yongts
2021-09-16

$COMFORTDELGRO CORPORATION LTD(C52.SI)$temasek coming to prop up the share. Reason 1) due to being a essential business( public transport) 2) Indirectly owned thru singtel. 3)it got potential of making big money.but have to change all their infrastructure when ev is the norm. Eg. Their fleet need to change to ev., invest in Power charging pt.,even their workshop hv to change, viacom ( no more). For those who own viacom better get rid off. Need to change business model ,this cost money.

Imagine: temasek buy more share & push up the price. Helping Singapore mkt to go up and at the same time making money in long run. Also if price go up ,the company can borrow cheaper to invest in infrastructure. All win win situation. Remember all public transport is cash cow. Even loss money ,government will step in to help and give money to make it profitable. Remember government buy buses for bus companies to run.!!!!!. 

Now is the right time to accumulate. Temasek is killing 2 birds with one stone. Or 3 birds!

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Comments

  • 哈里吨冲击
    2021-09-16
    哈里吨冲击
    是公共事业板块吗？淡马锡有点不一样的是，它是新加坡财政部负责监管，但是以私人名义注册的公司，淡马锡可以说是主宰了新加坡的经济命脉。
    • yongts: 
      it does not matter who is the ownership or what restrictions they work under. they announced that they will dump money to help Singapore stock market.problem is which stock they going to buy?
  • 霎风雨
    2021-09-16
    霎风雨
    淡马锡是投资机构吗？跟着走有肉吃没？别是冥灯
    • yongts: 
      temasek is one of Singapore sovereign fund. holding about $300 billions AUM.their CEO is wife of singapore prime minister. they want to push up Singapore market.Naturally they will buy related company
  • 维克多1
    2021-09-16
    维克多1
    这家企业具体从事哪个方面的业务？我咋不了解呢
    • yongts: 
      this temasek is Singapore sovereign fund. AUM $300 billions. they announced they want to push up Singapore market.naturally they will invest in their own company & show to help Singapore.
  • 山头的小猪
    2021-09-16
    山头的小猪
    能具体说说，一石二鸟或三鸟具体的内容吗？不是很懂
    • yongts: 
      1)temasek while helping t Singapore stock market 2 move up.2)the same time helping their own related company 3)if company is dealing with essential business, it help singaporeans4)co. can borrow cheap
    • yongtsReplyyongts: 
      this 4 birds
  • 咪咕蜡
    2021-09-16
    咪咕蜡
    基础设施确实赚钱，体量太庞大，还有官方支持
    • yongts: 
      infrastructure I mean company infrastructure. tangible as well ad intangible.example their workshop. power charging point 4 ev. etc.......
  • 王无所不知
    2021-09-16
    王无所不知
    你这么看好，那我也去加自选了解一下看看
    • yongtsReplyyongts: 
      note: they just announced yesterday.  so still got time to position.select right stocks. they have not make their move yet.they announced they want to help Singapore stock market.
    • yongts: 
      Bloomberg just released the news. for a temasek & gic to make a move ,it take a bit of time. beside due to the current pandemic it might dampen the sentiment now. wait for temasek to make its move.
    • yongts: 
      This is my personal opinion. they own many Singapore listed company.you can look into others but I find comfortdelgro & singpost which is essential business & stand a good chance they will push it up.
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