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ComfortDelGro fundamentally strong but price weak Post Reply Rate topic
bishan22 Supreme	04-Nov-2016 13:47        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Grab n uber killed this counter.
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francisd Master	04-Nov-2016 13:16        francisd About Contact  Quote this Post! Style: Combined   Mood: Yells: "BUY LOW SELL HIGH"
x 0   x 0  Alert Admin	Any ideas when the taxi fare is going to go down...since train/bus fares will be going down. Oil prices are half from its peak. Who takes up this matter? is it the PTC. Cheers.
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grandjedi Member	04-Nov-2016 13:15        grandjedi About Contact  Quote this Post!
x 0   x 0  Alert Admin	Heavy selling..... are the funds dumping this counter?
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brchkho1 Master	04-Nov-2016 10:44        brchkho1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just remember one important issue, SMRT delisted, this is the only transport company listed in SGX, the one and only one. sun233      ( Date: 01-Nov-2016 10:40) Posted: It is to be expected. Heavily shorted last two sessions. Bound to have some uptick soon.Oversold i think. charliel3ong      ( Date: 01-Nov-2016 09:39) Posted: keep the negative news, negative sentiment and fears. that' s exactly what the big brothers want all of us to feel so they can do bargain hunting. walao yesterday 2.45 never buy, sibeh wasted. already up to 2.55 now. it' s as if like buying luxury-branded clothes on a rare christmas clearance sales. remember, luxury-branded clothes will always remain a luxury brand.
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sun233 Elite	01-Nov-2016 10:40        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is to be expected. Heavily shorted last two sessions. Bound to have some uptick soon.Oversold i think. charliel3ong      ( Date: 01-Nov-2016 09:39) Posted: keep the negative news, negative sentiment and fears. that' s exactly what the big brothers want all of us to feel so they can do bargain hunting. walao yesterday 2.45 never buy, sibeh wasted. already up to 2.55 now. it' s as if like buying luxury-branded clothes on a rare christmas clearance sales. remember, luxury-branded clothes will always remain a luxury brand.
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charliel3ong Senior	01-Nov-2016 09:39        charliel3ong About Contact  Quote this Post!
x 0   x 0  Alert Admin	keep the negative news, negative sentiment and fears. that' s exactly what the big brothers want all of us to feel so they can do bargain hunting. walao yesterday 2.45 never buy, sibeh wasted. already up to 2.55 now. it' s as if like buying luxury-branded clothes on a rare christmas clearance sales. remember, luxury-branded clothes will always remain a luxury brand.
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sun233 Elite	01-Nov-2016 09:35        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like it wasnt a sell off but a buy up. Business Times has this to say.. ComfortDelGro | Buy Target price: S$3.17 Oct 31 price: S$2.54  DBS Group Research, Oct 31   THE Public Transport Council (PTC) announced last week that public transport fares will be reduced by 4.2 per cent from Dec 30. This could have led to weakness on ComfortDelGro' s (CD) share price, given its exposure in the Singapore public transport space. The estimated impact on revenue from the announced fare reduction on the public transport operators will be about S$79 million a year. The split of the impact on Bus (LTA), SBS Transit (Rail) and SMRT Rail will be about S$35.6 million, S$8.9 million and S$34.6 million, respectively. The fare reduction was higher than envisaged, but impact to CD is minimal. With the transition of the bus operations into the Government Bus Contracting Model (GCM) since Sept 1, 2016, the fare revenue risk for buses has been transferred to LTA. Hence, the impact on CD is only limited to its rail operations. The impact is relatively muted on CD as rail accounts for only about 6 per cent and less than one per cent of its revenue and operating profits. sun233      ( Date: 01-Nov-2016 08:54) Posted: Looks like heavy sell off pre market. destinykraze      ( Date: 31-Oct-2016 16:28) Posted: blackrock sub. shareholder unload quite a lot of shares. hence drop in price. results + us election affecting the price. If uncomfortable, better to wait after US election.
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sun233 Elite	01-Nov-2016 08:54        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like heavy sell off pre market. destinykraze      ( Date: 31-Oct-2016 16:28) Posted: blackrock sub. shareholder unload quite a lot of shares. hence drop in price. results + us election affecting the price. If uncomfortable, better to wait after US election.
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destinykraze Elite	31-Oct-2016 16:28        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	blackrock sub. shareholder unload quite a lot of shares. hence drop in price. results + us election affecting the price. If uncomfortable, better to wait after US election.
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brchkho1 Master	31-Oct-2016 15:19        brchkho1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let' s see the 3Q coming out on 11.11.
