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Overview
Financial Highlight
HeadlinesBusiness Background POS Malaysia Bhd is a Malaysia-based company engaged in providing postal and business solutions. It performs its operations under four segments comprising Postal Services, Courier, International and Logistics and Aviation. The Postal Services includes the provision of basic mail services for corporate and individual customers. Courier includes courier, parcel and logistics solutions by sea, air, and land to both national and international destinations. International includes the direct entry and transshipment. Logistics and Aviation include cargo and ground handling, in-flight catering, freight and forwarding and air cargo transport.
  Good123 MARC Ratings noted that Pos Malaysia's cost-reduction and income-generating initiatives are showing progress, reducing annual losses since 2022. 13/09/2024 7:35 PM Willtolive https://www.nst.com.my/amp/business/corporate/2024/09/1105281/marc-ratings-upgrades-drb-hicoms-sukuk-improved-financials 13/09/2024 7:55 PM Good123 Direct Deals: Summary from 26/02/2009 to 06/03/2023 Highest Price 5.4380 First Occurred on 19/12/2013 Lowest Price 0.5800 First Occurred on 06/03/2023 Highest Volume 15.000m First Occurred on 11/09/2009 14/09/2024 10:22 AM Good123 Geely rescued proton, next one would be pos Malaysia 😁 First Malaysia EV Example: Geely is gaining traction as a beta play due to its attractive valuation, solid sales performance, and favorable international exposure. The successful launch of the Galaxy E5, with a weekly run rate exceeding 2,500 units, has strengthened investor confidence. 15/09/2024 8:51 AM Good123 Proton eMas 7 is developed concurrently with Geely – shorter lead time for RHD model, shared dev costs 15/09/2024 8:54 AM Good123 https://www.pos.com.my/post-list/detail?postDetailId=Relocation_of_Pos_Malaysia%E2%80%99s_outlets&sidemenuName=Service%20Update 18/09/2024 10:01 PM Good123 Revival is now, time is running out😉 With 24 consecutive quarters of losses (6 years), Pos’ management is truly elite. 19/09/2024 7:55 AM Good123 SINGAPORE – Family offices are shifting their cash towards bonds, and public and private equity, with almost half expecting returns above 10 per cent over the next 12 months. Public equity allocations were similar globally – between 26 per cent and 30 per cent. Allocations to private credit and real estate funds were also at comparable levels of around 2 per cent. Bond allocations varied across the globe, with offices in the Asia-Pacific and Latin America giving it more emphasis, compared with the other regions. 19/09/2024 7:57 AM Good123 Geely's potential to rescue Pos Malaysia, akin to its involvement with Proton, could be based on several strategic factors: 1. Financial Backing and Capital Investment: Geely has the financial strength to invest heavily in struggling companies. With Proton, Geely provided much-needed capital, helping to stabilize operations, innovate, and modernize Proton's offerings. Similarly, Pos Malaysia could benefit from this financial muscle, allowing the company to expand its services, modernize infrastructure, and invest in technology. 2. Technological Expertise: Geely brought advanced technology and expertise to Proton, revitalizing its vehicle lineup and operational efficiency. Pos Malaysia could leverage Geely’s technology-driven approach to enhance its digital and logistical capabilities. This would be particularly beneficial in areas like automation, e-commerce logistics, and the use of electric vehicles in postal delivery services. 3. Global Market Access: Geely’s international presence helped Proton tap into global markets. Geely could use its network and influence to open up international opportunities for Pos Malaysia, especially in the logistics and e-commerce sectors, where cross-border trade is a growing market. 4. Synergies with Logistics: Geely has experience in the logistics and mobility sectors, which could be synergistic with Pos Malaysia's core business. This could help Pos Malaysia diversify and innovate in its logistics offerings, particularly with the rise of e-commerce, warehousing, and last-mile delivery services. 5. Government Collaboration: In the Proton case, the Malaysian government was a key stakeholder, and any rescue plan for Pos Malaysia would likely require similar cooperation. Geely’s experience with the Malaysian government, coupled with its success in Proton, may make it a trusted partner to support and revitalize Pos Malaysia. These factors suggest that Geely, leveraging its successful experience with Proton, could provide the resources and expertise to modernize and strengthen Pos Malaysia. 19/09/2024 8:17 AM ks55 Pos Malaysia has very lousy service. If you have a AR letter, most likely you will have to make a trip to Post Office to retrieve it. 19/09/2024 8:49 AM Good123 Geely's success with Proton provides a strong case for its potential to turn around Pos Malaysia. Here are some reasons why Geely might be able to replicate its success: 1. **Strategic Management**: Geely has a proven track record of implementing effective management strategies and operational efficiencies. Their approach could help streamline Pos Malaysia's operations. 2. **Financial Strength**: Geely's financial resources and investment capabilities can provide the necessary capital for restructuring and modernization efforts at Pos Malaysia. 3. **Technological Expertise**: Geely's focus on innovation and technology could be leveraged to enhance Pos Malaysia's logistics, delivery systems, and digital services, making them more competitive. 4. **Global Experience**: Geely's experience in turning around other companies, including Volvo and Proton, demonstrates their ability to adapt and succeed in different markets and industries. 