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COMFORT DELGRO - MOVING FORWARD Post Reply Rate topic
vivacious Supreme	03-Oct-2022 18:46        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	got some at 1.30
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josephyeo Elite	03-Oct-2022 18:20        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Be patient. Its trading at its multi year low. Revenue n profits have improved in the latest report. The dividend declared had also gone up to 4.2 cts special dividend included. Company been doing some share buy back. Just sharing. Vested!
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MambaFinancial89 Veteran	03-Oct-2022 14:07        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	CD trades at 1.0x P/BV, almost two standard deviations below its 10Y average P/BV of 1.9x. FY22F estimated div yield is around 5.2%. Compelling valuations and good margin of safety but wondering when we' ll see the bottom.
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Conman Elite	30-Sep-2022 13:48        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	COE also applies to taxis mah. They dont have to bid but still have to pay. Payment is 70% because the COE is only for 7 years. For PHV, COE Cars are allowed. I actually know one guy who uses a 2009 Toyota to drive. kiseki_2818      ( Date: 30-Sep-2022 13:05) Posted: high coe..only happen in spore. so bye bye phv. Conman      ( Date: 30-Sep-2022 10:57) Posted: Its renting model is bwing fast displaced by PHV's 'use own car' model. In many countries, taxi drivers can own their own taxis just like the Yellow Top in Singapore. They can tag to some taxi companies and pay a small commission for using their logo. Of course Zoom Bee will resist this model. But the price to pay is extinction of (rented) taxis in the long run. Look at what happened to its taxi business in UK, VN, China, Indonesia...Which is still alive
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kiseki_2818 Master	30-Sep-2022 13:05        kiseki_2818 About Contact  Quote this Post!
x 0   x 0  Alert Admin	high coe..only happen in spore. so bye bye phv. Conman      ( Date: 30-Sep-2022 10:57) Posted: Its renting model is bwing fast displaced by PHV's 'use own car' model. In many countries, taxi drivers can own their own taxis just like the Yellow Top in Singapore. They can tag to some taxi companies and pay a small commission for using their logo. Of course Zoom Bee will resist this model. But the price to pay is extinction of (rented) taxis in the long run. Look at what happened to its taxi business in UK, VN, China, Indonesia...Which is still alive? kiseki_2818      ( Date: 30-Sep-2022 09:55) Posted: er..what do you think the taxi business model is spore is like?? And what model is better?? may be u need to get more updated info, taxi has changed quite a bit from old style operation. nevertheless, now still wait for winter to come, many kana hit upside down, esp reits. the cycle repeat. \(^_^)/\(^_^)/
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Conman Elite	30-Sep-2022 10:57        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Its renting model is bwing fast displaced by PHV's 'use own car' model. In many countries, taxi drivers can own their own taxis just like the Yellow Top in Singapore. They can tag to some taxi companies and pay a small commission for using their logo. Of course Zoom Bee will resist this model. But the price to pay is extinction of (rented) taxis in the long run. Look at what happened to its taxi business in UK, VN, China, Indonesia...Which is still alive? kiseki_2818      ( Date: 30-Sep-2022 09:55) Posted: er..what do you think the taxi business model is spore is like?? And what model is better?? may be u need to get more updated info, taxi has changed quite a bit from old style operation. nevertheless, now still wait for winter to come, many kana hit upside down, esp reits. the cycle repeat. \(^_^)/\(^_^)/   Conman      ( Date: 28-Sep-2022 13:46) Posted: In places where the taxis' business model is not like Singapore's, taxis will prevail. Otherwise they will go extinct. It will be interesting to see whether the COMFORT Taxis in China are still alive even as of now
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kiseki_2818 Master	30-Sep-2022 09:55        kiseki_2818 About Contact  Quote this Post!
x 0   x 0  Alert Admin	er..what do you think the taxi business model is spore is like?? And what model is better?? may be u need to get more updated info, taxi has changed quite a bit from old style operation. nevertheless, now still wait for winter to come, many kana hit upside down, esp reits. the cycle repeat. \(^_^)/\(^_^)/   Conman      ( Date: 28-Sep-2022 13:46) Posted: In places where the taxis' business model is not like Singapore's, taxis will prevail. Otherwise they will go extinct. It will be interesting to see whether the COMFORT Taxis in China are still alive even as of now. josephyeo      ( Date: 28-Sep-2022 13:07) Posted: Can name me a country without taxiz
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Conman Elite	28-Sep-2022 14:33        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Take care of the crisis in UK. 23% of Zoom Bee's income is from there. Why did it invest so heavily in a sunset country? Singapore not a better place?
