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COMFORT DELGRO - MOVING FORWARD Post Reply Rate topic
TA_Expert Supreme	13-Jan-2021 12:04        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 0  Alert Admin	One of the laggards. Buy now before it it too late. It is worth more than $2 stock.
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Entropy72 Master	13-Jan-2021 10:28        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Corporate news: Singpost takes a stake in ComfortDelgro :) Singpost      ( Date: 13-Jan-2021 09:52) Posted: buy at 1.65 safer
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Singpost Master	13-Jan-2021 09:52        Singpost About Contact  Quote this Post!
x 0   x 0  Alert Admin	buy at 1.65 safer
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Entropy72 Master	13-Jan-2021 09:08        Entropy72 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Maybank Kim Eng ups ComfortDelGro's TP on gradual recovery in ridership for 2021 - THE EDGE SINGAPORE Maybank Kim Eng analyst Kareen Chan has maintained ?buy? on transport operator ComfortDelGro (CDG) with a higher target price of $1.88 from $1.76 previously, as she estimates recovery in ridership for taxis and public transport will recover in 2021. Chan has also upped CDG?s earnings per share (EPS) by 23% to account for operating leverage amid a recovery in ridership. ?CDG offers exposure to domestic transport recovery, which should see a faster pace of turnaround compared to aviation. Downside risks include further impairment of UK businesses due to the worsening Covid-19 situation,? she says in a report dated Jan 11. Due to the further easing of social distancing and work from home (WFH) measures, Chan says she expects a sequential recovery in rail ridership. The availability of Covid-19 vaccines will also help to boost public transport ridership, making it another positive for the counter. Meanwhile, CDG?s bus contracting model (BCM) should remain stable as these are fixed contracts, and the Covid-19 situation in Singapore and Australia continues to remain under control, she notes. ?A sharp drop in fuel prices in January to April 2020 has resulted lower BCM contract fees in 1HFY2020. With fuel prices recovering since 2QFY2020, we expect BCM to contribute a more stable portion in FY2021,? says Chan. ?Thus, we have factored in 4.5% y-o-y revenue growth in public transport for FY2021 as we assume rail ridership will return to 75% of pre-Covid levels,? she adds. Ridership has also seen a sharp rebound in 3QFY2020, as riders now prefer taking taxis or private hire cars to reduce social interaction. ?The momentum should continue to gather steam, and alternative data (the number of taxis at taxi stands during peak hours) suggests that taxi idling rate has decreased around 90% in the past three months,? she says. Chan also cites, anecdotally, that conversations with taxi drivers, as well as Grab drivers, suggest that the situation has improved ?vastly?. ?Meanwhile, the implementation of stricter point-to-point regulation for PHC firms, and potential merger of Grab and Gojek indicate less competition for CDG,? says Chan. ?Overall, we do not expect CDG to provide substantial rental rebates to taxi drivers and forecast 30% y-o-y revenue growth this year,? she adds. To this end, Chan foresees that CDG?s stock price may recover in stages. This, she says, is catalysed by the easing of WFH measures, the control of the number of Covid-19 infections in the UK and the return of tourists when air travel resumes. ?The stock is trading at 24.1x FY21E price-to-earnings (P/E) with 2.5% FY21E yield. The current price implies 1.4x (price-to-book) P/B, which is 2 standard deviation (s.d.) below historical mean. Covid-19 has made inflection points hard to predict but CDG offers value as the worst is over and long-term fundamentals are intact,? she says.
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Conman Elite	11-Jan-2021 05:49        Conman About Contact  Quote this Post!
x 0   x 1  Alert Admin	Just as a Cow Dung Zom Bee can be preached as a rising star, this Mr Gujarat might well become the next God if more and more people believe him. Starship      ( Date: 10-Jan-2021 15:14) Posted: justicebaogaliao      ( Date: 10-Jan-2021 14:47) Posted: reading this tells me that master Conman have run out of dung bullet
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Starship Supreme	10-Jan-2021 15:14        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	justicebaogaliao      ( Date: 10-Jan-2021 14:47) Posted: reading this tells me that master Conman have run out of dung bullets Conman      ( Date: 10-Jan-2021 14:22) Posted: You are totally confused. I suggest you read my posts carefully again. As I ever said, you are not worth my time. When I respond to you, it is only because I dont want you to deceive other people
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Starship Supreme	10-Jan-2021 15:05        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	justicebaogaliao      ( Date: 10-Jan-2021 14:47) Posted: reading this tells me that master Conman have run out of dung bullets Conman      ( Date: 10-Jan-2021 14:22) Posted: You are totally confused. I suggest you read my posts carefully again. As I ever said, you are not worth my time. When I respond to you, it is only because I dont want you to deceive other people
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Starship Supreme	10-Jan-2021 15:01        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	justicebaogaliao      ( Date: 10-Jan-2021 14:47) Posted: reading this tells me that master Conman have run out of dung bullets Conman      ( Date: 10-Jan-2021 14:22) Posted: You are totally confused. I suggest you read my posts carefully again. As I ever said, you are not worth my time. When I respond to you, it is only because I dont want you to deceive other people
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justicebaogaliao Veteran	10-Jan-2021 14:47        justicebaogaliao About Contact  Quote this Post!