5. **Partnerships and Synergies**: Geely could form strategic partnerships and leverage synergies with other companies within its portfolio to benefit Pos Malaysia, such as integrating advanced logistics solutions. 6. **Market Understanding**: Geely's understanding of the Southeast Asian market, gained through its work with Proton, can be advantageous in addressing the specific challenges and opportunities in Malaysia. These factors suggest that Geely has the potential to bring about significant positive changes at Pos Malaysia, similar to its success with Proton. 19/09/2024 1:09 PM Good123 Tech Singapore data centre firm buys land across Asia, including Malaysia, to serve AI demand 19/09/2024 10:03 PM Good123 US Fed's 50-bp rate cut seen unleashing funds into Malaysian assets By Luqman Amin & Anis Hazim / theedgemalaysia.com 19 Sep 2024, 09:13 pm 19/09/2024 10:54 PM Good123 The potential privatization of **Pos Malaysia** by **DRB-HICOM** jointly with **Geely** could be a strategic move, but whether it is very likely depends on several factors. Here’s an analysis of why such a scenario could unfold and what makes it plausible: ### 1. **DRB-HICOM’s Major Stake** DRB-HICOM holds a majority stake in Pos Malaysia, and they may consider privatizing the company if they see the opportunity to restructure, streamline, and enhance value without the scrutiny and pressure of the public market. DRB-HICOM has done similar moves in the past with its other assets, and this could be part of a broader restructuring strategy. ### 2. **Geely’s Interest in Expanding Operations** Geely, a major Chinese automotive and technology company, has already partnered with DRB-HICOM through their investment in Proton. Geely has shown interest in expanding its influence in Malaysia and ASEAN, and Pos Malaysia’s infrastructure could complement its logistics, e-commerce, and mobility solutions strategy. By jointly privatizing Pos Malaysia, Geely could bring its technological expertise to enhance operations, such as modernizing logistics through automation and AI. ### 3. **Synergies with Proton and Automotive Logistics** If Geely and DRB-HICOM take Pos Malaysia private, they could explore synergies between Pos Malaysia’s logistics network and Proton’s automotive supply chain. A fully integrated logistics system could provide cost efficiencies for Geely’s automotive operations, including vehicle distribution, parts delivery, and after-sales services. ### 4. **Turnaround Potential** Pos Malaysia has faced challenges in recent years due to declining mail volumes, but its logistics and parcel delivery segment has strong growth potential, especially with the boom in e-commerce. Privatizing the company could allow DRB-HICOM and Geely to implement a more aggressive turnaround strategy, focusing on modernizing operations, adopting new technologies, and expanding its e-commerce logistics capabilities. This could make the company more competitive without being hindered by public market pressures. ### 5. **Strategic Fit for Geely’s Global Logistics Ambitions** Geely has global ambitions in mobility, logistics, and new energy technologies. Privatizing Pos Malaysia could give Geely a foothold in the Malaysian logistics market, which it could potentially expand across Southeast Asia. Given Malaysia’s strategic location and trade links, Pos Malaysia’s logistics capabilities could be an asset in Geely’s long-term plans for expanding its global operations. ### 6. **Government Relations and National Interest** Since Pos Malaysia plays a key role in national postal services, a joint privatization involving Geely, a foreign entity, would need to navigate regulatory and political hurdles. However, DRB-HICOM’s ties with the Malaysian government may help smoothen this process, especially if the privatization is positioned as a strategic move to strengthen the company’s competitiveness. ### 7. **Potential Funding and Capital Requirements** Both DRB-HICOM and Geely have the financial capacity to execute such a privatization. If they see long-term value in the deal, they could raise the necessary capital through a combination of debt and equity financing. ### Obstacles to Consider: 1. **Regulatory Approval**: Given the strategic importance of Pos Malaysia, any privatization involving a foreign partner like Geely would likely require regulatory approvals, which could delay or complicate the process. 2. **Stakeholder Opposition**: Some minority shareholders or stakeholders might oppose the move if they feel the privatization undervalues the company or if they have concerns about foreign involvement in a national asset. 3. **Integration Challenges**: Even if the privatization is successful, integrating Pos Malaysia’s logistics operations with Geely’s or DRB-HICOM’s other businesses could pose challenges in terms of culture, technology, and operational alignment. ### Conclusion: While it is plausible that DRB-HICOM, possibly in partnership with Geely, could privatize Pos Malaysia, especially given the potential synergies and turnaround opportunities, whether it is **very likely** depends on factors such as market conditions, regulatory approvals, and the strategic alignment of both companies. Geely’s involvement could add significant value to the company’s logistics operations, but the privatization process would require careful navigation of regulatory and political landscapes. 