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COMFORT DELGRO - MOVING FORWARD
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investshare
Supreme |
22-Feb-2026 22:23
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If Singapore can give license to Grab, Gojek, I see no reason not to give license to Tesla. | ||||
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investshare
Supreme |
22-Feb-2026 22:18
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Tesla model is to be the operator itself. No need CDG as middle man.
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Spike18
Member |
22-Feb-2026 21:24
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Yes. Old economy stock. Better opportunities elsewhere.
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Alignment
Elite |
22-Feb-2026 20:38
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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.
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TA_Expert
Supreme |
21-Feb-2026 21:35
Yells: "The World has changed" |
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Another gone case stock when STI has already passed 5,000 points. | ||||
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investshare
Supreme |
21-Feb-2026 14:49
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Wonder if CDG autonomous taxi will be a futile effort.
Tesla model is to run robotaxi directly, no need taxi company as middle man. |
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Joelton
Supreme |
21-Feb-2026 11:25
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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.
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n3wbie
Elite |
21-Feb-2026 09:00
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CDG is quite a laggard relative to the re-rating that has been observed across STI30 and the SMIDs, time for a catch-up? | ||||
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Winnertakeall
Elite |
21-Feb-2026 07:39
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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 |
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chartistkaohz
Elite |
21-Feb-2026 05:17
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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 |
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Winnertakeall
Elite |
20-Feb-2026 15:46
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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. | ||||
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seanpent
Supreme |
20-Feb-2026 08:55
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Will we be seeing the strongest breakout ever? | ||||
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Winnertakeall
Elite |
20-Feb-2026 08:48
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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 |
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Delvyss
Elite |
19-Feb-2026 14:20
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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.
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spore1
Supreme |
19-Feb-2026 13:06
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Price will likely rise when Net profit and total revenue and cash flow increases!
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Winnertakeall
Elite |
19-Feb-2026 12:42
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Key Insights
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Winnertakeall
Elite |
19-Feb-2026 10:59
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📊 Current Analyst Consensus
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Delvyss
Elite |
19-Feb-2026 10:29
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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 |
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Winnertakeall
Elite |
19-Feb-2026 08:13
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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. |
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JurongW
Elite |
18-Feb-2026 20:41
Yells: "Earnings give weight, Chart give wings" |
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That' s a good one. 不 幸 的 是 司 机 大 幸 的 是 空 车 (无 乘 客 ）
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