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The Company's cash position amounted to S$594.1 million as at 30 September 2025. The Board of Directors has declared an interim dividend of 0.08 cents per ordinary share (tax exempt one-tier) for the half year ended 30 September 2025. This dividend will be paid on 5 December 2025.
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MrBear12 ( Date: 10-Nov-2025 22:46) Posted:
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Collect some and wait for it to reach 50 to 60 cents.
One of the cheaper Singapore shares.
See how Singtel fly, Used to stuck at $2+ to $3 or donkey years.
This one if keep long maybe can reach $1 one of this day.
One of the cheaper Singapore shares.
See how Singtel fly, Used to stuck at $2+ to $3 or donkey years.
This one if keep long maybe can reach $1 one of this day.
MrBear12 ( Date: 10-Nov-2025 22:46) Posted:
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Singapore Post will focus on domestic operations and its core businesses including e-commerce as it awaits the completion of a strategic review for the company, newly appointed chief executive officer Mark Chong said on Monday (Nov 10)
He noted that the company has made announcements about recent divestments and structural changes including folding the international and domestic operations into one unit.
"The team has a fair amount of work cut out right now to ensure stability in the business ? for the immediate term, focusing on core business, enhancing our operational efficiency," he said.
Stability and direction are keys to investors.
Imho
He noted that the company has made announcements about recent divestments and structural changes including folding the international and domestic operations into one unit.
"The team has a fair amount of work cut out right now to ensure stability in the business ? for the immediate term, focusing on core business, enhancing our operational efficiency," he said.
Stability and direction are keys to investors.
Imho
That's a good comment - enhance operation efficiency. Tightening the bolts and nuts.
Bear in mind only interim dividend. Special dividend akan datang
"The team has a fair amount of work cut out right now to ensure stability in the business ? for the immediate term, focusing on core business, enhancing our operational efficiency," he said.
SingPost's leadership team has gone through some changes in the past year, with three senior executives fired after they were found to be "grossly negligent", and five leaving the company amid a restructuring exercise.
Bear in mind only interim dividend. Special dividend akan datang
"The team has a fair amount of work cut out right now to ensure stability in the business ? for the immediate term, focusing on core business, enhancing our operational efficiency," he said.
SingPost's leadership team has gone through some changes in the past year, with three senior executives fired after they were found to be "grossly negligent", and five leaving the company amid a restructuring exercise.
Did I read correctly
SingPost declared an interim dividend of 0.08 cent per ordinary share for the half-year, which will be paid on Dec 5
SingPost declared an interim dividend of 0.08 cent per ordinary share for the half-year, which will be paid on Dec 5
MrBear12 ( Date: 10-Nov-2025 22:44) Posted:
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The dividend is too small!
Cannot attract investors
Time to migrate
Tob231 ( Date: 10-Nov-2025 18:50) Posted:
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on a brighter note, Operating profit has come down and revenue has gone up.
there should be room for further improvement
there should be room for further improvement
For the half year ended 30 September 2025
Revenue from Property Assets was higher by 3.4% YoY in H1 at S$40.6 million compared to S$39.3 million on higher rental income from SingPost Centre, which accounted for the bulk of the segment&rsquo s revenue and profit. Overall occupancy rate at SingPost Centre, was higher at 99.2% as at 30 September 2025 compared to 98.2% as at 30 September 2024. Operating profit was 3.3% lower at S$23.9 million in H1 compared to S$24.7 million in the prior corresponding period, largely due to higher operating cost such as property management services and property tax.
$23.9m is 59% of the revenue from property assets, is way too high ... either the rent is too cheap or property management service (property tax is fixed) is too exorbitant. As such, Intel Mav1ryan is not wrong to say it is badly mismanaged. As such, $1B is underpriced
Revenue from Property Assets was higher by 3.4% YoY in H1 at S$40.6 million compared to S$39.3 million on higher rental income from SingPost Centre, which accounted for the bulk of the segment&rsquo s revenue and profit. Overall occupancy rate at SingPost Centre, was higher at 99.2% as at 30 September 2025 compared to 98.2% as at 30 September 2024. Operating profit was 3.3% lower at S$23.9 million in H1 compared to S$24.7 million in the prior corresponding period, largely due to higher operating cost such as property management services and property tax.
$23.9m is 59% of the revenue from property assets, is way too high ... either the rent is too cheap or property management service (property tax is fixed) is too exorbitant. As such, Intel Mav1ryan is not wrong to say it is badly mismanaged. As such, $1B is underpriced
ssw518 ( Date: 10-Nov-2025 15:21) Posted:
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They did a marvellous work, gathering all the info. Now intel, SSw518 is processing the info
will give him time to analyse ... he needs absolute silence
Mark is now in his ark, thinking what is the next move. Give himsome time to hatch before Empress Dowager pounce on him.
relax and watch the show.
will give him time to analyse ... he needs absolute silence
Mark is now in his ark, thinking what is the next move. Give himsome time to hatch before Empress Dowager pounce on him.
relax and watch the show.
papercut111 ( Date: 10-Nov-2025 11:30) Posted:
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I can only say valuation is one of the tool to decide if the stock
is worth a buy at that px, as for valuation figue, very subjuctive
you are not wrong to say Singpost Centre is worth less than 1 billion.
