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cashiertan Elite	27-Aug-2012 03:47        cashiertan About Contact  Quote this Post!
x 0   x 0  Alert Admin	technically still on uptrend but how long can it hold? still have upside potential but i suggest dun hold for too long. dividend 5c but every year drop 20c u also bleed... unless singpost do a DHL, setup a asean based courier servier to compete with other big and small co. i also doubt they can be successful in their overseas venture. for what i can see there will be more courier coy forming in asean and china as internet sales pick up steam.
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1419242 Member	25-Aug-2012 21:32        1419242 About Contact  Quote this Post!
x 0   x 0  Alert Admin	thats unfortunate for your case~~ so Fedex is fine? lol DHL did shipped my item from UK to HK after it has reached SG.....lol  yabbest      ( Date: 25-Aug-2012 17:35) Posted: last yr i went to their counter at civic centre woodlands to send 2 items - 1 airmail and 1 seamail (box) to france, same  addressee. I was  surprised my french cousin called to informed they received the box first as airmail and the other item later as seamail. In short they cock up criss-cross the 2 items...means along the processing line, from counter to operations to freight all workers blind or ZZzzz. Called them up link me to pinoy in PHP...write an email, instant apologiy and compensation. so im advising whoever meet with cock up svc just email in...their biggest client in singapore, holding a manager post can summon the ceo marching into his office     tnt = take and throw away ups - unpack and steal dhl = deliver halfway lost sp = sinking post
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yabbest Senior	25-Aug-2012 17:35        yabbest About Contact  Quote this Post!
x 0   x 0  Alert Admin	last yr i went to their counter at civic centre woodlands to send 2 items - 1 airmail and 1 seamail (box) to france, same  addressee. I was  surprised my french cousin called to informed they received the box first as airmail and the other item later as seamail. In short they cock up criss-cross the 2 items...means along the processing line, from counter to operations to freight all workers blind or ZZzzz. Called them up link me to pinoy in PHP...write an email, instant apologiy and compensation. so im advising whoever meet with cock up svc just email in...their biggest client in singapore, holding a manager post can summon the ceo marching into his office     tnt = take and throw away ups - unpack and steal dhl = deliver halfway lost sp = sinking post
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iPunter Supreme	25-Aug-2012 16:03        iPunter About Contact  Quote this Post!
x 0   x 0  Alert Admin	" ... If analysts dont call buys then who will buy... " This I like... Reminds people of those old-time movie scenes with " lai ah, lai ah" sales pitch... lol...
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yabbest Senior	25-Aug-2012 15:54        yabbest About Contact  Quote this Post!
x 0   x 0  Alert Admin	oh yes sorry to mention this below as im old...im 55 yrs... Pls research USPS of USA and British Royal Mail of UK their margins and you will further know what im driving at sp - a sunset industry. The only post in the developed world i know making profits is  Deutsche Post of germany but dont forget they have dhl who is very strong in europe but bled in usa market... Im not against those who invest in sp bcos i also invest but im painting the real bleak future for those who always think everything is well and fine...once the funds run away like Creative, NOL only uncles and aunties will be left crying...i dont wish their hard earned money down the drain. Yes i should have sold off all when it was 1.20 region 2 yrs ago...once it hit 1.13 again, im near to offloading.  I have invested hafary, neratel, comfort, sia eng, dbs, ST, reits - lippomalls, ARA, sabana for very long time. I love noble and cordlife...Fyi, im a investor not a punter glue to the price daily. Some people have the talent to earn these $, glad for them...but i dont have such talent...we must find our own pros and cons and maximize our strength.   If you look at the above they give decent div too and not a sunset mail company...pls go read sp presentation slides in sgx.com carefully...what they stressed? tough market, up labour costs etc...what is their solutions? Go regional which they did thats is why im asking after 3 yrs they bought 100% of quantium solutions the AP biz is not rewarding them...so how long more you wish to wait? The idea to go regional was good but the execution definitely failed...have you guys wondered why they dont zoom into individual countries earnings for P& L...simply bcos too many in RED...not nice to present.     If analysts dont call buys then who will buy...yes again i  reiterate short term 1 to 2 yrs still looks ok but long term still very very tough and bear in mind now IDA still dictate but maybe one fine day singapore postal market really be pressure to open up due to foreign pressure...dont be content happy just bcos every yr they give div...think along the line - how long more can they afford to? Anyway the talk of them selling the hq not new...they really wanted to 3, 4 yrs ago but potential buyers see no takers...gd luck!
