Singapore's Private Rides Fares and Taxi Fares Likely to Increase from July Due to These Two Factors

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ComfortDelgro 1Q18 Unsurprising, Lesser PH Drivers + Talks with Go-Jek Improve Taxis' Outlook in SG

ComfortDelgro's Acquisition of Uber's LCR and Recent Share Price Weakness Presents a Buy Opportunity

ComfortDelgro: Re-Drawing of Ride Maps & Uberflash Are Near-Term Positives

EU Ruling on Uber Levels the Playing Field with Existing Cab/Private-Hire Operators

More Details on the Deal After Management Call

Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

Equity Bottom-Up

<p>In the first section of this piece, I will discuss the initial findings on UberFlash and how it will likely impact CD's taxi segment. In the second section, I will include some Q&amp;A with the Competition Commission of Singapore (CCS) regarding the ComfortDelgro-Uber alliance, followed by data and my thoughts addressing their concerns.</p><p>With a Grab and Uber deal looming in the background, and comments by Second Transport Minister Ng Chee Meng to review regulations for point-to-point transportation, the second review by CCS may not be final.</p>

In the first section of this piece, I will discuss the initial findings on UberFlash and how it will likely impact CD's taxi segment. In the second section, I will include some Q&amp;A with the Competition Commission of Singapore (CCS) regarding the ComfortDelgro-Uber alliance, followed by data and my thoughts addressing their concerns.With a Grab and Uber deal looming in the background, and comments by Second Transport Minister Ng Chee Meng to review regulations for point-to-point transportation, the second review by CCS may not be final.

UberFlash Drawing More Drivers Back to CD, Overhang from CCS Likely to Clear Post Uber-Grab Deal

Comfortdelgro Corp

UberFlash Drawing More Drivers Back to CD, Overhang from CCS Likely to Clear Post Uber-Grab Deal