x 0   x 0  Alert Admin	reading this tells me that master Conman have run out of dung bullets Conman      ( Date: 10-Jan-2021 14:22) Posted: You are totally confused. I suggest you read my posts carefully again. As I ever said, you are not worth my time. When I respond to you, it is only because I dont want you to deceive other people. justicebaogaliao      ( Date: 10-Jan-2021 09:23) Posted: Any company that is affected by the pandemic is qualified for the subsidy.. this is call fairness  if a company is already loss making before covid 19, and even after govt subsidies is still loss making - who do u blame
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Conman Elite	10-Jan-2021 14:22        Conman About Contact  Quote this Post!
x 0   x 1  Alert Admin	You are totally confused. I suggest you read my posts carefully again. As I ever said, you are not worth my time. When I respond to you, it is only because I dont want you to deceive other people. justicebaogaliao      ( Date: 10-Jan-2021 09:23) Posted: Any company that is affected by the pandemic is qualified for the subsidy.. this is call fairness  if a company is already loss making before covid 19, and even after govt subsidies is still loss making - who do u blame? Conman      ( Date: 10-Jan-2021 05:26) Posted: That was not subsidy but called 'relief', which is one-off to rescue companies from the pandemic. It is not right to book that as profits, not right to transfer the excess relief from company to company, and even worse to pay as 'dividends' to shares punters
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Starship Supreme	10-Jan-2021 11:40        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	TA_Expert      ( Date: 08-Jan-2021 22:18) Posted: Buy comfort before it crosses $2. Hot money is flowing to Singapore now.
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justicebaogaliao Veteran	10-Jan-2021 09:23        justicebaogaliao About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any company that is affected by the pandemic is qualified for the subsidy.. this is call fairness  if a company is already loss making before covid 19, and even after govt subsidies is still loss making - who do u blame? Conman      ( Date: 10-Jan-2021 05:26) Posted: That was not subsidy but called 'relief', which is one-off to rescue companies from the pandemic. It is not right to book that as profits, not right to transfer the excess relief from company to company, and even worse to pay as 'dividends' to shares punters. investshare      ( Date: 09-Jan-2021 20:54) Posted: In accounting, government subsidy is indeed recorded as income
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Conman Elite	10-Jan-2021 05:26        Conman About Contact  Quote this Post!
x 0   x 1  Alert Admin	That was not subsidy but called 'relief', which is one-off to rescue companies from the pandemic. It is not right to book that as profits, not right to transfer the excess relief from company to company, and even worse to pay as 'dividends' to shares punters. investshare      ( Date: 09-Jan-2021 20:54) Posted: In accounting, government subsidy is indeed recorded as income. Conman      ( Date: 09-Jan-2021 20:37) Posted: I dont know of any other company which booked excess gov relief money as profits, and which transfetred excess relief fund from one div (bus) to another (taxis) and booked as profits of the latter. Maybe you know, and you can enlighten the forum, please.
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investshare Supreme	09-Jan-2021 20:54        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	In accounting, government subsidy is indeed recorded as income. Conman      ( Date: 09-Jan-2021 20:37) Posted: I dont know of any other company which booked excess gov relief money as profits, and which transfetred excess relief fund from one div (bus) to another (taxis) and booked as profits of the latter. Maybe you know, and you can enlighten the forum, please. justicebaogaliao      ( Date: 09-Jan-2021 19:01) Posted: u mean CDG is the only company receiving govt relief for covid? Grab nvr receive any?? did u return the hong baos given to u by govt? https://isca.org.sg/media/2824582/frb-6-acctg-for-jss-grant-final.pdf
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Starship Supreme	09-Jan-2021 20:43        Starship About Contact  Quote this Post!
