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HuatAh7898 Supreme	05-Sep-2025 15:51        HuatAh7898 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Yes most importantly, who is the buyer of that block of shares HuatAh7898      ( Date: 05-Sep-2025 15:45) Posted: Yes agree with you the seller has deep pocket. Watching for now 45 buy Q has 4.6m and not much done at 45 only 351k   ssw518      ( Date: 05-Sep-2025 15:29) Posted: Like I said, short seller has deep pocket, 1) most important question is who takes that that 151m shares. 2) No point keep selling with bigger open position, only benefit is paying lesser overnight interest per unit shorted and delay potential margin call. Stress will build on if market don' t sell back to them to closed their position, they had been doing that since xd and ended with more outstanding position week after week, it' s quite clear that market is happy to buy low, only  question left is at what px will the be happy to sell or forced to cutlost? I am holding mine at least for now, should see new chapters or developments moving on, you never know, this might be his first purchase and more to come or even take over with less 970 million (if all shares at 0.43) for a company with a building (Singpost building) worth 1 billion, cash already enough to cover the debt. rest will be free, many veh with coe, machinery, sorting center in Tampines etc. just my view, you guys better press your own calculator with data ho
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HuatAh7898 Supreme	05-Sep-2025 15:45        HuatAh7898 About Contact  Quote this Post!   Mood:
x 1   x 0  Alert Admin	Yes agree with you the seller has deep pocket. Watching for now 45 buy Q has 4.6m and not much done at 45 only 351k   ssw518      ( Date: 05-Sep-2025 15:29) Posted: Like I said, short seller has deep pocket, 1) most important question is who takes that that 151m shares. 2) No point keep selling with bigger open position, only benefit is paying lesser overnight interest per unit shorted and delay potential margin call. Stress will build on if market don' t sell back to them to closed their position, they had been doing that since xd and ended with more outstanding position week after week, it' s quite clear that market is happy to buy low, only  question left is at what px will the be happy to sell or forced to cutlost? I am holding mine at least for now, should see new chapters or developments moving on, you never know, this might be his first purchase and more to come or even take over with less 970 million (if all shares at 0.43) for a company with a building (Singpost building) worth 1 billion, cash already enough to cover the debt. rest will be free, many veh with coe, machinery, sorting center in Tampines etc. just my view, you guys better press your own calculator with data hor HuatAh7898      ( Date: 05-Sep-2025 14:52) Posted: Just finished posting, 455 buy code gave way ..
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Tob231 Elite	05-Sep-2025 15:44        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	market already knew the new entity, judging by the movement  ... that beg the question :  do you think they will want to increase their stake ...??? Tob231      ( Date: 05-Sep-2025 10:57) Posted: whoever the buyer that took up 6.7% already have a huge stake in Singpost ...  Singpost has almost 55% holding by retail investors .... the largest shareholder is Singtel ~22% and next is Alibaba ~14.5%  to sell 6.7% has to be from the substantial shareholders .... do you think they will want to increase their stake .....
