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Latest Forum Topics / ComfortDelGro    Last:1.29 --  Post Reply
COMFORT DELGRO - MOVING FORWARD
Conman
Elite
24-Jun-2021 12:47     
 
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 Alert Admin 		General Tan, I guess you are from DBS. But do you know that Zoom Bee taxis dont earn from the public but the Merdeka taxi drivers. Do you expect more people will drive taxis from now, and if yes, why.

And do you know even before the Pandemic, out of the 356 bus routes in Singapore, only 11 managed to break even. A few monyhs ago, I have read news that only 6 are breaking even now. So how is it going to earn more monwy in an endemic time ahead? Government give more tax-payers' money? How you know it would?

PhillipTan      ( Date: 24-Jun-2021 11:32) Posted:

DBS - Ideas of the Day

Trending Sectors -  Reopening beneficiaries

Pandemic to endemic
- Singapore is preparing a roadmap for COVID-19 being endemic as more people are vaccinated in the weeks/months ahead
- Next milestone is for two-thirds of the population to be vaccinated by National Day
- In time, COVID-19 will be treated as any other endemic diseases such as dengue and HFMD
- Focus will then turn to the number of hospitalisations compared to number of infections, large gatherings can be allowed, businesses needed not fear disruptions
- Eventually, no-quarantine international travel will be possible using vaccine certificates to countries that have also brought the disease to an endemic norm
- Positive for domestic reopening names: (1) public transportation -  ComfortDelGro, (2) retail REITs -  Frasers Commercial Trust,  Lendlease Global,  Mapletree Commercial Trust, (3) office -Keppel REIT.
 

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Starship
Supreme
24-Jun-2021 11:35     
 
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 Alert Admin

PhillipTan      ( Date: 24-Jun-2021 11:32) Posted:

DBS - Ideas of the Day

Trending Sectors -  Reopening beneficiaries

Pandemic to endemic
- Singapore is preparing a roadmap for COVID-19 being endemic as more people are vaccinated in the weeks/months ahead
- Next milestone is for two-thirds of the population to be vaccinated by National Day
- In time, COVID-19 will be treated as any other endemic diseases such as dengue and HFMD
- Focus will then turn to the number of hospitalisations compared to number of infections, large gatherings can be allowed, businesses needed not fear disruptions
- Eventually, no-quarantine international travel will be possible using vaccine certificates to countries that have also brought the disease to an endemic norm
- Positive for domestic reopening names: (1) public transportation -  ComfortDelGro, (2) retail REITs -  Frasers Commercial Trust,  Lendlease Global,  Mapletree Commercial Trust, (3) office -Keppel REIT.
 

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PhillipTan
Supreme
24-Jun-2021 11:32     
 
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 Alert Admin 		DBS - Ideas of the Day

Trending Sectors -  Reopening beneficiaries

Pandemic to endemic
- Singapore is preparing a roadmap for COVID-19 being endemic as more people are vaccinated in the weeks/months ahead
- Next milestone is for two-thirds of the population to be vaccinated by National Day
- In time, COVID-19 will be treated as any other endemic diseases such as dengue and HFMD
- Focus will then turn to the number of hospitalisations compared to number of infections, large gatherings can be allowed, businesses needed not fear disruptions
- Eventually, no-quarantine international travel will be possible using vaccine certificates to countries that have also brought the disease to an endemic norm
- Positive for domestic reopening names: (1) public transportation -  ComfortDelGro, (2) retail REITs -  Frasers Commercial Trust,  Lendlease Global,  Mapletree Commercial Trust, (3) office -Keppel REIT.
 
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Conman
Elite
23-Jun-2021 15:27     
 
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 Alert Admin 		If IPO, shares will thin out and drop. Unless Zoom Bee compensate you for that, your pants will become Bermuda shorts.