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BetterStill Veteran	31-Oct-2016 11:01        BetterStill About Contact  Quote this Post!
x 0   x 0  Alert Admin	Think Uber and grab a car really impact comfort badly huh?
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earlybird14 Supreme	31-Oct-2016 10:44        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Don't buy long term downtrend stock. ComfortDelGro has to find out new source of revenue to cover the following down side 1) fierce competition from uber and taxi business in Singapore in a coming downturn economic in Singapore. Poor economic poor taxi calling rate 2) mrt business- taken over by Temasek. lower fare is introduced for public transport after taken over smrt and bring the profit margin much lower. Sbs transit which is still hold by ComfortDelGro under tremendous pressure of not making money under the new policy and eventually surrender their subsidiary sbs transist to Temasek and harm future revenue. 3) new model of bus services is on going in Singapore, no u turn based on recent development. ComfortDelGro is going through a very tough situation in next few years. 2-2.5 dollars can be easily met and may further down if the company can't find new resource of revenue. earlybird14      ( Date: 31-Oct-2016 10:15) Posted: Requote. earlybird14      ( Date: 01-Jun-2016 11:41) Posted: It won't close shop within 2-3 years. But price is on the way down. Look at revenue in last Q, it tell what has happened on this company. With pe of 19, 2-2.5 with pe 12-15 are where the share price will go within 2 years. 2 more parties join bus service. Can't rule out gov may open train operation for 3rd party for thomson lines and punish existing 2 sleeping operators. Taxi, bus and train are not longer dominant and monopoly by comfortdelgo and smrt. Avoid a downtrend and glory fading company
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BetterStill Veteran	31-Oct-2016 10:32        BetterStill About Contact  Quote this Post!
x 0   x 0  Alert Admin	Walau...can load or not? Looks very scary leh...
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earlybird14 Supreme	31-Oct-2016 10:15        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Requote. earlybird14      ( Date: 01-Jun-2016 11:41) Posted: It won't close shop within 2-3 years. But price is on the way down. Look at revenue in last Q, it tell what has happened on this company. With pe of 19, 2-2.5 with pe 12-15 are where the share price will go within 2 years. 2 more parties join bus service. Can't rule out gov may open train operation for 3rd party for thomson lines and punish existing 2 sleeping operators. Taxi, bus and train are not longer dominant and monopoly by comfortdelgo and smrt. Avoid a downtrend and glory fading company. sengsk      ( Date: 01-Jun-2016 11:27) Posted: Close shop ?  Do you know their biz on taxi is just 32% of their whole biz. Over here, if you try to bullshit its not easy for you.  They may divert taxi biz towards testing service as well car leasing.
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jenson8899 Member	15-Sep-2016 15:59        jenson8899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	cant cross 271......
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charliel3ong Senior	15-Sep-2016 13:55        charliel3ong About Contact  Quote this Post!
x 0   x 0  Alert Admin	PTC say gonna review train fare first, not sure if they gonna touch bus or taxi at the moment. so i think should keep an eye on what SBS transit is gonna say and see if they' re going to submit application or not, deadline 1st Oct. SBS transit operates the NEL and downtown lines if I didnt remember wrong. if fare really reduce, then maybe its going to delay their profits margin breakeven point.
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alexchew Master	15-Sep-2016 13:38        alexchew About Contact  Quote this Post!
x 0   x 0  Alert Admin	my good guess is taxi fare will be simplified. Now too many surcharges. I also not sure when i am supposed to pay additional 30% lor.. Even on wkends i noted i have to pay.. thought it is off peak?
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francisd Master	15-Sep-2016 13:19        francisd About Contact  Quote this Post! Style: Combined   Mood: Yells: "BUY LOW SELL HIGH"
x 0   x 0  Alert Admin	Next in line should be taxi fare. They should come down also...fuel prices have been low for more than a year but the taxi fare is at all time high. Nobody is talking about this. Can anyone take this up with the co. Cheers.
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charliel3ong Senior	15-Sep-2016 11:30        charliel3ong About Contact  Quote this Post!
x 0   x 0  Alert Admin	CDG paid good dividend this year. how are the BB upset here? lol...
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bishan22 Supreme	15-Sep-2016 11:13        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Technically the last 3 drop seem to be orchestrated by BB......Caution.... charliel3ong      ( Date: 15-Sep-2016 10:51) Posted: massive knee-jerk...down to 2.69?? how is PTC fare review scaring off people in this counter? opinions people...
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