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If Singapore can give license to Grab, Gojek, I see no reason not to give license to Tesla.
Tesla model is to be the operator itself. No need CDG as middle man.
Alignment ( Date: 22-Feb-2026 20:38) Posted:
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Yes. Old economy stock. Better opportunities elsewhere.
TA_Expert ( Date: 21-Feb-2026 21:35) Posted:
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If Tesla in the long term makes it as a robotaxi company then it will be a direct competitor to CDG.
In such a world I expect the beneficaries to be 1) passengers and 2) all the operators of autonomous taxis (CDG and whoever else has a licence). The losers wil be the drivers.
In such a world I expect the beneficaries to be 1) passengers and 2) all the operators of autonomous taxis (CDG and whoever else has a licence). The losers wil be the drivers.
investshare ( Date: 21-Feb-2026 14:49) Posted:
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Another gone case stock when STI has already passed 5,000 points.
Wonder if CDG autonomous taxi will be a futile effort.
Tesla model is to run robotaxi directly, no need taxi company as middle man.
Tesla model is to run robotaxi directly, no need taxi company as middle man.
ComfortDelGro&rsquo s subsidiary Vicom reports 45.1% y-o-y growth in earnings for FY2025 of $42.5 mil
Vicom, a subsidiary of ComfortDelGro, reported a 45.1% year-on-year growth in earnings for FY2025, reaching $42.5 million. The increase was primarily driven by the On-Board Unit (OBU) installation project, with over 251,000 OBUs installed in 2025. Despite the strong performance, Vicom anticipates a decrease in demand for testing services in the coming year.
CDG is quite a laggard relative to the re-rating that has been observed across STI30 and the SMIDs, time for a catch-up?
ComfortDelGro subsidiary Vicom
reports 45% y-o-y growth in patmi
for 3QFY2025 to $9.9 mil
ComfortDelGro' s subsidiary Vicom has reported a patmi of $9.9 million for the 3QFY2025 ended Sept 30, up 45% y-o-y.
For the 9MFY2025, patmi grew 22% y-o-y to $25.4 million.
Vicom posts 77.6% surge in H2 net profit to S$26.9 million
https://bt.sg/wsfsK
reports 45% y-o-y growth in patmi
for 3QFY2025 to $9.9 mil
ComfortDelGro' s subsidiary Vicom has reported a patmi of $9.9 million for the 3QFY2025 ended Sept 30, up 45% y-o-y.
For the 9MFY2025, patmi grew 22% y-o-y to $25.4 million.
Vicom posts 77.6% surge in H2 net profit to S$26.9 million
https://bt.sg/wsfsK
The article headline reads:
?Why Asia?s family offices are moving to multi-hub models?
It explains how Asian family offices (especially Singapore-based ones) are shifting from a single-location structure to operating across multiple jurisdictions (e.g., Singapore + Hong Kong + Dubai + Europe, etc.).
Below is your requested structured breakdown:
1️ ⃣ FEATURES (What is happening structurally?)
? Multi-hub operating model
Family offices are no longer based in only one city. They operate across multiple financial centres.
? Jurisdiction diversification
Assets, holding companies, and investment vehicles are spread across different legal systems.
? Singapore as governance anchor
Singapore remains the core for:
Regulation
Legal stability
Governance framework
Trust structures
? Cross-border asset allocation
Investments include:
Private equity
Venture capital
Hedge funds
Direct operating businesses
Real assets
? Stronger compliance and reporting structures
More formal governance, institutional-style oversight.
2️ ⃣ TOUCHPOINTS (Where impact is felt)
🏦 Financial Centres
Singapore
Hong Kong
Dubai
London
Switzerland
These hubs provide:
Tax efficiency
Market access
Regulatory arbitrage
Banking depth
👨 👩 👧 Family Members
Next generation often lives overseas
Education and lifestyle diversification
Risk management across political regions
💼 Investment Operations
Deal sourcing in US / China / Middle East
Private market access
Currency diversification
🏛 Regulators & Governments
Increased scrutiny
AML / tax transparency
Substance requirements
3️ ⃣ GAINPOINTS (Benefits)
✅ 1. Political Risk Diversification
If one country tightens rules, others remain operational.
✅ 2. Tax Efficiency
Different structures optimize global tax exposure.
✅ 3. Better Deal Flow
Presence in multiple hubs gives:
Better access to private deals
Earlier-stage venture access
Regional expertise
✅ 4. Asset Protection
Legal diversification protects wealth from:
Policy shocks
Currency crises
Capital controls
✅ 5. Institutionalisation
Family offices become more professional:
Better governance
Structured investment committees
Performance accountability
4️ ⃣ PAINPOINTS (What?s difficult)
❌ 1. Higher Operating Costs
Multiple offices
More legal teams
Cross-border tax advisors
Compliance expenses
❌ 2. Complexity
Managing:
Different legal systems
Tax rules
Reporting standards
❌ 3. Talent Competition
Skilled CIOs and investment teams are scarce.