20/09/2024 6:05 AM Good123 Here are the possibilities for the privatization of Pos Malaysia by DRB-HICOM jointly with Geely: - **DRB-HICOM’s Majority Stake**: DRB-HICOM may privatize Pos Malaysia to restructure and enhance value, leveraging its major ownership. - **Geely’s Interest**: Geely could partner in the privatization to expand its logistics capabilities in Southeast Asia, aligning with its global ambitions. - **Synergies with Proton**: A joint privatization could create synergies between Pos Malaysia’s logistics network and Proton’s automotive supply chain for greater efficiency. - **Turnaround Potential**: Privatization could enable a more aggressive turnaround strategy for Pos Malaysia, focusing on e-commerce logistics and modernizing operations. - **Geely’s Global Logistics Ambitions**: Pos Malaysia could be a strategic asset for Geely’s broader logistics and mobility expansion plans across ASEAN. - **Government Relations**: DRB-HICOM’s ties with the Malaysian government could facilitate regulatory approval, although political concerns may arise due to Geely’s foreign involvement. - **Funding Capacity**: Both DRB-HICOM and Geely have the financial means to execute a privatization deal, likely through a combination of debt and equity. - **Regulatory and Stakeholder Approval**: Potential challenges include gaining regulatory approval and overcoming possible opposition from minority shareholders. - **Integration Challenges**: Post-privatization, integrating Pos Malaysia’s operations with Geely and DRB-HICOM may present operational and cultural hurdles. 20/09/2024 6:06 AM Good123 More boosters yah hehehe If Rakuten Trade raises its year-end KLCI target to 1,780 due to improved earnings and a stronger ringgit, it can positively impact Pos Malaysia in several ways: 1. Market Sentiment: A higher KLCI target often indicates improving investor confidence in the Malaysian economy. This positive sentiment can benefit Pos Malaysia as a publicly listed company, potentially attracting more investors to its stock. 2. Stronger Ringgit: A stronger ringgit can reduce the cost of imports and improve the company's financials, especially if Pos Malaysia relies on foreign technology or services. It could also enhance the profitability of its international postal and logistics operations by lowering currency exchange losses. 3. Improved Earnings: If general corporate earnings in Malaysia improve, Pos Malaysia could also benefit from higher demand for its services, especially in logistics and e-commerce, which are sensitive to economic growth. 4. Higher Valuation: With the KLCI rising, Pos Malaysia's stock price might appreciate, improving its market capitalization and allowing it to access capital more easily for expansion or new ventures, such as the potential Pos Shop & Café IPO that you are interested in. Overall, these economic improvements could create favorable conditions for Pos Malaysia to execute its strategies and potentially enhance its investment appeal. 20/09/2024 6:14 AM Good123 Pos Malaysia, DRB-HICOM, and Geely working together could be a promising collaboration similar to how DRB-HICOM and Geely successfully revived Proton. The potential reasons for their success include: 1. Strategic Partnership Synergies: Geely’s Expertise: Geely’s experience with modern logistics technologies, as well as its success in transforming Proton, could be a key factor. Geely’s international reach and technological advancements in digital infrastructure could benefit Pos Malaysia's modernization efforts. DRB-HICOM’s Local Presence: DRB-HICOM, being a major conglomerate in Malaysia, has a deep understanding of the local market and connections. Its involvement can bridge any gaps between foreign expertise and local market needs, creating a stronger operational base for Pos Malaysia. 2. Digital Transformation and Innovation: Geely’s Technological Innovations: With Geely’s focus on smart manufacturing, electric vehicles, and digital services, they could bring similar innovations to Pos Malaysia’s logistics operations. This could include the use of automated warehouses, AI-driven supply chain management, and electric delivery fleets, improving efficiency and cost-effectiveness. Digital Logistics: With Geely’s global logistics expertise, Pos Malaysia can adopt cutting-edge technologies to improve last-mile delivery services, enhance customer experiences, and optimize operations. This shift would allow Pos Malaysia to compete with other e-commerce-driven logistics companies. 3. Revitalization and Growth Strategies: Proton’s Successful Turnaround: Proton’s transformation with Geely’s help provides a model for how a partnership can work. Proton saw significant improvements in product quality, design, and profitability after Geely introduced best practices, new models, and technology transfers. A similar approach could be taken with Pos Malaysia. Exploring New Growth Areas: Pos Malaysia could explore additional revenue streams, such as expanding e-commerce logistics, diversifying into digital financial services, or collaborating on smart city initiatives (leveraging Geely’s automotive and infrastructure capabilities). 4. E-commerce and Future Mobility: Growth in E-commerce: Pos Malaysia could benefit from the ongoing e-commerce boom. Geely’s expertise in integrating logistics networks with new mobility solutions (e.g., smart and electric vehicles) could streamline the process of delivering goods more efficiently, enhancing Pos Malaysia’s services in this high-demand sector. EV and Autonomous Vehicles: With Geely’s advances in electric vehicles (EVs) and autonomous driving, Pos Malaysia could adopt electric delivery vehicles, which would reduce costs and carbon emissions, while enhancing service quality. Geely's mobility solutions could even extend to the future use of autonomous delivery systems. 