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COMFORT DELGRO - MOVING FORWARD Post Reply Rate topic
stonkmaster Senior	28-Jan-2023 20:17        stonkmaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sally panicking price going to go up? Hurry cover your shorts la. Conman      ( Date: 28-Jan-2023 11:11) Posted: Dead cat can bounce so high meh, Supreme Gal Gal? 🤗 vivacious      ( Date: 27-Jan-2023 16:12) Posted: easily back to 13,14,15 levels
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Conman Elite	28-Jan-2023 11:11        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dead cat can bounce so high meh, Supreme Gal Gal? 🤗 vivacious      ( Date: 27-Jan-2023 16:12) Posted: easily back to 13,14,15 levels
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Conman Elite	28-Jan-2023 11:08        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guru, I think this Chew guy is as blur as you🤣 . Entropy72      ( Date: 28-Jan-2023 10:24) Posted: Source - Philips Securities, The Edge At the webinar, Chew candidly acknowledges that one of his regular picks, ComfortDelGro ? , which rounds up the 10 stock ? is not a popular choice. For several quarters, Chew had flagged this stock as his ?preferred? recovery stock poised to ride on the re-opening of economies and to normalise daily activities, including commuting. However, a significant re-rating of the stock did not take place. ?We?ve already chilled the champagne in 3Q,? adds Chew, referring to the earnings period that ended Sept 30 last year. One of the critical reasons why ComfortDelGro?s earnings did not improve as expected was the continued doldrums in the non-Singapore markets of China, the UK and Australia. In the UK, for example, costs shot up in line with multi-decade-high inflation. Yet, the repricing of the contracts, which gives ComfortDelGro the revenue, is done once a year, and therefore there is a lag. In contrast, Singapore?s commuting traffic has improved. However, investors are still hostile towards ComfortDelGro?s taxi business here. The taxi fleet, according to Chew, is shrinking at a rate of 5% to 6% per year. Even so, the company has been pushing for wide usage of its ride-booking app. ?There?s a change in the model. It is now more commission-based more business (for the taxis) will come through app bookings,? says Chew, adding that other ride-hailing platforms charge a quarter of that levy commission charged by ComfortDelGro. ?Growth coming from ride-hailing this is a perfect transition for them,? he adds. Another reason Chew picks ComfortDelGro is the prospect of higher dividends, supported by the cash accumulated by the company through the pandemic.
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Entropy72 Master	28-Jan-2023 10:24        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Source - Philips Securities, The Edge At the webinar, Chew candidly acknowledges that one of his regular picks, ComfortDelGro ? , which rounds up the 10 stock ? is not a popular choice. For several quarters, Chew had flagged this stock as his ?preferred? recovery stock poised to ride on the re-opening of economies and to normalise daily activities, including commuting. However, a significant re-rating of the stock did not take place. ?We?ve already chilled the champagne in 3Q,? adds Chew, referring to the earnings period that ended Sept 30 last year. One of the critical reasons why ComfortDelGro?s earnings did not improve as expected was the continued doldrums in the non-Singapore markets of China, the UK and Australia. In the UK, for example, costs shot up in line with multi-decade-high inflation. Yet, the repricing of the contracts, which gives ComfortDelGro the revenue, is done once a year, and therefore there is a lag. In contrast, Singapore?s commuting traffic has improved. However, investors are still hostile towards ComfortDelGro?s taxi business here. The taxi fleet, according to Chew, is shrinking at a rate of 5% to 6% per year. Even so, the company has been pushing for wide usage of its ride-booking app. ?There?s a change in the model. It is now more commission-based more business (for the taxis) will come through app bookings,? says Chew, adding that other ride-hailing platforms charge a quarter of that levy commission charged by ComfortDelGro. ?Growth coming from ride-hailing this is a perfect transition for them,? he adds. Another reason Chew picks ComfortDelGro is the prospect of higher dividends, supported by the cash accumulated by the company through the pandemic.
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vivacious Supreme	27-Jan-2023 16:12        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	easily back to 13,14,15 levels
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rocketman Master	27-Jan-2023 14:07        rocketman About Contact  Quote this Post!
x 0   x 0  Alert Admin	HUAT ah!! Congrats to those who fueling from $1.13.. Dummy Proof trade as usual...
