| Latest Forum Topics / SingPost Last:0.315 -- |
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SingPost
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Alignment
Elite |
24-Feb-2026 10:00
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This is all hypothetical of course, but one futher consideration might be that as this is more of a mom-and-pop share and if Temasek is the end buyer, they would look to do a fairer deal than the privatisations by private individuals you often see on SGX. To that end, perhaps around $0.55-0.6 is a win win for everyone. Does not create a stink that the government is shortchanging hard working citizens, but leaves Temasek with a lot of upside on the shares they are buying. | ||||||||
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TA_Expert
Supreme |
24-Feb-2026 00:37
Yells: "The World has changed" |
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Delist at $0.60? lol......SingPost managment is too kind and generous.  |
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Alignment
Elite |
24-Feb-2026 00:21
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That' s the Sep 25 book value you are looking at giving you just over 60 cents so that' s a starting point, but one needs to make the appropriate adjustments to get to the actual realisable value if someone like Temasek owns it and does what it wants with it. For instance since Sep 25 Singpost sold those HDB properties which were in the accounts at historical cost at a price at 5x that, adding another 2 cents to the Sep 25 book value. What other hidden treasures are there that can be realised?
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noslen
Veteran |
23-Feb-2026 22:53
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I think the company has about $594m cash with $350m debt and equity is currently $1.38b so the value should be around 60cts so am I missing something?
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Alignment
Elite |
23-Feb-2026 20:07
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Yes that is what I think as well. It makes the most sense for all stakeholders - Temasek, Singpost minority shareholders, employees, all of Singapore in terms of having a postal service. Ultimately if Singapore wants to have a postal service that is run as a public service then that is best left in public hands. Meanwhile the share price is much lower than the value of the assets within the entity, and that value uplift can be shared between everyone in an equitable way.
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noslen
Veteran |
23-Feb-2026 12:56
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Sold HDB shops for 55m and sold Famous Holdings for 177m (bag 104m in cash)... looking more likely that it will walk down the same path as SPH eventually.
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HVRRVH
Elite |
23-Feb-2026 11:49
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I have 100,000 shares with average cost around $0.4. Just lock it away and accumulate again if it hit $0.35 but I suspect it may not get there as it has real estate assets to serve as back up, last resort to liquidate them and call it a day if SingPost really cannot turn its businesses around. They taken small step to turn the assets to cash while not affecting their operations as in the case of selling the HDB shops to Union Gas boss? Let' s wait and see what they do next. 
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Alignment
Elite |
23-Feb-2026 11:09
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Someone at Temsasek is definitely holding the bag for this. The fact they are making money elsewhere does not mean their losers are ignored. Look what happened with FTX. Temasek' s other option is just to dump it all, but they have' nt or potentially cannot, so they need to turn it round.
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noslen
Veteran |
23-Feb-2026 10:49
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Both new Chairwoman and new CEO are assigned by the major shareholder to sort it out so let's see what are the plans. I believe these folks will be more efficient than those in Starhub 😂
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TA_Expert
Supreme |
23-Feb-2026 00:52
Yells: "The World has changed" |
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No, Temasek and GIC are busying buying up AI stocks globally. SingPost is no longer sexy, so why waste time on it. AI is the sexy now. A push by the govt now. They will invest into AI stoccks globally, 
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Alignment
Elite |
22-Feb-2026 20:51
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The question I have is presumably someone at Temasek is under pressure for being responsible for this underperforming investment. At some point they will have to sort this out. | ||||||||
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TA_Expert
Supreme |
20-Feb-2026 23:36
Yells: "The World has changed" |
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You are comparing a meme stock with SingPost.  ![]() Till one day SingPost becomes a meme stock, maybe got chance to go above $100, more expensive than DBS. Good to dream......Till then, this company is forgone. Even Alibaba cut losses and moved on.
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WxWxWx
Member |
20-Feb-2026 16:54
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Quite a few forumers asked about upside. For me, upside is an art. Look at GME US who went from $5 to over $100... as the stock is climbing nobody can know how high it can go.... For GME US, it completely went beyond everyone' s imagination. No forumers can imagine that the same event can happen in Singapore and go down in history on wikipedia. It may or may not be singpost who enjoyed so much short interest and short attention. |
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noslen
Veteran |
20-Feb-2026 16:22
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Yes was looking at the 1H report and last 1 year development and decided to go in at 39cts. The plan is to keep 6 months and keen to see how this goes. I see very limited downside for now though upside may not be super high. Yes saw the NAV is much higher than current price so hopefully it will go the SPH path as someone mentioned
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investshare
Supreme |
20-Feb-2026 15:43
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Downside probably limited now, maybe another 10%. But upside also not clear, how high can it go?
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alanchee
Senior |
20-Feb-2026 15:39
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If you are buying at current price point and is able to hold for say up to 1 year, probability of gain is much higher than loss. Even if it delists, you won' t lose  as NAV is higher than current price. Need patience, just wait and see if Management is able to come up with new business ventures,etc or hope for capital return as the company is cash rich.. | ||||||||
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Tob231
Elite |
20-Feb-2026 13:19
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go in the direction as SPH. The core biz transfers to a government-supported entity and sold off the remaining assets  not easy to operate a losing biz ... even Alibaba also exited  |
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noslen
Veteran |
20-Feb-2026 09:38
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Doesn't look like the short selling has done much impact to push the price down.
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ssw518
Supreme |
20-Feb-2026 09:04
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shortsell outstanding dated 6 Feb almost coming to 6%, let' s see what kind of update the new head give for coming Q. saw some news on property restriction for their flyers ads, might boost some mailing revenue, let' s see. hope the chief can grab this extra income.  
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noslen
Veteran |
20-Feb-2026 09:02
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One man's meat is another man's poison 😊
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