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SingPost
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SingPost
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mrwise
Supreme |
21-Apr-2025 10:30
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Soon announcing the good news....trending up and pending good news...something good is brewing... best of can privatise this....
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Rocket888
Member |
17-Apr-2025 17:46
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LW say cannot downplay tariff impact, so act now to show you are serious about future of SP. Delivery of packages will be down significantly, gov says it but no action. | ||||
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zjd1975
Member |
17-Apr-2025 16:56
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What is the message Singpost is trying to send? Received 55 million yet impairment of 77 million...
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jlong0005
Senior |
17-Apr-2025 16:30
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Every 1c dividened is 22m. Any possibilty of paying out 330m? Let' s not dream. | ||||
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passive_income
Member |
17-Apr-2025 14:50
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Potential 15cents special dividends. Strong buy today but what kind of craps Trimp will tweet over the weelend we wont know.. https://sginvestors.io/analysts/research/2025/03/singapore-post-maybank-research-2025-03-10 | ||||
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ysh2006
Supreme |
17-Apr-2025 14:20
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This money received can add in the sale proceed of Australia assets to give special dividend ?.. .say 10c dividends ? (Think only) | ||||
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Joelton
Supreme |
17-Apr-2025 13:14
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SingPost to receive $55.86 mil from disposal of stake in Chinese e-commerce company through unwinding cross-holdings
Singapore Post Limited (SingPost) is increasing its stake in e-commerce provider Quantium Solutions International (QSI) and disposing of its stake in Shenzhen 4PAX Information and Technology (4PX), according to a release dated Apr 16.
SingPost, together with Alibaba Group Holdings, announced the mutual agreement to unwind cross-holdings in 4PX and QSI.
QSI is majority-owned by SingPost, at 66% with Alibaba owning a minority stake of 34%. QSI holds a 17.61% stake in 4PX, a majority-owned subsidiary of Alibaba&rsquo s logistics arm, Cainiao.
SingPost will acquire full ownership of QSI, by paying Alibaba $36.89 million for its 34% stake in the company. The $36.89 million is based on a fair value assessment by KPMG as at Sept 30, 2024 which valued the company at $108.5 million.
Meanwhile, Cainiao will acquire QSI&rsquo s 17.61% stake in 4PX for $92.75 million.
SingPost anticipates receiving a cash inflow of about $55.86 million from the transaction. This is based on the sum paid by Cainiao for QSI&rsquo s stake in 4PX (approximately $92.75), minus the value of QSI shares owned by Alibaba as assessed by KPMG at $36.89 million.
SingPost says that there is an indication of impairment on the goodwill amounting up to $77.86 million carried on the investment in QSI. Any such impairment will be recognised and disclosed in SingPost&rsquo s full year results which is scheduled for release on May 15.
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yuhanooi
Member |
17-Apr-2025 10:28
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To avoid future china trump tariffs?
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7ocean
Veteran |
17-Apr-2025 10:25
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Good move, she will sail to 60 above again
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Rocket888
Member |
16-Apr-2025 22:03
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Lucky to sold some at high of 0.625 and bought back at 0.50. SP don't make sense anymore with tariff war, gov has more than enough reasons now to take back. | ||||
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ysh2006
Supreme |
16-Apr-2025 18:47
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Singpost today make a announcement unwinding some business with Alibaba and release some money back.
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Catrade
Master |
14-Apr-2025 11:04
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It' s a shame!! The chairman & its board of directors need to act fast becoz Singpost is running around like a headless chicken!!
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SmallSmall
Supreme |
13-Apr-2025 15:00
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https://www.channelnews.com.au/trump-backs-off-on-smartphone-notebook-tariffs-audio-products-still-a-problem/ " The White House also released a corresponding memo indicating that the exemptions also extend to changes in small-parcel shipping duties. Trump had moved to end the so-called &ldquo de minimis&rdquo exemption, beginning with China, that generally means parcels worth $800 or below don&rsquo t face duties." The above is also a big Relief also for parcel delivery companies. |
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Catrade
Master |
13-Apr-2025 14:58
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In 2024 and early 2025, SingPost had multiple CEO changes. The group CEO, Vincent Phang, was fired along with the group CFO and the CEO of the international business unit. Additionally, the CEO of SingPost Singapore, Shahrin Abdol any Salam, resigned. This resulted in a total of at least four CEO-level executive departures within a short period. Singapore has no talent, except many untested SAF generals! Instead of looking for another CEO, it&rsquo s better to sell it to foreign company since it still has good value, many loyal retail investors who suffer the erosion of its share price would be happy to take back their capital n if possible small profits . I believe all shareholders would be willing to surrender their shares to any buyer for between 80c to $1 per piece. Maybe Alibaba Investment Ltd which currently owned 11.22% might be interested&hellip just a suggestion!!! |
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n3wbie
Elite |
13-Apr-2025 08:57
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Who knows what new ' news' might come out in the next 24hrs! | ||||
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ysh2006
Supreme |
13-Apr-2025 05:32
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Maybe all banks might jump start ?
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SmallSmall
Supreme |
12-Apr-2025 23:07
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Big rally for equities on Monday. Trump has shown his weakness. | ||||
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Trader-101
Supreme |
12-Apr-2025 18:59
Yells: "Don't trust what i say, Trust your decisions. " |
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Agreed, there are many unknowns. Any special dividend given out at this juncture will definitely come at the expense of future EPS. Given that the share price is being held up by the special dividend optimism, it&rsquo s bound to fall after the special dividend. I dont think anyone will disagree because it&rsquo s clear that nobody has faith in the management (at least not yet) to lead the turnaround. Despite this, so many are overly excited over the prospect of special dividend when it&rsquo s clearly a zero-sum game. Be realistically excited. The only catalyst is the prospect of the new CEO (coming soon?) turning things around. But how to turn things around if huge special dividends are given out? How is SingPost going to raise the cash needed to pivot elsewhere? Either via share placement, debt issuance or selling assets. The first two options are negative for shareholders. That leaves the last option - selling assets which they likely would as mentioned. However, selling assets also means that SingPost will have to replace these revenue sources in a timely manner. SingPost centre revenue is stable. Without that asset - it will be another loss of stable revenue for SingPost. Surely SingPost can give 1-2 more special dividends from its future sale but the question is - After selling, whats next? if anyone believes the answer is - special dividends then dont invest in this, because the share price will not recover to pre dividend levels in the absence of catalysts. There can only be catalyst if the company have sufficient cash to do something else. However, SingPost simply does not have the excess capital to distribute, and the current business is not generating sufficient positive cash flow just yet&hellip how to justify any dividends beyond 50% profit payout ($0.06)? Sure, shareholders can continue pressuring management to issue special dividends. Just dont complain when share price fall after receiving special dividends. If management is not interested in doing SBB now, would they be interested or be able to do SBB after giving huge special dividends? DYODD
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n3wbie
Elite |
12-Apr-2025 17:48
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I guess with the key growth driver AU business gone, remaining Singapore business hardly at breakeven, the other cash flow generating asset is SingPost Centre which is really more real estate business than their core operating expertise. With so many senior execs who were the ones who turned around the business gone, not sure how are they realistically going to execute on the asset light strategy. It would take a lot to try and redeploy the cash into growing a new vertical. That will take time and while optionality brings value, it also carries cost - in this case, time cost. Monitoring on the side but the time cost will likely see shareholders pressuring them to return it back with special divs. | ||||
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Trader-101
Supreme |
12-Apr-2025 17:21
Yells: "Don't trust what i say, Trust your decisions. " |
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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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