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stonkmaster Senior	27-Jan-2023 13:59        stonkmaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sally spoken again. Time to load up and ride up. Every time this Sally conman type, the price sure jump. Conman      ( Date: 27-Jan-2023 12:04) Posted: From the way it throw money, very soon it will go bust. Just a few example: - Selling its London properties to pay special dividends - Paying scary dividends to cause capitalisation to drop and kena kicked out of MSCI ans STI - Set up "green farms" dont know for what? - Even before the gov come out with any overall framework, ( doubt it has done any feasibility study), already thrown in $30m for a consulting firm to develop the SOP for Robotic Taxis 🤣 - chart_expert123      ( Date: 27-Jan-2023 10:02) Posted: 970Mio cash but long term debt close to 750mio. Anyway, her balance sheet is very healthy
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chart_expert123 Master	27-Jan-2023 13:55        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	Although taxi revenue is low, its profit/loss margin is high. Public transport always thin margin. JustOnce      ( Date: 27-Jan-2023 13:02) Posted: According to the last annual report, their net cash from operating activities are 660.9M with a net cash and cash equivalent at end of 31 Dec 2021 of 919.1M (an increase from previous year (Y2020) 742.8M), with a long term (non-current liabilities) of 828.6M . Ther profit after tax and earning per share increased from 91.7M to 160M and 2.81 cents/share to 6 cents/share (note in 2019 it was 12.24 cents/share, will see Y2022 how much ground it regains). Purely based on financial numbers, its looks healthy, and slowly recovering to pre-pandemic.  Almost 80% of their group revenue is from public transport services taxi only contributes 12%. With the opening and more people traveling, the revenue should go up.  I just bought some shares into this counter, looking at the valuation and future prospect, but will continue to monitor.    Luzern      ( Date: 27-Jan-2023 09:36) Posted: How much CDG have in Cash? ~S$600mil to ~S$700mil?  If put in USD fixed deposit, thy can get interest of ~S$30 to ~S$35mil per year. Best USD Fixed Deposits: A Comparison Of Interest Rates (January 2023) (singsaver.com.sg)
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bigcat Member	27-Jan-2023 13:49        bigcat About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow fake sell off this morning to weep out weak players. Likely to Cheong up some more
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Conman Elite	27-Jan-2023 13:18        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guru, you have been here long enough to know : dividend 10c = shares drop 20c 😖 Entropy72      ( Date: 26-Jan-2023 11:57) Posted: Pre-COVID, CDG issued 10 cents dividend yearly from 2017-2019. If it can resume this dividend with end of COVID, $1.20 is a steal.
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Conman Elite	27-Jan-2023 13:13        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, This is a forum. If you think I am wrong, please challenge me point by point. You dont have the right to ask me to get out just because you dont like to hear negative view. Speediman      ( Date: 27-Jan-2023 12:13) Posted: Ai yooo. you very 烦 人 leh.  Since you hate CDG so much, get out of this tread lah   Conman      ( Date: 27-Jan-2023 12:04) Posted: From the way it throw money, very soon it will go bust. Just a few example: - Selling its London properties to pay special dividends - Paying scary dividends to cause capitalisation to drop and kena kicked out of MSCI ans STI - Set up "green farms" dont know for what? - Even before the gov come out with any overall framework, ( doubt it has done any feasibility study), already thrown in $30m for a consulting firm to develop the SOP for Robotic Taxis 🤣
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JustOnce Member	27-Jan-2023 13:02        JustOnce About Contact  Quote this Post!   Yells: "Learning to invest"
x 0   x 0  Alert Admin	According to the last annual report, their net cash from operating activities are 660.9M with a net cash and cash equivalent at end of 31 Dec 2021 of 919.1M (an increase from previous year (Y2020) 742.8M), with a long term (non-current liabilities) of 828.6M . Ther profit after tax and earning per share increased from 91.7M to 160M and 2.81 cents/share to 6 cents/share (note in 2019 it was 12.24 cents/share, will see Y2022 how much ground it regains). Purely based on financial numbers, its looks healthy, and slowly recovering to pre-pandemic.  Almost 80% of their group revenue is from public transport services taxi only contributes 12%. With the opening and more people traveling, the revenue should go up.  I just bought some shares into this counter, looking at the valuation and future prospect, but will continue to monitor.    Luzern      ( Date: 27-Jan-2023 09:36) Posted: How much CDG have in Cash? ~S$600mil to ~S$700mil?  If put in USD fixed deposit, thy can get interest of ~S$30 to ~S$35mil per year. Best USD Fixed Deposits: A Comparison Of Interest Rates (January 2023) (singsaver.com.sg)
