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Latest Forum Topics / ComfortDelGro    Last:1.29 --  Post Reply
ComfortDelGro fundamentally strong but price weak
MonkeyKingGod
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07-Dec-2017 13:44     
 
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 Alert Admin 		Tomorrow no sbs and train take liao

BetterStill      ( Date: 07-Dec-2017 12:37) Posted:

NO point arguing . The price tells everything . Being forced to put fixed deposit , angry!
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BetterStill
Veteran
07-Dec-2017 12:37     
 
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 Alert Admin 		NO point arguing . The price tells everything . Being forced to put fixed deposit , angry!
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Observers
Elite
04-Dec-2017 22:48     
 
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 Alert Admin 		To Grab and Uber investors and backers, they are merely paying for data. And it is this data, quantity and quality, that will ultimately decide who wins in the autonomous taxi/phv arena.

investshare      ( Date: 04-Dec-2017 08:38) Posted:

The difference is, to Grab it is advertising and marketing expense. For CDG, it is bread and butter.

destinykraze      ( Date: 04-Dec-2017 08:31) Posted:

All parties losing net profit, with Comfortdelgro seeing the biggest drop still warrants for share price increase? Think again!
The best situation would be comfort doing their damage control, share price would only maintain at this price range or drop lower over these few years.
Grab and Uber is here to stay.
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oldcoconut
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04-Dec-2017 13:24     
 
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 Alert Admin 		Btos, when is alliance announced? next year?
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sengsk
Elite
04-Dec-2017 09:08     
 
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 Alert Admin 		https://alvinology.com/2017/12/03/singapore-hawker-uncle-vs-taxi-uncle-whos-right-and-whos-wrong/

 
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investshare
Supreme
04-Dec-2017 08:38     
 
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 Alert Admin 		The difference is, to Grab it is advertising and marketing expense. For CDG, it is bread and butter.

destinykraze      ( Date: 04-Dec-2017 08:31) Posted:

All parties losing net profit, with Comfortdelgro seeing the biggest drop still warrants for share price increase? Think again!
The best situation would be comfort doing their damage control, share price would only maintain at this price range or drop lower over these few years.
Grab and Uber is here to stay.
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destinykraze
Elite
04-Dec-2017 08:31     
 
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Yells: "Reality is only a matter of perception"
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 Alert Admin 		All parties losing net profit, with Comfortdelgro seeing the biggest drop still warrants for share price increase? Think again!
The best situation would be comfort doing their damage control, share price would only maintain at this price range or drop lower over these few years.
Grab and Uber is here to stay.
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kerier
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03-Dec-2017 22:16     
 
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 Alert Admin 		thats true, grab will definitely want SG market. but the one to exit the market first, it will be Uber before CDG. 

investshare      ( Date: 02-Dec-2017 12:03) Posted:

"Markets can remain irrational for longer than you can remain solvent" (by John Maynard Keynes).

Grab can continue burning money for longer than CDG can remain profitable.
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investshare
Supreme
02-Dec-2017 12:03     
 
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 Alert Admin 		"Markets can remain irrational for longer than you can remain solvent" (by John Maynard Keynes).

Grab can continue burning money for longer than CDG can remain profitable.
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seba240698
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02-Dec-2017 07:31     
 
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 Alert Admin 		IMHO, alliance will at least reduce the numbers of CDG drivers jumping ship to Grab, but I feel this impact will not be big, but at least something. Another plus point of alliance is CDG can maintain and inspect Uber's 15000 (estimated) PHVs, this will increase its automotive arm's and VICOM's revenue. My conservative estimate of the revenue is $1.2k/car/year X 15,000 = $15mil/year. With declining revenue from the automotive side these few quarters, this peanut is still something to be looked forward to.
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Observers
Elite
01-Dec-2017 20:19     
 
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 Alert Admin 		But CDG is suggesting an alliance with Uber.

My understanding of an alliance is, 有 福 同 享 ， 有 难 同 当 。 So, you think this alliance will make money or burn money?

seba240698      ( Date: 01-Dec-2017 17:22) Posted:

Isn' t the signal from CDG very clear?

CDG is NOT reducing its rental fees (it does give some discounts but that is really peanuts).

CDG is NOT burning any money.

CDG is willing to lose SOME of its taxi market share.

The below are my guesses:-
CDG is waiting for Grab to bleed to death...
CDG is banking on Govt to intervene...
CDG is doing M & A overseas..
CDG is expecting the Grab taxi drivers to go back to CDG after contract ends (do forget there are many taxi drivers who can feedback to CDG managment on Grab operations because MANY of the taxi drivers friends are driving GRAB, CDG knows Grab business inside out)

 

Observers      ( Date: 01-Dec-2017 15:42) Posted:

I think CDG management should send a clear signal via press release/SGX announcement its intention with their taxi business going forward.

