SingPost    Last:0.315   -

SingPost

It is a good start for " a whole new world"
change is on the way

 

Should just nationalise postal service.
Difficult to run it commercially.

Joelton      ( Date: 09-Dec-2025 11:28) Posted: SingPost to increase regular domestic mail rate by 10 cents from January 2026   Singapore Post (SingPost) will increase the rate for all regular domestic mail by 10 cents from Jan 1, 2026, onwards.   The new rate for standard regular mail (measuring 162mm by 240mm) and standard large mail (measuring 229mm by 324mm) will be raised to 62 cents and 90 cents respectively.   Rates of domestic bulk mail used by businesses will also increase.   In its Dec 9 release, SingPost notes that mail volumes in Singapore have fallen by 40% since FY2019/FY2020, which has led to postal service providers having to &ldquo balance rising costs to provide the service - including labour, energy, and infrastructure - against the postage collected&rdquo .

 

 

China is a big e commerce player. Even United States cannot compete with China. China will one day become a big entrepreneur. SingPost needs to move fast and prudent.

Tob231      ( Date: 06-Dec-2025 08:37) Posted: that' s why people said ..... aiyo another e-commerce app  Singpost wu boh ...  later need to sing ... tell me why tell me why .....  aiyo ...as i am typing, i can feel the ground rumbling lei .... maybe the baby is coming    stockwatch8877      ( Date: 01-Dec-2025 11:04) Posted: Now, China has another e commerce app where you can make a purchase like Shopee. SingPost has another competitive problem

 

that' s why people said ..... aiyo another e-commerce app 
Singpost wu boh ... 
later need to sing ... tell me why tell me why ..... 
aiyo ...as i am typing, i can feel the ground rumbling lei .... maybe the baby is coming 
 

stockwatch8877      ( Date: 01-Dec-2025 11:04) Posted: Now, China has another e commerce app where you can make a purchase like Shopee. SingPost has another competitive problem. Alignment      ( Date: 26-Nov-2025 10:14) Posted: No it cannot if it did it would have had disclose this, which it has not

 

waiting for aladdin and princess jasmine to appear ... boh cannot sing " a whole new world"
 

 

Madboysg " where are all the good news ?"   got good news ...  The estimated gain on disposal of the Properties is  S$49,140,000.00  but market no reaction lei .... if it is with another entity, sure chiong ... this amount is more than some coys listed on SGX .... boh eng 
market must hear what they want to hear ..... maybe ... maybe they are waiting for  " whole new world"   news 

INTRODUCTION Singapore Post Limited (" Company" ) wishes to announce that it has today entered into a sale and purchase agreement (" SPA" ) with a leaseback option, with Trans Realty Pte. Ltd. (Company Registration No. 201737017G) (" Purchaser" ) for the collective sale of certain property assets (" Properties" ) for an aggregate cash consideration of S$55,500,000.00 (" Proposed Disposal" ) with leaseback generally for three (3) years each and at rates specified in the SPA. 2. DETAILS OF THE PROPERTIES The Properties comprise fourteen (14) Housing Development Board (" HDB" ) leasehold units located at various locations specified in the SPA. The Properties were originally acquired over a period from 1 July 1989 to 1 March 1996 for operational purposes. The Properties have an aggregate book value of $6,360,000.00 as at 30 September 2025, based on the unaudited financial statements of the Company and its subsidiaries (" Group" ) for 1H2025.  The estimated gain on disposal of the Properties is S$49,140,000.00.

 

Where are all the good news?
SingPost office at Bedok Central cuts short the operation hours, only open from 10.30 am onwards.
Before 10.30 am, you can get a stamp at the POPShop, which is operating under SingPost as well next to the Post Office.
Cut cost.

 

Now, China has another e commerce app where you can make a purchase like Shopee.
SingPost has another competitive problem.

Alignment      ( Date: 26-Nov-2025 10:14) Posted: No it cannot if it did it would have had disclose this, which it has not. eddyeddy      ( Date: 25-Nov-2025 18:19) Posted: SingTel could own some shares under nominees

 

No it cannot if it did it would have had disclose this, which it has not.

eddyeddy      ( Date: 25-Nov-2025 18:19) Posted: SingTel could own some shares under nominees Tob231      ( Date: 25-Nov-2025 17:28) Posted: Singapore Telecommunications Limited:  21.96% Raffles Nominees (Pte.) Limited:  17.45% Citibank Nominees Singapore Pte Ltd:  10.23% DBS Nominees (Private) Limited:  5.94% DBSN Services Pte. Ltd.:  1.64% HSBC (Singapore) Nominees Pte Ltd:  1.35% United Overseas Bank Nominees (Private) Limited:  1.30% Phillip Securities Pte Ltd:  0.97% BPSS Nominees Singapore (Pte.) Ltd.:  0.89% OCBC Nominees Singapore Private Limited:  0.81%

 

U/stand this concept has taken off in most Indian metros - with many Apps using a " dark store" model. App revenue is from % of sales. Neighbourhood shops are now able to online customers beyond traditional walk-ins. Concept is similar to Grab etc for cars/food. 

