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SingPost
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Catrade
Master |
13-Apr-2025 14:58
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In 2024 and early 2025, SingPost had multiple CEO changes. The group CEO, Vincent Phang, was fired along with the group CFO and the CEO of the international business unit. Additionally, the CEO of SingPost Singapore, Shahrin Abdol any Salam, resigned. This resulted in a total of at least four CEO-level executive departures within a short period. Singapore has no talent, except many untested SAF generals! Instead of looking for another CEO, it&rsquo s better to sell it to foreign company since it still has good value, many loyal retail investors who suffer the erosion of its share price would be happy to take back their capital n if possible small profits . I believe all shareholders would be willing to surrender their shares to any buyer for between 80c to $1 per piece. Maybe Alibaba Investment Ltd which currently owned 11.22% might be interested&hellip just a suggestion!!! |
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n3wbie
Elite |
13-Apr-2025 08:57
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Who knows what new ' news' might come out in the next 24hrs! | ||||
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ysh2006
Supreme |
13-Apr-2025 05:32
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Maybe all banks might jump start ?
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SmallSmall
Supreme |
12-Apr-2025 23:07
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Big rally for equities on Monday. Trump has shown his weakness. | ||||
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Trader-101
Supreme |
12-Apr-2025 18:59
Yells: "Don't trust what i say, Trust your decisions. " |
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Agreed, there are many unknowns. Any special dividend given out at this juncture will definitely come at the expense of future EPS. Given that the share price is being held up by the special dividend optimism, it&rsquo s bound to fall after the special dividend. I dont think anyone will disagree because it&rsquo s clear that nobody has faith in the management (at least not yet) to lead the turnaround. Despite this, so many are overly excited over the prospect of special dividend when it&rsquo s clearly a zero-sum game. Be realistically excited. The only catalyst is the prospect of the new CEO (coming soon?) turning things around. But how to turn things around if huge special dividends are given out? How is SingPost going to raise the cash needed to pivot elsewhere? Either via share placement, debt issuance or selling assets. The first two options are negative for shareholders. That leaves the last option - selling assets which they likely would as mentioned. However, selling assets also means that SingPost will have to replace these revenue sources in a timely manner. SingPost centre revenue is stable. Without that asset - it will be another loss of stable revenue for SingPost. Surely SingPost can give 1-2 more special dividends from its future sale but the question is - After selling, whats next? if anyone believes the answer is - special dividends then dont invest in this, because the share price will not recover to pre dividend levels in the absence of catalysts. There can only be catalyst if the company have sufficient cash to do something else. However, SingPost simply does not have the excess capital to distribute, and the current business is not generating sufficient positive cash flow just yet&hellip how to justify any dividends beyond 50% profit payout ($0.06)? Sure, shareholders can continue pressuring management to issue special dividends. Just dont complain when share price fall after receiving special dividends. If management is not interested in doing SBB now, would they be interested or be able to do SBB after giving huge special dividends? DYODD
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n3wbie
Elite |
12-Apr-2025 17:48
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I guess with the key growth driver AU business gone, remaining Singapore business hardly at breakeven, the other cash flow generating asset is SingPost Centre which is really more real estate business than their core operating expertise. With so many senior execs who were the ones who turned around the business gone, not sure how are they realistically going to execute on the asset light strategy. It would take a lot to try and redeploy the cash into growing a new vertical. That will take time and while optionality brings value, it also carries cost - in this case, time cost. Monitoring on the side but the time cost will likely see shareholders pressuring them to return it back with special divs. | ||||
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Trader-101
Supreme |
12-Apr-2025 17:21
Yells: "Don't trust what i say, Trust your decisions. " |
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Seems like everyone wants the company to dismantle itself and sell off. The Board of Directors Chairman already confirmed that they will continue running the business as usual?even special dividend is not confirmed. How come suddenly special dividend become a sure thing already?
