DIALOG AXIATA PLC (DIAL.N0000)

Thushara Ayya · 76 Buy DIAL.N0000 Tue Aug 25, 2015 9:41 am

Thushara Ayya

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I have some information about it. Pl collect at this level 11.50 is good price. 15/= sure....
Last chance to collect @ 11.50...

soileconomy · 77 Re: DIALOG AXIATA PLC (DIAL.N0000) Tue Aug 25, 2015 10:15 am

soileconomy

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Any crossing at Rs 15??

Thushara Ayya · 78 Re: DIALOG AXIATA PLC (DIAL.N0000) Tue Aug 25, 2015 6:09 pm

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Good chance to collect today @ 11.10 but no money to buy....

Thushara Ayya · 79 Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Sep 02, 2015 8:11 pm

Thushara Ayya

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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....

Dinesh Madushanka · 80 Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Sep 02, 2015 8:56 pm

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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.

Dinesh Madushanka · 81 Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Sep 02, 2015 9:55 pm

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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

tommiya · 82 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Sep 04, 2015 7:49 pm

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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 · 83 Dialog Axiata PLC - Towards 10Bn profit mark again Thu May 05, 2016 2:15 pm

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See.....

charith666lk · 84 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 4:46 pm

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Thushara Ayya wrote:See.....

Reason?

EquityChamp · 85 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 6:53 pm

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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.

Teller · 86 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 10:54 pm

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

chamil1 · 87 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 11:12 pm

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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.

Thushara Ayya · 88 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri May 06, 2016 9:13 am

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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...

Chinwi · 89 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri May 06, 2016 3:14 pm

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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.

EquityChamp · 90 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri May 06, 2016 3:30 pm

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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

EquityChamp · 91 Re: DIALOG AXIATA PLC (DIAL.N0000) Tue May 10, 2016 10:16 am

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As said here you can find my forecast for Q1. I'll keep Q2-Q4 till they publish Q1.

Rs mn	Q4 14	Q1 15	Q2 15	Q3 15	Q4 15	Q1 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%
PAT	1478	1982	1907	679	620	2495
PAT margin	8.6%	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

EquityChamp · 92 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 12, 2016 8:28 am

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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.

ShaneMc · 93 Is it good to buy DIAL.N0000`N? Tue Jul 19, 2016 2:53 am

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Hi,

Is it good to buy Dialog Shares at the moment? Please confirm.

Tnx.

ShaneMc · 94 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Jul 22, 2016 8:47 pm

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Hi all,

Can anyone advice me about Dialog shares???

ShaneMc · 95 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 1:42 am

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Hi,

I am very curious that there are alot of intelligent people in this forum but no one replied to this comment for days...

Its very sad to see that this comment is neglected. If I have good knowledge on stocks I will not ask you people.

I found intelligent people around here and help seekers too.

But I dont know whether you all not like me posting things.

Sadly,
Shane

Teller · 96 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 2:44 am

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Hi Shane, if my memory is OK , I believe dialog has issued more 8000 milliin shares. So very difficult to price appreciation due to high selling . during 2008 time I baught DIAL @ 4.50 rupees also.
But now there is no correction can be happen. In that case we have to,buy in 11 ranges.
Even dial is payING regular dividends but it's not enough compare to current trading price.
How ever based on telecommunication sectors earnings DIAL can trade 13.50 levels.
That's only my opinion .
GL

ShaneMc · 97 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 5:07 am

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Thank you for the advice Teller. Many thanks to coming forward for the reply for the post. Have a best weekend.

Ryan Hudson · 98 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 7:47 am

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Dear Shane

What are the shares you have out of below list?

1. NEST

2. LLUB

3. CCS

4. TJL

5. APLA

6. REG

7. SFIN

8. SAMP

9. VONE

10.VPEL

EquityChamp · 99 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 10:58 am

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You may read this post.
http://forum.srilankaequity.com/t50694-dial-dialog-is-going-to-fly?highlight=dialog+forecast

soileconomy · **100** Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 11:36 am

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Due to the rapid changing of telecommunication technology and beaten tax burden on teleco indusrty at prevailing market conditions,share price appreciation is very remote.They spend more monies on technology updation each and every year.
If tax is adjusted to a reasonable level by authorities and their new ventures on non core business areas may bring more revenue with time .They are into TV,BPO,some remittance products,value added services related to their voice and data services.
Dial is the leading teleco giant and carries a valuable brand name.Accordingly they are benefitted in the competition of its peers.

