DIALOG–Fundamental Analysis (9 Feb 2014)

DIALOG Analysis:-

Excel – https://lcchong.files.wordpress.com/2014/02/dialog-q1-2014.xlsx

PDF – https://lcchong.files.wordpress.com/2014/02/dialog-q1-2014.pdf

My View:-

– Due to the recent price drop (3.6 –> 3.3), I revisited DIALOG to see whether it is a bargain price or not. 
– Fair values:
  – EY%: 3.22 – 3.85 (I take average of EPS estimation for FY14 and FY15 from 11 analysts)
  – Absolute PE: 2.73 – 3.27 (I take average of EPS estimation for FY14 and FY15 from 11 analysts)
– Based on the current price (3.3 as of 7 Feb 2014), DIALOG is either overvalued or fully valued.
– I will consider to buy DIALOG if it drops below 3.0, or may be at 3.0 (if 3.0 turns out as a support).

Latest Financial – Q1 2014 Financial Report (19 Nov 2013) http://www.bursamalaysia.com/market/listed-companies/company-announcements/1465809

At the time of writing, I did not own shares of DIALOG.

DIALOG-Q1-2014_Page_2

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