Why would the new CEO give unsustainable special dividend to shareholders? this will reduce the capital he can deploy. Lesser capital to deploy means lesser catalyst for the next few years?SingPost share will sink post dividend and revenue will decline further. So why would he do that? If he really does give huge special dividends for reasons unknown, then be prepared to see this crash post dividend because SingPost revenue and profit will definitely reduce due to the sale of Australian assets. Even if they distribute the profit gained, it will only amount to $0.12 per share. So why is anyone even expecting more than $0.12? Some still want SingPost to sell their jewel asset? very weird. If they sell it, how do they continue their logistic business? By the way, they recently just announced that they will invest 30 million to renovate and upgrade the their facility at Tampines - does it look like they will sell it? Rather than keep asking the company to sell off assets to pay special dividends, why not focus on what the company can possibly be doing to expand with the new capital? Lastly, based on what SingPost management have said, they plan to divest away SingPost centre and Famous Holdings. These indicate that the management is pivoting towards asset light strategy - the new trend in SGX. The future is exciting for SingPost ONLY IF they dont listen to shareholders that only wants SingPost to dismantle itself. Just have realistic expectations - dont be the liquidity for others to exit. There are many traders that are constantly talking up their counters in hope of luring others to buy in while they sell. Beware. Disclaimer: Not going to enter any positions, unless they declare that there will be no special dividends. Should there be a special dividend, it should be no more than $0.06 per share (50% profit gained payout). Also, no point shorting. |
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investshare
Supreme |
12-Apr-2025 09:57
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You guys are dreaming!
Trade war will reduce shipment. Singpost likely will say need to conserve cash. |
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luckyguy3
Master |
12-Apr-2025 03:04
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I think is based on the comment from the singpost chairman that Kayhian analyst made the prediction of 4.4 cents. So many ppl expect a huge special dividend i think if really 4.4 cents, the share price will tank seriously. Therefore there is a risk there. 
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Catrade
Master |
12-Apr-2025 00:47
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How calibre is this UOB KayHian analyst who thinks Singpost distribute 4.4c special dividend, n maintain same special dividend for 2026/2027..compare to Maybank KimEng analyst said : the stock currently trades way below his target price and a special dividend of " around SGD0.12-0.15/share" It may even be 17-20 cents/share? whoever is right, perhaps he could qualify for the next Singpost CEO! 😉 To all Singpost retail investors we hope or vote for bigger special dividend !! My hope is also for Singpost to sell Singpost center n distribute special dividend to loyal investors! or maybe privatise or sell Singpost to foreign company like what they did to NOL ! |
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luckyguy3
Master |
11-Apr-2025 19:51
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Kayhian says the special dividend may be 4.4 cents only leh. So many of u expect huge special dividend. IF really around 4 cents share price will drop right?  |
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Newcomer19707016
Veteran |
11-Apr-2025 16:13
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Those buy above $2++ no chance to unload already | ||||
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Catrade
Master |
11-Apr-2025 13:58
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It' s a shame! With no one in Singapore is capable of running this overly protected company for so many years, it' s better to sell it of like NOL so that retail investors can get back its real value... maybe can sell at $1/share. I believe many foreign companies n even Institutions/hedge funds would like to bid for it. | ||||
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7ocean
Master |
10-Apr-2025 15:17
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Europe Market resume confirm Flying... | ||||
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wehuattogether88
Supreme |
10-Apr-2025 15:11
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I also loaded @ 0.52 for special dividends | ||||
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7ocean
Master |
10-Apr-2025 14:19
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Load at 52 waiting for good Aussie asset | ||||
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MrBear12
Supreme |
10-Apr-2025 13:21
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Buy at 50 cents for 100 cents | ||||
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LoudShout
Master |
10-Apr-2025 11:45
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Question/Comment 2A shareholder noted that while the proposed disposal would produce short-term gains for SingPost and shareholders, the Board may want to look at long-term strategic objectives. The Chairman agreed that the long-term strategic objectives should prevail over short-term gain. However, as presented in the presentation, SingPost&rsquo s shares has been undervalued in the past five years, even after the Australia business was acquired. In the Board&rsquo s view, having received unsolicited offers for the Australian business and having undergone an international competitive bid process, the Board was of the view that the proposed divestment would unlock value for shareholders and was in the best interests of shareholders. |
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wehuattogether88
Supreme |
10-Apr-2025 11:36
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Singpost not that bad after all, they just have to declare the amount for the special dividend to payout will do the trick | ||||
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MrBear12
Supreme |
10-Apr-2025 09:52
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Honoured to meet a US trader
Never had the guts to trade US markets as my heart is too weak. But like you, I am long SGX Have always been and will always be...
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