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COMFORT DELGRO - MOVING FORWARD Post Reply Rate topic
Conman Elite	29-Aug-2021 05:45        Conman About Contact  Quote this Post!
x 0   x 2  Alert Admin	All because it has too much hot air that cools down only after one day. It is a NATO outside Europe. Uncles and Aunties may not understand PR-language but they are not stupid. Grab could capture practically the whole food delivery market within a few months but this Zoom Bee talked talked talked and now already stopped talking. I am also interested in how its Green Energy Research is going to make money. LTA bought buses from Volvo, MAN, and now also ST. SMRT bought electric taxis from MG. Is the Zoom Bee selling anything that anyone can buy? Even this so-called big NZ-Capture turns out to be worth only $2.5m profits a year. By the end of the full 8 year contract it would have earned only $20m. By then, inflation would probably have eaten away half of it. tpohwashere      ( Date: 29-Aug-2021 00:31) Posted: No regrets ... this stock hasn' t moved much since Mar crash except for a bump in Nov.    It' s still trailing the STI by more than 25% since the crash and I doubt it will move much till the economy is fully reopened.    dotcomster      ( Date: 28-Aug-2021 22:11) Posted: I stupid to sell my shares sig
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tpohwashere Veteran	29-Aug-2021 00:31        tpohwashere About Contact  Quote this Post!
x 0   x 0  Alert Admin	No regrets ... this stock hasn' t moved much since Mar crash except for a bump in Nov.    It' s still trailing the STI by more than 25% since the crash and I doubt it will move much till the economy is fully reopened.    dotcomster      ( Date: 28-Aug-2021 22:11) Posted: I stupid to sell my shares sigh tpohwashere      ( Date: 28-Aug-2021 16:44) Posted: Like the CIMB report says, the estimated profit is small but they have reiterated their Add recommendation and $1.80 target. That' s all that matters. What is there to " chase" ?  SG market is where I park my SGD for dividends.  It' s not going anywhere anytime. If you want to gamble, you can join me in US market.  I just took another long position on AAU and sitting on plenty of ARKK puts at $110/$100/$90
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dotcomster Member	28-Aug-2021 22:11        dotcomster About Contact  Quote this Post!
x 0   x 0  Alert Admin	I stupid to sell my shares sigh tpohwashere      ( Date: 28-Aug-2021 16:44) Posted: Like the CIMB report says, the estimated profit is small but they have reiterated their Add recommendation and $1.80 target. That' s all that matters. What is there to " chase" ?  SG market is where I park my SGD for dividends.  It' s not going anywhere anytime. If you want to gamble, you can join me in US market.  I just took another long position on AAU and sitting on plenty of ARKK puts at $110/$100/$90. Conman      ( Date: 28-Aug-2021 16:22) Posted: So how Buradin, What do you think? Will you chase? Bro Tposawhere, What is your response to this scary $2.5m annual profits? No fish, prawns also good is it
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Conman Elite	28-Aug-2021 21:26        Conman About Contact  Quote this Post!
x 0   x 2  Alert Admin	No need to argue lah bro. If you are really what you said yourself to be, you wouldnt be bothered to insist. You dont even know who I am. You are stuck in this punting stock and you argue that there is no BBs punting with you. To play this stock, you are playing with the BBs. BBs, 'analysts', traders and their robotic dogs work together to punt with you. You cant beat them.This is why you are stuck long long in this counter. Ego is important to you. Unfortunately if you still refuse to learn, you will have no ego evenrually. tpohwashere      ( Date: 28-Aug-2021 20:22) Posted: It' s strange for you to suggest it' s a brag since I didn' t even disclose the value at stake. Anyway, I can understand why you have misunderstood as you simply do not understand what my positions are telling you.  If you did, then you should get my hint that Comfort is a low beta stock with acceptable risk in a bear market.  It' s essentially just a bond proxy where I' m concerned. And no, I don' t bother with the 1-2 cent daily movements.  It' s a cyclical stock that I' m pretty confident will simply move up as the SG economy recovers.    P/S:  You obviously don' t know what psychologists are trained to do (it is nothing like what you watch in movies).  It' s quite a pain reading your posts as it' s hilariously stupid/silly (pardon me being blunt).  Anyway, enjoy your weekend ... I need to digest my heavy dinner. Cheers
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tpohwashere Veteran	28-Aug-2021 20:22        tpohwashere About Contact  Quote this Post!
