2020
January 2021 S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Categories
- YZ – AIRLINES (4)
- SIA (4)
- YZ-BANKS (32)
- YZ-COMMODITIES (2)
- First Resources (1)
- Wilmar (1)
- YZ-Consumer (15)
- Hyflux (5)
- Jardine C&C (6)
- OSIM (5)
- YZ-ENGINEERING (2)
- YZ-E_commerce (12)
- YZ-HOTELS (6)
- IPC (5)
- Stamford Land (1)
- YZ-LAND TRANSPORT (13)
- Comfort Delgro (12)
- SBS Transit (5)
- SMRT (5)
- YZ-MANUFACTURING (7)
- Midas (2)
- Venture Corporation (4)
- YZ-MEDIA & PRINTING (7)
- SPH (7)
- YZ-Offshore & Marine (19)
- Keppel Corp (8)
- SembCorp Marine (7)
- Swiber (10)
- YZ-PROPERTIES (11)
- Capitaland (4)
- CapitalandMall Trust (CMT) (1)
- Keppel Land (2)
- OUE (3)
- YZ-REIT (4)
- YZ-RETAIL (5)
- OSIM (5)
- YZ-SHIPPING (7)
- COSCO (4)
- Yangzijiang (5)
- Z-FINANCIAL EDUCATION (122)
- Z-Personal Finance (105)
- Z-INVESTMENTS (118)
- Z-STOCK INDICES (40)
- YZ – AIRLINES (4)
Category Archives: YZ-LAND TRANSPORT
Taking stocks of Year 2020
Year 2020 has been a year of frightful year. Following the fruitful ending for year 2019, most of us were hopeful that the prosperity would follow through into year 2020. Just the opposite. It was nightmarish not long after the … Continue reading
Posted in Capitaland, Comfort Delgro, DBS, First Resources, Keppel Corp, Keppel Land, OCBC, OUE, SBS Transit, SembCorp Marine, UOB, Venture Corporation, Wilmar, Yangzijiang, YZ-E_commerce
Tagged Banks, oil & gas, Plantations, REITs, technology, transport
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Comfort-Delgro and Uber tie-up
Just like any investors out there, when I first heard of the tie-up between Uber and Comfort-Delgro (CDG), my first question was – “Is it really a good deal for CDG?” Valued at $642m, CDG is to pay $295m in … Continue reading
Posted in Comfort Delgro, YZ-LAND TRANSPORT
Tagged Land Transport, rental cars, taxis
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SPH & Comfort Delgro
Since the heavy selling in the beginning of the last week following by a strong rebound towards the end of the week, SPH seemed to have stabilized and moved up a little in the last 5 trading days. It appeared … Continue reading
Posted in Comfort Delgro, SPH, Z-FINANCIAL EDUCATION, Z-INVESTMENTS, Z-Personal Finance
Tagged recession, technology
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Comfort Delgro
Of late, Comfort-Delgro (CDG), together with some stocks like SPH and Noble, were in the limelight. Obviously, a sea of pessimism has been haunting the stock in the last few weeks. Today, its share price is $2.28. It had broken … Continue reading
Technology destroyed some traditional businesses (2): Comfort Delgro
Until a few years ago, Comfort Delgro has been in a very comfortable position. The business model that has been used in Singapore was able to be duplicated and adapted locally in other important cities in Australia, the United Kingdom … Continue reading
Posted in Comfort Delgro, YZ-LAND TRANSPORT
Tagged buses, Grab, Land Transport, taxis, Uber
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LTA to buy SMRT assets. How about Comfort-Delgro?
So finally, the news is out. LTA will be buying the assets of SMRT for a total sum of about $1b. With a debt position of more than $821m, I would believe that most of this money will go to … Continue reading
Posted in Comfort Delgro, SBS Transit, SMRT, YZ-LAND TRANSPORT
Tagged Comfort Delgro, Land Transport, LTA. SBS Transit, SMRT
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Comfort-Delgro – The impact of BREXIT
UK/Ireland is the second largest revenue generating market after Singapore for Comfort Delgro (CD). As of Q1 2016, CD derived about 23% and 11.4% of its total revenue and operating profit respectively from this market. This translates to an amount … Continue reading
Posted in Comfort Delgro, Z-FINANCIAL EDUCATION, Z-INVESTMENTS, Z-Personal Finance
Tagged Brexit, Exchange Rate, Sterling pound
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Feeling uncomfortable about Comfort-Delgro
I remember I had informed students in the Facebook closed group in mid-2015 that Comfort-Delgro (CD) has probably plateau after pricing all the good news. Recently, I repeated once more on 13 April 2015 when the share price hit $2.91. … Continue reading
SMRT & Comfort Delgro : The Bulim Bus package
The Singapore Land Transport Authority (LTA) had just announced the bidders for the 1st bus transport package. SMRT appeared to be particularly aggressive bidding at an extremely low contract price of $93.7m distantly far below the next lowest bid, Comfort Delgro (CDG)’s … Continue reading
Posted in Comfort Delgro, SBS Transit, SMRT, YZ-LAND TRANSPORT
Tagged Comfort Delgro, Land Trsnport, SMRT
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