Other tools like div yeild, book order etc, for individual investing perception
point is this valuation was printed multiple times in news / reports etc, so won' t be too far,
especially now we have a breakdown on profit on SP centre alone, 48m / year, 1 billion valuation looks fair.
just saying nia.
is worth a buy at that px, as for valuation figue, very subjuctive
you are not wrong to say Singpost Centre is worth less than 1 billion.
Other tools like div yeild, book order etc, for individual investing perception
point is this valuation was printed multiple times in news / reports etc, so won' t be too far,
especially now we have a breakdown on profit on SP centre alone, 48m / year, 1 billion valuation looks fair.
just saying nia.
mav1ryan ( Date: 10-Nov-2025 13:40) Posted:
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If a company having very low Price/NAV, isn' t it a telling point that it is badly mismanaged?
mav1ryan ( Date: 10-Nov-2025 10:46) Posted:
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What happened to your commandos
Tob231 ( Date: 06-Nov-2025 10:48) Posted:
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depends on how you look at it?
Question is px, why should on sell a at current px of 41 cents
when Singpost building is having a net profit of 24m in 6 months, 48m in 1 yr.
assuming SP building is 1 billion, that' s 4.8% yeild on valuation, worth 44 cents.
unless you think this valuation is not worth?
selling at 0.41, you needs to do your maths.
dyodd
Question is px, why should on sell a at current px of 41 cents
when Singpost building is having a net profit of 24m in 6 months, 48m in 1 yr.
assuming SP building is 1 billion, that' s 4.8% yeild on valuation, worth 44 cents.
unless you think this valuation is not worth?
selling at 0.41, you needs to do your maths.
dyodd
If can buy for 6 percent yield, just buy la
2.5 cent dividend is the target.
Then wait for business to improve.
Else sell out the company to anyone.
Then maybe you have to brush up your review of financials. NAV being one of them.
mav1ryan ( Date: 10-Nov-2025 10:46) Posted:
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Quite frankly there are just that few companies that I will not put my money into its stocks, SingPost happened to be one of them.
agreed, takes time to rebuild confident that company can conyinue making money
and i think can do better after huge cost down especially removal of Aust units which
tax is so huge and finance facility rate is high.
Let' s see how analysis cover / comment on this better performance
continue to hold since NAV is so much higher than px and eps is on positive range,
though quite disappointed on their div payout at lowest range of policy (30% NP) even
with huge cash on hand that is way higher than their operation expense of 186m
and i think can do better after huge cost down especially removal of Aust units which
tax is so huge and finance facility rate is high.
Let' s see how analysis cover / comment on this better performance
continue to hold since NAV is so much higher than px and eps is on positive range,
though quite disappointed on their div payout at lowest range of policy (30% NP) even
with huge cash on hand that is way higher than their operation expense of 186m
honesty ( Date: 10-Nov-2025 10:25) Posted:
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some interesting base on the presentation for holders if you forward looking into 2026 where all opertion
will be in SG only.
1) key expense
Finance expense (5.3) (13.1) (59.4%)
Income tax (0.9) (6.6) (86.8%)
- looks like Aust tax and expense is hurting net income even operating incomes looks good
- looks like a valid reason to remove it, saved about 10-13m i guessed
2) As this report still cover some asset before divesify
- operating cost and expnse likely to decrease again in FY
3) Disvestment pending in this reporting
● Divestment of QS regional subsidiaries in progress, with process for certain subsidiaries completed in Q2
● One-off sale of 10 HDB shophouses pending
just sharing, correct me if i am wrong, ta
dyodd
will be in SG only.
1) key expense
Finance expense (5.3) (13.1) (59.4%)
Income tax (0.9) (6.6) (86.8%)
- looks like Aust tax and expense is hurting net income even operating incomes looks good
- looks like a valid reason to remove it, saved about 10-13m i guessed
2) As this report still cover some asset before divesify
- operating cost and expnse likely to decrease again in FY
3) Disvestment pending in this reporting
● Divestment of QS regional subsidiaries in progress, with process for certain subsidiaries completed in Q2
● One-off sale of 10 HDB shophouses pending
just sharing, correct me if i am wrong, ta
dyodd
ssw518 ( Date: 10-Nov-2025 08:56) Posted:
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after reporting profit price not up n instead lower, mgmt needs to pull up their socks to ensure shareholders are supportive
mixed feeling for this reporting
- no special div declear (money not in pocket yet from the asset sales)
- mailing / logistic came in weaker except property or Singpost building
- better eps compare to last year
- cost control is gaining positive monmentum
- they splited reporting into 3 segment (postal / logistic / property)
- cash on hand still a 500m after giving last div
- new ceo on board in 1 Nov
let' s see how market react to this better result
just a quick sharing before looking into report
dyodd
- no special div declear (money not in pocket yet from the asset sales)
- mailing / logistic came in weaker except property or Singpost building
- better eps compare to last year
- cost control is gaining positive monmentum
- they splited reporting into 3 segment (postal / logistic / property)
- cash on hand still a 500m after giving last div
- new ceo on board in 1 Nov
let' s see how market react to this better result
just a quick sharing before looking into report
dyodd