5. Strong National Interest: Government Support: Just like Proton was a matter of national pride and importance, the partnership between DRB-HICOM, Geely, and Pos Malaysia may gain government backing, especially in supporting Malaysia’s ambitions to modernize its logistics and postal services in line with the digital economy. If Pos Malaysia, DRB-HICOM, and Geely can replicate the strategic alignment and technological collaboration seen in the Proton partnership, this could significantly transform Pos Malaysia into a modern, technology-driven logistics provider capable of competing on both domestic and international levels. 20/09/2024 4:06 PM ocbc have funs soon : https://www.racexasia.com/event/pos-malaysia-run-2024-posm24 23/09/2024 2:53 PM Good123 Investor appetite for small caps growing after Fed rate cut, Citi says - https://uk.investing.com/news/stock-market-news/investor-appetite-for-small-caps-growing-after-fed-rate-cut-citi-says-3704328 24/09/2024 8:46 PM Good123 Buy pos b4 sudden surge hehehe Retail convenience store chain operator MyNews Holdings Bhd posted its fourth consecutive quarter of profits. 24/09/2024 10:21 PM Good123 Foreign fund inflows can help boost **Pos Malaysia's share price** for similar reasons as BJFoods, but there are specific factors relevant to Pos Malaysia's business that further justify this impact: ### 1. **Increased Demand for Shares**: As with any company, foreign fund inflows create a direct increase in demand for Pos Malaysia shares. When foreign institutional investors buy large quantities of shares, it pushes the share price up due to the limited supply in the market, especially in a relatively low-liquidity stock like Pos Malaysia. ### 2. **Positive Investor Sentiment**: Foreign investment is often seen as a vote of confidence in a company's future. For Pos Malaysia, foreign fund inflows would signal that international investors believe in the company’s potential for recovery and growth, possibly due to factors such as digital transformation, e-commerce expansion, or government support. This can lead to positive sentiment among domestic investors, boosting demand and pushing the share price higher. ### 3. **E-Commerce and Parcel Delivery Growth**: Pos Malaysia is poised to benefit from the booming e-commerce sector in Malaysia and the region. Foreign investors, recognizing this growth trend, may see Pos Malaysia as a strategic investment due to its large distribution network and experience in logistics. If these foreign funds anticipate the company will capitalize on e-commerce trends, they are more likely to invest, driving up the share price. ### 4. **Capital for Operational Improvement**: Foreign fund inflows can provide Pos Malaysia with better access to capital markets, indirectly facilitating improvements in its operations. For example, the company might use the capital for modernizing its logistics infrastructure, automating its sorting facilities, or enhancing its digital offerings. These improvements would make the company more competitive, leading to improved profitability, which is likely to be reflected in the share price. ### 5. **Restructuring and Diversification**: Pos Malaysia has been diversifying from traditional mail services into more lucrative logistics, courier, and e-commerce-related services. Foreign funds may flow into the company due to these restructuring efforts, anticipating that its new business lines will drive future revenue growth. Such capital could be crucial in supporting further expansion into these areas, leading to higher stock valuations. ### 6. **Government Support and Privatization Potential**: Pos Malaysia, being partially government-owned, may attract foreign investors due to its potential ties to government policies or privatization efforts. If the government implements reforms or further liberalizes the postal sector, foreign funds might flow in, driving up the share price as investors anticipate more favorable business conditions. ### 7. **Improved Liquidity and Marketability**: Foreign fund inflows enhance liquidity, making it easier for all investors, including domestic ones, to trade Pos Malaysia shares. Increased liquidity often leads to higher marketability of the stock, which can attract more investors and drive up the share price as more buyers enter the market. ### 8. **Global Logistics Trends**: Foreign investors might see Pos Malaysia as part of the broader global logistics and supply chain industry, which has seen increased interest due to shifts in global trade, the rise of e-commerce, and the demand for last-mile delivery solutions. Pos Malaysia’s position in this sector could be a key driver for foreign funds, as global investors seek to capitalize on these long-term growth trends. ### Conclusion: Foreign fund inflows can significantly boost Pos Malaysia’s share price by increasing demand, improving investor sentiment, providing capital for modernization and growth, and aligning with global trends in e-commerce and logistics. Additionally, liquidity improvements and government support could further enhance Pos Malaysia’s appeal to international investors, contributing to a rise in share price. 25/09/2024 4:55 AM Good123 Pos Malaysia can achieve profitability again through several key strategies: 1. **E-commerce Growth**: Capitalizing on the booming e-commerce sector to drive parcel delivery revenues. 2. **Restructuring & Cost Optimization**: Streamlining operations and reducing costs to improve efficiency. 3. **Diversification**: Expanding into logistics, courier services, and financial services for new revenue streams. 4. **Digital Transformation**: Investing in technology to improve service delivery and reduce operating costs. 5. **Government Support**: Benefiting from reforms and support to alleviate financial pressure. 6. **Strategic Partnerships**: Collaborating with logistics firms and e-commerce platforms for business growth. 7. **Core Competencies**: Strengthening last-mile delivery services to remain competitive. 