[New post] Citi: ComfortDelGro

alanyeo posted: " We find Comfort Delgro's (CD) risks / reward attractive on a 6-12 month horizon. Our view anchors on (i) improving SG mobility that should reflate rail farebox and taxi demand, (ii) arguably zero-cost call options on potential changes in Downtown Line's " Respond to this post by replying above this line New post on Alpha Edge Investing Citi: ComfortDelGro by alanyeo We find Comfort Delgro's (CD) risks / reward attractive on a 6-12 month horizon. Our view anchors on (i) improving SG mobility that should reflate rail farebox and taxi demand, (ii) arguably zero-cost call options on potential changes in Downtown Line's contract structure and value crystallization of Australian assets, (iii) attractive 15x 2022E PER compared […] Read more of this post alanyeo | July 1, 2021 at 11:30 am | Tags: comfort delgro | Categories: Equities - Research Reports by Brokers/ Banks | URL: https://wp.me/p7fA1-1iM Comment    See all comments    Like Unsubscribe to no longer receive posts from Alpha Edge Investing. Change your email settings at Manage Subscriptions. Trouble clicking? Copy and paste this URL into your browser: http://alphaedgeinvesting.com/2021/07/01/citi-comfortdelgro/ Thanks for flying with WordPress.com