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ComfortDelGro    Last:1.29   -

ComfortDelGro fundamentally strong but price weak

 Post Reply 621-640 of 2019
 
edwinjup
    08-Dec-2017 17:52  
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New...think one of the best outcome....

MichaelSchenker      ( Date: 08-Dec-2017 17:43) Posted:

Is this new or old news?

Comfort just bought 51% into Uber Lion City Rental

 
 
MichaelSchenker
    08-Dec-2017 17:43  
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Is this new or old news?

Comfort just bought 51% into Uber Lion City Rental
 
 
destinykraze
    08-Dec-2017 17:08  
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bank analyst thinks comfort is great to enter now. lol. just because idling fleet isnt increasing anymore. but they completely omitted details like comfort slashing the rental to abyssal rates. the situation is a long term 1. analyst always tries to induce people to buy after they have entered. wait for bottom to form before entering!

sun233      ( Date: 08-Dec-2017 16:35) Posted:

i totally agree with you regarding their business. I just vested.  Happy with price. Short term noise not a concern for me. Grab making some headway but this is bc Comfort has been too complacent. Earlier there were so many complains of taxis hiding during peak hour but things have changed now. Every month there was some complain about taxis so the govt allowed Grab to start. This complacency is what is bothering me. Comfort has lost their comfort zone. They have to work harder now but with the current team looks like it wont happen. They need to up their game.

FATABA      ( Date: 08-Dec-2017 16:13) Posted:

Allow me to offer my personal input on CDG ....honestly its taxi division is not all that bad cosidering that they do hv taxi in other part of the world and most important  " still profitable" . Further other divisions are still doing ok esp the rail .
HOWEVER, noise from Uber and Grab are noisy ....no ganrantee any JV w Uber wld be more porfitable or otherwise.
In fact Grab is losting $$ and more so Uber.....how long they can bleed is not an issue with us as they are not listed here.
( but in ways it affect CDG) .
As of share price ....unfortunately , ppl  ( esp Spore investor ) hold a short term view ...and any current issue will blow out of proportion ...
so I guess the share price will be affected.....maybe 2018 we might see some new strategy of investment fm CDG.
 


 

 
sun233
    08-Dec-2017 16:35  
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i totally agree with you regarding their business. I just vested.  Happy with price. Short term noise not a concern for me. Grab making some headway but this is bc Comfort has been too complacent. Earlier there were so many complains of taxis hiding during peak hour but things have changed now. Every month there was some complain about taxis so the govt allowed Grab to start. This complacency is what is bothering me. Comfort has lost their comfort zone. They have to work harder now but with the current team looks like it wont happen. They need to up their game.

FATABA      ( Date: 08-Dec-2017 16:13) Posted:

Allow me to offer my personal input on CDG ....honestly its taxi division is not all that bad cosidering that they do hv taxi in other part of the world and most important  " still profitable" . Further other divisions are still doing ok esp the rail .
HOWEVER, noise from Uber and Grab are noisy ....no ganrantee any JV w Uber wld be more porfitable or otherwise.
In fact Grab is losting $$ and more so Uber.....how long they can bleed is not an issue with us as they are not listed here.
( but in ways it affect CDG) .
As of share price ....unfortunately , ppl  ( esp Spore investor ) hold a short term view ...and any current issue will blow out of proportion ...
so I guess the share price will be affected.....maybe 2018 we might see some new strategy of investment fm CDG.
 

sun233      ( Date: 08-Dec-2017 15:42) Posted:

I agree but what is troubling is CDG has not commented these past three months. That is unacceptable.CEO shd be fired. 


 
 
alexchew
    08-Dec-2017 16:17  
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i dont really think this is a short term view as what u mentioned.. As i mentioned in earlier post, they are fighting the same kind of issue everywhere they have taxi fleets..When taxi becomes hard to get on the road, ppl turned to mobile solutions to get a cab. Do you still see ppl trying to flag down taxi these days? 

This thing will spiral, and will cause the taxi to go into a vicious cycle, where taxi is hard, we go mobile, and slowly, ppl will give up trying to get a cab. That' s what grab/uber is hoping for. Of cos, taxi will always be in existence, just at what scale.. maybe at 10% of today? who knows.. When that day comes, grab/uber will stop giving promo codes, but consumer will pretty much have no other options already. 