8. **International Expansion**: Growing cross-border logistics to tap into regional markets. These factors, combined with sustainability initiatives, position Pos Malaysia for a profitable recovery. 25/09/2024 4:59 AM Good123 The privatization of Pos Malaysia by DRB-Hicom, potentially in partnership with Geely, is highly likely due to several factors: 1. **DRB-Hicom’s Strategic Control**: DRB-Hicom wants tighter control to streamline operations and invest in long-term growth. 2. **Geely’s Expertise**: Geely, with its logistics experience, could help modernize Pos Malaysia, similar to its collaboration with DRB-Hicom on Proton. 3. **Investment Needs**: Privatization allows for necessary large-scale investments in logistics infrastructure and digital transformation without public market pressure. 4. **Government Support**: Pos Malaysia, being a strategic asset, may receive support for privatization to ensure competitiveness. 5. **Regional Growth Potential**: Pos Malaysia can expand regionally, tapping into the fast-growing Southeast Asian logistics market. 6. **DRB-Hicom’s Past Success with Privatization**: DRB-Hicom has successfully privatized companies before, like Proton, making this move a logical continuation. Together, these factors point toward privatization as a strong possibility for Pos Malaysia’s future transformation and growth. 25/09/2024 5:01 AM Good123 DRB-Hicom's commitment to ensuring that Pos Malaysia becomes profitable again is driven by several key factors: ### 1. **Strategic Importance**: - **National Asset**: Pos Malaysia is a critical player in the logistics and postal sector in Malaysia. Ensuring its profitability is vital for maintaining essential services, especially in e-commerce and last-mile delivery. - **Economic Impact**: A profitable Pos Malaysia contributes positively to the economy by providing jobs, supporting local businesses, and enhancing trade logistics. ### 2. **Shareholder Expectations**: - **Pressure from Investors**: As a major stakeholder, DRB-Hicom faces pressure from investors to turn around the performance of Pos Malaysia. Stakeholders expect returns on their investments, and prolonged losses could lead to dissatisfaction and decreased market confidence. - **Impact on Overall Performance**: Pos Malaysia's profitability directly affects DRB-Hicom’s financial health and market valuation. An unprofitable subsidiary can negatively impact the parent company’s performance metrics. ### 3. **Market Competitiveness**: - **Rising Competition**: The logistics and postal industries are becoming increasingly competitive, with both local and international players entering the market. DRB-Hicom needs to act swiftly to enhance Pos Malaysia’s competitiveness to retain and grow its market share. - **Consumer Expectations**: Evolving consumer demands for efficient and timely services necessitate a quick turnaround in Pos Malaysia’s operations to meet these expectations. ### 4. **Operational Efficiencies**: - **Cost Reduction Initiatives**: There are opportunities to improve operational efficiencies within Pos Malaysia. Implementing cost-saving measures and optimizing processes can lead to immediate financial improvements. - **Technological Integration**: Investing in technology and automation can enhance service delivery and reduce operational costs, contributing to profitability. ### 5. **Government Support and Policy Changes**: - **Potential for Support**: Given its strategic importance, there may be government support available for Pos Malaysia, particularly in light of the evolving postal and logistics landscape. This support can aid in its recovery. - **Regulatory Environment**: Changes in regulations may also favor Pos Malaysia’s business model, making it essential to act quickly to leverage any advantages. ### 6. **Financial Restructuring Needs**: - **Urgent Financial Health**: Prolonged financial difficulties may necessitate urgent restructuring measures. Addressing these issues quickly can prevent further financial deterioration and prepare Pos Malaysia for future growth. - **Debt Management**: If Pos Malaysia is carrying debt, timely profitability will be crucial in managing these obligations effectively and avoiding potential financial distress. ### 7. **Investment in Growth Opportunities**: - **E-commerce Boom**: The rapid growth of e-commerce presents significant opportunities for Pos Malaysia. Acting quickly to capitalize on this trend can lead to increased revenue streams. - **New Services and Partnerships**: Developing new services or forming strategic partnerships can help drive revenue growth, but these initiatives need to be executed promptly. ### Conclusion DRB-Hicom's urgency in ensuring Pos Malaysia becomes profitable again stems from the need to address shareholder expectations, respond to competitive pressures, leverage market opportunities, and improve operational efficiencies. The company recognizes that delaying these efforts could lead to further financial challenges and missed opportunities, making immediate action essential for sustainable recovery and growth. 