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Latest Forum Topics / SingPost    Last:0.315 --  Post Reply
AnAn International ( 2020 Megastar)

MrBear12
Supreme
14-Mar-2026 19:38     
 
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 Alert Admin 		I think investors will lose a lot if Singpost is nationalised. Taken over by the govt. Investor interest is better served by turning this company around... And the Govt is not always the best manager of a company... Investors all over the world have lost when a company is taken over by Govt. bear would not want to see Singpost go to the Govt. The thought itself will depress the share price ... no wonder the share price has steadily fallen over the years when there is a possibility of Govt taking over... bear has never seen a company that is valued highly by the market when the market knows the govt is taking over. Singpost is just any ordinary company...

Alignment      ( Date: 14-Mar-2026 14:53) Posted:

I agree - there is an inherently political reason for there to be a delisting here too. Operating a loss making postage service creates a conflict for management and the board that gets worse the bigger the losses become. I don' t know when something will happen and what the catalyst will be (although I can make a guess) but the current situation does not seem sustainable.

vicloo      ( Date: 13-Mar-2026 10:08) Posted:

Postage services is an essential service, just like smrt. I guess gov has no choice not but to have this servicing available.
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Alignment
Elite
14-Mar-2026 14:53     
 
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 Alert Admin 		I agree - there is an inherently political reason for there to be a delisting here too. Operating a loss making postage service creates a conflict for management and the board that gets worse the bigger the losses become. I don' t know when something will happen and what the catalyst will be (although I can make a guess) but the current situation does not seem sustainable.

vicloo      ( Date: 13-Mar-2026 10:08) Posted:

Postage services is an essential service, just like smrt. I guess gov has no choice not but to have this servicing available.

BinderyT      ( Date: 13-Mar-2026 07:45) Posted:

SPH delisting and keeping it under government private control is for political reasons.

There is zero incentive to pay a premium and take SingPost private
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vicloo
Supreme
13-Mar-2026 10:09     
 
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 Alert Admin 		Hope we rise back to 40c before government offer to privatise.

BinderyT      ( Date: 13-Mar-2026 07:45) Posted:

SPH delisting and keeping it under government private control is for political reasons.

There is zero incentive to pay a premium and take SingPost private.

JurongW      ( Date: 08-Mar-2026 15:27) Posted:

SingPost Delisting Valuation Scenarios

If SingPost were delisted today, analysts suggest shareholders could expect a buyout offer in the range of S$0.50&ndash S$0.55 per share, translating to a market cap of about S$1.1&ndash 1.2 billion. This would represent a 40&ndash 55% premium over its current trading price of S$0.35.

Delisting Scenarios for SingPost

Scenario Valuation per Share (S$) Market Cap (S$ million) Premium vs Current Price Premium vs Current Market Cap
Optimistic 0.60 1,350 +71% +72%
Base Case (Low) 0.50 1,100 +43% +40%
Base Case (High) 0.55 1,200 +57% +53%
Pessimistic (Low) 0.40 880 +14% +12%
Pessimistic (High) 0.45 950 +29% +21%
---

Key Drivers of Valuation

- NAV Discount: Analysts typically apply a ~20% discount to net asset value, similar to SPH&rsquo s delisting.
- Asset Monetisation: The value hinges on whether SingPost can unlock cash from SingPost Centre and other property holdings.
- Growth vs Hollowing Out: If reinvestment into logistics/e-commerce succeeds, valuations lean toward the optimistic scenario. If divestments continue without reinvestment, the pessimistic case becomes more likely.
 

Comparison with SPH

- SPH (2021): Delisted at a ~40% premium after spinning off its media arm and monetising property assets.
- SingPost (2026): Similar trajectory&mdash shrinking core business (domestic mail), divestments of growth assets (FMH, freight forwarding), and reliance on property NAV.
 

Risks & Trade-Offs

- Short-term gains vs long-term sustainability: Investors may welcome a premium buyout, but SingPost risks losing its growth engines.
- Regulatory approval: Any delisting would require shareholder and regulatory consent.
- Market sentiment: Weak earnings (Q1 FY26 operating profit down 60% y-o-y) make a delisting offer more attractive to investors.

