Back

Latest Forum Topics / ComfortDelGro    Last:1.19    -0.01

Post Reply

COMFORT DELGRO - MOVING FORWARD Post Reply Rate topic
MambaFinancial89 Senior	15-Mar-2023 11:16        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Fully agree on the fading market darling analogy. Recall that there was some hype and analyst push around CDG as an ESG play and possible inclusion in ESG indexes. Boy, that was short lived amid the greenwashing and ESG fallout. With its scale as one of  the largest land transport companies in the world, I like the counter long term but an exiciting catalyst for rerating is really not apparenty. Just relying on good old valuations which appear attractive for now...    n3wbie      ( Date: 15-Mar-2023 10:27) Posted: Havent seen them buying back shares in an aggressive manner - think they last did around the 1.30s but stopped. Could also be for them to buy back shares at a level that they feel are undervalued, keep in treasury and use as ESOS. This stock feels like one of the many old market darlings that faded away and need something exciting to reclaim market' s interest MambaFinancial89      ( Date: 14-Mar-2023 18:52) Posted: Love to see CDG buying back shares today but the amount is truly peanuts, given the size of the company. 62,300 shares pruchased at $1.17 amounting to $72,985. Less than 1.1% of the total volume traded. Haha.
Useful To Me  Not Useful To Me
n3wbie Master	15-Mar-2023 10:27        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Havent seen them buying back shares in an aggressive manner - think they last did around the 1.30s but stopped. Could also be for them to buy back shares at a level that they feel are undervalued, keep in treasury and use as ESOS. This stock feels like one of the many old market darlings that faded away and need something exciting to reclaim market' s interest MambaFinancial89      ( Date: 14-Mar-2023 18:52) Posted: Love to see CDG buying back shares today but the amount is truly peanuts, given the size of the company. 62,300 shares pruchased at $1.17 amounting to $72,985. Less than 1.1% of the total volume traded. Haha.  vivacious      ( Date: 14-Mar-2023 16:37) Posted: OVERSOLD
Useful To Me  Not Useful To Me
vivacious Supreme	15-Mar-2023 10:23        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	better than not buying at all MambaFinancial89      ( Date: 14-Mar-2023 18:52) Posted: Love to see CDG buying back shares today but the amount is truly peanuts, given the size of the company. 62,300 shares pruchased at $1.17 amounting to $72,985. Less than 1.1% of the total volume traded. Haha.  vivacious      ( Date: 14-Mar-2023 16:37) Posted: OVERSOLD
Useful To Me  Not Useful To Me
MambaFinancial89 Senior	14-Mar-2023 18:52        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Love to see CDG buying back shares today but the amount is truly peanuts, given the size of the company. 62,300 shares pruchased at $1.17 amounting to $72,985. Less than 1.1% of the total volume traded. Haha.  vivacious      ( Date: 14-Mar-2023 16:37) Posted: OVERSOLD
Useful To Me  Not Useful To Me
vivacious Supreme	14-Mar-2023 16:37        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	OVERSOLD
Useful To Me  Not Useful To Me
Conman Elite	09-Mar-2023 01:50        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Noted Speediman      ( Date: 08-Mar-2023 18:08) Posted: I need you to short more & press down the price.  However if you cannot press it down, i will make money :)    Conman      ( Date: 08-Mar-2023 17:21) Posted: You dont have to believe me. But you will continue to lose money
Useful To Me  Not Useful To Me
Conman Elite	09-Mar-2023 01:45        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Supreme Gen Tan, Never before I ever ask you to buy or sell. You need not defend yourself buying. Your money, you decide. Want to buy, just buy. Want to sell, just sell. But when you lose money, dont blame me. I was never the one who pushed it down. PhillipTan      ( Date: 08-Mar-2023 21:29) Posted: Sea finally turned losses into profit, share price jumped more than 20% in one night Grab is still making tonnes of losses Between Sea and Grab, I chose Sea Between CDG and Grab, I chose CDG Short CDG more and I will slowly load up more, maybe Aug special div again and div payout will exceed 10% Keep tanking Grab and Brag, sooner or later it will become Garb-age
Useful To Me  Not Useful To Me
