| Latest Forum Topics / ComfortDelGro Last:1.29 -- |
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COMFORT DELGRO - REBORN - 2020
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Ushnisambatha
Senior |
28-Oct-2020 15:47
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Hey Max,listen.CDG since years begone has a simple " growth" formula i.e. take 40-50% of net profit for dividend and then ex-CEO Kua will use the balance to buyout regional transport companies with ongoing profit.This way,they keep both investors happy as well as show profit growth.The current Chairman hailed this as breath-taking performance for the past 13 years.This formula ain' t gonna work this round...period. So I' m going to chop some wood now,join me? Maybe you can catch some wind to cool me down,eh?
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St.Maximus
Supreme |
28-Oct-2020 14:19
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Starship
Supreme |
28-Oct-2020 14:14
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i have a small holding for divvy.  ![]()
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St.Maximus
Supreme |
28-Oct-2020 14:05
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Starship, You mean Conman, or me?
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Starship
Supreme |
28-Oct-2020 14:00
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![]()
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Potato
Master |
28-Oct-2020 13:42
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1.3x soon.... time to buy a bit again~~ | ||||
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St.Maximus
Supreme |
28-Oct-2020 09:58
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Let me get a beer and get drunk. Then I will go sell this counter. Its future sure does not look bright. Thanx Conman for enlightening us.
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GreenTrap
Veteran |
28-Oct-2020 09:51
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mid-week blues | ||||
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Conman
Elite |
28-Oct-2020 06:07
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Because the bulk of this zom bee's business is un-growable : -- earning tax-payers' money from the government by way of
periodic contracts and can be replaced by other contractors if it doesnt perform to the mark. And the second largest part of its business earns mainly from the Merdeka Generation slogging long hours on the road everyday and Sundays and public holidays without rest -- Busiiness Gostan everyday because digitalisation of the world is now providing better alternatives to these oldies. Invest in a zombie for your grandchildren? Remember publishing and printing of phone books and yellow pages or even street directories? How are they doing now? Spend your money to get drunk is better.
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Conman
Elite |
27-Oct-2020 20:20
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They have criss-crossed relationship. Uber own some of DiDi (for leaving China) but I dont know the percentage. Uber holds 27.5% of Grab for leaving S.E.A. Softbank is the biggest share holder of both Uber and Grab.
Thus they dont kill one another in these same markets.
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St.Maximus
Supreme |
27-Oct-2020 19:05
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The most profound teaching is from Conman whose target price is 20 cents for CDG. The next higher teaching is from you, Ushnisambatha, calling for 50 cents. The mere teaching is from my humble self, that is, to wait and see.
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jervis43
Member |
27-Oct-2020 17:29
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What i know for sure is DiDi won' t enter South-east Asia market at least in the next few years. Their focus has been on LATAM and they have identified Grab as their strategic partner in SEA region. They have mutal agreement for not competing with each other in the countries where they have presence in. Maybe not many ppl know but DiDi has setup office in SIN since 2016. You can Google DiDi Mobility Singapore Pte Ltd. The office they set up in Singapore is mainly for global AP/AR transaction with other countries but not for operation.
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Conman
Elite |
27-Oct-2020 17:24
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This is still the beginning stage of a new digital era. When this new era is fully developed, no one is going to care about zombies.
Unless you believe that CDG can transform itself to meet with the new challenges like what Keppel Corp is doing, best is to exercise cautions.
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Ushnisambatha
Senior |
27-Oct-2020 16:07
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What' s the rational in your 1.6 and above within 3-4months? Just watching Grab going into digital banking with Singtel has convinced me of the different DNA to grow in this new age.CDG unfortunately is a decrepid company wriggling with oldies sticking to worn out modes of transport. Sad to say,but the young shall bury the old in the coming days.
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Jumbohippo
Member |
27-Oct-2020 15:30
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Comfort not looking good in short-term. I will pick up once his 1.3 series. 3-4 months will likely see this counter hit $1.6 and above. |
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Ushnisambatha
Senior |
27-Oct-2020 15:23
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Hey guys,let' s not go into this. There are teachings,higher teachings and profound teachings.Take your pick. All I want to add is watch the future action of Blackrock as Didi list and then Grab list aro $20B before 2023. Comfortdelgro will surely be dumped into oblivion....50 cts anyone?
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St.Maximus
Supreme |
27-Oct-2020 13:06
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Your sin has been redeemed, not by what you have done (calling yourself Conman), but by the precious blood of the Lamb.
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Conman
Elite |
27-Oct-2020 11:45
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No. I lived up to my name. I call myself Conman because I wanted to redeem my sin.
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a79991
Veteran |
27-Oct-2020 11:12
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1.4......sinking towards 1.35 | ||||
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St.Maximus
Supreme |
27-Oct-2020 07:13
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Yes. We will invest in our grandchildren's generation. Thanx for your heads-up, Conman. You have not lived up to your name! | ||||
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