SGX Listed Stock

SINGAPORE PRESS HLDGS LTD (SGX:T39)


SGD 1.360
+0.020 / +1.49%
Share Price as of: 2021-03-05 17:16
Market / ISIN Code: SGX Mainboard / SG1P66918738
Sector / Industry Group / Industry: Communication Services / Media & Entertainment / Media


SPH Blogger ArticlesSINGAPORE PRESS HLDGS LTD Blogger Articles SGX Listed SPH (SGX:T39) Blogger Articles T39.SI Blogger Articles
Investment Income For Life
Blade Knight
2021-02-27 15:28:56
Singapore Press Holdings Sudden Rally At End Of Feb 2021- IPO of Korean Coupang and New Media Law in Australia
 Singapore Press Holdings (“SPH”) rallied by almost 10% in a single day on 26th Feb 2021 (Friday) when news of its investee e-commerce company, Coupang, is seeking an IPO worth US$50 billion dollars on the New York Stock Exchange was made known. SPH had invested US$3.9Mil in 2014 into Coupang. In 2015, Softbank also invested into Coupang and valued it then at US$5 billion. Based on this high-level analysis, this means that the valuation has increased by at least 10 times and SPH valuation of its investment stake in Coupang will grow from US$3.9Mil to a valuation of at least US$39Mil which is a cool gain of US$35 Mil in 7 years. If we look at the recent announcement on 27th Feb 2021 which states that SPH stake in Coupang is approximately 0.1%, then this translates to a valuati
DollarsAndSense.sg
Angela Koo
2021-01-01 00:55:41
4 Job Sectors In Singapore That Will Do Well In 2021
2020 has been an unprecedented year with the COVID-19 pandemic. Singapore’s economy is expected to contract 6% to 6.5% in 2020, according to the Ministry of Trade and Industry (MTI)’s forecast. With a record drop in employment (over 100,000 people become unemployed) in the first half of 2020, the labour market has been hard hit. If you are a job seeker, these grim statistics may seem disheartening but don’t lose hope. With vaccines in sight and better understanding and management of the COVID-19 pandemic, Singapore’s economy is expected to recover and grow by 4% to 6% in 2021. Likewise, the labour market sentiment is also turning positive. According to an employment outlook survey by ManpowerGroup, about 20% of employers are looking to hire more staff in 2021. Here are the 4 sector
The Fifth Person
Adam Wong
2020-12-08 10:46:34
7 things I learned from the 2020 Singapore Press Holdings AGM
Singapore Press Holdings (SPH) is a media organisation with operations in print, digital, radio and outdoor media. It also has businesses in property, purpose-built student accommodation, and aged care. SPH has seen a steady fall in its share price over the last five years due to the digital disruption in the media industry. From January 2016 to date, SPH’s share price has fallen by around 70% as print circulation of its newspapers and magazines has steadily declined. How will SPH survive in the coming years? Here are seven things I learned from the 2020 SPH AGM. 1. Operating revenue fell 9.8% year-on-year to S$865.7 million in FY2020. This was mainly due to a drop in media revenue as advertisers cut back on advertising spending due to the pandemic. SPH continued to see a stead
SIAS
sias
2020-12-01 08:57:56
Monthly wrap for November 2020: The best month for the STI since May 2009
The STI rose 382 points or 15.8% in Nov to end at 2,805.95; Funds shifted from Technology and Healthcare to cyclical sectors; Pfizer and Moderna’s vaccine news provided main source of optimism; Joe Biden’s win lifted cloud of uncertainty, proved conventional wisdom wrong; Among stocks in focus here were SIA and SPH; DBS to take over troubled Indian bank The STI posted its best month since May 2009, up 15.8% The long and short of it is that hopes of a virus vaccine and a victory for the Biden camp in the US Presidential elections helped global stock markets rise sharply in November, led by Wall Street. Notwithstanding the steep selloff on the last trading day of the month on Monday, the Straits Times Index still managed to record a 382-points or 15.8% gain for the month at 2,805.95,
SIAS
sias
2020-11-22 20:35:40
New trade deal, vaccine news drove markets
