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Latest Forum Topics / ComfortDelGro    Last:1.29    -0.01  Post Reply
ComfortDelGro fundamentally strong but price weak
grandjedi
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25-Jul-2016 10:15     
 
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What' s the bad news? why down 4%?
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JesseTyler
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25-Jul-2016 09:15     
 
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Woah this taxi kena whack down LOL
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halleluyah
Supreme
22-Jul-2016 16:16     
 
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Anyone jeep tis one
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brchkho1
Master
18-Jul-2016 12:43     
 
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Looks like it' s getting cheaper liao.....Watching it to collect somemore.
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lynn89
Senior
05-Jul-2016 15:27     
 
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Detected an uptrend in ComfortDelgro. Go for the ride !
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KAMAL0883
Supreme
04-Jul-2016 10:58     
 
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MOO .....  2.81 hiak hiak ....

told you liao chart not reliable one, chart sometime can be right bcos everyone ( small flies )  follow chart go the same way and make things happened but the real fact is not that .....

earlybird14      ( Date: 14-Jun-2016 09:20) Posted:

Still moving down Loh. Target still 2-2.5

Why so persistent leh since the chart is pointing down so obvious.

earlybird14      ( Date: 01-Jun-2016 14:02) Posted:

No sunset lah. It is competition. Both are sleeping for too long, competition can create awareness. We have 3 telcom adding 1 more.

Smart and comfortdelgo have been monopoly it since 1970+ when population is just 3 mio. Now we have 5-6mio, long ago shall open and have more operators to come in.

2-2.5 is expected. Don't go into wrong company and fall together
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r1hell
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16-Jun-2016 09:39     
 
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Sold off at 2.66.... Buyers are Morgan Stanley, UBS n Credit Suisse
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investshare
Supreme
14-Jun-2016 12:53     
 
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Who is small operator??

spore1      ( Date: 14-Jun-2016 08:59) Posted:

Still have plenty of business for them.This is just a small operator against their giant fleet.
Short term trend is bearish . Competition is healthy

AndyLoss      ( Date: 13-Jun-2016 22:58) Posted:



no more business for comfort delgro - UBER GRAB will eat away everything :)


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earlybird14
Supreme
14-Jun-2016 09:20     
 
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 Alert Admin 		Still moving down Loh. Target still 2-2.5

Why so persistent leh since the chart is pointing down so obvious.

earlybird14      ( Date: 01-Jun-2016 14:02) Posted:

No sunset lah. It is competition. Both are sleeping for too long, competition can create awareness. We have 3 telcom adding 1 more.

Smart and comfortdelgo have been monopoly it since 1970+ when population is just 3 mio. Now we have 5-6mio, long ago shall open and have more operators to come in.

2-2.5 is expected. Don't go into wrong company and fall together.

investshare      ( Date: 01-Jun-2016 13:34) Posted:



Right sunset industry. Still look good now, but you know night will certainly come. 


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spore1
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14-Jun-2016 08:59     
 
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 Alert Admin 		Still have plenty of business for them.This is just a small operator against their giant fleet.
Short term trend is bearish . Competition is healthy

AndyLoss      ( Date: 13-Jun-2016 22:58) Posted:



no more business for comfort delgro - UBER GRAB will eat away everything :)

spore1      ( Date: 13-Jun-2016 22:57) Posted:



tdy gap down and closed lower at 2.65 this is rather bearish. It may cont to trend lower towards 2.56 and below.

http:// spore   share . blog     spot     .sg/2016/06/comfort-delgro.html


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Qanghoo
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14-Jun-2016 07:58     
 
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It' s a wonderful thing, almost euphoirc if u ask me, to note that competition of this scale is finally invading the all-too-cushy oligopolistic space of the taxi industry in spore (which had existed for far, far too long)  n helping de-tox some of the arrogance from the incumbent players.  But I doubt if the incumbents will be  muscled out - ti cld well be the other way too.  Let' s  hope that the commuting public wld not be short-changed by the competition in cunning, surrepticious psychological ploys too - something we shd all guard against.  If they shd start to surface, commuters shd stand together to make sure they don' t  take root. 

