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

DIALOG AXIATA PLC (DIAL.N0000)

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Thushara Ayya


Vice President - Equity Analytics
Vice President - Equity Analytics
See.....

82DIALOG AXIATA PLC (DIAL.N0000) - Page 5 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 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu May 05, 2016 6:53 pm

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

Teller


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

85DIALOG AXIATA PLC (DIAL.N0000) - Page 5 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 5 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 5 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 5 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 5 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 5 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.

91DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Is it good to buy DIAL.N0000`N? Tue Jul 19, 2016 2:53 am

ShaneMc


Equity Analytic
Equity Analytic
Hi,

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

Tnx.

92DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Jul 22, 2016 8:47 pm

ShaneMc


Equity Analytic
Equity Analytic
Hi all,

Can anyone advice me about Dialog shares???

93DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 1:42 am

ShaneMc


Equity Analytic
Equity Analytic
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

94DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 2:44 am

Teller

Teller
Moderator
Moderator
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


_________________




Teller said is said..

95DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 5:07 am

ShaneMc


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

96DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 7:47 am

Ryan Hudson


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
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

97DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 10:58 am

EquityChamp

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

98DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 11:36 am

soileconomy

soileconomy
Vice President - Equity Analytics
Vice President - Equity Analytics
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.

99DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Sat Jul 23, 2016 10:36 pm

ShaneMc


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

100DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Thu Nov 10, 2016 7:34 am

EquityChamp

EquityChamp
Moderator
Moderator
For your reference. The below is my forecast of Dial for the next two quarters and the FY 16.
Rs MnQ1 15Q2 15Q3 15Q4 15Q1 16Q2 16Q3 16Q4 16FY 15 AFY 16 FYoY
Revenue  17,331   17,745   18,816   20,039   21,157   21,065   22,118   22,339   73,931   86,680 17%
Growth0.3%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 Margin11.4%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

101DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Nov 11, 2016 4:05 pm

EquityChamp

EquityChamp
Moderator
Moderator
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

102DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Nov 11, 2016 6:40 pm

Bullrunner7

Bullrunner7
Manager - Equity Analytics
Manager - Equity Analytics
Hi EC 
Where did you learn to forecast earnings ? 
Smile

103DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Empty Re: DIALOG AXIATA PLC (DIAL.N0000) Fri Nov 11, 2016 8:53 pm

EquityChamp

EquityChamp
Moderator
Moderator
@Bullrunner7 wrote:Hi EC 
Where did you learn to forecast earnings ? 
Smile
From Warren Buffet Very Happy

ruwan326

ruwan326
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Profits at Dialog Axiata Plc, a wireless mobile and fixed operator grew 21 percent from a year earlier to 2.8 billion rupees from a year earlier, helped by higher mobile and broad band revenues, despite currency depreciation.
The group reported earnings of 35 cents per share for the quarter. For the six months to June Dialog reported earnings of 70 cents per share on total profits that grew 46 percent to 5.7 billion rupees.
Dialog shares closed at 14.20 rupees on Wednesday.
Gross profits for the June quarter grew 17 percent to 12.8 billion rupees, with revenues growing 15.6 percent to 26.6 billion rupees and direct costs growing at a slower 13.8 percent to 13.7 billion rupees.
cont...........
https://economynext.com/Sri_Lanka_Dialog_Axiata_net_profits_up_21_pct_in_June_quarter-3-11485-7.html

DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Dial10

Insights Equity

Insights Equity
Contributor
Contributor
Three Key Takeaways from Dialog Axiata’s 2018 first-half earnings

Sri Lanka (Insights Equity) – Dialog Axiata PLC (DIAL) posted LKR5.7 bn of net earnings for the first half of 2018, a 46 percent growth compared last year’s LKR3.9 bn for the same period, on the back of double-digit top line growth and improved margins.
DIALOG AXIATA PLC (DIAL.N0000) - Page 5 Net_pr11
Read more at:
https://insightsequity.blogspot.com/2018/08/three-key-takeaways-from-dialog-axiatas.html

https://insightsequity.wordpress.com/

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