❌ 4. Fragmented Decision Making
Multi-location teams can slow decisions.
5️ ⃣ CHALLENGES (Strategic Risks)
⚠ Geopolitical Tension
US?China conflict
Sanctions risk
Middle East instability
⚠ Regulatory Tightening
Singapore increasing substance requirements
Global push for tax transparency
⚠ Over-diversification
Too many hubs can dilute control and focus.
⚠ Liquidity Stress
Private market heavy allocations reduce flexibility.
6️ ⃣ SOLUTIONS (How families are adapting)
🔹 1. Singapore as Core, Others as Satellites
Keep:
Governance
Trust structures
Central risk oversight
in Singapore.
Deploy capital through satellite hubs.
🔹 2. Institutional Investment Framework
Formal IC (Investment Committee)
Independent advisors
Risk dashboards
🔹 3. Structured Asset Allocation
Balanced mix:
Public markets (liquid)
Private markets (long-term growth)
Real assets (inflation hedge)
🔹 4. Scenario Planning
Stress testing:
Currency shock
Sanctions
Capital restrictions
🔎 Big Strategic Insight
The shift to multi-hub is not about chasing tax.
It is about:
Wealth preservation under geopolitical fragmentation.
Asia?s ultra-wealthy are preparing for a world that is:
Less globalised
More politically fragmented
More regulated
Singapore remains the governance centre because of:
Stability
Rule of law
Neutral geopolitical positioning
Strong financial infrastructure
If you want, I can next:
Apply this to Singapore-listed REITs or banks
Or analyze how this affects SG property, DBS, OCBC, UOB
Or break it down from a sovereign fund / Temasek / GIC lens
Or frame it from your property consultancy strategy angle
?Why Asia?s family offices are moving to multi-hub models?
It explains how Asian family offices (especially Singapore-based ones) are shifting from a single-location structure to operating across multiple jurisdictions (e.g., Singapore + Hong Kong + Dubai + Europe, etc.).
Below is your requested structured breakdown:
1️ ⃣ FEATURES (What is happening structurally?)
? Multi-hub operating model
Family offices are no longer based in only one city. They operate across multiple financial centres.
? Jurisdiction diversification
Assets, holding companies, and investment vehicles are spread across different legal systems.
? Singapore as governance anchor
Singapore remains the core for:
Regulation
Legal stability
Governance framework
Trust structures
? Cross-border asset allocation
Investments include:
Private equity
Venture capital
Hedge funds
Direct operating businesses
Real assets
? Stronger compliance and reporting structures
More formal governance, institutional-style oversight.
2️ ⃣ TOUCHPOINTS (Where impact is felt)
🏦 Financial Centres
Singapore
Hong Kong
Dubai
London
Switzerland
These hubs provide:
Tax efficiency
Market access
Regulatory arbitrage
Banking depth
👨 👩 👧 Family Members
Next generation often lives overseas
Education and lifestyle diversification
Risk management across political regions
💼 Investment Operations
Deal sourcing in US / China / Middle East
Private market access
Currency diversification
🏛 Regulators & Governments
Increased scrutiny
AML / tax transparency
Substance requirements
3️ ⃣ GAINPOINTS (Benefits)
✅ 1. Political Risk Diversification
If one country tightens rules, others remain operational.
✅ 2. Tax Efficiency
Different structures optimize global tax exposure.
✅ 3. Better Deal Flow
Presence in multiple hubs gives:
Better access to private deals
Earlier-stage venture access
Regional expertise
✅ 4. Asset Protection
Legal diversification protects wealth from:
Policy shocks
Currency crises
Capital controls
✅ 5. Institutionalisation
Family offices become more professional:
Better governance
Structured investment committees
Performance accountability
4️ ⃣ PAINPOINTS (What?s difficult)
❌ 1. Higher Operating Costs
Multiple offices
More legal teams
Cross-border tax advisors
Compliance expenses
❌ 2. Complexity
Managing:
Different legal systems
Tax rules
Reporting standards
❌ 3. Talent Competition
Skilled CIOs and investment teams are scarce.
❌ 4. Fragmented Decision Making
Multi-location teams can slow decisions.