Value28      ( Date: 23-Jun-2021 14:13) Posted:

Thanks for the post and link.  Great to see such possibilities . I m long ....I had benefitted similarly fr Sembcorp ind. last Aug/Sept....still DYODD

Buradin      ( Date: 22-Jun-2021 16:54) Posted:

ComfortDelGro taps UBS, CS for Australian review $1b-plus sale, float

  1. Should the company (Comfortdelgro Australisa) head to the ASX boards, it would likely be    compared to $2.13 billion small cap market darling Sealink Travel Group, which made a big play into buslines when it paid about $700 million for Transit Systems Group in 2019. Sealink shares were trading at 13.6 times forward EBITDA and 28.3-times forecast profit on Tuesday.
  2. ComfortDelGro would be likely to argue its offering its superior to Sealink because its bigger presence, in terms of depots and buses, and the nature of its earnings.
  3. Based on Sealink& rsquo s multiples & ndash and it must be pointed out it is not a perfect comp to the new IPO contender & ndash    ComfortDelGro& rsquo s Australian business could be worth well north of $1 billion.

https://www.afr.com/street-talk/comfortdelgro-taps-ubs-cs-for-australian-review-1b-plus-sale-float-20210601-p57wym
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Starship
Supreme
23-Jun-2021 14:29     
 
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Value28      ( Date: 23-Jun-2021 14:13) Posted:

Thanks for the post and link.  Great to see such possibilities . I m long ....I had benefitted similarly fr Sembcorp ind. last Aug/Sept....still DYODD

Buradin      ( Date: 22-Jun-2021 16:54) Posted:

ComfortDelGro taps UBS, CS for Australian review $1b-plus sale, float

  1. Should the company (Comfortdelgro Australisa) head to the ASX boards, it would likely be    compared to $2.13 billion small cap market darling Sealink Travel Group, which made a big play into buslines when it paid about $700 million for Transit Systems Group in 2019. Sealink shares were trading at 13.6 times forward EBITDA and 28.3-times forecast profit on Tuesday.
  2. ComfortDelGro would be likely to argue its offering its superior to Sealink because its bigger presence, in terms of depots and buses, and the nature of its earnings.
  3. Based on Sealink& rsquo s multiples & ndash and it must be pointed out it is not a perfect comp to the new IPO contender & ndash    ComfortDelGro& rsquo s Australian business could be worth well north of $1 billion.

https://www.afr.com/street-talk/comfortdelgro-taps-ubs-cs-for-australian-review-1b-plus-sale-float-20210601-p57wym
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Value28
Member
23-Jun-2021 14:13     
 
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 Alert Admin 		Thanks for the post and link.  Great to see such possibilities . I m long ....I had benefitted similarly fr Sembcorp ind. last Aug/Sept....still DYODD

Buradin      ( Date: 22-Jun-2021 16:54) Posted:

ComfortDelGro taps UBS, CS for Australian review $1b-plus sale, float

  1. Should the company (Comfortdelgro Australisa) head to the ASX boards, it would likely be    compared to $2.13 billion small cap market darling Sealink Travel Group, which made a big play into buslines when it paid about $700 million for Transit Systems Group in 2019. Sealink shares were trading at 13.6 times forward EBITDA and 28.3-times forecast profit on Tuesday.
  2. ComfortDelGro would be likely to argue its offering its superior to Sealink because its bigger presence, in terms of depots and buses, and the nature of its earnings.
  3. Based on Sealink& rsquo s multiples & ndash and it must be pointed out it is not a perfect comp to the new IPO contender & ndash    ComfortDelGro& rsquo s Australian business could be worth well north of $1 billion.

https://www.afr.com/street-talk/comfortdelgro-taps-ubs-cs-for-australian-review-1b-plus-sale-float-20210601-p57wym
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Conman
Elite
23-Jun-2021 10:59     
 
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 Alert Admin 		Buddy, even if you believe what others say, my question is still what you will get and whether your shares will go up or down even if you really get something.