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Conman Elite	28-Sep-2022 13:46        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	In places where the taxis' business model is not like Singapore's, taxis will prevail. Otherwise they will go extinct. It will be interesting to see whether the COMFORT Taxis in China are still alive even as of now. josephyeo      ( Date: 28-Sep-2022 13:07) Posted: Can name me a country without taxiz? Conman      ( Date: 28-Sep-2022 12:52) Posted: That is why I always said 'unless something drastic happens', taxis will go extinct in 10 years. What these something drastic are, the Big Guns sittiing in the Zoom Bee office should think about it. The current sell-down was a delayed one, because it is surely not worth what it is now. The delay was engineered by the BBs because all these time they wanted the retailers (also the smaller BBs) to buy high, stuck high, while they sell or short high and later buy back or cover low
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josephyeo Elite	28-Sep-2022 13:07        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Can name me a country without taxiz? Conman      ( Date: 28-Sep-2022 12:52) Posted: That is why I always said 'unless something drastic happens', taxis will go extinct in 10 years. What these something drastic are, the Big Guns sittiing in the Zoom Bee office should think about it. The current sell-down was a delayed one, because it is surely not worth what it is now. The delay was engineered by the BBs because all these time they wanted the retailers (also the smaller BBs) to buy high, stuck high, while they sell or short high and later buy back or cover low. curious_moo      ( Date: 28-Sep-2022 10:45) Posted: Would not disagree with your long term views that taxi is being displaced by private hire. But that will take time to realise and who knows how CDG will evolve along the way. I do feel that the current selldown is largely due to flowover effect from the macro trends rather than this long term outlook.
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Conman Elite	28-Sep-2022 12:52        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	That is why I always said 'unless something drastic happens', taxis will go extinct in 10 years. What these something drastic are, the Big Guns sittiing in the Zoom Bee office should think about it. The current sell-down was a delayed one, because it is surely not worth what it is now. The delay was engineered by the BBs because all these time they wanted the retailers (also the smaller BBs) to buy high, stuck high, while they sell or short high and later buy back or cover low. curious_moo      ( Date: 28-Sep-2022 10:45) Posted: Would not disagree with your long term views that taxi is being displaced by private hire. But that will take time to realise and who knows how CDG will evolve along the way. I do feel that the current selldown is largely due to flowover effect from the macro trends rather than this long term outlook.  Conman      ( Date: 27-Sep-2022 18:14) Posted: Just the opposite. Shortage of taxis is BAD because taxi companies earn from the drivers, not the passengers. It rents out taxis and earn from rentals paid by the drivers. This Zoom Bee was once upon a time 'World's Biggest Taxi Company'. Before Uber came it had 18,000 taxis in Singapore. Now, 6,500. Its taxis in London and Vietnam had already been sold away. My view remains that taxis will go extinct in 10 years if no drastic attempt is made to displace the rental business model. PHV will rule the streets by then
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curious_moo Master	28-Sep-2022 10:45        curious_moo About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Would not disagree with your long term views that taxi is being displaced by private hire. But that will take time to realise and who knows how CDG will evolve along the way. I do feel that the current selldown is largely due to flowover effect from the macro trends rather than this long term outlook.  Conman      ( Date: 27-Sep-2022 18:14) Posted: Just the opposite. Shortage of taxis is BAD because taxi companies earn from the drivers, not the passengers. It rents out taxis and earn from rentals paid by the drivers. This Zoom Bee was once upon a time 'World's Biggest Taxi Company'. Before Uber came it had 18,000 taxis in Singapore. Now, 6,500. Its taxis in London and Vietnam had already been sold away. My view remains that taxis will go extinct in 10 years if no drastic attempt is made to displace the rental business model. PHV will rule the streets by then. MambaFinancial89      ( Date: 27-Sep-2022 17:10) Posted: Share your sentiments, I cab twice daily and there appears to be a shortage. As a shareholder of Comfort, I always use Comfort and not Grab.
