Back

Latest Forum Topics / ComfortDelGro    Last:1.29    -0.01

Post Reply

COMFORT DELGRO - MOVING FORWARD Post Reply Rate topic
Winnertakeall Elite	02-Jun-2026 09:52        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	ComfortDelGro has not officially announced its Q2/1H 2026 results date on its investor calendar yet. However, market data providers are currently indicating an expected earnings release around  13 ~19 August 2026, with  13 August 2026  appearing on some financial calendar
Useful To Me  Not Useful To Me
shk363 Elite	02-Jun-2026 08:36        shk363 About Contact  Quote this Post!
x 1   x 0  Alert Admin	price will be stagnant unless some catalyst events happen JurongW      ( Date: 01-Jun-2026 15:14) Posted: Now a fight between the Bull and Bears for CDG
Useful To Me  Not Useful To Me
JurongW Elite	01-Jun-2026 15:14        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Now a fight between the Bull and Bears for CDG
Useful To Me  Not Useful To Me
JurongW Elite	31-May-2026 18:21        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 1  Alert Admin
Useful To Me  Not Useful To Me
tangsookiam1947 Master	31-May-2026 16:55        tangsookiam1947 About Contact  Quote this Post!
x 0   x 1  Alert Admin	drop towards 50 cents is a real possibility too? Guzman      ( Date: 30-May-2026 20:46) Posted: The STI is breaking out. Banking shares are breaking all time highs. Even with 80% PATMI paid out as dividends, can cover for the share price drop. Comfortdelgro and its management are pathetic. Results for coming quarters will be worst. Going below $1 is a real possibility. Bail out now,
Useful To Me  Not Useful To Me
Guzman Member	30-May-2026 20:46        Guzman About Contact  Quote this Post!
x 0   x 0  Alert Admin	The STI is breaking out. Banking shares are breaking all time highs. Even with 80% PATMI paid out as dividends, can cover for the share price drop. Comfortdelgro and its management are pathetic. Results for coming quarters will be worst. Going below $1 is a real possibility. Bail out now,
Useful To Me  Not Useful To Me
JurongW Elite	27-May-2026 19:48        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	They don' t believe in TA  tangsookiam1947      ( Date: 27-May-2026 19:26) Posted: why is insider buying? ComfortDelGro' s largest shareholder tops up stake with open market buying at average of $1.29 JurongW      ( Date: 27-May-2026 13:53) Posted: Being a monthly chart, price progression could take years if results fail to improve. Suitable for short‑ term trades (long or short), but not compelling for long term hold purely for a 5 to 6% dividend yield. Over the long run, the dividends collected may not offset the cost of investment, leaving limited upside for patient holders.
Useful To Me  Not Useful To Me
tangsookiam1947 Master	27-May-2026 19:26        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	why is insider buying? ComfortDelGro' s largest shareholder tops up stake with open market buying at average of $1.29 JurongW      ( Date: 27-May-2026 13:53) Posted: Being a monthly chart, price progression could take years if results fail to improve. Suitable for short‑ term trades (long or short), but not compelling for long term hold purely for a 5 to 6% dividend yield. Over the long run, the dividends collected may not offset the cost of investment, leaving limited upside for patient holders. tangsookiam1947      ( Date: 27-May-2026 13:03) Posted: then better short this stock to the max?
Useful To Me  Not Useful To Me
JurongW Elite	27-May-2026 13:53        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Being a monthly chart, price progression could take years if results fail to improve. Suitable for short‑ term trades (long or short), but not compelling for long term hold purely for a 5 to 6% dividend yield. Over the long run, the dividends collected may not offset the cost of investment, leaving limited upside for patient holders. tangsookiam1947      ( Date: 27-May-2026 13:03) Posted: then better short this stock to the max?? JurongW      ( Date: 27-May-2026 02:12) Posted: If you understand this chart, CDG has the potential to reach $0.65 over the long term !!!
Useful To Me  Not Useful To Me
tangsookiam1947 Master	27-May-2026 13:03        tangsookiam1947 About Contact  Quote this Post!
x 1   x 0  Alert Admin	then better short this stock to the max?? JurongW      ( Date: 27-May-2026 02:12) Posted: If you understand this chart, CDG has the potential to reach $0.65 over the long term !!!
