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ComfortDelGro Last:1.28

-0.01

COMFORT DELGRO - MOVING FORWARD

There is a guy who repeatly said this stock will go to 20 cents is not longer seen in this forum.

Guzman ( Date: 18-Apr-2025 12:16) Posted:

Good questions by Bro Governor. If you read the annual report, the goodwill carried in the balance sheet has ballooned from $616m in end 2023, to $1.104B in end 2024, as a result of the acquisitions. This is against the backdrop of total assets of $5B+. Group borrowings has also increased from $350m in 2023 to $1.081B in end 2024. Comfort is also paying out 85% of its PATMI just to sustain a dividend yield of 4.9%.

Stay away from this counter. It will never get back to be a STI index stock. As we all know, if not STI index stock, institutional funds will slowly withdraw, leaving only retail players. It will never go back to the hey days of $2.50.

By End year 2025 she will be $2+

beng1102 ( Date: 23-Apr-2025 15:28) Posted:

Like to hit $1.6 soon.

beng1102 ( Date: 22-Apr-2025 11:50) Posted:

This company likely to emerge to become the biggest winner amid the global trade war

Like to hit $1.6 soon.

beng1102 ( Date: 22-Apr-2025 11:50) Posted:

This company likely to emerge to become the biggest winner amid the global trade war.

MrBear12 ( Date: 18-Apr-2025 14:14) Posted:

Don't speak too soon.

SGX is full of surprises.

Trade with surprise

This company likely to emerge to become the biggest winner amid the global trade war.

MrBear12 ( Date: 18-Apr-2025 14:14) Posted:

Don't speak too soon.

SGX is full of surprises.

Trade with surprises

Guzman ( Date: 18-Apr-2025 12:16) Posted:

Good questions by Bro Governor. If you read the annual report, the goodwill carried in the balance sheet has ballooned from $616m in end 2023, to $1.104B in end 2024, as a result of the acquisitions. This is against the backdrop of total assets of $5B+. Group borrowings has also increased from $350m in 2023 to $1.081B in end 2024. Comfort is also paying out 85% of its PATMI just to sustain a dividend yield of 4.9%.

Stay away from this counter. It will never get back to be a STI index stock. As we all know, if not STI index stock, institutional funds will slowly withdraw, leaving only retail players. It will never go back to the hey days of $2.50.

Don't speak too soon.

SGX is full of surprises.

Trade with surprises

Guzman ( Date: 18-Apr-2025 12:16) Posted:

Good questions by Bro Governor. If you read the annual report, the goodwill carried in the balance sheet has ballooned from $616m in end 2023, to $1.104B in end 2024, as a result of the acquisitions. This is against the backdrop of total assets of $5B+. Group borrowings has also increased from $350m in 2023 to $1.081B in end 2024. Comfort is also paying out 85% of its PATMI just to sustain a dividend yield of 4.9%.

Stay away from this counter. It will never get back to be a STI index stock. As we all know, if not STI index stock, institutional funds will slowly withdraw, leaving only retail players. It will never go back to the hey days of $2.50.

Wolf Money(ComfortDelGro Corporation AGM Q& A)

I have submitted some questions for the up coming AGM. Below are some screenshots of my questions and the management&rsquo s replies. I will be attending the shareholders&rsquo meeting on the 25th April@Suntec. I hope to meet the management and fellow shareholders. See you soon.

https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneycomfortdelgro-corporation-agm.html

ComfortDelGro explores AI bus control rollout in Singapore

The move comes on the heels of a successful pilot and full deployment of the system by its UK subsidiary, Metroline.

Singapore?s public bus services may soon see a leap forward in tech-driven efficiency, as transport operator ComfortDelGro announced plans to explore the rollout of AI-powered fleet control software in its Singapore operations.

The move comes on the heels of a successful pilot and full deployment of the system by its UK subsidiary, Metroline.

The software, FlowOS Live, developed by UK-based Prospective.io, uses artificial intelligence to enhance bus service reliability, optimise driver instructions, and significantly reduce passenger waiting times.

During trials in London, the system cut excess waiting time and is projected to save passengers up to 2,000 hours daily across 700,000 journeys.

The software also automates much of the administrative workload in control rooms, freeing up teams to focus on real-time service adjustments. Metroline has now signed a license to deploy FlowOS Live across its entire London network of over 1,000 buses.

ComfortDelGro, one of Singapore?s largest transport operators, now sees an opportunity to bring these AI capabilities home, with plans to assess integration across its local fleet.

If implemented, FlowOS Live could support SMRT-competitive efficiency, streamline operations, and provide better commuter experiences in Singapore?s complex and high-frequency bus network.

This would mark one of the first large-scale AI deployments in public transport operations here.

