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Presume you are attending the AGM to support CDG.
Please share with the us the important points raised and replies by Chairman, CEO and CFO during the Q& A sessions.
< Vested, but only a modest position>
Winnertakeall ( Date: 29-Mar-2026 07:40) Posted:
NOTICE IS HEREBY GIVEN that the Twenty-Third Annual General Meeting (the AGM)
of ComfortDelGro Corporation Limited (the Company) will be held on Friday,
24 April 2026 at 10.00 a.m. via electronic means and in person at:
CASSIA MAIN BALLROOM, LEVEL 3
SANDS EXPO & CONVENTION CENTRE
10 BAYFRONT AVENUE SINGAPORE 018956
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NOTICE IS HEREBY GIVEN that the Twenty-Third Annual General Meeting (the AGM)
of ComfortDelGro Corporation Limited (the Company) will be held on Friday,
24 April 2026 at 10.00 a.m. via electronic means and in person at:
CASSIA MAIN BALLROOM, LEVEL 3
SANDS EXPO & CONVENTION CENTRE
10 BAYFRONT AVENUE SINGAPORE 018956
Theme of annual report : Future in Motion
Future in Motion emphasizes the company commitment to transformation, sustainability, and innovation in global transport. It signals a forward looking strategy - moving beyond traditional bus and taxi operations into cleaner energy fleets, digital mobility solutions, and international expansion.
https://links.sgx.com/1.0.0/corporate-announcements/BBGSU0N4U5HHA1YI/880529_ComfortDelGro%20-%20Annual%20Report%202025.pdf
Yes, we are patiently waiting for Comfort to shoot out.
Good or bad times, it' s forever stuck between 1.40 & 1.50.
Winnertakeall ( Date: 25-Mar-2026 10:24) Posted:
1. Why institutions are interested
✅ Strong dividend profile
- Current yield ~5 - 6%
- FY2025 dividend: 8.5 cents/share, ~80% payout ratio
- Forecast ~9 cents in 2026
👉 This puts it in the income stock bucket (important for funds needing steady cash flow).
✅ Defensive + predictable cash flows
ComfortDelGro runs:
- buses
- taxis / private hire
- rail / transport contracts
These are essential services, so earnings are relatively stable vs cyclical sectors.
👉 Institutions (especially pension funds, income funds) like this stability.
✅ Yield is high but not junk
- Yield ~5 - 6% is:
- Above Singapore market average
- Supported by earnings (not purely debt-funded)
👉 This matters: funds avoid fake high yield traps.
📊 2. Are they buying because of dividend only?
No dividend is a big factor, but not the only one.
Institutional thesis usually =
(1) Income
- Reliable dividends (semi-annual payments)
- Inflation-beating yield (> 5%)
(2) Recovery / growth angle
- Overseas expansion (UK, Australia driving growth)
- Earnings rising again post-COVID
(3) Low volatility
- Beta ~0.2 (very stable stock)
- 👉 So it fits defensive dividend compounder, not just a yield play.
⚠ ️ 3. What institutions watch (important nuance)
Even income funds are cautious because:
❗ High payout ratio (~80%)
- Leaves less buffer if earnings drop
❗ Growth not very fast
- Transport is a slow-growth industry
❗ Policy / regulation risk
- Fares, contracts, and margins can be regulated
- 👉 So they won t blindly accumulate just for dividend.
🧾 Bottom line
- Yes institutional funds do buy ComfortDelGro partly for its dividend
- But more precisely, they buy it as a:
defensive, income-generating stock with moderate growth recovery
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1. Why institutions are interested
✅ Strong dividend profile
- Current yield ~5 - 6%
- FY2025 dividend: 8.5 cents/share, ~80% payout ratio
- Forecast ~9 cents in 2026
👉 This puts it in the income stock bucket (important for funds needing steady cash flow).
✅ Defensive + predictable cash flows
ComfortDelGro runs:
- buses
- taxis / private hire
- rail / transport contracts
These are essential services, so earnings are relatively stable vs cyclical sectors.
