SingPost’s High-Level Exodus: Will Stock Rebound History Repeat?
$SingPost(S08.SI)$ is back in the spotlight! Following the December 2024 scandal, where the CEO, CFO, and another senior executive were fired for “gross negligence”, triggering a 10% single-day stock drop.
Another five key executives have just resigned this week, the stock slides near 3% today. Since the December “anti-corruption cleanup,” SingPost has laid off 45 employees and replaced multiple executives. Yet, despite management turmoil, SingPost's stock is up 13% year-to-date.
Bull vs. Bear: Will You Buy the Dip or Stay on the Sidelines?
SingPost's 13% YTD gain looks impressive, but with senior leadership leaving in waves and ongoing criticism of its services, investors are split.
Bull: The worst is over! Logistics demand remains strong, and restructuring could unlock new growth. A pullback is an opportunity.
Bear: Leadership turmoil is a ticking time bomb. Stocks that rise fast tend to crash even harder.
What's your pick for SingPost executives?
If SingPost follows Starbucks' playbook of bringing in new leadership to boost stock confidence, who should they hire?
A. Amazon logistics expert to roll out drone delivery overnight.
B. $J&T EXPRESS-W(01519)$ exec to teach SingPost what true efficiency looks like.
C. An AI-powered TigerGpt CEO, eliminating human errors and scandals.
After the December scandal, the stock tanked 10% but rebounded 20% in three months—will history repeat itself?
What’s your take—buy the dip, or wait for the next shoe to drop?
Join our topic and post directly: SingPost Leadership Shake-Up: How Will the Market React? or leave your comments to win tiger coins~
Event Announcement!![Allin][Allin]
Every week, we will select 5 users to receive a $5 stock voucher.
Most Active: The tiger with the highest number of valid posts related to the topic each week will receive a $5 voucher.
Most Read: The tiger whose posts receive the highest number of views will receive a $5 voucher.
Most Engaging: The tiger whose posts get the most interactions (likes + comments) will receive a $5 voucher.
Lucky Prize: Each week, two tigers will be randomly selected based on the quality, creativity, or professionalism of their content to receive a $5 voucher each.
Where to find topics?
1.Open the Community and click here to participate in the top 3 trending topics of the day.
2.Visit the Creation Center and select topics that interest you.
3.When posting, click here to choose the topic you want to participate in.
A tool to boost your purchasing power and trading ideas with CashBoost! Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.
Other helpful links:
💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
How to open a CBA. How to link your CDP account. Other FAQs on CBA.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
$SingPost(S08.SI)$ is back in the spotlight! Following the December 2024 scandal, where the CEO, CFO, and another senior executive were fired for “gross negligence”, triggering a 10% single-day stock drop.
Another five key executives have just resigned this week, the stock slides near 3% today. Since the December “anti-corruption cleanup,” SingPost has laid off 45 employees and replaced multiple executives. Yet, despite management turmoil, SingPost's stock is up 13% year-to-date.
After the December scandal, the stock tanked 10% but rebounded 20% in three months—will history repeat itself?
What’s your take—buy the dip, or wait for the next shoe to drop?
但有意思的是，从今年以来的走势来看，市场似乎并没有把这波动荡视为致命伤。股价不仅稳住了，甚至还涨了13%，这说明投资者可能已经开始消化“坏消息”，甚至认为这是一场必要的“刮骨疗毒”。
这波人事变动，我倾向于视为管理层深度重塑的一部分，而不是单纯的危机。如果新管理层能带来更严格的治理结构和业务改革，那对中长期绝对是加分项。毕竟，新加坡邮政的核心业务——物流、电商配送，在整个东南亚区域还是有增长空间的。
接下来我会重点关注两个点：第一，新任高层的履历和背景，能不能带来新的战略视角；第二，公司在2025财年初的盈利指引是否能稳定甚至超预期。只要业务面别出大问题，这种“低位换血”反而可能是一次重新估值的契机。
所以短期波动难免，但我不会轻易下车。如果你是长期派，现在这个阶段，说不定正是低吸的好机会——当然前提是你能接受短线的起伏。
SingPost reported a 23.8% drop in the Group Operating Profit for Q3 ended December to SGD 21.1 million. This can be attributed to SingPost's Singapore and international business units outpacing revenue growth.
However it is not doom and gloom as Group Revenue rose 12.1% to SGD 510.6 million.
Following the sale of its Australian business, investors hope to receive a special dividend.
Performance wise SingPost shares are up 5.2% in the past 5 days and 12% year todate. In 2024, SingPost has jumped 44%.
SingPost has a Buy rating from analysts with an Average Target price of SGD 0.68, an upside potential of 13%.
With the restructuring exercise which would lead to some cost savings, SingPost's share price may rebound again.
@Tiger_SG @Tiger_comments @TigerStars @CaptainTiger @TigerClub
市場短期波動，但股價仍具韌性
消息公佈後，SingPost股價短線下跌3%，但目前仍穩定在 0.605新元 附近，距離 52周最高點0.630新元 仍有一定空間。去年12月，公司因解僱CEO和CFO導致股價暴跌10%，但隨後市場情緒逐漸修復。相比之下，這次管理層調整的市場反應相對溫和，表明投資者對公司基本面仍抱有一定信心。
管理層調整是否影響業務發展？
SingPost近年正從傳統郵政業務向電商物流轉型，但面臨行業競爭加劇和盈利壓力。高層變動可能帶來短期的不確定性，但若新管理團隊能穩住核心業務，並加強在東南亞市場的佈局，公司仍有機會實現估值修復。
投資者應如何應對？
短期來看，市場可能繼續波動，投資者可觀察 0.600新元支撐位 是否穩固。如果股價進一步回調，或許是逢低佈局的機會。但關鍵仍在於公司後續的管理層穩定性及業務執行能力。