[POS MALAYSIA BHD：与SIA Engineering Company（SIAEC）的战略合作关系将使Pos Aviation的工程服务能够打入全球维护，维修和大修（MRO）市场，增强其技术专长并扩展其产品范围]

YTD19 vs YTD18:
邮政服务：
邮政服务部门的收入从5亿790万令吉减少至4亿4650万令吉。

快递服务：
快递服务录得较低的收入6.191亿令吉，而截至2018年12月31日的同期录得的收入为6.266亿令吉。

国际：
国际收入增加了120万令吉，部分原因是自该财务期开始以来价格的调整。

物流：
物流收入增加380万令吉，主要来自运输和汽车物流。

航空：
与截至2018年12月31日止的同期相比，航空减少了1,970万令吉，主要是由于处理的货运吨位减少。

其他：
其他部门包括印刷和insertion，数字证书和Ar Rahnu，使收入增加580万令吉，主要来自印刷和insertion业务。

集团税前利润：
截至2019年12月31日的财政期间，大马邮政的税前亏损为2.419亿令吉，而截至2018年12月31日的同期为2480万令吉。

3Q19 vs 3Q18：
邮政服务：
邮政服务部门的收入从1.745亿令吉减少至1.525亿令吉。

快递服务：
快递服务收入减少到1.945亿令吉，而截至2018年12月31日的上一季度为2.071亿令吉。

国际：
国际收入减少470万令吉，主要是由于本财政季度处理的数量减少。

物流：
物流业务的收入增加了800万令吉，主要来自运输和汽车物流。

航空：
航空业务较截至2018年12月31日止的上一个季度略增40万令吉，主要是由于处理的货运吨数增加。

其他：
其他部门包括印刷和insertion，数字证书和Ar Rahnu在内，收入增加930万令吉，主要是由于印刷和insertion业务的收入增加。

集团税前利润：
截至2019年12月31日的财政季度，大马邮政的税前亏损为1.91亿令吉，而截至2018年12月31日的相应季度为1870万令吉。

3Q19 vs 2Q19:
大马邮政在截至2019年12月31日的本季度录得1.91亿令吉的税前亏损，而在截至2019年9月30日的上一季度的亏损为3550万令吉。

前景：
马来西亚邮政局的转型将在2020财年继续朝着实现财务可持续性的方向发展，同时在竞争日益激烈的商业环境中履行其普遍服务义务。随着电子商务的迅速发展，大马邮政将重点放在收入增长上，同时从长远来看将提高运营效率以改善其成本结构。

从2020年2月1日起对商业邮资费率进行的最新修订将对他们的邮件业务产生积极影响。在邮件数量出现结构性下降以及服务的地址数量不断增加的情况下，这将使Pos Malaysia能够继续履行其普遍服务义务，在过去5年中，该地址已从760万增加到920万。

由于电子商务行业蓬勃发展，快递业务仍然是马来西亚邮政最大的收入增长动力。通过提供卓越的客户体验，公司将在竞争日益激烈和拥挤的快递市场中获得明显的竞争优势。支持的计划包括促进其在线运输平台SendParcel的采用和Pos Mobile App的改版，通过代理商网点扩大其快递联络点，以及在全国250个地点提高其包裹储物柜的利用率。电子商务的繁荣也对国际跨境交易量产生了积极影响。马来西亚邮政局继续将这一业务部门视为支持收入增长的关键。

马来西亚邮政总局的数字化对于确保组织在当今瞬息万变的环境中保持相关性至关重要。未来几年已拨款3亿令吉，以数字化其核心系统。这包括最近推出的新的跟踪系统和ICT体系的现代化，这将在扩大快递业务的同时提高运营效率。

他们处理能力的自动化对于支持电子商务的高增长和提高成本效率至关重要。在截至2019年12月31日的9个月财务期内，马来西亚邮政在其20多个配送中心部署了半自动处理系统，以进一步提高处理速度和能力，并降低每件物品的处理成本。 Pos Malaysia计划在2020财年引入更多自动化，包括在全国范围内的全自动处理中心。

此外，Pos Malaysia将运营其crowdsource delivery rider模型，该模型已在2019年成功进行了测试。该计划还将扩展到Pos Malaysia现有员工，作为其创业计划的一部分，旨在提高生产力并降低总体交付成本。

Pos Logistics Berhad将重新调整业务重点，这将使其转向更高利润率和可扩展性的服务，并将其运营模式转变为轻资产。不断增长的汽车行业为Pos Logistics的业务做出了巨大贡献，他们预计2020年将实现正增长。

面对Covid-19带来的全球持续不确定性，Pos Aviation有望保持业绩。与SIA Engineering Company（SIAEC）的战略合作关系将使Pos Aviation的工程服务能够打入全球维护，维修和大修（MRO）市场，增强其技术专长并扩展其产品范围。展望未来，他们将继续通过与客户和利益相关者合作来调整转型工作，以使Pos Malaysia成为全国领先的邮政服务提供商。
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James Ng
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[POS MALAYSIA BHD: A strategic partnership with SIA Engineering Company (SIAEC) will enable Pos Aviation’s engineering services to tap into the global maintenance, repair and overhaul (MRO) market, enhance its technical expertise and expand its product offerings]

YTD19 vs YTD18:
Postal Services:
Postal Services registered lower revenue of RM446.5 million as compared to RM507.9 million.

