ComfortDelGro's Earnings Look Relatively Sheltered From Tariff Risks -- Market Talk

Dow Jones

May 16, 2025

0206 GMT - ComfortDelGro's earnings look relatively sheltered from tariff risks, OCBC Investment Research's Ada Lim says in a research report. Management's lack of mention of tariffs underscores the defensiveness of the transport company's earnings, given its domestic exposure within the markets where it's present, the analyst says. Also, its recently acquired CMAC Group has secured a contract with a U.K. online travel agency, which would help to further drive growth in this segment, the analyst notes. OCBC raises the stock's fair value estimate to S$1.71 from S$1.67 to partly reflect a higher cost-of-equity assumption, while maintaining the buy rating. Shares are 1.3% higher at S$1.51. (ronnie.harui@wsj.com)

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May 15, 2025 22:06 ET (02:06 GMT)

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Management's lack of mention of tariffs underscores the defensiveness of the transport company's earnings, given its domestic exposure within the markets where it's present, the analyst says. Also, its recently acquired CMAC Group has secured a contract with a U.K. online travel agency, which would help to further drive growth in this segment, the analyst notes. OCBC raises the stock's fair value estimate to S$1.71 from S$1.67 to partly reflect a higher cost-of-equity assumption, while maintaining the buy rating. Shares are 1.3% higher at S$1.51. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 15, 2025 22:06 ET (02:06 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ComfortDelGro's Earnings Look Relatively Sheltered From Tariff Risks -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nComfortDelGro's Earnings Look Relatively Sheltered From Tariff Risks -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-16 10:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0206 GMT - ComfortDelGro's earnings look relatively sheltered from tariff risks, OCBC Investment Research's Ada Lim says in a research report. Management's lack of mention of tariffs underscores the defensiveness of the transport company's earnings, given its domestic exposure within the markets where it's present, the analyst says. Also, its recently acquired CMAC Group has secured a contract with a U.K. online travel agency, which would help to further drive growth in this segment, the analyst notes. OCBC raises the stock's fair value estimate to S$1.71 from S$1.67 to partly reflect a higher cost-of-equity assumption, while maintaining the buy rating. Shares are 1.3% higher at S$1.51. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 15, 2025 22:06 ET (02:06 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"C52.SI","symbol_name":"康福德高企业","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2535207384","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2535207384","pubTimestamp":1747361160,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0206 GMT - ComfortDelGro's earnings look relatively sheltered from tariff risks, OCBC Investment Research's Ada Lim says in a research report. Management's lack of mention of tariffs underscores the defensiveness of the transport company's earnings, given its domestic exposure within the markets where it's present, the analyst says. Also, its recently acquired CMAC Group has secured a contract with a U.K. online travel agency, which would help to further drive growth in this segment, the analyst notes. OCBC raises the stock's fair value estimate to S$1.71 from S$1.67 to partly reflect a higher cost-of-equity assumption, while maintaining the buy rating. Shares are 1.3% higher at S$1.51. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"C52.SI":"康福德高企业"},"translate_title":"康福德高的盈利看起来相对不受关税风险的影响——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"C52.SI":1},"content_text":"0206 GMT - ComfortDelGro's earnings look relatively sheltered from tariff risks, OCBC Investment Research's Ada Lim says in a research report. Management's lack of mention of tariffs underscores the defensiveness of the transport company's earnings, given its domestic exposure within the markets where it's present, the analyst says. Also, its recently acquired CMAC Group has secured a contract with a U.K. online travel agency, which would help to further drive growth in this segment, the analyst notes. OCBC raises the stock's fair value estimate to S$1.71 from S$1.67 to partly reflect a higher cost-of-equity assumption, while maintaining the buy rating. Shares are 1.3% higher at S$1.51. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 15, 2025 22:06 ET (02:06 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}