5️ ⃣ CHALLENGES (Strategic Risks)
⚠ Geopolitical Tension
US?China conflict
Sanctions risk
Middle East instability
⚠ Regulatory Tightening
Singapore increasing substance requirements
Global push for tax transparency
⚠ Over-diversification
Too many hubs can dilute control and focus.
⚠ Liquidity Stress
Private market heavy allocations reduce flexibility.
6️ ⃣ SOLUTIONS (How families are adapting)
🔹 1. Singapore as Core, Others as Satellites
Keep:
Governance
Trust structures
Central risk oversight
in Singapore.
Deploy capital through satellite hubs.
🔹 2. Institutional Investment Framework
Formal IC (Investment Committee)
Independent advisors
Risk dashboards
🔹 3. Structured Asset Allocation
Balanced mix:
Public markets (liquid)
Private markets (long-term growth)
Real assets (inflation hedge)
🔹 4. Scenario Planning
Stress testing:
Currency shock
Sanctions
Capital restrictions
🔎 Big Strategic Insight
The shift to multi-hub is not about chasing tax.
It is about:
Wealth preservation under geopolitical fragmentation.
Asia?s ultra-wealthy are preparing for a world that is:
Less globalised
More politically fragmented
More regulated
Singapore remains the governance centre because of:
Stability
Rule of law
Neutral geopolitical positioning
Strong financial infrastructure
If you want, I can next:
Apply this to Singapore-listed REITs or banks
Or analyze how this affects SG property, DBS, OCBC, UOB
Or break it down from a sovereign fund / Temasek / GIC lens
Or frame it from your property consultancy strategy angle
The share price stalling ahead of ComfortDelGro FY2025 results can be attributed to the market already pricing in expectations, a defensive stock profile with stable dividends, and a lack of fresh positive catalysts to drive speculative buying ahead of the results release on 27 Feb 2026. Post-results volatility could still come if the company beats or misses expectations.
Will we be seeing the strongest breakout ever?
Summary What Investors May See in FY2025 Results
Likely themes based on current data and forecasts:
✅ Revenue growth + (modest to solid vs FY2024)
✅ Profit growth double-digit PBT/PATMI growth is plausible
✅ Higher overseas earnings share > 50 %
✅ Strong dividend yield + payout policy
⚠ ️ Taxi/ride-hail competition and cost pressures could temper margins
Likely themes based on current data and forecasts:
✅ Revenue growth + (modest to solid vs FY2024)
✅ Profit growth double-digit PBT/PATMI growth is plausible
✅ Higher overseas earnings share > 50 %
✅ Strong dividend yield + payout policy
⚠ ️ Taxi/ride-hail competition and cost pressures could temper margins
Think DCF valuation suits CDG well.
DCF determines intrinsic value of an asset based on fundamental future cash flows rather than volatile market sentiment, and CDG is a stable, consistent, mature, defensive business that provides regular dividends.
DCF determines intrinsic value of an asset based on fundamental future cash flows rather than volatile market sentiment, and CDG is a stable, consistent, mature, defensive business that provides regular dividends.
Winnertakeall ( Date: 19-Feb-2026 12:42) Posted:
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Price will likely rise when Net profit and total revenue and cash flow increases!
Winnertakeall ( Date: 19-Feb-2026 12:42) Posted:
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Key Insights
- The projected fair value for ComfortDelGro is S$2.21 based on 2 Stage Free Cash Flow to Equity
- ComfortDelGro is estimated to be 32% undervalued based on current share price of S$1.50
- The S$1.71 analyst price target for C52 is 23% less than our estimate of fair value
Delvyss ( Date: 19-Feb-2026 10:29) Posted:
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📊 Current Analyst Consensus
- Multiple brokerages (e.g., RHB, UOB Kay Hian, DBS) have maintained Buy ratings on the stock, with target prices generally above the prevailing market price as of late 2025/early 2026.
- Targets like S$1.70 ~ S$1.80
- Dividend yield forecasts around ~5.5 ~ 6% add income appeal.
Is There An Opportunity With ComfortDelGro Corporation Limited' s (SGX:C52) 32% Undervaluation?
https://finance.yahoo.com/news/opportunity-comfortdelgro-corporation-limiteds-sgx-062218465.html
FY2025 (Full Year) Results Release Scheduled
27 February 2026 - The company will (or did) release full-year results for the year ended 31 December 2025 after market close.
27 February 2026 - The company will (or did) release full-year results for the year ended 31 December 2025 after market close.
That' s a good one.
不 幸 的 是 司 机 大 幸 的 是 空 车 (无 乘 客 ）
不 幸 的 是 司 机 大 幸 的 是 空 车 (无 乘 客 ）
MrBear12 ( Date: 18-Feb-2026 18:22) Posted:
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