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rutheone1905 Veteran	25-Aug-2012 14:49        rutheone1905 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Yab, really thks for sharing I like ppl tat contribute to forum tat warn ppl of imminent danger. this call is good for those sleeping on their purchases n waiting for div.   for me i m always on the alert n so i m not so worry. btw i like to ask u wat good div stocks r u into? for me i had huge holding of reits mostly. hope u share so we can all huat...cheers
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yabbest Senior	25-Aug-2012 14:36        yabbest About Contact  Quote this Post!
x 0   x 0  Alert Admin	so far so good does not mean FOREVER GOOD!  to those vested i hope u guys dont invest and ZZzzzz away thinking sky is always blue and clear, pls glue to the happenings surrounding this company...im confident in the long run 5 yrs down the road u guys will be screaming for exit! u dont know me i dont know you so you can take these notes as advice do your own due  diligence  or take me as a bloody fool...its perfectly fine with me...i had shared my piece... Core reasons - read the articles analysts write bcos their english good can write better than me Thank you
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yabbest Senior	25-Aug-2012 14:13        yabbest About Contact  Quote this Post!
x 0   x 0  Alert Admin	fyi, they did changed to current ang mo wolfgang ard 2 yrs ago...if not wrong he is a graduate from austria with rich exp with mackinsey...but how many ang mo can work...how many can only talk? If never forget, he on 3 yrs contract, so only left 1 more yr to take $ and run right? Previous ceo ah tan now with capitaland. To me they need to change the old chairman Hoo Keee...   cashiertan             ( Date: 24-Aug-2012 10:31) Posted:   i am saying this with confident because online purchasers like me use vpost last time and they sucks and i dun see them improve as they are too big to change.      I use bordelinx, cwg, dhl for usa purchase. other asian online purchase i prefer panthos and eurasia/EMS. for local pickup and purchases i use taQbin. any of them have better service and price compared to singpost. online ppl also dun like to use vpost/singpost and have not gone back to use them since competitor comes in.        with their competitors growing by leaps and bound in singapore market, i dun see them doing well overseas too so i am bearish on this company unless they change their CEO and directors from those scholars to those street smart ceo.
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yabbest Senior	25-Aug-2012 14:02        yabbest About Contact  Quote this Post!
x 0   x 0  Alert Admin	not only the rich are holding, i myself still holding some but im not rich...like i stated previously it is one of the best defensive counter during this uncertain times...and many believe sp will keep paying gd dividend for years to come...i hope so too but realistically when i research on its SWOT...future afterall is not that bright. I been holding since listing but over past 3 yrs or so i sold off some to other counters bcos i am losing faith...im just waiting for the right price to offload all and change to other attractive gd yield counters...that is what im LONG TERM negative. The new ang mo ceo after coming onboard 2 yrs ago did not much changes, that's a concern! So if they remain constant, competitors will catch up. Like i said they lucky they still holding the masterkeys as IDA  dictate  the play in singapore, but they are not protected in other countries thats why the day will come they will bleed big time.  In share investment, its about emotions, so alot of folks stick to the counter for years not analysing much if the company is going in the right direction...for example Creative is the greatest example, it was 450, then $35, then $25 and now...what happen to the company? 2nd Chance was down but the mgmt change direction...for sp maybe too late as the big 4 - tnt, dhl, ups and fedex have big presence here. Thats why they riding on dhl for speedpost but for how long?  BTW, dis u realize dhl was the first in singapore to start the parcel svc with 7-Eleven?   But concern not worry as they are cash rich and asset rich....why do you think analyst write on their assets - properties...chances are they know the time will come where sp have no other choice but to sell for $...just like NOL wanting to sell off their hq now as they are losing $...
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rutheone1905 Veteran	25-Aug-2012 13:39        rutheone1905 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Yab thks for writing so much but u hvnt touch on the core reasons why so many rich ppl r holding huge portion of sp in their portfolio. but i do appreciate tat u have put in so much effort in running thru sp so called weakness.