If they pledge not to throw good money after bad i.e. engage in a cash burning exercise ala Uber/Grab business model, then I think the downside should be limited as there will still be cashflow available for dividend payment at the group level from its other businesses. Right now, that uncertainty is proving uncomfortable to investors, institutional or retail, who depend on the dividends for meeting obligations elsewhere
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seba240698
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01-Dec-2017 19:15     
 
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 Alert Admin 		That I agree, softbank will not run out of cash, but there is no guarantee it will support Grab all the way especially when it cannot retain drivers. I also agree driverless is their ultimate intent. For what we know, computer will: 1. not reject jobs with low fare/remote location, 2. accept then cancel jobs, 3. switch off apps when need jobs and switch off when tired or not interested, 4. not go office and bang table, 5. not be rude to passengers, 6. not jump ship at the slightest decrease is incentives, 7. not tell their friends in CDG the detail operations of grab, 8. will not complain to authorities. What CDG is having for the past 40 years are now staring starkly at Grab customer service staff.
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investshare
Supreme
01-Dec-2017 18:44     
 
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 Alert Admin 		You are right. I think they are not going to stop soon. Ride hailing is not their intent, it is just the means to their intent. That?s why they can and will continue to spend.

xxadidasxx      ( Date: 01-Dec-2017 18:00) Posted:

They have endless cash but is see when they want to stop playing

investshare      ( Date: 01-Dec-2017 17:53) Posted:

?Wait for Softbank to run out of cash????
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xxadidasxx
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01-Dec-2017 18:00     
 
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 Alert Admin 		They have endless cash but is see when they want to stop playing

investshare      ( Date: 01-Dec-2017 17:53) Posted:

?Wait for Softbank to run out of cash?????

MonkeyKingGod      ( Date: 01-Dec-2017 16:34) Posted:

with their data leakage, crime rate increasing. just need to wait for Softbank to run out of cash soon.

who will want to do this kind of cash-burning business, dont tell me you invest to lose $ leh. if yes, give me faster


quote

Uber' s investor ranks are reshuffling.

At least two big Uber stakeholders have agreed to sell part of their private shares to a group led by Japanese technology conglomerate SoftBank in a deal that lets investors cash out at a discount and could bring management stability to the troubled ride-hailing company.

SoftBank said in a statement Wednesday that Benchmark Capital, Menlo Ventures and other early investors have confirmed intent to sell shares in the company. SoftBank' s offer was expected to be based on a reduced valuation of Uber. The company had been valued at $68.5 billion in a previous stock sale
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investshare
Supreme
01-Dec-2017 17:53     
 
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 Alert Admin 		?Wait for Softbank to run out of cash?????

MonkeyKingGod      ( Date: 01-Dec-2017 16:34) Posted:

with their data leakage, crime rate increasing. just need to wait for Softbank to run out of cash soon.

who will want to do this kind of cash-burning business, dont tell me you invest to lose $ leh. if yes, give me faster


quote

Uber' s investor ranks are reshuffling.

At least two big Uber stakeholders have agreed to sell part of their private shares to a group led by Japanese technology conglomerate SoftBank in a deal that lets investors cash out at a discount and could bring management stability to the troubled ride-hailing company.

SoftBank said in a statement Wednesday that Benchmark Capital, Menlo Ventures and other early investors have confirmed intent to sell shares in the company. SoftBank' s offer was expected to be based on a reduced valuation of Uber. The company had been valued at $68.5 billion in a previous stock sale.

destinykraze      ( Date: 01-Dec-2017 11:17) Posted:

What makes you  think Uber doesn' t have $ to burn. Look at Amazon, it built up it' s empire through debts. They don' t care, as long they can increase their revenue
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oldcoconut
Senior
01-Dec-2017 17:36     
 
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 Alert Admin 		share p go up.n down.

alexchew      ( Date: 01-Dec-2017 17:29) Posted:

wakey... grab/uber is here to stay.. not gg anywhere.. Taxi is here to stay as well.. just, they should know how to fight this battle. If they can' t do anything except to watch grab constantly come up with new ideas to take away their taxi drivers... then, its a slow death.. 

seba240698      ( Date: 01-Dec-2017 17:22) Posted:

Isn' t the signal from CDG very clear?

CDG is NOT reducing its rental fees (it does give some discounts but that is really peanuts).

CDG is NOT burning any money.

CDG is willing to lose SOME of its taxi market share.

The below are my guesses:-
CDG is waiting for Grab to bleed to death...
CDG is banking on Govt to intervene...
CDG is doing M & A overseas..
CDG is expecting the Grab taxi drivers to go back to CDG after contract ends (do forget there are many taxi drivers who can feedback to CDG managment on Grab operations because MANY of the taxi drivers friends are driving GRAB, CDG knows Grab business inside out)

 
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alexchew
Master
01-Dec-2017 17:29     
 
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 Alert Admin 		wakey... grab/uber is here to stay.. not gg anywhere.. Taxi is here to stay as well.. just, they should know how to fight this battle. If they can' t do anything except to watch grab constantly come up with new ideas to take away their taxi drivers... then, its a slow death.. 

seba240698      ( Date: 01-Dec-2017 17:22) Posted:

Isn' t the signal from CDG very clear?