FATABA      ( Date: 08-Dec-2017 16:13) Posted:

Allow me to offer my personal input on CDG ....honestly its taxi division is not all that bad cosidering that they do hv taxi in other part of the world and most important  " still profitable" . Further other divisions are still doing ok esp the rail .
HOWEVER, noise from Uber and Grab are noisy ....no ganrantee any JV w Uber wld be more porfitable or otherwise.
In fact Grab is losting $$ and more so Uber.....how long they can bleed is not an issue with us as they are not listed here.
( but in ways it affect CDG) .
As of share price ....unfortunately , ppl  ( esp Spore investor ) hold a short term view ...and any current issue will blow out of proportion ...
so I guess the share price will be affected.....maybe 2018 we might see some new strategy of investment fm CDG.
 

sun233      ( Date: 08-Dec-2017 15:42) Posted:

I agree but what is troubling is CDG has not commented these past three months. That is unacceptable.CEO shd be fired. 


 
 
FATABA
    08-Dec-2017 16:13  
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Allow me to offer my personal input on CDG ....honestly its taxi division is not all that bad cosidering that they do hv taxi in other part of the world and most important  " still profitable" . Further other divisions are still doing ok esp the rail .
HOWEVER, noise from Uber and Grab are noisy ....no ganrantee any JV w Uber wld be more porfitable or otherwise.
In fact Grab is losting $$ and more so Uber.....how long they can bleed is not an issue with us as they are not listed here.
( but in ways it affect CDG) .
As of share price ....unfortunately , ppl  ( esp Spore investor ) hold a short term view ...and any current issue will blow out of proportion ...
so I guess the share price will be affected.....maybe 2018 we might see some new strategy of investment fm CDG.
 

sun233      ( Date: 08-Dec-2017 15:42) Posted:

I agree but what is troubling is CDG has not commented these past three months. That is unacceptable.CEO shd be fired. 

FATABA      ( Date: 08-Dec-2017 15:32) Posted:

Interesting ....Blackrock increase its holding fm 5.96% to 6.07%....no infor on the price they pay.
Cld be a yr end dressing up . Whatever, it offers support to CD


 

 
sun233
    08-Dec-2017 15:42  
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I agree but what is troubling is CDG has not commented these past three months. That is unacceptable.CEO shd be fired. 

FATABA      ( Date: 08-Dec-2017 15:32) Posted:

Interesting ....Blackrock increase its holding fm 5.96% to 6.07%....no infor on the price they pay.
Cld be a yr end dressing up . Whatever, it offers support to CDG

sun233      ( Date: 08-Dec-2017 15:25) Posted:

Cheers


 
 
MonkeyKingGod
    08-Dec-2017 15:39  
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ComfortDelGro&rsquo s businesses include bus, taxi, rail, car rental and leasing, automotive engineering services, inspection and testing services, driving centre, insurance broking services and outdoor advertising.

Apart from being the market leader in Singapore, ComfortDelGro has a significant overseas presence. The Group&rsquo s operations currently extend from the United Kingdom and Ireland to Australia, Vietnam, Malaysia, as well as across 11 cities in China, including Beijing, Shanghai, Guangzhou, Shenyang and Chengdu.

so i guess if DTL or NEL breakdown, we cant blame them but the owner. i see i see 

so i guess all REITS and properties stock are worthless cause the land/lease/ building belongs to the government u mean

destinykraze      ( Date: 08-Dec-2017 15:18) Posted:

Imagine you hiring a maid for your household. Then your maid goes around telling people that she is the owner of the house. See how absurd that sounds?

destinykraze      ( Date: 08-Dec-2017 15:08) Posted:

Don' t anyhow say. SBS is the ONLY THE operator. They don' t own NEL or DTL. CDG has around 60% stake in SBS. They most definitely don' t own the MRT, it' s OWNED BY LTA.
  You think drivers are earning more than the owner?
 


 
 
FATABA
    08-Dec-2017 15:32  
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Interesting ....Blackrock increase its holding fm 5.96% to 6.07%....no infor on the price they pay.
Cld be a yr end dressing up . Whatever, it offers support to CDG

sun233      ( Date: 08-Dec-2017 15:25) Posted:

Cheers.

FATABA      ( Date: 08-Dec-2017 15:23) Posted:

Noted thanks.
 


 
 
sun233
    08-Dec-2017 15:25  
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Cheers.

FATABA      ( Date: 08-Dec-2017 15:23) Posted:

Noted thanks.
 

sun233      ( Date: 08-Dec-2017 15:07) Posted:

Hey i' m accessing from iPhone. SGX company annoucements on 7 Dec at around 5 plus. Pls check there


 

 
FATABA
    08-Dec-2017 15:23  
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Noted thanks.
 

sun233      ( Date: 08-Dec-2017 15:07) Posted:

Hey i' m accessing from iPhone. SGX company annoucements on 7 Dec at around 5 plus. Pls check there.

