Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

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DLG: Beneficiary of High Oil and Gas Storage Demand

DLG: Major Oil and Gas Storage Increases to Start Soon

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

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Equity Bottom-Up

<ul><li>Strong long-term sales growth, capable of funding growth internally, and low debt levels relative to its sector</li><li>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>DLG signed MoU with State gov’t of Johor to launch Pengerang Phase 3  which should focus more on downstream and further support Pengerang becoming an important storage and trading hub in Asia</li><li>The stock trades above Asian Capital Goods at 18CE* 5.1x 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>

Strong long-term sales growth, capable of funding growth internally, and low debt levels relative to its sectorWell positioned to benefit from the growing demand for oil and gas storage facilities, which is supported by growing demand for oil in AsiaDLG signed MoU with State gov’t of Johor to launch Pengerang Phase 3  which should focus more on downstream and further support Pengerang becoming an important storage and trading hub in AsiaThe stock trades above Asian Capital Goods at 18CE* 5.1x PB, but offers better ROE and a solid balance sheetRisk: Delay in construction of storage facilities* Consensus Estimates

DLG: Signed MoU for Phase 3 of Deepwater Terminal

Dialog Group

DLG: Signed MoU for Phase 3 of Deepwater Terminal