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ssw518 Supreme	23-Aug-2025 09:24        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This 1Q update will now serve as a baseline to decide your expectation on the div coming Nov. Just add up the key event base on news  update from 1 July,  1)  Asset Acquisitions and Disposals::Selective Capital Reduction of Alibaba Shares In Quantium Solutions International Pte. Ltd. - completed 2)  General Announcement::Announcement - news confirm, not completed 3)  Asset Acquisitions and Disposals::Sale of Famous Holdings Pte Ltd and Rotterdam Harbour Holding B.V. - completed General Announcement::Standard & Poor' s Research Update on SingPost depends on how you view it, while BB play up and down with your emotions   &bull Cash flow from operations of S$15 million-S$25 million over the 24 months to March 31, 2027. &bull Net cash proceeds of S$104 million from the sale of the freight forwarding business. &bull Annual capex of S$30 million-S$40 million over the 24 months to March 31, 2027. &bull Annual dividends of S$210 million-S$220 million over the next 12 months to March 31, 2026, and S$15 million-S$25 million over the next 12 months to March 31, 2027. This includes cash distributions to perpetual securities holders. The announced special dividend of S$203 million is included in the first 12-month period There is 3 way Singpost will end int from my view 1a) sell Singpost building and distribute special div 1b)  leaving Postal to gov or just cut off the business if gov donesn' t want to as mailing can still be done by fedex / DHL / any logistic etc as parcel, just cost to user is super expensive 1c)  keep with Logistic for local / international deliveries ==> can expext super high special div 2a) Keep Singpost building as cashcow to faciltate operation for mailing and logistic 2b) continue to streamline process and cost reduction ==> expect 2 years of good special div (9-10 cents) ==> then likely lower to 2-3 cents for 2 years ==> finally stable at 0.5-1 cents if nothing major changes, living on revenue Singpost building and breakeven on other segment    3a) Transform into a diff business space from mailing, logistic and property to either one or two of the 3 3b) both will require spending which they do have the cash on hand. 3c) If the tirn into property reits then special div will be warranted, but will required a lot of expertise, another way is JV, example putting Singpost building into another reits and becomes a part of share holders base on valuation / earning to the reits. ==> this one will be difficult to project as it will be very subjective to cost and return and current cash will be use ==> return will dpends on the investment route it decide to take Which ever method, base on current cash position and asset valuation, it spell good for Singpost. Hopefully the new CEO and the team can comes out with something even better then above as they are better expose with number and condition on the company as well as connectivities with the business world. just my view (vested hor so don' t trust me do DD and dream along) have a good weekend for thos vested ssw518      ( Date: 22-Aug-2025 19:23) Posted: Shortsell vol 2054.1k Average px 0.497 total volume traded 7113.8k looks like shortist short right into the start of the opening at 0.495, hoping for a big profit with news header but never dd on the detail of the report. 1) Freight Forwarding business, so now it make sense to dispose the asset  2) Operating expense reduce by 46 million on cost management (good news if do even more) 3) Operating profit reduced by 60% to 3.4% million vs market expectation of lose after disposing of asset. 4) Total liability drop 36 million from last FY report. 5) Singpost building, looks very impressive with occupancy on Mall (100%) and office space 97%,  should worth more if they decided to dispose it or they can continue to milk this cash cow 6) Net Cash on hand still at 378.5 million fter div issue. Follow that, the sale of asset and shophouse should bring extra cash od 150-220 million depends on how the classification of account (not expert in accounting) should see net cash of 520-600 million 7) moving forward The Group&rsquo s recent divestments are a pivotal step in reshaping SingPost towards a leaner and more focused business. These actions have strengthened its balance sheet, reduced debt, and enhanced its flexibility to respond to market opportunities. With a streamlined structure and resources concentrated on its postal & logistics business, and property, SingPost is better positioned to drive operational efficiency, grow and create sustainable value for stakeholders over the long term. SingPost continues to focus on building market share, maximising asset utilisation and enhancing its digital capability in the domestic delivery business. With the consolidation of international delivery operations into the business, SingPost is streamlining its infrastructure, operations and cost structure to enhance operational efficiencies.
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ssw518 Supreme	22-Aug-2025 19:23        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortsell vol 2054.1k Average px 0.497 total volume traded 7113.8k looks like shortist short right into the start of the opening at 0.495, hoping for a big profit with news header but never dd on the detail of the report. 1) Freight Forwarding business, so now it make sense to dispose the asset  2) Operating expense reduce by 46 million on cost management (good news if do even more) 3) Operating profit reduced by 60% to 3.4% million vs market expectation of lose after disposing of asset. 4) Total liability drop 36 million from last FY report. 5) Singpost building, looks very impressive with occupancy on Mall (100%) and office space 97%,  should worth more if they decided to dispose it or they can continue to milk this cash cow 6) Net Cash on hand still at 378.5 million fter div issue. Follow that, the sale of asset and shophouse should bring extra cash od 150-220 million depends on how the classification of account (not expert in accounting) should see net cash of 520-600 million 7) moving forward The Group&rsquo s recent divestments are a pivotal step in reshaping SingPost towards a leaner and more focused business. These actions have strengthened its balance sheet, reduced debt, and enhanced its flexibility to respond to market opportunities. With a streamlined structure and resources concentrated on its postal & logistics business, and property, SingPost is better positioned to drive operational efficiency, grow and create sustainable value for stakeholders over the long term. SingPost continues to focus on building market share, maximising asset utilisation and enhancing its digital capability in the domestic delivery business. With the consolidation of international delivery operations into the business, SingPost is streamlining its infrastructure, operations and cost structure to enhance operational efficiencies.
