ComfortDelGro    Last:1.3    +0.01

COMFORT DELGRO - MOVING FORWARD

CDG should have channelled these monies/shares as special dividend to shareholders

JurongW      ( Date: 04-Mar-2026 22:27) Posted: SBB today - 300,000 shares bought at $1.4467 ($434,577)

 

 

SBB today - 300,000 shares bought at $1.4467 ($434,577)

 

watch out the mines in the waters!!

as in the stock market, there are many mines.

we are navigating a mine filled landscape.


watch and pray

beng1102      ( Date: 04-Mar-2026 20:37) Posted: According to very recent reporting (as of March 4 2026): The U.S. and allied strikes have severely degraded Iran&rsquo s military capabilities. A top U.S. military commander said that Iran has already fired hundreds of ballistic missiles and thousands of drones in retaliation, but that many Iranian weapons systems have also been hit. Reports suggest hundreds of ballistic missile launchers and drone assets may have been destroyed by U.S./Israeli strikes &mdash significantly affecting Iran&rsquo s capacity to sustain large continued salvos. This doesn&rsquo t mean Iran has no missiles or drones left, but it may reduce their ability to launch prolonged, large coordinated attacks compared with before the conflict. investshare      ( Date: 04-Mar-2026 19:42) Posted: Iran is not blocking it by lining up its ships across the strait. It blocks by shooting missile or drone to ships that passed through. Having ships or not is irrelevant

 

In that case, war should end soon. Blocking of strait should not be even worried at all.

beng1102      ( Date: 04-Mar-2026 20:37) Posted: According to very recent reporting (as of March 4 2026): The U.S. and allied strikes have severely degraded Iran&rsquo s military capabilities. A top U.S. military commander said that Iran has already fired hundreds of ballistic missiles and thousands of drones in retaliation, but that many Iranian weapons systems have also been hit. Reports suggest hundreds of ballistic missile launchers and drone assets may have been destroyed by U.S./Israeli strikes &mdash significantly affecting Iran&rsquo s capacity to sustain large continued salvos. This doesn&rsquo t mean Iran has no missiles or drones left, but it may reduce their ability to launch prolonged, large coordinated attacks compared with before the conflict. investshare      ( Date: 04-Mar-2026 19:42) Posted: Iran is not blocking it by lining up its ships across the strait. It blocks by shooting missile or drone to ships that passed through. Having ships or not is irrelevant

 

According to very recent reporting (as of March 4 2026):
The U.S. and allied strikes have severely degraded Iran&rsquo s military capabilities.
A top U.S. military commander said that Iran has already fired hundreds of ballistic missiles and thousands of drones in retaliation, but that many Iranian weapons systems have also been hit.

Reports suggest hundreds of ballistic missile launchers and drone assets may have been destroyed by U.S./Israeli strikes &mdash significantly affecting Iran&rsquo s capacity to sustain large continued salvos.

This doesn&rsquo t mean Iran has no missiles or drones left, but it may reduce their ability to launch prolonged, large coordinated attacks compared with before the conflict.

investshare      ( Date: 04-Mar-2026 19:42) Posted: Iran is not blocking it by lining up its ships across the strait. It blocks by shooting missile or drone to ships that passed through. Having ships or not is irrelevant. beng1102      ( Date: 04-Mar-2026 19:36) Posted: US has destroyed almost all Iranian ships.  I think Iran is unlikely able to  fully block the Strait of Hormuz. https://www.aa.com.tr/en/middle-east/us-claims-to-have-destroyed-all-iranian-ships-in-gulf-of-oman/384747

 

Iran is not blocking it by lining up its ships across the strait.
It blocks by shooting missile or drone to ships that passed through.
Having ships or not is irrelevant.

beng1102      ( Date: 04-Mar-2026 19:36) Posted: US has destroyed almost all Iranian ships.  I think Iran is unlikely able to  fully block the Strait of Hormuz. https://www.aa.com.tr/en/middle-east/us-claims-to-have-destroyed-all-iranian-ships-in-gulf-of-oman/3847479 MrBear12      ( Date: 04-Mar-2026 08:26) Posted: yes this is a company that exhibits potential because of its size and clear dividend policy. however we must be willing to wait out for an increase in share price to perhaps the three dollar mark. Let the winner take it all!

