Singapore Post (SingPost)

SingPost wins nod for rate hike; CGS-CIMB sees additional catalysts for value - THE EDGE SINGAPORE

Investing ideas

SingPost wins nod for rate hike; CGS-CIMB sees additional catalysts for value

The approval for the hike was given amid an ongoing wider strategic review led by CEO Vincent Phang

Broker's Calls

Analysts mixed on SingPost; UOB Kay Hian and CGS-CIMB lower TPs while OCBC’s inches up

UOB Kay Hian and CGS-CIMB have kept their “hold” calls with TPs of 44 cents and 52 cents, while OCBC is staying "buy" on 54 cents.

Broker's Calls

Nationalisation of SingPost's postal segment unlikely, UOBKH keeps 'hold' call

The nationalisation of SingPost's letter & mail business is quite unlikely, according to UOBKH.
CGS-CIMB keeps 'hold' on SingPost as strategic review of 'commercial sustainability' is announced - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB keeps 'hold' on SingPost as strategic review of 'commercial sustainability' is announced

Analyst Ong Khang Chuen has kept his TP unchanged at 55 cents while SingPost reviews its postal business with IMDA.
SATS and SingPost sign MOU for potential JV of e-commerce transhipment hub in Singapore - THE EDGE SINGAPORE

Company in the news

SATS and SingPost sign MOU for potential JV of e-commerce transhipment hub in Singapore

The jointly operated transhipment hub facility will aim to shorten delivery times and reduce operating costs and manpower.

Broker's Calls

SingPost fails to deliver CGS-CIMB's earnings expectations

“Key surprise was prolonged weakness in the post and parcel segment, which remained loss-making in 2HFY2023,” says CGS-CIMB’s Ong.

Broker's Calls

‘Hold’ on to SingPost as its recovery is slower than expected

SingPost's operating profit for the 3QFY2023 declined by 9.7% y-o-y to $33.9 million.

Results

SingPost reports group operating profit of $33.9 mil for the 3QFY2022/2023, down 9.7% y-o-y

According to SingPost, the third quarter is regarded as the seasonal peak for its businesses across various markets.

Broker's Calls

SingPost’s accelerated FMH acquisition eases put-option uncertainty; favourable tailwinds ahead

China’s relaxation of its Covid-19 policies provides favourable headwinds for its IPP segment which has faced depressed volumes.
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