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Tob231 Elite	05-Sep-2025 15:39        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	a tiny country like SG slight automate the system will be pretty good. a swell in the sell early could be good sign for things to come .... we should know the new entity soon. monday will be interesting
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ssw518 Supreme	05-Sep-2025 15:29        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Like I said, short seller has deep pocket, 1) most important question is who takes that that 151m shares. 2) No point keep selling with bigger open position, only benefit is paying lesser overnight interest per unit shorted and delay potential margin call. Stress will build on if market don' t sell back to them to closed their position, they had been doing that since xd and ended with more outstanding position week after week, it' s quite clear that market is happy to buy low, only  question left is at what px will the be happy to sell or forced to cutlost? I am holding mine at least for now, should see new chapters or developments moving on, you never know, this might be his first purchase and more to come or even take over with less 970 million (if all shares at 0.43) for a company with a building (Singpost building) worth 1 billion, cash already enough to cover the debt. rest will be free, many veh with coe, machinery, sorting center in Tampines etc. just my view, you guys better press your own calculator with data hor HuatAh7898      ( Date: 05-Sep-2025 14:52) Posted: Just finished posting, 455 buy code gave way ... HuatAh7898      ( Date: 05-Sep-2025 14:49) Posted: Watching at the moment, 455 so far done 2.05m... If price go lower I will place my bet Dydd
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ssw518 Supreme	05-Sep-2025 14:53        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro Bear,  some area in China, their pacel delivery already move into autooimuos driverless / without deliveryman. What they need is a handphone using gps and security code if i am not wrong. They had paid a huge sum of money to develope the infrastructure as well as tonology. As for Singapore we are still in baby step as a lot of money is needed for that with test and trial. Initially, I tot Comfort Delglo will do it since they are first to talk driverless many years back, then seems like no further chapter, likely cost concern. US already started in some states. I believe all are waiting for gov to develope / provide it first, just play be ears. Many delivery company will benefit from it if gov is willing to do it at faster pace but human employment will suffer when job is replace by them, so i will not speculate on that. just sharing. MrBear12      ( Date: 05-Sep-2025 13:11) Posted: Downside bias to persist until at least 40 is hit. Meanwhile, look for higher quality companies with better assets than this one. Singpost days are numbered. It will not outlast the AI revolution. hmphie      ( Date: 05-Sep-2025 12:32) Posted: Only a handful will realise how pivotal this moment will be for SingPost.
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ssw518 Supreme	05-Sep-2025 14:15        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like short BB wanna show deep pocket, the additional 3 million sell Q looks like a single order. Very likely to see 2 BB figthing soon, last week short sell increase by almost 16m (0.500 drop to 0.460). Question is while BB is doing left right and end up with more open short position, who is holding them since so many ppl are confident that retail is selling as well? Place your bet, dyodd HuatAh7898      ( Date: 05-Sep-2025 13:37) Posted: Suddenly 5.5m at 46 sell Q
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PiRPiR Master	05-Sep-2025 14:04        PiRPiR About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/news/company-news/nearly-1513-million-singpost-shares-done-two-trades-428-cents Nearly 151.3 million SingPost shares done via two trades at 42.8 cents
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HuatAh7898 Supreme	05-Sep-2025 13:37        HuatAh7898 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Suddenly 5.5m at 46 sell Q
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MrBear12 Supreme	05-Sep-2025 13:11        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Downside bias to persist until at least 40 is hit. Meanwhile, look for higher quality companies with better assets than this one. Singpost days are numbered. It will not outlast the AI revolution. hmphie      ( Date: 05-Sep-2025 12:32) Posted: Only a handful will realise how pivotal this moment will be for SingPost. alanchee      ( Date: 05-Sep-2025 10:18) Posted: Crosses the 5% threshold so declaration by buyer is required. Hope new buyer as it shows they are confident there is value and potential upside of say at least 20-30% after restructure or unlock value. Buyer with related field is also welcome as there may be syngery with their business. Let's all wait and see
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hmphie Veteran	05-Sep-2025 12:32        hmphie About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Only a handful will realise how pivotal this moment will be for SingPost. alanchee      ( Date: 05-Sep-2025 10:18) Posted: Crosses the 5% threshold so declaration by buyer is required. Hope new buyer as it shows they are confident there is value and potential upside of say at least 20-30% after restructure or unlock value. Buyer with related field is also welcome as there may be syngery with their business. Let's all wait and see
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halleluyah Supreme	05-Sep-2025 11:17        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	wonder is alibaba selling...
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ssw518 Supreme	05-Sep-2025 11:06        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Latest shortsell outstanding report for Singpost good or bad you decide SINGAPORE POST LIMITED 60,808,771
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Tob231 Elite	05-Sep-2025 10:57        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	whoever the buyer that took up 6.7% already have a huge stake in Singpost ...  Singpost has almost 55% holding by retail investors .... the largest shareholder is Singtel ~22% and next is Alibaba ~14.5%  to sell 6.7% has to be from the substantial shareholders .... do you think they will want to increase their stake .....