PhillipTan Supreme	08-Mar-2023 21:29        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Sea finally turned losses into profit, share price jumped more than 20% in one night Grab is still making tonnes of losses Between Sea and Grab, I chose Sea Between CDG and Grab, I chose CDG Short CDG more and I will slowly load up more, maybe Aug special div again and div payout will exceed 10% Keep tanking Grab and Brag, sooner or later it will become Garb-age
Useful To Me  Not Useful To Me
Speediman Senior	08-Mar-2023 18:08        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	I need you to short more & press down the price.  However if you cannot press it down, i will make money :)    Conman      ( Date: 08-Mar-2023 17:21) Posted: You dont have to believe me. But you will continue to lose money. Speediman      ( Date: 08-Mar-2023 16:12) Posted: SIA have scoot too. Did it kill off their business? No!  CDG will be silly not to extend their business to PHV.  Big cake small bun they all offer, as long as it can make money!   Open grab, gojek and zig app to check prices at the same time, Zig is usually cheaper. Sooner or later, smart consumers will flock to CDG Zig to take taxi/phv. More cabbies will probably want to take bookings from Zig given the huge disparity in commission prices. CDG 5% is one of the lowest compared to Grab 20%.        With the cash ($600+M) that CDG have in hand, the new  management team have a lot of war chest to launch new projects and initiatives.        Taxi business is back for CDG!
Useful To Me  Not Useful To Me
Conman Elite	08-Mar-2023 17:21        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	You dont have to believe me. But you will continue to lose money. Speediman      ( Date: 08-Mar-2023 16:12) Posted: SIA have scoot too. Did it kill off their business? No!  CDG will be silly not to extend their business to PHV.  Big cake small bun they all offer, as long as it can make money!   Open grab, gojek and zig app to check prices at the same time, Zig is usually cheaper. Sooner or later, smart consumers will flock to CDG Zig to take taxi/phv. More cabbies will probably want to take bookings from Zig given the huge disparity in commission prices. CDG 5% is one of the lowest compared to Grab 20%.        With the cash ($600+M) that CDG have in hand, the new  management team have a lot of war chest to launch new projects and initiatives.        Taxi business is back for CDG!  Conman      ( Date: 08-Mar-2023 13:52) Posted: Guru, let me tell you again, if Zoom Bee is so greedy to do PHV business, it is going to kill its own taxi business in double quick time (it is going to die anyway though but my prediction is only in 8 to 10 years) Reasons : - if driving PHV can be more profita be than driving taxis, who wants to drive taxis? - if driving Zoom Bee's PHV is not as frofitable as driving taxis, why not hop to driving Grab. Recently Grab has an advertisment that its drivers can earn $2k a week. Can any taxi driver even smell it?
Useful To Me  Not Useful To Me
GoldenPig Senior	08-Mar-2023 16:22        GoldenPig About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree! 👍 🏻 Anyway, CDG has many revenue sources and the management appears to be proactive.  It is not just a taxi business. We do not need to be fixated on it. 😆   Speediman      ( Date: 08-Mar-2023 16:12) Posted: SIA have scoot too. Did it kill off their business? No!  CDG will be silly not to extend their business to PHV.  Big cake small bun they all offer, as long as it can make money!   Open grab, gojek and zig app to check prices at the same time, Zig is usually cheaper. Sooner or later, smart consumers will flock to CDG Zig to take taxi/phv. More cabbies will probably want to take bookings from Zig given the huge disparity in commission prices. CDG 5% is one of the lowest compared to Grab 20%.        With the cash ($600+M) that CDG have in hand, the new  management team have a lot of war chest to launch new projects and initiatives.        Taxi business is back for CDG!  Conman      ( Date: 08-Mar-2023 13:52) Posted: Guru, let me tell you again, if Zoom Bee is so greedy to do PHV business, it is going to kill its own taxi business in double quick time (it is going to die anyway though but my prediction is only in 8 to 10 years) Reasons : - if driving PHV can be more profita be than driving taxis, who wants to drive taxis? - if driving Zoom Bee's PHV is not as frofitable as driving taxis, why not hop to driving Grab. Recently Grab has an advertisment that its drivers can earn $2k a week. Can any taxi driver even smell it?