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Speediman Senior	27-Jan-2023 12:13        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ai yooo. you very 烦 人 leh.  Since you hate CDG so much, get out of this tread lah   Conman      ( Date: 27-Jan-2023 12:04) Posted: From the way it throw money, very soon it will go bust. Just a few example: - Selling its London properties to pay special dividends - Paying scary dividends to cause capitalisation to drop and kena kicked out of MSCI ans STI - Set up "green farms" dont know for what? - Even before the gov come out with any overall framework, ( doubt it has done any feasibility study), already thrown in $30m for a consulting firm to develop the SOP for Robotic Taxis 🤣 - chart_expert123      ( Date: 27-Jan-2023 10:02) Posted: 970Mio cash but long term debt close to 750mio. Anyway, her balance sheet is very healthy
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Conman Elite	27-Jan-2023 12:04        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	From the way it throw money, very soon it will go bust. Just a few example: - Selling its London properties to pay special dividends - Paying scary dividends to cause capitalisation to drop and kena kicked out of MSCI ans STI - Set up "green farms" dont know for what? - Even before the gov come out with any overall framework, ( doubt it has done any feasibility study), already thrown in $30m for a consulting firm to develop the SOP for Robotic Taxis 🤣 - chart_expert123      ( Date: 27-Jan-2023 10:02) Posted: 970Mio cash but long term debt close to 750mio. Anyway, her balance sheet is very healthy. Luzern      ( Date: 27-Jan-2023 09:36) Posted: How much CDG have in Cash? ~S$600mil to ~S$700mil?  If put in USD fixed deposit, thy can get interest of ~S$30 to ~S$35mil per year. Best USD Fixed Deposits: A Comparison Of Interest Rates (January 2023) (singsaver.com.sg)
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Conman Elite	27-Jan-2023 11:54        Conman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Logical thinking and conclusion is : NO, because it will not be approved by the Australian government, unless it can promise not to be responsible to its investors but to its public bus commuters and school bus children and not make more and more profits from the bus fares quarter after quarter. Speediman      ( Date: 27-Jan-2023 09:12) Posted: What are the chances of CDG reviving the Australian bus IPO?
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chart_expert123 Master	27-Jan-2023 10:02        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	970Mio cash but long term debt close to 750mio. Anyway, her balance sheet is very healthy. Luzern      ( Date: 27-Jan-2023 09:36) Posted: How much CDG have in Cash? ~S$600mil to ~S$700mil?  If put in USD fixed deposit, thy can get interest of ~S$30 to ~S$35mil per year. Best USD Fixed Deposits: A Comparison Of Interest Rates (January 2023) (singsaver.com.sg)
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Luzern Supreme	27-Jan-2023 09:36        Luzern About Contact  Quote this Post!   Yells: "Huat Ah! 999999999"
x 0   x 0  Alert Admin	How much CDG have in Cash? ~S$600mil to ~S$700mil?  If put in USD fixed deposit, thy can get interest of ~S$30 to ~S$35mil per year. Best USD Fixed Deposits: A Comparison Of Interest Rates (January 2023) (singsaver.com.sg)
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Speediman Senior	27-Jan-2023 09:12        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	What are the chances of CDG reviving the Australian bus IPO?
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vivacious Supreme	26-Jan-2023 18:31        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	nice close - 121.  130+ in coming weeks
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stonkmaster Senior	26-Jan-2023 13:55        stonkmaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sally conman. Where are you? Don?t celebrate cny until forget to shoot down cdg. vivacious      ( Date: 26-Jan-2023 13:53) Posted: steady - 121
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