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COMFORT DELGRO - MOVING FORWARD
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Louistan
Senior |
11-Oct-2024 11:48
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If CDG replaces all its taxis with Robotaxis in Singapore in 10 years time by when it might be more acceptable, CDG would be a $10 stock. $500 extra profit per taxi per day as compared to hiring it out. | ||||
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Asdfgh101
Member |
11-Oct-2024 10:13
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Flushing starts! Now is really a good time to pick up | ||||
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Asdfgh101
Member |
10-Oct-2024 13:34
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Great news...let's hope the BBs flush this boy soon so that it can rise from the ash like a phoenix...not too sure why this and venture is lagging behind the STI so much | ||||
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Entropy72
Master |
10-Oct-2024 08:53
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This is significant development for CDG. And bad news for taxi and PHV drivers. However the pace of change can be regulated by LTA based on AV taxi licenses. Both human and AV taxis may co-exists on the roads. Grab will have to shift from asset light to asset heavy business model, in order to benefit from AV taxis. Otherwise, it will be out of business.
CDG will run the AV taxi services in China first and export the capabilities to Singapore / UK / Australia. Already, there are several AV taxi operators in key Chinese cities. Tesla will want to launch AV taxis in US where they are sheltered from Chinese competition. Outside US, Tesla will have hard time competing.
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Asdfgh101
Member |
07-Oct-2024 14:40
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Traditional 7 cents run has yet to appear...will break 155 convincingly end Oct or after 3Q results | ||||
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Entropy72
Master |
27-Sep-2024 23:23
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Of course there is synergy: Rail operations, rail engineering, global procurement etc.
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Alignment
Elite |
27-Sep-2024 20:49
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So many overseas acquisitions spreading itself thin, but no obvious cross border synergies. | ||||
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Panda8
Veteran |
27-Sep-2024 20:43
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This counter not slow and steady, it is slow and stagnant. Covid period I think got 1.7 now only 1.5. Look at all other counters, how many times already ?
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SgYuan
Supreme |
27-Sep-2024 08:44
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SGX Penny Stocks (EW Charts by sgYuan):
comfortdelgro day dn 14.6 144 hold wc ext or w3 up SgYuan: comfortdelgro day w3 up 151 hit 152 dn 14.6 150 hold best w3 up next fib 154 |
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Entropy72
Master |
26-Sep-2024 22:57
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Just realised that CDG is one of top 10 institutional net buy last week. The slow and steady price increase validates the trend. | ||||
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Entropy72
Master |
26-Sep-2024 22:31
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40% of volume today are shorts. Building up.
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Entropy72
Master |
26-Sep-2024 21:48
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Old news. LTA will announce the operator for JRL and/or CRL by end of 2024.
The recent major disruption on EW and Circle lines are unfortunate and caused much upheaval in many commuters lives. The reality is it will probably tilt the tender in favour of SBS transit. ???? Tenders Called to Appoint Operators for Jurong Region Line and Cross Island Line News Releases 09 May 2023 The Land Transport Authority (LTA) has called tenders to appoint operators for the upcoming Jurong Region Line (JRL) and Cross Island Line (CRL). 2. The JRL will support the growth of the Jurong area while the CRL will connect major hubs that are under development in the eastern, western, and north-eastern parts of Singapore such as Jurong Lake District, Punggol Digital District and Changi region. 3. The successful tenderers will be paid a service fee to operate and maintain the JRL and CRL for the first licensing period of nine years, with the possibility of a two-year extension. During the first licensing period of the JRL and CRL, the Government will bear fare revenue risk under the same model as the Thomson-East Coast Line (TEL), given the higher fare revenue and ridership uncertainty in the initial years of operation for such new lines. 4. Upon the expiry of the licence, LTA will review the model for subsequent rail operator licences, taking into consideration the viability and ridership of the lines.Tenders to be called concurrently, with limited participation by foreign operators allowed 5. The tender will be limited to existing rail operators in Singapore ? SMRT Trains and SBS Transit Rail. 6. Foreign operators will be allowed to participate in the JRL and CRL operator tenders as minority partners of joint ventures with SMRT Trains or SBS Transit Rail. The calibrated participation of foreign operators will strengthen our domestic operators? capabilities in operation and maintenance. 7. The tenders to appoint the operators for both lines will be called concurrently. Nonetheless, each bid for each line will be assessed on its own merits, including quality and price. This approach increases the value of the tender and encourages both bidders to submit more competitive bids by taking into account potential savings in the event both lines are operated by the same operator. 8. Subject to the assessment of bids, LTA may award licenses for both lines, or for only JRL, by end of 2024. This would provide sufficient time for operators to ramp up their operations before the initial phases of these lines commence passenger service in 2027 and 2030 respectively. If only the JRL tender is awarded in this round, LTA will appoint the CRL operator at a later juncture. |
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Entropy72
Master |
21-Sep-2024 02:09
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50% volumes on 20 Sep were short sells. This is building up for a surge.
