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Joelton Supreme	01-Sep-2026 09:50        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lim of OCBC lowers fair value for SingPost to 35.5 cents Ada Lim of OCBC Group Research has kept her call on Singapore Post at &ldquo hold&rdquo but has lowered her fair value from 40 cents to 35.5 cents, as she takes into account capex required over the foreseeable future even as the company&rsquo s transformation goes on. In the most recent 1QFY2027 business update for the quarter ended June, SingPost&rsquo s revenue dipped slightly by 0.9% y-o-y to $93.4 million. Within the key logistics & letters segment, the company suffered an accelerated decline in domestic mail volumes, which was down 16.2% y-o-y. SingPost experienced continued pressure on its international business as well. On the other hand, domestic parcels enjoyed a strong 36.5% y-o-y jump while higher postage rates that took effect in January helped as well. Lifted by the provision of support services for holders of Singtel&rsquo s special discounted shares, who were transiting from their CPF to CDP accounts, SingPost&rsquo s post office network saw some growth too. Also, the company managed to generate higher rental yields from its post office properties and its property leasing revenue grew marginally in tandem with a 0.6 percentage point improvement in occupancy at SingPost Centre to 100% as at June 30. All in, SingPost&rsquo s operating profit for 1QFY2027 was up 55.2% y-o-y to $4.1 million. Even so, Lim is keeping a cautious view, noting that SingPost&rsquo s strategic transformation remains in early stages. She has also incorporated higher long-term capex forecasts to reflect the multi-year journey. Specifically, the company is now ramping up operations at its $30 million automation parcel sortation facility following its commissioning in Jul 2026. Alongside other measures, this facility can help further reduce its cost to serve in subsequent quarters, says Lim. To be sure, SingPost is actively generating new revenue streams. For example, in May, it signed a memorandum of understanding (MOU) with a healthcare group, and since July, it started rolling out telemedicine delivery, albeit on a small scale. &ldquo Besides healthcare and public services, SingPost continues to explore other customer segments such as telecommunications and electronics as part of revenue diversification,&rdquo says Lim. &ldquo In our view, a turnaround towards commercial sustainability and regaining confidence in management&rsquo s ability to execute will take time,&rdquo says Lim. &ldquo Going forward, we keep a watchful eye on margin expansion and follow-up announcements as potential catalysts,&rdquo she adds. SingPost shares, as at 4.30 pm, traded at 34 cents. It is down 17.07% year to date.
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Joelton Supreme	27-Aug-2026 10:34        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	SingPost reports 55.2% higher operating profit in 1QFY2027 business update Singapore Post Limited (SingPost) has reported operating profit of $4.1 million for 1QFY2027 ended June 30, up 55.2%. Revenue was down by 0.9% y-o-y to $93.4 million, mainly due to lower revenue from logistics & letters segment while partially offset by higher revenue from post office network and property segment. &ldquo Within logistics & letters, declines in mail volume and the international business were mitigated by growth in domestic parcels and the postage uprate in January,&rdquo the company states. SingPost saw volume increased by 36.5% y-o-y in 1QFY2027 for its domestic parcel deliveries. The company adds that while the postage uprate helped to buffer domestic mail performance, domestic mail volume continued to decline, falling 16.2% y-o-y. Meanwhile, the higher revenue from its post office network was largely due to services rendered for Singtel special discounted shares transactions, and higher rental yield from post office properties. Operating expenses saw a drop of 2.4% y-o-y to $89.3 million. SingPost says that this was largely driven by lower labour costs as a result of streamlining operations for efficiency. Despite the rising fuel cost in 1QFY2027, the company says that the higher cost was mitigated through route optimisation and ongoing electrification of its delivery fleet, supported by electricity cost hedging. On the property segment, as at June 30, SingPost Centre achieved 100% committed occupancy for both its office and retail space. The company also appointed an architect during 1QFY2027 to advise on a potential asset refresh of SingPost Centre, in bid to maintain its competitiveness and attractiveness as a retail mall and office complex. SingPost says that it is actively evaluating the proposed asset refresh and will update in due course. Cash and cash equivalents increased to $664.4 million as at June 30, from $603.8 million as at March 31. The higher cash position was due to cash inflow of $52.8 million from the sale of 10 Post Office HDB shops completed on June 30. SingPost says that it remains in a net cash position as at June 30. Looking ahead, SingPost says that it will remain focused on capturing market share in domestic delivery, building new logistics revenue streams, and transforming its operating model to lower cost to serve. &ldquo Across the post office network, SingPost is driving commercial growth while optimising the network footprint for operational efficiency and rental yields,&rdquo the company adds. For the property segment, SingPost states that it will continue to actively manage its assets, focusing on yield enhancement and asset efficiency. Shares of SingPost closed 1 cent lower, or down 2.94% at 33 cents on Aug 25.