The Straits Times Index gained 3.8% over the week at 2,813.01; Main drivers were a new trade deal and vaccine news; Wall Street dipped on Friday as Treasury and Fed disagree on emergency funds; DBS India to merge with troubled Lakshmi Vilas; Starburst’s bosses under investigation; Penny stocks in play included Oceanus and Blumont; SPH’s shares surge 22% on Friday on restructuring speculation   RCEP and vaccine news provided main backdrop News of the freshly signed Regional Comprehensive Economic Partnership (RCEP), a mega free trade deal backed by China and involving 14 other Asia-Pacific countries including Singapore was one big driver of the local stock market in the early part of the week. The other driver was hope that there might be a viable vaccine soon to combat COVID-19, th
SIAS
sias
2020-11-08 19:29:12
Monthly wrap for October 2020: Waiting in vain for stimulus
The absence of a US stimulus deal was main focus for Oct; The STI lost 43 points or 1.7% over Oct at 2,423.84; US President Trump’s positive COVID-19 test played a small part; Trump’s actions surrounding package confused markets; SPH’s shares closed below $1 after company reported first-ever loss; Resignation of CDL director Kwek Leng Peck made headlines; Best World dropped lawsuit against Bonitas Research; Nanofilm debuted with 12.4% gain; Wilmar’s Q3 profit up 20%, proposes special dividend.   The overriding theme for Oct – hopes for US stimulus dashed If there was a central, over-riding theme for last month, it was that markets took their cue from Wall Street and found themselves tracking developments on the US political front, where a stimulus bill was being negotiat
SIAS
sias
2020-10-18 20:15:24
A firm finish to a flat week
The STI ended flat for the week at 2,532.02; NODX rose 5.9% in Sep; Economy contracted 7% in Q3; Hyflux gets final extension; Study shows Singapore companies lag Malaysian and Thai peers in integrity; SPH shares sank below $1 after company reported first ever loss; Wilmar’s China unit made solid debut on Shenzhen exchange; World Bank warned of emerging financial crisis A flat week driven by Wall St nervousness, local economic news The Straits Times Index was flat over the five trading days, Friday’s 9.4 points rise to 2,533.02 enabling it to erase all its loss over the previous four days. Those losses came in tandem with some nervousness on Wall Street, where investors were said to be grappling with the likelihood that a stimulus package is still some way from being agreed upon; Fri
Investment Income For Life
Blade Knight
2020-10-16 12:30:01
The SPH Share Price Disaster- Media Segment Needs Emergency Rescue
The terrible results announced by SPH of a first time loss led to its share price dropping to less than S$1 per share. Current price has recovered to around S$1.01 per share. If one has been holding on to SPH when it was S$4 per share, 75% of one's invested capital would have gone up in smoke. But then again, I think that SPH is oversold albeit its Media segment needing an emergency rescue.1. Fair value accounting can be nonsensical and illogicalThe main reason for the net loss of SPH is due to S$232Mil fair valuation loss of its investment properties. Accounting rule have been changed from a historical focus basis to the current fair value model. Unfortunately, this leads to weird "see saw" effect on the yearly profit and loss. This <S$232Mil> is an unrealized losses due to market v
Investment Income For Life
Blade Knight
2020-08-19 12:17:42
Singapore Press Holdings Media Segment May Be Reporting Losses
The announcement of further retrenchment of 140 staff by Singapore Press Holdings ("SPH") seems to be pointing to losses in the Media segment. This is really bad news. Hopefully, with the layoff of 140 staff, this will bring back the medium term financial results for Media to at least sustain itself on a break-even point. This is one of my key assumption. Else it means that the property segment will be subsiding a loss-making business which does not make any sense for its long term viability.  Key Highlights:PayScale Industry Singapore Media BenchmarkOne off impairment charges of S$8Mil in Q4 FY2020 for the layoff of 140 staff from Media Solutions Division and SPH Magazines. Strangely, no cost savings numbers were furnished. But let's do a simple mathematical extrapolation o
Investment Income For Life
Blade Knight
2020-08-10 06:50:16
Investment Portfolio Updates-9th August 2020
