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ComfortDelGro fundamentally strong but price weak Post Reply Rate topic
oldcoconut Senior	13-Nov-2017 00:45        oldcoconut About Contact  Quote this Post!
x 0   x 0  Alert Admin	Down cos profit 8.2% as expected. The only catalyst is if the alliance is successful. spore1      ( Date: 12-Nov-2017 21:23) Posted: Tmr anyone eyeing to Buy ? Will it go up or down ??
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spore1 Supreme	12-Nov-2017 21:23        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tmr anyone eyeing to Buy ? Will it go up or down ??
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seba240698 Senior	10-Nov-2017 21:34        seba240698 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not singing praises for CDG but just to share how glorious CDG once was. CDG has one of the most sophisicated booking platforms before Grab/Uber came in, it has the lowest taxi fares in all the advanced countries in the world, it uses GPS to send out booking jobs to the nearest taxis more than 10 years back, in fact it has almost 100% success rate for booked taxis to arrive within 10 min except during train breakdown and rainy morning peak hours. It has surge charge and high booking fees to balance demand and supply during peak hours. It is very strict to taxi drivers (in fact too strict, sometimes we have to envy how CDG manages its almost 30,000 taxi drivers (1 taxi has 1.6 drivers)) and now it is passing these difficult taxi drivers to Grab...Do you know how many Grab taxi drivers either switch off Grab apps or totally don' t care about being banned? On figure Grab has 10,000 taxis, actually it has less than 15% of 10,000 (less than 1500) taxi drivers, because taxi drivers only need to fufill 15% AR and excluding those switch off and don' t care ones. Now you know why Grab have round one, two, three to lure CDG drivers?  I think the oly fatal blow to CDG is driverless taxis. I am vested for long term.
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BetterStill Veteran	10-Nov-2017 20:53        BetterStill About Contact  Quote this Post!
x 0   x 0  Alert Admin	If this is the only way out , sounds very pathetic for CDG😱 😱 seba240698      ( Date: 10-Nov-2017 20:20) Posted: The CDG only way to get good terms from the alliance with Uber is to bang on the fact that Uber will exit Singapore if it can't get taxis to their booking platforms. MonkeyKingGod      ( Date: 10-Nov-2017 12:36) Posted: i agree the terms should be hard to start off with - rental for Ubers cars are so low, maybe half of CDG cab - promo codes are giving free ( how to earn $) - incentive (not sure still giving, is draining $ from capital) - Uber is private, can lose $, CDG is listed, need to earn $ who wan to enter a loss- making business, unless, uber can roll out a taxi function and take a cut from CDG
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lynn89 Senior	10-Nov-2017 20:34        lynn89 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	YTD revenue decreased by 2.7%, net profit decreased by 1.6%. Within expectation lah !
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seba240698 Senior	10-Nov-2017 20:20        seba240698 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The CDG only way to get good terms from the alliance with Uber is to bang on the fact that Uber will exit Singapore if it can't get taxis to their booking platforms. MonkeyKingGod      ( Date: 10-Nov-2017 12:36) Posted: i agree the terms should be hard to start off with - rental for Ubers cars are so low, maybe half of CDG cab - promo codes are giving free ( how to earn $) - incentive (not sure still giving, is draining $ from capital) - Uber is private, can lose $, CDG is listed, need to earn $ who wan to enter a loss- making business, unless, uber can roll out a taxi function and take a cut from CDG. seba240698      ( Date: 10-Nov-2017 12:32) Posted: The good thing about alliance with Uber very much depends on the terms and conditions, to be good for CDG, it must get their cars for maintenance and inspections and get their platform to let CDG drivers to get more jobs. Then CDG will gain share price. I think the 2 parties must have a hard time negotiating that's why until today we still cannot see results of alliance....
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seba240698 Senior	10-Nov-2017 20:18        seba240698 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I also don't think CDG-Uber will lift up the share price unless the end are extremely favorable to CDG.
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seba240698 Senior	10-Nov-2017 20:16        seba240698 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now the deciding factor is whether dividends will be cut or not at end of this year, note that the cash flow of 3Q this year actually drops.
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chiachiawee Elite	10-Nov-2017 19:54        chiachiawee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is my target of 1.50 come real soon ? We' ll see how' s the market reaction is. Hiak.