This concept was there in Dubai in early ' 90' s but on one-one model with no minimum order value. Local phone calls on fixed line was free. So many restaraunts would send food even for $3-4 Dhs order. (~US$1)

Adaptation in SG would be slower mainly due to minimum order value. 

 

There is something called " instant Delivery" in China e-comances, which by buyer received orders,
from food, smartphone even fashions etc within 30mins - 1 hrs upon orders
If it does happen in SG, likely to benefit Singpost especially with pick locker as destinations.
example like during lunch can order desired item online and collect at nearby locker after makan
Let' s see how so far only in China

China&rsquo s Flash Delivery: 30-Minute Orders Transform Retail - CHINA MINUTES

RoyalGun      ( Date: 25-Nov-2025 15:30) Posted: Over 1000 Pick! Locker owned by IMDA and still expanding seen in my area. SINGPOST should make a purchase of the Vast Network and compliment their service. Can tie up with local big retailers like Decathalon or Uniqlos eg. to make deliveries to lockers near home at a lower deliver price.

 

excellent question .... 
it has to be non-core .... idle real estate and  leaseback for 3 years ... do you think the model of post office is still viable or time for a whole new world.

Alignment      ( Date: 23-Nov-2025 12:44) Posted: This HDB property sale raises some questions. Is this sale the 10 HDB one off property sale flagged in the 1H result or a different property sale? There are 14 properties being sold here vs the 10 mentioned previously. Why? Also if the assets are non core why lease them back for 3 years?

 

SingTel could own some shares under nominees

Tob231      ( Date: 25-Nov-2025 17:28) Posted: Singapore Telecommunications Limited:  21.96% Raffles Nominees (Pte.) Limited:  17.45% Citibank Nominees Singapore Pte Ltd:  10.23% DBS Nominees (Private) Limited:  5.94% DBSN Services Pte. Ltd.:  1.64% HSBC (Singapore) Nominees Pte Ltd:  1.35% United Overseas Bank Nominees (Private) Limited:  1.30% Phillip Securities Pte Ltd:  0.97% BPSS Nominees Singapore (Pte.) Ltd.:  0.89% OCBC Nominees Singapore Private Limited:  0.81%  Alignment      ( Date: 25-Nov-2025 14:41) Posted: Are you sure? Looking again at latest disclosures, Singtel has 22% and Alibaba has 4.6%. How do you get 56%? In contrast you look at the nominees, Singtel is holding its 22% under its own name, then you have Raffles Nominees at 14.2%, Citibank Nominees at 9.5% and DBS Nominees at 9%. I am surprised that there is not a subsntial shareholder aside from Alibaba within these three Nominee blocks.

 

• Singapore Telecommunications Limited:  21.96%
• Raffles Nominees (Pte.) Limited:  17.45%
• Citibank Nominees Singapore Pte Ltd:  10.23%
• DBS Nominees (Private) Limited:  5.94%
• DBSN Services Pte. Ltd.:  1.64%
• HSBC (Singapore) Nominees Pte Ltd:  1.35%
• United Overseas Bank Nominees (Private) Limited:  1.30%
• Phillip Securities Pte Ltd:  0.97%
• BPSS Nominees Singapore (Pte.) Ltd.:  0.89%
• OCBC Nominees Singapore Private Limited:  0.81% 

Alignment      ( Date: 25-Nov-2025 14:41) Posted: Are you sure? Looking again at latest disclosures, Singtel has 22% and Alibaba has 4.6%. How do you get 56%? In contrast you look at the nominees, Singtel is holding its 22% under its own name, then you have Raffles Nominees at 14.2%, Citibank Nominees at 9.5% and DBS Nominees at 9%. I am surprised that there is not a subsntial shareholder aside from Alibaba within these three Nominee blocks.

 

Over 1000 Pick! Locker owned by IMDA and still expanding seen in my area. SINGPOST should make a purchase of the Vast Network and compliment their service. Can tie up with local big retailers like Decathalon or Uniqlos eg. to make deliveries to lockers near home at a lower deliver price.

 

Are you sure? Looking again at latest disclosures, Singtel has 22% and Alibaba has 4.6%. How do you get 56%?

In contrast you look at the nominees, Singtel is holding its 22% under its own name, then you have Raffles Nominees at 14.2%, Citibank Nominees at 9.5% and DBS Nominees at 9%. I am surprised that there is not a subsntial shareholder aside from Alibaba within these three Nominee blocks.

 

Those you have mentioned are holding close to 56%

 

One other big issue that puzzles me about this company is its shareholding structure.

Only two entities have been acknowledged as substantial shareholders - Singtel and Alibaba.

But you look at the list of top 20 shareholders including nominees and ignoring Singtel that is also there, Raffles Nominees, Citi Nominees and DBS Nominees each own a sizable shareholding as well. One of these three will be Alibaba, but the other two are very large given no other substantial shareholders are declared. Is there someone else hiding beneath the surface?

 

As accumulator of this stock, I think market tried to tempt people like me to add at $0.41 to $0.415 but I shall wait below $0.4 if it comes to that. Already have enough at $0.41 to $0.42 levels. Afterall, this company has no operational prospects except with some liquid cash and valuable properties acting as backdrop. Waiting for it to call it a day and return cash to shareholders.