Why you should dump SMRT for ComfortDelgro stocks

Latter has stronger yields, argues OSK-DMG.

"We recommend investors to switch from SMRT to ComfortDelGro, for stronger yields arising from the latter’s better growth potential," says OSK-DMG, after SMRT reported poor 2QFY14 results which saw its PATAMI slide 57% yoy to S$14.4m.

Currently SMRT is trading at an unattractive valuation, the research firm adds, compared to ComfortDelGro. SMRT is also set to grapple with still-escalating staff costs that will hurt the group's margins despite an anticipated fare hike.

If you've been wondering whether SBR could work for your company — yes, probably.

A lot of the companies we partner with started as readers. They'd been following our coverage for a while, saw their own customers and competitors in it, and eventually asked the obvious question: could we do something with you? The answer is usually yes. The shape of it depends on what you're trying to do.

The options are broader than most people assume — thought leadership articles, sponsored content, industry summits across Southeast Asia, regional awards programmes, podcasts, and media placements in print and digital. Some partners use one channel; most use a mix. We figure out the right combination by starting with your brief, not with our rate card.

So if the question has been on your mind, here's the easy way to ask it.

We'll tell you honestly whether we can help, and how. It's a better use of everyone's time.

Book a meeting

| Or download the media kit (PDF)

240,000 senior readers quarterly in print Top 1,700 Singapore companies reached

7 markets across Southeast Asia