| Latest Forum Topics / SingPost Last:0.315 -- |
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Venture
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n3wbie
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09-Oct-2025 19:44
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SingPost short interest spikes on uncertain direction and smaller scale https://bt.sg/dgWd
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ssw518
Supreme |
09-Oct-2025 19:41
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Bro, transformation in SP is not for Postal or Post office, it can change into another kind of core business, question is to what and the cost of it, got money for the change? after change what will the new SP be? so far, it' s unknown, we only see cost cutting measure. In fact, Aust unit is running with credit facility which is about 60-70% of SP debt (5% interest, SG business about 3%) if i am not wrong, Transformation can also be running business with internal resources on debt driven...i dunno lnow. just saying, anyway good luck on your shorts outstanding / daily shorts.
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ssw518
Supreme |
09-Oct-2025 19:32
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shortsell 9/10 vol 4668.8k average px 0.4124 total vol traded 4923.6 mostly traded at 0.415 - closed 0.415 - outstanding shortsell ended 03/10 increase to 88.897m (3.95%) - base on some reports, it say it will takes 900+ days to cover the position w/o triggering sharp rise in px Singapore Post Stock Short Interest Report | OTC:SPSTF | Benzinga - BT also have some coverage on massive short  SingPost short interest spikes on uncertain direction and smaller scale - The Business Times - overall we still see shortist trying very hard to push the px down with more shorts at 0.41 - bal on data, shortsell increase 20m from 19/9 to 3/10, week px range 0.42-0.44, not whenever we see 0.42, sell Q pop with million sell in 1 order follow by selldown. - latest shortsell report show only 1m increase in week ending    3/10 from previous week with 54.2m traded - looks like short fund are selling and buying from each other while pressing the px lower just sharing
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BinderyT
Elite |
09-Oct-2025 15:34
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Yes.   If it' s a straightfowarding exercise, you will not see a huge disparity between those who succeede (Deutsche Post, Japan Post, La Poste) and Singpost.  
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kepoh88
Veteran |
09-Oct-2025 14:03
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Please lah..transformation since day one.. Is running Post office rocket science?😀 | ||||
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Tob231
Elite |
09-Oct-2025 12:13
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You may have missed this " Portfolio management decisions by shareholders are  independent  and  do not reflect on SingPost' s business and future plans.  The company remains focus on executing its transformation agenda and delivering value to all stakeholders." SingPost has been undergoing transformation, shifting from traditional mail toward logistics, ecommerce solutions, international parcel delivery, etc) Don' t cry for me, Alibaba .... Portfolio decisions are independent which means they are based on their own financial strategies, risk appetite ...  Don' t conflate market movement with company' s actual progress. Why was Group Chairman appointed first as well as the COO ?  Do you think they are waiting for the Group CEO for the agenda .....  Large fund investors, institutions, or even individuals are selling and buying .... do you think tehy are guessing or would they have a cup of coffee ....  Don' t miss the opportunity and see red and getting your blood pressure up ....  |
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BinderyT
Elite |
09-Oct-2025 11:17
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New CEO will only take effect 1 Nov. You might want to hear his vision and plan before buy/sell.   Those in the red, suggest go do other things.   No point monitoring prices and getting your blood pressure up.   Institutions will not make any move before hearing Singpost' s new vision/strategy so any price movement now is just retail noise. |
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Tob231
Elite |
09-Oct-2025 10:53
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忍 耐 ~ 你 要 忍 耐 . 你 要 忍 耐 . 忍 耐 ~ 追 求 幸 福 你 要 学 习 忍 耐 ~ 忍 耐 ~ 追 求 幸 福 你 要 学 习 忍 耐 ~ 忍 耐   不 要 忘 记 在 忍 耐 的 时 候 要 记 得 , 千 万 要 记 得 买  
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ssw518
Supreme |
09-Oct-2025 08:53
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shortsell 8/10 vol 4153.8k average px 0.4143 mostly traded at 0.415 closed 0.415 with trsding of 10950k - more shortsell at 0.41 to pess on buyer - buying interest seems to increase at 0.415 as well let' s see how market wanna move today. just sharing
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hmphie
Veteran |
08-Oct-2025 10:49
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Agree
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ssw518
Supreme |
08-Oct-2025 08:10
