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ComfortDelGro fundamentally strong but price weak Post Reply Rate topic
investshare Supreme	24-Aug-2017 11:18        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	The waiting time to get Grab is stretching... bernardc      ( Date: 24-Aug-2017 11:11) Posted: fight for customers. i understand.. ride hailing n uber drivers are their customers..cdg must do some fihting.. now not enouggh taxis/uber grab  drivers?? sgtrader18      ( Date: 24-Aug-2017 11:08) Posted: everyone fight over drivers now/
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bernardc Elite	24-Aug-2017 11:11        bernardc About Contact  Quote this Post!
x 0   x 0  Alert Admin	fight for customers. i understand.. ride hailing n uber drivers are their customers..cdg must do some fihting.. now not enouggh taxis/uber grab  drivers?? sgtrader18      ( Date: 24-Aug-2017 11:08) Posted: everyone fight over drivers now/
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sgtrader18 Veteran	24-Aug-2017 11:08        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	everyone fight over drivers now/
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edwinjup Supreme	24-Aug-2017 10:16        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some drivers say they kanna block from taking grab incentives if they rent cars from uber.... investshare      ( Date: 24-Aug-2017 10:12) Posted: Don't think they can. Grab is short of drivers now. edwinjup      ( Date: 24-Aug-2017 09:18) Posted: If grab block comfort taxi from taking their calls..and uber unable to provide a strong support to them...more will return taxi....comfort brighter spot will be their new mrt line in coming oct...nomore taxi..
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john_ric Supreme	24-Aug-2017 10:16        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	short term wise, the direction of the share is:  shortists will bring it down again.  coz no clear alternative ways of bringing  revenues   to replace losing  cab revenues due to competition from grab/uber. ​ any collaboration with a competitor can at best cut cost  but not generating revenue coz the competitor-partner also needs to increase revenue. collaboration but conflict of  interest. (aka collaboration between china and usa).
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investshare Supreme	24-Aug-2017 10:12        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don't think they can. Grab is short of drivers now. edwinjup      ( Date: 24-Aug-2017 09:18) Posted: If grab block comfort taxi from taking their calls..and uber unable to provide a strong support to them...more will return taxi....comfort brighter spot will be their new mrt line in coming oct...nomore taxi..
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FATABA Supreme	24-Aug-2017 10:11        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Agreed as many CDG cab are alrdy using Grab.  if Grab do this some CDG will switch to other cabs .....more trouble for CDG.  Bright spot is the mrt side.  edwinjup      ( Date: 24-Aug-2017 09:18) Posted: If grab block comfort taxi from taking their calls..and uber unable to provide a strong support to them...more will return taxi....comfort brighter spot will be their new mrt line in coming oct...nomore taxi..
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sgtrader18 Veteran	24-Aug-2017 10:01        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	took uber and its more expensive then grab, taxi cheapest but i lazy to go roadside flag. lets hope uber and cdg can make something good for everyone.
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edwinjup Supreme	24-Aug-2017 09:18        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	If grab block comfort taxi from taking their calls..and uber unable to provide a strong support to them...more will return taxi....comfort brighter spot will be their new mrt line in coming oct...nomore taxi..
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central Senior	23-Aug-2017 15:30        central About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://research.sginvestors.io/2017/08/comfortdelgro-cimb-research-2017-08-23.html
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central Senior	23-Aug-2017 14:46        central About Contact  Quote this Post!
x 0   x 0  Alert Admin	This taxi now   add one more UBER engine ,sure speed   very fast . don' t miss . on call now.
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sgtrader18 Veteran	23-Aug-2017 13:40        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	Running out of steam.
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john_ric Supreme	23-Aug-2017 11:24        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	shortist will short it back to 2.17
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tormater Senior	23-Aug-2017 11:08        tormater About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Surge so much just on the news of possible collaboration. Too risky for me to jump onto it. Congrats to those who jumped in earlier.
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FATABA Supreme	23-Aug-2017 10:43        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Sorry my mistake...refer to the wrong one FATABA      ( Date: 23-Aug-2017 10:34) Posted: Uber is in deep shit .  Actually if not wrong, some CD taxi uncles are alrdy using Grab and are familiar w its appln.  ​ So nothing new to them but officially now another channel. Nothing to lost and as I say win/win in short term  Longer term, CD has to find an alternate cash cow.    ahhuat08      ( Date: 23-Aug-2017 09:42) Posted: Actually should have been alliance with Uber, how come become grab
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ronleech Elite	23-Aug-2017 10:43        ronleech About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Believe in yourself. Ride with the waves......"
x 0   x 0  Alert Admin	Grab in no health too...but look behind the who is the mastermind.. TH.... CDG too big to fall compare to SMRT fleet and such... With the way Grab giving the promo, money will run out faster than uber...
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FATABA Supreme	23-Aug-2017 10:34        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Uber is in deep shit .  Actually if not wrong, some CD taxi uncles are alrdy using Grab and are familiar w its appln.  ​ So nothing new to them but officially now another channel. Nothing to lost and as I say win/win in short term  Longer term, CD has to find an alternate cash cow.    ahhuat08      ( Date: 23-Aug-2017 09:42) Posted: Actually should have been alliance with Uber, how come become grab? FATABA      ( Date: 23-Aug-2017 09:35) Posted: As expected, short term this is view positively and prices push up over 20c today.  ​ Will this energy last, or more so will the collaboration w Grab brings more rental to CDG in the long term,  ​ The market for cab is finite ( its the share and rental is the main issue for CGD) . Long term with mrt and better transport network, their rental bz shld be at best maintian. CDG has to look for an alternative pillar here or oversea.  ( sold. ....thanks to this news)
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destinykraze Elite	23-Aug-2017 10:33        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	good rally. but that should be it.
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BetterStill Veteran	23-Aug-2017 09:57        BetterStill About Contact  Quote this Post!
x 0   x 0  Alert Admin	I dominate you for Singpost and comfort CEO ) sengsk      ( Date: 23-Aug-2017 09:54) Posted: If CD were to implement (APP) point award either for rebate it on next trip, for rent car, can sell point person to person (tranferable) etc by using their CD application. This would able to fit their users and drwn more customers for CD. CD would even can partnership with Singpost on (APP) apply biz same as carousell and yet can provide transportation buyer to sell, seller to buyer. I believe CD, SingPost together will gain benefits.
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sengsk Elite	23-Aug-2017 09:54        sengsk About Contact  Quote this Post!
x 0   x 0  Alert Admin	If CD were to implement (APP) point award either for rebate it on next trip, for rent car, can sell point person to person (tranferable) etc by using their CD application. This would able to fit their users and drwn more customers for CD. CD would even can partnership with Singpost on (APP) apply biz same as carousell and yet can provide transportation buyer to sell, seller to buyer. I believe CD, SingPost together will gain benefits.
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