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Every share has long term potential risks , not just SBS.
If we are looking to earn back some of the money we pay on transport, then SBS is for you.
Transport costs will keep going up and operators will raise prices.
So, to mitigate against rising transport costs, buy some SBS and earn some dividends to mitigate our rising transport costs
Assuming you take the bus like Bear
tongphlp ( Date: 12-Nov-2025 12:35) Posted:
Whether SBS Transit is a good share depends on your investment goals, as its performance is mixed. While it has outperformed the Singapore market in the past year with a strong share price increase, its longer-term returns are less impressive, and its earnings per share (EPS) have been shrinking, which makes its high dividend payouts a concern for long-term sustainability. Therefore, it is considered a mixed investment, with a strong short-term performance but potential long-term risks.
MrBear12 ( Date: 12-Nov-2025 09:53) Posted:
Not everyday we get new contracts lah.
There are greater contracts to be won as our transport system develops.
Ridership for rail and advertising increased.
Good competition is healthy. Keeps SBS on its toes.
Govt support critical for essential services SBS provides.
One can equally say fair value is above $4
Depends on how one sees it.
But don' t panic just because of lower profits.
Fundamentals of company still ther |
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Whether SBS Transit is a good share depends on your investment goals, as its performance is mixed. While it has outperformed the Singapore market in the past year with a strong share price increase, its longer-term returns are less impressive, and its earnings per share (EPS) have been shrinking, which makes its high dividend payouts a
concern for long-term sustainability. Therefore, it is considered a mixed investment, with a strong short-term performance but potential long-term risks. MrBear12 ( Date: 12-Nov-2025 09:53) Posted:
Not everyday we get new contracts lah.
There are greater contracts to be won as our transport system develops.
Ridership for rail and advertising increased.
Good competition is healthy. Keeps SBS on its toes.
Govt support critical for essential services SBS provides.
One can equally say fair value is above $4
Depends on how one sees it.
But don' t panic just because of lower profits.
Fundamentals of company still there
tongphlp ( Date: 12-Nov-2025 09:26) Posted:
fair value - $3 and below
why?
no new contracts
low ridership
competitive market
w/o govt grants, they are finishe |
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SBS Transit Q3 earnings fall 20.6% due to lower interest income
Revenue is also lower due to the loss of the Jurong West contract package to SMRT in September 2024
[SINGAPORE] Bus and train operator SBS Transit : S61 0%&rsquo s Q3 net profit fell 20.6 per cent year on year to S$14.5 million from S$18.2 million, due to lower interest income.
In its business update on Tuesday (Nov 11), the company reported a 2.4 per cent drop in revenue to S$386.5 million for the quarter.
The drop in revenue was attributed mainly to lower service fees for buses resulting from the loss of the Jurong West contract package to SMRT in September 2024, as well as lower fuel indexation. However, the loss was partially offset by higher rail fare and advertising revenue.
Operating costs fell 1.9 per cent year on year to S$370 million, mainly due to lower fuel and electricity costs resulting from lower diesel and electricity prices. However, this was partially offset by higher staff costs. Operating profit also declined to S$16.4 million, down 12.6 per cent from S$18.8 million a year ago.
Not everyday we get new contracts lah.
There are greater contracts to be won as our transport system develops.
Ridership for rail and advertising increased.
Good competition is healthy. Keeps SBS on its toes.
Govt support critical for essential services SBS provides.
One can equally say fair value is above $4
Depends on how one sees it.
But don' t panic just because of lower profits.
Fundamentals of company still there
tongphlp ( Date: 12-Nov-2025 09:26) Posted:
fair value - $3 and below
why?
no new contracts
low ridership
competitive market
w/o govt grants, they are finished
MrBear12 ( Date: 11-Nov-2025 16:46) Posted:
Buy, SBS is a stable company with very good yield. It has stable cash flows and has transitioned to be a high dividend pay out company.
Attract retirees who need additional income and bears who need stability.