Useful To Me  Not Useful To Me
JurongW Elite	27-May-2026 02:12        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	If you understand this chart, CDG has the potential to reach $0.65 over the long term !!!
Useful To Me  Not Useful To Me
JurongW Elite	26-May-2026 22:11        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Institution investors were still selling CDG last week.
Useful To Me  Not Useful To Me
shk363 Elite	26-May-2026 21:44        shk363 About Contact  Quote this Post!
x 0   x 0  Alert Admin	buy at under 1.10
Useful To Me  Not Useful To Me
Winnertakeall Elite	26-May-2026 18:53        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Overseas revenue contributed 55.3% of total group revenue in FY2025, up from 49.1% in FY2024. Overseas operating profit contribution rose to 44.7%, versus 34.9% previously.
Useful To Me  Not Useful To Me
Alignment Elite	26-May-2026 18:41        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	They spent so much on acquisitions overseas. Where are the synergies?
Useful To Me  Not Useful To Me
Winnertakeall Elite	25-May-2026 22:35        Winnertakeall About Contact  Quote this Post!
x 0   x 0  Alert Admin	ComfortDelGro is still in a manageable balance-sheet position overall. It is not in a dangerous net debt situation yet, but it is no longer sitting on a huge net cash pile like before its overseas expansion phase. Recent figures show: Cash & equivalents around S$873m Total debt around S$1.69b Net gearing around 19.7% in FY2025, up from 6.7% previously due to acquisitions and expansion spending.     So technically: Gross debt > cash Therefore it is in a net debt position now, not net cash. But leverage is still considered moderate for a transport/infrastructure group. The key question is whether dividends are sustainable. Current situation: FY2025 payout ratio: 80% Total dividend: 8.5 cents PATMI: S$230.3m Yield around 5.5% ~ 6% depending on share price.     An 80% payout ratio is high, but not extreme for a mature transport company with stable cash flow. Many income stocks operate around 70 ~ 85%. Why it still looks sustainable for now: Earnings are still growing FY2025 PATMI rose 9.4% Revenue exceeded S$5b for the first time.     Cash-generating businesses Public transport, taxis, buses and rail are recurring-cashflow businesses. Overseas operations now contribute more than half of revenue.     Debt still manageable Net gearing below 20% is not alarming. Management said their internal comfort benchmark is around 30%
Useful To Me  Not Useful To Me
tangsookiam1947 Master	25-May-2026 20:52        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	CGD used to be net cash, and now it has become net debt...current dividend payout is not sustainable at the current rate! Look at boustead. Super net cash at $0.65 to $0.70, and yet so conservative with their dividends. If boustead follows CDG, it would be like paying out 10 to 15 cents easily per annum (excluding one off gain...) spore1      ( Date: 24-May-2026 15:21) Posted: Public Transport business is like that. Don't expect a higher ROE or Profit Margin. Their business is stable and resilient. tangsookiam1947      ( Date: 23-May-2026 23:33) Posted: just a low ROE business....dying trades...
Useful To Me  Not Useful To Me
Alignment Elite	25-May-2026 20:00        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Who is ah gong in this case? Speediman      ( Date: 23-May-2026 11:32) Posted: sell some more....ah Gong from overseas happily buy more. I wouldn't be surprised they want to buy alot more to be a controlling shareholder
Useful To Me  Not Useful To Me
spore1 Supreme	24-May-2026 15:21        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Public Transport business is like that. Don't expect a higher ROE or Profit Margin. Their business is stable and resilient. tangsookiam1947      ( Date: 23-May-2026 23:33) Posted: just a low ROE business....dying trades... spore1      ( Date: 23-May-2026 14:34) Posted: Just quietly grab some and keep. Pls dyodd
Useful To Me  Not Useful To Me
JurongW Elite	24-May-2026 14:38        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Management is under the gun to deliver a good performance for the mid-year results in August.
Useful To Me  Not Useful To Me

                                                         First   1-20 of 7131   Older>   Last