x 0   x 0  Alert Admin	It' s strange for you to suggest it' s a brag since I didn' t even disclose the value at stake. Anyway, I can understand why you have misunderstood as you simply do not understand what my positions are telling you.  If you did, then you should get my hint that Comfort is a low beta stock with acceptable risk in a bear market.  It' s essentially just a bond proxy where I' m concerned. And no, I don' t bother with the 1-2 cent daily movements.  It' s a cyclical stock that I' m pretty confident will simply move up as the SG economy recovers.    P/S:  You obviously don' t know what psychologists are trained to do (it is nothing like what you watch in movies).  It' s quite a pain reading your posts as it' s hilariously stupid/silly (pardon me being blunt).  Anyway, enjoy your weekend ... I need to digest my heavy dinner. Cheers
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Conman Elite	28-Aug-2021 17:27        Conman About Contact  Quote this Post!
x 0   x 1  Alert Admin	Dont bull s h i t lah bro. You are just many of the uncles who are stuck at high prices dying to escape. "Earning dividends" is just your way to rationalise tour losses. Your new US positions that you bragged about was also your way of saving your ego. I am a trained psychologist so I have no problem seeing through you. 🤓 tpohwashere      ( Date: 28-Aug-2021 16:44) Posted: Like the CIMB report says, the estimated profit is small but they have reiterated their Add recommendation and $1.80 target. That' s all that matters. What is there to " chase" ?  SG market is where I park my SGD for dividends.  It' s not going anywhere anytime. If you want to gamble, you can join me in US market.  I just took another long position on AAU and sitting on plenty of ARKK puts at $110/$100/$90. Conman      ( Date: 28-Aug-2021 16:22) Posted: So how Buradin, What do you think? Will you chase? Bro Tposawhere, What is your response to this scary $2.5m annual profits? No fish, prawns also good is it
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tpohwashere Veteran	28-Aug-2021 16:44        tpohwashere About Contact  Quote this Post!
x 0   x 0  Alert Admin	Like the CIMB report says, the estimated profit is small but they have reiterated their Add recommendation and $1.80 target. That' s all that matters. What is there to " chase" ?  SG market is where I park my SGD for dividends.  It' s not going anywhere anytime. If you want to gamble, you can join me in US market.  I just took another long position on AAU and sitting on plenty of ARKK puts at $110/$100/$90. Conman      ( Date: 28-Aug-2021 16:22) Posted: So how Buradin, What do you think? Will you chase? Bro Tposawhere, What is your response to this scary $2.5m annual profits? No fish, prawns also good is it? Conman      ( Date: 28-Aug-2021 14:15) Posted: Buddy, Of course, Zoom Bee let go hot air again. It wouldnt tell you the truth. NZ has 700 islands, a gross land size of 400 times of Singapore. But its population is smaller than ours. It has sheep population of 10 times of our human population though. And I have checked, the sheeps there dont commute by trains😼 . The estimated annual profits of $2.5m was not by me but by CIMB(ZaoBao p 26 today) I think our Thomson-East Coast line Ph2 launched yesterday is anytime better. You should know by now who its operator is. 🤯
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Conman Elite	28-Aug-2021 16:22        Conman About Contact  Quote this Post!
