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SingPost
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SingPost
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ssw518
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05-Aug-2025 11:32
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Last year Nov div is 3.4 cents, with extra cash on hand, 4.5 cent expectation should be on the low side. hold tight till div play comes in, if 4.5 cents yeild is 8.9% on current px of 50.5 cents. others hopeful event, 1) Singpost building (sure ppl will ask or Singpost will cover in coming result) 2) extra cash from sale proceed, Singpost can - distribute as special div - re-invest - lower liability - mixed of above 3) Tampines hub utilazation and efficiency / margin from small package distributions (can be gd / bad) 4) Should see some restructuring of business,  - breakup logistic from Postal, privatised postal and act as 3rd party supporting mailing, something like SPH and SMRT? This one IDK, but can be work out, only if Ah gong likes to take over,  as they needs it for GE and President Election. (speculation only) my view, doydd on item 1-3 looking at short term 0.54-0.57, anything higher is bonus, best to hold 2-3mths   |
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RoyalGun
Member |
05-Aug-2025 11:03
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Recently was at Singpost payalebar building. There is much more traffic there now vs years back. They can REITS it. | ||||
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Tob231
Elite |
05-Aug-2025 10:41
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Drastic change to the management with the new Chairlady Teo Swee Lian aka " Empress WuZetian" Clean sweep and reorg .... await more amazing good news  Mari Ya,  快 快 来 呀 .....  金 加 好   |
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hmphie
Veteran |
05-Aug-2025 10:13
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SingPost sells 10 shophouses to Union Gas founder and chairman Teo Kiang Ang for $55.5 mil
https://www.theedgesingapore.com/news/property/singpost-sells-10-shophouses-union-gas-founder-and-chairman-teo-kiang-ang-555-mil Singapore Post (SingPost) has sold its 10 HDB shophouses to Teo Kiang Ang, founder and non-executive chairman of Union Gas, for $55.5 million via an expression of interest, reported Chinese daily Zaobao. Teo is also the chairman and CEO of taxi service provider, Trans-cab. The transaction was said to take place on Aug 4, where Teo had made the highest asking price, which was 11% higher than SingPost?s asking price of $50 million. The Edge Singapore had reported, in May, that SingPost initiated the divestment of the 10 shophouses with plans for a sale and leaseback model at the time. According to a SingPost spokesperson, the locations of the shophouses are at Tanjong Pagar, Teban Gardens, Clementi West, Towner Road, Serangoon Central, Jurong West, Ang Mo Kio, Bukit Merah Central, Ghim Moh Estate and Bedok North. On June 19, a sale-and-leaseback bid was conducted. Several media outlets reported that the shophouse in Bedok North has the highest asking price of $7.1 million, while the Teban Gardens shophouse has the lowest at $2.4 million. All 10 shophouses are said to bring in an average yield of 4.32% to 4.98%, according to Zaobao. |
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Tob231
Elite |
05-Aug-2025 09:46
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The blessedness of Singpost is Ah Gong left behind a lot a lot of good assets .... but they have to have the right CEO like what Chairlady said  " The new CEO should have leadership qualities, be able to think out of the box without feeling constrained, and have an enterprising mindset." Core biz .... ready to announce ..... soon  Mari Ya ... 我 们 在 等 待 好 时 光 等 着 你 🫵 |
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Mark001
Veteran |
05-Aug-2025 09:34
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  to sell the Singpost build or at least free up the space for rental collection is on the way! Your dream may come true.  
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Tob231
Elite |
05-Aug-2025 09:31
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https://youtu.be/MUrKRFCEEUc?si=2ayvf-WJULfqBJay Mari Ya, 快 快 来 呀 .....  |
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Tob231
Elite |
05-Aug-2025 08:21
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Yes, it is precisely Singpost is sitting on a prime location and rental yield is superly goo that the move out their operation to Tampines. 金 加 好   collected 50lots for the next payout and more importantly  金 加 好 |
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ssw518
Supreme |
05-Aug-2025 07:46
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With small package operation moving to Tampine, due to enlarge capacity after upgrade from 100k to 300k. I seems like they should  try to sell the Singpost build or at least free up the space for rental collection, so far no updates on status after 30m fund allocated.  The result of this upgrade will be key for Singpost moving forward with better tech for productivity and efficency, and brings better return for the company. I think holder can dream of 4.5 cents for Nov given the huge cash Singpost is holding, my est is 600m, so 4.5 cents will be about 100m.  After Nov, next one will July 2026.  just my view / my dream / yours? you dyodd
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ssw518
Supreme |
04-Aug-2025 21:16
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Singpost Div is July and Nov base on past. That' s why retail are reluctant to sell even shortist is shorting  everyday as early as 9am to 9.30am. 600+m cash on hand to give out, if they do not have plan on aquisition or expansion in near term, on the other hand, they otw to sell their shophouse for 50m, known to market, pending confirmation. dyodd
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Cadence88
Veteran |
04-Aug-2025 20:09
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xD liao lor
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Tob231
Elite |
04-Aug-2025 19:28
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金 加 好 . 好 时 光 不 可 错 过 , 快 来 喽 | ||||
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ysh2006
Supreme |
04-Aug-2025 10:54
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Hope some one will buy more at this price ! dividend money coming soon...
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HuatAh7898
Supreme |
03-Aug-2025 14:13
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For me after the special dividend, holding this counter is for the next even bigger special dividend to take place
If the price can go lower from 49 I will scoop more
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spore1
Supreme |
03-Aug-2025 11:50
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I think 46 cents may come back as this was the price she was trading before the news about the Australia business divestment. Not much business grow and profit is getting lower . The only thing that keeps the price holding up is the unlocking or selling more assets or business! This is a sunset business.. sooner or later it may be.... | ||||
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moonsun
Veteran |
03-Aug-2025 11:39
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They only invest overseas and ok to lose $.
Local stocks.. they wont touch
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Star88
Member |
03-Aug-2025 08:54
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If the government privatize it through Temasek, it will add a 10% premium and offer 55cents based on the curren trading price. | ||||
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spore1
Supreme |
02-Aug-2025 10:37
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I think Many are waiting for ah Kong to privatize it..
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Star88
Member |
02-Aug-2025 10:33
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Alibaba was lucky that shareholders rejected its offer at 77 cents in 2021. Four years later, it became a junk stock. | ||||
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7ocean
Master |
01-Aug-2025 10:52
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You still waiting for Pasar Malam price... Now here you are...
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