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sengkang Master	28-Sep-2022 09:50        sengkang About Contact  Quote this Post!
x 0   x 0  Alert Admin	Make sense. Disruptive technologies is here to stay. CDG is still bloated, not able to harness this kind of stuff to maintain its cutting edge. Not street smart enuff....lol Conman      ( Date: 27-Sep-2022 18:14) Posted: Just the opposite. Shortage of taxis is BAD because taxi companies earn from the drivers, not the passengers. It rents out taxis and earn from rentals paid by the drivers. This Zoom Bee was once upon a time 'World's Biggest Taxi Company'. Before Uber came it had 18,000 taxis in Singapore. Now, 6,500. Its taxis in London and Vietnam had already been sold away. My view remains that taxis will go extinct in 10 years if no drastic attempt is made to displace the rental business model. PHV will rule the streets by then. MambaFinancial89      ( Date: 27-Sep-2022 17:10) Posted: Share your sentiments, I cab twice daily and there appears to be a shortage. As a shareholder of Comfort, I always use Comfort and not Grab.
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Conman Elite	27-Sep-2022 18:14        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just the opposite. Shortage of taxis is BAD because taxi companies earn from the drivers, not the passengers. It rents out taxis and earn from rentals paid by the drivers. This Zoom Bee was once upon a time 'World's Biggest Taxi Company'. Before Uber came it had 18,000 taxis in Singapore. Now, 6,500. Its taxis in London and Vietnam had already been sold away. My view remains that taxis will go extinct in 10 years if no drastic attempt is made to displace the rental business model. PHV will rule the streets by then. MambaFinancial89      ( Date: 27-Sep-2022 17:10) Posted: Share your sentiments, I cab twice daily and there appears to be a shortage. As a shareholder of Comfort, I always use Comfort and not Grab.    josephyeo      ( Date: 27-Sep-2022 16:32) Posted: A friend of mine took 40 mins to get a cab. I waited for more than half an hr to get a cab at siglap area. I think there is a shortage of cab. I was told, those on the road are doing exceptionally well. You can test it out yourself to see if this is true or...
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MambaFinancial89 Veteran	27-Sep-2022 17:10        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	Share your sentiments, I cab twice daily and there appears to be a shortage. As a shareholder of Comfort, I always use Comfort and not Grab.    josephyeo      ( Date: 27-Sep-2022 16:32) Posted: A friend of mine took 40 mins to get a cab. I waited for more than half an hr to get a cab at siglap area. I think there is a shortage of cab. I was told, those on the road are doing exceptionally well. You can test it out yourself to see if this is true or...   SuperLuckyCorn      ( Date: 27-Sep-2022 10:04) Posted: Agree. We will add some 1.34 for longer term consideration. Nevertheless, need to bear in mind, business environment tough for many industries. Supply chain disrupted, protectionism, interest hike and war (trade war and physical war) have caused everything more messy and ugly.
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josephyeo Elite	27-Sep-2022 16:32        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	A friend of mine took 40 mins to get a cab. I waited for more than half an hr to get a cab at siglap area. I think there is a shortage of cab. I was told, those on the road are doing exceptionally well. You can test it out yourself to see if this is true or...   SuperLuckyCorn      ( Date: 27-Sep-2022 10:04) Posted: Agree. We will add some 1.34 for longer term consideration. Nevertheless, need to bear in mind, business environment tough for many industries. Supply chain disrupted, protectionism, interest hike and war (trade war and physical war) have caused everything more messy and ugly.   josephyeo      ( Date: 27-Sep-2022 01:42) Posted: I like the wide view in your post. Vested!