FATABA      ( Date: 08-Dec-2017 15:04) Posted:

sun 233,  cant open ...is this for today ? so what % did black rock increased ?
Thk


 
 
destinykraze
    08-Dec-2017 15:18  
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Imagine you hiring a maid for your household. Then your maid goes around telling people that she is the owner of the house. See how absurd that sounds?

destinykraze      ( Date: 08-Dec-2017 15:08) Posted:

Don' t anyhow say. SBS is the ONLY THE operator. They don' t own NEL or DTL. CDG has around 60% stake in SBS. They most definitely don' t own the MRT, it' s OWNED BY LTA.
  You think drivers are earning more than the owner?
 

MonkeyKingGod      ( Date: 08-Dec-2017 10:09) Posted:

oh. CDG has our NEL and DTL in singapore as well. large stake in SBS. if he buy, he owe more than half of transportation system in SG. 

and on top, the fleets in UK, vietnam, China and Australia.

Since burning $ when softbank invest in grab and uber

might as well buy down CDG, monopolize and start making $. but maybe cos in SG, our transportation regulated ba. 

else, he buy down, he hike fare. we all di


 
 
destinykraze
    08-Dec-2017 15:08  
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Don' t anyhow say. SBS is the ONLY THE operator. They don' t own NEL or DTL. CDG has around 60% stake in SBS. They most definitely don' t own the MRT, it' s OWNED BY LTA.
  You think drivers are earning more than the owner?
 

MonkeyKingGod      ( Date: 08-Dec-2017 10:09) Posted:

oh. CDG has our NEL and DTL in singapore as well. large stake in SBS. if he buy, he owe more than half of transportation system in SG. 

and on top, the fleets in UK, vietnam, China and Australia.

Since burning $ when softbank invest in grab and uber

might as well buy down CDG, monopolize and start making $. but maybe cos in SG, our transportation regulated ba. 

else, he buy down, he hike fare. we all die

investshare      ( Date: 07-Dec-2017 22:12) Posted:

What does CDG has? Taxi? Then Softbank might as well buy Toyota


 
 
sun233
    08-Dec-2017 15:07  
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Hey i' m accessing from iPhone. SGX company annoucements on 7 Dec at around 5 plus. Pls check there.

FATABA      ( Date: 08-Dec-2017 15:04) Posted:

sun 233,  cant open ...is this for today ? so what % did black rock increased ?
Thks

sun233      ( Date: 08-Dec-2017 14:57) Posted:

Sorry... On SGX. Blackrock increased stake


 
 
FATABA
    08-Dec-2017 15:04  
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sun 233,  cant open ...is this for today ? so what % did black rock increased ?
Thks

sun233      ( Date: 08-Dec-2017 14:57) Posted:

Sorry... On SGX. Blackrock increased stake.

seba240698      ( Date: 08-Dec-2017 14:45) Posted:

Hi, what is it about? cannot open leh.....


 

 
sun233
    08-Dec-2017 14:57  
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Sorry... On SGX. Blackrock increased stake.

seba240698      ( Date: 08-Dec-2017 14:45) Posted:

Hi, what is it about? cannot open leh......

sun233      ( Date: 08-Dec-2017 14:28) Posted:

http://infopub.sgx.com/FileOpen/_BlackRock%20-%20%20Form%203%2005122017.ashx?App=Announcement& FileID=481286


 
 
seba240698
    08-Dec-2017 14:45  
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Hi, what is it about? cannot open leh......

sun233      ( Date: 08-Dec-2017 14:28) Posted:

http://infopub.sgx.com/FileOpen/_BlackRock%20-%20%20Form%203%2005122017.ashx?App=Announcement& FileID=481286

 
 
sun233
    08-Dec-2017 14:28  
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http://infopub.sgx.com/FileOpen/_BlackRock%20-%20%20Form%203%2005122017.ashx?App=Announcement& FileID=481286
 
 
spore1
    08-Dec-2017 13:34  
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Don't scare ppl ! Be confident! CDG would definite stand tall and high! All the current bad news is a golden opportunity .. Dyodd

bishan22      ( Date: 08-Dec-2017 12:20) Posted:

Hahaha... Just sharing some shit news to warn folks here to be more caution especially for down trend stock.

halleluyah      ( Date: 08-Dec-2017 12:10) Posted:

Oops....bro bishan is lau jiao loh....i knew him donkey yrs ago...


 
 
bishan22
    08-Dec-2017 12:20  
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Hahaha... Just sharing some shit news to warn folks here to be more caution especially for down trend stock.

halleluyah      ( Date: 08-Dec-2017 12:10) Posted:

Oops....bro bishan is lau jiao loh....i knew him donkey yrs ago....

leongyan      ( Date: 08-Dec-2017 12:03) Posted:

U newbie trader I guess


 
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