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BetterStill Veteran	18-Sep-2017 20:34        BetterStill About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any chance to have a glance at Grab annual report? Just wonder whether they sufficient monies for their staffs salaries or not ? Why comfort head yet resign till now ? Seems they are much more relax than us....
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edwinjup Supreme	18-Sep-2017 20:27        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Govt shouldn't let those empty taxi chop the hdb carpark.... wanglausern      ( Date: 18-Sep-2017 18:47) Posted: My nephew who used to drive for Comfort, last month switched to Grab. When he returned his  taxi to Comfort, the company made arrangements to  reimburse him  parking fee for him to park the returned taxi in his HDB estate because Comfort has run out of parking space.
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KiLrOy Elite	18-Sep-2017 20:20        KiLrOy About Contact  Quote this Post! Style: Combined   Mood: Yells: "I buy only what I can see."
x 0   x 0  Alert Admin	I' d love to hear some insider news if any head has rolled with all these saga~ FATABA      ( Date: 18-Sep-2017 15:29) Posted: Honestly there are too much focus in the taxi division which is affecting CDG coming results.  I guess the talk w Uber and recent Grab promotions is costly to CDG.   ​ However, other divisions are also receiving bad news. Less contract in mrt line. Vicom revenue shld be down w less taxi.  ​ Unless there is a major re-structure ....I guess CDG might see the $2 mark. Currently its having PE of aro 1.79  ​ W less earnings ( yes it still profitable) there is a possibility of a cut in dividends.  DYODD
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wanglausern Senior	18-Sep-2017 18:47        wanglausern About Contact  Quote this Post!
x 0   x 0  Alert Admin	My nephew who used to drive for Comfort, last month switched to Grab. When he returned his  taxi to Comfort, the company made arrangements to  reimburse him  parking fee for him to park the returned taxi in his HDB estate because Comfort has run out of parking space.
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sgtrader18 Veteran	18-Sep-2017 18:39        sgtrader18 About Contact  Quote this Post!   Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist."
x 0   x 0  Alert Admin	so who will suffer in the end?? wanglausern      ( Date: 18-Sep-2017 18:34) Posted: $600k in four days is small change for Grab. DiDi and SoftBank just invested US$2b with Grab and Toyota Motor is also planning to join in. investshare      ( Date: 18-Sep-2017 16:11) Posted: Wow 4 days Grab burn $600k
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wanglausern Senior	18-Sep-2017 18:34        wanglausern About Contact  Quote this Post!
x 0   x 0  Alert Admin	$600k in four days is small change for Grab. DiDi and SoftBank just invested US$2b with Grab and Toyota Motor is also planning to join in. investshare      ( Date: 18-Sep-2017 16:11) Posted: Wow 4 days Grab burn $600k! MonkeyKingGod      ( Date: 18-Sep-2017 15:15) Posted: ya lor. $6 off for first 100k redemption means -600k excluding the $4/$5 codes and incentive to drivers. haha oversold liao comfort. win contract, share wont climb, never win drop like sia
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jessicarabbit Member	18-Sep-2017 18:13        jessicarabbit About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tbh I feel like the uber/grab biz model like not v sustainable. How to sustain weekly $4-6 promo codes?? investshare      ( Date: 18-Sep-2017 16:11) Posted: Wow 4 days Grab burn $600k! MonkeyKingGod      ( Date: 18-Sep-2017 15:15) Posted: ya lor. $6 off for first 100k redemption means -600k excluding the $4/$5 codes and incentive to drivers. haha oversold liao comfort. win contract, share wont climb, never win drop like sia
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edwinjup Supreme	18-Sep-2017 16:16        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Saw one grab car got $500plus income last Fri.....Grab make $100 per car ..Grab got 30 to 40k drivers....Guess how.much they make investshare      ( Date: 18-Sep-2017 16:11) Posted: Wow 4 days Grab burn $600k! MonkeyKingGod      ( Date: 18-Sep-2017 15:15) Posted: ya lor. $6 off for first 100k redemption means -600k excluding the $4/$5 codes and incentive to drivers. haha oversold liao comfort. win contract, share wont climb, never win drop like sia
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investshare Supreme	18-Sep-2017 16:11        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow 4 days Grab burn $600k! MonkeyKingGod      ( Date: 18-Sep-2017 15:15) Posted: ya lor. $6 off for first 100k redemption means -600k excluding the $4/$5 codes and incentive to drivers. haha oversold liao comfort. win contract, share wont climb, never win drop like siao investshare      ( Date: 18-Sep-2017 14:40) Posted: This week Grab promo code only for Mon till Thur.
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FATABA Supreme	18-Sep-2017 15:29        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Honestly there are too much focus in the taxi division which is affecting CDG coming results.  I guess the talk w Uber and recent Grab promotions is costly to CDG.   ​ However, other divisions are also receiving bad news. Less contract in mrt line. Vicom revenue shld be down w less taxi.  ​ Unless there is a major re-structure ....I guess CDG might see the $2 mark. Currently its having PE of aro 1.79  ​ W less earnings ( yes it still profitable) there is a possibility of a cut in dividends.  DYODD
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MonkeyKingGod Senior	18-Sep-2017 15:15        MonkeyKingGod About Contact  Quote this Post!
x 0   x 0  Alert Admin	ya lor. $6 off for first 100k redemption means -600k excluding the $4/$5 codes and incentive to drivers. haha oversold liao comfort. win contract, share wont climb, never win drop like siao investshare      ( Date: 18-Sep-2017 14:40) Posted: This week Grab promo code only for Mon till Thur.