Largely owned by one of the largest transport operators Comfort.
Buy Comfort too
Make your retirement comfortable as possibl |
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fair value - $3 and below
why?
no new contracts
low ridership
competitive market
w/o govt grants, they are finished
MrBear12 ( Date: 11-Nov-2025 16:46) Posted:
Buy, SBS is a stable company with very good yield. It has stable cash flows and has transitioned to be a high dividend pay out company.
Attract retirees who need additional income and bears who need stability.
Largely owned by one of the largest transport operators Comfort.
Buy Comfort too
Make your retirement comfortable as possible
tongphlp ( Date: 11-Nov-2025 16:39) Posted:
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SBS Transit Q3 earnings fall 20.6% due to lower interest income
Revenue is also lower due to the loss of the Jurong West contract package to SMRT in September 2024
How much will it fall? wait and see
MrBear12 ( Date: 11-Nov-2025 16:46) Posted:
Buy, SBS is a stable company with very good yield. It has stable cash flows and has transitioned to be a high dividend pay out company.
Attract retirees who need additional income and bears who need stability.
Largely owned by one of the largest transport operators Comfort.
Buy Comfort too
Make your retirement comfortable as possible
tongphlp ( Date: 11-Nov-2025 16:39) Posted:
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https://www.marketscreener.com/news/sbs-transit-ltd-reports-earnings-results-for-the-third-quarter-and-nine-months-ended-september-30-2-ce7d5fd9df88f425
Some analysis
Buy, SBS is a stable company with very good yield. It has stable cash flows and has transitioned to be a high dividend pay out company.
Attract retirees who need additional income and bears who need stability.
Largely owned by one of the largest transport operators Comfort.
Buy Comfort too
Make your retirement comfortable as possible
tongphlp ( Date: 11-Nov-2025 16:39) Posted:
sell
tongphlp ( Date: 28-Oct-2025 09:03) Posted:
many r q-ing and waiting 2 sell and unload...look at the massive vol at 3.28
not shocking as people lost hope in this bus c |
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sell
tongphlp ( Date: 28-Oct-2025 09:03) Posted:
many r q-ing and waiting 2 sell and unload...look at the massive vol at 3.28
not shocking as people lost hope in this bus co
Alignment ( Date: 22-Oct-2025 11:18) Posted:
| All I' m saying is that companies should always consider when looking at a project whether there are better uses of capital than what they are considering. And in doing so for instance share buybacks/special dividends should always be in the mix. If the best option for capital within the company is a low margin low return on capital investment then the capital is better off paid back to shareholders |
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many r q-ing and waiting 2 sell and unload...look at the massive vol at 3.28
not shocking as people lost hope in this bus co
Alignment ( Date: 22-Oct-2025 11:18) Posted:
All I' m saying is that companies should always consider when looking at a project whether there are better uses of capital than what they are considering. And in doing so for instance share buybacks/special dividends should always be in the mix. If the best option for capital within the company is a low margin low return on capital investment then the capital is better off paid back to shareholders.
tongphlp ( Date: 22-Oct-2025 09:06) Posted:
SBS transit price is trending down and there' s no positive news to move it up after losing the last tender bid
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All I' m saying is that companies should always consider when looking at a project whether there are better uses of capital than what they are considering. And in doing so for instance share buybacks/special dividends should always be in the mix. If the best option for capital within the company is a low margin low return on capital investment then the capital is better off paid back to shareholders.
tongphlp ( Date: 22-Oct-2025 09:06) Posted:
SBS transit price is trending down and there' s no positive news to move it up after losing the last tender bid
Alignment ( Date: 03-Oct-2025 20:39) Posted:
It also depends on how much capital is required to generate these margins, and what the best use alternative for the capital is.
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Cheap enough, can take over.
tongphlp ( Date: 22-Oct-2025 09:06) Posted:
SBS transit price is trending down and there' s no positive news to move it up after losing the last tender bid
Alignment ( Date: 03-Oct-2025 20:39) Posted:
It also depends on how much capital is required to generate these margins, and what the best use alternative for the capital is.