Go read the Hyflux threads. Very entertaining. But if you go there cry father cry mother you will get fxxxed by other members, one of them could be me using a different nick. 🤓

Buradin      ( Date: 23-Jun-2021 10:29) Posted:

If the potential IPO value of its australia business is 1.5 billion, it will be worth at least 69 cents. Go forth and do a good job with the divestment.
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Buradin
Veteran
23-Jun-2021 10:29     
 
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 Alert Admin 		If the potential IPO value of its australia business is 1.5 billion, it will be worth at least 69 cents. Go forth and do a good job with the divestment.
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Conman
Elite
23-Jun-2021 04:11     
 
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 Alert Admin 		OMG Cheering again!

Most impotent questions I asked nobody could answer. All keep quiet. Skali see one 'analyst' say so very good all wake up cheer again. Go read the new Hyflux thread you will get better entertainment there.

1. Australian business so very good why Zoom Bee want to sell? Hand itchy is it?

2. After selling uncles and aunties can get what? DBS got say anyting or not? If got say, just follow. DBS is our Ah Gong. If anything go wrong, just open a new thread in SJ and cry father cry mother can already.

3. One guru in SJ said uncles and aunties can get 20%. After get, shares will go up. Because 3-1 =4.

My US stocks up again. Early in the morning is the best time. I get double entertainment from the US and SJ.

Good night.

Buradin      ( Date: 22-Jun-2021 17:23) Posted:

Lol that is 4 gifs!

Starship      ( Date: 22-Jun-2021 17:20) Posted:






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Buradin
Veteran
22-Jun-2021 17:23     
 
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 Alert Admin 		Lol that is 4 gifs!

Starship      ( Date: 22-Jun-2021 17:20) Posted:






Buradin      ( Date: 22-Jun-2021 16:54) Posted:

ComfortDelGro taps UBS, CS for Australian review $1b-plus sale, float

  1. Should the company (Comfortdelgro Australisa) head to the ASX boards, it would likely be    compared to $2.13 billion small cap market darling Sealink Travel Group, which made a big play into buslines when it paid about $700 million for Transit Systems Group in 2019. Sealink shares were trading at 13.6 times forward EBITDA and 28.3-times forecast profit on Tuesday.
  2. ComfortDelGro would be likely to argue its offering its superior to Sealink because its bigger presence, in terms of depots and buses, and the nature of its earnings.
  3. Based on Sealink& rsquo s multiples & ndash and it must be pointed out it is not a perfect comp to the new IPO contender & ndash    ComfortDelGro& rsquo s Australian business could be worth well north of $1 billion.

https://www.afr.com/street-talk/comfortdelgro-taps-ubs-cs-for-australian-review-1b-plus-sale-float-20210601-p57wym
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Starship
Supreme
22-Jun-2021 17:20     
 
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 Alert Admin




Buradin      ( Date: 22-Jun-2021 16:54) Posted:

ComfortDelGro taps UBS, CS for Australian review $1b-plus sale, float

  1. Should the company (Comfortdelgro Australisa) head to the ASX boards, it would likely be    compared to $2.13 billion small cap market darling Sealink Travel Group, which made a big play into buslines when it paid about $700 million for Transit Systems Group in 2019. Sealink shares were trading at 13.6 times forward EBITDA and 28.3-times forecast profit on Tuesday.
  2. ComfortDelGro would be likely to argue its offering its superior to Sealink because its bigger presence, in terms of depots and buses, and the nature of its earnings.
  3. Based on Sealink& rsquo s multiples & ndash and it must be pointed out it is not a perfect comp to the new IPO contender & ndash    ComfortDelGro& rsquo s Australian business could be worth well north of $1 billion.

https://www.afr.com/street-talk/comfortdelgro-taps-ubs-cs-for-australian-review-1b-plus-sale-float-20210601-p57wym
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Buradin
Veteran
22-Jun-2021 16:54     
 