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Tob231 Elite	26-Aug-2026 07:43        Tob231 About Contact  Quote this Post!
x 1   x 0  Alert Admin	The market capitalisation is ~ $755m, but the intrinsic valuation closer to S$1.48 billion Investment analysts argue that the public market is heavily undervaluing the business. The consensus 12-month Wall Street/institutional price target sits at S$0.66 per share Due to intense price wars from platform-owned fleets like Shopee' s SPX Express, Ninja Van has had to narrow its footprint. It recently exited express delivery in Vietnam and is scaling down in Thailand to focus heavily on B2B logistics, corporate freight, and cold-chain services (like pharmaceutical and grocery delivery)
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investshare Supreme	26-Aug-2026 06:24        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Something to think about, SingPost valuation is less than $800m despite owning the building , Ninja is $1b. This shows investors see more future fr ninja. Tob231      ( Date: 20-Aug-2026 22:17) Posted: Investnottrade, you are absolutely right. Let' s hope the new management will show the world that they have the right formula and win back investor/s, not just SingTel. Personally think they are working hard unlike their predecessors. Chairman Teo said she is working with authority. Singapore-based Ninja Van, backed by Alibaba Group Holding, is set to raise US$80 million (S$102.8 million) in a round that will reduce its valuation to about US$1 billion, according to people familiar with the matter. Existing investors B Capital Group &ndash the venture capital firm set up by Meta Platforms co-founder Eduardo Saverin and Mr Raj Ganguly &ndash and Monk&rsquo s Hill Ventures will be leading the round, said the people.
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vicloo Supreme	25-Aug-2026 18:06        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	What would happen after 2 years? For_The_Next_Leg      ( Date: 24-Aug-2026 10:38) Posted: Something will likely happen soon. Or by End 2026. At the end of the day, if you got some cash, this can hold 2 years.
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Eagle88 Supreme	25-Aug-2026 12:02        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No solution to save SP after talking and meeting for so long ??? No one wants to be responsible for the diminishing of SP ???
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ssw518 Supreme	25-Aug-2026 11:16        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Price keep going down with more shorts last few days but shortsell outstang drop from previous high of 6% to 5.1%... dyodd   S08 SINGAPORE POST LIMITED 114,857,258 2,252,423,243 SGD 40,200,040.30 5.10
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crazy_fave Senior	25-Aug-2026 08:43        crazy_fave About Contact  Quote this Post! Style: Combined   Yells: "crazy_fave"
x 0   x 0  Alert Admin	Closing price on 24 Aug 2025 was only S$0.34.
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shk363 Elite	24-Aug-2026 14:05        shk363 About Contact  Quote this Post!
x 0   x 0  Alert Admin	cut loss and move on
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stockwatch8877 Senior	24-Aug-2026 12:25        stockwatch8877 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No use. SingPost postal service is kept declining. Nowadays, many people used e-commerce for their purchases and used email for their letters. SingPost cannot make profit anymore. It is better for SingPost to return back to the government and delist from SGX. Return the shareholders money.
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For_The_Next_Leg Master	24-Aug-2026 10:38        For_The_Next_Leg About Contact  Quote this Post!
x 0   x 0  Alert Admin	Something will likely happen soon. Or by End 2026. At the end of the day, if you got some cash, this can hold 2 years.