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yabbest Senior	25-Aug-2012 13:32        yabbest About Contact  Quote this Post!
x 0   x 0  Alert Admin	and their sales team and mgmt have a weird way of doing biz - retaining customers...how? they succumb to clients' negotiation pressure...for eg every year this biggest customer will demand 5% rebate but sales remain constant...so lets say sales from this customer is 5 million, u go calculate how much is 5% every year...so if 4 yrs is 20% right? but why do they do that? cos they got no other choice...if they dont this customer will go to dhl global mail and other competitors etc and meanwhile they cant get any bigger customer than this...so they only can bang balls... mail rev drop, labour cost up...speedpost cant fight with the big 4 boyzzzz...so only hope is their retail arm...so lets see how long they can tahan, if cant tahan sell hq cheap cheap sure got takers...with the future so bleak, i admire those vested long in this sunset industry  fyi, another jap power house - yamoto is in singapore 2 yrs already...go research why their child company quantium cant perform in other country like japan...bcos end day it will drag the P& L...india and australia making $...why bcos of w/house...they doing for couple of big publishers, but contract is 2 or 2+1...and once they lose contract they will too bleed...so in short i telling u they have not much meat only rely on few.....
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yabbest Senior	25-Aug-2012 12:46        yabbest About Contact  Quote this Post!
x 0   x 0  Alert Admin	and for those who dont know...sp bought over spring global mail 100% (4 yrs bk) for AP biz...broke up jv wif tnt and british royal mail...fyi, now spring global mail worldwide owned by these 2 Cos...whereas sp renamed their AP entity as quantium...when translated in chinese is 关 店 (close shop) hahaha...what an auspicious name...9 countries only australia, nz, india and thailand in black...rest gd luck so sooner or later parent Co which is sp will need to stop loss somehow...if they close shop those countries in loss how to claim to have regional platform...remember in other countries they are not the postmaster like in singapore...they have no say and regulations is not in their favour bcos other countries govt want to protect their own posts also.... also, dhl child co - williams lea is singapore to give datapost a run for their $...fyi williams lea has a strong foothold in HKG... not to mention what cashiertan wrote on their vpost svc...of cos it sucks big time...did u ask the chairman board why? simply bcos their quanitium japan office/ warehouse sucks...alot of backload, unable to process in time, system failures and 1 guy doing the job...so those vested long, support sp make sure u support all the way dont ever sell and gd luck!
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yabbest Senior	25-Aug-2012 09:35        yabbest About Contact  Quote this Post!
x 0   x 0  Alert Admin	the analysts not wrong but do they know sp has problem selling off its hq due to  incompatibility from other biz (Cos)....bcos of the bulky postal  machinery and equipments, potential buyers need to spend tons of $ to revamp the facility that is why after yrs still no takers...thats why i agree its a gd defensive counter during such uncertain global markets but bearish long term...they spent over 1 mil engaged mackinsey consultants 4 yrs ago wanting to up rev from 500mil to 1 billion in 5 yrs...that was their goal and sad to say its not gonna be realized...the old chairman directionless...Gd luck to those vested esp for long term      1419242  Member Posted: 25-Aug-2012 00:07   x 0    x 0 With property listings gathering pace in Singapore, it could be an opportune time for Singapore Post to spin off some of its post office assets, OCBC Investment Research said on Friday. Singapore Post has a property portfolio, consisting of 16 potentially saleable post offices that may bring in substantial cash when unlocked, OCBC said. It has a 'buy' rating and target price of S$1.14 on the company. The brokerage added that its crown jewel, Singapore Post Centre, currently used for industrial office and retail purposes, is worth S$756 million, but could increase to about S$1.56 billion if it is converted to full commercial use. " With current high property prices in Singapore, an increasing number of companies have listed their property assets due to favourable valuations," said OCBC. Singapore has seen several initial public offerings of property assets, including Ascendas Hospitality Trust and Far East Hospitality Trust's $575 million IPO. REUTERS
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1419242 Member	25-Aug-2012 00:07        1419242 About Contact  Quote this Post!
x 0   x 0  Alert Admin	With property listings gathering pace in Singapore, it could be an opportune time for Singapore Post to spin off some of its post office assets, OCBC Investment Research said on Friday. Singapore Post has a property portfolio, consisting of 16 potentially saleable post offices that may bring in substantial cash when unlocked, OCBC said. It has a 'buy' rating and target price of S$1.14 on the company. The brokerage added that its crown jewel, Singapore Post Centre, currently used for industrial office and retail purposes, is worth S$756 million, but could increase to about S$1.56 billion if it is converted to full commercial use. " With current high property prices in Singapore, an increasing number of companies have listed their property assets due to favourable valuations," said OCBC. Singapore has seen several initial public offerings of property assets, including Ascendas Hospitality Trust and Far East Hospitality Trust's $575 million IPO. REUTERS
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rutheone1905 Veteran	24-Aug-2012 16:20        rutheone1905 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	thks. as substantial shareholder, er little different from average joe so no worried lar....cheers
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yabbest Senior	24-Aug-2012 15:35        yabbest About Contact  Quote this Post!
