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focusy Senior	25-Nov-2024 14:10        focusy About Contact  Quote this Post!
x 0   x 0  Alert Admin	At inflexion point, watch this company' s next moves. Analyst initiates coverage with bullish call https://www.nextinsight.net/story-archive-mainmenu-60/947-2024/15918-watch-this-companys-next-moves-at-inflexion-point-analyst-initiates-coverage-with-bullish-call
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Mark001 Veteran	25-Nov-2024 13:52        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	The upward trend is certain. It is only a matter of time before it reaches a new high. I am just waiting for the results of its Austrilian Busoness review. My own opinion. hmphie      ( Date: 25-Nov-2024 12:10) Posted: Maybank Securities has initiated coverage on Singapore Post S08with a "buy" call and sum-of-the-parts-based target price of 74 cents. In his Nov 25 note, analyst Jarick Seet calls the logistics and postal company "deeply undervalued". Seet points out that SingPost is underway in its bid to monetise and streamline its businesses. He sees "significant potential value" from two fronts: the sale of SingPost's Australia-based units such as Famous Holding. Next, SingPost Centre, which generates significant rental income from its retail space, and is valued at around $1.2 billion and can possibly be sold along with other properties over the next one to two years. Smaller properties that might be sold will come from the company's shrinking network of more than 40 post offices can be reduced by half, suggests Seet. According to Seet's estimates, SingPost might fetch between $0.9 billion to $1 billion from these divestments and can then use proceeds to pare down debt and thereby financing costs. SingPost now carries some A$600 million worth of debt at 5% tied to its Australian operations, implying financing costs of some $50 million a year. He says that several of Singapore's listed government-linked companies have undergone restructuring like Keppel and Sembcorp Industries U96and share prices have risen at least 18 to 150% since then. "We believe SingPost will follow suit," says Seet. "We expect further sharp rises in earnings and dividends from synergies and cost optimisation, as seen in 1H2025," says Seet, adding that "the conclusion of SGX?s review may also be a catalyst". Seet's SOTP-based valuation is at 86 cents per share but has applied a 15% holding company discount to derive his target price of 74 cents. SingPost shares closed at 54 cents on Nov 22, unchanged for the day but up 13.83% year to date. The Edge Singapore
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hmphie Veteran	25-Nov-2024 12:10        hmphie About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Maybank Securities has initiated coverage on Singapore Post S08with a "buy" call and sum-of-the-parts-based target price of 74 cents. In his Nov 25 note, analyst Jarick Seet calls the logistics and postal company "deeply undervalued". Seet points out that SingPost is underway in its bid to monetise and streamline its businesses. He sees "significant potential value" from two fronts: the sale of SingPost's Australia-based units such as Famous Holding. Next, SingPost Centre, which generates significant rental income from its retail space, and is valued at around $1.2 billion and can possibly be sold along with other properties over the next one to two years. Smaller properties that might be sold will come from the company's shrinking network of more than 40 post offices can be reduced by half, suggests Seet. According to Seet's estimates, SingPost might fetch between $0.9 billion to $1 billion from these divestments and can then use proceeds to pare down debt and thereby financing costs. SingPost now carries some A$600 million worth of debt at 5% tied to its Australian operations, implying financing costs of some $50 million a year. He says that several of Singapore's listed government-linked companies have undergone restructuring like Keppel and Sembcorp Industries U96and share prices have risen at least 18 to 150% since then. "We believe SingPost will follow suit," says Seet. "We expect further sharp rises in earnings and dividends from synergies and cost optimisation, as seen in 1H2025," says Seet, adding that "the conclusion of SGX?s review may also be a catalyst". Seet's SOTP-based valuation is at 86 cents per share but has applied a 15% holding company discount to derive his target price of 74 cents. SingPost shares closed at 54 cents on Nov 22, unchanged for the day but up 13.83% year to date. The Edge Singapore
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Mark001 Veteran	25-Nov-2024 10:52        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Broker' s CallsToday: Maybank initiates ' buy' call on ' deeply undervalued' SingPost with 74 cents target price https://www.theedgesingapore.com/capital/brokers-calls/maybank-initiates-buy-call-deeply-undervalued-singpost-74-cents-target-price
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domperrier Member	22-Nov-2024 17:27        domperrier About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Now that the brouhaha from profit takers & sceptics has been mostly shaken out with the price rising significantly over 2 months despite going ex-dividend, potential +ve developments are in the works to send the price back up to 60c, then perhaps 70c in 2025. Tamasick may need to sell so they can easily hire professionals to bring the price up to a more feasible level to pare without lo$ing too much of their investment.
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gosharej Senior	22-Nov-2024 16:31        gosharej About Contact  Quote this Post!
x 0   x 0  Alert Admin	the stamps/ pastage service price has increased, parcels sending are active now and for the next few months, profit should increase, plus the upcoming catalyst.  MrBear12      ( Date: 22-Nov-2024 16:04) Posted: Yes that is the next catalyst. But I need to warn you that this company and its staff pretty not motivated. They need a major overhaul in business and practice. Highly unimpressed by their service levels. Management is also incompetent and deflect blame. Such a company deserves to be whacked down by investors until they wake up their idea and brush up. Mark001      ( Date: 22-Nov-2024 15:48) Posted: Expected that the strategic decision on its Australian business will bring SingPost to the next high.
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MrBear12 Supreme	22-Nov-2024 16:04        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	Yes that is the next catalyst. But I need to warn you that this company and its staff pretty not motivated. They need a major overhaul in business and practice. Highly unimpressed by their service levels. Management is also incompetent and deflect blame. Such a company deserves to be whacked down by investors until they wake up their idea and brush up. Mark001      ( Date: 22-Nov-2024 15:48) Posted: Expected that the strategic decision on its Australian business will bring SingPost to the next high.
