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COMFORT DELGRO - MOVING FORWARD Post Reply Rate topic
Ovywind Veteran	25-Nov-2021 13:00        Ovywind About Contact  Quote this Post!
x 0   x 0  Alert Admin	sold already...patehrtic counter.... Silo1234      ( Date: 25-Nov-2021 11:13) Posted: --- Post Removed by User ---
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Conman Elite	25-Nov-2021 11:11        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correction : Contract ends 2026 not 2016
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Conman Elite	25-Nov-2021 11:09        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Gov WILL NOT buy it out because it is only a contractor working for the gov under a contract till 2016. All the business, rails, trains, buses, depots are state-oqned.. Zoom Bee is only responsible to drive the trains and buses and maintain them. If you have seen how the gov terminate contractors for not performing up to the mark, you will know that this transport contractor can also be terminated and replaced by SMRT over night. Silo1234      ( Date: 25-Nov-2021 08:40) Posted: --- Post Removed by User ---
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Entropy72 Master	25-Nov-2021 09:28        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek is not a shareholder of CDG if I recall correctly.   Australia IPO cancellation is material news so the company should not withold it once the decision is made. The next major impetus for CDG (and many tourism/transport related companies) would be if China chooses to adopt a " live with COVID" rather than " zero COVID" strategy.   Meanwhile, we hope the VTL will keep increasing in destinations and daily quota. slingshotpro      ( Date: 25-Nov-2021 08:51) Posted: Yes, the timing to announce the halting of the Australia ipo is suspicious too, they could have just waited after December to stop Silo1234      ( Date: 25-Nov-2021 08:40) Posted: --- Post Removed by User ---
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slingshotpro Senior	25-Nov-2021 08:51        slingshotpro About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, the timing to announce the halting of the Australia ipo is suspicious too, they could have just waited after December to stop Silo1234      ( Date: 25-Nov-2021 08:40) Posted: --- Post Removed by User ---
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Speediman Veteran	24-Nov-2021 23:25        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	There is 2 positives to stay or out of STI.  If market cap is part of the consideration, mother & father of CDG may just push the shares higher to remain in it.  If CDG is taken out of STI, its not a bad thing either. Some stocks fare better after out of STI / FTSE. Look at SPH...  The govt may buy out CDG bus/rail business just like SMRT. Look at SPH post media exit.
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Conman Elite	24-Nov-2021 19:01        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is prudent to be negative on this Zoom Bee. Besides the STI saga, the company kept silent about what obstacles there were for the Australian IPO but chose to use vague words like 'challenging', 'strategy', 'pririoty' which tell us nothing. To me, to invest too heavily in a big foreign country's essential services is simply unwise. As far as I am concern, it has become a high-risk stock now.
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slingshotpro Senior	24-Nov-2021 12:51        slingshotpro About Contact  Quote this Post!
x 0   x 0  Alert Admin	SIA Engineering, market cap 2.68b, also outside top 40. Why nobody talks about it? ahbui8      ( Date: 24-Nov-2021 11:55) Posted: I strongly believe Olam will be in STI soon, so either CDG or DF will be out. just sooner or later.   Starship      ( Date: 24-Nov-2021 11:35) Posted: DBS Insights Direct 23 Nov 2021 News Analysis: Will CDG be subject to STI deletion? There has been some talk about the potential removal of ComfortDelGro from the STI in the upcoming December review. Below are our findings. In conclusion,  CDG is likely to remain inside  the STI  although it is creeping dangerously close to an index removal.  The below is based on our findings and we may still be wrong due to different interpretations of the rules. A key point of contention is whether eligible securities in rule 5.2.4 takes into account liquidity. We have assumed so from rule 4.1.1. That said, if eligibility does not take into account liquidity, CDG would be subject to STI removal. In summary, to be considered for STI inclusion The stocks need to meet eligibility rules, free float and  liquidity  criteria Reviews in December will be based on STI data on the Monday 4 weeks prior to  review effective date Company will be deleted if it falls to 41st  or below amongst  eligible  securities Other notable points: We believe outside sources have pointed to CDG being ranked 42nd  by market cap. Our analysis used the stock screener on BB where CDG was ranked 41st. In any case, CDG is likely to remain in the index as its rank would be 40th  excluding ineligible securities based on a 42nd  rank. Our calculations for liquidity were based on average volume whereas FTSE Russel uses median volume. Still, given elevated trading volumes earlier this year, average volumes are likely to be skewed higher than median volumes meaning using averages is likely to be more conservative than medians.