Useful To Me  Not Useful To Me
Speediman Senior	08-Mar-2023 16:12        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	SIA have scoot too. Did it kill off their business? No!  CDG will be silly not to extend their business to PHV.  Big cake small bun they all offer, as long as it can make money!   Open grab, gojek and zig app to check prices at the same time, Zig is usually cheaper. Sooner or later, smart consumers will flock to CDG Zig to take taxi/phv. More cabbies will probably want to take bookings from Zig given the huge disparity in commission prices. CDG 5% is one of the lowest compared to Grab 20%.        With the cash ($600+M) that CDG have in hand, the new  management team have a lot of war chest to launch new projects and initiatives.        Taxi business is back for CDG!  Conman      ( Date: 08-Mar-2023 13:52) Posted: Guru, let me tell you again, if Zoom Bee is so greedy to do PHV business, it is going to kill its own taxi business in double quick time (it is going to die anyway though but my prediction is only in 8 to 10 years) Reasons : - if driving PHV can be more profita be than driving taxis, who wants to drive taxis? - if driving Zoom Bee's PHV is not as frofitable as driving taxis, why not hop to driving Grab. Recently Grab has an advertisment that its drivers can earn $2k a week. Can any taxi driver even smell it? Entropy72      ( Date: 08-Mar-2023 12:15) Posted: You talk as though CDG is a piece of dead furniture which cannot evolve or adapt to yrs times. Both Chairman and GCEO have changed to younger generation. In SWOT analysis, the PHV Threat has been converted into Opportunity for CDG. Meanwhile, CDG is able to leverage on its assets (eg EV charging, servicing workshops, vehicle purchase scale, Zip platform) to attract more PHV / taxi drivers to rent from them. GRAB / Gojek does not offer these. Grab advantage is early mover to capture drivers / customers after burning through tonnes of investor money to offer discounts and incentives. This advantage is not sustainable. Contrary to what you said, I doubt majority of PHV drivers are car owners who need not rent car to do the work. Most are renting cars which is why COE is so high now. Hence, I expect CDG will beef up its Zip platform and car leasing business even as it seeks to venture into more overseas market (Europe was highlighted by Lim Jit Poh)
Useful To Me  Not Useful To Me
Conman Elite	08-Mar-2023 13:52        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guru, let me tell you again, if Zoom Bee is so greedy to do PHV business, it is going to kill its own taxi business in double quick time (it is going to die anyway though but my prediction is only in 8 to 10 years) Reasons : - if driving PHV can be more profita be than driving taxis, who wants to drive taxis? - if driving Zoom Bee's PHV is not as frofitable as driving taxis, why not hop to driving Grab. Recently Grab has an advertisment that its drivers can earn $2k a week. Can any taxi driver even smell it? Entropy72      ( Date: 08-Mar-2023 12:15) Posted: You talk as though CDG is a piece of dead furniture which cannot evolve or adapt to yrs times. Both Chairman and GCEO have changed to younger generation. In SWOT analysis, the PHV Threat has been converted into Opportunity for CDG. Meanwhile, CDG is able to leverage on its assets (eg EV charging, servicing workshops, vehicle purchase scale, Zip platform) to attract more PHV / taxi drivers to rent from them. GRAB / Gojek does not offer these. Grab advantage is early mover to capture drivers / customers after burning through tonnes of investor money to offer discounts and incentives. This advantage is not sustainable. Contrary to what you said, I doubt majority of PHV drivers are car owners who need not rent car to do the work. Most are renting cars which is why COE is so high now. Hence, I expect CDG will beef up its Zip platform and car leasing business even as it seeks to venture into more overseas market (Europe was highlighted by Lim Jit Poh). Conman      ( Date: 08-Mar-2023 11:10) Posted: 1. Taxis and PHVs Improving meaning what? Please provide the numbers. 2 Allowing PHVs to take taxi booking is going to back-fire at its taxi rental business. And unless these PHV drivers can get competitive rentals and bookings as good as Grab drivers, they will jump ship after their contracts. 3. PHVs renting is a very competitive business anyone can enter. Drivers hop around for their own advantage. No point talking about loyalty
