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tccroy Elite	15-May-2025 14:08        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Those retailers who decide to sell now is too late already. The only option is to hold on and if you have enough bullets you may buy it at a cheap.
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Trader-101 Supreme	15-May-2025 14:01        Trader-101 About Contact  Quote this Post!   Mood: Yells: "Don't trust what i say, Trust your decisions. "
x 1   x 0  Alert Admin	Indeed, that is why SingPost previously diversified into other industries - to build up stable, recurring revenue streams to offset the weakness in its core logistics business. However, they are now selling off these very assets, raising serious questions about the long-term direction of the company. Rather than strengthening or expanding its revenue model, SingPost has chosen to return capital to shareholders. While special dividends and capital returns may seem attractive in the short term, the real question is this: If SingPost continues to divest its revenue-generating assets, what underlying value remains that would make it a compelling target for privatisation? Unlike SPH, which held a high-quality real estate portfolio that triggered a bidding war during its privatisation, SingPost does not possess such a premium asset base. If the company continues hollowing itself out, shareholders need to ask - what exactly would be left to privatise? Shareholders should be seriously concerned. Divesting core assets while distributing cash is not a growth strategy - it is a path toward financial weakening. This can strain reserves, reduce reinvestment capacity, and ultimately lead to restructuring moves that dilute existing shareholder equity. All of these factors combined lay the groundwork for a potential lowball privatisation offer. To be clear, this is not an attack on SingPost as a company, but a critique of the recent narrative surrounding it. The real damage today was caused by traders, analysts, and large holders who irresponsibly talked up the stock over the past month. Sadly, those who believed the optimism have now become the exit liquidity for those promoting it. So genuinely, I would like to ask this: Aside from the potential gains from divestments, what long-term value do you see in SingPost as a business? What makes it worth holding beyond short-term capital return events? Because once these divestments are completed and the capital is returned, what will drive sustainable growth or re-rating? Based on how the market has responded in similar cases, the share price is unlikely to return to pre-dividend levels, especially if earnings remain weak and asset quality continues to decline. Mark001      ( Date: 15-May-2025 13:05) Posted: We cannot ignore the reality that SingPost has monopoly but the public demand for it is gradually decreasing. It may be an option to delist like SPH did before. Just do what you believe in. Trader-101      ( Date: 15-May-2025 11:38) Posted: Just to be clear - I did not downvote your post.  As of now, still not vested in this yet.  You do realise that those non-core assets are the ones providing stable recurring revenue for SingPost right? How will SingPost or shareholders like you benefit from divesting them away? Yes, capital can be returned to shareholders but the share price will drop correspondingly - it is a zero sum game. Without stable recurring revenue, this is like a ship floating aimlessly on the ocean. As you have mentioned, you see little potential for a successful pivot so your focus is on capital distribution - what is the end game? SingPost dropping to record lows? How will the share price recover after dividends if there are no growth catalyst at all?
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Mark001 Veteran	15-May-2025 13:05        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	We cannot ignore the reality that SingPost has monopoly but the public demand for it is gradually decreasing. It may be an option to delist like SPH did before. Just do what you believe in. Trader-101      ( Date: 15-May-2025 11:38) Posted: Just to be clear - I did not downvote your post.  As of now, still not vested in this yet.  You do realise that those non-core assets are the ones providing stable recurring revenue for SingPost right? How will SingPost or shareholders like you benefit from divesting them away? Yes, capital can be returned to shareholders but the share price will drop correspondingly - it is a zero sum game. Without stable recurring revenue, this is like a ship floating aimlessly on the ocean. As you have mentioned, you see little potential for a successful pivot so your focus is on capital distribution - what is the end game? SingPost dropping to record lows? How will the share price recover after dividends if there are no growth catalyst at all?  Mark001      ( Date: 15-May-2025 10:20) Posted: Whether you choose to hold for special dividends or sell depends on your investment strategy&mdash both approaches are valid. Regarding your last question about SingPost&rsquo s future, I see little potential for a successful pivot. Given the challenges, the most prudent course of action should be to gradually sell all non-core assets to give back to shareholders. Nothing else matter
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tccroy Elite	15-May-2025 13:02        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	The drop in prices is seriously over done. Should due for a rebound anytime from now
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Trader-101 Supreme	15-May-2025 11:38        Trader-101 About Contact  Quote this Post!   Mood: Yells: "Don't trust what i say, Trust your decisions. "
x 0   x 0  Alert Admin	Just to be clear - I did not downvote your post.  As of now, still not vested in this yet.  You do realise that those non-core assets are the ones providing stable recurring revenue for SingPost right? How will SingPost or shareholders like you benefit from divesting them away? Yes, capital can be returned to shareholders but the share price will drop correspondingly - it is a zero sum game. Without stable recurring revenue, this is like a ship floating aimlessly on the ocean. As you have mentioned, you see little potential for a successful pivot so your focus is on capital distribution - what is the end game? SingPost dropping to record lows? How will the share price recover after dividends if there are no growth catalyst at all?  Mark001      ( Date: 15-May-2025 10:20) Posted: Whether you choose to hold for special dividends or sell depends on your investment strategy&mdash both approaches are valid. Regarding your last question about SingPost&rsquo s future, I see little potential for a successful pivot. Given the challenges, the most prudent course of action should be to gradually sell all non-core assets to give back to shareholders. Nothing else matter. Trader-101      ( Date: 15-May-2025 09:00) Posted: As mentioned earlier, the special dividend is only $0.09 (More than what I expected). So many were aiming for $0.12 or more. Even analysts wanted at least $0.10. It is clear that the BOD are trying to keep their jobs and placate shareholders by declaring $0.09 in special dividends. Now the main focus is - Can SingPost pivot elsewhere with little cash? Catalysts are running out, divestment is not a long term solution.