AndyLoss      ( Date: 13-Jun-2016 22:58) Posted:



no more business for comfort delgro - UBER GRAB will eat away everything :)

spore1      ( Date: 13-Jun-2016 22:57) Posted:



tdy gap down and closed lower at 2.65 this is rather bearish. It may cont to trend lower towards 2.56 and below.

http:// spore   share . blog     spot     .sg/2016/06/comfort-delgro.html


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AndyLoss
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13-Jun-2016 22:58     
 
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no more business for comfort delgro - UBER GRAB will eat away everything :)

spore1      ( Date: 13-Jun-2016 22:57) Posted:



tdy gap down and closed lower at 2.65 this is rather bearish. It may cont to trend lower towards 2.56 and below.

http:// spore   share . blog     spot     .sg/2016/06/comfort-delgro.html

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spore1
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13-Jun-2016 22:57     
 
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tdy gap down and closed lower at 2.65 this is rather bearish. It may cont to trend lower towards 2.56 and below.

http:// spore   share . blog     spot     .sg/2016/06/comfort-delgro.html
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investshare
Supreme
13-Jun-2016 11:26     
 
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SPH reports, taxi company owned taxi lease-out rate hit all time low.

私 人 出 租 车 入 场 竞 争 司 机 过 档 德 士 出 租 率 跌 至 新 低



黄 顺 杰

2016年 06月 13日
  •        
     
     
       
  • 得 运 德 士 公 司 于 宏 茂 桥 一 带 的 总 部 外 停 放 不 少 闲 置 的 德 士 。 公 司 负 责 人 受 访 时 说 ， 车 队 闲 置 的 包 括 等 着 报 销 的 旧 德 士 。 （ 梁 麒 麟 摄 ）
     


    得 运 德 士 公 司 于 宏 茂 桥 一 带 的 总 部 外 停 放 不 少 闲 置 的 德 士 。 公 司 负 责 人 受 访 时 说 ， 车 队 闲 置 的 包 括 等 着 报 销 的 旧 德 士 。 （ 梁 麒 麟 摄 ）


陆 路 交 通 管 理 局 提 供 的 数 据 显 示 ， 4月 未 出 租 的 德 士 占 德 士 总 数 的 4.9％ ， 或 约 1400辆 ， 比 大 约 一 年 前 高 出 0.5个 百 分 点 ， 创 下 历 来 单 月 最 高 纪 录 。 4月 的 注 册 德 士 总 数 多 达 2万 8280辆 。


investshare      ( Date: 02-Jun-2016 10:39) Posted:



you must understand Comfort competitive edge was because it has the largest fleet, so when ppl book taxi, they will naturally called Comfort. So in the past, drivers will want to join Comfort despite higher rental and more stringent T& C. But now customers will use Grab and Uber. So whther you are with Comfort or any other taxi company does not make a difference anymore. So new drivers will go for lowest rental.  

earlybird14      ( Date: 01-Jun-2016 14:02) Posted:

No sunset lah. It is competition. Both are sleeping for too long, competition can create awareness. We have 3 telcom adding 1 more.

Smart and comfortdelgo have been monopoly it since 1970+ when population is just 3 mio. Now we have 5-6mio, long ago shall open and have more operators to come in.

2-2.5 is expected. Don't go into wrong company and fall together
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r1hell
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13-Jun-2016 11:11     
 
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 Alert Admin 		Finally bought back at 2.63 after sold off at 2.75 ... This time seller are ML, DMG n CSFB

r1hell      ( Date: 03-Jun-2016 08:31) Posted:



Now i looking to buy back below 2.70  smiley

stockgurus      ( Date: 02-Jun-2016 23:51) Posted:



 
Valuation
P/E 18.85
P/E 12 Months High 24.05
P/E 12 Months Low 18.85
P/E Related Index 161.04
P/E Related Sector 138.89
Price to Sales 1.42
Price to Book 2.49
Price to Book Related Index 221.56
Price to Book Related Sector 201.93


Consensus Estimates 		Mean/Median High Low # of est
Sales, current year 0.00 4,456.00 4,044.00 12
Sales, current quarter 1,114.31 1,114.31 1,114.31 1
EPS, current year 0.16 0.18 0.15 12
EPS, current quarter 0.04 0.04 0.04 1
Div/Share 0.11 0.22 0.09

10


(DBS VICKERS)

Conservative estimates

We assume that EPS for 2016 will be 0.155(Taking the in between from the lowest prediction and the mean prediction)

We assume that the PE will be 18 (which is 0.75 PE lower than 2015 lowest PE ratio).

Thus the estimated share price going forward is 2.79.August 2016 dividend of > =0.04 of dividend expected from comfortdelgro.Thus the rule of thumb is never to sell it below 2.83.

My lowest estimate for comfortdelgro price is 2.83 and highest estimate is 3.40(PE ratio of 21.93)

Possible Risks:

1. Regulation changes

2.Global economic recession.