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Conman Elite	09-Jan-2021 20:37        Conman About Contact  Quote this Post!
x 0   x 1  Alert Admin	I dont know of any other company which booked excess gov relief money as profits, and which transfetred excess relief fund from one div (bus) to another (taxis) and booked as profits of the latter. Maybe you know, and you can enlighten the forum, please. justicebaogaliao      ( Date: 09-Jan-2021 19:01) Posted: u mean CDG is the only company receiving govt relief for covid? Grab nvr receive any?? did u return the hong baos given to u by govt? https://isca.org.sg/media/2824582/frb-6-acctg-for-jss-grant-final.pdf Conman      ( Date: 09-Jan-2021 18:32) Posted: The so-called 'profits' for the last 2 quarters was actually gov relief money from the tax-payers. Like this can give dividends? Not scared the public demand that the relief money be returned to the state treasury
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justicebaogaliao Veteran	09-Jan-2021 19:01        justicebaogaliao About Contact  Quote this Post!
x 1   x 0  Alert Admin	u mean CDG is the only company receiving govt relief for covid? Grab nvr receive any?? did u return the hong baos given to u by govt? https://isca.org.sg/media/2824582/frb-6-acctg-for-jss-grant-final.pdf Conman      ( Date: 09-Jan-2021 18:32) Posted: The so-called 'profits' for the last 2 quarters was actually gov relief money from the tax-payers. Like this can give dividends? Not scared the public demand that the relief money be returned to the state treasury? seba240698      ( Date: 09-Jan-2021 10:53) Posted: I also speculate that the dividends for 2021 is likely to be around 10 cents. Moreover, I think that there will be a 1 to 2 cents dividends for 2020, wait for the year end financial results. It is going to be announced soon. CDG confirm is in the black for the whole year of 2020 since 1Q2020 was black, 2Q2020 was red, 3Q2020 was black (and 3Q profit was higher than 2Q loss), and 4Q is likely to be black as Singapore was in Phase 2 then. While someone is waiting Grab to be listed, I take my dividends of CDG and watch its share price to go up in the meantime. Lol. DYODD.
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Starship Supreme	09-Jan-2021 18:39        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	fundamentalhero      ( Date: 09-Jan-2021 10:13) Posted: talk so much bulldung around got 0.0529 dividend and now 1.72 moving to 2.3 before end of year bulldung put at home and eat yourself please meanwhile preparing for this year 10 cents total dividend. 2.3+0.1+0.0529 = 2.4529 burnt shortist
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Conman Elite	09-Jan-2021 18:36        Conman About Contact  Quote this Post!
x 0   x 1  Alert Admin	Are you sure? I always saw so many investors cry father cry mother in this foeum for losing their life savings. seba240698      ( Date: 09-Jan-2021 10:37) Posted: I guess SGX is to protect the retail shareholders for setting the 3-year profitability criterion for a company to be listed. Imagine a money-losing company get listed and those retail investors, old uncle, aunties, Ah Gong, Ah Ma use their "coffin money" to invest in it, then company bust, how? Government will then have a set of poor people to take care. I think Singapore government is being careful, but some people think it is "kiasi (too scary if4 things". Lol. Conman      ( Date: 09-Jan-2021 05:46) Posted: Whether Temasek didnt want to add or was not allowed to add we as outsiders dont know. And it is not important to the current shareholders whether the company is still losing money. They will be rewarded hundred times when it is listed. SGX can say this cannot that cannot. This is one of the reasons why there are so many zom bees here. The 217 Chinese companies listed in Nasdaq probably can tell you why they didnt choose Singapore
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Conman Elite	09-Jan-2021 18:32        Conman About Contact  Quote this Post!
x 0   x 1  Alert Admin	The so-called 'profits' for the last 2 quarters was actually gov relief money from the tax-payers. Like this can give dividends? Not scared the public demand that the relief money be returned to the state treasury? seba240698      ( Date: 09-Jan-2021 10:53) Posted: I also speculate that the dividends for 2021 is likely to be around 10 cents. Moreover, I think that there will be a 1 to 2 cents dividends for 2020, wait for the year end financial results. It is going to be announced soon. CDG confirm is in the black for the whole year of 2020 since 1Q2020 was black, 2Q2020 was red, 3Q2020 was black (and 3Q profit was higher than 2Q loss), and 4Q is likely to be black as Singapore was in Phase 2 then. While someone is waiting Grab to be listed, I take my dividends of CDG and watch its share price to go up in the meantime. Lol. DYODD. fundamentalhero      ( Date: 09-Jan-2021 10:13) Posted: talk so much bulldung around got 0.0529 dividend and now 1.72 moving to 2.3 before end of year bulldung put at home and eat yourself please meanwhile preparing for this year 10 cents total dividend. 2.3+0.1+0.0529 = 2.4529 burnt shortist
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