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Tob231 Elite	20-Aug-2026 22:17        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Investnottrade, you are absolutely right. Let' s hope the new management will show the world that they have the right formula and win back investor/s, not just SingTel. Personally think they are working hard unlike their predecessors. Chairman Teo said she is working with authority. Singapore-based Ninja Van, backed by Alibaba Group Holding, is set to raise US$80 million (S$102.8 million) in a round that will reduce its valuation to about US$1 billion, according to people familiar with the matter. Existing investors B Capital Group &ndash the venture capital firm set up by Meta Platforms co-founder Eduardo Saverin and Mr Raj Ganguly &ndash and Monk&rsquo s Hill Ventures will be leading the round, said the people.
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InvestNotTrade Senior	20-Aug-2026 19:23        InvestNotTrade About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "seekingprivatereturns.blog"
x 0   x 0  Alert Admin	Boss, ninja van not doing well either. They would have ran out of cash if not for the lead investors stepping in. https://www.straitstimes.com/business/companies-markets/singapores-ninja-van-said-to-halve-valuation-in-latest-funding-round Tob231      ( Date: 06-Aug-2026 08:18) Posted: a story of two tales between Singpost and Ninja Van. Singpost has a long history whereas, Ninja Van was founded in Singapore in 2014 by three friends. Today, Ninja Van has a regiobal footprint and workforce across Southeast Asia.  Taken from google - Ninja Van generated US$702 million in annual revenue, while Singpost brought in S$376.1 million  I believe is about ownership .... Ninja Van started out with nothing - In their earliest days, the operation was bare-bones. They bought a single second-hand van, worked brutal 22-hour days, and slept on basic mattresses laid out on their office floor. Whenever deliveries piled up, the founders themselves jumped into the van to drop off parcels.  Still waiting for govt subsidy to make it profitable ...
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Tob231 Elite	20-Aug-2026 17:14        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The automated sorting facility launched on June 9, 2026, while the autonomous vehicle trials in Tampines officially began on August 15, 2026 July 31 &ndash September 30, 2026: The nationwide rollout of the SingPost@MyBlock service is taking place across three phases, following an initial pilot conducted in late 2025
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stockwatch8877 Senior	12-Aug-2026 06:33        stockwatch8877 About Contact  Quote this Post!
x 0   x 0  Alert Admin	To let SingPost staying alive , the government should allow all theirs official letters handled by SingPost and not giving to any third party vendors to deliver the letters. If not, the government should take back from SingPost and delist from SGX.
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stockwatch8877 Senior	07-Aug-2026 17:03        stockwatch8877 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No more iron rice bowl as what the government says. SingPost is dead if without the government helps. It is better that SingPost returns to the government. If not, we will be seeing the shares price going down and down. SingPost should be handled by the government and delisted from the SGX
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Tob231 Elite	06-Aug-2026 08:18        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	a story of two tales between Singpost and Ninja Van. Singpost has a long history whereas, Ninja Van was founded in Singapore in 2014 by three friends. Today, Ninja Van has a regiobal footprint and workforce across Southeast Asia.  Taken from google - Ninja Van generated US$702 million in annual revenue, while Singpost brought in S$376.1 million  I believe is about ownership .... Ninja Van started out with nothing - In their earliest days, the operation was bare-bones. They bought a single second-hand van, worked brutal 22-hour days, and slept on basic mattresses laid out on their office floor. Whenever deliveries piled up, the founders themselves jumped into the van to drop off parcels.  Still waiting for govt subsidy to make it profitable ...
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stockwatch8877 Senior	06-Aug-2026 06:18        stockwatch8877 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correct, you are right. SingPost is very bad stocks as a government listed company. Looked at the shares price is so low. SingPost should delisted and return to the government. SingPost know that whether now and the future, the postal service cannot make profit. So why keeping the stocks. The government should handle the postal service and return the money back to the shareholders. Tob231      ( Date: 05-Aug-2026 19:08) Posted: as bad as it gets ... rating or no rating makes no difference ... i think
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Tob231 Elite	05-Aug-2026 19:08        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	as bad as it gets ... rating or no rating makes no difference ... i think
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ysh2006 Supreme	05-Aug-2026 17:44        ysh2006 About Contact  Quote this Post!
x 1   x 0  Alert Admin	S&P gave a BB rating on Singpost , good or not ?
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