Bottom line: If SingPost follows SPH&rsquo s path, a delisting offer around S$0.50&ndash S$0.55 per share is the most realistic base case, with upside if assets are fully monetised and downside if mail decline accelerates.
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vicloo
Supreme
13-Mar-2026 10:08     
 
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 Alert Admin 		Postage services is an essential service, just like smrt. I guess gov has no choice not but to have this servicing available.

BinderyT      ( Date: 13-Mar-2026 07:45) Posted:

SPH delisting and keeping it under government private control is for political reasons.

There is zero incentive to pay a premium and take SingPost private.

JurongW      ( Date: 08-Mar-2026 15:27) Posted:

SingPost Delisting Valuation Scenarios

If SingPost were delisted today, analysts suggest shareholders could expect a buyout offer in the range of S$0.50&ndash S$0.55 per share, translating to a market cap of about S$1.1&ndash 1.2 billion. This would represent a 40&ndash 55% premium over its current trading price of S$0.35.

Delisting Scenarios for SingPost

Scenario Valuation per Share (S$) Market Cap (S$ million) Premium vs Current Price Premium vs Current Market Cap
Optimistic 0.60 1,350 +71% +72%
Base Case (Low) 0.50 1,100 +43% +40%
Base Case (High) 0.55 1,200 +57% +53%
Pessimistic (Low) 0.40 880 +14% +12%
Pessimistic (High) 0.45 950 +29% +21%
---

Key Drivers of Valuation

- NAV Discount: Analysts typically apply a ~20% discount to net asset value, similar to SPH&rsquo s delisting.
- Asset Monetisation: The value hinges on whether SingPost can unlock cash from SingPost Centre and other property holdings.
- Growth vs Hollowing Out: If reinvestment into logistics/e-commerce succeeds, valuations lean toward the optimistic scenario. If divestments continue without reinvestment, the pessimistic case becomes more likely.
 

Comparison with SPH

- SPH (2021): Delisted at a ~40% premium after spinning off its media arm and monetising property assets.
- SingPost (2026): Similar trajectory&mdash shrinking core business (domestic mail), divestments of growth assets (FMH, freight forwarding), and reliance on property NAV.
 

Risks & Trade-Offs

- Short-term gains vs long-term sustainability: Investors may welcome a premium buyout, but SingPost risks losing its growth engines.
- Regulatory approval: Any delisting would require shareholder and regulatory consent.
- Market sentiment: Weak earnings (Q1 FY26 operating profit down 60% y-o-y) make a delisting offer more attractive to investors.

Bottom line: If SingPost follows SPH&rsquo s path, a delisting offer around S$0.50&ndash S$0.55 per share is the most realistic base case, with upside if assets are fully monetised and downside if mail decline accelerates.
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BinderyT
Elite
13-Mar-2026 07:45     
 
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 Alert Admin 		SPH delisting and keeping it under government private control is for political reasons.

There is zero incentive to pay a premium and take SingPost private.

JurongW      ( Date: 08-Mar-2026 15:27) Posted:

SingPost Delisting Valuation Scenarios

If SingPost were delisted today, analysts suggest shareholders could expect a buyout offer in the range of S$0.50&ndash S$0.55 per share, translating to a market cap of about S$1.1&ndash 1.2 billion. This would represent a 40&ndash 55% premium over its current trading price of S$0.35.

Delisting Scenarios for SingPost

Scenario Valuation per Share (S$) Market Cap (S$ million) Premium vs Current Price Premium vs Current Market Cap
Optimistic 0.60 1,350 +71% +72%
Base Case (Low) 0.50 1,100 +43% +40%
Base Case (High) 0.55 1,200 +57% +53%
Pessimistic (Low) 0.40 880 +14% +12%
Pessimistic (High) 0.45 950 +29% +21%
---

Key Drivers of Valuation

- NAV Discount: Analysts typically apply a ~20% discount to net asset value, similar to SPH&rsquo s delisting.
- Asset Monetisation: The value hinges on whether SingPost can unlock cash from SingPost Centre and other property holdings.
- Growth vs Hollowing Out: If reinvestment into logistics/e-commerce succeeds, valuations lean toward the optimistic scenario. If divestments continue without reinvestment, the pessimistic case becomes more likely.
 

Comparison with SPH

- SPH (2021): Delisted at a ~40% premium after spinning off its media arm and monetising property assets.
- SingPost (2026): Similar trajectory&mdash shrinking core business (domestic mail), divestments of growth assets (FMH, freight forwarding), and reliance on property NAV.
 