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PiRPiR Master	22-Aug-2025 12:18        PiRPiR About Contact  Quote this Post!
x 0   x 0  Alert Admin	11:53 PM EDT, 08/21/2025 (MT Newswires) -- Singapore Post's (SGX:S08) operating profit for the first quarter ended June 30 declined by 60% to SG$3.4 million from SG$8.4 million a year earlier, according to a Friday filing with the Singapore Exchange. Revenue, meanwhile, dropped 24% year over year to SG$162.2 million from SG$213.0 million, mainly due to a decline in international deliveries. Domestic delivery and international delivery declined 10% and 59%, respectively, during the period.
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kt3152 Supreme	22-Aug-2025 11:12        kt3152 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not bad got support at 50 despite the profit drop....
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Tob231 Elite	22-Aug-2025 10:58        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i sense sth is brewing .... the amount of selling down or pushing down. thankfully the supporters are ready to buy up .... patience endurance  金 加 好
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Tob231 Elite	22-Aug-2025 10:54        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sign of resilience ....  金 加 好
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Tob231 Elite	21-Aug-2025 08:18        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	it has been a while .... they have been pushing back .... announcement is in the horizon one has to get ready .... " the eagle is the bird that braves the storm while other birds are hiding." eagle will climb higher and higher until the storm is behind ..... higoo higoo ar-go-go  金 加 好 Tob231      ( Date: 17-Aug-2025 08:19) Posted: we have to be patience while they are ingesting .... higoo higoo .... neews is coming
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ssw518 Supreme	21-Aug-2025 08:01        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortsell 1193.7k average px 0.4999 still see few retail selling at 0.495,  more or less confirm shortist defending hard to hold px below 0.505, taking first sell down everyday from start of the morning trade due to low buy Q / support at 0.500, buy top up only when short put up buy order after low selling from retail. Meaning should trade sideway till meaningful news or developement from Singpost management. Trading range likely between 0.49-0.52. Meanwhile outstanding shortsell standing around 40m, which required them to pay overnight holding cost their position, so every drop in px counts for them. As for long position, every drop is paper lost but as long as you don' t sell, the game is still on, while hoping for nice div payout in Nov and potential SP building sale (will be the biggest boost to px) just my view ssw518      ( Date: 19-Aug-2025 19:02) Posted: shortsell1680.4k average px 0.4995 still see retail falling into the trap of shortist. saw some retail selling at 0.495, basically BB is doing left right porket with ease and easy money.
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ysh2006 Supreme	20-Aug-2025 08:37        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Continue to unload their non core properties get back money or venture new business than can survive ....
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ssw518 Supreme	19-Aug-2025 20:06        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like a good news, business as usual and all different shipments consolidated to just Speedpost Express Service or Speedpost Direct international for US. just my view hmphie      ( Date: 19-Aug-2025 19:43) Posted: 19 Aug 2025 New U.S. Shipping Updates. https://www.singpost.com/send-receive/service-announcements/new-us-shipping-updates As a result of new regulations from U.S. customs authorities, all items with commercial value shipped to the U.S., regardless of value, will now be subject to new duties and taxes starting 29 August 2025. To support these new requirements, SingPost has the following solutions available: For Retail Customers Retail customers can still send items with commercial value to the U.S. using our Speedpost Express service for international deliveries. This option is fully equipped to meet the latest customs requirements, which include duties and taxes payable by the recipient, and helps facilitate the smooth delivery of shipments. For Corporate Customers SingPost has introduced a new service, Speedpost Direct International in addition to our Speedpost Express service available for corporate customers. Dedicated account managers will be contacting customers to help them with this service. Please note that for the time being, SingPost will be suspending the acceptance of items with commercial value via our standard Post service for shipments to the U.S. from 25 August 2025 to ensure that shipments can reach the U.S. before 29 August when new regulations apply. The following services to the U.S. are impacted: Speedpost Priority, Speedpost Standard, Speedpost Economy, Registered Service (Air and Surface), Basic Package (Air and Surface) and ePac. Shipments of letter mail (documents with no declared value) via Post are not affected and will continue to be accepted as usual. SingPost will not be responsible for and the sender will bear all risks and liabilities associated with customs clearance for postal items containing items with commercial value sent to the U.S., including delays, returns, penalties, and confiscation. Thank you for your understanding and cooperation as we adapt to these new regulations. We remain committed to providing you with reliable and seamless service. Additional Information: Starting 29 August 2025, the U.S. will suspend the de minimis exemption for all international shipments. This means that duties and taxes will now apply to all imports to the U.S., including those valued at US$800 or less. New Mandatory Customs Information To ensure your shipments are not delayed, it is also now mandatory to provide a Country of Origin and a 10-digit Harmonised System (HS) code for each item in your shipment. What is a Country of Origin? This refers to the country where the item was manufactured or produced. What is an HS code? This is a globally standardised code used by customs authorities to classify products. You can find your product's HS code here: https://hts.usitc.gov
