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~
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$新加坡邮政(S08.SI)$重新成为焦点！2024年12月丑闻发生后，首席执行官、首席财务官和另一名高管因“重大过失”被解雇，引发股价单日下跌10%。
本周又有五名关键高管辞职，该股今天下跌近3%。自去年12月的“反腐清理”以来，新加坡邮政已经解雇了45名员工，并更换了多名高管。然而，尽管管理层出现动荡，新加坡邮政的股价今年迄今仍上涨了13%。
12月丑闻发生后，该股暴跌10%，但三个月内反弹20%——历史会重演吗？
你的看法是什么——逢低买入，还是等待下一只鞋掉下来？
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。
新加坡邮政报告称，截至12月的第三季度，集团营业利润下降23.8%，至2110万新元。这可以归因于新加坡邮政的新加坡和国际业务部门超过了收入增长。
然而，这并不是悲观的，集团收入增长了12.1%，达到5.106亿新元。
出售澳大利亚业务后，投资者希望获得特别股息。
就业绩而言，新加坡邮政股价在过去5天内上涨了5.2%，今年迄今上涨了12%。2024年，新加坡邮政股价上涨44%。
新加坡邮政分析师给予买入评级，平均目标价为0.68新元，上涨潜力为13%。
由于重组将节省一些成本，新加坡邮政的股价可能会再次反弹。
@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。