x 0   x 1  Alert Admin	So how Buradin, What do you think? Will you chase? Bro Tposawhere, What is your response to this scary $2.5m annual profits? No fish, prawns also good is it? Conman      ( Date: 28-Aug-2021 14:15) Posted: Buddy, Of course, Zoom Bee let go hot air again. It wouldnt tell you the truth. NZ has 700 islands, a gross land size of 400 times of Singapore. But its population is smaller than ours. It has sheep population of 10 times of our human population though. And I have checked, the sheeps there dont commute by trains😼 . The estimated annual profits of $2.5m was not by me but by CIMB(ZaoBao p 26 today) I think our Thomson-East Coast line Ph2 launched yesterday is anytime better. You should know by now who its operator is. 🤯 Buradin      ( Date: 28-Aug-2021 12:32) Posted: ComfortDelGro said that the Auckland rail network is the largest in New Zealand. There are four train lines in the network, which consists of 185km of track, 42 stations, 72 three-car electric multiple-unit trains and eight diesel multiple-unit trains.  With the expected opening of Auckland?s new City Rail Link in 2024, the network will grow to 44 stations and 95 electric multiple-unit trains, and will likely result in higher ridership.  Read more at https://www.todayonline.com/singapore/comfortdelgro-enters-new-zealands-land-transport-market-after-winning-tender-operate-train
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tpohwashere Veteran	28-Aug-2021 16:16        tpohwashere About Contact  Quote this Post!
x 0   x 0  Alert Admin	In case you are so dumb that you haven' t realised, ... nobody here is interested in your " uncle auntie" analysis. Conman      ( Date: 28-Aug-2021 15:26) Posted: Bro, as I have always said, this punting counter can go up to $5 if uncles like you are willing to chase when the BBs pump. tpohwashere      ( Date: 28-Aug-2021 14:31) Posted: You can read CIMB' s report here -  https://alanyeo.files.wordpress.com/2021/08/comfortdelgro-1.pdf The only data that matters to me: We are positive on the win this is an asset-light business model with stable cash flow and defensive earnings. We estimate EPS accretion of 1.1%-1.8%. Reiterate Add and TP of S$1.80. CD is a beneficiary of economy reopening. Value unlocking in Australia, positive updates on DTL are potential catalysts.
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Conman Elite	28-Aug-2021 15:26        Conman About Contact  Quote this Post!
x 0   x 1  Alert Admin	Bro, as I have always said, this punting counter can go up to $5 if uncles like you are willing to chase when the BBs pump. tpohwashere      ( Date: 28-Aug-2021 14:31) Posted: You can read CIMB' s report here -  https://alanyeo.files.wordpress.com/2021/08/comfortdelgro-1.pdf The only data that matters to me: We are positive on the win this is an asset-light business model with stable cash flow and defensive earnings. We estimate EPS accretion of 1.1%-1.8%. Reiterate Add and TP of S$1.80. CD is a beneficiary of economy reopening. Value unlocking in Australia, positive updates on DTL are potential catalysts.  Entropy72      ( Date: 28-Aug-2021 14:07) Posted: Is the Auckland revenue dependent on passenger volumes?   Looks like a fixed sum contract from the government to AOR.   The revenue and profit is relatively modest but it serves as a beach head for CDG to expand its presence in NZ (including going from rail to bus and cabs).   The modest undertaking caps the risk for CDG while officially expanding its geographical coverage
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Entropy72 Master	28-Aug-2021 14:56        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for sharing the link. Yes, it is a positive development though not earthshaking yet. tpohwashere      ( Date: 28-Aug-2021 14:31) Posted: You can read CIMB' s report here -  https://alanyeo.files.wordpress.com/2021/08/comfortdelgro-1.pdf The only data that matters to me: We are positive on the win this is an asset-light business model with stable cash flow and defensive earnings. We estimate EPS accretion of 1.1%-1.8%. Reiterate Add and TP of S$1.80. CD is a beneficiary of economy reopening. Value unlocking in Australia, positive updates on DTL are potential catalysts.  Entropy72      ( Date: 28-Aug-2021 14:07) Posted: Is the Auckland revenue dependent on passenger volumes?   Looks like a fixed sum contract from the government to AOR.   The revenue and profit is relatively modest but it serves as a beach head for CDG to expand its presence in NZ (including going from rail to bus and cabs).   The modest undertaking caps the risk for CDG while officially expanding its geographical coverage
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Starship Supreme	28-Aug-2021 14:41        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	tpohwashere      ( Date: 28-Aug-2021 13:57) Posted: Why bother what he thinks?  He is obviously clueless and a novice. You either invest based on fundamentals or charts.  His evaluation is based on imaginary uncles and aunties and BBs, outright lies or pure speculation.  The only value he provides is comedy relief.
