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Tob231 Elite	05-Sep-2025 09:34        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	agree, big whale  holding the most shares is Singtel .... any change ????
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Jiyaji Senior	05-Sep-2025 09:28        Jiyaji About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you. Very good questions. 151 mill is about 6.7% of issued shares of 2.25 billion. So buyers' identity should be out soon.
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ssw518 Supreme	05-Sep-2025 09:19        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look at the amount, it' s a big player on the other hand who can sell that? few possibility, 1) Singtel who is the only one holding that amount of shares 2) Someone bough att the share from top 2-5 current SSH 3) proxies tranfer after collectingfor a long long time it' s going to be bad for shortsell who has open possition if it fall into 2 or 3. 50-50 if it' s in 1. Remember Ascendars, private placement at 2.47 and px push up to 2.8x. Yes, question is who buy and why he buy though it' s all depends on the buys' s negotitation' s skill, as he had just missed the 9 cents div. tonight we will know who, about 65 million sgd,  say, who will pay that amount if valuation is that bad w/o any prospec? just my view, dyodd hmphie      ( Date: 05-Sep-2025 09:04) Posted: More importantly, who bought? Jiyaji      ( Date: 05-Sep-2025 09:01) Posted: Married Deal $151 Million  shares at $0.428 - what is going on?
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hmphie Veteran	05-Sep-2025 09:04        hmphie About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	More importantly, who bought? Jiyaji      ( Date: 05-Sep-2025 09:01) Posted: Married Deal $151 Million  shares at $0.428 - what is going on?
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Jiyaji Senior	05-Sep-2025 09:01        Jiyaji About Contact  Quote this Post!
x 0   x 0  Alert Admin	Married Deal $151 Million  shares at $0.428 - what is going on?
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tccroy Elite	04-Sep-2025 13:52        tccroy About Contact  Quote this Post!
x 1   x 0  Alert Admin	Look like Singpost bottom price is 45.5
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kt3152 Supreme	04-Sep-2025 13:38        kt3152 About Contact  Quote this Post!
x 0   x 0  Alert Admin	該 賣 的 ， 都 賣 完 了 嗎 ？ 。 。 。 ,
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Tob231 Elite	03-Sep-2025 21:00        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i am not sure what you are discussing among both of you ... my understanding is Singpost' s debt level is manageable and low relative to its book value.  wow ... you are a veteran with decades investing in stocks. i' m a newbie like some of the good dividend coys .... hope Singpost will be in that category ....
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alanchee Senior	03-Sep-2025 19:46        alanchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	No worry, been investing in stocks for decades. Some made gains, some lose and some (mostly 2nd n 3rd liner) close shop. Last few years was fabulous. Thanks BinderyT      ( Date: 03-Sep-2025 11:37) Posted: Be careful, my friend.   Book value is simply assets less liabilities per share.   Market is forward looking and most stocks are priced above book value because future earnings are being priced in.   If it' s trading below book value, it means market is pricing in future losses or that assets are overvalued. alanchee      ( Date: 02-Sep-2025 13:48) Posted: Overlooked the 250M perpetual bond. Total equity of 1.6B after less 250M will be $1.35B and shares will be worth $0.60, right? Just bought more and hope to hear soon of the approval of 10 shophouses sale
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ssw518 Supreme	03-Sep-2025 18:51        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Latest with more details. good or bad,  you dyodd as everyone' s view is different. General Announcement::Standard & Poor' s Ratings Score Snapshot on SingPost
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BinderyT Elite	03-Sep-2025 11:37        BinderyT About Contact  Quote this Post!
