$SingPost(S08.SI)$ 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~
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Comments
$SingPost(S08.SI)$ 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

市场短期波动,但股价仍具韧性
消息公布后,SingPost股价短线下跌3%,但目前仍稳定在 0.605新元 附近,距离 52周最高点0.630新元 仍有一定空间。去年12月,公司因解雇CEO和CFO导致股价暴跌10%,但随后市场情绪逐渐修复。相比之下,这次管理层调整的市场反应相对温和,表明投资者对公司基本面仍抱有一定信心。
管理层调整是否影响业务发展?
SingPost近年正从传统邮政业务向电商物流转型,但面临行业竞争加剧和盈利压力。高层变动可能带来短期的不确定性,但若新管理团队能稳住核心业务,并加强在东南亚市场的布局,公司仍有机会实现估值修复。
投资者应如何应对?
短期来看,市场可能继续波动,投资者可观察 0.600新元支撑位 是否稳固。如果股价进一步回调,或许是逢低布局的机会。但关键仍在于公司后续的管理层稳定性及业务执行能力。