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Mark001 Veteran	15-May-2025 10:20        Mark001 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 1  Alert Admin	Whether you choose to hold for special dividends or sell depends on your investment strategy&mdash both approaches are valid. Regarding your last question about SingPost&rsquo s future, I see little potential for a successful pivot. Given the challenges, the most prudent course of action should be to gradually sell all non-core assets to give back to shareholders. Nothing else matter. Trader-101      ( Date: 15-May-2025 09:00) Posted: As mentioned earlier, the special dividend is only $0.09 (More than what I expected). So many were aiming for $0.12 or more. Even analysts wanted at least $0.10. It is clear that the BOD are trying to keep their jobs and placate shareholders by declaring $0.09 in special dividends. Now the main focus is - Can SingPost pivot elsewhere with little cash? Catalysts are running out, divestment is not a long term solution.  Trader-101      ( Date: 12-Apr-2025 17:21) Posted: Seems like everyone wants the company to dismantle itself and sell off. The Board of Directors Chairman already confirmed that they will continue running the business as usual?even special dividend is not confirmed. How come suddenly special dividend become a sure thing already? Why would the new CEO give unsustainable special dividend to shareholders? this will reduce the capital he can deploy. Lesser capital to deploy means lesser catalyst for the next few years?SingPost share will sink post dividend and revenue will decline further. So why would he do that? If he really does give huge special dividends for reasons unknown, then be prepared to see this crash post dividend because SingPost revenue and profit will definitely reduce due to the sale of Australian assets. Even if they distribute the profit gained, it will only amount to $0.12 per share. So why is anyone even expecting more than $0.12? Some still want SingPost to sell their jewel asset? very weird. If they sell it, how do they continue their logistic business? By the way, they recently just announced that they will invest 30 million to renovate and upgrade the their facility at Tampines - does it look like they will sell it? Rather than keep asking the company to sell off assets to pay special dividends, why not focus on what the company can possibly be doing to expand with the new capital? Lastly, based on what SingPost management have said, they plan to divest away SingPost centre and Famous Holdings. These indicate that the management is pivoting towards asset light strategy - the new trend in SGX. The future is exciting for SingPost ONLY IF they dont listen to shareholders that only wants SingPost to dismantle itself. Just have realistic expectations - dont be the liquidity for others to exit. There are many traders that are constantly talking up their counters in hope of luring others to buy in while they sell. Beware. Disclaimer: Not going to enter any positions, unless they declare that there will be no special dividends. Should there be a special dividend, it should be no more than $0.06 per share (50% profit gained payout). Also, no point shorting.
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superstartup Supreme	15-May-2025 10:17        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	That is if you remove the sale gain proceeds, the company is making a loss from the operating business. beng1102      ( Date: 15-May-2025 10:02) Posted: Just hope that it would recover fast.  Very confusing result net profit with underlying losses.  What does it mean?    tccroy      ( Date: 15-May-2025 09:22) Posted: There should another favorable round of announcement after results announcement
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beng1102 Elite	15-May-2025 10:02        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just hope that it would recover fast.  Very confusing result net profit with underlying losses.  What does it mean?    tccroy      ( Date: 15-May-2025 09:22) Posted: There should another favorable round of announcement after results announcement. tccroy      ( Date: 15-May-2025 09:18) Posted: The discounted prices today is really attractive and tempting. I loaded at 57 and wait for payout.