 

US has destroyed almost all Iranian ships.  I think Iran is unlikely able to  fully block the Strait of Hormuz.

https://www.aa.com.tr/en/middle-east/us-claims-to-have-destroyed-all-iranian-ships-in-gulf-of-oman/3847479

MrBear12      ( Date: 04-Mar-2026 08:26) Posted: yes this is a company that exhibits potential because of its size and clear dividend policy. however we must be willing to wait out for an increase in share price to perhaps the three dollar mark. Let the winner take it all!

 

yes this is a company that exhibits potential because of its size and clear dividend policy.

however we must be willing to wait out for an increase in share price to perhaps the three dollar mark.

Let the winner take it all!

 

1) FY 2025 Recent Results & Dividend Dynamics

Earnings & Revenue

• CDG reported a year-on-year rise in earnings for H2 FY2025, with revenue at about S$2.6 bn and a 7.9% increase in earnings vs prior year. FY2025 saw a record revenue near S$5 bn.    

Dividend Track Record

• ComfortDelGro has a policy of paying ~70& ndash 80% of PATMI as dividends, and its interim dividend in 1H FY2025 was higher than in FY2024, with a dividend yield around mid-5% based on share price levels.    

Dividend Yield Appeal

• A ~5& ndash 5.5% yield is attractive relative to many Singapore stocks, especially outside REITs, which often dominate high yield lists.    

💡 Bottom line: The dividend yield is competitive, and CDG continues to reward shareholders with distributions that are supported by decent payout ratios.

2) Valuation & Analyst Views

Analyst Sentiment   

• Brokers like DBS had maintained a BUY rating with a 12-month target notably above recent trading levels, citing international expansion and growth prospects.    

Technical/Price Context

• Some technical models note subdued share price movement, suggesting the stock isn& rsquo t in a strong uptrend.    

Strategic Expansion

• CDG has bolstered earnings by acquiring overseas assets (e.g., A2B, CMAC, Addison Lee) which should enhance earnings mix beyond Singapore.    

📊 Takeaway: Strategically, analysts see upside from fundamentals and international growth, though near-term price action hasn& rsquo t been strong.

 

Too many bears stationed long term here

....

am not sure when they will leave.


maybe when a big announcement of a big dividend or capital dist.

otherwise it is under bear watch

Asdfgh101      ( Date: 03-Mar-2026 19:41) Posted: Bear trap Mr Bear? ST| ComfortDelGro wins tender for next-generation driving school replacing BBDC in the west Thread startersnapp Start date23 minutes ago A new multi-storey driving school in Choa Chu Kang will be operated by ComfortDelGro Driving Centre (CDC), which secured the tender after bidding $38 million. In a joint statement on March 3, the Singapore Police Force (SPF) and Urban Redevelopment Authority (URA) said CDC was the highest bidder for the 24,890 sq m plot in Lorong Bistari. Located near Kranji Camp III, the Next-Generation Driving Centre will be the second multi-storey driving school in Singapore, after the Singapore Safety Driving Centre (SSDC), which opened in 2010. The facility will not only utilise technology to teach new drivers and evaluate their skills, but will also cater to those applying for Class 4 and 5 heavy vehicle driving licences. Currently, individuals applying for such licences can undergo training and testing only at the SSDC in Woodlands.

 

Bear trap Mr Bear? ST| ComfortDelGro wins tender for next-generation driving school replacing BBDC in the west Thread startersnapp Start date23 minutes ago A new multi-storey driving school in Choa Chu Kang will be operated by ComfortDelGro Driving Centre (CDC), which secured the tender after bidding $38 million. In a joint statement on March 3, the Singapore Police Force (SPF) and Urban Redevelopment Authority (URA) said CDC was the highest bidder for the 24,890 sq m plot in Lorong Bistari. Located near Kranji Camp III, the Next-Generation Driving Centre will be the second multi-storey driving school in Singapore, after the Singapore Safety Driving Centre (SSDC), which opened in 2010. The facility will not only utilise technology to teach new drivers and evaluate their skills, but will also cater to those applying for Class 4 and 5 heavy vehicle driving licences. Currently, individuals applying for such licences can undergo training and testing only at the SSDC in Woodlands.

