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Cloud Investment?
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shk363
Elite |
25-Sep-2025 21:49
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no one wants the job so have to get someone internally... | ||||
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ysh2006
Supreme |
25-Sep-2025 21:36
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So later Singtel and Singpost will become one family loh.... | ||||
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HuatAh7898
Supreme |
25-Sep-2025 21:02
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Singpost appointed Singtel Mark Chong as group CEO | ||||
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alanchee
Senior |
25-Sep-2025 15:32
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Talking about SPH, I was a shareholder haha.. Back to Singpost, can see that management is trying its best to change/improve on its business model. Current cost optimisation measures such as tie up with Cheers does help though will not be of much effect. Just have to wait and see if there are any other plans coming up. Much talk on Singpost centre reit but I prefer that it be sold outright. Not now yet and probabaly mid next year bah.. If it does not materialise, then Reit can be the fallback option. As for Alibab, already write them off since they began disposing last year. Impact to sp will be mute, I think, if there is any further sale. In fact, its better that they sell off. Current sp I feel is undervalued and there is potential to rise, which is why I have been buying whenever it drops. Holding for at least a year or 2. Waiting and hoping for New CEO to fire her 1st shot of good news | ||||
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7ocean
Master |
25-Sep-2025 14:13
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We are waiting Ah Lian to announcement Good News | ||||
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BinderyT
Elite |
25-Sep-2025 12:22
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No, I own neither. My only interest in Singpost is that its way below book value and if management has a new playbook for recovery and growth, I will be keen to take a position.
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WxWxWx
Member |
25-Sep-2025 12:15
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Ok fair enough.. U purchased both SPH and its REIT at prices above their delisting price and that is why you had a negative experience. I purchased both SPH and its REIT at prices below their delisting price and that is why I had a positive experience. |
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BinderyT
Elite |
25-Sep-2025 12:04
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There will always be people who made and people who lost. But neither changed history of SPH. SPH was over $4 before REIT spin off. It then entered into multi-year decline to as low as $1. Shareholders got a lifeline when SPH was delisted at $2.4 and Paragon REIT was delisted at $0.98. In other words, the only thing that saved shareholders from massive losses was delisting. Want to fact check again?
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WxWxWx
Member |
25-Sep-2025 10:57
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Hey Bin~ There are investors who have made money from privatisation of SPH. It is only the media portion that is not viable and not the entire company... please get your facts right before posting. Similiar to SPH' s ex CEO famous quote of taking umbrage..... well ....u do offend people when you never fact check before posting at all... |
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BinderyT
Elite |
25-Sep-2025 10:17
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Be careful what you wish for. Just like AU sale, market might discount both capital loss + future profit loss. Similarly, if there' s news of seperating properties into a separate REIT, you run for the hills as it will be repeat of SPH.
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kepoh88
Veteran |
25-Sep-2025 10:05
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Who say Lazada and Alibaba using Singapost , ever you heard abount SF 顺 丰 国 际 , FedEx, DHL, Amazon , they have their own carrier, sorting centre , delivery platform to send door to door service to customer. |
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Tob231
Elite |
25-Sep-2025 07:53
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what you perceived as short, could be Alibaba continue too reduce its stake and some shortists are going along and buying at the same time (what an opportunity) since 5 Sept till today 25 Sept, the remaining 4.61% after all the selling likely marginal we should be hearing some new directive soon ... soon if seriously the management wants to sell SingPost Centre ... not a bad idea Paya Lebar Green put up for sale at nearly S$600m, after securing Visa as anchor tenant |
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ssw518
Supreme |
24-Sep-2025 19:06
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short sellvol 2380.1k average short px 0.424 total volume traded 12.3kk majority traded at 0.425 (91%） we are seeing more buying interest at 0.425 while short persist to press at 0.425 and 0.42. dyodd |
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ssw518
Supreme |
24-Sep-2025 09:38
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Bro, nothing wrong to buy cheap, may it be short cover or long holding. Long or shortist, it' s always buy low and sell high, this maths never change in stock market. good luck to you
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cmengchan
Senior |
24-Sep-2025 09:28
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1) I think Alibaba divestment of Singpost is positive for Singpost. I noticed only ecommerce sites like Lazada, Aliexpress (owned by Alibaba) uses Singpost. Others like Shopee, Shien, etc will not as Alibaba is their major competitormin ecommerce. Why support Alibaba by indirectly giving biz to Singpost. So, in a way, Singpost is handicapped by Alibaba ownership. The ecommerce landscape has changed and there are a lot more aggressive competitors. 2) Sites like Shopee that depends on an army of part timers for logistics will face risks. Just like Grab which used readily available private hire drivers to complete against ComfortDelgro, so when cars get more expensive, hidden costs like regulations and insurance were added, Grab lost their advantage of " cheap" gig workers. Ecommerce sites that depend solely on part timers for logistics will face similar issues since gig workers can move elsewhere, especially when labour costs are rising. There is also delivery standards of such part timers over established logistics operations like Singpost. https://www.stomp.sg/singapore-seen/how-our-parcels-are-mishandled?ref=singapore-seen |
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stockwatch8877
Senior |
24-Sep-2025 09:24
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Your news has no effect. Shorties are shooting down the shares price. The price may goes below 40c. Then I will consider. i am very cautious to buy.
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ssw518
Supreme |
24-Sep-2025 09:14
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With Cheers, it' s 24/7. expect a cut in headcount, cost effective? not sure yet as we do not know the detail of charges Cheers have on Singpost, my guess, expect a standard charges monthly and charges per item handled. with this can do away with all hdb SP shophouses. Can expect more money in SP, question still roll back to how / ahat they will do with it, sp div or reinvest? dyodd
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ssw518
Supreme |
24-Sep-2025 09:08
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rich ppl willing to pay will have a door-step delivery, congratz to you. But return cannot la, either you pay, self return or lucky is seller have free return services, if you do shop e-commance, a lot of them do have that in it especially more higher valued items, In fact, although I am happy about the self collection at HDB units, that' s only if that unit is not next door, inmagine everyday, you see strangers moving into that floor which you do not know teir real intension, finger cross nothing bad happen or that will be put a stop if neighnour start making concerns. Yes, so far shoppee is the only one making delivery till late night (after 10pm), delivery man are happy on the overtime, hopefully not another grab problem of long hour working in futures. still i say all this are speculative, let see how things move, the move to Cheer is clearly a cost cutting event, how effective, only next year then we can tell. dyodd.
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Tob231
Elite |
24-Sep-2025 08:30
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yes, that was in the past .... you have forgotten end of last year, a major overhaul of C-suite .... plus the sale of Australian logistics biz, shophouses etc the new team will make it relevant .... moving of operation from SingPost Centre to Tampines doing away with obsolete stuffs .... soon .... soon get excited ... soon ... soon have you bought the space shuttle .... please do so |
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investshare
Supreme |
24-Sep-2025 07:40
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Even in my work, I mostly received letter or parcel from Shunfeng, sometimes dhl, never singpost.
The key message here is that, singpost not only suffers because of traditional mail delivery, but they are already irrelevant in the new world. |
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