DIALOG Analysis:-

Excel – http://lcchong.files.wordpress.com/2014/02/dialog-q2-2014.xlsx

PDF – http://lcchong.files.wordpress.com/2014/02/dialog-q2-2014.pdf

My View:-

- 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 – Q2 2014 Financial Report (13 Feb 2014) http://www.bursamalaysia.com/market/listed-companies/company-announcements/1538729

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