Courier:
Courier recorded lower revenue of RM619.1 million compared to RM626.6 million registered in the previous corresponding period ended 31 December 2018.

International:
International revenue increased by RM1.2 million partly due to the revision in pricing since the beginning of the financial period.

Logistics:
Logistics registered higher revenue by RM3.8 million mainly contributed by haulage and automotive logistics.

Aviation:
Aviation dropped by RM19.7 million compared to previous corresponding period ended 31 December 2018 mainly contributed by lower tonnage of cargo handled.

Others:
Others segment which consist of printing and insertion, digital certificates and Ar Rahnu, generated an increase in revenue by RM5.8 million mainly contributed by printing and insertion business.

Group Profit Before Tax:
For the financial period ended 31 December 2019, the Group registered a loss before tax of RM241.9 million from RM24.8 million loss in the corresponding period ended 31 December 2018.

3Q19 vs 3Q18:
Postal Services:
Postal Services registered lower revenue of RM152.5 million as compared to RM174.5 million.

Courier:
Courier recorded lower revenue of RM194.5 million compared to RM207.1 million registered in the previous corresponding quarter ended 31 December 2018.

International:
International revenue decreased by RM4.7 million mainly due to drop in volume handled during this financial quarter.

Logistics:
Logistics registered higher revenue by RM8.0 million mainly contributed by haulage and automotive logistics.

Aviation:
Aviation slightly increase by RM0.4 million compared to previous corresponding quarter ended 31 December 2018 mainly contributed by higher tonnage of cargo handled.

Others:
Other segments which consist of printing and insertion, digital certificates and Ar Rahnu, generated an increase in revenue by RM9.3 million mainly due to higher revenue from printing and insertion business.

Group Profit Before Tax:
For the financial quarter ended 31 December 2019, the Group registered a loss before tax of RM191.0 million from RM18.7 million loss in the corresponding quarter ended 31 December 2018.

3Q19 vs 2Q19:
The group recorded a loss before tax of RM191.0 million in the current quarter ended 31 December 2019 compared to a loss of RM35.5 million in the preceding quarter ended 30 September 2019.

Prospects:
Pos Malaysia’s transformation continues in FY2020 towards achieving financial sustainability while serving its Universal Services Obligations in an increasingly competitive business landscape. The Group is focusing its efforts on revenue growth in line with the rapid e-Commerce boom, while embarking on operational efficiencies to improve its cost structure in the long run.

The recent revision of the commercial postage rates effective 1st February 2020 will provide a positive impact towards their mail business. This will allow Pos Malaysia to continue serving its Universal Service Obligation amidst a structural decline in mail volume and the growing number of addresses to serve, which has grown from 7.6 million to 9.2 million addresses in the last 5 years.

Courier business remains as the biggest revenue growth driver for Pos Malaysia due to the booming e-Commerce sector. By providing superior customer experience, the company will obtain a distinct competitive advantage in an increasingly competitive and crowded courier market. Among the initiatives to support this initiative includes promoting adoption of its online shipping platform SendParcel and revamped Pos Mobile App, expanding its courier touchpoints through agent outlets, as well as improving utilisation of its parcel lockers across 250 locations nationwide. The e-Commerce boom also has a positive impact on international cross-border volume. Pos Malaysia continues to see this business sector as key to support top line revenue growth.

Digitalisation of Pos Malaysia is key in ensuring the organisation maintains its relevance in today’s ever-changing environment. RM300 million has been allocated for the next few years in an effort to digitalise its core systems. This includes the recently launched new track and trace system and the modernization of its ICT architecture, which will improve operational efficiency as it scales up its courier business.

Automation of their processing capabilities is critical to support the exponential growth of ecommerce and obtain improved cost efficiency. In the nine-month financial period ended 31 December 2019, Pos Malaysia deployed semi-automated processing systems in over 20 of its distribution centres to further improve processing speed and capacity plus reduce its processing cost per item. In FY2020, Pos Malaysia plans to introduce more automation, including fully automated processing centres across the country.

Additionally, Pos Malaysia will operationalise its crowdsource delivery rider model, which was successfully tested in 2019. This program will also be extended to existing Pos Malaysia staff as part of its entrepreneurship program, aimed at promoting productivity and improve overall cost of delivery.

Pos Logistics Berhad will refocus its business which will see it move into higher-margin and scalable services and shifting its operational model to become asset-lighter. The growing automotive sector contributes greatly to Pos Logistics’ business and they foresee positive growth in 2020.

Pos Aviation is expected to remain resilient in the face of continued global uncertainty brought about by Covid-19. A strategic partnership with SIA Engineering Company (SIAEC) will enable Pos Aviation’s engineering services to tap into the global maintenance, repair and overhaul (MRO) market, enhance its technical expertise and expand its product offerings. Moving forward, they will continue to fine tune their transformation efforts by engaging their customers and stakeholders to transform Pos Malaysia to become the nation’s premier postal service provider.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng