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ComfortDelGro fundamentally strong but price weak Post Reply Rate topic
destinykraze Elite	25-Apr-2017 09:14        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	The short covering is strong with this one.
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Alpaca Member	23-Apr-2017 08:16        Alpaca About Contact  Quote this Post!
x 0   x 0  Alert Admin	This week ComfortDelGro went up because SBS transit won the Seletar bus contract. But according to a researcher the bid was below cost. How is that good? "Transport researcher Lee Der-Horng from the National University of Singapore reckoned SBST's bid was "below cost" as it is able to "cross subsidise" because of its size. "I believe there will be fewer foreign bidders, or none, for future tenders," he said." http://www.straitstimes.com/singapore/transport/sbs-transit-wins-seletar-bus-contract
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edwinjup Supreme	23-Apr-2017 07:24        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Grab is too aggressive...if they took over smrt taxi and cut the taxi start up fare from $3.90 to $1.90..comfort will be jialat....comfort say they got 100k calls in 10 days after launch of flat rate system..1 day 10k...they got 16 k taxi..so maybe 2 taxi only got 1 call per day ?? jialat..b4 the launch of just grab....lots of comfort taxi also benefit from grab taxi.....but now grab only focus on justgrab and comfort driver cannot join just grab.....so no eye see...last few years..comfort grow because of renew of fleet and new drivers.. rental for new taxi from $100 to $131 per day...the renewal will coming to the end soon ...and very few new taxi driver...and lots of taxi driver retire....so mgt..pls help ur poor taxi drivers..do somethings..like cut rental 30%...etc 0898128      ( Date: 23-Apr-2017 00:08) Posted: A bit uncertain what will be the impact. Moreover, accordingly to report, Grab do not want to take in all the SMRT taxi drivers while SMRT is compelled by Temasek Holdings to sell. So nowhere close to a deal yet. I see 3 possible senarios. It does seem slightly positive impact to Comfort rather than negative. Status quo- no impact to Comfort. SMRT sell and Grab take in all taxi drivers- more private cars hires and much less taxis SMRT sell and Grab only take in some taxi drivers- more private car hires and the other taxi drivers may move to other taxi companies. investshare      ( Date: 22-Apr-2017 17:37) Posted: SMRT may sell taxi biz to Grab. I think big impact to CDG.
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0898128 Member	23-Apr-2017 00:08        0898128 About Contact  Quote this Post!
x 0   x 0  Alert Admin	A bit uncertain what will be the impact. Moreover, accordingly to report, Grab do not want to take in all the SMRT taxi drivers while SMRT is compelled by Temasek Holdings to sell. So nowhere close to a deal yet. I see 3 possible senarios. It does seem slightly positive impact to Comfort rather than negative. Status quo- no impact to Comfort. SMRT sell and Grab take in all taxi drivers- more private cars hires and much less taxis SMRT sell and Grab only take in some taxi drivers- more private car hires and the other taxi drivers may move to other taxi companies. investshare      ( Date: 22-Apr-2017 17:37) Posted: SMRT may sell taxi biz to Grab. I think big impact to CDG.
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investshare Supreme	22-Apr-2017 17:37        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	SMRT may sell taxi biz to Grab. I think big impact to CDG.
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edwinjup Supreme	19-Apr-2017 23:13        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	comfort flat rate is killing their taxi drivers....at non peak hour...their rate is a few dollars higher than just grab......at peak hour....their rate is so low that taxi drivers rather go taxi stand to pick up pax...go meter better than flat rate .....lol lynn89      ( Date: 05-Apr-2017 22:01) Posted: I think ComfortDelgro' s (CDG) flat fare approach is fair and reasonable. This dynamic pricing by JustGrab - charging commuters through the roof during peak period is highly undesirable and unethical. Investors are cheering CDG, price up strongly to $2.63, with more upside in the coming weeks
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0898128 Member	19-Apr-2017 21:54        0898128 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Local transport operator SBS Transit (SBST) has beaten eight rival bidders to clinch the third bus routes package put up by the Government for tender, the Land Transport Authority (LTA) announced on Wednesday (April 19). SBST&rsquo s bid for the five-year Seletar bus package was valued at S$480,332,472.00. This is the 3rd and last package.
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relaxz Member	07-Apr-2017 08:50        relaxz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone knows whether there is one or two dividend payout? Past year, the dividend paid in May and Aug. thanks.
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jack2906 Veteran	06-Apr-2017 21:37        jack2906 About Contact  Quote this Post!
x 0   x 0  Alert Admin	it wont go beyong 2.7 I guess~ uber, grab... etc will keep on improving ~ unless Gov do soemthing to protect Comfort~ lynn89      ( Date: 05-Apr-2017 22:01) Posted: I think ComfortDelgro' s (CDG) flat fare approach is fair and reasonable. This dynamic pricing by JustGrab - charging commuters through the roof during peak period is highly undesirable and unethical. Investors are cheering CDG, price up strongly to $2.63, with more upside in the coming weeks
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s9550i Member	06-Apr-2017 18:27        s9550i About Contact  Quote this Post!
x 0   x 0  Alert Admin	I had bad experience with just grab, some hidden cost being charged upon the agreed rate from the app, paid extra 80%..never trust grab apps anymore 8(
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lynn89 Senior	05-Apr-2017 22:01        lynn89 About Contact  Quote this Post! Style: Fundamental   Mood:
x 1   x 0  Alert Admin	I think ComfortDelgro' s (CDG) flat fare approach is fair and reasonable. This dynamic pricing by JustGrab - charging commuters through the roof during peak period is highly undesirable and unethical. Investors are cheering CDG, price up strongly to $2.63, with more upside in the coming weeks
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investshare Supreme	02-Apr-2017 13:19        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many companies have Uber corporate account, can use worldwide. edwinjup      ( Date: 02-Apr-2017 11:40) Posted: grab keep on throw $$..pax got $7 off plus incentive bonus...grab taxi driver got $500 bonus. if got 60 bookings per week....so who bother to book comfort?.maybe corp client.... junction      ( Date: 02-Apr-2017 11:14) Posted: SIA has convincingly lost the premium market to the Middle Eastern airlines.   Only their premium pricing remains but not their services.   I wont fly SIA cos you may end up paying premium price but they give you a partner airline seat of lower quality.   Might as well buy direct from the partner airline.
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edwinjup Supreme	02-Apr-2017 11:40        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	grab keep on throw $$..pax got $7 off plus incentive bonus...grab taxi driver got $500 bonus. if got 60 bookings per week....so who bother to book comfort?.maybe corp client.... junction      ( Date: 02-Apr-2017 11:14) Posted: SIA has convincingly lost the premium market to the Middle Eastern airlines.   Only their premium pricing remains but not their services.   I wont fly SIA cos you may end up paying premium price but they give you a partner airline seat of lower quality.   Might as well buy direct from the partner airline. sengsk      ( Date: 23-Mar-2017 13:29) Posted: Taxi Fare surge pricing during Demand > supply will definitely benefit Co profit margin. I do Hope SIA will also implement pricing surge for the benefit towards Shareholders.
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junction Master	02-Apr-2017 11:14        junction About Contact  Quote this Post!
x 0   x 0  Alert Admin	SIA has convincingly lost the premium market to the Middle Eastern airlines.   Only their premium pricing remains but not their services.   I wont fly SIA cos you may end up paying premium price but they give you a partner airline seat of lower quality.   Might as well buy direct from the partner airline. sengsk      ( Date: 23-Mar-2017 13:29) Posted: Taxi Fare surge pricing during Demand > supply will definitely benefit Co profit margin. I do Hope SIA will also implement pricing surge for the benefit towards Shareholders.
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edwinjup Supreme	02-Apr-2017 11:14        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	grab app is more user friendly...flexible...comfort app lousy... investshare      ( Date: 02-Apr-2017 11:07) Posted: I think it is different from big airline vs budget. Budget airline compete on cost. But Grab provide better service. pasttime      ( Date: 02-Apr-2017 00:43) Posted: apps co  assualt  effect can be seen from big airlines versus low cost one. also a bit like managed shopping centre versus neighbourhoon shops. one is collective management, one is each individaul do your own. shop owner suck and suck until one daywake up to find tennants all run to managed shopping centre. if no changed then results quite obvious
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investshare Supreme	02-Apr-2017 11:07        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think it is different from big airline vs budget. Budget airline compete on cost. But Grab provide better service. pasttime      ( Date: 02-Apr-2017 00:43) Posted: apps co  assualt  effect can be seen from big airlines versus low cost one. also a bit like managed shopping centre versus neighbourhoon shops. one is collective management, one is each individaul do your own. shop owner suck and suck until one daywake up to find tennants all run to managed shopping centre. if no changed then results quite obvious
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pasttime Supreme	02-Apr-2017 00:43        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	apps co  assualt  effect can be seen from big airlines versus low cost one. also a bit like managed shopping centre versus neighbourhoon shops. one is collective management, one is each individaul do your own. shop owner suck and suck until one daywake up to find tennants all run to managed shopping centre. if no changed then results quite obvious
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edwinjup Supreme	01-Apr-2017 23:02        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	think comfort start using flat rate liao....nothings interesting..if no discount...i rather go for grab taxis..got $7 off....heard comfort waive off driver booking fees charge recently...30c nia..make no big diff...lesser calls nowadays...prime taxi now offer 7days off rental per month....
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investshare Supreme	30-Mar-2017 07:37        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	That's why gov would not stop Grab and Uber. infoshare      ( Date: 30-Mar-2017 07:36) Posted: total COE revenue increases when new competitors add more taxis to the market. As a whole . the total taxation revenue increases for taxi transportation.
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infoshare Senior	30-Mar-2017 07:36        infoshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	total COE revenue increases when new competitors add more taxis to the market. As a whole . the total taxation revenue increases for taxi transportation.
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