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hmphie Veteran	19-Aug-2025 19:43        hmphie About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	19 Aug 2025 New U.S. Shipping Updates. https://www.singpost.com/send-receive/service-announcements/new-us-shipping-updates As a result of new regulations from U.S. customs authorities, all items with commercial value shipped to the U.S., regardless of value, will now be subject to new duties and taxes starting 29 August 2025. To support these new requirements, SingPost has the following solutions available: For Retail Customers Retail customers can still send items with commercial value to the U.S. using our Speedpost Express service for international deliveries. This option is fully equipped to meet the latest customs requirements, which include duties and taxes payable by the recipient, and helps facilitate the smooth delivery of shipments. For Corporate Customers SingPost has introduced a new service, Speedpost Direct International in addition to our Speedpost Express service available for corporate customers. Dedicated account managers will be contacting customers to help them with this service. Please note that for the time being, SingPost will be suspending the acceptance of items with commercial value via our standard Post service for shipments to the U.S. from 25 August 2025 to ensure that shipments can reach the U.S. before 29 August when new regulations apply. The following services to the U.S. are impacted: Speedpost Priority, Speedpost Standard, Speedpost Economy, Registered Service (Air and Surface), Basic Package (Air and Surface) and ePac. Shipments of letter mail (documents with no declared value) via Post are not affected and will continue to be accepted as usual. SingPost will not be responsible for and the sender will bear all risks and liabilities associated with customs clearance for postal items containing items with commercial value sent to the U.S., including delays, returns, penalties, and confiscation. Thank you for your understanding and cooperation as we adapt to these new regulations. We remain committed to providing you with reliable and seamless service. Additional Information: Starting 29 August 2025, the U.S. will suspend the de minimis exemption for all international shipments. This means that duties and taxes will now apply to all imports to the U.S., including those valued at US$800 or less. New Mandatory Customs Information To ensure your shipments are not delayed, it is also now mandatory to provide a Country of Origin and a 10-digit Harmonised System (HS) code for each item in your shipment. What is a Country of Origin? This refers to the country where the item was manufactured or produced. What is an HS code? This is a globally standardised code used by customs authorities to classify products. You can find your product's HS code here: https://hts.usitc.gov
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ssw518 Supreme	19-Aug-2025 19:02        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	shortsell1680.4k average px 0.4995 still see retail falling into the trap of shortist. saw some retail selling at 0.495, basically BB is doing left right porket with ease and easy money.
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seanpent Supreme	19-Aug-2025 13:19        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wake up liao !
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Tob231 Elite	17-Aug-2025 08:19        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	we have to be patience while they are ingesting .... higoo higoo .... neews is coming
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ssw518 Supreme	15-Aug-2025 17:32        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Outstanding shortsell for last week increase by another 4m, now at 40m. MAS SPRS Public Portal
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ysh2006 Supreme	15-Aug-2025 10:28        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Waiting time next year ?....
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Mark001 Veteran	15-Aug-2025 09:49        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	The special dividend has been received. > 20% return, not bad! All along, just wait for the news on divestment of non-core assets. nothing else. MrBear12      ( Date: 15-Aug-2025 08:19) Posted: Waiting for a Savior to cause the sun to rise on this... halleluyah      ( Date: 15-Aug-2025 08:13) Posted: It' s a sunset industry..
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ssw518 Supreme	15-Aug-2025 08:40        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well, many wants to buy low la but company only worth 40 cents? the singpost building is 50 cents. best part it comes from bear who say property will worth more and more then hor 600m cash on hand not counted yet, plus equipment? Not forgetting Singpost is also invole in logistic not just mailing. Anyway, good if you can get 40 cent for a 27 cents if company decide to return all to share holders from the 600m cash. BTW Singpost is still making money just that ppl speculate it will be in a lost after selling the forwarding asset in Aus. Coming result will tell la, if 40 cents mean Bro Bear expect Singpost to lose about 200m for 6 month operation.... ....speechless
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MrBear12 Supreme	15-Aug-2025 08:19        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	Waiting for a Savior to cause the sun to rise on this... halleluyah      ( Date: 15-Aug-2025 08:13) Posted: It' s a sunset industry... MrBear12      ( Date: 15-Aug-2025 07:59) Posted: Yes, many tempted to sell this because no good news. 40 cents is a bu
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halleluyah Supreme	15-Aug-2025 08:13        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	It' s a sunset industry... MrBear12      ( Date: 15-Aug-2025 07:59) Posted: Yes, many tempted to sell this because no good news. 40 cents is a buy ssw518      ( Date: 14-Aug-2025 20:28) Posted: Shortsell 1313.8k average px 0.5046 it seems like shortsell is determined to short px  base on average px, mean, shey start shorting 0.500, saw some retail selling at 0.500.  dyodd, just sharing
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