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 Alert Admin

ComfortDelGro taps UBS, CS for Australian review $1b-plus sale, float

  1. Should the company (Comfortdelgro Australisa) head to the ASX boards, it would likely be    compared to $2.13 billion small cap market darling Sealink Travel Group, which made a big play into buslines when it paid about $700 million for Transit Systems Group in 2019. Sealink shares were trading at 13.6 times forward EBITDA and 28.3-times forecast profit on Tuesday.
  2. ComfortDelGro would be likely to argue its offering its superior to Sealink because its bigger presence, in terms of depots and buses, and the nature of its earnings.
  3. Based on Sealink& rsquo s multiples & ndash and it must be pointed out it is not a perfect comp to the new IPO contender & ndash    ComfortDelGro& rsquo s Australian business could be worth well north of $1 billion.

https://www.afr.com/street-talk/comfortdelgro-taps-ubs-cs-for-australian-review-1b-plus-sale-float-20210601-p57wym
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Conman
Elite
21-Jun-2021 11:22     
 
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 Alert Admin 		General Tan, too late. Your report came too late. The whole market already dropped before DBS finished writing the report.. I already bought 100 lots $1.66 at 9.01am. Now waiting to cut loss. 😭 But I dont blame you. My own fault 😭 Thanks anyway 😭

PhillipTan      ( Date: 21-Jun-2021 09:53) Posted:

DBS - Market View Update

STI support at 3060 - July rebound should follow the June correction
- S& P500 fell 1.3% on Friday on rising interest rates uncertainty after a FED official said rates could rise as soon as end-2022
- Cyclicals led the decline while sectors with growth seen as more resilient to a rising interest rates outperformed.
- Energy, utilities, and financials underperformed while consumer discretionary, technology and telecom sectors outperformed
- The wide trading range from 3200-3300 (13.78x +0.5SD 12-mth fwd PE) to 3060 (below 13.18x average 12-mth fwd PE) should continue in coming month/s
- July is a seasonally positive month, and this year should be no exception, underpinned by interim dividend announcement for banks (UOB, OCBC) and technical rebound for the broader market
- We think the current decline should find support at 3090-3100 or worst case 3060
- While the current heightened measures will impact 2Q results, we are positive on domestic reopening names beyond the upcoming reporting season as Singapore prepares for a more robust and sustainable reopening with rising vaccination rates (e.g. FCT, Mapletree Commercial Trust, Lendlease Global, Keppel REIT, ComfortDelgro)

 

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PhillipTan
Supreme
21-Jun-2021 09:53     
 
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 Alert Admin 		DBS - Market View Update

STI support at 3060 - July rebound should follow the June correction
- S& P500 fell 1.3% on Friday on rising interest rates uncertainty after a FED official said rates could rise as soon as end-2022
- Cyclicals led the decline while sectors with growth seen as more resilient to a rising interest rates outperformed.
- Energy, utilities, and financials underperformed while consumer discretionary, technology and telecom sectors outperformed
- The wide trading range from 3200-3300 (13.78x +0.5SD 12-mth fwd PE) to 3060 (below 13.18x average 12-mth fwd PE) should continue in coming month/s
- July is a seasonally positive month, and this year should be no exception, underpinned by interim dividend announcement for banks (UOB, OCBC) and technical rebound for the broader market
- We think the current decline should find support at 3090-3100 or worst case 3060
- While the current heightened measures will impact 2Q results, we are positive on domestic reopening names beyond the upcoming reporting season as Singapore prepares for a more robust and sustainable reopening with rising vaccination rates (e.g. FCT, Mapletree Commercial Trust, Lendlease Global, Keppel REIT, ComfortDelgro)

 
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Conman
Elite
18-Jun-2021 09:53     
 
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 Alert Admin 		Why is Zoom Bee selling these General Tan? Selling Australia assets still not enough is it?

After that, will we get a 20% special dividends from the sales proceeds?

Would this affect the share price?