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Entropy72 Master	24-Nov-2021 12:43        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Market Capitalisation = Total Outstanding Shares x Last Traded Price  Net Market Capitalisation = Market Capitalisation x Investability Weighting Factor Source:https://sginvestors.io/analysts/sti-straits-times-index-constituents-target-price Entropy72      ( Date: 24-Nov-2021 12:39) Posted: STI companies sorted by net market cap STI companies sorted by market cap
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Entropy72 Master	24-Nov-2021 12:39        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	STI companies sorted by net market cap STI companies sorted by market cap
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ahbui8 Master	24-Nov-2021 11:55        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I strongly believe Olam will be in STI soon, so either CDG or DF will be out. just sooner or later.   Starship      ( Date: 24-Nov-2021 11:35) Posted: DBS Insights Direct 23 Nov 2021 News Analysis: Will CDG be subject to STI deletion? There has been some talk about the potential removal of ComfortDelGro from the STI in the upcoming December review. Below are our findings. In conclusion,  CDG is likely to remain inside  the STI  although it is creeping dangerously close to an index removal.  The below is based on our findings and we may still be wrong due to different interpretations of the rules. A key point of contention is whether eligible securities in rule 5.2.4 takes into account liquidity. We have assumed so from rule 4.1.1. That said, if eligibility does not take into account liquidity, CDG would be subject to STI removal. In summary, to be considered for STI inclusion The stocks need to meet eligibility rules, free float and  liquidity  criteria Reviews in December will be based on STI data on the Monday 4 weeks prior to  review effective date Company will be deleted if it falls to 41st  or below amongst  eligible  securities Other notable points: We believe outside sources have pointed to CDG being ranked 42nd  by market cap. Our analysis used the stock screener on BB where CDG was ranked 41st. In any case, CDG is likely to remain in the index as its rank would be 40th  excluding ineligible securities based on a 42nd  rank. Our calculations for liquidity were based on average volume whereas FTSE Russel uses median volume. Still, given elevated trading volumes earlier this year, average volumes are likely to be skewed higher than median volumes meaning using averages is likely to be more conservative than medians.
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invest8 Senior	24-Nov-2021 11:43        invest8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think doesn' t matter CDG in STI or no in, no big deal no different. Even If out of STI, at most short-term knee jerk reaction and that' s it.. to recover. I rather passenger load, CDG business to recover, covid-19 to be under control.. much more important than CDG to continue in STI.
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Starship Supreme	24-Nov-2021 11:35        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS Insights Direct 23 Nov 2021 News Analysis: Will CDG be subject to STI deletion? There has been some talk about the potential removal of ComfortDelGro from the STI in the upcoming December review. Below are our findings. In conclusion,  CDG is likely to remain inside  the STI  although it is creeping dangerously close to an index removal.  The below is based on our findings and we may still be wrong due to different interpretations of the rules. A key point of contention is whether eligible securities in rule 5.2.4 takes into account liquidity. We have assumed so from rule 4.1.1. That said, if eligibility does not take into account liquidity, CDG would be subject to STI removal. In summary, to be considered for STI inclusion The stocks need to meet eligibility rules, free float and  liquidity  criteria Reviews in December will be based on STI data on the Monday 4 weeks prior to  review effective date Company will be deleted if it falls to 41st  or below amongst  eligible  securities Other notable points: We believe outside sources have pointed to CDG being ranked 42nd  by market cap. Our analysis used the stock screener on BB where CDG was ranked 41st. In any case, CDG is likely to remain in the index as its rank would be 40th  excluding ineligible securities based on a 42nd  rank. Our calculations for liquidity were based on average volume whereas FTSE Russel uses median volume. Still, given elevated trading volumes earlier this year, average volumes are likely to be skewed higher than median volumes meaning using averages is likely to be more conservative than medians.
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James2312 Member	24-Nov-2021 09:51        James2312 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If CDG is really out of STI, the stock price will take a blow. And it will be very difficult to recover as it is no longer a " popular stock" . Price will move better if it' s in the STI, as there is constant buy/sell and instutions will too.Hope it will be still included in STI.
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TigerPlay Master	24-Nov-2021 09:46        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	IMHO at 1.50, 51 52 should be safe to buy. Even during covid, very bad time also around 1.3plus to 1.5plus, so based on logic, this price should be alright lor given now time should be better than that time. dyodd hor
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Speediman Veteran	24-Nov-2021 09:25        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look at all the past news for CDG...most of it are good except not going IPO. Many new contract wins, profit increase, etc.  $1.50 is too cheap.
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Conman Elite	24-Nov-2021 07:30        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Banks' 'analysts' are always bullish because they serve the interest of their banks' private banking departments and trading departments. You follow them you will lose your pants. Silo1234      ( Date: 23-Nov-2021 20:17) Posted: --- Post Removed by User ---
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Sunstar Senior	23-Nov-2021 22:04        Sunstar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree.. I bought some 1.51. not saying her article means sell. Hopefully 1.50 doesn't break which is important support
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Sunstar Senior	23-Nov-2021 19:03        Sunstar About Contact  Quote this Post!
x 0   x 0  Alert Admin	No smoke without fire.. i just googled.. this analyst is cimb head of research. She's sticking her head out to make this daring call. There are institutional clients that cimb is writing for. It's not for retail masses only. So rather err on side of caution. Silo1234      ( Date: 23-Nov-2021 18:39) Posted: --- Post Removed by User ---
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weekaykee Master	23-Nov-2021 15:50        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	CIMB says CDG might be removed from STI index in Dec and likely replaced by OLAM. This may explain for its very recent weakness. It may fall further if this materialises but then again it will be good long term value investment as it drops more.
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