Risks & Trade-Offs

- Short-term gains vs long-term sustainability: Investors may welcome a premium buyout, but SingPost risks losing its growth engines.
- Regulatory approval: Any delisting would require shareholder and regulatory consent.
- Market sentiment: Weak earnings (Q1 FY26 operating profit down 60% y-o-y) make a delisting offer more attractive to investors.

Bottom line: If SingPost follows SPH&rsquo s path, a delisting offer around S$0.50&ndash S$0.55 per share is the most realistic base case, with upside if assets are fully monetised and downside if mail decline accelerates.
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investshare
Supreme
13-Mar-2026 07:38     
 
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 Alert Admin 		Intangible asset like goodwill will be written off.
Minus the loan, I don?t think NAV is still high.
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MrBear12
Supreme
13-Mar-2026 07:38     
 
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 Alert Admin 		their key asset is their reputation as the oldest institution in Singapore. what company has given rise to POSB? Trade with old institutions... Bear believes they will be replaced ... unless they are royalty.
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investshare
Supreme
13-Mar-2026 07:33     
 
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 Alert Admin 		What is the NAV?
What is their key asset other than the HQ building?
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MrBear12
Supreme
13-Mar-2026 07:29     
 
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 Alert Admin 		no. it's downstream...



7ocean      ( Date: 12-Mar-2026 10:25) Posted:

Singport transactions have suddenly increased. I believe this stock will move upstream soon
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honesty
Master
12-Mar-2026 16:53     
 
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 Alert Admin 		timely to delist with the ongoing war that is not going to end till perhaps end 2026, majoriy shareholder will benefit tremendously and can start looking around sometime later for purchase of good institutions, should not procrasinate

JurongW      ( Date: 08-Mar-2026 15:27) Posted:

SingPost Delisting Valuation Scenarios

If SingPost were delisted today, analysts suggest shareholders could expect a buyout offer in the range of S$0.50&ndash S$0.55 per share, translating to a market cap of about S$1.1&ndash 1.2 billion. This would represent a 40&ndash 55% premium over its current trading price of S$0.35.

Delisting Scenarios for SingPost

Scenario Valuation per Share (S$) Market Cap (S$ million) Premium vs Current Price Premium vs Current Market Cap
Optimistic 0.60 1,350 +71% +72%
Base Case (Low) 0.50 1,100 +43% +40%
Base Case (High) 0.55 1,200 +57% +53%
Pessimistic (Low) 0.40 880 +14% +12%
Pessimistic (High) 0.45 950 +29% +21%
---

Key Drivers of Valuation

- NAV Discount: Analysts typically apply a ~20% discount to net asset value, similar to SPH&rsquo s delisting.
- Asset Monetisation: The value hinges on whether SingPost can unlock cash from SingPost Centre and other property holdings.
- Growth vs Hollowing Out: If reinvestment into logistics/e-commerce succeeds, valuations lean toward the optimistic scenario. If divestments continue without reinvestment, the pessimistic case becomes more likely.
 

Comparison with SPH

- SPH (2021): Delisted at a ~40% premium after spinning off its media arm and monetising property assets.
- SingPost (2026): Similar trajectory&mdash shrinking core business (domestic mail), divestments of growth assets (FMH, freight forwarding), and reliance on property NAV.
 

Risks & Trade-Offs

- Short-term gains vs long-term sustainability: Investors may welcome a premium buyout, but SingPost risks losing its growth engines.
- Regulatory approval: Any delisting would require shareholder and regulatory consent.
- Market sentiment: Weak earnings (Q1 FY26 operating profit down 60% y-o-y) make a delisting offer more attractive to investors.

Bottom line: If SingPost follows SPH&rsquo s path, a delisting offer around S$0.50&ndash S$0.55 per share is the most realistic base case, with upside if assets are fully monetised and downside if mail decline accelerates.
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noslen
Veteran
12-Mar-2026 16:48     
 
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 Alert Admin 		Look more like a trap

7ocean      ( Date: 12-Mar-2026 10:25) Posted:

Singport transactions have suddenly increased. I believe this stock will move upstream soon
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7ocean
Master
12-Mar-2026 10:25     
 
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 Alert Admin 		Singport transactions have suddenly increased. I believe this stock will move upstream soon
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BullsAndBear
Veteran
09-Mar-2026 15:06     
 
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 Alert Admin 		Given SingTel already owns 22%, plus the cash hoard that SingPost has. The below potential scenario is not a really high bar for them to achieve. 
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noslen
Veteran
09-Mar-2026 12:37     
 
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 Alert Admin 		Will very much determine by what the new CEO's recommendation to his ex bosses.