25/09/2024 5:23 AM Good123 Pos Malaysia’s retail outlets, known as **Pos Shop**, could potentially be attractive acquisition targets for convenience store chains like **Speed99** or **MyNews** due to several strategic factors: ### 1. **Wider Retail Footprint** - **Pos Shop Locations**: Pos Shops have an extensive network across Malaysia, especially in rural and suburban areas where other convenience stores may have limited reach. Acquiring these outlets would allow Speed99 or MyNews to instantly expand their geographical presence without having to build new locations. - **Convenience Store Synergy**: Both Speed99 and MyNews could repurpose or merge services within Pos Shops, creating mini-convenience stores with postal services, increasing foot traffic and sales. ### 2. **Diverse Service Offerings** - **Integrated Services**: Pos Shops offer a range of postal and logistical services, such as mail, courier, and bill payment services, which could complement the convenience store business model. For example, MyNews or Speed99 could offer bill payments, parcel collection, or postal services, attracting more customers to their outlets. - **E-Commerce Fulfillment**: The rise in e-commerce presents an opportunity to integrate parcel pickup and drop-off points at these stores, which would appeal to the growing demand for last-mile delivery services. ### 3. **Established Customer Base** - **Regular Foot Traffic**: Pos Shops already have an established base of regular customers who visit for postal services. This consistent traffic could be converted into convenience store customers, generating more sales for Speed99 or MyNews. - **Cross-Selling Opportunities**: Combining retail and postal services could open up cross-selling opportunities, with customers buying snacks, groceries, or other products during their visit for postal-related services. ### 4. **Logistics and Supply Chain Efficiency** - **Existing Infrastructure**: Pos Malaysia’s logistics and distribution network could be leveraged by Speed99 or MyNews for their own supply chain and product distribution, reducing costs and improving delivery efficiency. - **Strategic Partnerships**: Acquiring Pos Shops could also enable partnerships with logistics providers or e-commerce players, making the convenience store chain an essential part of the growing digital economy. ### 5. **Expanding Services in Underserved Markets** - **Rural and Semi-Urban Expansion**: Pos Shops are often located in areas where other retail chains might not have a presence. Acquiring these outlets could allow MyNews or Speed99 to tap into these underserved markets and offer more comprehensive services in areas with less competition. - **New Revenue Streams**: Integrating financial services (remittances, bill payments) with retail could create new revenue streams for convenience store chains, broadening their service offerings beyond traditional retail. ### 6. **Cost-Effective Expansion** - **Asset Acquisition**: Instead of building new stores, acquiring Pos Shops could be a cost-effective way for either company to expand. These outlets already have an operational infrastructure, which could be easily adapted or upgraded to fit the convenience store model. - **Brand Awareness**: Leveraging Pos Malaysia’s well-known brand would provide credibility and trust in rural and semi-urban areas, which could accelerate customer adoption of the new retail services. ### Conclusion Pos Shops are attractive acquisition targets for **Speed99** or **MyNews** due to their broad geographic reach, existing customer base, synergy with convenience store operations, and opportunities to integrate e-commerce fulfillment and logistical services. Acquiring these outlets could significantly boost the retail footprint, expand service offerings, and tap into underserved markets, positioning the acquiring company for growth in Malaysia’s competitive retail sector. 25/09/2024 10:49 AM Good123 Grab some before others notice. Yes, Pos Malaysia’s Islamic pawn shop service, known as Ar-Rahnu, could be a good acquisition target for financial institutions or retail chains like MyNews or Speed99 for several strategic reasons: Growing Demand for Shariah-Compliant Services: Ar-Rahnu caters to the increasing demand for ethical, interest-free financial services, especially in Malaysia. • Diversified Revenue Stream: Provides a stable, low-risk revenue source through gold pawn transactions, particularly during economic uncertainty. • Synergy with Retail/Financial Services: Adding Ar-Rahnu services to retail outlets (e.g., MyNews, Speed99) can increase foot traffic and cross-sell retail products. • Expansion into Underserved Markets: Islamic pawnshops are popular in rural and semi-urban areas, allowing companies to expand in regions with less competition. • Support for Financial Inclusion: Aligns with efforts to provide accessible financial services to underserved populations, enhancing brand reputation. • Low Risk and High Asset Value: Loans backed by gold, a stable and appreciating asset, reduce financial risk. • Economic Resilience: Pawnshops tend to thrive during both economic booms and downturns, making this a recession-resistant business. • Potential for Digital Integration: Opportunity to expand into digital pawnbroking services, attracting tech-savvy customers and integrating with digital wallets or e-commerce platforms. 25/09/2024 10:56 AM Good123 Pos Malaysia’s Islamic pawn shop (Ar-Rahnu) presents an attractive acquisition opportunity due to the rising demand for Shariah-compliant financial services, steady and low-risk revenue generation, and synergy with retail and financial operations. Acquiring these services would allow the buyer to expand into underserved markets, provide a diversified revenue stream, and leverage the growing demand for Islamic finance, all while supporting financial inclusion initiatives. 25/09/2024 10:56 AM Good123 pos msia ada banyak lokasi, jadikan tempat warehousing, lagi berbaloi kini “Malaysia is now focusing on reshoring and friendshoring due to these tensions. There will be demand for different asset classes, including commercial spaces such as retail and warehousing.” 