x 0   x 0  Alert Admin	true since listing SP gv decent div...but as investors hv u ever wonder the future, direction of the coy, what are the chances the div payout go on another 5 yrs or so, etc? SP oso got strong backing, ST etc...but look at the mail vol & rev over the past yrs...3 yrs bk they went regional - how's the fruit, another 9 ctys in AP, which cty making, & which cty bleeding... They chged their ceo 2 yrs bk...the chairman bot ang mo as grp ceo, tis ang mo exp with mackinsey bot his gang...their E-com...how successful They lucky they still holding letter box keys...Me long term very bearish...  rutheone1905  Veteran Posted: 24-Aug-2012 13:40   x 0    x 0 cash, thks for info. but to sell i need to find other ways to distribute the huge cash so for time being stay put as the dividends from all these yrs very fat for me le....cheers    cashiertan           ( Date: 24-Aug-2012 10:31) Posted:  i am saying this with confident because online purchasers like me use vpost last time and they sucks and i dun see them improve as they are too big to change.    I use bordelinx, cwg, dhl for usa purchase. other asian online purchase i prefer panthos and eurasia/EMS. for local pickup and purchases i use taQbin. any of them have better service and price compared to singpost. online ppl also dun like to use vpost/singpost and have not gone back to use them since competitor comes in.      with their competitors growing by leaps and bound in singapore market, i dun see them doing well overseas too so i am bearish on this company unless they change their CEO and directors from those scholars to those street smart ceo.
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ozone2002 Supreme	24-Aug-2012 15:27        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	PROPERTY SPIN-OFF A BONUS BUY FOR DEFENSIVENESS - Recent prop listings highlight buoyant mood - May be an opportune time - But group is cash rich   The buoyant mood in Singapore’s property sector means that this could be an opportune time for SingPost to spin off some of its assets it may even receive an offer that is hard to resist. The group has about 61 post offices and we estimate that about 16 or so are potentially saleable. However, the jewel in its book is the Singapore Post Centre (SPC). We estimate that the SPC is worth S$765m based on its current mix of industrial, office and retail use, but the value may increase to about S$1.56b if the building is converted to full commercial use. However, putting market sentiment aside, the group may not be in a rush to unlock value as it is currently cash-rich. Hence we regard a spin-off as a bonus and investors should focus on more fundamental factors such as the company’s defensive nature and consistent dividends. Maintain BUY with S$1.14 fair value estimate.
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rutheone1905 Veteran	24-Aug-2012 13:40        rutheone1905 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	cash, thks for info. but to sell i need to find other ways to distribute the huge cash so for time being stay put as the dividends from all these yrs very fat for me le....cheers  cashiertan      ( Date: 24-Aug-2012 10:31) Posted: i am saying this with confident because online purchasers like me use vpost last time and they sucks and i dun see them improve as they are too big to change.  I use bordelinx, cwg, dhl for usa purchase. other asian online purchase i prefer panthos and eurasia/EMS. for local pickup and purchases i use taQbin. any of them have better service and price compared to singpost. online ppl also dun like to use vpost/singpost and have not gone back to use them since competitor comes in.    with their competitors growing by leaps and bound in singapore market, i dun see them doing well overseas too so i am bearish on this company unless they change their CEO and directors from those scholars to those street smart ceo.
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cashiertan Elite	24-Aug-2012 10:31        cashiertan About Contact  Quote this Post!
x 0   x 0  Alert Admin	i am saying this with confident because online purchasers like me use vpost last time and they sucks and i dun see them improve as they are too big to change.  I use bordelinx, cwg, dhl for usa purchase. other asian online purchase i prefer panthos and eurasia/EMS. for local pickup and purchases i use taQbin. any of them have better service and price compared to singpost. online ppl also dun like to use vpost/singpost and have not gone back to use them since competitor comes in.    with their competitors growing by leaps and bound in singapore market, i dun see them doing well overseas too so i am bearish on this company unless they change their CEO and directors from those scholars to those street smart ceo.
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cashiertan Elite	24-Aug-2012 10:25        cashiertan About Contact  Quote this Post!
x 0   x 0  Alert Admin	with rise of many smaller but agile courier company from overseas like panthos, eurasia to canablise the vpost and singpost share of the parcel market i dun see bright futures for singpost. i predict its profit will drop unless they go into property.
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