BullsAndBear      ( Date: 09-Mar-2026 10:31) Posted:

Its current dividend and ROE is too low to justify current listing. The best option is frankly delisting like the below table for current shareholders. Unless they can come out with a strategic growth plan by utilising their massive hoard of cash. The below scenario haven' t include the 50m gain on disposal from the shophouses, pending completion. 

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BullsAndBear
Veteran
09-Mar-2026 10:31     
 
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 Alert Admin 		Its current dividend and ROE is too low to justify current listing. The best option is frankly delisting like the below table for current shareholders. Unless they can come out with a strategic growth plan by utilising their massive hoard of cash. The below scenario haven' t include the 50m gain on disposal from the shophouses, pending completion. 
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noslen
Veteran
09-Mar-2026 08:37     
 
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 Alert Admin 		it's a big IF and what benefit the major shareholders is probably keep squeezing it through dividends rather than delisting.

JurongW      ( Date: 08-Mar-2026 15:27) Posted:

SingPost Delisting Valuation Scenarios

If SingPost were delisted today, analysts suggest shareholders could expect a buyout offer in the range of S$0.50&ndash S$0.55 per share, translating to a market cap of about S$1.1&ndash 1.2 billion. This would represent a 40&ndash 55% premium over its current trading price of S$0.35.

Delisting Scenarios for SingPost

Scenario Valuation per Share (S$) Market Cap (S$ million) Premium vs Current Price Premium vs Current Market Cap
Optimistic 0.60 1,350 +71% +72%
Base Case (Low) 0.50 1,100 +43% +40%
Base Case (High) 0.55 1,200 +57% +53%
Pessimistic (Low) 0.40 880 +14% +12%
Pessimistic (High) 0.45 950 +29% +21%
---

Key Drivers of Valuation

- NAV Discount: Analysts typically apply a ~20% discount to net asset value, similar to SPH&rsquo s delisting.
- Asset Monetisation: The value hinges on whether SingPost can unlock cash from SingPost Centre and other property holdings.
- Growth vs Hollowing Out: If reinvestment into logistics/e-commerce succeeds, valuations lean toward the optimistic scenario. If divestments continue without reinvestment, the pessimistic case becomes more likely.
 

Comparison with SPH

- SPH (2021): Delisted at a ~40% premium after spinning off its media arm and monetising property assets.
- SingPost (2026): Similar trajectory&mdash shrinking core business (domestic mail), divestments of growth assets (FMH, freight forwarding), and reliance on property NAV.
 

Risks & Trade-Offs

- Short-term gains vs long-term sustainability: Investors may welcome a premium buyout, but SingPost risks losing its growth engines.
- Regulatory approval: Any delisting would require shareholder and regulatory consent.
- Market sentiment: Weak earnings (Q1 FY26 operating profit down 60% y-o-y) make a delisting offer more attractive to investors.

Bottom line: If SingPost follows SPH&rsquo s path, a delisting offer around S$0.50&ndash S$0.55 per share is the most realistic base case, with upside if assets are fully monetised and downside if mail decline accelerates.
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JurongW
Elite
08-Mar-2026 15:27     
 
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 Alert Admin

SingPost Delisting Valuation Scenarios

If SingPost were delisted today, analysts suggest shareholders could expect a buyout offer in the range of S$0.50&ndash S$0.55 per share, translating to a market cap of about S$1.1&ndash 1.2 billion. This would represent a 40&ndash 55% premium over its current trading price of S$0.35.

Delisting Scenarios for SingPost

Scenario Valuation per Share (S$) Market Cap (S$ million) Premium vs Current Price Premium vs Current Market Cap
Optimistic 0.60 1,350 +71% +72%
Base Case (Low) 0.50 1,100 +43% +40%
Base Case (High) 0.55 1,200 +57% +53%
Pessimistic (Low) 0.40 880 +14% +12%
Pessimistic (High) 0.45 950 +29% +21%
---

Key Drivers of Valuation

- NAV Discount: Analysts typically apply a ~20% discount to net asset value, similar to SPH&rsquo s delisting.
- Asset Monetisation: The value hinges on whether SingPost can unlock cash from SingPost Centre and other property holdings.
- Growth vs Hollowing Out: If reinvestment into logistics/e-commerce succeeds, valuations lean toward the optimistic scenario. If divestments continue without reinvestment, the pessimistic case becomes more likely.
 

