| Latest Forum Topics / SingPost Last:0.315 -- |
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SingPost
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hlfoo2010
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03-Apr-2017 12:07
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Spore Fat cat can but......... https://www.youtube.com/watch?v=fpfdSBi6KwY
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leongyan
Master |
03-Apr-2017 11:59
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Those who bought at 1.31 level making good profit now..
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leongyan
Master |
28-Mar-2017 13:07
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dead caat bounce?
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FrankFrankie
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28-Mar-2017 10:33
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Seems like bounce today because announcement by Capitaland to manage the SPC mall. Good news it seems. Capitaland has good track record in mall management.  |
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halleluyah
Supreme |
27-Mar-2017 20:13
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Agak postman going south poles tomolo...dun pray pray...1.20... |
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pasttime
Supreme |
27-Mar-2017 09:57
Yells: "gold silver are real money. not others iou." |
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this singpost looks very well controlled by believe of shorts. to win this game don' t buy. don' t buy will not loose. cause they can easily move the price down with their financial strength. they just put a huge sell block price will not go up. but it canot continue forever as there is cost. so for small holders time is your friend. don' t buy let them do the down themselves then eventually they have to buy back. if believe price is right and buy need to hold. time is your friend |
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destinykraze
Elite |
27-Mar-2017 00:01
Yells: "Reality is only a matter of perception" |
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Yes, but before that. they need to sort out their impairments and corporate governance issue first. We don' t want them to use another $500million for goodwill before asking again. That is unlikely to happen before CEO and other top management  positions get filled.
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mingsuny
Member |
26-Mar-2017 22:44
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Hi,   In my view, mail is an important part of communication which is vital to a nation so I won' t be surprised either Temasek buys into this counter to repair the damage or nationalize it just like the SMRT.   If considering e-commerce as the future trend, I believe Alibaba can privatise it so that it can gain a bigger share market in the South-east asia.   Singpost is a very unique strategic counter so instituitions will buy into it for O2O (online to offline) or to gain market share!   Anyway the new CEO will assume his post around June, so a new holistic plan will be drawn up soon! |
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taggart
Member |
26-Mar-2017 20:39
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agreed. buy and hold can' t be too far wrong, given it is a stable business. i got some at 1.325, probably will have some wild gyrations, but can' t be for too long. structural conditions are evolving, but if it adapts then it' ll be ok la.  |
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pasttime
Supreme |
26-Mar-2017 19:23
Yells: "gold silver are real money. not others iou." |
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postal business being affected by email is a common problem to all national postal business. most are trying to change and adapt. successful example are DHL. they are constantly using new technology to provide value for their customers. first mover advantage.  many will try to learn their success. logistic business success are every where.so it is a viable business.  retail logistic is also proven success in China. where individual delivery business take commitment to delivery for a street/area. the sorting is done at the bigger bases and send to these individual delivery contractor to deliver.   those goodwill writeoff, should do faster better. any bad decision/over pay were already done in the past. there is no cash flow impact. internet company need to forget the old brick shop model. some time loosing money first is necessary to gain market share and be the final winner. like boxes, once lay, need to create momenteum for use. lucky draw with big/attractive prizes is one way. hope singpost can adapt and be successful. at least there were story.     |
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sun233
Elite |
26-Mar-2017 12:25
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If there is any truth to this article then we can expect a cash call soon............" we also expect SingPost to  rein in its acquisition spending and reduce its net debt through cash generation." If that is the case there will be more downside to this stock. Not vested but watching from sidelines.
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lcfarn
Member |
26-Mar-2017 10:31
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Standard and Poor' s report dated 10 March from SGX   ...... The stable outlook reflects our expectation that Singapore Post Ltd. (SingPost) will consolidate its operations in the logistics and express delivery markets in Asia-Pacific and the U.S in the next six to 12 months. We anticipate that the Singapore-based postal and logistics services provider will manage its costs and logistics capacity to support earnings growth and control its profitability decline. In the absence of rating headroom, we also expect SingPost to rein in its acquisition spending and reduce its net debt through cash generation. We forecast the company' s debt-to-EBITDA ratio to be close to 2.5x in the next 18 months. Downside scenario We could lower the rating if SingPost' s debt-to-EBITDA ratio increases beyond 2.5x on a sustained basis. This could happen primarily if the company faces more revenue and cost pressures in its mail business and fiercer competition in the non-mail business than what we anticipate. This would be reflected by any early indications of unadjusted EBITDA being less than Singapore dollar (S$) 230 million in fiscal 2018 (year ending March 31). Higher-than-expected debt-funded capital expenditures and acquisitions or dividend payouts may also lead us to lower the rating. Upside scenario An upgrade looks unlikely for SingPost over the next two years, given the company' s exposure to declining mail volumes and the strong competitive pressures in the logistics and express delivery businesses. We may raise the rating if the company establishes a record of consistent governance and successful strategy execution. We would also expect to see a reduction in leverage, with the debt-to-EBITDA ratio permanently below 2.0x. In a remote scenario, a stronger contribution of logistics and e-commerce to operating profit, with limited dilution of margin, could cause us to reassess the company' s earnings quality. ------------------------------------------- Facebook postings of customers' unhappiness with SingPost' s service ... https://www.facebook.com/badsingpostservice/ My guess is  BBs are shorting it heavily as there is no leadership in Singpost now until new CEO comes in..... So best to stay out until all the bad news (if any)  are released ....              