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SBS transit price is trending down and there' s no positive news to move it up after losing the last tender bid
Alignment ( Date: 03-Oct-2025 20:39) Posted:
It also depends on how much capital is required to generate these margins, and what the best use alternative for the capital is.
tongphlp ( Date: 03-Oct-2025 13:22) Posted:
| having thin margins is better than having no margi |
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first things first, SBST is not reliable, how to be able to transform and adapt?
Joint News Release by the Land Transport Authority (LTA), SMRT & SBS Transit - Rail Reliability Taskforce Appoints Independent Advisory Panel
News Releases 06 Oct 2025
The Rail Reliability Taskforce
[1] has appointed a five-member Independent Advisory Panel (IAP) to provide strategic guidance, technical expertise and insights to support the Taskforce&rsquo s efforts in enhancing Singapore' s rail network reliability.
2. The panel comprises seasoned leaders who have held key engineering and management roles in the rail sector around the world. Their combined experience covers critical areas such as the operations, management, and maintenance of core rail systems &ndash expertise essential to ensuring a safe, efficient and reliable rail network. The five members are:
i. Ir Dr Tony Lee Kar Yun, with extensive experience in rolling stock, operations and maintenance
ii. Mr Patrick Bauchart, with a specialty in signalling and transport technology
iii. Dr Cai Chang Jun, with expertise in operations and maintenance
iv. Professor Tsay Huel-Sheng, with expertise in operations and maintenance
v. Mr Kon Shinichiro, with a specialty in power supply systems
kepoh88 ( Date: 03-Oct-2025 21:36) Posted:
if SBS didn' t chenage how they operates,soon they will be changed.
Better fast to reform , tie-up with BYD busses ,use electric bus rather tha the noisy and polition
prone busses..
Alignment ( Date: 03-Oct-2025 20:39) Posted:
It also depends on how much capital is required to generate these margins, and what the best use alternative for the capital is.
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if SBS didn' t chenage how they operates,soon they will be changed.
Better fast to reform , tie-up with BYD busses ,use electric bus rather tha the noisy and polition
prone busses..
Alignment ( Date: 03-Oct-2025 20:39) Posted:
It also depends on how much capital is required to generate these margins, and what the best use alternative for the capital is.
tongphlp ( Date: 03-Oct-2025 13:22) Posted:
| having thin margins is better than having no margi |
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It also depends on how much capital is required to generate these margins, and what the best use alternative for the capital is.
tongphlp ( Date: 03-Oct-2025 13:22) Posted:
having thin margins is better than having no margin
spore1 ( Date: 21-Sep-2025 21:44) Posted:
| It might be the blessing in disguise! Higher bid may be profit margin is thin ! |
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having thin margins is better than having no margin
spore1 ( Date: 21-Sep-2025 21:44) Posted:
It might be the blessing in disguise! Higher bid may be profit margin is thin !
tongphlp ( Date: 21-Sep-2025 16:59) Posted:
| having the lowest bid but lost the tender....came as a dissapointment and shock to SBST... |
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nope, it is not...but buying the right shares to make $$ is rocket science...
kepoh88 ( Date: 23-Sep-2025 15:47) Posted:
| " Is running a bus company rocket science? |
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can' t agree with you more....outlook doesnt look good for SBST with no business opportunities and in an increasing crowded market...
Guzman ( Date: 26-Sep-2025 17:16) Posted:
SBS Transit used to enjoy economies of scale as the dominant player of the public bus business. With the loss of the Jurong West and Tampines packages, it has lost scale, while continuing to face rising cost pressures. As for rail business, they are never profitable. Both SBS Transit and SMRT have to depend on rail reliability incentives by LTA to make it a worthwhile venture.
The outlook is dimmed, as evident by its falling profits. The slide will continue, unless the Board/Mngt takes drastic actions to slash costs. As a unionised company, it will take some guts. |
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