Potential re-rating opportunity

2022-08-02

$COMFORTDELGRO CORPORATION LTD(C52.SI) A laggard in the reopening play. Good sentiment from increased tourism in Singapore that has lifted shares in hospitality & tourism related counters not fully reflected in this stock. Potential for re-rating with increased ridership in rail and taxis ( in Singapore) not fully baked in. Earnings expected on the 12th of Aug. Concerns on its UK and China business may have dampened expectation but it's much the upside from the reopening of its much bigger businesses in Singapore/ Australia should outweigh them. In Australia it has recently won a significant contract to operate buses in Darwin/ Palmerston. Most analysts are recommending 12 months target between $1.75 to $195. Of course as always please do you own research!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Patrick goh
2022-08-04
Patrick goh
Great ariticle, would you like to share it?
- Patrick gohReplyMungerism:
  Sharing
- Mungerism:
  Feel free to do so
Michelle Ong
2022-08-05
Michelle Ong
Like back thanks
powerbert
2022-08-02
powerbert
Good information, thank you.
jat
2022-08-02
jat
ya... this is a disappointing counter sianz
ThaiGirl
2022-08-02
ThaiGirl
Good observations
Residue
2022-08-05
Residue
👍🏻

Leave a comment

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