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Entropy72
Master |
12-Sep-2024 18:34
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Same pattern as SingTel.
Daily short volumes have been increasing the past few days. But price still rises. Short sellers think they found a good target and increase their short positions. When institution buy volume continues to overwhelm the sellers / short sellers, the circuit will kick in and propel CDG to new high. |
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Entropy72
Master |
12-Sep-2024 09:59
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Time for CDG to surge! | ||||
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TikTalk
Supreme |
12-Sep-2024 09:54
Yells: "Anyone miss me?" |
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One mouth 5,723,200 swallowed | ||||
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john_ric
Supreme |
10-Sep-2024 11:10
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Approaching 1.5.
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Entropy72
Master |
09-Sep-2024 22:14
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The increase in fares go to government rather than the operators? Operators are paid only based on the contract signed with government.
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Asdfgh101
Member |
09-Sep-2024 21:45
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Here we go more good news to get COMFORTable: SINGAPORE: Bus and train fares will go up by 10 cents per journey for adult commuters from Dec 28, the Public Transport Council (PTC) announced on Monday (Sep 9) after its annual fare review exercise. For concession card holders such as students, seniors and people with disabilities, their public transport fares will increase by 4 cents per journey. ADVERTISEMENT There will be no changes for people who travel with monthly passes. Overall, fares will go up by 6 per cent - less than the 7 per cent increase last year when adult fares rose by 10 to 11 cents per journey. Lower-income households will get public transport vouchers, which can be used to top up fare cards or buy monthly passes. The vouchers this year will be worth S$60 each, compared with the S$50 in vouchers provided last year. ADVERTISEMENT The income criteria for the vouchers will also be raised and made available to households with a monthly household income per person of not more than S$1,800, up from the previous S$1,600. An additional 60,000 households will stand to benefit from the vouchers as a result. WHY FARES ARE GOING UP Explaining the increase, the PTC - Singapore's regulator for public transport fares - said the decision was driven by core inflation and wage growth in 2023. But this was partially moderated by a drop in energy prices from a peak in 2022. These three factors form part of PTC's fare adjustment formula, which derived a 3.3 per cent increase in fares based on inflation, wages and energy prices. On top of that, there is a deferred fare increase quantum of 15.6 per cent from previous years, meaning the maximum allowable fare adjustment this round is 18.9 per cent. ADVERTISEMENT The PTC then decided on a 6 per cent rise, which is less than one-third of the maximum allowable fare increase. This is to cushion commuters from the full fare increase, with the agency saying that it understands that the cost of living remains a concern for Singaporeans. Chairperson of the PTC Janet Ang said the reason for the deferred fare quantum of 15.6 per cent was because the agency did not grant the maximum allowable increase ?as much as we can? to ease the impact on commuters. ?As a result, the deferred quantum from previous years has accumulated, due to sharp increases in energy prices in 2021 and 2022, elevated core inflation, and strong wage growth,? she said. This is the second fare review exercise under the new fare adjustment formula that was announced in April last year. The new formula is aimed at keeping fares affordable and less volatile, the PTC said then, as two components were fixed to reduce swings in fare changes. | ||||
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Entropy72
Master |
05-Sep-2024 10:05
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Thanks for the intel on Conman.
Yes, CDG deserves a place in STI. Spinning off Australia or European unit is also on the radar.
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