25/09/2024 6:51 PM Good123 The major shareholders of **Pos Malaysia Berhad** include significant institutional investors and government-linked entities. Here are the key shareholders: ### 1. **DRB-HICOM Berhad** - **DRB-HICOM**, a diversified Malaysian conglomerate with interests in automotive, property, and logistics, is the **largest shareholder** in Pos Malaysia. As of recent filings, DRB-HICOM owns around **53.5%** of Pos Malaysia's shares. DRB-HICOM is itself linked to prominent businessman **Tan Sri Syed Mokhtar Al-Bukhary**. ### 2. **Government-linked Institutional Investors** - **Employees Provident Fund (EPF)**: The EPF, Malaysia's national retirement savings fund, is a significant institutional investor in Pos Malaysia. - **Permodalan Nasional Berhad (PNB)**: PNB, a government-linked investment company, holds a stake in Pos Malaysia. - These entities often hold positions in key national infrastructure companies. ### Why They Still Hold Pos Malaysia There are several reasons why these major shareholders, particularly **DRB-HICOM**, continue to hold stakes in Pos Malaysia despite some financial challenges in recent years: 1. **Strategic Importance**: - **National infrastructure**: Pos Malaysia plays a crucial role in the national postal and logistics network. For DRB-HICOM and government-linked institutions, maintaining control over such an important entity aligns with national interest and infrastructure priorities. - Pos Malaysia has a large, established network across the country, which is valuable for the potential expansion of e-commerce logistics, courier services, and other delivery systems. 2. **Long-term Growth Potential**: - Despite declining mail volumes, Pos Malaysia has significant potential in the **e-commerce** and **logistics** sectors. With the rise of online shopping and digital platforms, the company could capitalize on increasing demand for delivery services. - The shift toward e-commerce and supply chain logistics could create future profitability. 3. **National Service Obligations**: - As the national postal service provider, Pos Malaysia has certain public service obligations (PSO), including universal postal service, which makes it a strategic asset for the government. - Some shareholders may be holding on due to these national service roles and the associated responsibility of keeping the postal network functional. 4. **Turnaround Plans**: - DRB-HICOM has previously indicated restructuring and transformation plans for Pos Malaysia, aimed at modernizing operations, investing in technology, and improving cost efficiency. The company may be seen as a long-term turnaround project, especially as logistics continues to evolve. 5. **Synergy with DRB-HICOM's Other Businesses**: - DRB-HICOM, being a major player in automotive and logistics, may see Pos Malaysia as an important part of its broader logistics and supply chain ambitions, particularly in integrating various aspects of its portfolio. In summary, the major shareholders of Pos Malaysia, particularly DRB-HICOM and government-linked entities, likely continue to hold their positions due to its strategic importance in national infrastructure, its long-term potential in the logistics sector, and its alignment with broader business and national interests. 26/09/2024 2:57 PM Good123 ESG, foreign funds like😉 PETALING JAYA: Pos Malaysia Bhd (Pos Malaysia) sekali lagi menjadi pelopor dalam memartabatkan amalan kelestarian korporat di negara ini. Melalui forum tahunan 'Beyond the Boardroom' yang diadakan baru-baru ini, syarikat pos nasional berkenaan mengumpulkan pemimpin industri dan pakar untuk membincangkan strategi mempercepat usaha mencapai matlamat kelestarian. Forum tahunan kedua yang diadakan di Petaling Jaya pada 19 September itu dianjurkan secara bersama dengan Bursa Malaysia, UN Global Compact Network Malaysia & Brunei (UNGCMYB), Capital Markets Malaysia, dan Forest Interactive. Ia bertujuan memperkukuh strategi kelestarian korporat dan memacu usaha ke arah mencapai matlamat alam sekitar yang lestari. Dengan tema 'Fast-Track Your Company's Sustainability Endeavour', forum itu mengumpulkan pakar industri untuk membincangkan pendekatan praktikal dalam pelaksanaan inisiatif kelestarian. Ketua Pegawai Eksekutif Kumpulan Pos Malaysia, Charles Brewer, menyatakan kebanggaannya terhadap perkembangan forum tersebut yang kini menjadi platform penting bagi perbincangan terbuka mengenai kelestarian. "Kerjasama dan perkongsian ilmu memainkan peranan penting dalam usaha kami mengurangkan karbon sejajar dengan matlamat Malaysia untuk mencapai neutral karbon menjelang 2050," kata Brewer. Beliau yakin bahawa usaha kolektif ini bukan sahaja akan membawa kepada kejayaan kelestarian, tetapi juga mewujudkan penanda aras baru bagi tanggungjawab korporat. Forum juga turut menampilkan penceramah seperti Datuk Muhamad Umar Swift, Ketua Pegawai Eksekutif Bursa Malaysia, yang menegaskan kepentingan ketelusan dalam laporan kelestarian bagi membina kepercayaan pelabur dan memperkukuh ketahanan syarikat dalam pasaran yang semakin mencabar. Sementara itu, Shanta Helena Dwarkasing dari UNGCMYB membincangkan hala tuju masa depan dalam landskap kelestarian yang kian berkembang. Inisiatif baharu turut diperkenalkan oleh Pos Malaysia melalui Laporan Pelepasan Karbon Pos Hijau, yang bakal dilancarkan pada Disember 2024. Laporan berkenaan akan membolehkan pelanggan mengukur dan mengurus pelepasan karbon Skop 3, menjadikan Pos Malaysia sebagai syarikat logistik pertama di Malaysia yang menyediakan laporan sedemikian. 26/09/2024 4:54 PM Willtolive You guys better sweep the shares at this price below 40sen before it moves up 26/09/2024 5:08 PM Good123 Mau jadi king of ESG 😎 Pos Malaysia Bhd is set to fully transition to electric vehicles by 2030 under its sustainability roadmap, in a move aimed at reducing carbon emissions and lowering operational costs. 