👉 Institutions (especially pension funds, income funds) like this stability.
✅ Yield is high but not junk
- Yield ~5 - 6% is:
- Above Singapore market average
- Supported by earnings (not purely debt-funded)
👉 This matters: funds avoid fake high yield traps.
📊 2. Are they buying because of dividend only?
No dividend is a big factor, but not the only one.
Institutional thesis usually =
(1) Income
- Reliable dividends (semi-annual payments)
- Inflation-beating yield (> 5%)
(2) Recovery / growth angle
- Overseas expansion (UK, Australia driving growth)
- Earnings rising again post-COVID
(3) Low volatility
- Beta ~0.2 (very stable stock)
- 👉 So it fits defensive dividend compounder, not just a yield play.
⚠ ️ 3. What institutions watch (important nuance)
Even income funds are cautious because:
❗ High payout ratio (~80%)
- Leaves less buffer if earnings drop
❗ Growth not very fast
- Transport is a slow-growth industry
❗ Policy / regulation risk
- Fares, contracts, and margins can be regulated
- 👉 So they won t blindly accumulate just for dividend.
🧾 Bottom line
- Yes institutional funds do buy ComfortDelGro partly for its dividend
- But more precisely, they buy it as a:
defensive, income-generating stock with moderate growth recovery
CDG should be subsidising petrol with shareholders profits.
I urge CDG to quickly adjust the prices it charges for Petrol to align to market rates.
Please Please , dont be last to do things.
Winnertakeall ( Date: 20-Mar-2026 16:05) Posted:
The Edge Singapore
Recent volatility in oil prices should not faze ComfortDelGro
https://www.theedgesingapore.com/views/frankly-speaking/recent-volatility-oil-prices-should-not-faze-comfortdelgro |
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The Edge Singapore
Recent volatility in oil prices should not faze ComfortDelGro
https://www.theedgesingapore.com/views/frankly-speaking/recent-volatility-oil-prices-should-not-faze-comfortdelgro
Yes, Comfort is still pushing hard...
Winnertakeall ( Date: 20-Mar-2026 09:56) Posted:
For ComfortDelGro Corporation Limited,
The upcoming dividend for FY2025 has these key dates:
- Ex-dividend date: 4 May 2026
- Payment date: 13 May 2026
- Dividend amount: SGD 0.0459 per share (tax-exempt one-tier final dividend)
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For ComfortDelGro Corporation Limited,
The upcoming dividend for FY2025 has these key dates:
- Ex-dividend date: 4 May 2026
- Payment date: 13 May 2026
- Dividend amount: SGD 0.0459 per share (tax-exempt one-tier final dividend)
I understand how u feel, hopefully u find comfort when the share price recovers
dexterderc ( Date: 18-Mar-2026 14:05) Posted:
| I bought some comfort before results release.. ended up feeling quite discomfort.. 😫 |
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it's time to shine will come...
wait a little...
work harder at whatever we do...
and we will prosper!
dexterderc ( Date: 18-Mar-2026 14:05) Posted:
| I bought some comfort before results release.. ended up feeling quite discomfort.. 😫 |
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I bought some comfort before results release.. ended up feeling quite discomfort.. 😫
Let' s hope it' s better late than never, instead of forever moving sideways.
Dedicating this song to CDG.
张 洪 量 《 你 知 道 我 在 等 你 吗 》 ni zhi dao wo zai deng ni maSpeediman ( Date: 18-Mar-2026 09:33) Posted:
CDG is always late to the party
When everyone have almost finished the food and drinks, then they arrive
JurongW ( Date: 17-Mar-2026 19:53) Posted:
CDG still prefer to do the Cha Cha.
If only it can emulate and breakout like AEM....
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ComfortDelGro introduces new temporary driver fee, increases meter fare amid rising fuel costs
The measures will take effect from Mar 24 to May 31
[SINGAPORE] Taxi operator ComfortDelGro : C52 -0.69% (CDG) will roll out a temporary driver fee for ride-hailing bookings and raise metered taxi rates, as part of measures to support cabbies grappling with higher operating costs amid rising fuel prices.
