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ComfortDelGro has not officially announced its Q2/1H 2026 results date on its investor calendar yet.
However, market data providers are currently indicating an expected earnings release
around 13 ~19 August 2026, with 13 August 2026 appearing on some financial calendar
price will be stagnant unless some catalyst events happen
JurongW ( Date: 01-Jun-2026 15:14) Posted:
Now a fight between the Bull and Bears for CDG
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Now a fight between the Bull and Bears for CDG
drop towards 50 cents is a real possibility too?
Guzman ( Date: 30-May-2026 20:46) Posted:
The STI is breaking out. Banking shares are breaking all time highs. Even with 80% PATMI paid out as dividends, can cover for the share price drop.
Comfortdelgro and its management are pathetic. Results for coming quarters will be worst. Going below $1 is a real possibility. Bail out now, |
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The STI is breaking out. Banking shares are breaking all time highs. Even with 80% PATMI paid out as dividends, can cover for the share price drop.
Comfortdelgro and its management are pathetic. Results for coming quarters will be worst. Going below $1 is a real possibility. Bail out now,
They don' t believe in TA 
tangsookiam1947 ( Date: 27-May-2026 19:26) Posted:
why is insider buying?
ComfortDelGro' s largest shareholder tops up stake with open market buying at average of $1.29
JurongW ( Date: 27-May-2026 13:53) Posted:
Being a monthly chart, price progression could take years if results fail to improve.
Suitable for short‑ term trades (long or short), but not compelling for long term hold purely for a 5 to 6% dividend yield.
Over the long run, the dividends collected may not offset the cost of investment, leaving limited upside for patient holders.
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why is insider buying?
ComfortDelGro' s largest shareholder tops up stake with open market buying at average of $1.29JurongW ( Date: 27-May-2026 13:53) Posted:
Being a monthly chart, price progression could take years if results fail to improve.
Suitable for short‑ term trades (long or short), but not compelling for long term hold purely for a 5 to 6% dividend yield.
Over the long run, the dividends collected may not offset the cost of investment, leaving limited upside for patient holders.
tangsookiam1947 ( Date: 27-May-2026 13:03) Posted:
| then better short this stock to the max? |
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Being a monthly chart, price progression could take years if results fail to improve.
Suitable for short‑ term trades (long or short), but not compelling for long term hold purely for a 5 to 6% dividend yield.
Over the long run, the dividends collected may not offset the cost of investment, leaving limited upside for patient holders.
tangsookiam1947 ( Date: 27-May-2026 13:03) Posted:
then better short this stock to the max??
JurongW ( Date: 27-May-2026 02:12) Posted:
If you understand this chart, CDG has the potential to reach $0.65 over the long term !!!
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then better short this stock to the max??
JurongW ( Date: 27-May-2026 02:12) Posted:
If you understand this chart, CDG has the potential to reach $0.65 over the long term !!!
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If you understand this chart, CDG has the potential to reach $0.65 over the long term !!!
Institution investors were still selling CDG last week.
buy at under 1.10
- Overseas revenue contributed 55.3% of total group revenue in FY2025, up from 49.1% in FY2024.
- Overseas operating profit contribution rose to 44.7%, versus 34.9% previously.
They spent so much on acquisitions overseas. Where are the synergies?
ComfortDelGro is still in a manageable balance-sheet position overall. It is not in a dangerous net debt situation yet, but it is no longer sitting on a huge net cash pile like before its overseas expansion phase.
Recent figures show:
- Cash & equivalents around S$873m
- Total debt around S$1.69b
- Net gearing around 19.7% in FY2025, up from 6.7% previously due to acquisitions and expansion spending.
So technically:
- Gross debt > cash
- Therefore it is in a net debt position now, not net cash.
- But leverage is still considered moderate for a transport/infrastructure group.
The key question is whether dividends are sustainable.
Current situation:
- FY2025 payout ratio: 80%
- Total dividend: 8.5 cents
- PATMI: S$230.3m
- Yield around 5.5% ~ 6% depending on share price.
An 80% payout ratio is high, but not extreme for a mature transport company with stable cash flow. Many income stocks operate around 70 ~ 85%.
Why it still looks sustainable for now:
- Earnings are still growing
- FY2025 PATMI rose 9.4%
- Revenue exceeded S$5b for the first time.
- Cash-generating businesses
- Public transport, taxis, buses and rail are recurring-cashflow businesses.
- Overseas operations now contribute more than half of revenue.
- Debt still manageable
- Net gearing below 20% is not alarming.
- Management said their internal comfort benchmark is around 30%
CGD used to be net cash, and now it has become net debt...current dividend payout is not sustainable at the current rate!
Look at boustead. Super net cash at $0.65 to $0.70, and yet so conservative with their dividends. If boustead follows CDG, it would be like paying out 10 to 15 cents easily per annum (excluding one off gain...)spore1 ( Date: 24-May-2026 15:21) Posted:
Public Transport business is like that. Don't expect a higher ROE or Profit Margin. Their business is stable and resilient.
tangsookiam1947 ( Date: 23-May-2026 23:33) Posted:
| just a low ROE business....dying trades... |
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Who is ah gong in this case?
Speediman ( Date: 23-May-2026 11:32) Posted:
| sell some more....ah Gong from overseas happily buy more.
I wouldn't be surprised they want to buy alot more to be a controlling shareholder |
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Public Transport business is like that. Don't expect a higher ROE or Profit Margin. Their business is stable and resilient.
tangsookiam1947 ( Date: 23-May-2026 23:33) Posted:
just a low ROE business....dying trades...
spore1 ( Date: 23-May-2026 14:34) Posted:
| Just quietly grab some and keep. Pls dyodd |
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Management is under the gun to deliver a good performance for the mid-year results in August.