Useful To Me  Not Useful To Me
Conman Elite	08-Mar-2023 13:39        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guru, dont talk about revenue. Tell us : What is the profits? How many cars? Is it woth doing it to kill its own taxi business? Entropy72      ( Date: 08-Mar-2023 11:58) Posted: Extract from slide 24: "Revenue in 2022 vs 2021 increased by $8.9m or 34.4% ? Mainly due to increased PHV fleet year-on-year" Luzern      ( Date: 08-Mar-2023 11:33) Posted: Financial Statements and Related Announcement::Full Yearly Results (sgx.com) 1) Presentation slides page 16 of 32.  2) PHV is a trend that cannot be reverse, unless by govt legislation, hence, it will be better to embrace it and take advantage of it. 3) Loyalty needs to be carefully engineered.  It basically boils down to how much value CDG can create for the PHVs.  If CDG Management is out of ideas, can always PM me.
Useful To Me  Not Useful To Me
Entropy72 Master	08-Mar-2023 12:15        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You talk as though CDG is a piece of dead furniture which cannot evolve or adapt to yrs times. Both Chairman and GCEO have changed to younger generation. In SWOT analysis, the PHV Threat has been converted into Opportunity for CDG. Meanwhile, CDG is able to leverage on its assets (eg EV charging, servicing workshops, vehicle purchase scale, Zip platform) to attract more PHV / taxi drivers to rent from them. GRAB / Gojek does not offer these. Grab advantage is early mover to capture drivers / customers after burning through tonnes of investor money to offer discounts and incentives. This advantage is not sustainable. Contrary to what you said, I doubt majority of PHV drivers are car owners who need not rent car to do the work. Most are renting cars which is why COE is so high now. Hence, I expect CDG will beef up its Zip platform and car leasing business even as it seeks to venture into more overseas market (Europe was highlighted by Lim Jit Poh). Conman      ( Date: 08-Mar-2023 11:10) Posted: 1. Taxis and PHVs Improving meaning what? Please provide the numbers. 2 Allowing PHVs to take taxi booking is going to back-fire at its taxi rental business. And unless these PHV drivers can get competitive rentals and bookings as good as Grab drivers, they will jump ship after their contracts. 3. PHVs renting is a very competitive business anyone can enter. Drivers hop around for their own advantage. No point talking about loyalty. Luzern      ( Date: 08-Mar-2023 09:17) Posted: IMO, PTS is the main contributor of revenue and profit.  It is also the segment that is likely to get squeezed and vulnerable to contract bidding mis-calculation. Taxi and PHV (using CDG platform)  are improving.  This trend should continue as CDG have tactical advantage here and if they can value add for PHV using their platform to lock-in their loyalty.  If CDG Management is out of idea, can always get external help, learn from their competitors, have a good brain-storming session or.....if really no idea, can always PM me..
Useful To Me  Not Useful To Me
Entropy72 Master	08-Mar-2023 11:58        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Extract from slide 24: "Revenue in 2022 vs 2021 increased by $8.9m or 34.4% ? Mainly due to increased PHV fleet year-on-year" Luzern      ( Date: 08-Mar-2023 11:33) Posted: Financial Statements and Related Announcement::Full Yearly Results (sgx.com) 1) Presentation slides page 16 of 32.  2) PHV is a trend that cannot be reverse, unless by govt legislation, hence, it will be better to embrace it and take advantage of it. 3) Loyalty needs to be carefully engineered.  It basically boils down to how much value CDG can create for the PHVs.  If CDG Management is out of ideas, can always PM me.   Conman      ( Date: 08-Mar-2023 11:10) Posted: 1. Taxis and PHVs Improving meaning what? Please provide the numbers. 2 Allowing PHVs to take taxi booking is going to back-fire at its taxi rental business. And unless these PHV drivers can get competitive rentals and bookings as good as Grab drivers, they will jump ship after their contracts. 3. PHVs renting is a very competitive business anyone can enter. Drivers hop around for their own advantage. No point talking about loyalty
Useful To Me  Not Useful To Me
Luzern Supreme	08-Mar-2023 11:33        Luzern About Contact  Quote this Post!   Yells: "........."