Under the changes, bookings made via its app will incur a drive fee of S$0.50 for fares below S$15, and a S$0.80 fee for fares of S$15 and above. Separately, metered trips will see a S$0.01 increase in the distance time rate.
In a press release on Tuesday (Mar 17), the listed transport behemoth said all of these fees will go directly to CDG&rsquo s drivers.
The temporary measures will take effect from Mar 24 to May 31.
The move comes on top of earlier support initiatives introduced earlier this month to cushion drivers&rsquo cost pressures amid the ongoing Iran war. This includes absorbing a portion of increased fuel costs at its petrol pumps.
The group also introduced a taxi fuel credit incentive programme on Mar 15 to further support drivers.
&ldquo We will continue to monitor the situation closely and remain committed to ensuring operational stability for our partners during this volatile period,&rdquo said CDG head of Singapore point-to-point mobility business Michael Huang.
Singapore&rsquo s pump prices have steadily risen since the recent conflict in Iran effectively closed a waterway critical to oil supplies.
The Straits Times previously reported that petrol station operations have increased prices, at times more than once a day, as global crude prices climbed up alongside developments in the Middle East.
ComfortDelGro to build new driving centre in Choa Chu Kang, invest S$200 million in driving education
Records from the Consumers Association of Singapore&rsquo s price tracker Price Kaki indicated that prices of 95-octane petrol ranged from S$3.46 to S$3.47 a litre as at Mar 17. This surpasses Caltex and Shell&rsquo s previous high of S$3.42 a litre, set during the Ukraine crisis in 2022.
Posted prices of 92-octane petrol, 98-octane petrol and the so&ndash called &ldquo premium&rdquo 98-octane petrol also crossed Ukraine-war highs in recent days.
In the Tuesday press release, Teo Siew Pan, executive secretary of the National Taxi Association (NTA), said the recent fuel hikes have stressed taxi drivers.
CDG&rsquo s latest measures will help offset some of these costs in a tangible way, National Private Hire Vehicles Association executive secretary Raven Lee added.
CDG is always late to the party
When everyone have almost finished the food and drinks, then they arrive
JurongW ( Date: 17-Mar-2026 19:53) Posted:
CDG still prefer to do the Cha Cha.
If only it can emulate and breakout like AEM....
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Support the drivers!
If no drivers, no Comfort... ...
Support investors too !!
Esp. bear investors... ...
Winnertakeall ( Date: 17-Mar-2026 21:17) Posted:
ComfortDelGro introduces new temporary driver fee,
increases meter fare amid rising fuel costs
The measures will take effect from Mar 24 to May 31
https://bt.sg/5PzDo |
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ComfortDelGro introduces new temporary driver fee,
increases meter fare amid rising fuel costs
The measures will take effect from Mar 24 to May 31
https://bt.sg/5PzDo |
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CDG still prefer to do the Cha Cha.
If only it can emulate and breakout like AEM....
Trapped within the channel for more than 2 years....Still waiting for it to break the upper channel convincingly.
张 学 友 - 等 你 等 到 我 心 痛 Wait You Till My Heartache [Lyrics]
JurongW ( Date: 17-Mar-2026 14:46) Posted:
Share price of CDG need to be impressive too, but it seems trap between $1.40 to $1.50 for long periods.
It has yet t to prove to us that it can sustain above $1.50 and beyond.
Let' s hope when it does awaken, it will be explosive.
Learnt from John Lu from Homily chart :
橫 有 多 長 ， 豎 有 多 高 < As long as it is horizontally, so tall it is vertically> |
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Less Singapore' s bus/train businesses, CDG is an asset intensive business. It is paying out 80% PATMI, in hope to sustain its share price. Borrowings has skyrocketed. What is therefore so great about its 8.5 cents dividend? Mind you, interest rate will stay high with the Middle East conflict.