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SuperLuckyCorn Supreme	27-Sep-2022 10:04        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Agree. We will add some 1.34 for longer term consideration. Nevertheless, need to bear in mind, business environment tough for many industries. Supply chain disrupted, protectionism, interest hike and war (trade war and physical war) have caused everything more messy and ugly.   josephyeo      ( Date: 27-Sep-2022 01:42) Posted: I like the wide view in your post. Vested!   Entropy72      ( Date: 26-Sep-2022 21:07) Posted: Sentiment is bad, but investors should remember the facts: *STI exclusion speculation over *Oil prices are declining *China opening up impending and we may see Chinese travel resume after 16 Oct. See HK and Macau relaxed covid measures. *Taxi and PHV demand going up. CDG has foot in both. Its market share appears to be rising. *High COE prices may reduce supply of PHV *Public transport as percentage of trips will increase as part of Singapore Green Plan 2030 *CDG is placed on Dow Jones sustainability AP index which will attract institutional interest
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kiseki_2818 Master	27-Sep-2022 09:59        kiseki_2818 About Contact  Quote this Post!
x 0   x 0  Alert Admin	as long as it continue to generate reasonable profit, holding is not an issue, taxi will act like good class structure deposit. more worry is the possible hard " landing" (hard recesssion), that one many will be whacked upside down. property, etc crashes, if too severe, our island may not survive.   Conman      ( Date: 27-Sep-2022 01:22) Posted: Guru, Exclusion from STI has the greatest impact on the share price which has not yet been fully realised because BBs have been holding it up to unload. The exclusion was more than justified for this worst performing (former) STI stock for its refusal to rejuvenate its business strategy. How much is its stake in the UK, where the Sun kept setting ever since I was born to its current historical low in 2022? Would the sun rise again? God saves the King and saves the Zoom Bee. ☹ Entropy72      ( Date: 26-Sep-2022 21:07) Posted: Sentiment is bad, but investors should remember the facts: *STI exclusion speculation over *Oil prices are declining *China opening up impending and we may see Chinese travel resume after 16 Oct. See HK and Macau relaxed covid measures. *Taxi and PHV demand going up. CDG has foot in both. Its market share appears to be rising. *High COE prices may reduce supply of PHV *Public transport as percentage of trips will increase as part of Singapore Green Plan 2030 *CDG is placed on Dow Jones sustainability AP index which will attract institutional interest
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josephyeo Elite	27-Sep-2022 01:42        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	I like the wide view in your post. Vested!   Entropy72      ( Date: 26-Sep-2022 21:07) Posted: Sentiment is bad, but investors should remember the facts: *STI exclusion speculation over *Oil prices are declining *China opening up impending and we may see Chinese travel resume after 16 Oct. See HK and Macau relaxed covid measures. *Taxi and PHV demand going up. CDG has foot in both. Its market share appears to be rising. *High COE prices may reduce supply of PHV *Public transport as percentage of trips will increase as part of Singapore Green Plan 2030 *CDG is placed on Dow Jones sustainability AP index which will attract institutional interest
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Conman Elite	27-Sep-2022 01:22        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guru, Exclusion from STI has the greatest impact on the share price which has not yet been fully realised because BBs have been holding it up to unload. The exclusion was more than justified for this worst performing (former) STI stock for its refusal to rejuvenate its business strategy. How much is its stake in the UK, where the Sun kept setting ever since I was born to its current historical low in 2022? Would the sun rise again? God saves the King and saves the Zoom Bee. ☹ Entropy72      ( Date: 26-Sep-2022 21:07) Posted: Sentiment is bad, but investors should remember the facts: *STI exclusion speculation over *Oil prices are declining *China opening up impending and we may see Chinese travel resume after 16 Oct. See HK and Macau relaxed covid measures. *Taxi and PHV demand going up. CDG has foot in both. Its market share appears to be rising. *High COE prices may reduce supply of PHV *Public transport as percentage of trips will increase as part of Singapore Green Plan 2030 *CDG is placed on Dow Jones sustainability AP index which will attract institutional interest
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