x 0   x 1  Alert Admin	Be careful, my friend.   Book value is simply assets less liabilities per share.   Market is forward looking and most stocks are priced above book value because future earnings are being priced in.   If it' s trading below book value, it means market is pricing in future losses or that assets are overvalued. alanchee      ( Date: 02-Sep-2025 13:48) Posted: Overlooked the 250M perpetual bond. Total equity of 1.6B after less 250M will be $1.35B and shares will be worth $0.60, right? Just bought more and hope to hear soon of the approval of 10 shophouses sale
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Tob231 Elite	03-Sep-2025 09:23        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	黎 明 前 最 暗 时 候
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ssw518 Supreme	03-Sep-2025 08:22        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	it might be recorded as long term debt as Singpost is requuired to pay a mandate  of interest 4.25% per year, I can' t be sure but it made sense or there will  not be a clear relation to the interest payment / expenses Not an expert in accounting. Notice last 2 days there is some shift in short sell pattern closing px is higher than average / majority selling px. Looks like retail also start shorting and is into short BB right pocket. looking yesterday average px for short is 0.457, and a lot of 10/20/30/50 selling trade done at 0.455. Not advise to trade, either long and hold or short with cfd and hold depends on which you wanna stand. my view.   alanchee      ( Date: 02-Sep-2025 13:48) Posted: Overlooked the 250M perpetual bond. Total equity of 1.6B after less 250M will be $1.35B and shares will be worth $0.60, right? Just bought more and hope to hear soon of the approval of 10 shophouses sale
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Tob231 Elite	02-Sep-2025 14:57        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	aiyo not only you bebe also collecting .... everyone start to collect  news is otw .... don' t paiseh ... buffet lunch and dinner
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alanchee Senior	02-Sep-2025 13:48        alanchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Overlooked the 250M perpetual bond. Total equity of 1.6B after less 250M will be $1.35B and shares will be worth $0.60, right? Just bought more and hope to hear soon of the approval of 10 shophouses sale
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Tob231 Elite	02-Sep-2025 00:55        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Get ready for more good news to surface .... it is happening quite rapid  higoo higoo .... ar-go-go and soon tango .... and ready to go
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Tob231 Elite	02-Sep-2025 00:53        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Neo Su Yin' s credentials include  an MSc in Occupational Psychology from the University of Nottingham and graduate status from the U.S. Naval War College, along with a background as a Singapore Armed Forces Merit Scholar.Her career includes a long tenure in the  Republic of Singapore Navy,  where she served in various leadership roles, including commanding officer of a warship, and later held leadership positions at  SingPost, Changi Airport Group and dnata Singapore.  She is currently the Group Chief Operating Officer (GCOO) of SingPost.  She is probably suited for Group COO ... efficiency improvement & cost cutting which is rather important at this phase. Moving the operation from SingPost Centre to Tampines ... is a no brainer but the previous C-suites could have done it. But ......  New idea ... could be consider an innovation to cope with the change ... phasing out of SAM machine is another (not limited by current structures) ... toward a more goal-oriented mindset  [SINGAPORE] Singapore Post (SingPost) has introduced a new service for corporate customers to send parcels to the US after suspending standard postal services for commercial items sent there. The latter came into effect on Monday (Aug 25), ahead of the end to the so-called de minimis exemption this Friday. The company said only letter mail (documents with no declared value) can be sent via post. All other items to the US must be sent via Speedpost Express as it will meet new US regulations, it added in an Instagram post.
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Tob231 Elite	02-Sep-2025 00:40        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singpost Chairlady Teo Swee Lian stated that  her appointment as Chairlady-designate concludes the board renewal process and will enable her to lead the ongoing strategic reset and the Group CEO appointment for SingPost.She will assume the role of Chairlady at the conclusion of SingPost' s next Annual General Meeting (AGM), succeeding Simon Israel.    Hope the chairlady said about the CEO is not taken from textbook  :  " A successful new CEO requires a combination of strong leadership qualities, such as  emotional intelligence and  visionary thinking   the ability to innovate without constraint,  meaning they must be open to new ideas and not limited by current structures   and an enterprising mindset, which includes being goal-oriented, resilient, accountable, and  willing to take calculated risks to drive growth. ssw518      ( Date: 29-Aug-2025 14:59) Posted: Bro, you got the point right, it has a high dependent on Singpost building rental revenue. So the ceo chave very few options to move forward, 1) cost cutting / efficiency improvement, - postal profit is gone case we all know that, either gov takes over or closed shop, just when - pacel or packet shipment / delivery, very much depends on the new Tempine operation which increase productivities x3 with 30m investment. - gov and Singpost is still working on best option to keep it operate, they can buy over sset and Singpost becomes a service provider if gov does not want to take over entirely, this will keep Singpost listed as it it but they will need to buy over all asset related base on valuation for postal segment. Cannot be Singpost share as it include Singpost building, Cleaner way is split Singpost into 2 and gov privatise postal only and keep Singpost listed with Singpost building and Logistic operations. 