x 0   x 0  Alert Admin	Financial Statements and Related Announcement::Full Yearly Results (sgx.com) 1) Presentation slides page 16 of 32.  2) PHV is a trend that cannot be reverse, unless by govt legislation, hence, it will be better to embrace it and take advantage of it. 3) Loyalty needs to be carefully engineered.  It basically boils down to how much value CDG can create for the PHVs.  If CDG Management is out of ideas, can always PM me.   Conman      ( Date: 08-Mar-2023 11:10) Posted: 1. Taxis and PHVs Improving meaning what? Please provide the numbers. 2 Allowing PHVs to take taxi booking is going to back-fire at its taxi rental business. And unless these PHV drivers can get competitive rentals and bookings as good as Grab drivers, they will jump ship after their contracts. 3. PHVs renting is a very competitive business anyone can enter. Drivers hop around for their own advantage. No point talking about loyalty. Luzern      ( Date: 08-Mar-2023 09:17) Posted: IMO, PTS is the main contributor of revenue and profit.  It is also the segment that is likely to get squeezed and vulnerable to contract bidding mis-calculation. Taxi and PHV (using CDG platform)  are improving.  This trend should continue as CDG have tactical advantage here and if they can value add for PHV using their platform to lock-in their loyalty.  If CDG Management is out of idea, can always get external help, learn from their competitors, have a good brain-storming session or.....if really no idea, can always PM me..
Useful To Me  Not Useful To Me
Conman Elite	08-Mar-2023 11:10        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	1. Taxis and PHVs Improving meaning what? Please provide the numbers. 2 Allowing PHVs to take taxi booking is going to back-fire at its taxi rental business. And unless these PHV drivers can get competitive rentals and bookings as good as Grab drivers, they will jump ship after their contracts. 3. PHVs renting is a very competitive business anyone can enter. Drivers hop around for their own advantage. No point talking about loyalty. Luzern      ( Date: 08-Mar-2023 09:17) Posted: IMO, PTS is the main contributor of revenue and profit.  It is also the segment that is likely to get squeezed and vulnerable to contract bidding mis-calculation. Taxi and PHV (using CDG platform)  are improving.  This trend should continue as CDG have tactical advantage here and if they can value add for PHV using their platform to lock-in their loyalty.  If CDG Management is out of idea, can always get external help, learn from their competitors, have a good brain-storming session or.....if really no idea, can always PM me..
Useful To Me  Not Useful To Me
Luzern Supreme	08-Mar-2023 09:17        Luzern About Contact  Quote this Post!   Yells: "........."
x 0   x 0  Alert Admin	IMO, PTS is the main contributor of revenue and profit.  It is also the segment that is likely to get squeezed and vulnerable to contract bidding mis-calculation. Taxi and PHV (using CDG platform)  are improving.  This trend should continue as CDG have tactical advantage here and if they can value add for PHV using their platform to lock-in their loyalty.  If CDG Management is out of idea, can always get external help, learn from their competitors, have a good brain-storming session or.....if really no idea, can always PM me..
Useful To Me  Not Useful To Me
PhillipTan Supreme	08-Mar-2023 09:00        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Coming divs 4.22 cents, more than double of last year' s May payout If Aug' s div payout is maintained the same, div will be around 7% If double of last year as well, it will be more than 10% Enjoy the party bros
Useful To Me  Not Useful To Me

                                                         First   < Newer   21-40 of 5594   Older>   Last