It has been a long time since I last updated my investment portfolio. The March'20 market crash was very sudden. I have remained invested mostly throughout this dark period. The major change I made was to shift out more of my more stable REITs from my CDP account into the margin account to avoid the possibility of a margin call in the event of a sucker's rally and to prepare for another potential market crash.1. Retail REITsThe retail REITs which I am holding in the margin account such as SPH REIT, Frasers Centrepoint Trust and Lendlease right now are still down by 20% to 30% from the pre-market crash. Dividends have been cut drastically also. I remain cautiously optimistic that once the COVID-19 vaccine become successfully rolled out by end of the year or early next year, the devastating
Investment Income For Life
Blade Knight
2020-07-01 21:46:38
Singapore Press Holdings Severely Undervalued- Possible New Growth Engine Into Fast Growing High Tech Industry Data Centres
It is ironic that many investors have been dumping Singapore Press Holdings ("SPH") and proclaiming that media is dead and the way forward is to invest in high tech business with data centres such as in Mapletree Industrial Trust. Then on 29 June 2020, SPH announced a joint venture with Keppel Data Centres Holding Pte Ltd to develop and operate data centre facilities at 82 Genting Lane.I have actually been to SPH's Genting Lane premise before to perform an external audit on SPH Magazine subgroup many years back. It was crazy then as SPH had many subsidiaries and there were many different group of auditors being dispatched to its various premises (main one at Toa Payoh) to rush out the year end reporting.   1. Investments into development and maintenance of data centres- One off i
Investment Income For Life
Blade Knight
2020-06-26 17:53:45
Singapore Press Holdings Stock Crash in May 2020- Buy More Or Worst Yet To Come?
Singapore Press Holdings (“SPH”) seemed to be plagued with bad luck recently and its stock performance had dropped to an all-time low level towards the end of May 2020. As at the beginning of FY2020, SPH price was still at S$2.20 per share. On 29 May 2020, its price declined sharply again (yes, another sharp drop since the March 2020 price collapse) to a price of S$1.25 per share and a 52 week low from the day before price of S$1.46 per share. This represented a spectacular loss in value of 43.2% relative to the beginning year’s price. The million dollar question on every investor’s mind is whether the price will decrease or crash any further to less than S$1 per share.1. So what had happened to cause a 12.3% decline within a day? On 28 May 2020, SPH price was still hovering a
Investment Income For Life
Blade Knight
2019-12-28 16:43:35
Investment Portfolio Updates for December 2019 and Singapore Press Holdings Looks Attractive Again With New Growth Path
There is not much changes since my last update except for paring down of stakes in SingMedical Group and taking up positions over 3 tranches into Eagle Hospitality Trust. I have also moved part of my cash investments into my margin portfolio. My own goal for FY2020 will be to further reduce the volatility of my margin portfolio in order to enhance the resiliency of the dividend/interest income stream against market downturn for this new investment approach. My current overall projected annual recurring income has increased by around 52% using this newly created investment portfolio.Singapore Press Holdings Looking Attractive Again with additional foray into Student Accomodation.Currently, I am looking into some projection and stress testing of Singapore Press Holdings "SPH". The recent S$7
Investment Income For Life
Blade Knight
2019-11-10 14:29:18
Singapore Press Holdings and SPH REIT Review- Media Segment Continues to Worsen But Bright Spot From Property Segment
Singapore Press Holdings ("SPH") continues to face headwind in its Media Segment. The media  business faces decline in print advertisement and circulation revenue. Worse still, the bloodletting from technological disruption has not reached the trough and its operating results is expected to deteriorate. Media revenue dropped from S$ 656Mil in FY2018 to S$ 577Mil in FY2019 which is a 12% decline. Media profit plunged from S$98.7Mil in FY2018 to S$54.7Mil which is a shocking 44.6% decline. At one point in time, its share price dipped below S$2 per share. Another round of retrenchment exercise has been announced by SPH to shave off 5% of staff in its Media Group. It has since recovered to S$2.34 as at 8 November 2019.Extract of Business Segment Performance-Profits before taxationDespite





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