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ComfortDelGro fundamentally strong but price weak Post Reply Rate topic
seba240698 Senior	11-Dec-2017 15:38        seba240698 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry sir, by cold water comes again. $2.5 maybe next year.. oldcoconut      ( Date: 11-Dec-2017 15:02) Posted: soon 2.50. Hp hip hurray
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oldcoconut Senior	11-Dec-2017 15:33        oldcoconut About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cdg beat many people expectations. Many buy in. Huat ah
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oldcoconut Senior	11-Dec-2017 15:28        oldcoconut About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mdm. hope so. lynn89      ( Date: 11-Dec-2017 15:20) Posted: Philips analysts set target price at $2.69. Huat ah
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lynn89 Senior	11-Dec-2017 15:20        lynn89 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Philips analysts set target price at $2.69. Huat ah
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sengsk Elite	11-Dec-2017 15:12        sengsk About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/can-comfortdelgros-uber-deal-save-its-taxi-business
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MichaelSchenker Master	11-Dec-2017 15:12        MichaelSchenker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Afternoon continues a strong showing. The surge continues......leaving all the naysayers behind... Last done: 2.020 (up 11 cents) on high volume 27k lots MichaelSchenker      ( Date: 11-Dec-2017 09:34) Posted: Good sign for those who are in. Up with high volume. Afternoon session today may be crucial to see if there is high volume profit taking. (current last done: 1.980 vol: 10.3k lots) lynn89      ( Date: 11-Dec-2017 09:30) Posted: market up by 7 cts, at $1.98
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oldcoconut Senior	11-Dec-2017 15:07        oldcoconut About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes Sir ! xxadidasxx      ( Date: 11-Dec-2017 15:03) Posted: Hope to break 2.05
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xxadidasxx Veteran	11-Dec-2017 15:03        xxadidasxx About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope to break 2.05
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oldcoconut Senior	11-Dec-2017 15:02        oldcoconut About Contact  Quote this Post!
x 0   x 0  Alert Admin	soon 2.50. Hp hip hurray
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xxadidasxx Veteran	11-Dec-2017 14:50        xxadidasxx About Contact  Quote this Post!
x 0   x 0  Alert Admin	Break 2 Liao
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edwinjup Supreme	11-Dec-2017 12:12        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Up or down..funds decide..
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xxadidasxx Veteran	11-Dec-2017 11:45        xxadidasxx About Contact  Quote this Post!
x 0   x 0  Alert Admin	So call expert and insider sell cause panic than buy back low and gain profit CDG will not buy a non profit business time to buy in
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kangaroo11 Veteran	11-Dec-2017 11:37        kangaroo11 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Probably explains why insiders sold down since 2 fridays ago... kangaroo11      ( Date: 11-Dec-2017 11:34) Posted: For a loss making company, CDG bought LCR at 90% of its book value valued at NAV $642M. Hmmm.... Doesnt seems to me like a good value deal!
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kangaroo11 Veteran	11-Dec-2017 11:34        kangaroo11 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	For a loss making company, CDG bought LCR at 90% of its book value valued at NAV $642M. Hmmm.... Doesnt seems to me like a good value deal!
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john_ric Supreme	11-Dec-2017 11:22        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	market confidence on cdg is only temp. will be shorted again few days later. .
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alexchew Master	11-Dec-2017 10:56        alexchew About Contact  Quote this Post!
x 0   x 0  Alert Admin	i wouldn' t want to go into the technical differences of running both.. if you think its e same, its up to u. I have given my opinion, i can be wrong. But i am a naysayer of comfort since its $3days... Comfort can only pray that no further and stricter regulations comes for PHVs now... Any extra $1 raised by grab, will have double the negative impact directly on comfort now. seba240698      ( Date: 11-Dec-2017 10:50) Posted: I think running PHVs rental requires the same expertise as running taxi business, rental and maintenance only what? So CDG is very capable of running PHVs. It already had its own car leasing business before this. I think the MAIN issue of this deal is, is the price right.... ? alexchew      ( Date: 11-Dec-2017 10:44) Posted: From POV of shareholders, i will preferably want the company to return me the money as dividends instead of pumping into this. Let the shareholders have the flexibility to buy into whatever risk they want, but not for a well managed taxi company to get involve into phv. Nv branch out into what you dunno.. Rem, when uber/grab first arrives in sg, comfort management warn the drivers not to use the apps and never did anything to help them actually. They are slow to realise this is a disruptor, what makes them competent enough to run this business now
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seba240698 Senior	11-Dec-2017 10:50        seba240698 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think running PHVs rental requires the same expertise as running taxi business, rental and maintenance only what? So CDG is very capable of running PHVs. It already had its own car leasing business before this. I think the MAIN issue of this deal is, is the price right.... ? alexchew      ( Date: 11-Dec-2017 10:44) Posted: From POV of shareholders, i will preferably want the company to return me the money as dividends instead of pumping into this. Let the shareholders have the flexibility to buy into whatever risk they want, but not for a well managed taxi company to get involve into phv. Nv branch out into what you dunno.. Rem, when uber/grab first arrives in sg, comfort management warn the drivers not to use the apps and never did anything to help them actually. They are slow to realise this is a disruptor, what makes them competent enough to run this business now. lynn89      ( Date: 11-Dec-2017 10:33) Posted: Market feels positive development here. Crosses $2. Huge volumes traded
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alexchew Master	11-Dec-2017 10:44        alexchew About Contact  Quote this Post!
x 0   x 0  Alert Admin	From POV of shareholders, i will preferably want the company to return me the money as dividends instead of pumping into this. Let the shareholders have the flexibility to buy into whatever risk they want, but not for a well managed taxi company to get involve into phv. Nv branch out into what you dunno.. Rem, when uber/grab first arrives in sg, comfort management warn the drivers not to use the apps and never did anything to help them actually. They are slow to realise this is a disruptor, what makes them competent enough to run this business now. lynn89      ( Date: 11-Dec-2017 10:33) Posted: Market feels positive development here. Crosses $2. Huge volumes traded
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lynn89 Senior	11-Dec-2017 10:33        lynn89 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Market feels positive development here. Crosses $2. Huge volumes traded
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seba240698 Senior	11-Dec-2017 10:23        seba240698 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why CDG so stupid to pick up a $1b debt? Is there any hidden agenda, with 4 decades of business experience, can't they figure out this is a lose lose deal? Is there something behind their sleeves? CDG was not born yesterday! alexchew      ( Date: 11-Dec-2017 10:19) Posted: It' s not an asset purchase actually. It' s a 51% share in the company. So, comes along with everything, not cherry pick. Ultimately, now you have a old management taxi operator that has majority share in  a PHV business. For sure, conflict of interest will be there one day... To give my one dollar to my taxi or to my phv.. Uncertainty is never good. Until they are able to synergise both... But if they do uber/comfort synergy, does it mean they are kick out of grab? this is going to be interesting, but before we see any winners, more money have to be thrown in for sure.. Where got things come for free one.. Just lay ur bets or stay out of it and look for easier counters..  seba240698      ( Date: 11-Dec-2017 10:14) Posted: Sometime I'm wondering, I corps be naive, could it be the $295 mil CDG offered EXCLUDES the $1b debt lcr has? Just perky buying the cars? Possible? I'm not sure......
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