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Thanks for the correction 🙏
MrBear12 ( Date: 18-Aug-2025 09:23) Posted:
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Pay 28 august
Winnertakeall ( Date: 18-Aug-2025 09:04) Posted:
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ComfortDelGro @ $1.54
1H2025 An interim dividend of S$0.0391 per share
XD : 20/8/2025
Pay Date : 28/9/2025
1H2025 An interim dividend of S$0.0391 per share
XD : 20/8/2025
Pay Date : 28/9/2025
Place order for tomorrow to add to my holdings
Been side bar for a while
Best to stay away from Comfortdelgro with its debt position and amount of goodwill carried on its balance sheet.
Is too early for short squeeze as the open short position as 8 Aug is only 5,962,448 shares. The intraday short volume is 49.72% yesterday, The last time we saw this level of short was 4 Jul 51%. Since 4 Jul the average short is about 26%.
cloudy.mountain ( Date: 15-Aug-2025 13:40) Posted:
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so does it mean that if someone come in and push the share price higher, there will be a short squeeze event? aka GAMESTOP SG VERSION?
beng1102 ( Date: 15-Aug-2025 12:46) Posted:
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Short selling volume surged 404.46% yesterday compare to the average short volume of the last 235 trading days. Short selling likely is the reason for yesterdays negative closing.
MrBear12 ( Date: 15-Aug-2025 08:33) Posted:
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Consulting Entropy and all vested or thinking of,
Bought this for 165 in 2012 and sold about 298 in 2015-16.
Considering re-entering after almost a decade for keeping another decade & collect some dividends (about 80-100 cents)
What do you advise, besides the usual DYODD?
Bought this for 165 in 2012 and sold about 298 in 2015-16.
Considering re-entering after almost a decade for keeping another decade & collect some dividends (about 80-100 cents)
What do you advise, besides the usual DYODD?
MrBear12 ( Date: 15-Aug-2025 07:58) Posted:
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This is a buy
Most counters are down today as hope of a interest rate cut is unlikely soon as latest data show US inflation is rising.
spore1 ( Date: 14-Aug-2025 15:30) Posted:
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TP 1.80. All In!
Winnertakeall ( Date: 14-Aug-2025 15:00) Posted:
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DBS Research first take on Comfort delgro. DBS has a buy call on Comfort Delgro with target $1.80
Based on analysts, Comfort Delgro results are in line. Interim dividend is good at 3.91 cts.
Based on analysts, Comfort Delgro results are in line. Interim dividend is good at 3.91 cts.
ComfortDelGro&rsquo s H1 2025 earnings rise 11.2% to S$106 million
This is the first time that overseas contribution has made up more than half of CDG&rsquo s total revenue
[SINGAPORE] Transport operator ComfortDelGro (CDG) : C52 +0.64% reported on Wednesday (Aug 13) an 11.2 per cent increase in earnings for the first half of 2025 to S$106 million, from S$95.3 million in the year-ago period.
Revenue for the period rose 14.4 per cent to S$2.4 billion, from S$2.1 billion in the year prior, due to contributions from its overseas revenue, which contributed more than half of its total revenue for the first time.
Overseas revenue contributions, which amounted to S$1.3 billion, increased to 54.3 per cent of the overall revenue, up from 46.3 per cent in the year-ago period.
Full-year contributions from its acquisitions of UK private-hire service Addison Lee, UK-based ground transport management specialist CMAC, and Australian taxi network A2B in 2024 helped boost CDG&rsquo s overseas operating profit by 67.8 per cent compared with a year ago.
Revenue from Singapore, on the other hand, dipped slightly by 2.6 per cent to S$1.1 billion over the same period.
Earnings per share for H1 2025 was up 11.1 per cent at S$0.0489, from S$0.044 in H1 2024.
Revenue from the public-transport business rose 29.6 per cent to S$1.6 billion in H1 2025, from S$1.5 billion in H1 2024, due to increased revenues from renewals of its UK bus contract at improved margins, as well as the commencement of its four bus franchises in Greater Manchester.
For its taxi and private-hire segment, revenue rose to S$519.7 million, rising 58.7 per cent from S$327.5 million a year ago.
However, operating costs for this segment also increased by 67.5 per cent &ndash from S$265.9 million in H1 2024 to S$445.4 million in H1 2025.
As for its other private-transport segment, revenue for H1 stood at S$214.5 million, up 23.6 per cent, from S$173.5 million a year ago.
Overall operating profit for H1 grew to S$172.5 million, or 22.8 per cent higher than S$140.5 million from a year ago.
Cheng Siak Kian, the group chief executive officer of CDG, said that the increase in overseas earnings reflects CDG&rsquo s focus on pursuing profitable international growth.
&ldquo The international public transport business continues to do well, underpinned by our ability to collaborate effectively with our clients to deliver valued services to support their transport goals,&rdquo he said.
Outlook
In terms of business outlook for Singapore, CDG said that rail revenue is projected to increase with a steady growth in ridership, although manpower costs are anticipated to rise in a tight labour market.
As for its overseas markets, the company expects the renewal of its London public bus contracts to continue at improved margins. It also noted that the driver shortage in Australia is slowly reducing.
&ldquo Although the group has no direct exposure to recently introduced trade tariffs, with recent geopolitical and trade tensions, the group continues to monitor foreign exchange and interest rates closely and take appropriate measures as necessary while continuing to execute its strategy,&rdquo it added.
An interim dividend of S$0.0391 per share was declared by the board, to be paid on Aug 28.
On the other hand some with worst results do not go down as much.
Lots of manipulation.
Lots of manipulation.
ysh2006 ( Date: 14-Aug-2025 10:10) Posted:
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Earnings, Valuation, and Investment Recommendation
The target price remains at S\$1.71, pegged to 16x 2025F PE (CD' s five-year average). With a strong 2025 dividend yield of 6%, attractive valuation, and anticipated earnings growth, ComfortDelGro stands out as a defensive yet high-potential investment.
The target price remains at S\$1.71, pegged to 16x 2025F PE (CD' s five-year average). With a strong 2025 dividend yield of 6%, attractive valuation, and anticipated earnings growth, ComfortDelGro stands out as a defensive yet high-potential investment.
Forever?good results but not up to expectations.
ysh2006 ( Date: 14-Aug-2025 10:10) Posted:
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Add to long...div slightly higher than last aug...gd results....looking fr 1.75
Very funny why nowsaday result good and give dividend share price come down ?.....like SCI too!
MrBear12 ( Date: 13-Aug-2025 21:03) Posted:
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