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Their huge cash position is distorting the financial matrix. They should just return the cash to shareholders or a capital reduction.
investshare ( Date: 03-Jun-2026 09:06) Posted:
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that is why it's been a fantastic target to short sell
investshare ( Date: 03-Jun-2026 09:06) Posted:
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Since already said not going to sell, the building is not so much relevant here.
To support the share price, look at the profit. If annual profit only 20m, then current share price may not sustain.
To support the share price, look at the profit. If annual profit only 20m, then current share price may not sustain.
Ya SP building still have 50+ years to go, and having net profit of about 20m a year,
60 cents is still a win win for both buyer and share holders.
Let see how the holders slap the ceo in next agm.
make so many record but all negative.
1) share px historical low
2) shortsell position historical high (might be historical in sgx as well, 145m last week report)
3) div histical low over last decades
got no objection if he insist to keep the building as cashcow but mailing must go, don' t tell me about AI improvement on
efficiency, useless since he himself declare structure decline, using the hot word AI only makes him stupid,
you can increase 200% efficiency but by then only 200 mail a day ....got use meh?
Don' t even know he is slapping himself, that' s the worst and need maket to slap him....
Hopefully T / S can see it and change him with someone better
nothing wrong with Singpost financially but not the ceo. market had spoken
hope he learn this lessen and provide something better during the agm.
just my view, vested
60 cents is still a win win for both buyer and share holders.
Let see how the holders slap the ceo in next agm.
make so many record but all negative.
1) share px historical low
2) shortsell position historical high (might be historical in sgx as well, 145m last week report)
3) div histical low over last decades
got no objection if he insist to keep the building as cashcow but mailing must go, don' t tell me about AI improvement on
efficiency, useless since he himself declare structure decline, using the hot word AI only makes him stupid,
you can increase 200% efficiency but by then only 200 mail a day ....got use meh?
Don' t even know he is slapping himself, that' s the worst and need maket to slap him....
Hopefully T / S can see it and change him with someone better
nothing wrong with Singpost financially but not the ceo. market had spoken
hope he learn this lessen and provide something better during the agm.
just my view, vested
BullsAndBear ( Date: 29-May-2026 14:22) Posted:
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There are dozens of companies on SGX with P/B below 1. Simple reason is market does not believe the book value is real, simple as that.
My advice - instead of going through daily pain with this stock and getting disappointed, take the loss and go invest in better companies. STI has been on a massive rally and will probably continue for a while.
My advice - instead of going through daily pain with this stock and getting disappointed, take the loss and go invest in better companies. STI has been on a massive rally and will probably continue for a while.
BinderyT ( Date: 29-May-2026 17:30) Posted:
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Well, that is not how the market sees it. For two reasons - (a) postal is a service required by law and (b) the profits from the properties are needed to sustain postal.
If you are a retired person with $1m in income generating asset that provides you with the sustenance every month to live, can you now cash out the $1m, distribute it out and continue living? You can' t.
This is why the market does not believe the $1 billion property can be sold, proceeds distributed to shareholders and postal continue to surive.
If you are a retired person with $1m in income generating asset that provides you with the sustenance every month to live, can you now cash out the $1m, distribute it out and continue living? You can' t.
This is why the market does not believe the $1 billion property can be sold, proceeds distributed to shareholders and postal continue to surive.
ssw518 ( Date: 29-May-2026 13:47) Posted:
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Apart from short selling, who else is selling? Alibaba? I think this share is gone case, no direction, no attraction, have a management team that seems happy and comfortable to maintain status quo and everyday times up go home in peace, don't rock the boat.
Don?t even need 700m bro. With SP own cash position, the net cash outlay is only 200m+. But I think it would be really unfair for current shareholder. Even 15-20% discount to book value is like 60 cents at least.
Group of cunning wolves. Its purposely short dowm the price in order to buy cheap , soon delist with 30% higher than the current price. Hopefully, currently price not less than SGD0.2. Building worth 1.1B +500m Cash really earn a lot a lot, but earn for who?
ssw518 ( Date: 29-May-2026 13:47) Posted:
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at this px, 710m can take over entire singpost, with building worth 1.1B and 500m cash..