26/09/2024 5:28 PM Good123 MIDF sees ringgit strengthening to 4.03 against USD, inflows to boost stocks https://theedgemalaysia.com/node/728077 26/09/2024 11:25 PM Good123 😃 Cagar emas di Pos ArRahnu dan anda berpeluang untuk menang hadiah lumayan bernilai lebih RM300,000! Pinjaman sehingga 75% dan upah simpan yang rendah. Syarat penyertaan: 1. Cagar emas dengan minimum RM5,000 di cawangan Pos ArRahnu selama 3 bulan. 2. Simpan resit cagaran sebagai bukti. Pemenang diumum 2 kali setahun. 3. Terbuka kepada warganegara dan bukan warganegara (menetap di Malaysia). Kunjungi 80 cawangan Pos ArRahnu atau layari link di bio untuk maklumat lanjut. (gambar sekadar ilustrasi) #PosMalaysia #Pos4You #PosArRahnu #CagardanMenang 27/09/2024 4:42 AM Good123 Buy pos Malaysia. Many potential biz inside it😁 Islamic pawnshops, or Ar-Rahnu, hold significant potential in Malaysia due to their alignment with the country’s Shariah-compliant financial system, as well as the increasing demand for Islamic financial products. Here's why they are valuable: 1. Shariah Compliance Ar-Rahnu operates based on Islamic principles, offering an ethical, interest-free alternative to conventional pawnshops. This makes it attractive to the majority-Muslim population in Malaysia who seek financial services that comply with Islamic law. 2. Accessible to Lower Income Groups Ar-Rahnu provides easy access to microcredit, particularly for lower-income individuals and small businesses, without the burden of high interest rates. This supports financial inclusion. 3. Collateral-Based Loans It offers quick loans by using gold or other valuable assets as collateral. This creates a lower risk for lenders while giving borrowers access to funds. 4. Growing Demand for Gold-Based Financing Gold is seen as a safe investment, and its usage as collateral makes Ar-Rahnu attractive, especially during economic downturns. 5. Government Support The Malaysian government encourages the development of Islamic finance, including Ar-Rahnu, as part of its broader strategy to promote financial inclusivity and Islamic banking. Challenges to Acquiring an Ar-Rahnu License 1. Regulatory Framework Islamic pawnshops fall under Bank Negara Malaysia’s (BNM) and Shariah advisory councils’ purview, requiring strict adherence to Islamic financial principles. The regulatory framework is rigorous to ensure compliance, making it harder to obtain licenses. 2. Stringent Capital Requirements There are high capital requirements for setting up an Ar-Rahnu, including provisions for the safekeeping of collateral (gold and valuable assets). This limits the ability of small players to enter the market. 3. Shariah Governance Applicants must prove that their operations strictly follow Shariah principles, which involves extensive consultation with Islamic scholars and certification from Shariah advisory boards. 4. Operational Expertise Managing an Ar-Rahnu requires specific operational expertise, including dealing with the valuation, security, and handling of gold, which adds another layer of complexity. Despite these challenges, the market potential for Islamic pawnshops in Malaysia is growing, driven by the country's strong Islamic finance sector and the increasing demand for ethical financial services. 27/09/2024 4:45 AM Good123 Pos Malaysia holds a license for providing postal services and related financial services, including its Pos ArRahnu (Islamic pawnshop service), due to several key factors that align with its longstanding presence, infrastructure, and regulatory adherence: 1. Established Infrastructure and Trust Pos Malaysia is one of the oldest institutions in the country, with a widespread network of post offices throughout Malaysia. This gives it a natural advantage in providing services like Ar-Rahnu as it already has a broad customer base and locations for operations. Pos Malaysia is seen as a trusted entity with a strong track record in delivering services to the public, which increases its credibility for receiving licenses for additional services, including Islamic pawnshops. 2. Regulatory Adherence Pos Malaysia operates under the regulatory framework of Bank Negara Malaysia (BNM) and complies with both Islamic financial principles and national regulations. It has the financial strength and governance structures required to meet the stringent regulatory requirements for offering Islamic financial products, including the operational expertise to handle Shariah-compliant pawnshop services. 3. Government-Linked Status Pos Malaysia is a government-linked company (GLC), which gives it additional clout when applying for licenses, as it has a historical relationship with the government and aligns with national financial inclusion objectives. This status often provides regulatory advantages, especially in sectors like financial services, which are closely monitored. 4. Diversification Strategy Pos Malaysia has been diversifying its service offerings, especially as traditional postal services decline due to the rise of digital communications. Ar-Rahnu provides an additional revenue stream and aligns with its strategic shift toward offering a broader range of financial services. By leveraging its existing infrastructure, Pos Malaysia can efficiently operate an Ar-Rahnu service, reducing costs compared to new market entrants that need to build everything from scratch. 5. Shariah Compliance and Expertise Pos Malaysia already has Shariah governance structures in place due to its other Islamic financial services, allowing it to easily expand into Ar-Rahnu. This operational familiarity with Shariah compliance makes it easier for Pos Malaysia to meet regulatory requirements. By holding this license, Pos Malaysia can tap into the growing market for Islamic pawnshops while using its vast network and infrastructure to serve a broader customer base. 27/09/2024 4:46 AM  | |
