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COMFORT DELGRO - MOVING FORWARD

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Conman
    13-Nov-2020 17:33  
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Zom Bee gave an awesome report with $21.7m profits, which was exactly half of the $42m relief fund given by the government gave.

People who were not impressed (because all the profits seem to have come from the relief funds) shorted or sold in the morning.

Dont play with robots. Human just cannot beat AI because of their greed and fear, neither of which robot has. Afternoon greed was at play. Robot pushed step by step by buying its own shares and made the fomo uncles buy higher and higher and made the naked shortists cover at the day's high at closing.

Dont play with robots. From my obsevation, robots in this this and other counters qont give you a peaceful weekend. I am vested in OCBC and Keppel and never need to check the prices everyday.
 
 
danger
    13-Nov-2020 17:23  
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You need to be fine ! Else no one can give  better analysis and price target than conman already

 

Conman      ( Date: 13-Nov-2020 17:09) Posted:

Sorry I was in hospital for a minor surgery. Just reached home. But dont worry I am fine.

Please be patient. I will give my analysis soon after a beer. 😏

danger      ( Date: 13-Nov-2020 16:11) Posted:

where is conman and his good old bedtime dinosaur stories ?

And his 20 cents short ?


 
 
Starship
    13-Nov-2020 17:14  
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danger      ( Date: 13-Nov-2020 16:11) Posted:

where is conman and his good old bedtime dinosaur stories ?

And his 20 cents short ?

 

 
Conman
    13-Nov-2020 17:09  
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Sorry I was in hospital for a minor surgery. Just reached home. But dont worry I am fine.

Please be patient. I will give my analysis soon after a beer. 😏

danger      ( Date: 13-Nov-2020 16:11) Posted:

where is conman and his good old bedtime dinosaur stories ?

And his 20 cents short ?

 
 
pasttime
    13-Nov-2020 17:08  
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price up with volume. looks good.
 
 
 
danger
    13-Nov-2020 16:48  
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LAI LIAO 
 

 
danger
    13-Nov-2020 16:42  
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danger           ( Date: 13-Nov-2020 13:31) Posted:
 
Attractive ride at -2SD historical mean.    Trading at 1.2x PB (-2SD of historical mean) as ROE jumps to ~9% (FY21F), ComfortDelgro& rsquo s (CD) current price seems unjustified. Investors should look beyond FY20F. Reiterate BUY.

Consolidation of P2P industry.    We are looking at smaller private rental car fleet providers exiting the market, bringing a balance to the point-to-point (P2P) supply-demand dynamics.


Phase 3 re-opening could be another trigger.  Tracking mobility data, people are now moving about more. With sustained low infection rates, a Phase 3 re-opening could be a near term catalyst.


Our TP is raised to S$ 1.96  as we revise our valuation peg to 1.6x FY21F P/BV, which is -1 S.D. of its historical average, on expectations of ROE jumping to c.9% in FY21F, after a dismal FY20F. The counter is trading below 1.2x P/BV, or -2 S.D. of its average


danger      ( Date: 13-Nov-2020 16:11) Posted:

where is conman and his good old bedtime dinosaur stories ?

And his 20 cents short ?

 
 
danger
    13-Nov-2020 16:11  
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where is conman and his good old bedtime dinosaur stories ?

And his 20 cents short ?
 
 
danger
    13-Nov-2020 15:58  
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LOAD !!

danger      ( Date: 13-Nov-2020 14:07) Posted:

enlightened

danger      ( Date: 13-Nov-2020 13:31) Posted:

Attractive ride at -2SD historical mean.  Trading at 1.2x PB (-2SD of historical mean) as ROE jumps to ~9% (FY21F), ComfortDelgro&rsquo s (CD) current price seems unjustified. Investors should look beyond FY20F. Reiterate BUY.

Consolidation of P2P industry.  We are looking at smaller private rental car fleet providers exiting the market, bringing a balance to the point-to-point (P2P) supply-demand dynamics.


Phase 3 re-opening could be another trigger.  Tracking mobility data, people are now moving about more. With sustained low infection rates, a Phase 3 re-opening could be a near term catalyst.


Our TP is raised to S$ 1.96 as we revise our valuation peg to 1.6x FY21F P/BV, which is -1 S.D. of its historical average, on expectations of ROE jumping to c.9% in FY21F, after a dismal FY20F. The counter is trading below 1.2x P/BV, or -2 S.D. of its average


 
 
Starship
    13-Nov-2020 15:44  
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TA_Expert      ( Date: 13-Nov-2020 15:41) Posted:

As expected, suddenly, analysts turned bullish given all the blue chips have started rallying.

They will start to target laggers.

 

 
TA_Expert
    13-Nov-2020 15:41  
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As expected, suddenly, analysts turned bullish given all the blue chips have started rallying.