Then closed down entire operation and sell the build at discount, still make hundreds millions of dollars,
question is anyone dare to play the gov out to disable entire mialing system in Singapore?
guess not cos gov will block it, but really hope this can happen to reflect true valuation of listed company in sgx
which MAS failed years after years.
Then closed down entire operation and sell the build at discount, still make hundreds millions of dollars,
question is anyone dare to play the gov out to disable entire mialing system in Singapore?
guess not cos gov will block it, but really hope this can happen to reflect true valuation of listed company in sgx
which MAS failed years after years.
timely to question singpost' s capability of generating good share holders' value
what i am saying is that with that valuation for SP building and cash on hand,
gov is unlikely to make a lost even if they privatised it at 70 cents
depends on they use valuation or px MA with premium %.
Shortseller had flooded the market with additional 145m of shares, who is holding them?
gov is unlikely to make a lost even if they privatised it at 70 cents
depends on they use valuation or px MA with premium %.
Shortseller had flooded the market with additional 145m of shares, who is holding them?
investshare ( Date: 27-May-2026 10:54) Posted:
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No worry, no one is saying SingPost going to bankrupt.
The question is on how much is the upside.
Many companies are trading below book value, so the argument that the building is worth $1b may not be sufficient.
The question is on how much is the upside.
Many companies are trading below book value, so the argument that the building is worth $1b may not be sufficient.
The most important diff is Hyflux is in huge debt, negative cash flow
As for Singpost, positive cash flow with no debt and a buiding worth at least 1b dollars,
positive bottom ground with small div., don' t see a reason why anyone wanna sell at 0.325
except the shortseller with outstanding positions.
As of last shortsell outstanding, it had grow to 6.45% (145m shares), 10m higher from a week before
shows generally market still holding to it.
Actually, this holding back of SP building is affecting Singtel as well, since Singtel do not wanna do capital
recycle for Data center (my view only), SP building is the only potential left if Singtel holders expect extra div
which is dashed out.
just sharing my view, holding mine
dyodd, tcss and always wrong....happy holiday
As for Singpost, positive cash flow with no debt and a buiding worth at least 1b dollars,
positive bottom ground with small div., don' t see a reason why anyone wanna sell at 0.325
except the shortseller with outstanding positions.
As of last shortsell outstanding, it had grow to 6.45% (145m shares), 10m higher from a week before
shows generally market still holding to it.
Actually, this holding back of SP building is affecting Singtel as well, since Singtel do not wanna do capital
recycle for Data center (my view only), SP building is the only potential left if Singtel holders expect extra div
which is dashed out.
just sharing my view, holding mine
dyodd, tcss and always wrong....happy holiday
vicloo ( Date: 27-May-2026 04:56) Posted:
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I am not generalizing it, I am only referring to the buyback of Tuas Spring at $1. At that time, many investors believed that government will bail out Hyflux because Tuas Spring is important to SG. But our government is smart and responsible.
vicloo ( Date: 27-May-2026 04:56) Posted:
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In Hyflux case, GIC and Temasek sold ALL its stakes several years b4 it gets into trouble. For Singapost, Temasek and Singtel now own 22% of it.
Public & Retail Investors: ~55%
Singtel: ~22%Temasek Holdings:
Deemed interest of ~22% (held indirectly through its majority stake in Singtel)
Alibaba Group: ~11%
Public & Retail Investors: ~55%
Singtel: ~22%Temasek Holdings:
Deemed interest of ~22% (held indirectly through its majority stake in Singtel)
Alibaba Group: ~11%
investshare ( Date: 26-May-2026 10:05) Posted:
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Share price has closed below support at 33.5 cents. Next support lies at 31 cents.
Better close down SingPost since it is not making profit to the shareholders. Government can come in and take over postal service. No need to crack the heads.
investshare ( Date: 26-May-2026 10:05) Posted:
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Singtel at 450 better
investshare ( Date: 26-May-2026 09:42) Posted:
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I believe the postal service is worthless, government should already have a clause to acquire it at $1 if necessary. Remember the huflux case. So do not expect government to bail it out.