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sun233
Elite |
25-Mar-2017 16:38
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My guess......that is one of the reason for the price fall, besides impairment. I see all these pop up boxes around but nobody collecting anything from them. A waste of cash!! CEO of commerce left....... Best stay on sidelines till next earnings annoucement. Tay Ah Kee case also not reported yet. I remember that they were investigating but nothing so far yet.
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destinykraze
Elite |
25-Mar-2017 16:16
Yells: "Reality is only a matter of perception" |
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And there might be 2nd round of corporate governance issue. No wonder the head of e-commerce left. Hope all the bad news break out at the same time. Alibaba saved them from huge plunge $1.6-$1.29. See whether this time round would be the same, Alibaba coming in to save?
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destinykraze
Elite |
25-Mar-2017 16:10
Yells: "Reality is only a matter of perception" |
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Don' t worry, there are a lot of unwary retailer investors told by brokers, " Buy SingPost,  it' s cheap" Just stand sidelines, when it comes to heavy impairments and further drop in net profit, they will panic sell. That is where you come in.
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investshare
Supreme |
25-Mar-2017 15:49
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Finally something for. Singpost but don't know this is the right focus. Furthermore collaboration with academics, national service?
SingPost to start trial of e-three-wheeler for mail delivery By: PC Lee 25/03/17, 11:26 am SINGAPORE (March 24): Singapore Post and TUMCREATE will start from March 28 the road trial of a prototype electric three-wheeler to boost mail delivery efficiency. Developed by researchers with TUMCREATE, in conjunction with SingPost, the customised vehicle will serve as a test bed for concepts that will guide SingPost?s application of electric vehicle technology for postal operations and e-commerce logistics. |
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pinkowl
Supreme |
24-Mar-2017 09:52
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With impairment risk in the background, don' t think people dare to load on this yet. Got to wait for more clarity.  |
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maccer
Master |
24-Mar-2017 09:29
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Alibaba is goign to set up a logistic center in Msia. SingPost share price went up after Alibaba bought into it but now the game change. I don' t see how this counter can goes up? cut loss> > > > > > > > |
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Sporeguy
Elite |
24-Mar-2017 09:22
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Should SingPost fret over Alibaba' s acquisition of Lazada? With Lazada&rsquo s expected sales volume surge, it shouldn&rsquo t. There have been doubts in the past that Alibaba' s acquisition of Lazada might jeopardise SingPost' s businesses with Alibaba. But should SingPost feel threatened? According to Maybank Kim Eng analyst John Cheong, Lazada may act more like a sweetener than a threat to SingPost, as it will boost the postal services provider' s internal revenue. " SingPost could benefit from increased volume from more Lazada collaboration with Alibaba, to enable local retailers to sell their products across each other&rsquo s platform," Cheong said. More so, he claimed that SingPost would greatly benefit from the Lazada' s online festival event as it is expected to spike up sales volume three to five times. " If this takes off, increased outbound China deliveries could boost SingPost&rsquo s international revenue," he stressed The analyst also noted that the discussion with Alibaba on its second investment in SingPost has already been progressing. " Alibaba&rsquo s volumes are still growing consistently and this demonstrates its operational commitment in partnering with SingPost in our view. Alibaba&rsquo s volumes are mostly captured under SingPost&rsquo s international-mail revenue," he said. - See more at: http://sbr.com.sg/transport-logistics/news/should-singpost-fret-over-alibabas-acquisition-lazada#sthash.UkKiqjMb.dpuf |
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investshare
Supreme |
24-Mar-2017 09:16
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Interesting investor psychology
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