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In stock market, every single stock is affected by sentiment la, As for Singpost, more focus on valuation as everyone is expecting a major change due to asset sale, which tie to valuation. Just like Ascendars, it' s sentiment as well due to they aquire assets below " valuation" of 3%. Depends on the play, if you look at  1) div = shout for yeild 2) px surge movement = talk about gowth, asqusition etc 3) Asset sale / return of investment / sp div = valuation. 3 years back, still in / just come out of the covid wood, most share px are still depressed / under valuation as well as business sentiment for some. Why that someone sell at 38, we do not know but he did missed at least 10 cents from div and might even sell higher at 43 like Alibaba, which give him easily 40% more money even if he the high of rebound. just my view to tcss
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ssw518
Supreme |
08-Oct-2025 07:46
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7/10 shortsell vol 4339.3 average px 0.4149 total vol traded 11444k mostly traded at 0.415,  - still see the same style from short selling at 0.415 early in the morning and stack up of sell Q - some buying interest at 0.42 before one mouth sell down at 0.415 - total volume increase 2x as well as shortsell. - looks like shortsell is determine / see a need to press down the px just sharing
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Asdfgh101
Member |
08-Oct-2025 05:15
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As stated, pay some experts to come in tp turn the company around, Micheal maple tree Smith and meng GLP Mei turned HKL around within 18 months and doubled the share price. .SingPost is going the SPH route...dragging shareinvestors into the irrelevance of yesterday...New CEO? Quiet as a mouse and dosent have the resume and presence | ||||
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luckyguy3
Master |
07-Oct-2025 22:15
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I really do not understand. When Singpost was trading at 38 cents 2-3 years ago (at the time when the eyebrow plucker Steven Lim sold at 38 cents). Then Singpost included the Australia business + the Singpost building etc, I do not see users here saying valuations look attractive etc... Now during a bull run, even AFTER Selling the Australia business and dividends given out, I see so many users saying 42 cents is way undervalued etc.. Is all about sentiment and not valuation. If it is about valuation, I would have seen many users here shouting to buy Singpost at 38 cents but instead it was sell singpost then which Steven Lim saw and sold. Strange world.   |
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n3wbie
Elite |
07-Oct-2025 21:27
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Valuations look attractive be it by nav or p/b metrics but the problem lies with how that value can be realised or unlocked? Equally, there isnt any growth drivers given that the AU business which they acquired and integrated has now been sold. Apart from the building of which it is not their expertise to be a landlord, the SG business is arguably hard to justify as being a growth driver as they are just streamlining operations to try to be ebitda breakeven.  Unsure what others think but the key concern for this stock is how and when the value can be realised be it with asset sale or whatever means and making sure shareholders enjoy those realised returns. |
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Tob231
Elite |
07-Oct-2025 20:27
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Alibaba left a note for all the shareholders of Singpost ..... don' t cry for me Alibaba  it is for your good that I am leaving ... take heart, don' t cry ... better days are before you  Let me leave you with this song  阿 里 阿 里 巴 巴 阿 里 巴 巴 是 个 快 乐 的 青 年 oh oh oh oh 芝 麻 开 门 芝 麻 开 门 |
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arkan1111
Veteran |
07-Oct-2025 17:18
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This stock similar to YZJ Fin, Ah Moh roti stupidly threw the share to 0.3 but the share worth at least SGD1.00. Singpost ifis consider its main building worth at least SGD0.50, but ah tiong ahfoolbaba sold out cheap cheap to 0.42. Let see how is the next result
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honesty
Master |
07-Oct-2025 17:05
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price below 0.45 to 0.5 indeed worth investing, surely somehow the top shareholders would strangle for a juicy perforrmance otherwise those running it might be shown the door | ||||
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HVRRVH
Elite |
07-Oct-2025 16:31
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Accumulated more at $0.415. Not to say this is a good potential stock because its value now lies solely on its NAV. However, most other stocks run up already and can average up ones also average up one liao so even though this sick post may still drop a bit but I am taking a chance. Huat if it go back up to at least $0.475.  | ||||
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mav1ryan
Veteran |
07-Oct-2025 16:19
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Just my thoughts. 1) The current price with price to NAV of 0.60 is already very low, considering SingPost has a building to sustain their value. 2) I think $0.40 has hit a reasonable low price, any lower will make the price ridiculous to be viewed at. 3) I will not invest in SingPost as I am lazy to watch the market and therefore rely on long time investing with dividends. The continuous down trends of SingPost price is not giving me any good feel and especially dividends are miserable... earnings is poor. Overall the $0.40 looks attractive, but I won' t buy into this stock.
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