Thanks,
Regards

PhillipTan      ( Date: 18-Jun-2021 09:44) Posted:

DBS - Stocks to Watch

ComfortDelGro  : BUY
Last Traded Price: S$1.66 Price Target (12-mth): S$1.99 (Upside 19.9%)

ComfortDelGro divests assets in London
- Computer Cab and Flightlink International, both subsidiaries of ComfortDelGro, have entered into agreements to divest their taxi and chauffeur car hire services assets in London
- The assets will be sold to Addison Lee for S$5.6m
- The transaction is expected to be completed about 20 business days from 16 June 2021
 

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PhillipTan
Supreme
18-Jun-2021 09:44     
 
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 Alert Admin 		DBS - Stocks to Watch

ComfortDelGro  : BUY
Last Traded Price: S$1.66 Price Target (12-mth): S$1.99 (Upside 19.9%)

ComfortDelGro divests assets in London
- Computer Cab and Flightlink International, both subsidiaries of ComfortDelGro, have entered into agreements to divest their taxi and chauffeur car hire services assets in London
- The assets will be sold to Addison Lee for S$5.6m
- The transaction is expected to be completed about 20 business days from 16 June 2021
 
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Conman
Elite
17-Jun-2021 16:01     
 
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 Alert Admin 		So how General Tan? Buy? Yourself got buy or not? Dont worry, I state here for you DYODD for you to advise.

PhillipTan      ( Date: 17-Jun-2021 09:44) Posted:

DBS - Ideas of the Day

Trending Sectors

Domestic reopening

Possible delay in reopening but we are close to the endemic
- As the number of unlinked COVID-19 community cases rises and clusters pop up in Singapore, the government is evaluating the timeline and scope of the next stage of reopening
- There could be potential delays to the resumption of dining on 21 June and F& Bs could continue to struggle
- c.46% of Singapore' s population have received at least one dose and it aims to have all eligible Singapore residents vaccinated with at least one dose by early August
- We believe that we are approaching the endemic as mentioned by PM Lee, with high levels of vaccinations and any further decline should not fall beyond the correction in May
- As vaccination rates increase, these reopening stocks will be more resilient and we remain positive on retail REITs (FCT, MCT), leisure (Genting), F& B (Koufu) and public transportation (ComfortDelGro)
 

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PhillipTan
Supreme
17-Jun-2021 09:44     
 
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 Alert Admin 		DBS - Ideas of the Day

Trending Sectors

Domestic reopening

Possible delay in reopening but we are close to the endemic
- As the number of unlinked COVID-19 community cases rises and clusters pop up in Singapore, the government is evaluating the timeline and scope of the next stage of reopening
- There could be potential delays to the resumption of dining on 21 June and F& Bs could continue to struggle
- c.46% of Singapore' s population have received at least one dose and it aims to have all eligible Singapore residents vaccinated with at least one dose by early August
- We believe that we are approaching the endemic as mentioned by PM Lee, with high levels of vaccinations and any further decline should not fall beyond the correction in May
- As vaccination rates increase, these reopening stocks will be more resilient and we remain positive on retail REITs (FCT, MCT), leisure (Genting), F& B (Koufu) and public transportation (ComfortDelGro)
 
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Conman
Elite
16-Jun-2021 15:35     
 
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 Alert Admin 		Actually, my theory is that if more people buy, price will drop. If more people sell, price will go up. Retailers will never be able to push the price up. So anyone who tries to get retailers to buy hoping that the price will go up is in fact doing himself and all the longists a disservice.

ringo88      ( Date: 16-Jun-2021 12:46) Posted:

Nope.. technically, he did not ask anyone to buy.

 

Conman      ( Date: 16-Jun-2021 12:13) Posted:

General, you ask people to buy? They lose money you want to be responsible or not
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Conman
Elite
16-Jun-2021 13:02     
 
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 Alert Admin 		Nothing is good for land transport, PHVs also inclusive, unless the world is stagnant. Covid19 will accelerate the process of change. Some businesses will do better of course, but not all.

Fallingman      ( Date: 16-Jun-2021 11:01) Posted:

Sit there shake leg, do nothing, die. 

Re-org into PMG, do something, also die.

Like that Comfortdelgro sure die. 

So the Conman say.....

Conman      ( Date: 16-Jun-2021 03:28) Posted:

These will kill its very own cash cow taxis, Guru
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