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kye_lin Master	15-May-2025 09:48        kye_lin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unless can rise up to 70 cents before XD.. no point.... or else the drop after XD will go below 60 cent...
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Catrade Master	15-May-2025 09:44        Catrade About Contact  Quote this Post!
x 0   x 0  Alert Admin	This headless chicken is one of the most laughing stock 😂 , after announcing special dividend of 9c, it' s share dropped more than 9%.. This is the 1st world stock exchange we have! 😔 likely retailers r easily manipulated by BBs. I think it' s better for Singpost to sell all assets n distribute to shareholders!
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tccroy Elite	15-May-2025 09:33        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Currently BBs are picking up durians from the hastily sold stocks.
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tccroy Elite	15-May-2025 09:22        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	There should another favorable round of announcement after results announcement. tccroy      ( Date: 15-May-2025 09:18) Posted: The discounted prices today is really attractive and tempting. I loaded at 57 and wait for payout.
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tccroy Elite	15-May-2025 09:18        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	The discounted prices today is really attractive and tempting. I loaded at 57 and wait for payout.
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tccroy Elite	15-May-2025 09:12        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is only a knee jerk reaction. SP will rebound in the afternoon. Retailers acted too hastily
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kye_lin Master	15-May-2025 09:02        kye_lin About Contact  Quote this Post!
x 0   x 0  Alert Admin	I sold my Wee Hur just before XD..... take the money and run first... these days dun believe in holding for special dividends... ysh2006      ( Date: 15-May-2025 08:27) Posted: If like Wee Hur up for dividend 9c may drop more than 9 c.. once XD ? cmengchan      ( Date: 15-May-2025 08:03) Posted: I think its only 9cts special final dividend for upcoming payout. The 0.34cts interim dividend was already paid out in Dec2024. Full 2024 year dividend is 9.34cts
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Trader-101 Supreme	15-May-2025 09:00        Trader-101 About Contact  Quote this Post!   Mood: Yells: "Don't trust what i say, Trust your decisions. "
x 0   x 0  Alert Admin	As mentioned earlier, the special dividend is only $0.09 (More than what I expected). So many were aiming for $0.12 or more. Even analysts wanted at least $0.10. It is clear that the BOD are trying to keep their jobs and placate shareholders by declaring $0.09 in special dividends. Now the main focus is - Can SingPost pivot elsewhere with little cash? Catalysts are running out, divestment is not a long term solution.  Trader-101      ( Date: 12-Apr-2025 17:21) Posted: Seems like everyone wants the company to dismantle itself and sell off. The Board of Directors Chairman already confirmed that they will continue running the business as usual?even special dividend is not confirmed. How come suddenly special dividend become a sure thing already? Why would the new CEO give unsustainable special dividend to shareholders? this will reduce the capital he can deploy. Lesser capital to deploy means lesser catalyst for the next few years?SingPost share will sink post dividend and revenue will decline further. So why would he do that? If he really does give huge special dividends for reasons unknown, then be prepared to see this crash post dividend because SingPost revenue and profit will definitely reduce due to the sale of Australian assets. Even if they distribute the profit gained, it will only amount to $0.12 per share. So why is anyone even expecting more than $0.12? Some still want SingPost to sell their jewel asset? very weird. If they sell it, how do they continue their logistic business? By the way, they recently just announced that they will invest 30 million to renovate and upgrade the their facility at Tampines - does it look like they will sell it? Rather than keep asking the company to sell off assets to pay special dividends, why not focus on what the company can possibly be doing to expand with the new capital? Lastly, based on what SingPost management have said, they plan to divest away SingPost centre and Famous Holdings. These indicate that the management is pivoting towards asset light strategy - the new trend in SGX. The future is exciting for SingPost ONLY IF they dont listen to shareholders that only wants SingPost to dismantle itself. Just have realistic expectations - dont be the liquidity for others to exit. There are many traders that are constantly talking up their counters in hope of luring others to buy in while they sell. Beware. Disclaimer: Not going to enter any positions, unless they declare that there will be no special dividends. Should there be a special dividend, it should be no more than $0.06 per share (50% profit gained payout). Also, no point shorting.
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kye_lin Master	15-May-2025 09:00        kye_lin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Break 60... opposite direction.. All run road...
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tccroy Elite	15-May-2025 08:56        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	What date is the XD date?
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easywin Supreme	15-May-2025 08:56        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Run fast  shk363      ( Date: 15-May-2025 08:15) Posted: huat liao. today will break 70ct
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MrBear12 Supreme	15-May-2025 08:54        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Sell 60 cents and invest elsewhere
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