Good analysis.

CDG should sucessfully break out higher than 1.52 soon.

governor ( Date: 11-Apr-2025 19:03) Posted:

Wolf Money(Comfortdelgro Corporation)

https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneycomfortdelgro-corporation.html

Wolf Money(Comfortdelgro Corporation)

https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneycomfortdelgro-corporation.html

most resilient blue chip

Recession means more people will take public transport, COE will be cheaper, petrol price cheaper, electricity price cheaper.

CDG shouldnt be experiencing such sell down.

Crude oil price dropped 20% over past 12 months.

About time to privatise

They are late in the catch up game

They too underestimated grab n rest.

End of career for taxi / PHV drivers in sight

https://autonews.gasgoo.com/m/70036290.html

Projected dividend yield of 5.5% on steady public transport markers. Not too bad when interest rates start going down this year.

Maybank upgrade tis to buy

steady lah

Australia taxi fraud cases driven by cabbies, not the company: ComfortDelGro

Systems that could be abused for fradulent charges in around 9,000 cabs have since been changed

TAXI fraud cases in Australia reported earlier this month were the work of cab drivers and not its subsidiary taxi company A2B, said ComfortDelGro Group chief executive officer Cheng Siak Kian on Thursday (Feb 27).

Cheng, who was speaking to the media at a financial results briefing for ComfortDelGro : C52 +1.44%(CDG), said that the fraud was &ldquo pre-existing&rdquo in the Australian taxi industry.

&ldquo What we&rsquo re talking about is driver fraud. It&rsquo s not A2B or 13Cabs as a company,&rdquo he said.

A2B, one of the largest land transport operators in Australia, was acquired by CDG in April 2024. A2B&rsquo s subsidiaries include the taxi operator 13Cabs and taxi payment system provider Cabcharge Payments.

13Cabs is Australia&rsquo s largest taxi operator.

Australian TV programme 60 Minutes, as well as the The Age and The Sydney Morning Herald newspapers reported earlier in February on widespread fraud that has been carried out for years.

The scams were perpetrated by manipulating vulnerabilities in the terminal and payment systems that A2B provides, as well as Cabcharge products that are used by government agencies, companies, hospitals, and other health and disability services.

Cheng said that one type of abuse involved unlinked taxi meters and point-of-sale (POS) systems, which allowed drivers to input their own fraudulent charges on top of the metered fare.

This is unlike Singapore, where the meter and POS are regulated and required to be linked, and the fares cannot be keyed in manually.

Since May 2024, the unlinked systems in all 13Cabs taxis &ndash around 9,000 of them &ndash have since been replaced, he said.

&ldquo While the same payment system is also used by other taxi companies&hellip we cannot force them to be (linked) to the meter, because that is anti-competitive,&rdquo he added.

Major clients have been consulted and were &ldquo quite happy&rdquo with steps taken to reduce potential fraud.

A2B stated in February that it had included two-factor authentication on Cabcharge cards, introduced direct meter integration for accurate fare recording, and required all payments to go through the taxi meter.

CDG chairman Mark Greaves said, &ldquo We acquired (A2B) in April, and starting from May&hellip we were able to really drive down this particular kind of malpractice&hellip It&rsquo s our way of doing things. We have absolutely zero tolerance for any kind of dirty doing.&rdquo

Responding to BT queries earlier in February, an A2B spokesperson said it &ldquo categorically rejects the false and misleading claims made by 60 Minutes, The Age and The Sydney Morning Herald that the company benefits from fraud.&rdquo

The media platforms that reported on the matter are owned by Nine Entertainment. The Australia-based media company declined The Business Times&rsquo request for comment.

Decent results stingy on the dividends since SBS paid out so much

COMFORTDELGRO DELIVERS STRONG FY2024 RESULTS WITH 15.4% REVENUE GROWTH AND 16.6% PATMI INCREASE

 Revenue grew to S$4.48 billion, marking a 15.4% year-on-year increase PATMI grew to S$210.5 million, a 16.6% year-on-year increase
 The acquisitions made in FY2024 have had a positive impact, increasing overseas revenue contribution to 49.1% and overseas operating profit contribution to 34.9%
 The Group continued to expand its public transport business into new regions and markets, while also building scale and differentiation in its point-to-point mobility offering
 Proposed final dividend of 4.25 cents per share, bringing a total dividend for FY2024 to 7.77 cents per share, representing a payout ratio of 80%

https://links.sgx.com/1.0.0/corporate-announcements/4732XMNHMVQMVGM3/834712_CDG%20-%20Press%20Release.PDF

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COMFORT DELGRO - MOVING FORWARD

Wolf Money(Comfortdelgro Corporation)

Wolf Money(Comfortdelgro Corporation)