CDG is NOT reducing its rental fees (it does give some discounts but that is really peanuts).

CDG is NOT burning any money.

CDG is willing to lose SOME of its taxi market share.

The below are my guesses:-
CDG is waiting for Grab to bleed to death...
CDG is banking on Govt to intervene...
CDG is doing M & A overseas..
CDG is expecting the Grab taxi drivers to go back to CDG after contract ends (do forget there are many taxi drivers who can feedback to CDG managment on Grab operations because MANY of the taxi drivers friends are driving GRAB, CDG knows Grab business inside out)

 

Observers      ( Date: 01-Dec-2017 15:42) Posted:

I think CDG management should send a clear signal via press release/SGX announcement its intention with their taxi business going forward.

If they pledge not to throw good money after bad i.e. engage in a cash burning exercise ala Uber/Grab business model, then I think the downside should be limited as there will still be cashflow available for dividend payment at the group level from its other businesses. Right now, that uncertainty is proving uncomfortable to investors, institutional or retail, who depend on the dividends for meeting obligations elsewhere
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seba240698
Senior
01-Dec-2017 17:22     
 
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 Alert Admin 		Isn' t the signal from CDG very clear?

CDG is NOT reducing its rental fees (it does give some discounts but that is really peanuts).

CDG is NOT burning any money.

CDG is willing to lose SOME of its taxi market share.

The below are my guesses:-
CDG is waiting for Grab to bleed to death...
CDG is banking on Govt to intervene...
CDG is doing M & A overseas..
CDG is expecting the Grab taxi drivers to go back to CDG after contract ends (do forget there are many taxi drivers who can feedback to CDG managment on Grab operations because MANY of the taxi drivers friends are driving GRAB, CDG knows Grab business inside out)

 

Observers      ( Date: 01-Dec-2017 15:42) Posted:

I think CDG management should send a clear signal via press release/SGX announcement its intention with their taxi business going forward.

If they pledge not to throw good money after bad i.e. engage in a cash burning exercise ala Uber/Grab business model, then I think the downside should be limited as there will still be cashflow available for dividend payment at the group level from its other businesses. Right now, that uncertainty is proving uncomfortable to investors, institutional or retail, who depend on the dividends for meeting obligations elsewhere.

alexchew      ( Date: 01-Dec-2017 14:45) Posted:

comfort taxi biz... hmmm... how about its disel, vicom etc.. intangible effect of its " lao da" status in singapore.. 

you better hope comfort dies quickly rather than a slow death.... 
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MonkeyKingGod
Senior
01-Dec-2017 16:37     
 
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 Alert Admin 		yup I hoping it dies a faster death, hoping Temasek or GIC or someone to take over everything at a premium in between the 52 weeks price

so we can return purple & blue line to Government, 

Return Vicom, driving centre, SBS transit and overseas operation to government.

premium $$$

 

alexchew      ( Date: 01-Dec-2017 14:45) Posted:

comfort taxi biz... hmmm... how about its disel, vicom etc.. intangible effect of its " lao da" status in singapore.. 

you better hope comfort dies quickly rather than a slow death.... 

kangaroo11      ( Date: 01-Dec-2017 12:51) Posted:

taxi is only 1/3 of cdg business.
assuming taxi revenue drop 50%, net impact minus 16-17% only, how to die
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MonkeyKingGod
Senior
01-Dec-2017 16:34     
 
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 Alert Admin 		with their data leakage, crime rate increasing. just need to wait for Softbank to run out of cash soon.

who will want to do this kind of cash-burning business, dont tell me you invest to lose $ leh. if yes, give me faster


quote

Uber' s investor ranks are reshuffling.

At least two big Uber stakeholders have agreed to sell part of their private shares to a group led by Japanese technology conglomerate SoftBank in a deal that lets investors cash out at a discount and could bring management stability to the troubled ride-hailing company.

SoftBank said in a statement Wednesday that Benchmark Capital, Menlo Ventures and other early investors have confirmed intent to sell shares in the company. SoftBank' s offer was expected to be based on a reduced valuation of Uber. The company had been valued at $68.5 billion in a previous stock sale.

destinykraze      ( Date: 01-Dec-2017 11:17) Posted:

What makes you  think Uber doesn' t have $ to burn. Look at Amazon, it built up it' s empire through debts. They don' t care, as long they can increase their revenue.

MonkeyKingGod      ( Date: 01-Dec-2017 10:11) Posted:

haha it is sustainable of cos!

Uber' s  third-quarter loss widens to $743 million

CNBC-28 Nov 2017
Uber' s  quarterly adjusted losses widened to $743 million, up 14 percent from the previous quarter, the Financial Times reported on Tuesday.
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