Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

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DLG (DLG MK): Already Securing Customers for Phase 3

DLG: Signed MoU for Phase 3 of Deepwater Terminal

DLG: Major Oil and Gas Storage Increases to Start Soon

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Equity Bottom-Up

<ul><li>Solid short-term sales momentum, sales on an upcycle trend, and low correlation with western stock markets relative to its sector</li><li>DLG is well positioned to benefit from the growing demand for oil and gas storage facilities, which is supported by growing demand for oil in Asia</li><li>The company has announced to expand the storage capacity of PDT Phase 1 by more than 30% with the completion expected by 2019</li><li>The stock trades above ASEAN Industrials at 17CE* 3.4x PB, but offers better ROE and a solid balance sheet</li><li>Risk: Delay in construction of storage facilities</li></ul><p><em>* Consensus Estimates</em></p>

Solid short-term sales momentum, sales on an upcycle trend, and low correlation with western stock markets relative to its sectorDLG is well positioned to benefit from the growing demand for oil and gas storage facilities, which is supported by growing demand for oil in AsiaThe company has announced to expand the storage capacity of PDT Phase 1 by more than 30% with the completion expected by 2019The stock trades above ASEAN Industrials at 17CE* 3.4x PB, but offers better ROE and a solid balance sheetRisk: Delay in construction of storage facilities* Consensus Estimates

DLG: Beneficiary of High Oil and Gas Storage Demand

Dialog Group

DLG: Beneficiary of High Oil and Gas Storage Demand