of the main company and the Dialog Axiata Group post-consolidation with subsidiaries Dialog Broadband Networks and Dialog Television.

So thats good, thy " making profit" and paying tax.Main thing is how they going to use this tax, waste like previous government or use it wisely.
Definitely this will be used for unproductive work.

68DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 19, 2015 7:04 am

Senior Citizen

Senior Citizen
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@soileconomy wrote:
@omegaplus wrote:
@Teller wrote:DIALOG POSTS 6.1 billion Net Profit for FY 2014 and expects to pay appproximately 1.525 billion as super gain tax.
Wed, Feb 18, 2015, 16:39 Gmt

Feb 18, Colombo: Sri Lanka's premier telecommunications service provider, Dialog Axiata PLC, today announced its consolidated financial results for the year ended 31st December, 2014 of the main company and the Dialog Axiata Group post-consolidation with subsidiaries Dialog Broadband Networks and Dialog Television.

So thats good, thy " making profit" and paying tax.Main thing is how they going to use this tax, waste like previous government or use it wisely.
Definitely this will be used for unproductive work.

Build 500,000 houses!

69DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 19, 2015 9:59 am

R_K

R_K
Equity Analytic
Equity Analytic
The Super Gain tax is at an SBU level & hence the total tax liability at a group level is close to a staggering 3.3b.

70DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 19, 2015 10:59 am

Teller

Teller
Moderator
Moderator
Some companies will face cash flow problems due to this tax.also possible negative cash flows in coming years too.


_________________




Teller said is said..

71DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 19, 2015 11:16 am

Spoon

Spoon
Senior Equity Analytic
Senior Equity Analytic
@Teller wrote:Some companies will face cash flow problems due to this tax.also possible negative cash flows in coming years too.

Negative cash flows in the coming years? Why? My understanding is that it's a one time tax and many of these companies, especially Dialog and Access are cash laden companies.

I may be wrong however.

72DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 19, 2015 11:35 am

worthiness


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Profitable large corporations often do their business expansion plans with a view to capture a high market share in a competitive environment. It could be acquisition of business, property, new technology, human assets, sponsorship program, advertisement, & business diversification.

Unexpected super tax imposed has become a huge blow to not only to existing plans to be launched but also cash flow requirements for operational activities & future transactions already locked in.

73DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Feb 19, 2015 11:37 am

Nitro 7


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Well said worthiness.

It's always been a pleasure reading your posts !


@worthiness wrote:Profitable large corporations often do their business expansion plans with a view to capture a high market share in a competitive environment. It could be acquisition of business, property, new technology, human assets, sponsorship program, advertisement,  & business diversification.

Unexpected super tax imposed has become a huge blow to not only to existing plans to be launched but also cash flow requirements for operational activities & future transactions already locked in.

74DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Buy DIAL.N0000 Tue Aug 25, 2015 9:41 am

Thushara Ayya

Thushara Ayya
Vice President - Equity Analytics
Vice President - Equity Analytics
I have some information about it. Pl collect at this level 11.50 is good price. 15/= sure....
Last chance to collect @ 11.50...

75DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Tue Aug 25, 2015 10:15 am

soileconomy

soileconomy
Vice President - Equity Analytics
Vice President - Equity Analytics
Any crossing at Rs 15??

76DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Tue Aug 25, 2015 6:09 pm

Thushara Ayya

Thushara Ayya
Vice President - Equity Analytics
Vice President - Equity Analytics
Good chance to collect today @ 11.10 but no money to buy....

77DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Sep 02, 2015 8:11 pm

Thushara Ayya

Thushara Ayya
Vice President - Equity Analytics
Vice President - Equity Analytics
Did you collect at low price?... I collected some today @ 11.40 too... I have enough qty now.... Please be seated and පටි තද කර ගන්න. It's going to go it's journey... Confirmed....

78DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Sep 02, 2015 8:56 pm

Dinesh Madushanka

Dinesh Madushanka
Equity Analytic
Equity Analytic
dialog is best share but i have no idea it move up to 15 rupees.according to mahesh amaliya join there it go up 13 rupees only.

79DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Sep 02, 2015 9:55 pm

Dinesh Madushanka

Dinesh Madushanka
Equity Analytic
Equity Analytic
according unp governce to plan their income using super gain tax.also they try to submit their budget using (Order Paper)agenda in parliment
it is do that dialog became truble going concern

80DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Sep 04, 2015 7:49 pm

tommiya


Equity Analytic
Equity Analytic
if we have solid information about a probable boost then its appreciated when the information is shared on this page as a percentage of confidence is based on the info. we read here.

Thushara Ayya

Thushara Ayya
Vice President - Equity Analytics
Vice President - Equity Analytics
See.....

82DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 4:46 pm

charith666lk


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Thushara Ayya wrote:See.....
Reason?

83DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 6:53 pm

EquityChamp

EquityChamp
Moderator
Moderator
The Q1 numbers and the outlook for 2016 is going to be better than 2015. You can expect the price will adjust to 2015 beginning level very soon. Already it has passed the January 2016 opening price.

I will publish my forecast for 2016 shortly.

84DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 10:54 pm

Teller

Teller
Moderator
Moderator
Possible to dome Negative impact due to vat increasement and adjustment if taxes


_________________




Teller said is said..

85DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 11:12 pm

chamil1


Manager - Equity Analytics
Manager - Equity Analytics
When foreign buying starts this will move up.

Less linked to performance.

Agree on the tax matter mentioned by Teller as well as exchange rate impact on loans taken.

86DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Fri May 06, 2016 9:13 am

Thushara Ayya

Thushara Ayya
Vice President - Equity Analytics
Vice President - Equity Analytics
@EquityChamp wrote:The Q1 numbers and the outlook for 2016 is going to be better than 2015. You can expect the price will adjust to 2015 beginning level very soon. Already it has passed the January 2016 opening price.

I will publish my forecast for 2016 shortly.

Yes EC, this was in 14/= level those days. This down is due to the Tax imposed by the new govt, can you remember? This should be adjusted to 14 level again. And 2016 is better than 2015 figures...

87DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Fri May 06, 2016 3:14 pm

Chinwi

Chinwi
Associate Director - Equity Analytics
Associate Director - Equity Analytics
When we forecast for 2016 , should we consider the impact of heavy VAT imposed recently ?

Sometimes, it will not only reduce some amounts near bottomline but affect top lines also.
When people see increasing of call charges they may control their spending by reducing call time.
We can study about this phenomena in coming months. Whether the effect is negligible or significant w.r.t. past performances.

For Year ending 31Dec 2015, EPS was 0.64. NAVPS is 5.81.

88DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Fri May 06, 2016 3:30 pm

EquityChamp

EquityChamp
Moderator
Moderator
To give you a hint
Revenue will be impated by the additional call charges to end consumer but this is for PrP customers mainly
Then you need to take into consideration the benefit they are going to get with the qualification of claiming the input taxes which they couldn't do due to VAT exemption. Also their depreciation charges will going to be low as well due to the same reason.
In the final context the profitability won't be impacted as similar to what ever the revenue loss.
Now I have given you a hint so can you guys think of the numbers Very Happy:D:D

89DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Tue May 10, 2016 10:16 am

EquityChamp

EquityChamp
Moderator
Moderator
As said here you can find my forecast for Q1. I'll keep Q2-Q4 till they publish Q1.
Rs mnQ4 14Q1 15Q2 15Q3 15Q4 15Q1 16 F
Revenue  17,278   17,331   17,745   18,816   20,039    20,796
Revenue growth 0.3%2.4%6.0%6.5%3.8%
PAT1478198219076796202495
PAT margin8.6%11.4%10.7%3.6%3.1%12.0%
This year their PAT will be driven by increase in revenue and decrease in foreign exchange losses. So far in 2016 LKR has depreciated only by0.6 rupees against doller

90DIALOG AXIATA PLC (DIAL.N0000) - Page 3 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 12, 2016 8:28 am

EquityChamp

EquityChamp
Moderator
Moderator
Can be a sleeping giant. The daily technical charts are still neutral. The stock was trading @ 14 levels year earlier. One stock expected to regain the lost ground together with JKH & COMB within the next couple of quarters.

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