 

don't buy this one at the moment. get sbs transit instead and also STEng.

Winnertakeall      ( Date: 03-Mar-2026 10:05) Posted: SGX volumes on Shortsell 2/3/2026  was 20,087,700 (yesterday) 23-27/2/2026 was 27,337,000 (last weekly )

 

SGX volumes on Shortsell
2/3/2026  was 20,087,700 (yesterday)
23-27/2/2026 was 27,337,000 (last weekly )

 

SBB today - 100,000 shares bought at $1.48 ($148,193)

 

Target price still firmed 

Winnertakeall      ( Date: 02-Mar-2026 13:35) Posted: 📊 Analyst Target Prices & Ratings for FY2025 1. RHB (Shekhar Jaiswal) &mdash BUY Target Price: SGD 1.70 Maintains a BUY call with positive outlook on earnings momentum and taxi/ride-hailing fee increases. Implies ~15% upside and a ~6% dividend yield for FY2025 expectations.   2. DBS Group Research &mdash BUY 12-month Price Target: SGD 1.80 Based on international expansion and acquisitions expected to drive future profit growth. Works off an October 2025 report (covering FY2025-FY2026 earnings views).   3. Maybank/KGI/Other Brokers &ndash BUY Multiple broker reports based around mid-2025 maintained target prices around SGD 1.70 for the next 12 months (often used as the base for FY2025 valuation).

 

Excerpts from UOB Kay Hian - Earnings Beat On UK And ERP 2.0 Uplift
CD posted a record-high 2025 revenue of S$5.06b (+13% yoy) and core PATMI of S$214m (+4% yoy), beating our forecast by 4% on stronger UK margins.

The public transport and inspection segments drove earnings growth, offsetting P2P margin compression amid competitive pressures.

Maintain BUY with a higher target price of S$1.82 - pegged to 16x 2026 PE. CD offers a decent 5.7% yield for 2026.

 

📊 Analyst Target Prices & Ratings for FY2025

1. RHB (Shekhar Jaiswal) &mdash BUY

• Target Price: SGD 1.70
• Maintains a BUY call with positive outlook on earnings momentum and taxi/ride-hailing fee increases.
• Implies ~15% upside and a ~6% dividend yield for FY2025 expectations.  

2. DBS Group Research &mdash BUY

• 12-month Price Target: SGD 1.80
• Based on international expansion and acquisitions expected to drive future profit growth.
• Works off an October 2025 report (covering FY2025-FY2026 earnings views).  

3. Maybank/KGI/Other Brokers &ndash BUY

• Multiple broker reports based around mid-2025 maintained target prices around SGD 1.70 for the next 12 months (often used as the base for FY2025 valuation).  

 

 

miss put wording 'good results ' after achieve..

alanchee      ( Date: 02-Mar-2026 13:22) Posted: Right, timing is very important. Always late to the party and by the.time results announcement made, celebration over, war also over. Hope Comfort management read this thread/post. Working so hard to achieve, yet effort is not recognised and SP get bashed down Speediman      ( Date: 02-Mar-2026 10:32) Posted: Nobody makes money despite a good set of results. CDG please get your accountants to bring forward their reporting Vicom and Sbs needs to report within 30 days and CDG within 35 days Being very late to report, BB's are selling by the time your result is ou

 

Right, timing is very important. Always late to the party and by the.time results announcement made, celebration over, war also over. Hope Comfort management read this thread/post. Working so hard to achieve, yet effort is not recognised and SP get bashed down

Speediman      ( Date: 02-Mar-2026 10:32) Posted: Nobody makes money despite a good set of results. CDG please get your accountants to bring forward their reporting Vicom and Sbs needs to report within 30 days and CDG within 35 days Being very late to report, BB's are selling by the time your result is out Speediman      ( Date: 01-Mar-2026 13:27) Posted: Unfortunately due to the usual very late reporting of CDG results, the party is over Now with the war just started 1 day after results, the feel good factor is diminished If CDG directors read this post, CHANGE is required. Follow the banks to report usually within 35 days after the qtr is over. 45 days after the qtr, the party has ended