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Mark001 Veteran	22-Nov-2024 15:48        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Expected that the strategic decision on its Australian business will bring SingPost to the next high.
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BinderyT Elite	13-Nov-2024 15:03        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	LMFAO!   Then you are a liar since you are obviously shitting your pants with every little price dip :). Mark001      ( Date: 13-Nov-2024 12:45) Posted: What' s wrong with entering at 0.4x? Your simple-minded is only for fixed deposit,not here. I really laughed at you, who dare to comment on others with such low ability.   BinderyT      ( Date: 13-Nov-2024 11:25) Posted: Well, the point is that what is happening proved that you are wrong.   Nothing to do with whether I understand or not.
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Mark001 Veteran	13-Nov-2024 12:45        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	What' s wrong with entering at 0.4x? Your simple-minded is only for fixed deposit,not here. I really laughed at you, who dare to comment on others with such low ability.   BinderyT      ( Date: 13-Nov-2024 11:25) Posted: Well, the point is that what is happening proved that you are wrong.   Nothing to do with whether I understand or not.   Mark001      ( Date: 13-Nov-2024 11:07) Posted: !      You will never understand the point because you are so simple-minded. Stay away from me
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BinderyT Elite	13-Nov-2024 11:25        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well, the point is that what is happening proved that you are wrong.   Nothing to do with whether I understand or not.   Mark001      ( Date: 13-Nov-2024 11:07) Posted: !      You will never understand the point because you are so simple-minded. Stay away from me. BinderyT      ( Date: 12-Nov-2024 20:28) Posted: Hey, you kept saying Fed cut rates good for this and that ... but the opposite keep happening.   You said banks will go down but they are at ATH.   You said REITs will go up but all of them are coughing blood.   Why har
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Mark001 Veteran	13-Nov-2024 11:07        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	!      You will never understand the point because you are so simple-minded. Stay away from me. BinderyT      ( Date: 12-Nov-2024 20:28) Posted: Hey, you kept saying Fed cut rates good for this and that ... but the opposite keep happening.   You said banks will go down but they are at ATH.   You said REITs will go up but all of them are coughing blood.   Why har? Mark001      ( Date: 12-Nov-2024 17:31) Posted: The key is to closely follow the market trend instead of your own fixed thinking.Everything else is not a problem. Well, do what you want and DON' T do or comment what you don' t understand at all.
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domperrier Member	13-Nov-2024 07:28        domperrier About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Increased dividend, probabilities on balance [ > 55%] favour upside more than downside with pending developments. Buy!
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BinderyT Elite	12-Nov-2024 20:28        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hey, you kept saying Fed cut rates good for this and that ... but the opposite keep happening.   You said banks will go down but they are at ATH.   You said REITs will go up but all of them are coughing blood.   Why har? Mark001      ( Date: 12-Nov-2024 17:31) Posted: The key is to closely follow the market trend instead of your own fixed thinking.Everything else is not a problem. Well, do what you want and DON' T do or comment what you don' t understand at all.   BinderyT      ( Date: 12-Nov-2024 16:52) Posted: Ouch ....   Seriously, why do you keep buying the sunset companies?   Doesn' t it make more sense to buy the strong companies and sleep well at night
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Mark001 Veteran	12-Nov-2024 17:31        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	The key is to closely follow the market trend instead of your own fixed thinking.Everything else is not a problem. Well, do what you want and DON' T do or comment what you don' t understand at all.   BinderyT      ( Date: 12-Nov-2024 16:52) Posted: Ouch ....   Seriously, why do you keep buying the sunset companies?   Doesn' t it make more sense to buy the strong companies and sleep well at night? Mark001      ( Date: 08-Nov-2024 13:00) Posted: I still insist that this year is a key good turning point for SingPost. At least, it starts to make profits and distribute a little more dividend. Another thing to wait for is the result of its Australian business strategic review.
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BinderyT Elite	12-Nov-2024 16:52        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ouch ....   Seriously, why do you keep buying the sunset companies?   Doesn' t it make more sense to buy the strong companies and sleep well at night? Mark001      ( Date: 08-Nov-2024 13:00) Posted: I still insist that this year is a key good turning point for SingPost. At least, it starts to make profits and distribute a little more dividend. Another thing to wait for is the result of its Australian business strategic review.
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crazy_fave Senior	09-Nov-2024 10:53        crazy_fave About Contact  Quote this Post! Style: Combined   Yells: "crazy_fave"
x 0   x 0  Alert Admin	SingPost closed at 52c, up 1.5c on 08 Nov 2025.
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Mark001 Veteran	08-Nov-2024 13:00        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	I still insist that this year is a key good turning point for SingPost. At least, it starts to make profits and distribute a little more dividend. Another thing to wait for is the result of its Australian business strategic review.
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yuhanooi Member	07-Nov-2024 15:03        yuhanooi About Contact  Quote this Post!
x 0   x 0  Alert Admin	h-o-h results good, but may be below expectations. Can buy on dip, I think...dyodd. wehuattogether88      ( Date: 07-Nov-2024 14:31) Posted: What a dipped down for Singpost after posting their 1H results which is considered good with improved dividends. That is stock market. No sure UP but DOWN. This is maybe common in SGX...hahaha
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wehuattogether88 Supreme	07-Nov-2024 14:31        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What a dipped down for Singpost after posting their 1H results which is considered good with improved dividends. That is stock market. No sure UP but DOWN. This is maybe common in SGX...hahaha
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