ShaneMc · **101** Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 10:36 pm

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I had VONE from above list and non of the above I have

EquityChamp · **102** Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Nov 10, 2016 7:34 am

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For your reference. The below is my forecast of Dial for the next two quarters and the FY 16.

Rs Mn	Q1 15	Q2 15	Q3 15	Q4 15	Q1 16	Q2 16	Q3 16	Q4 16	FY 15 A	FY 16 F	YoY
Revenue	17,331	17,745	18,816	20,039	21,157	21,065	22,118	22,339	73,931	86,680	17%
Growth	0.3%	2.4%	6.0%	6.5%	5.6%	-0.4%	5.0%	1.0%
PAT	1,982	1,907	679	620	2,666	2,283	2,322	2,011	5,188	9,282	79%
PAT Margin	11.4%	10.7%	3.6%	3.1%	12.6%	10.8%	10.5%	9.0%

Their EPS is projected to grow by 79% YoY to reach Rs1.14. Also I am projecting a YoY revenue growth of 17% amidst the impact of introducing VAT on telecom services.

At the CMP of 11/40 the stock is trading at a forward PE of 10.0x. This is a stock normally trading around 15x-18x PE with a premium to market PE and amazingly it is now trading at a discount to the market. Since the market was on a long depression it is bound to jump up any moment sooner than later. And when that happens you will see DIAL is trading above Rs17/-. Which means this stock is trading at a 50% discount to its true value.

I am rating DIAL as an AAA+ investment grade stock for your portfolios.

Thanks

EquityChamp · **103** Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Nov 11, 2016 4:05 pm

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Hi Friends,
Now what do you think on my estimate for Q3. Expectation was 2.3Bn and they have release 2.8Bn. What a stock this has been but still today the share dropped by 10 cents.

Are there anyone to share similar forecasted earnings about stocks in this forum. If we can have couple of those here then the discussions will be much more productive.

Thanks

Bullrunner7 · **104** Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Nov 11, 2016 6:40 pm

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Hi EC
Where did you learn to forecast earnings ?
Smile

EquityChamp · **105** Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Nov 11, 2016 8:53 pm

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Bullrunner7 wrote:Hi EC
Where did you learn to forecast earnings ?

From Warren Buffet Very Happy

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DIALOG AXIATA PLC (DIAL.N0000)

76 Buy DIAL.N0000 Tue Aug 25, 2015 9:41 am

Thushara Ayya

77 Re: DIALOG AXIATA PLC (DIAL.N0000) Tue Aug 25, 2015 10:15 am

soileconomy

78 Re: DIALOG AXIATA PLC (DIAL.N0000) Tue Aug 25, 2015 6:09 pm

Thushara Ayya

79 Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Sep 02, 2015 8:11 pm

Thushara Ayya

80 Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Sep 02, 2015 8:56 pm

Dinesh Madushanka

81 Re: DIALOG AXIATA PLC (DIAL.N0000) Wed Sep 02, 2015 9:55 pm

Dinesh Madushanka

82 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Sep 04, 2015 7:49 pm

tommiya

83 Dialog Axiata PLC - Towards 10Bn profit mark again Thu May 05, 2016 2:15 pm

Thushara Ayya

84 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 4:46 pm

charith666lk

85 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 6:53 pm

EquityChamp

86 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 10:54 pm

Teller

87 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 11:12 pm

chamil1

88 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri May 06, 2016 9:13 am

Thushara Ayya

89 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri May 06, 2016 3:14 pm

Chinwi

90 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri May 06, 2016 3:30 pm

EquityChamp

91 Re: DIALOG AXIATA PLC (DIAL.N0000) Tue May 10, 2016 10:16 am

EquityChamp

92 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 12, 2016 8:28 am

EquityChamp

93 Is it good to buy DIAL.N0000`N? Tue Jul 19, 2016 2:53 am

ShaneMc

94 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Jul 22, 2016 8:47 pm

ShaneMc

95 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 1:42 am

ShaneMc

96 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 2:44 am

Teller

97 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 5:07 am

ShaneMc

98 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 7:47 am

Ryan Hudson

99 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 10:58 am

EquityChamp

100 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 11:36 am

soileconomy

101 Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 10:36 pm

ShaneMc

102 Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Nov 10, 2016 7:34 am

EquityChamp

103 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Nov 11, 2016 4:05 pm

EquityChamp

104 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Nov 11, 2016 6:40 pm

Bullrunner7

105 Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Nov 11, 2016 8:53 pm

EquityChamp

106 Re: DIALOG AXIATA PLC (DIAL.N0000)

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