2) unless CEO can turn entire company over to produce profit, Singpost building has to be sold - since option had been given previously and SSH is looking forward to it, CEO will need to justify a reason for change of plan, there is only one good reason acceptable, profit. In general, yes the theme retail (including myself) is looking at is special div on asset disposition, it has never been growth since start of 2025. A lot of focus is on valuation rather than px movement, mainly it' s diff from investor M& A  or SSH buying / taking over to privatise where offerer quote a px. We are looking into fully liquidate and return all money to investors, not easy as abc, as it consist of 1) Postal 2) Logistic  3) Property rental all 3 cannot be fully integrate for dispose as one entity. Will takes some times. FYI the bond required Singpost to pay interest only and next revision is 2027, and likely new rate will be lower, Singpost not required to redeem but need to pay interest rate of 4.25% if not wrong This bond can renew till 204x. every 5 years if not wrong. Yes, interest burden which is part of interest expense, but still operation profit.  anything could happen at anytime since the discussion with gov already took place. end of the day if total payment (special div) is near current asset value if not more, all current holders are happy man, as Singpost building alone is worth at least 1.1 billion, rest can go  net net whatever debt la, bal give some extra on div ok liao. Float is about 2.2 billion shares, do your calculation quite hard to lose money at current px unless you hit button to sell. just my view. BinderyT      ( Date: 29-Aug-2025 10:32) Posted: Current asset (including your cash) less current liability is 530m.   But there' s still long term borrowing of 350m and perpetual bonds of 250m that is owed.   You actually have a net deficit. Singpost building?   Bro, the only reason why SingPost is still afloat is rental revenue (higher than postal operations). You can still profit if nationalized and the government pays a 30% premium.   But current management is against it. ​
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BinderyT Elite	29-Aug-2025 15:26        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	In SingPost' s case, it is reported as equity.  But whether equity or debt, makes no difference to shareholders as their equity is reduced by same amount since they are subordinated to both. ssw518      ( Date: 29-Aug-2025 11:17) Posted: I have a question bro, is the bond classify as equity or debt in financial report? BinderyT      ( Date: 29-Aug-2025 10:32) Posted: Current asset (including your cash) less current liability is 530m.   But there' s still long term borrowing of 350m and perpetual bonds of 250m that is owed.   You actually have a net deficit. Singpost building?   Bro, the only reason why SingPost is still afloat is rental revenue (higher than postal operations). You can still profit if nationalized and the government pays a 30% premium.   But current management is against it. ​
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ssw518 Supreme	29-Aug-2025 14:59        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, you got the point right, it has a high dependent on Singpost building rental revenue. So the ceo chave very few options to move forward, 1) cost cutting / efficiency improvement, - postal profit is gone case we all know that, either gov takes over or closed shop, just when - pacel or packet shipment / delivery, very much depends on the new Tempine operation which increase productivities x3 with 30m investment. - gov and Singpost is still working on best option to keep it operate, they can buy over sset and Singpost becomes a service provider if gov does not want to take over entirely, this will keep Singpost listed as it it but they will need to buy over all asset related base on valuation for postal segment. Cannot be Singpost share as it include Singpost building, Cleaner way is split Singpost into 2 and gov privatise postal only and keep Singpost listed with Singpost building and Logistic operations. 2) unless CEO can turn entire company over to produce profit, Singpost building has to be sold - since option had been given previously and SSH is looking forward to it, CEO will need to justify a reason for change of plan, there is only one good reason acceptable, profit. In general, yes the theme retail (including myself) is looking at is special div on asset disposition, it has never been growth since start of 2025. A lot of focus is on valuation rather than px movement, mainly it' s diff from investor M& A  or SSH buying / taking over to privatise where offerer quote a px. We are looking into fully liquidate and return all money to investors, not easy as abc, as it consist of 1) Postal 2) Logistic  3) Property rental all 3 cannot be fully integrate for dispose as one entity. Will takes some times. FYI the bond required Singpost to pay interest only and next revision is 2027, and likely new rate will be lower, Singpost not required to redeem but need to pay interest rate of 4.25% if not wrong This bond can renew till 204x. every 5 years if not wrong. Yes, interest burden which is part of interest expense, but still operation profit.  anything could happen at anytime since the discussion with gov already took place. end of the day if total payment (special div) is near current asset value if not more, all current holders are happy man, as Singpost building alone is worth at least 1.1 billion, rest can go  net net whatever debt la, bal give some extra on div ok liao. Float is about 2.2 billion shares, do your calculation quite hard to lose money at current px unless you hit button to sell. just my view. BinderyT      ( Date: 29-Aug-2025 10:32) Posted: Current asset (including your cash) less current liability is 530m.   But there' s still long term borrowing of 350m and perpetual bonds of 250m that is owed.   You actually have a net deficit. Singpost building?   Bro, the only reason why SingPost is still afloat is rental revenue (higher than postal operations). You can still profit if nationalized and the government pays a 30% premium.   But current management is against it. ​ ssw518      ( Date: 28-Aug-2025 18:15) Posted: Yes I am holding, just for the cash on hand of 500m and the worth of Singpost building, it' s at least 1.5 billion or 0.65 per shares
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