Exemption Clause:

All information provided are for my personal use and it is not an investment advice for investors.I am not legally liable for any loss in investments of investors. Investors are to conduct their own research and make their own analysis

 

 

 

 

 

 

 

 


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investshare
Supreme
03-Jun-2016 09:58     
 
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 Alert Admin 		Über runs out of money???

Uber takes its most significant investment yet at $3.5 billion from Saudi Arabia

TechCrunch&lrm - 4 hours ago


Uber announced today it took $3.5 billion from Public Investment Fund (PIF), Saudi Arabia' s ...

Lepin888      ( Date: 03-Jun-2016 07:43) Posted:

Simple..when uber and grab runs out of money comfort will outperform. Comfort is now better due to competition...drivers have to work harder and provide better service...
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r1hell
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03-Jun-2016 08:31     
 
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Now i looking to buy back below 2.70  smiley

stockgurus      ( Date: 02-Jun-2016 23:51) Posted:



 
Valuation
P/E 18.85
P/E 12 Months High 24.05
P/E 12 Months Low 18.85
P/E Related Index 161.04
P/E Related Sector 138.89
Price to Sales 1.42
Price to Book 2.49
Price to Book Related Index 221.56
Price to Book Related Sector 201.93


Consensus Estimates 		Mean/Median High Low # of est
Sales, current year 0.00 4,456.00 4,044.00 12
Sales, current quarter 1,114.31 1,114.31 1,114.31 1
EPS, current year 0.16 0.18 0.15 12
EPS, current quarter 0.04 0.04 0.04 1
Div/Share 0.11 0.22 0.09

10


(DBS VICKERS)

Conservative estimates

We assume that EPS for 2016 will be 0.155(Taking the in between from the lowest prediction and the mean prediction)

We assume that the PE will be 18 (which is 0.75 PE lower than 2015 lowest PE ratio).

Thus the estimated share price going forward is 2.79.August 2016 dividend of > =0.04 of dividend expected from comfortdelgro.Thus the rule of thumb is never to sell it below 2.83.

My lowest estimate for comfortdelgro price is 2.83 and highest estimate is 3.40(PE ratio of 21.93)

Possible Risks:

1. Regulation changes

2.Global economic recession.

Exemption Clause:

All information provided are for my personal use and it is not an investment advice for investors.I am not legally liable for any loss in investments of investors. Investors are to conduct their own research and make their own analysis

 

 

 

 

 

 

 

 

r1hell      ( Date: 02-Jun-2016 17:14) Posted:



I sold off at 2.75...This time is Fortis n  Macquarie 


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Lepin888
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03-Jun-2016 07:43     
 
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 Alert Admin 		Simple..when uber and grab runs out of money comfort will outperform. Comfort is now better due to competition...drivers have to work harder and provide better service...
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GoldNugget
Elite
03-Jun-2016 05:54     
 
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I not sure how comfort is going to get growth to justify the 18x p/e especially with uber and grab. Ü ber price is now cheaper then comfort if you take booking fee into consideration. If uber and grab gets out law by regulation then comfort would be a buy for me. 
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stockgurus
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02-Jun-2016 23:51     
 
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Valuation
P/E 18.85
P/E 12 Months High 24.05
P/E 12 Months Low 18.85
P/E Related Index 161.04
P/E Related Sector 138.89
Price to Sales 1.42
Price to Book 2.49
Price to Book Related Index 221.56
Price to Book Related Sector 201.93


Consensus Estimates 		Mean/Median High Low # of est
Sales, current year 0.00 4,456.00 4,044.00 12
Sales, current quarter 1,114.31 1,114.31 1,114.31 1
EPS, current year 0.16 0.18 0.15 12
EPS, current quarter 0.04 0.04 0.04 1
Div/Share 0.11 0.22 0.09

10


(DBS VICKERS)

Conservative estimates

We assume that EPS for 2016 will be 0.155(Taking the in between from the lowest prediction and the mean prediction)

We assume that the PE will be 18 (which is 0.75 PE lower than 2015 lowest PE ratio).

Thus the estimated share price going forward is 2.79.August 2016 dividend of > =0.04 of dividend expected from comfortdelgro.Thus the rule of thumb is never to sell it below 2.83.

My lowest estimate for comfortdelgro price is 2.83 and highest estimate is 3.40(PE ratio of 21.93)

Possible Risks:

1. Regulation changes

2.Global economic recession.

Exemption Clause:

All information provided are for my personal use and it is not an investment advice for investors.I am not legally liable for any loss in investments of investors. Investors are to conduct their own research and make their own analysis

 

 

 

 

 

 

 

 

r1hell      ( Date: 02-Jun-2016 17:14) Posted:



I sold off at 2.75...This time is Fortis n  Macquarie 

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