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spore1 Supreme	10-Nov-2017 19:32        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Net profit fall by 8.2%. Taxi rev drop 11.2%. Monday will know how Mkt will react . oldcoconut      ( Date: 10-Nov-2017 18:17) Posted: As expected. Most Analyst predict 10% profit fall. MonkeyKingGod      ( Date: 10-Nov-2017 17:24) Posted: earning out. profit fell beat analyst estimate and surprise by 8%
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BetterStill Veteran	10-Nov-2017 18:55        BetterStill About Contact  Quote this Post!
x 0   x 0  Alert Admin	How low will it go coming Monday ?🤯 🤯
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oldcoconut Senior	10-Nov-2017 18:17        oldcoconut About Contact  Quote this Post!
x 0   x 0  Alert Admin	As expected. Most Analyst predict 10% profit fall. MonkeyKingGod      ( Date: 10-Nov-2017 17:24) Posted: earning out. profit fell beat analyst estimate and surprise by 8%
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central Senior	10-Nov-2017 18:15        central About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/comfortdelgro-reports-82-fall-3q-earnings-801-mil
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MonkeyKingGod Senior	10-Nov-2017 17:24        MonkeyKingGod About Contact  Quote this Post!
x 0   x 0  Alert Admin	earning out. profit fell beat analyst estimate and surprise by 8%
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erhaier Senior	10-Nov-2017 13:43        erhaier About Contact  Quote this Post!
x 0   x 0  Alert Admin	today is the last chance to grab some CD at bargain basement price.
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sengsk Elite	10-Nov-2017 12:45        sengsk About Contact  Quote this Post!
x 0   x 0  Alert Admin	Does anyone know Our VIP Ho...Ho..Ho.. was also a special stakeholder in Grab ? Wish to confirm onto this.
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oldcoconut Senior	10-Nov-2017 12:43        oldcoconut About Contact  Quote this Post!
x 0   x 0  Alert Admin	According to many analysts reports, even if taxi business is zero profit, the cd can still be sustained cos comfort has a very strong cash position n others such as bus n mrt ( ne dt lines) raking profits.So do not e too worried. MonkeyKingGod      ( Date: 10-Nov-2017 12:39) Posted: whether will drop there not, its if people or big volumes will sell on fear. Outlook dont seem good unless the PH crippled after they depletle their cash
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MonkeyKingGod Senior	10-Nov-2017 12:39        MonkeyKingGod About Contact  Quote this Post!
x 0   x 0  Alert Admin	whether will drop there not, its if people or big volumes will sell on fear. Outlook dont seem good unless the PH crippled after they depletle their cash
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oldcoconut Senior	10-Nov-2017 12:37        oldcoconut About Contact  Quote this Post!
x 0   x 0  Alert Admin	fully agree with u. will not fall too low perhaps 1.85 seba240698      ( Date: 10-Nov-2017 11:38) Posted: Agree with you except the $1.60 part, when you fully throw away CDG taxi business, the share price fair value is $1.85, this has been calculated in many reports, so I think the share price will not fall below $1.85, even without Uber alliance.
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MonkeyKingGod Senior	10-Nov-2017 12:36        MonkeyKingGod About Contact  Quote this Post!
x 0   x 0  Alert Admin	i agree the terms should be hard to start off with - rental for Ubers cars are so low, maybe half of CDG cab - promo codes are giving free ( how to earn $) - incentive (not sure still giving, is draining $ from capital) - Uber is private, can lose $, CDG is listed, need to earn $ who wan to enter a loss- making business, unless, uber can roll out a taxi function and take a cut from CDG. seba240698      ( Date: 10-Nov-2017 12:32) Posted: The good thing about alliance with Uber very much depends on the terms and conditions, to be good for CDG, it must get their cars for maintenance and inspections and get their platform to let CDG drivers to get more jobs. Then CDG will gain share price. I think the 2 parties must have a hard time negotiating that's why until today we still cannot see results of alliance.... BetterStill      ( Date: 10-Nov-2017 12:11) Posted: AND can someone enlighten me what?s the excitement for alliance with Uber? My view is Uber is a huge burden . The whole world knew they are in deep debt and their investigators also lost interest to fund in. So comfort is going to use our poor small shareholder monies to support this new brother? At that time not just the share price drop, dividends also gone...my 2 cents.
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