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investshare Supreme	18-Sep-2017 14:40        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	This week Grab promo code only for Mon till Thur.
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MonkeyKingGod Senior	18-Sep-2017 13:43        MonkeyKingGod About Contact  Quote this Post!
x 0   x 0  Alert Admin	the only chance i think that is able to revive this stock is 1) LTA regulate Private hire ( But that goes my weekend breakfast ride/ lunch ride & going home ride) 2) their expansion overseas for bus & etc (since they have business in UK/Aus++++) 3) temasek privatise them for their bus/car-check/railway service - then they will own the whole MRT system in SG. ( valuation is falling but actually comfort is a cashcow with the profits and they can save paying out dividend) 4) Grab/Uber ridership falls when they go listed, showing their p/l to be bleeding badly or they lose funding Observers      ( Date: 18-Sep-2017 11:05) Posted: Don' t think govt interested in their taxi or car repair business. SBStransit? Maybe since they already bought SMRT, can merge together for economy of scale and better control over asset deployment, esp with big data analysis for island wide travel patterns, AI and the future of autonomous vehicles, cost savings and efficiency upgrades are tremendous. CDG' s focus now should be to build up the valuation of SBStransit, as well as proving they have a better operational business (i.e less break downs, more punctual) than SMRT. In the event there is an offer forthcoming, can justify for a premium to valuation (discounted cashflow).  If they are able to sell SBStransit, this warchest might give them a bit more of a fighting chance against Grab.   MonkeyKingGod      ( Date: 18-Sep-2017 09:41) Posted: can you elaborate more on it? lol market cap fell to 4b+ liao, Temasek /GIC can absorb soon if fall more. lo
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investshare Supreme	18-Sep-2017 13:36        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek also own Grab. Starship      ( Date: 18-Sep-2017 13:01) Posted: Temasek' s triplet darlings have become investors' hated step-children. Lol. GuavaXF30      ( Date: 18-Sep-2017 12:07) Posted: Not really surprising. There was a business article last week which already called out their exposure to the taxi meltdown. Comfort Delgro kenna from Uber and Grab. SPH kenna from on-line news and advertisements. Singpost have been sinking since management weaknesses were exposed through their poor corporate practices and governance
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Starship Supreme	18-Sep-2017 13:01        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek' s triplet darlings have become investors' hated step-children. Lol. GuavaXF30      ( Date: 18-Sep-2017 12:07) Posted: Not really surprising. There was a business article last week which already called out their exposure to the taxi meltdown. Comfort Delgro kenna from Uber and Grab. SPH kenna from on-line news and advertisements. Singpost have been sinking since management weaknesses were exposed through their poor corporate practices and governance. Starship      ( Date: 18-Sep-2017 11:23) Posted: Today, nearly all stocks marched up, but Comfort continues to be hammered till unconscious.
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GuavaXF30 Elite	18-Sep-2017 12:07        GuavaXF30 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not really surprising. There was a business article last week which already called out their exposure to the taxi meltdown. Comfort Delgro kenna from Uber and Grab. SPH kenna from on-line news and advertisements. Singpost have been sinking since management weaknesses were exposed through their poor corporate practices and governance. Starship      ( Date: 18-Sep-2017 11:23) Posted: Today, nearly all stocks marched up, but Comfort continues to be hammered till unconscious.
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Starship Supreme	18-Sep-2017 11:23        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today, nearly all stocks marched up, but Comfort continues to be hammered till unconscious.
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Observers Elite	18-Sep-2017 11:05        Observers About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don' t think govt interested in their taxi or car repair business. SBStransit? Maybe since they already bought SMRT, can merge together for economy of scale and better control over asset deployment, esp with big data analysis for island wide travel patterns, AI and the future of autonomous vehicles, cost savings and efficiency upgrades are tremendous. CDG' s focus now should be to build up the valuation of SBStransit, as well as proving they have a better operational business (i.e less break downs, more punctual) than SMRT. In the event there is an offer forthcoming, can justify for a premium to valuation (discounted cashflow).  If they are able to sell SBStransit, this warchest might give them a bit more of a fighting chance against Grab.   MonkeyKingGod      ( Date: 18-Sep-2017 09:41) Posted: can you elaborate more on it? lol market cap fell to 4b+ liao, Temasek /GIC can absorb soon if fall more. lol halleluyah      ( Date: 18-Sep-2017 09:20) Posted: Outstanding order bk of usd 4b as end march...more to come usd 318m oder 2018-2020 delivery....fly arh fly....
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halleluyah Supreme	18-Sep-2017 10:38        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	soli...finger too fat...its fr ah yang babe...... MonkeyKingGod      ( Date: 18-Sep-2017 09:41) Posted: can you elaborate more on it? lol market cap fell to 4b+ liao, Temasek /GIC can absorb soon if fall more. lol halleluyah      ( Date: 18-Sep-2017 09:20) Posted: Outstanding order bk of usd 4b as end march...more to come usd 318m oder 2018-2020 delivery....fly arh fly....
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sgtrader18 Veteran	18-Sep-2017 09:53        sgtrader18 About Contact  Quote this Post!   Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist."
x 0   x 0  Alert Admin	losing ground in many of their business. bus lost market share to new operator, mrt fail to win line, taxi no need say liao.... tormater      ( Date: 18-Sep-2017 09:17) Posted: Dropped so much for not getting Thompson line? Or there is something else? My TP to go in us 2.
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