Invest, Trade and Save in Singapore, Syfe

Syfe

Invest, Trade and Save in Singapore

Syfe is an investment platform offering Managed Portfolios, Brokerage services, and Cash Management solutions to help people build wealth for a better future.

Thematic (Sector/Industry)

<ul><li>Singapore's equity market is positioned to continue its resilient performance, with benchmark indices trending positively and dividend yields holding firm above historical averages.</li><li>The market's fundamental strength remains a key pillar of support; corporate balance sheets are robust, and free cash flow generation has been strong since the post-pandemic reopening.</li><li>This financial health enabled companies to increase dividend payouts in late 2024 at a faster rate than earnings growth, signaling a strong commitment to shareholder returns even as earnings momentum begins to moderate.</li></ul>

Singapore's equity market is positioned to continue its resilient performance, with benchmark indices trending positively and dividend yields holding firm above historical averages.The market's fundamental strength remains a key pillar of support; corporate balance sheets are robust, and free cash flow generation has been strong since the post-pandemic reopening.This financial health enabled companies to increase dividend payouts in late 2024 at a faster rate than earnings growth, signaling a strong commitment to shareholder returns even as earnings momentum begins to moderate.

1H 2025 Dividend Investing Update: Navigating the Yield Squeeze

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

<ul>
<li>In this insight we present GHG emissions and energy consumption metrics of select SGX-listed transport companies relative to their revenue and assets </li>
<li>We also relate certain balance sheet characteristics to higher levels of GHG emissions and energy consumption among these companies</li>
<li>Finally, we offer a framework investors can use to evaluate a transport company's ability to significantly lower emissions and energy consumption going forward</li>
</ul>


In this insight we present GHG emissions and energy consumption metrics of select SGX-listed transport companies relative to their revenue and assets 
We also relate certain balance sheet characteristics to higher levels of GHG emissions and energy consumption among these companies
Finally, we offer a framework investors can use to evaluate a transport company's ability to significantly lower emissions and energy consumption going forward


How They Roll: Emissions and Energy Consumption of SGX-Listed Transport Companies

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/comfortdelgro-corp-ltd" target="_blank" data-smartkarma-citation="entities:497:1" rel="noopener">Comfortdelgro Corp (CD SP)</a> share price has underperformed its tourism related transport operator peers.</li>
<li>Key drivers are still strong, including the expected influx of Chinese tourists from visa-free travel arrangements.</li>
<li>Valuation is still compelling, and it is not too late to own it.</li>
</ul>



Comfortdelgro Corp (CD SP) share price has underperformed its tourism related transport operator peers.
Key drivers are still strong, including the expected influx of Chinese tourists from visa-free travel arrangements.
Valuation is still compelling, and it is not too late to own it.


Comfortdelgro (CD): March on Chinese Tourists

<ul>
<li>The share price has increased by around 20% since mid-last year.</li>
<li>A new revenue stream from the booking fee through the Zig app and calls that, albeit small, it was never possible to share upside with cabbies before. </li>
<li>Extension from 15 days to 30 days visa-free for Chinese tourists to come to Singapore on early 2024. </li>
</ul>


The share price has increased by around 20% since mid-last year.
A new revenue stream from the booking fee through the Zig app and calls that, albeit small, it was never possible to share upside with cabbies before. 
Extension from 15 days to 30 days visa-free for Chinese tourists to come to Singapore on early 2024. 


<ul>
<li>New leadership with expertise in Australia could lead to value unlocking for Australian assets. </li>
<li>Q3 22 ridership has gone up to 85% and 83% of pre-COVID level for NEL and DTL while in Q3 21 was only 49% for NEL and 43% for DTL.</li>
<li>The reopening has brought tourists back and increased ridership level while China's reopening has just started and is not yet priced in. </li>
</ul>


New leadership with expertise in Australia could lead to value unlocking for Australian assets. 
Q3 22 ridership has gone up to 85% and 83% of pre-COVID level for NEL and DTL while in Q3 21 was only 49% for NEL and 43% for DTL.
The reopening has brought tourists back and increased ridership level while China's reopening has just started and is not yet priced in. 


Singapore

SBS Transit Limited provides public bus services, advertisement on its bus fleet, and bus chartering.

Price Gauge
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SBS Transit Ltd (SBUS SP)

1H 2025 Dividend Investing Update: Navigating the Yield Squeeze

Singapore's equity market is positioned to continue its resilient performance, with benchmark indices trending positively and dividend yields...

Syfe

How They Roll: Emissions and Energy Consumption of SGX-Listed Transport Companies

In this insight we analyze the emissions and energy consumption characteristics of a range of SGX-listed transport companies.

Tracking Traffic

Comfortdelgro (CD): March on Chinese Tourists

Comfortdelgro Corp's share price lags behind tourism transport peers despite strong drivers like Chinese tourist influx and compelling valuation.

Henry Soediarko

Comfortdelgro (CD): The Chinese Is Back

Comfortdelgro enjoys new revenue stream that allows upside participation in the number of rides, and longer visa-free stay for Chinese tourists in...

Henry Soediarko

Comfortdelgro (CD): Now or Never

The share price is lagging behind peers while operating numbers gradually improving. Reopening leads to an increase in ridership, China's reopening...

Henry Soediarko

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

1H 2025 Dividend Investing Update: Navigating the Yield Squeeze

Singapore's equity market is positioned to continue its resilient performance, with benchmark indices trending positively and dividend yields...

Syfe

How They Roll: Emissions and Energy Consumption of SGX-Listed Transport Companies

In this insight we analyze the emissions and energy consumption characteristics of a range of SGX-listed transport companies.

Tracking Traffic

Comfortdelgro (CD): March on Chinese Tourists

​Comfortdelgro Corp's share price lags behind tourism transport peers despite strong drivers like Chinese tourist influx and compelling valuation.

Henry Soediarko

Comfortdelgro (CD): The Chinese Is Back

Comfortdelgro enjoys new revenue stream that allows upside participation in the number of rides, and longer visa-free stay for Chinese tourists in...

Henry Soediarko

Comfortdelgro (CD): Now or Never

The share price is lagging behind peers while operating numbers gradually improving. Reopening leads to an increase in ridership, China's reopening...

Henry Soediarko

Comfortdelgro Corp's share price lags behind tourism transport peers despite strong drivers like Chinese tourist influx and compelling valuation.