Comparison with SPH

- SPH (2021): Delisted at a ~40% premium after spinning off its media arm and monetising property assets.
- SingPost (2026): Similar trajectory&mdash shrinking core business (domestic mail), divestments of growth assets (FMH, freight forwarding), and reliance on property NAV.
 

Risks & Trade-Offs

- Short-term gains vs long-term sustainability: Investors may welcome a premium buyout, but SingPost risks losing its growth engines.
- Regulatory approval: Any delisting would require shareholder and regulatory consent.
- Market sentiment: Weak earnings (Q1 FY26 operating profit down 60% y-o-y) make a delisting offer more attractive to investors.

Bottom line: If SingPost follows SPH&rsquo s path, a delisting offer around S$0.50&ndash S$0.55 per share is the most realistic base case, with upside if assets are fully monetised and downside if mail decline accelerates.
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JurongW
Elite
08-Mar-2026 15:10     
 
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 Alert Admin
Seeking advice from MS-copilot

SingPost and SPH: Strategic Parallels and Risks
Yes, analysts see a real chance that SingPost could follow a path similar to SPH, as it has already begun divesting non-core businesses like its Australian logistics arm and freight forwarding unit. The concern is whether these sales, while unlocking cash, might hollow out its strongest assets&mdash just as SPH&rsquo s divestments eventually led to a major restructuring.

Why Analysts Draw Parallels to SPH

- SPH&rsquo s trajectory: SPH sold off multiple non-core businesses (property, malls, etc.) before eventually spinning off its media arm into a not-for-profit trust.
- SingPost&rsquo s current moves:
  - Sold Freight Management Holdings (FMH), its Australian logistics business, for A$1.02 billion (~S$867 million), unlocking a gain of S$289.5 million.
  - Divested its freight forwarding business, releasing S$104 million in cash and booking a disposal gain of S$10.5 million.
- Analyst view: If SingPost continues to shed profitable overseas assets without clear reinvestment strategy, it risks becoming a smaller, less competitive entity&mdash similar to SPH&rsquo s narrowing focus before its eventual restructuring.

Key Risks for SingPost

- Loss of growth engines: FMH was considered a &ldquo crown jewel&rdquo asset selling it reduces SingPost&rsquo s exposure to fast-growing e-commerce logistics in Australia.
- Reliance on domestic mail: The Singapore core business faces structural decline as letter volumes shrink.
- Investor perception: While divestments boost short-term cash and share price (shares hit a 3-year high after the freight sale), long-term sustainability is questioned.

Comparison: SPH vs. SingPost

Factor SPH SingPost
Core business decline Print media shrinking Domestic mail shrinking
Asset sales Divested property, malls, eventually spun off media Sold FMH (Australia), freight forwarding
Investor concern Hollowing out profitable assets Risk of losing growth engines
Outcome Media arm restructured into trust Still ongoing, but trajectory looks similar

Outlook

- Short-term: Investors benefit from cash unlocks and special gains.
- Medium-term: Without reinvestment into growth areas (e-commerce logistics, regional expansion), SingPost risks becoming a leaner but weaker company.
- Analyst warning: If SingPost continues divesting without a clear growth strategy, it could indeed replay SPH&rsquo s path&mdash shrinking to a shell of its former self before a major restructuring becomes inevitable.

lictenau      ( Date: 08-Mar-2026 09:49) Posted:

Any chance of this counter going the SPH path?

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lictenau
Member
08-Mar-2026 09:49     
 
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 Alert Admin 		Any chance of this counter going the SPH path?
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alanchee
Senior
04-Mar-2026 14:45     
 
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 Alert Admin 		Put in fridge temporarily. Currently focusing my firepower to buy 3 v safe stocks which I believe the run up is faster when the market rebound or recovers

investshare      ( Date: 04-Mar-2026 12:50) Posted:

So fast 10% down.
So question is, is this really the bottom?

investshare      ( Date: 20-Feb-2026 15:43) Posted:

Downside probably limited now, maybe another 10%. But upside also not clear, how high can it go
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