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tpohwashere Veteran	28-Aug-2021 14:31        tpohwashere About Contact  Quote this Post!
x 0   x 0  Alert Admin	You can read CIMB' s report here -  https://alanyeo.files.wordpress.com/2021/08/comfortdelgro-1.pdf The only data that matters to me: We are positive on the win this is an asset-light business model with stable cash flow and defensive earnings. We estimate EPS accretion of 1.1%-1.8%. Reiterate Add and TP of S$1.80. CD is a beneficiary of economy reopening. Value unlocking in Australia, positive updates on DTL are potential catalysts.  Entropy72      ( Date: 28-Aug-2021 14:07) Posted: Is the Auckland revenue dependent on passenger volumes?   Looks like a fixed sum contract from the government to AOR.   The revenue and profit is relatively modest but it serves as a beach head for CDG to expand its presence in NZ (including going from rail to bus and cabs).   The modest undertaking caps the risk for CDG while officially expanding its geographical coverage. Observers      ( Date: 28-Aug-2021 07:36) Posted: I very scare of announcements that have to mention pre-covid numbers as a means of justification
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Conman Elite	28-Aug-2021 14:15        Conman About Contact  Quote this Post!
x 0   x 1  Alert Admin	Buddy, Of course, Zoom Bee let go hot air again. It wouldnt tell you the truth. NZ has 700 islands, a gross land size of 400 times of Singapore. But its population is smaller than ours. It has sheep population of 10 times of our human population though. And I have checked, the sheeps there dont commute by trains😼 . The estimated annual profits of $2.5m was not by me but by CIMB(ZaoBao p 26 today) I think our Thomson-East Coast line Ph2 launched yesterday is anytime better. You should know by now who its operator is. 🤯 Buradin      ( Date: 28-Aug-2021 12:32) Posted: ComfortDelGro said that the Auckland rail network is the largest in New Zealand. There are four train lines in the network, which consists of 185km of track, 42 stations, 72 three-car electric multiple-unit trains and eight diesel multiple-unit trains.  With the expected opening of Auckland?s new City Rail Link in 2024, the network will grow to 44 stations and 95 electric multiple-unit trains, and will likely result in higher ridership.  Read more at https://www.todayonline.com/singapore/comfortdelgro-enters-new-zealands-land-transport-market-after-winning-tender-operate-train
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Entropy72 Master	28-Aug-2021 14:07        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is the Auckland revenue dependent on passenger volumes?   Looks like a fixed sum contract from the government to AOR.   The revenue and profit is relatively modest but it serves as a beach head for CDG to expand its presence in NZ (including going from rail to bus and cabs).   The modest undertaking caps the risk for CDG while officially expanding its geographical coverage. Observers      ( Date: 28-Aug-2021 07:36) Posted: I very scare of announcements that have to mention pre-covid numbers as a means of justification. Buradin      ( Date: 27-Aug-2021 17:45) Posted: ComfortDelGro joint venture lands $1.13 billion deal to operate rail services in Auckland https://www.straitstimes.com/singapore/transport/comfortdelgro-lands-first-overseas-rail-deal-in-new-zealand
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tpohwashere Veteran	28-Aug-2021 13:57        tpohwashere About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why bother what he thinks?  He is obviously clueless and a novice. You either invest based on fundamentals or charts.  His evaluation is based on imaginary uncles and aunties and BBs, outright lies or pure speculation.  The only value he provides is comedy relief.
