bgting avatar
Rank sm
Posted by: bgting Verified user 1.55 K

$ComfortDelGro(C52) $BYD COMPANY(1211)

HDT Singapore Taxi to double its taxi fleet this year

BYD launches biggest E-taxi fleet in South East Asia

BYD electric taxi fleet to start engines in Singapore

After Hong Kong failure, China’s BYD joins Singapore to launch electric taxi fleet

Read more
9 people like this.
chankinsung :

BYD, a company that attracts Investor like Warren Buffett

lijiw :

basic salary and CPF.. why not.. haha

marcdelrey :

Wtf siao or genius? I didn't know about this taxi entry lol

Connoisseur_1976 :

I feel Investors who are investing in CDG now are not thinking of contribution from their taxi segment.

goh6570 :

Guess CDG will be indirectly affected with new taxi operator come on board

tweetyinvest :

Good luck to them.. now they left train business that is left undisrupted

onlybuyneversell :

Gg. Seemed like a bad time to enter cdg. Competitors everywhere. :(

Recommended & Related Posts

yjlim avatar
Rank sm
Posted by: yjlim 21 K

Just my thoughts. No offence to anyone.

I have recently sold nearly half of my portfolio due to some trends that i have been seeing and hearing. I realized that there are more and more people are suddenly buying stocks and profiting from pennies. On top of that the recent chart for most of the stocks don't look good. I have a feeling a correction might be soon but no one can tell for sure. After all last year there was a crash already so i may be wrong.

So why do i only sold half and not all since i believe there will be a crash? Well cause only those half were in the green. While the other half were in the red. I do not really care about paper gain/loss. However i know one thing for sure is that once you sell a counter at paper loss, you loss. Some are in the green but i keep them as i believe they will CXG soon in the next few days.

I know blue chip can be keep for dividend but i believed that some blue chip can also go down and never recover. One example would be $Creative(C76). Thus the only stock remaining in my portfolio are $ComfortDelGro(C52) $CapitaMall Trust(C38U) $UOB(U11) $StarHub(CC3) $ThaiBev(Y92) $MM2 Asia(1B0).

What are your thought? Is the bull gonna chiong or is the bear coming back.

Read more
rubberducky avatar
Rank sm
Posted by: rubberducky 28.9 K

23 March Update - Entry $Chip Eng Seng(C29) at 0.74 to 11% portfolio. been to the Grandeur park launch, and like what im seeing from the management. Altho' they could have serve more food & drinks then.

$ComfortDelGro(C52) is in consolidating mode, if it dipped below 2.45, will increase %portfolio. As for $SingPost(S08), unlikely will add more %portfolio unless the current support level is breached.

$QAF(Q01) $SATS(S58) $SPHREIT(SK6U) $Frasers L&I Tr(BUOU) intrigued me, but still around 5-10% from entry price.

changed entry to $SingTel(Z74) to low 3.8x. so much uncertainties in telcos at the moment.

Cash 72% / 28% Nest

Estimated % In my nest-
$ComfortDelGro(C52) 25%
$SingPost(S08) 25%
$Raffles Medical(BSL) 25%
$Chip Eng Seng(C29) 10%
$SingTel(Z74) 8.5%
$Frasers Cpt Tr(J69U) 6.5%

Read more
MasterLeong avatar
Rank sm
Posted by: MasterLeong 4.05 K

Already holding 15,000 CDG $ComfortDelGro(C52)
Which is around 12% of my portfolio
I thinking of adding 5,000 more at 2.5 or 2.4 level
20,000 cdg will be around 16% top position, is this too much?
Reasons i like cdg
- 10 year track record of increasing earnings and dividends
- pe 16 is reasonable and low compared to other growth stocks like sats/thaibev/sgx blue chips that trade at 20-25 times earnings
- dividend yield 4%+
- ROE above 12%
- net cash biz
Potential risk
- uber/grab threat to taxi biz which is 30% of cdg earnings
- currency risk to UK and Aussie bus/cab biz

What are your views?

Read more

There are more for you ...

View more and participate in our discussion now. It's FREE.

Creating an account means you’re okay with InvestingNote's Terms and Conditions