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alanchee Senior	05-Sep-2025 10:18        alanchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Crosses the 5% threshold so declaration by buyer is required. Hope new buyer as it shows they are confident there is value and potential upside of say at least 20-30% after restructure or unlock value. Buyer with related field is also welcome as there may be syngery with their business. Let's all wait and see
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hmphie Veteran	05-Sep-2025 10:10        hmphie About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Most likely Middle Eastern or European players in the logistics industry given their deeper pockets and perceived neutrality from a geo political point of view. Just rebook at who are the buyers in the most recent assets sale by SingPost. Jiyaji      ( Date: 05-Sep-2025 09:28) Posted: Thank you. Very good questions. 151 mill is about 6.7% of issued shares of 2.25 billion. So buyers' identity should be out soon.
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HVRRVH Elite	05-Sep-2025 10:05        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have jumped back in for the following reasons:  1)Married deal $0.428 yet price get supported at $0.455 and $0.46 2) Above show sellers of married deal more eager to sell even below market price 3) New buyers at current levels are unfazed that someone else got the shares at $0.428 4) Interesting to know who is the buyer, soon have to be announced as the amount of married deal constituted to about 6.7% of total outstanding shares. 5) Some major corporate movements should be on the card, given that SingPost already so jia lak, any good move could prove to be major catalyst Good luck to all holders.
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ssw518 Supreme	05-Sep-2025 10:01        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My bad, amendment to (1) as Alibaba also has that amount of Shares after reading this news.   A total of nearly 151.3 million SingPost shares have changed hands at 42.8 cents in just 2 trades. This volume is equivalent to more than 6.6% of the company' s total share base. These trades made SingPost the top volume thus far today. According to SingPost' s annual report, its single largest shareholder is Singtel with 494 million shares. Alibaba is the second largest shareholder with 255.15 million shares. ssw518      ( Date: 05-Sep-2025 09:19) Posted: Look at the amount, it' s a big player on the other hand who can sell that? few possibility, 1) Singtel who is the only one holding that amount of shares 2) Someone bough att the share from top 2-5 current SSH 3) proxies tranfer after collectingfor a long long time it' s going to be bad for shortsell who has open possition if it fall into 2 or 3. 50-50 if it' s in 1. Remember Ascendars, private placement at 2.47 and px push up to 2.8x. Yes, question is who buy and why he buy though it' s all depends on the buys' s negotitation' s skill, as he had just missed the 9 cents div. tonight we will know who, about 65 million sgd,  say, who will pay that amount if valuation is that bad w/o any prospec? just my view, dyodd hmphie      ( Date: 05-Sep-2025 09:04) Posted: More importantly, who bought
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ssw518 Supreme	05-Sep-2025 09:45        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looking ahead, this married deal means a lot of things, 1) 0.430 support will be super strong if shortist manage to push it lower 2) Shortist will outstanding have lower opportunity / volume of free float to cover open position 3) If a big famous fund bought t, like other smaller fund will want to hold some, then follow by the outra rich 4) once the shophouse deal conclude with payment, there will be another push due to more free cash on hand, boosting financial status vs debt. I am hoping, it' s from the investment fund which MAS allocated for boosting Singapore' s investment environment. just my view.   Jiyaji      ( Date: 05-Sep-2025 09:28) Posted: Thank you. Very good questions. 151 mill is about 6.7% of issued shares of 2.25 billion. So buyers' identity should be out soon.
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Tob231 Elite	05-Sep-2025 09:43        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://links.sgx.com/FileOpen/SGXAnn20250903.ashx?App=Announcement& FileID=858129 The stable rating outlook on SingPost reflects our view that the company will pursue investments in a prudent manner and manage the structural decline in the postal business in a sustainable way. Downside scenario We may downgrade SingPost if we expect the company' s business competitiveness to weaken further. This could arise if the company is unable to arrest the downward trajectory of its postal and logistics core business or a further reduction in earnings diversity. Alternatively, we could also downgrade SingPost if its earnings deteriorate due to competitive pressure or it embarks on an aggressive growth strategy such that debt increases materially more than we expect. A ratio of debt to EBITDA of above 2.5x will reflect such deterioration. Upside scenario We may raise our ratings on SingPost if it demonstrates a sustained track record of improving profitability across its core postal and logistics business, while maintaining earnings diversity and a conservative balance sheet position.
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