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Starship Supreme	28-Aug-2021 12:56        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe Conman thinks every City is as tiny as Little Red Dot !!!!!  Buradin      ( Date: 28-Aug-2021 12:32) Posted: ComfortDelGro said that the Auckland rail network is the largest in New Zealand. There are four train lines in the network, which consists of 185km of track, 42 stations, 72 three-car electric multiple-unit trains and eight diesel multiple-unit trains.  With the expected opening of Auckland?s new City Rail Link in 2024, the network will grow to 44 stations and 95 electric multiple-unit trains, and will likely result in higher ridership.  Read more at https://www.todayonline.com/singapore/comfortdelgro-enters-new-zealands-land-transport-market-after-winning-tender-operate-train
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Buradin Veteran	28-Aug-2021 12:32        Buradin About Contact  Quote this Post!
x 0   x 0  Alert Admin	ComfortDelGro said that the Auckland rail network is the largest in New Zealand. There are four train lines in the network, which consists of 185km of track, 42 stations, 72 three-car electric multiple-unit trains and eight diesel multiple-unit trains.  With the expected opening of Auckland?s new City Rail Link in 2024, the network will grow to 44 stations and 95 electric multiple-unit trains, and will likely result in higher ridership.  Read more at https://www.todayonline.com/singapore/comfortdelgro-enters-new-zealands-land-transport-market-after-winning-tender-operate-train
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Starship Supreme	28-Aug-2021 10:39        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	ringo88      ( Date: 28-Aug-2021 09:49) Posted: Wahahaha...🤣 🤣 now got English and Chinese helicopters 🚁 Conman      ( Date: 28-Aug-2021 09:23) Posted: Yes Bro, Monday can punt again! This is basically a punting stock. Any hot air news can be excuse to punt. If you hear of anything like launching of food delivery service, opening of taxi bookings to PHVs, R&D in Green Energy, launching of super apps, renting out PHVs, etc etc, just get ready to punt. When you punt, you punt with the BBs. Yesterday with the 'good news', BBs opened the trade at 1.64. Uncles and aunties got exicted and chase 1.64/5/6 while BBs happily unloaded to them and closed their positions at 1.63. Yesterday English Helicopters Uncles and Aunties punted. Monday Chinese Helicopters will punt because Chinese newspapers reported the 'good news' just today. According to the Chinese Newspaers, Zoom Bee's potential profits from this new NZ contract is (only) $2.5m annually
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ringo88 Senior	28-Aug-2021 09:49        ringo88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wahahaha...🤣 🤣 now got English and Chinese helicopters 🚁 Conman      ( Date: 28-Aug-2021 09:23) Posted: Yes Bro, Monday can punt again! This is basically a punting stock. Any hot air news can be excuse to punt. If you hear of anything like launching of food delivery service, opening of taxi bookings to PHVs, R&D in Green Energy, launching of super apps, renting out PHVs, etc etc, just get ready to punt. When you punt, you punt with the BBs. Yesterday with the 'good news', BBs opened the trade at 1.64. Uncles and aunties got exicted and chase 1.64/5/6 while BBs happily unloaded to them and closed their positions at 1.63. Yesterday English Helicopters Uncles and Aunties punted. Monday Chinese Helicopters will punt because Chinese newspapers reported the 'good news' just today. According to the Chinese Newspaers, Zoom Bee's potential profits from this new NZ contract is (only) $2.5m annually. tpohwashere      ( Date: 28-Aug-2021 00:15) Posted: No rate hike, Dow up 220 now. Monday is going to be good, nothing stopping Comfort going up.
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