They will start to target laggers.
 
 
danger
    13-Nov-2020 15:24  
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where is conman , fallingman , shaolin sifu or maximimus to short to 20cents ??

where where where ?
 
 
danger
    13-Nov-2020 15:15  
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yes

Starship      ( Date: 13-Nov-2020 15:08) Posted:



danger      ( Date: 13-Nov-2020 14:44) Posted:

Brokers ' take: Analysts like ComfortDelGro, cite ' green shoots ' in Singapore

 

TRANSPORT behemoth ComfortDelGro (CDG) is a " buy" , given that it is seeing recovery in Singapore and other key markets as the Covid-19 situation remains under control, market observers say.

Both RHB and CGS-CIMB have a target price of S$1.70, representing a 13.3 per cent upside from the counter' s Nov 13 close of S$1.50, while Maybank Kim Eng is slightly more optimistic with a 12-month price target of S$1.76.


 
 
Starship
    13-Nov-2020 15:08  
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danger      ( Date: 13-Nov-2020 14:44) Posted:

Brokers ' take: Analysts like ComfortDelGro, cite ' green shoots ' in Singapore

 

TRANSPORT behemoth ComfortDelGro (CDG) is a " buy" , given that it is seeing recovery in Singapore and other key markets as the Covid-19 situation remains under control, market observers say.

Both RHB and CGS-CIMB have a target price of S$1.70, representing a 13.3 per cent upside from the counter' s Nov 13 close of S$1.50, while Maybank Kim Eng is slightly more optimistic with a 12-month price target of S$1.76.

 
 
danger
    13-Nov-2020 14:59  
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yes

danger      ( Date: 13-Nov-2020 14:44) Posted:

Brokers ' take: Analysts like ComfortDelGro, cite ' green shoots ' in Singapore

 

TRANSPORT behemoth ComfortDelGro (CDG) is a " buy" , given that it is seeing recovery in Singapore and other key markets as the Covid-19 situation remains under control, market observers say.

Both RHB and CGS-CIMB have a target price of S$1.70, representing a 13.3 per cent upside from the counter' s Nov 13 close of S$1.50, while Maybank Kim Eng is slightly more optimistic with a 12-month price target of S$1.76.

 

 
danger
    13-Nov-2020 14:44  
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Brokers ' take: Analysts like ComfortDelGro, cite ' green shoots ' in Singapore

 

TRANSPORT behemoth ComfortDelGro (CDG) is a " buy" , given that it is seeing recovery in Singapore and other key markets as the Covid-19 situation remains under control, market observers say.

Both RHB and CGS-CIMB have a target price of S$1.70, representing a 13.3 per cent upside from the counter' s Nov 13 close of S$1.50, while Maybank Kim Eng is slightly more optimistic with a 12-month price target of S$1.76.
 
 
danger
    13-Nov-2020 14:18  
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i don' t follow also ... you can see the medtecs thread changed title how many times already.. many KPKB why thread always get locked when last time when i went see

you can ask them .. that is not my stock

i am glad you miss the boat on CDG !!!

zandlery      ( Date: 13-Nov-2020 14:13) Posted:

Really medtecs got lock? Never follow. How u know? 😏 You in there with another acc right...... 😂

danger      ( Date: 13-Nov-2020 14:05) Posted:

you don' t be a clown !!! 

last time i wasn' t in medtecs before thread but the threads got locked many times 
and may other threads i heard also

you must be the cause


 
 
zandlery
    13-Nov-2020 14:13  
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Really medtecs got lock? Never follow. How u know? 😏 You in there with another acc right...... 😂

danger      ( Date: 13-Nov-2020 14:05) Posted:

you don' t be a clown !!! 

last time i wasn' t in medtecs before thread but the threads got locked many times 
and may other threads i heard also

you must be the cause !

zandlery      ( Date: 13-Nov-2020 14:00) Posted:

Not really overload but maybe just some algorithm to prevent shit from happening.....
Anyway always see thread get locked when u around.... 😂 Wonder why.... 😂


 
 
danger
    13-Nov-2020 14:07  
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enlightened

danger      ( Date: 13-Nov-2020 13:31) Posted:

Attractive ride at -2SD historical mean.  Trading at 1.2x PB (-2SD of historical mean) as ROE jumps to ~9% (FY21F), ComfortDelgro&rsquo s (CD) current price seems unjustified. Investors should look beyond FY20F. Reiterate BUY.

Consolidation of P2P industry.  We are looking at smaller private rental car fleet providers exiting the market, bringing a balance to the point-to-point (P2P) supply-demand dynamics.


Phase 3 re-opening could be another trigger.  Tracking mobility data, people are now moving about more. With sustained low infection rates, a Phase 3 re-opening could be a near term catalyst.


Our TP is raised to S$ 1.96 as we revise our valuation peg to 1.6x FY21F P/BV, which is -1 S.D. of its historical average, on expectations of ROE jumping to c.9% in FY21F, after a dismal FY20F. The counter is trading below 1.2x P/BV, or -2 S.D. of its average

 
 
danger
    13-Nov-2020 14:06  
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TIME TO BOARD THE BOAT !!!
 
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