DIALOG and DRB HICOM

Received some rumours news on DIALOG and DRBHICOM.

DIALOG in 6 months RM 2.

Let's check the financial results of DIALOG:

EPS at 1.69*4 = 6.76

PE = 1.58/6.76 = 23 X ( QUITE HIGH )

Latest Rolling 4 Quarter/Segment# Results

Quarterly Results

Q1 Q2 Q3 Q4 Q1 Rolling 4 Qtrs 09-2009 12-2009 03-2010 06-2010 09-2010 Turnover ('000) 308,852 275,570 282,774 271,950 263,804 1,094,098 Profit before Tax ('000) 34,351 36,783 41,103 38,812 41,536 158,234 Net Profit ('000)* 26,935 28,627 31,840 28,709 33,094 122,270 EPS (sen)** 1.930 2.060 1.610 1.450 1.690 6.81 DPS (sen) 0.000 0.000 1.300 1.800 0.000 3.100 Special DPS (sen) 0.000 0.000 0.000 0.000 0.000 0.000

IMPORTANT NOTE ON QUARTERLY RESULTS # Segments may not necessarily demonstrate quarterly results due to financial year end changes. *Companies are commonly inaccurate and inconsistent in the reporting of their un-audited quarterly numbers. A simple adoption of quarterly numbers frequently do not tally with the year-to-date numbers due to backward adjustment done by the companies. To correct this frequent inconsistent reporting, EquitiesTracker will adjust the respective quarterly numbers whenever an occurence of the year-to-date total does not tally with the total of individual quarters. **EPS is based on current quarter reporting by the Company and may not tally with year-to-date EPS. This is due to frequent adjustments made by the companies to correct back-dated accounting entries.

DRB HICOM in 6 months RM 2.

What DRB fundamental???

EPS = 6.84 *4 = 27.36

PE = 1.42 / 27.36 = 5.2 X ( DAMN CHEAP, I will heavily consider to swap to this)

Latest Rolling 4 Quarter/Segment# Results

Quarterly Results

Q2 Q3 Q4 Q1 Q2 Rolling 4 Qtrs 09-2009 12-2009 03-2010 06-2010 09-2010 Turnover ('000) 1,531,731 1,573,071 1,590,083 1,553,583 1,647,676 6,364,413 Profit before Tax ('000) 76,662 175,457 318,787 223,475 186,171 903,890 Net Profit ('000)* 61,737 103,528 259,360 157,783 132,191 652,862 EPS (sen)** 3.190 5.360 13.410 8.160 6.840 33.77 DPS (sen) 0.000 1.500 2.500 0.000 0.000 4.000 Special DPS (sen) 0.000 0.000 0.000 0.000 0.000 0.000

IMPORTANT NOTE ON QUARTERLY RESULTS # Segments may not necessarily demonstrate quarterly results due to financial year end changes. *Companies are commonly inaccurate and inconsistent in the reporting of their un-audited quarterly numbers. A simple adoption of quarterly numbers frequently do not tally with the year-to-date numbers due to backward adjustment done by the companies. To correct this frequent inconsistent reporting, EquitiesTracker will adjust the respective quarterly numbers whenever an occurence of the year-to-date total does not tally with the total of individual quarters. **EPS is based on current quarter reporting by the Company and may not tally with year-to-date EPS. This is due to frequent adjustments made by the companies to correct back-dated accounting entries.

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